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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
109,136
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
107,332
shares
|
$2.3 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
103,654
shares
|
$2.22 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
99,252
shares
|
$2.12 Million
0.05% of portfolio
|
Q4 2024
Added 47.58%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
96,700
shares
|
$2.07 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
95,263
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
94,122
shares
|
$2.02 Million
0.02% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
93,680
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
92,447
shares
|
$1.98 Million
0.14% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
88,934
shares
|
$1.9 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
88,515
shares
|
$1.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
82,936
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
82,393
shares
|
$1.76 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
80,170
shares
|
$1.72 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
79,227
shares
|
$1.7 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
78,870
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Feb 10, 2025 Q4 2024 |
77,426
shares
|
$1.66 Million
1.5% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
77,276
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
71,036
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,032
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
67,362
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
65,125
shares
|
$1.39 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
63,171
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
62,259
shares
|
$1.33 Million
0.12% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
60,897
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.03%
|