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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
23,534
shares
|
$413,492
0.01% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,504
shares
|
$412,965
0.0% of portfolio
|
Q2 2023
Reduced 24.93%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
23,323
shares
|
$409,785
0.72% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
23,101
shares
|
$405,884
0.01% of portfolio
|
Q3 2025
Reduced 29.98%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
23,081
shares
|
$405,533
0.45% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
23,000
shares
|
$404,110
0.02% of portfolio
|
Q3 2024
Added 410.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,726
shares
|
$399,295
0.01% of portfolio
|
Q2 2025
Reduced 90.47%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
22,181
shares
|
$389,720
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
22,103
shares
|
$388,349
0.0% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
22,056
shares
|
$387,523
0.02% of portfolio
|
Q3 2025
Reduced 91.61%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
21,857
shares
|
$384,027
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
21,176
shares
|
$372,062
0.02% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
20,304
shares
|
$356,741
0.0% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
20,062
shares
|
$352,489
0.03% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
20,000
shares
|
$351,400
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
19,634
shares
|
$344,969
0.01% of portfolio
|
Q1 2021
Added 55.42%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
19,385
shares
|
$340,594
0.02% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19,267
shares
|
$338,521
0.0% of portfolio
|
Q3 2025
Reduced 87.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,219
shares
|
$337,677
0.01% of portfolio
|
Q2 2020
Added 71.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
19,144
shares
|
$336,360
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
19,003
shares
|
$333,882
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
18,944
shares
|
$332,846
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
18,700
shares
|
$328,559
0.0% of portfolio
|
Q3 2025
Added 42.75%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
18,591
shares
|
$326,643
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
18,276
shares
|
$321,109
0.0% of portfolio
|
Q3 2025
Added 3.86%
|
|