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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
184,454
shares
|
$3.53 Million
0.44% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
169,462
shares
|
$3.24 Million
0.18% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
165,898
shares
|
$3.17 Million
0.1% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
153,851
shares
|
$2.94 Million
0.27% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
153,147
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
151,666
shares
|
$2.9 Million
0.27% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Taylor Frigon Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
151,535
shares
|
$2.9 Million
1.52% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
151,384
shares
|
$2.89 Million
0.01% of portfolio
|
Q1 2025
Added 26.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
142,649
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
140,565
shares
|
$2.69 Million
0.02% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
138,408
shares
|
$2.65 Million
2.39% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
125,592
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
123,706
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
123,610
shares
|
$2.36 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
123,511
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
119,453
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Added 89.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
116,514
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Added 23.79%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
114,002
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
111,719
shares
|
$2.14 Million
0.04% of portfolio
|
Q1 2025
Added 127.76%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
111,431
shares
|
$2.13 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
110,425
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
109,832
shares
|
$2.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
109,202
shares
|
$2.09 Million
2.59% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
103,486
shares
|
$1.98 Million
0.3% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
96,700
shares
|
$1.85 Million
1.06% of portfolio
|
Q4 2024
New holding
|