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 |
|---|---|---|---|---|---|
|
Fj Capital Management LLC
Mclean, VA |
May 15, 2025 Q1 2025 |
93,829
shares
|
$1.82 Million
0.2% of portfolio
|
Q1 2025
Added 70.7%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
93,368
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Added 70.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
92,968
shares
|
$1.81 Million
0.14% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
90,989
shares
|
$1.77 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
90,904
shares
|
$1.77 Million
0.61% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
90,876
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
88,901
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
88,531
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
84,602
shares
|
$1.64 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
82,490
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
80,170
shares
|
$1.56 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
79,723
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
79,440
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
79,227
shares
|
$1.54 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
77,699
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
76,483
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
76,455
shares
|
$1.49 Million
1.35% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
75,696
shares
|
$1.47 Million
1.2% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
72,854
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
71,702
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,032
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
69,924
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
69,669
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
65,371
shares
|
$1.27 Million
0.41% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
61,269
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 2.83%
|