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 |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
404,170
shares
|
$8.65 Million
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
389,280
shares
|
$8.33 Million
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
386,006
shares
|
$8.26 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
382,163
shares
|
$8.18 Million
0.11% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Credit Agricole S A
|
Feb 14, 2025 Q4 2024 |
360,565
shares
|
$7.72 Million
0.02% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
356,422
shares
|
$7.63 Million
1.31% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
349,500
shares
|
$7.48 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
327,467
shares
|
$7.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 95.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
327,372
shares
|
$7.01 Million
0.01% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
325,912
shares
|
$6.98 Million
0.0% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
322,781
shares
|
$6.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.7%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
321,965
shares
|
$6.89 Million
0.04% of portfolio
|
Q4 2024
Added 44.53%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
312,575
shares
|
$6.69 Million
2.04% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
294,680
shares
|
$6.31 Million
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
289,183
shares
|
$6.19 Million
0.05% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
282,713
shares
|
$6.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
275,876
shares
|
$5.91 Million
2.09% of portfolio
|
Q4 2024
Added 32.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
253,428
shares
|
$5.43 Million
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
249,700
shares
|
$5.35 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
228,138
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2024
Added 166.74%
|
|
|
Ares Management LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
226,606
shares
|
$4.85 Million
0.16% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
222,491
shares
|
$4.76 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
215,071
shares
|
$4.6 Million
0.0% of portfolio
|
Q4 2023
Added 25.75%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
212,810
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2024
Added 49.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
206,840
shares
|
$4.43 Million
0.0% of portfolio
|
Q4 2024
Added 78.62%
|