Institutional Ownership Hercules Capital, Inc. (HTGC)
This table provides information about the institutional ownership of Hercules Capital, Inc. (HTGC). We have compiled data on the 365 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
413
shares
|
$7,954
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
347
shares
|
$6,683
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
329
shares
|
$6,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
321
shares
|
$6,182
0.0% of portfolio
|
Q1 2024
Reduced 59.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
315
shares
|
$6,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
313
shares
|
$6,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
300
shares
|
$5,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
293
shares
|
$5,643
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
275
shares
|
$5,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
250
shares
|
$4,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
249
shares
|
$4,795
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
248
shares
|
$4,776
0.0% of portfolio
|
Q1 2025
Reduced 69.61%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
246
shares
|
$4,737
0.0% of portfolio
|
Q1 2022
Added 66.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
238
shares
|
$4,583
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
229
shares
|
$4,410
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
200
shares
|
$3,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
195
shares
|
$3,755
0.0% of portfolio
|
Q1 2025
Reduced 95.13%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
153
shares
|
$2,946
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100
shares
|
$1,926
0.0% of portfolio
|
Q4 2024
Reduced 88.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
100
shares
|
$1,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
100
shares
|
$1,926
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
54
shares
|
$1,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
52
shares
|
$1,001
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
49
shares
|
$943
0.0% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
31
shares
|
$597
0.0% of portfolio
|
Q1 2025
Added 3.33%
|