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 |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
20,930
shares
|
$406,669
0.05% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,897
shares
|
$406,028
0.0% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
20,841
shares
|
$404,940
0.15% of portfolio
|
Q1 2025
Added 22.57%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
20,264
shares
|
$393,729
0.61% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
20,218
shares
|
$392,835
0.01% of portfolio
|
Q1 2025
Added 27.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
20,073
shares
|
$390,018
0.01% of portfolio
|
Q1 2025
Added 28.49%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
20,000
shares
|
$388,600
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
20,000
shares
|
$388,600
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
19,655
shares
|
$381,896
0.03% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
19,634
shares
|
$381,488
0.02% of portfolio
|
Q1 2021
Added 55.42%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
19,385
shares
|
$376,650
0.03% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,219
shares
|
$373,425
0.01% of portfolio
|
Q2 2020
Added 71.45%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
19,025
shares
|
$369,655
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
18,878
shares
|
$366,799
0.0% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
18,837
shares
|
$366,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
18,767
shares
|
$364,642
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
18,713
shares
|
$363,593
0.01% of portfolio
|
Q1 2025
Reduced 81.15%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
18,240
shares
|
$354,403
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
18,050
shares
|
$350,711
0.01% of portfolio
|
Q4 2022
Reduced 44.46%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
17,459
shares
|
$339,228
0.25% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
17,267
shares
|
$335,497
0.0% of portfolio
|
Q1 2025
Added 28.87%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
17,241
shares
|
$334,992
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
17,177
shares
|
$333,749
0.01% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,919
shares
|
$328,736
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
16,765
shares
|
$325,743
0.01% of portfolio
|
Q1 2025
Reduced 84.73%
|