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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
19,385
shares
|
$415,032
0.03% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,219
shares
|
$411,478
0.01% of portfolio
|
Q2 2020
Added 71.45%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
19,084
shares
|
$408,588
0.04% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
18,921
shares
|
$405,098
0.65% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
18,050
shares
|
$386,450
0.01% of portfolio
|
Q4 2022
Reduced 44.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
17,921
shares
|
$383,688
0.02% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
17,717
shares
|
$379,320
0.0% of portfolio
|
Q4 2024
Reduced 35.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
17,645
shares
|
$377,779
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
17,304
shares
|
$370,478
0.25% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
17,260
shares
|
$369,536
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
17,177
shares
|
$367,759
0.17% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
17,177
shares
|
$367,759
0.01% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
17,161
shares
|
$367,417
0.1% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
17,111
shares
|
$366,346
0.0% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
17,107
shares
|
$366,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
17,003
shares
|
$364,034
0.13% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
16,919
shares
|
$362,235
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
16,388
shares
|
$350,867
0.0% of portfolio
|
Q4 2024
Added 301.08%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
16,282
shares
|
$348,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
Feb 11, 2025 Q4 2024 |
16,113
shares
|
$344,979
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,866
shares
|
$339,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,811
shares
|
$338,513
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,622
shares
|
$334,467
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
15,490
shares
|
$331,640
0.06% of portfolio
|
Q4 2024
Added 45.56%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
15,403
shares
|
$329,778
0.01% of portfolio
|
Q4 2024
Reduced 1.05%
|