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 394 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,365
shares
|
$23,983
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,250
shares
|
$21,962
0.0% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
1,000
shares
|
$17,570
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
960
shares
|
$16,867
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
915
shares
|
$16,076
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
900
shares
|
$15,813
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
900
shares
|
$15,813
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
884
shares
|
$15,531
0.0% of portfolio
|
Q3 2025
Reduced 81.51%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
836
shares
|
$14,688
0.01% of portfolio
|
Q2 2025
Added 30.42%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
756
shares
|
$13,282
0.0% of portfolio
|
Q2 2024
Added 278.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
720
shares
|
$12,650
0.0% of portfolio
|
Q3 2025
Reduced 47.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
710
shares
|
$12,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
700
shares
|
$12,299
0.0% of portfolio
|
Q2 2025
Reduced 51.59%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
656
shares
|
$11,525
0.0% of portfolio
|
Q1 2025
Added 556.0%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
625
shares
|
$10,981
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
600
shares
|
$10,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
600
shares
|
$10,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
577
shares
|
$10,137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
520
shares
|
$9,136
0.0% of portfolio
|
Q4 2024
Added 73.33%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
517
shares
|
$9,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
413
shares
|
$7,256
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
347
shares
|
$6,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
329
shares
|
$5,780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
322
shares
|
$5,657
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|