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 395 institutions that hold shares in the stock, with a total of 48.2 Million shares, which have been reported (via 13F filing form) to have a value of $847 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
11,425
shares
|
$200,737
0.05% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
11,333
shares
|
$199,120
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
11,295
shares
|
$198,453
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Arga Investment Management, LP
|
Oct 31, 2025 Q3 2025 |
11,223
shares
|
$197,188
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
11,015
shares
|
$193,533
0.0% of portfolio
|
Q3 2025
Reduced 93.65%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
10,900
shares
|
$191,513
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
10,828
shares
|
$190,247
0.07% of portfolio
|
Q3 2025
Reduced 26.58%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
10,575
shares
|
$185,802
0.0% of portfolio
|
Q3 2025
Reduced 23.23%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10,500
shares
|
$184,485
0.39% of portfolio
|
Q1 2022
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
10,486
shares
|
$184,239
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,325
shares
|
$181,410
0.0% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
10,312
shares
|
$181,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,078
shares
|
$177,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,000
shares
|
$175,700
0.01% of portfolio
|
Q2 2021
Reduced 88.89%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,041
shares
|
$158,850
0.0% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
8,959
shares
|
$157,409
0.05% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
8,905
shares
|
$156,460
0.01% of portfolio
|
Q3 2025
Added 27.21%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
8,700
shares
|
$152,859
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,642
shares
|
$151,839
0.0% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
7,698
shares
|
$135,253
0.0% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,505
shares
|
$131,862
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,505
shares
|
$131,862
0.01% of portfolio
|
Q1 2021
Added 49.12%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
7,500
shares
|
$131,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
6,705
shares
|
$117,806
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,652
shares
|
$116,875
0.0% of portfolio
|
Q3 2025
Added 11.39%
|
|