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 |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
17,971
shares
|
$315,750
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
17,940
shares
|
$315,205
0.06% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
17,869
shares
|
$313,958
0.01% of portfolio
|
Q3 2025
Added 304.28%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
17,307
shares
|
$304,083
0.01% of portfolio
|
Q3 2025
Reduced 41.43%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
17,018
shares
|
$299,006
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,722
shares
|
$293,805
0.0% of portfolio
|
Q3 2025
Added 29.26%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,522
shares
|
$290,291
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
16,122
shares
|
$283,263
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
15,832
shares
|
$278,168
0.01% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,794
shares
|
$277,500
0.0% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
15,570
shares
|
$273,564
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
15,503
shares
|
$272,387
0.0% of portfolio
|
Q3 2025
Reduced 29.14%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
15,444
shares
|
$271,351
0.0% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
15,382
shares
|
$270,261
0.12% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
15,382
shares
|
$270,261
0.01% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
15,338
shares
|
$269,488
0.11% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
15,318
shares
|
$269,137
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
15,293
shares
|
$268,698
0.03% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$263,550
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
15,000
shares
|
$263,550
0.04% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
14,798
shares
|
$260,000
0.0% of portfolio
|
Q3 2025
Added 779.79%
|
|
|
Penbrook Management LLC
|
Oct 22, 2025 Q3 2025 |
14,775
shares
|
$259,596
0.21% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,694
shares
|
$258,173
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Massar Capital Management, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
14,575
shares
|
$256,082
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
14,471
shares
|
$254,255
0.0% of portfolio
|
Q3 2025
New holding
|
|