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 |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,094
shares
|
$65,685
0.03% of portfolio
|
Q1 2022
Reduced 10.68%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
3,000
shares
|
$63,690
0.0% of portfolio
|
Q2 2024
Reduced 30.31%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,950
shares
|
$62,628
0.01% of portfolio
|
Q3 2023
Added 166.25%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,756
shares
|
$58,509
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
2,608
shares
|
$55,367
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
2,522
shares
|
$53,542
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,474
shares
|
$52,523
0.0% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,391
shares
|
$50,760
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,388
shares
|
$50,697
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
2,338
shares
|
$49,635
0.0% of portfolio
|
Q1 2023
Reduced 2.09%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
2,337
shares
|
$49,614
0.01% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,325
shares
|
$49,359
0.01% of portfolio
|
Q4 2024
Added 345.4%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,142
shares
|
$45,474
0.02% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
2,020
shares
|
$42,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,919
shares
|
$40,740
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
1,878
shares
|
$39,869
0.01% of portfolio
|
Q4 2024
Added 238.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,802
shares
|
$38,256
0.0% of portfolio
|
Q4 2024
Added 177.23%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,750
shares
|
$37,152
0.01% of portfolio
|
Q2 2021
Reduced 5.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,732
shares
|
$36,770
0.0% of portfolio
|
Q4 2024
Reduced 68.11%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,713
shares
|
$36,366
0.02% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,703
shares
|
$36,154
0.01% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,614
shares
|
$34,265
0.02% of portfolio
|
Q2 2022
Added 3.46%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
1,580
shares
|
$33,543
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,546
shares
|
$32,821
0.0% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$31,845
0.0% of portfolio
|
Q2 2022
Reduced 39.81%
|