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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
29,949
shares
|
$578,914
0.11% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,922
shares
|
$578,392
0.0% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
29,858
shares
|
$577,155
0.0% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
29,551
shares
|
$571,220
0.01% of portfolio
|
Q2 2025
Reduced 40.49%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
29,246
shares
|
$565,325
0.13% of portfolio
|
Q1 2021
Added 92.53%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
29,000
shares
|
$560,570
0.25% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
28,413
shares
|
$549,223
0.0% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
28,005
shares
|
$541,336
0.14% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
27,059
shares
|
$523,050
0.02% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
26,125
shares
|
$504,996
0.02% of portfolio
|
Q2 2025
Reduced 32.5%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
25,816
shares
|
$499,023
0.05% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
25,800
shares
|
$498,713
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
25,170
shares
|
$486,536
0.01% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
24,200
shares
|
$467,785
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
24,153
shares
|
$466,877
0.22% of portfolio
|
Q4 2023
Added 15.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
23,881
shares
|
$461,619
0.01% of portfolio
|
Q2 2025
Reduced 23.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,539
shares
|
$455,008
0.0% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
23,516
shares
|
$454,564
0.01% of portfolio
|
Q2 2025
Reduced 54.2%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,504
shares
|
$454,332
0.0% of portfolio
|
Q2 2023
Reduced 24.93%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
23,081
shares
|
$446,155
0.45% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
23,000
shares
|
$444,589
0.02% of portfolio
|
Q3 2024
Added 410.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,726
shares
|
$439,293
0.01% of portfolio
|
Q2 2025
Reduced 90.47%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
22,482
shares
|
$434,577
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
22,345
shares
|
$431,928
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
21,956
shares
|
$424,409
0.14% of portfolio
|
Q2 2025
Added 5.35%
|