Hercules Capital (HTGC) Institutional Ownership $19.54 +0.11 (+0.54%) Closing price 08/29/2025 03:59 PM EasternExtended Trading$19.48 -0.05 (-0.28%) As of 08/29/2025 07:46 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Hercules Capital (NYSE:HTGC)CurrentInstitutional OwnershipPercentage19.69%Number ofInstitutional Buyers(last 12 months)224TotalInstitutional Inflows(last 12 months)$774.82MNumber ofInstitutional Sellers(last 12 months)101TotalInstitutional Outflows(last 12 months)$62.73M Get HTGC Insider Trade Alerts Want to know when executives and insiders are buying or selling Hercules Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data HTGC Institutional Buying and Selling by Quarter Hercules Capital Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/29/2025 Centaurus Financial Inc.37,144$679K0.0%N/A0.020% 8/27/2025 Squarepoint Ops LLC49,192$899K0.0%-6.0%0.027% 8/19/2025 Advisory Services Network LLC29,551$554K0.0%-40.5%0.016% 8/18/2025 Geneos Wealth Management Inc.6,475$118K0.0%+30.7%0.004% 8/18/2025 Caxton Associates LLP34,323$627K0.0%N/A0.019% 8/15/2025 CANADA LIFE ASSURANCE Co155,832$2.85M0.0%+2.9%0.086% 8/15/2025 Corient Private Wealth LLC55,252$1.01M0.0%+112.9%0.030% 8/15/2025 Captrust Financial Advisors23,539$430K0.0%+7.4%0.013% 8/15/2025 Prevail Innovative Wealth Advisors LLC88,148$1.61M0.4%N/A0.049% 8/15/2025 WFA of San Diego LLC3,000$55K0.0%N/A0.002% Get the Latest News and Ratings for HTGC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Hercules Capital and its competitors with MarketBeat's FREE daily newsletter. 8/15/2025 Tidal Investments LLC77,178$1.41M0.0%-2.8%0.042% 8/15/2025 Oxford Asset Management LLP30,338$555K0.2%N/A0.017% 8/15/2025 Modern Wealth Management LLC13,724$251K0.0%-5.6%0.008% 8/15/2025 HRT Financial LP558,010$10.20M0.0%+100.9%0.307% 8/15/2025 IHT Wealth Management LLC80,797$1.48M0.0%+16.0%0.044% 8/15/2025 Engineers Gate Manager LP240,946$4.40M0.1%+115.7%0.133% 8/15/2025 Cubist Systematic Strategies LLC447,641$8.18M0.0%+32.8%0.246% 8/15/2025 BNP Paribas Financial Markets201,867$3.69M0.0%+28.7%0.111% 8/15/2025 Brevan Howard Capital Management LP73,910$1.35M0.0%N/A0.041% 8/15/2025 Balyasny Asset Management L.P.153,113$2.80M0.0%N/A0.084% 8/15/2025 Bank of America Corp DE96,608$1.77M0.0%-23.1%0.053% 8/15/2025 Ameriprise Financial Inc.327,023$5.98M0.0%-0.8%0.180% 8/14/2025 Raymond James Financial Inc.633,741$11.59M0.0%-1.6%0.349% 8/14/2025 FJ Capital Management LLC150,435$2.75M0.3%+60.3%0.083% 8/14/2025 Diversify Advisory Services LLC22,345$430K0.0%N/A0.012% 8/14/2025 Napa Wealth Management109,030$1.99M1.0%-11.8%0.060% 8/14/2025 Squarepoint Ops LLC49,192$899K0.0%-6.0%0.027% 8/14/2025 Sand Hill Global Advisors LLC15,503$283K0.0%+17.8%0.009% 8/14/2025 FAS Wealth Partners Inc.186,543$3.41M0.3%-0.8%0.103% 8/14/2025 NewEdge Advisors LLC16,875$308K0.0%+16.7%0.009% 8/14/2025 Qube Research & Technologies Ltd580,414$10.61M0.0%+425.6%0.319% 8/14/2025 Natixis117,971$2.16M0.0%+26.4%0.065% 8/14/2025 Baker Avenue Asset Management LP173,508$3.17M0.1%+4.6%0.096% 8/14/2025 Cerity Partners LLC29,922$547K0.0%+4.8%0.016% 8/13/2025 Jump Financial LLC263,509$4.82M0.1%+1,308.2%0.145% 8/13/2025 Invesco Ltd.78,951$1.44M0.0%+1.6%0.043% 8/13/2025 Beacon Pointe Advisors LLC31,717$580K0.0%+125.8%0.017% 8/13/2025 Quantbot Technologies LP141,787$2.59M0.1%+745.7%0.078% 8/13/2025 Prossimo Advisors