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 366 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
413,415
shares
|
$8.03 Million
0.16% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
404,170
shares
|
$7.85 Million
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
388,439
shares
|
$7.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
383,778
shares
|
$7.46 Million
0.1% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
369,368
shares
|
$7.18 Million
0.03% of portfolio
|
Q1 2025
Added 126.19%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
356,422
shares
|
$6.93 Million
1.31% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
341,045
shares
|
$6.63 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
336,988
shares
|
$6.55 Million
0.04% of portfolio
|
Q1 2025
Added 170.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
329,785
shares
|
$6.41 Million
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
322,781
shares
|
$6.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.7%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
306,625
shares
|
$5.96 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
285,929
shares
|
$5.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
283,311
shares
|
$5.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 52.19%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
278,894
shares
|
$5.42 Million
2.34% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
277,812
shares
|
$5.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
274,413
shares
|
$5.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
274,004
shares
|
$5.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
238,406
shares
|
$4.63 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,138
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Added 166.74%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
215,071
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2023
Added 25.75%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
211,318
shares
|
$4.11 Million
0.91% of portfolio
|
Q1 2025
Added 46.64%
|
|
|
Ares Management LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
201,606
shares
|
$3.92 Million
0.24% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
200,000
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
191,097
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
188,097
shares
|
$3.65 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.13%
|