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 393 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 $846 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 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
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
2,350
shares
|
$41,289
0.04% of portfolio
|
Q4 2023
Added 0.96%
|
|
|
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
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,829
shares
|
$32,135
0.0% of portfolio
|
Q2 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
|
|
|
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
|
|
|
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%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$26,355
0.02% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
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
|
|