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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
16,519
shares
|
$320,964
0.01% of portfolio
|
Q1 2025
Added 110.43%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
16,421
shares
|
$319,060
0.1% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
16,232
shares
|
$315,387
0.14% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
16,113
shares
|
$313,075
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,530
shares
|
$301,747
0.01% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,317
shares
|
$297,609
0.12% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
15,293
shares
|
$297,142
0.04% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
15,178
shares
|
$294,908
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
15,175
shares
|
$294,850
0.0% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
15,000
shares
|
$291,450
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
14,748
shares
|
$286,553
0.11% of portfolio
|
Q4 2023
Added 19.75%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,730
shares
|
$286,203
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
14,694
shares
|
$285,504
0.03% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
14,545
shares
|
$282,609
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
14,516
shares
|
$282,045
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
14,461
shares
|
$280,977
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,312
shares
|
$278,082
0.01% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,200
shares
|
$275,906
0.01% of portfolio
|
Q2 2024
Added 23.48%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
14,150
shares
|
$274,934
0.05% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,049
shares
|
$272,972
0.0% of portfolio
|
Q1 2025
Reduced 17.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,952
shares
|
$271,087
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
13,813
shares
|
$268,386
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
13,775
shares
|
$267,648
0.0% of portfolio
|
Q1 2025
Reduced 67.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,719
shares
|
$266,560
0.0% of portfolio
|
Q3 2023
Reduced 33.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
13,548
shares
|
$263,237
0.03% of portfolio
|
Q1 2025
Added 0.07%
|