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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
36,566
shares
|
$782,878
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
36,563
shares
|
$782,813
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
34,050
shares
|
$729,010
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
33,849
shares
|
$724,707
0.01% of portfolio
|
Q4 2024
Added 72.4%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
33,289
shares
|
$712,717
0.0% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
33,122
shares
|
$709,142
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
32,620
shares
|
$698,394
0.31% of portfolio
|
Q3 2021
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
31,690
shares
|
$678,482
0.5% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
31,312
shares
|
$670,389
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
30,550
shares
|
$654,075
0.45% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,476
shares
|
$652,491
0.0% of portfolio
|
Q4 2024
Added 28.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
30,326
shares
|
$649,279
0.0% of portfolio
|
Q4 2024
Reduced 47.23%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
30,307
shares
|
$648,872
0.03% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
30,131
shares
|
$645,104
0.01% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
30,112
shares
|
$644,697
0.05% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
29,615
shares
|
$634,057
0.02% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
29,246
shares
|
$626,156
0.14% of portfolio
|
Q1 2021
Added 92.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
28,758
shares
|
$615,708
0.03% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
28,449
shares
|
$609,093
0.14% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
27,417
shares
|
$586,997
0.02% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
26,966
shares
|
$577,342
0.0% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
26,924
shares
|
$576,442
0.01% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
26,900
shares
|
$575,929
0.02% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
26,900
shares
|
$575,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,545
shares
|
$546,918
0.0% of portfolio
|
Q4 2024
Reduced 3.86%
|