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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
15,375
shares
|
$329,178
0.16% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
15,190
shares
|
$325,217
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
15,178
shares
|
$324,960
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
15,124
shares
|
$323,804
0.01% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,030
shares
|
$321,792
0.0% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
15,000
shares
|
$321,150
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
14,748
shares
|
$315,754
0.11% of portfolio
|
Q4 2023
Added 19.75%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,498
shares
|
$310,402
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
14,494
shares
|
$310,316
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
14,469
shares
|
$309,781
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
14,469
shares
|
$309,781
0.11% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,312
shares
|
$306,419
0.01% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
14,200
shares
|
$304,022
0.01% of portfolio
|
Q2 2024
Added 23.48%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
14,193
shares
|
$303,872
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
14,115
shares
|
$302,202
0.04% of portfolio
|
Q2 2023
Reduced 7.84%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
14,036
shares
|
$300,510
0.01% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,950
shares
|
$298,669
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
13,913
shares
|
$297,877
0.01% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,719
shares
|
$293,723
0.0% of portfolio
|
Q3 2023
Reduced 33.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
13,538
shares
|
$289,848
0.03% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
13,406
shares
|
$287,022
0.02% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
13,399
shares
|
$286,872
0.0% of portfolio
|
Q4 2024
Reduced 37.66%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
13,317
shares
|
$285,116
0.02% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
13,100
shares
|
$280,471
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,024
shares
|
$278,843
0.24% of portfolio
|
Q4 2024
Added 13.83%
|