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 394 institutions that hold shares in the stock, with a total of 48.2 Million shares, which have been reported (via 13F filing form) to have a value of $846 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
315
shares
|
$5,534
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
300
shares
|
$5,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
293
shares
|
$5,148
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
275
shares
|
$4,831
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
249
shares
|
$4,374
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
246
shares
|
$4,322
0.0% of portfolio
|
Q1 2022
Added 66.22%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
229
shares
|
$4,023
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
200
shares
|
$3,514
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
200
shares
|
$3,514
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
189
shares
|
$3,320
0.0% of portfolio
|
Q3 2025
Reduced 25.3%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
174
shares
|
$3,057
0.0% of portfolio
|
Q2 2025
Reduced 98.15%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
153
shares
|
$2,688
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
100
shares
|
$1,757
0.0% of portfolio
|
Q4 2024
Reduced 88.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
100
shares
|
$1,757
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
89
shares
|
$1,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
57
shares
|
$1,001
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
56
shares
|
$983
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
53
shares
|
$931
0.0% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
51
shares
|
$896
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
51
shares
|
$896
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
46
shares
|
$808
0.0% of portfolio
|
Q3 2025
Reduced 76.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
32
shares
|
$562
0.0% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
25
shares
|
$439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
2
shares
|
$35
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|