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 |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
60,513
shares
|
$1.3 Million
0.35% of portfolio
|
Q4 2024
Reduced 61.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
59,584
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
55,748
shares
|
$1.19 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
55,573
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Feb 14, 2025 Q4 2024 |
54,968
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
54,897
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.14%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
53,030
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
52,450
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
51,340
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
50,268
shares
|
$1.08 Million
0.37% of portfolio
|
Q4 2024
Added 37.14%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
49,051
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
48,602
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
48,520
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 47.38%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
48,000
shares
|
$1.03 Million
0.25% of portfolio
|
Q4 2023
Added 10.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
47,603
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
47,313
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Added 214.25%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
47,184
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,288
shares
|
$948,206
0.38% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
43,077
shares
|
$922,278
0.16% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
42,619
shares
|
$912,472
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
42,012
shares
|
$899,476
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
38,727
shares
|
$829,145
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
38,509
shares
|
$824,477
0.02% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
38,200
shares
|
$817,862
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,792
shares
|
$787,716
0.02% of portfolio
|
Q4 2023
New holding
|