LLC13,089$239K0.2%-25.0%0.007% 8/13/2025 Lido Advisors LLC55,958$1.02M0.0%-8.7%0.031% This Coin Could Explode, and it’s Hiding in Plain Sight! (Ad)The #1 coin with skyrocket potential right now... Sometimes the biggest opportunities are hiding in plain sight...Click here to discover The #1 Coin To Own Right Now.8/13/2025 Legacy Capital Wealth Partners LLC82,035$1.50M0.3%-3.0%0.045% 8/13/2025 Virtus Investment Advisers LLC47,438$867K0.3%+9.5%0.026% 8/13/2025 Northwestern Mutual Wealth Management Co.4,780$87K0.0%+81.8%0.003% 8/13/2025 Elevation Point Wealth Partners LLC167,190$3.06M0.2%+8.7%0.092% 8/12/2025 J.W. Cole Advisors Inc.59,061$1.08M0.0%+15.4%0.033% 8/12/2025 FourThought Financial Partners LLC12,840$235K0.0%-12.6%0.007% 8/12/2025 Advisors Asset Management Inc.382,751$7.00M0.1%-7.4%0.211% 8/12/2025 Steward Partners Investment Advisory LLC112,158$2.05M0.0%-3.7%0.062% 8/12/2025 Global Retirement Partners LLC23,516$430K0.0%N/A0.013% 8/12/2025 Left Brain Wealth Management LLC284,068$5.19M1.8%+1.9%0.156% 8/12/2025 Franklin Resources Inc.843,114$15.41M0.0%+41.6%0.464% 8/12/2025 Legal & General Group Plc1,253,204$22.91M0.0%+6.6%0.690% 8/12/2025 MAI Capital Management5,024$92K0.0%-13.6%0.003% 8/12/2025 JPMorgan Chase & Co.526,369$9.62M0.0%-22.7%0.290% 8/12/2025 Magnetar Financial LLC17,657$323K0.0%N/A0.010% 8/11/2025 Inspire Advisors LLC18,253$334K0.0%-12.8%0.010% 8/8/2025 MTM Investment Management LLC2,900$53K0.0%N/A0.002% 8/8/2025 Rockefeller Capital Management L.P.143,346$2.62M0.0%+0.5%0.079% 8/8/2025 Cetera Investment Advisers192,823$3.53M0.0%+0.9%0.106% 8/8/2025 Creative Planning36,100$660K0.0%-32.6%0.020% 8/8/2025 Foundations Investment Advisors LLC25,170$460K0.0%-29.5%0.014% 8/8/2025 Advisors Capital Management LLC754,521$13.79M0.2%-25.5%0.415% 8/8/2025 PNC Financial Services Group Inc.268,698$4.91M0.0%-1.9%0.148% 8/7/2025 Allworth Financial LP5,972$109K0.0%+426.2%0.003% 8/7/2025 Americana Partners LLC32,250$590K0.0%N/A0.018% 8/7/2025 Campbell & CO Investment Adviser LLC168,436$3.08M0.2%+665.1%0.093% 8/7/2025 Connor Clark & Lunn Investment Management Ltd.218,061$3.99M0.0%-41.0%0.120% 8/6/2025 Prospera Financial Services Inc10,078$184K0.0%N/A0.006% 8/6/2025 AE Wealth Management LLC28,413$519K0.0%+8.8%0.016% 8/6/2025 Wedbush Securities Inc.14,734$269K0.0%+6.7%0.008% 8/6/2025 S&T Bank PA288,396$5.27M1.6%-5.9%0.159% 8/6/2025 Golden State Wealth Management LLC75,538$1.38M0.2%-27.0%0.042% 8/6/2025 First Horizon Advisors Inc.2,566$47K0.0%N/A0.001% 8/5/2025 Bryce Point Capital LLC36,842$673K0.6%N/A0.021% 8/5/2025 Access Investment Management LLC38,200$698K0.2%N/A0.022% 8/5/2025 Sigma Planning Corp49,791$910K0.0%+6.4%0.028% 8/5/2025 GHP Investment Advisors Inc.1,500$27K0.0%N/A0.001% 8/4/2025 Muzinich & Co. Inc.738,169$13.49M5.9%+44.6%0.421% 8/4/2025 Assetmark Inc.1,386$25K0.0%+173.4%0.001% 8/1/2025 Y Intercept Hong Kong Ltd97,439$1.78M0.0%+210.4%0.056% 8/1/2025 Envestnet Asset Management Inc.41,824$765K0.0%-49.3%0.024% 7/31/2025 MQS Management LLC31,240$571K0.3%N/A0.018% 7/31/2025 CNB Bank1,848$34K0.0%N/A0.001% 7/31/2025 Sumitomo Mitsui Trust Group Inc.621,724$11.37M0.0%+24.4%0.354% 7/30/2025 Denali Advisors LLC333,853$6.10M0.6%-2.1%0.190% 7/30/2025 Brookstone Capital Management12,856$235K0.0%-52.3%0.007% 7/30/2025 D.A. Davidson & CO.295,514$5.40M0.0%+3.4%0.168% 7/29/2025 Balboa Wealth Partners29,949$547K0.1%+5.3%0.017% 