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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
41,470
shares
|
$728,627
0.0% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
40,996
shares
|
$720,299
0.24% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
40,817
shares
|
$717,154
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,615
shares
|
$713,605
0.0% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Smh Capital Advisors Inc
|
Nov 12, 2025 Q3 2025 |
40,565
shares
|
$712,727
2.97% of portfolio
|
Q3 2025
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
40,379
shares
|
$709,459
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
38,720
shares
|
$680,310
0.02% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
38,200
shares
|
$671,174
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
38,125
shares
|
$669,856
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
38,016
shares
|
$667,941
0.03% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
37,819
shares
|
$664,479
0.04% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
37,427
shares
|
$657,592
0.0% of portfolio
|
Q3 2025
Reduced 51.54%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
37,133
shares
|
$652,426
0.05% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
36,792
shares
|
$646,435
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,722
shares
|
$645,205
0.0% of portfolio
|
Q3 2025
Reduced 25.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
36,598
shares
|
$643,026
0.0% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
35,947
shares
|
$631,588
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
35,781
shares
|
$628,672
0.01% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
35,000
shares
|
$614,950
0.01% of portfolio
|
Q3 2025
Added 93.91%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
34,447
shares
|
$605,233
0.17% of portfolio
|
Q3 2025
Added 121.75%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
32,901
shares
|
$578,070
0.19% of portfolio
|
Q3 2025
Added 49.85%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
32,755
shares
|
$575,505
0.0% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
32,697
shares
|
$574,486
0.01% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
32,620
shares
|
$573,133
0.31% of portfolio
|
Q3 2021
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
32,250
shares
|
$566,632
0.02% of portfolio
|
Q2 2025
New holding
|
|