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 395 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 |
|---|---|---|---|---|---|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
118,163
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
113,887
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
112,183
shares
|
$1.97 Million
0.11% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
111,956
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
111,276
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
111,276
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
111,045
shares
|
$1.95 Million
0.98% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
109,202
shares
|
$1.92 Million
2.59% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
107,148
shares
|
$1.88 Million
0.39% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
101,544
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
96,700
shares
|
$1.7 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
96,690
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
92,486
shares
|
$1.62 Million
0.55% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
89,575
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 173.28%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
88,366
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
88,336
shares
|
$1.55 Million
1.51% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
84,077
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
83,526
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Added 119.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
83,114
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
81,662
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
79,670
shares
|
$1.4 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
79,555
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Added 308.92%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
79,227
shares
|
$1.39 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
75,400
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Added 107.72%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Oct 15, 2025 Q3 2025 |
74,694
shares
|
$1.31 Million
1.31% of portfolio
|
Q3 2025
Reduced 2.3%
|
|