7/29/2025 Chicago Partners Investment Group LLC18,772$366K0.0%+20.9%0.011% 7/29/2025 International Assets Investment Management LLC19,455$356K0.0%-7.5%0.011% Why Trump’s “Smart Dollar” could rewrite the rules (Ad)MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's latest plans for the dollar – and they're so bold that one central bank chair says we haven't seen anything like it in almost a century. Our Wall Street insider says it's the start of a once-in-a-lifetime investing opportunity, IF you act now.Get the three steps to take this month to put yourself on the right side of this $30 trillion money7/29/2025 Private Trust Co. NA3,381$62K0.0%+576.2%0.002% 7/28/2025 Harbour Investments Inc.19,410$355K0.0%-8.6%0.011% 7/28/2025 Bayforest Capital Ltd5,289$97K0.0%N/A0.003% 7/28/2025 Melia Wealth LLC793,586$14.51M6.9%+4.1%0.452% 7/28/2025 Naviter Wealth LLC203,691$3.72M0.5%+10.4%0.116% 7/28/2025 Axxcess Wealth Management LLC16,232$297K0.0%-5.5%0.009% 7/28/2025 Penbrook Management LLC14,563$266K0.2%-41.7%0.008% 7/25/2025 Atria Wealth Solutions Inc.22,726$415K0.0%-90.5%0.013% 7/25/2025 CWM LLC1,381$25K0.0%+79.6%0.001% 7/25/2025 Concurrent Investment Advisors LLC32,993$603K0.0%+15.4%0.019% (Data available from 1/1/2016 forward) HTGC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of HTGC shares? During the previous two years, 318 institutional investors and hedge funds held shares of Hercules Capital. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($522.45M), Van ECK Associates Corp ($69.08M), Sound Income Strategies LLC ($53.57M), Two Sigma Advisers LP ($28.27M), Legal & General Group Plc ($22.91M), LPL Financial LLC ($21.71M), and Two Sigma Investments LP ($19.00M).Learn more on Hercules Capital's institutional investors. What percentage of Hercules Capital's stock is owned by institutional investors? 19.69% of Hercules Capital's stock is owned by institutional investors. Learn more on HTGC's institutional investor holdings. Which institutional investors have been buying Hercules Capital's stock? Of the 291 institutional investors that purchased Hercules Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($28.42M), International Assets Investment Management LLC ($1.65M), Van ECK Associates Corp ($1.52M), Two Sigma Advisers LP ($946.70K), Melia Wealth LLC ($741.55K), Marshall Wace LLP ($740.21K), and Strategic Financial Concepts LLC ($664.39K). How much institutional buying is happening at Hercules Capital? Institutional investors have bought a total of 41,552,551 shares in the last 24 months. This purchase volume represents approximately $774.82M in transactions. Which of Hercules Capital's major shareholders have been selling company stock? Of the 101 institutional investors that sold Hercules Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($387.95K), Goldman Sachs Group Inc. ($342.20K), JPMorgan Chase & Co. ($265.53K), Advisors Capital Management LLC ($263.69K), Atria Wealth Solutions Inc. ($230.70K), Capital Advisory Group Advisory Services LLC ($199.68K), and Envestnet Asset Management Inc. ($179.21K). How much institutional selling is happening at Hercules Capital? Institutional investors have sold a total of 3,266,069 shares in the last 24 months. This volume of shares sold represents approximately $62.73M in transactions. 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