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 |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
10,000
shares
|
$212,300
0.01% of portfolio
|
Q2 2021
Reduced 88.89%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
9,759
shares
|
$207,183
0.07% of portfolio
|
Q3 2022
Reduced 46.18%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
8,575
shares
|
$182,047
0.02% of portfolio
|
Q2 2024
Added 963.9%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
8,458
shares
|
$179,563
0.0% of portfolio
|
Q4 2024
Added 28.35%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
8,175
shares
|
$173,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
7,850
shares
|
$166,655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,505
shares
|
$159,331
0.01% of portfolio
|
Q1 2021
Added 49.12%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
6,705
shares
|
$142,347
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
6,634
shares
|
$140,839
0.0% of portfolio
|
Q4 2024
Added 86.61%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,688
shares
|
$120,756
0.0% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
5,456
shares
|
$115,830
0.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,505
shares
|
$95,641
0.0% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,300
shares
|
$91,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
4,126
shares
|
$87,594
0.02% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,042
shares
|
$85,811
0.0% of portfolio
|
Q4 2024
Added 199.63%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
4,003
shares
|
$84,983
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
4,003
shares
|
$84,983
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
4,000
shares
|
$84,920
0.0% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3,976
shares
|
$84,410
0.04% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
3,811
shares
|
$80,907
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,800
shares
|
$80,674
0.0% of portfolio
|
Q4 2024
Reduced 34.48%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
3,571
shares
|
$75,812
0.02% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,532
shares
|
$74,984
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,110
shares
|
$66,025
0.01% of portfolio
|
Q2 2023
Added 3.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
3,096
shares
|
$65,728
0.0% of portfolio
|
Q4 2024
Added 2.45%
|