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 388 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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
5,784
shares
|
$101,624
0.0% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,426
shares
|
$95,334
0.0% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
5,261
shares
|
$92,435
0.01% of portfolio
|
Q4 2025
Added 85.44%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,024
shares
|
$88,271
0.0% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,848
shares
|
$85,179
0.0% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
4,835
shares
|
$84,950
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
4,353
shares
|
$76,482
0.01% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
4,141
shares
|
$72,757
0.03% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
4,020
shares
|
$70,631
0.0% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,966
shares
|
$69,682
0.0% of portfolio
|
Q3 2025
Reduced 79.57%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
3,893
shares
|
$68,400
0.01% of portfolio
|
Q4 2025
Added 2.29%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
3,811
shares
|
$66,959
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,715
shares
|
$65,272
0.0% of portfolio
|
Q3 2025
Reduced 31.41%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,532
shares
|
$62,057
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
3,515
shares
|
$61,758
0.01% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,381
shares
|
$59,404
0.01% of portfolio
|
Q2 2025
Added 576.2%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
3,181
shares
|
$55,890
0.02% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,110
shares
|
$54,642
0.01% of portfolio
|
Q2 2023
Added 3.08%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,094
shares
|
$54,361
0.03% of portfolio
|
Q1 2022
Reduced 10.68%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$52,710
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,900
shares
|
$50,953
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
2,740
shares
|
$48,141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,566
shares
|
$45,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
2,523
shares
|
$44,329
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,522
shares
|
$44,311
0.0% of portfolio
|
Q4 2022
New holding
|
|