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 368 institutions that hold shares in the stock, with a total of 39.6 Million shares, which have been reported (via 13F filing form) to have a value of $848 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12,695
shares
|
$269,514
0.05% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,515
shares
|
$265,693
0.01% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
12,335
shares
|
$261,872
0.0% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
12,295
shares
|
$261,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
12,198
shares
|
$258,963
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,195
shares
|
$258,899
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
12,050
shares
|
$255,821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
12,000
shares
|
$254,760
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
11,892
shares
|
$252,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
11,688
shares
|
$248,136
0.02% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
11,587
shares
|
$245,992
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,531
shares
|
$244,803
0.0% of portfolio
|
Q4 2024
Reduced 38.72%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
10,945
shares
|
$232,362
0.08% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
10,943
shares
|
$232,319
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
10,900
shares
|
$231,407
0.04% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,826
shares
|
$229,835
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
10,774
shares
|
$228,732
0.0% of portfolio
|
Q2 2024
Added 22.75%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,676
shares
|
$226,651
0.0% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10,500
shares
|
$222,915
0.39% of portfolio
|
Q1 2022
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
10,484
shares
|
$222,575
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
10,312
shares
|
$218,923
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
10,302
shares
|
$218,711
0.06% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,167
shares
|
$215,845
0.13% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
10,111
shares
|
$214,656
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
10,003
shares
|
$212,363
0.01% of portfolio
|
Q4 2024
New holding
|