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 $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
28,348
shares
|
$550,801
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
26,951
shares
|
$523,657
0.01% of portfolio
|
Q1 2025
Added 33.23%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
26,339
shares
|
$511,766
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
26,125
shares
|
$507,608
0.02% of portfolio
|
Q2 2025
Reduced 32.5%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
26,108
shares
|
$507,278
0.0% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
25,953
shares
|
$504,266
0.0% of portfolio
|
Q1 2025
Added 30.46%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
24,982
shares
|
$485,400
0.39% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
24,483
shares
|
$475,704
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
24,200
shares
|
$470,206
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
24,153
shares
|
$469,292
0.27% of portfolio
|
Q4 2023
Added 15.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,504
shares
|
$456,682
0.0% of portfolio
|
Q2 2023
Reduced 24.93%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
23,470
shares
|
$456,022
0.03% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
23,458
shares
|
$455,788
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
23,081
shares
|
$448,463
0.45% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
23,000
shares
|
$446,890
0.03% of portfolio
|
Q3 2024
Added 410.43%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
22,854
shares
|
$444,053
0.01% of portfolio
|
Q1 2025
Added 85.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,580
shares
|
$438,729
0.0% of portfolio
|
Q1 2025
Reduced 53.46%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
22,284
shares
|
$432,978
0.0% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
22,014
shares
|
$427,732
0.03% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
21,912
shares
|
$425,750
0.0% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
21,651
shares
|
$420,678
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,227
shares
|
$412,440
0.01% of portfolio
|
Q1 2025
Added 758.0%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
21,185
shares
|
$411,624
0.05% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
21,032
shares
|
$408,651
0.04% of portfolio
|
Q1 2025
Added 1.4%
|