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 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
38,264
shares
|
$743,469
0.03% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
38,200
shares
|
$742,226
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
37,985
shares
|
$738,048
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,792
shares
|
$714,868
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
35,781
shares
|
$695,224
0.01% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
35,740
shares
|
$694,428
0.0% of portfolio
|
Q1 2025
Reduced 82.72%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
35,717
shares
|
$693,981
0.01% of portfolio
|
Q1 2025
Added 185.39%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
32,994
shares
|
$641,073
0.0% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
32,778
shares
|
$636,876
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
32,620
shares
|
$633,806
0.31% of portfolio
|
Q3 2021
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
31,473
shares
|
$611,520
0.48% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
31,396
shares
|
$610,024
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
30,753
shares
|
$597,530
0.03% of portfolio
|
Q1 2025
Added 58.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
30,635
shares
|
$595,238
0.01% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
30,415
shares
|
$590,963
0.0% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
30,375
shares
|
$590,186
0.38% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30,112
shares
|
$585,076
0.05% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
29,938
shares
|
$581,695
0.0% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
29,702
shares
|
$577,109
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
29,246
shares
|
$568,249
0.14% of portfolio
|
Q1 2021
Added 92.53%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
29,000
shares
|
$563,470
0.25% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
28,615
shares
|
$555,989
0.0% of portfolio
|
Q1 2025
Reduced 96.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
28,597
shares
|
$555,639
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
28,557
shares
|
$554,862
0.0% of portfolio
|
Q1 2025
Added 36.58%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
28,449
shares
|
$552,764
0.14% of portfolio
|
Q4 2024
Added 5.78%
|