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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
25,414
shares
|
$544,113
0.01% of portfolio
|
Q4 2024
Added 30.65%
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
24,602
shares
|
$526,728
0.36% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
24,597
shares
|
$526,621
0.02% of portfolio
|
Q4 2024
Reduced 34.24%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
24,500
shares
|
$524,545
0.14% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
24,463
shares
|
$523,752
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
24,153
shares
|
$517,115
0.28% of portfolio
|
Q4 2023
Added 15.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,504
shares
|
$503,220
0.0% of portfolio
|
Q2 2023
Reduced 24.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,413
shares
|
$501,272
0.0% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
23,081
shares
|
$494,164
0.45% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
23,021
shares
|
$492,879
0.0% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
23,000
shares
|
$492,430
0.03% of portfolio
|
Q3 2024
Added 410.43%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
22,377
shares
|
$479,091
0.05% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
21,978
shares
|
$470,548
0.0% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
21,441
shares
|
$459,051
0.03% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
21,071
shares
|
$451,130
0.06% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,908
shares
|
$447,640
0.0% of portfolio
|
Q4 2024
Added 43.08%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
20,891
shares
|
$447,276
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
20,742
shares
|
$444,086
0.04% of portfolio
|
Q4 2024
Reduced 94.91%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
20,500
shares
|
$438,905
0.2% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
20,229
shares
|
$433,102
0.01% of portfolio
|
Q4 2024
Added 90.39%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
20,000
shares
|
$428,200
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$428,200
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
19,894
shares
|
$425,930
0.0% of portfolio
|
Q4 2024
Reduced 47.34%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
19,634
shares
|
$420,363
0.02% of portfolio
|
Q1 2021
Added 55.42%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
19,462
shares
|
$416,681
0.06% of portfolio
|
Q4 2024
New holding
|