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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
71,449
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
71,032
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
69,615
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 196.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
65,842
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
65,371
shares
|
$1.15 Million
0.41% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
64,577
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
63,046
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
61,398
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 63.55%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
59,957
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
59,179
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
59,130
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.19%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Oct 22, 2025 Q3 2025 |
58,030
shares
|
$1.02 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
56,409
shares
|
$991,106
0.07% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
55,689
shares
|
$978,455
0.0% of portfolio
|
Q3 2025
Added 26.16%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
55,117
shares
|
$968,405
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
54,074
shares
|
$950,080
0.01% of portfolio
|
Q3 2025
Added 109.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
53,749
shares
|
$944,369
0.02% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
52,678
shares
|
$925,552
0.03% of portfolio
|
Q3 2025
Reduced 45.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
52,415
shares
|
$920,931
0.03% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
52,087
shares
|
$915,168
0.0% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
50,473
shares
|
$886,810
0.06% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
49,886
shares
|
$876,497
0.0% of portfolio
|
Q3 2025
Added 19.28%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
48,000
shares
|
$843,360
0.28% of portfolio
|
Q4 2023
Added 10.34%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
44,167
shares
|
$776,014
0.12% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
43,928
shares
|
$771,814
0.0% of portfolio
|
Q3 2025
Reduced 44.36%
|
|