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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
21,878
shares
|
$422,901
0.0% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
21,280
shares
|
$411,342
0.01% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
20,992
shares
|
$405,775
0.65% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
20,950
shares
|
$404,963
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
20,925
shares
|
$404,480
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
20,440
shares
|
$395,105
0.02% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
20,106
shares
|
$388,648
0.0% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$386,599
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
20,000
shares
|
$386,599
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
19,655
shares
|
$379,931
0.03% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
19,634
shares
|
$379,525
0.01% of portfolio
|
Q1 2021
Added 55.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
19,455
shares
|
$376,065
0.03% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19,410
shares
|
$375,195
0.01% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
19,385
shares
|
$374,712
0.02% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,297
shares
|
$373,011
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,219
shares
|
$371,503
0.01% of portfolio
|
Q2 2020
Added 71.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,103
shares
|
$369,260
0.01% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
18,911
shares
|
$365,549
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
18,772
shares
|
$362,862
0.01% of portfolio
|
Q2 2025
Added 20.88%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
18,440
shares
|
$356,445
0.07% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
18,253
shares
|
$352,830
0.04% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
18,050
shares
|
$348,906
0.01% of portfolio
|
Q4 2022
Reduced 44.46%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
17,596
shares
|
$340,130
0.0% of portfolio
|
Q2 2025
Reduced 75.85%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
16,919
shares
|
$327,044
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
16,875
shares
|
$326,193
0.0% of portfolio
|
Q2 2025
Added 16.69%
|