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 395 institutions that hold shares in the stock, with a total of 48.2 Million shares, which have been reported (via 13F filing form) to have a value of $847 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
31,204
shares
|
$548,254
0.0% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
31,175
shares
|
$547,744
0.02% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
31,063
shares
|
$545,776
0.41% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
31,017
shares
|
$544,968
0.11% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
30,257
shares
|
$531,615
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
30,175
shares
|
$530,174
0.36% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30,112
shares
|
$529,067
0.05% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
29,500
shares
|
$518,315
0.15% of portfolio
|
Q3 2025
Reduced 23.38%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
29,246
shares
|
$513,852
0.13% of portfolio
|
Q1 2021
Added 92.53%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
29,068
shares
|
$510,724
0.06% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
29,000
shares
|
$509,530
0.22% of portfolio
|
Q1 2025
Added 41.46%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
28,966
shares
|
$508,932
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
28,593
shares
|
$502,379
0.0% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
28,046
shares
|
$492,768
0.0% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
27,808
shares
|
$488,586
0.01% of portfolio
|
Q4 2025
Reduced 22.28%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
27,400
shares
|
$481,418
0.01% of portfolio
|
Q3 2025
Reduced 20.17%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
25,902
shares
|
$455,098
0.01% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
25,066
shares
|
$440,409
0.01% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,898
shares
|
$437,457
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
24,525
shares
|
$430,904
0.14% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
24,517
shares
|
$430,763
0.01% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
24,200
shares
|
$425,194
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
24,153
shares
|
$424,368
0.21% of portfolio
|
Q4 2023
Added 15.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
23,989
shares
|
$421,486
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
23,697
shares
|
$416,356
0.08% of portfolio
|
Q3 2025
New holding
|
|