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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
2,251
shares
|
$39,550
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,142
shares
|
$37,634
0.02% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
2,035
shares
|
$35,754
0.01% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
2,020
shares
|
$35,491
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,017
shares
|
$35,438
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
2,002
shares
|
$35,175
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2,000
shares
|
$35,140
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,919
shares
|
$33,716
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
1,900
shares
|
$33,383
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,845
shares
|
$32,416
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,786
shares
|
$31,380
0.0% of portfolio
|
Q3 2025
Added 28.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,750
shares
|
$30,747
0.01% of portfolio
|
Q2 2021
Reduced 5.41%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,614
shares
|
$28,357
0.02% of portfolio
|
Q2 2022
Added 3.46%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
1,580
shares
|
$27,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
1,576
shares
|
$27,690
0.02% of portfolio
|
Q4 2025
Reduced 32.94%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,544
shares
|
$27,128
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,525
shares
|
$26,794
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,500
shares
|
$26,355
0.02% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,500
shares
|
$26,355
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$26,355
0.0% of portfolio
|
Q2 2022
Reduced 39.81%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,487
shares
|
$26,126
0.01% of portfolio
|
Q3 2025
Added 53.46%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
1,392
shares
|
$24,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,250
shares
|
$21,962
0.0% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
1,205
shares
|
$21,171
0.0% of portfolio
|
Q4 2025
Reduced 11.72%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
1,000
shares
|
$17,570
0.0% of portfolio
|
Q4 2025
New holding
|
|