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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
120,828
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
117,971
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2025
Added 26.35%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
114,002
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
112,158
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
109,832
shares
|
$2.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
109,202
shares
|
$2.11 Million
2.59% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
109,030
shares
|
$2.11 Million
0.95% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
103,832
shares
|
$2.01 Million
0.03% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
102,522
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Added 42.98%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
97,439
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Added 210.35%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
96,700
shares
|
$1.87 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
96,608
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
94,063
shares
|
$1.82 Million
0.13% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
90,904
shares
|
$1.76 Million
0.61% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
88,148
shares
|
$1.7 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Aug 11, 2025 Q2 2025 |
86,457
shares
|
$1.67 Million
1.63% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
82,035
shares
|
$1.59 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
80,797
shares
|
$1.56 Million
0.04% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
80,170
shares
|
$1.55 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
79,227
shares
|
$1.53 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
78,951
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
77,234
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Added 80.03%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
77,178
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
76,455
shares
|
$1.48 Million
1.35% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
75,538
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2025
Reduced 27.01%
|