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 |
|---|---|---|---|---|---|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
38,200
shares
|
$738,405
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
38,115
shares
|
$736,762
0.0% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
38,019
shares
|
$734,907
0.08% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
37,985
shares
|
$734,250
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
37,144
shares
|
$717,993
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Aug 05, 2025 Q2 2025 |
36,842
shares
|
$712,155
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
36,798
shares
|
$711,305
0.03% of portfolio
|
Q2 2025
Reduced 58.43%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,792
shares
|
$711,189
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
36,299
shares
|
$701,659
0.0% of portfolio
|
Q2 2025
Added 67.66%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
36,100
shares
|
$697,812
0.0% of portfolio
|
Q2 2025
Reduced 32.56%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
35,781
shares
|
$691,646
0.01% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
34,323
shares
|
$663,463
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
32,993
shares
|
$637,754
0.01% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
32,778
shares
|
$633,598
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
32,620
shares
|
$630,544
0.31% of portfolio
|
Q3 2021
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
32,250
shares
|
$623,392
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
31,775
shares
|
$614,210
0.0% of portfolio
|
Q4 2024
Added 26.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
31,717
shares
|
$613,089
0.01% of portfolio
|
Q2 2025
Added 125.76%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
31,365
shares
|
$606,285
0.0% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
31,345
shares
|
$605,898
0.43% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
31,240
shares
|
$603,869
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
30,415
shares
|
$587,921
0.0% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
30,389
shares
|
$587,419
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
30,375
shares
|
$587,148
0.38% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30,112
shares
|
$582,064
0.05% of portfolio
|
Q3 2022
Reduced 6.57%
|