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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
16,232
shares
|
$313,764
0.01% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
16,232
shares
|
$313,764
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
|
$311,464
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
15,534
shares
|
$300,272
0.07% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
15,503
shares
|
$299,672
0.01% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
15,442
shares
|
$298,493
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,317
shares
|
$296,077
0.12% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
15,293
shares
|
$295,613
0.03% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
15,178
shares
|
$293,390
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
15,017
shares
|
$290,278
0.0% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$289,950
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,748
shares
|
$285,078
0.09% of portfolio
|
Q4 2023
Added 19.75%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,734
shares
|
$284,808
0.01% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,730
shares
|
$284,730
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,679
shares
|
$283,745
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
14,563
shares
|
$281,502
0.21% of portfolio
|
Q2 2025
Reduced 41.71%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,200
shares
|
$274,486
0.01% of portfolio
|
Q2 2024
Added 23.48%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
14,150
shares
|
$273,519
0.04% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,012
shares
|
$270,851
0.01% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,950
shares
|
$269,653
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
13,775
shares
|
$266,270
0.0% of portfolio
|
Q1 2025
Reduced 67.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
13,724
shares
|
$265,284
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,719
shares
|
$265,188
0.0% of portfolio
|
Q3 2023
Reduced 33.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,538
shares
|
$261,689
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,484
shares
|
$260,645
0.0% of portfolio
|
Q2 2025
Added 2.7%
|