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 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
215,071
shares
|
$4.16 Million
0.0% of portfolio
|
Q4 2023
Added 25.75%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
211,138
shares
|
$4.08 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
203,691
shares
|
$3.94 Million
0.47% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
203,205
shares
|
$3.93 Million
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Ares Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
201,606
shares
|
$3.9 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
192,823
shares
|
$3.73 Million
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
186,543
shares
|
$3.61 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
173,508
shares
|
$3.35 Million
0.09% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
169,462
shares
|
$3.28 Million
0.18% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
168,436
shares
|
$3.26 Million
0.2% of portfolio
|
Q2 2025
Added 665.13%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
168,362
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 243.97%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
167,190
shares
|
$3.23 Million
0.25% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
164,755
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
155,832
shares
|
$3.01 Million
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
153,113
shares
|
$2.96 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor Frigon Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
151,535
shares
|
$2.93 Million
1.52% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
151,351
shares
|
$2.93 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
150,435
shares
|
$2.91 Million
0.31% of portfolio
|
Q2 2025
Added 60.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
143,346
shares
|
$2.77 Million
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
141,787
shares
|
$2.74 Million
0.07% of portfolio
|
Q2 2025
Added 745.73%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
138,408
shares
|
$2.68 Million
2.39% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
134,533
shares
|
$2.6 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
128,987
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Added 61.79%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
125,405
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
123,352
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Added 1098.17%
|