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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
61,141
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
58,923
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
57,579
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
56,898
shares
|
$1.09 Million
0.14% of portfolio
|
Q1 2025
Reduced 30.94%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
56,700
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
55,845
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
53,526
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 46.38%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
52,320
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
51,340
shares
|
$981,620
0.03% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
51,195
shares
|
$978,848
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
50,110
shares
|
$958,103
0.06% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
49,659
shares
|
$949,480
0.02% of portfolio
|
Q1 2025
Added 228.35%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
48,947
shares
|
$935,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
48,000
shares
|
$917,760
0.25% of portfolio
|
Q4 2023
Added 10.34%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
47,068
shares
|
$899,940
0.03% of portfolio
|
Q1 2025
Added 22.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
46,811
shares
|
$895,026
0.03% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
45,863
shares
|
$876,900
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
45,600
shares
|
$871,872
0.14% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
43,328
shares
|
$828,431
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
42,900
shares
|
$820,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
42,682
shares
|
$816,079
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
42,401
shares
|
$810,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
38,500
shares
|
$736,120
0.19% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
38,393
shares
|
$734,074
0.0% of portfolio
|
Q1 2025
Added 50.3%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
38,275
shares
|
$731,818
0.08% of portfolio
|
Q1 2025
Added 22.24%
|