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Hercules Capital (HTGC) Institutional Ownership

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$19.16 -0.28 (-1.42%)
As of 10:32 AM Eastern
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Institutional Ownership Changes (13F Filings) for Hercules Capital (NYSE:HTGC)

Current
Institutional Ownership
Percentage
19.69%
Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$733.37M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$70.64M
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HTGC Institutional Buying and Selling by Quarter

Hercules Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Magnetar Financial LLC17,657$323K0.0%N/A0.010%
8/11/2025Inspire 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%
7/29/2025 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%
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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%
7/25/2025 Apollon Wealth Management LLC19,103$349K0.0%-4.8%0.011%
7/24/2025 Inspire Investing LLC25,816$472K0.1%+21.9%0.015%
7/24/2025 Monument Capital Management15,534$284K0.1%-5.4%0.009%
7/24/2025 Blair William & Co. IL203,205$3.72M0.0%+1.6%0.116%
7/24/2025 US Bancorp DE41,970$767K0.0%-1.7%0.024%
7/23/2025 Tectonic Advisors LLC621,562$11.36M0.7%+16.9%0.354%
7/23/2025 SteelPeak Wealth LLC38,264$699K0.0%+15.4%0.022%
7/23/2025 Prime Capital Investment Advisors LLC23,881$437K0.0%-23.7%0.014%
7/22/2025 MAS Advisors LLC20,992$384K0.6%+3.6%0.012%
7/22/2025 Accel Wealth Management21,956$401K0.1%+5.4%0.013%
7/22/2025 Diligent Investors LLC28,005$512K0.1%+14.4%0.016%
7/21/2025 Abundance Wealth Counselors58,923$1.08M0.2%+1.3%0.034%
7/21/2025 Mirae Asset Global Investments Co. Ltd.6,000$110K0.0%-73.2%0.003%
7/21/2025 TFG Advisers LLC65,371$1.20M0.4%+8.6%0.037%
7/18/2025 Naples Global Advisors LLC69,924$1.28M0.1%+9.1%0.040%
7/18/2025 PFG Investments LLC109,832$2.01M0.1%-2.0%0.063%
7/18/2025 Truist Financial Corp30,415$550K0.0%-5.6%0.017%
7/18/2025 Union Bancaire Privee UBP SA35,781$654K0.0%+5.1%0.020%
7/17/2025 Taylor Frigon Capital Management LLC151,535$2.77M1.5%+32.2%0.086%
7/17/2025 Alpine Bank Wealth Management1,829$33K0.0%N/A0.001%
7/17/2025 Sound Income Strategies LLC2,930,340$53.57M3.1%+1.9%1.670%
7/16/2025 Signaturefd LLC5,411$99K0.0%-17.5%0.003%
7/16/2025 Eagle Global Advisors LLC26,125$478K0.0%-32.5%0.015%
7/16/2025 Dakota Wealth Management37,985$694K0.0%+1.6%0.022%
7/15/2025 BigSur Wealth Management LLC38,500$704K0.2%-2.5%0.022%
7/15/2025 North Star Investment Management Corp.50,110$916K0.1%-6.5%0.029%
7/14/2025 Armstrong Advisory Group Inc.2,816$51K0.0%-48.4%0.002%
7/14/2025 Border to Coast Pensions Partnership Ltd375,000$6.86M0.1%+7.1%0.214%
7/11/2025 Kingstone Capital Partners Texas LLC28,419,870$522.45M0.1%N/A16.200%
7/10/2025 Capital Advisory Group Advisory Services LLC90,904$1.66M0.6%+4.4%0.052%
7/9/2025 Gilman Hill Asset Management LLC570,379$10.43M1.7%+0.3%0.325%
7/9/2025 Mirador Capital Partners LP45,600$834K0.1%+4.4%0.026%
7/7/2025 Delphi Management Inc. MA76,455$1.40M1.4%+5.4%0.044%
7/1/2025 Confluence Investment Management LLC383,778$7.02M0.1%+0.3%0.219%
6/27/2025Goldman Sachs Group Inc.35,740$687K0.0%-82.7%0.020%
6/3/2025 Inspire Investing LLC21,185$407K0.0%-5.3%0.012%
5/27/2025 Advisors Capital Management LLC1,013,182$19.46M0.3%-0.5%0.578%
5/20/2025Focus Partners Wealth15,747$302K0.0%+26.0%0.009%
5/16/2025Empowered Funds LLC22,854$439K0.0%+85.9%0.013%
5/16/2025Goldman Sachs Group Inc.35,740$687K0.0%-82.7%0.020%
5/16/2025NewEdge Advisors LLC14,461$278K0.0%-3.8%0.008%
5/16/2025Integrated Wealth Concepts LLC17,241$331K0.0%+5.9%0.010%
5/16/2025Advisors Asset Management Inc.413,415$7.94M0.1%+1.8%0.236%
5/15/2025Ares Management LLC201,606$3.87M0.2%-11.0%0.115%
HIDDEN IN THE BOOK OF GENESIS… (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.

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5/15/2025FJ Capital Management LLC93,829$1.80M0.2%+70.7%0.053%
5/15/2025Cubist Systematic Strategies LLC336,988$6.47M0.0%+170.3%0.192%
5/15/2025Royal Bank of Canada804,077$15.45M0.0%+2.0%0.458%
5/15/2025MAI Capital Management5,815$112K0.0%-28.9%0.003%
5/15/2025Trexquant Investment LP123,706$2.38M0.0%+15.3%0.071%
5/15/2025Lansforsakringar Fondforvaltning AB publ 18,837$362K0.0%N/A0.011%
5/15/2025OMERS ADMINISTRATION Corp56,700$1.09M0.0%N/A0.032%
5/14/2025Truvestments Capital LLC211,318$4.06M0.9%+46.6%0.120%
5/14/2025Comerica Bank7,160$138K0.0%+25.9%0.004%
5/14/2025Napa Wealth Management123,610$2.38M1.3%-0.5%0.070%
(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, 306 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), LPL Financial LLC ($21.71M), Legal & General Group Plc ($21.65M), 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 274 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 39,272,156 shares in the last 24 months. This purchase volume represents approximately $733.37M in transactions.

Which of Hercules Capital's major shareholders have been selling company stock?

Of the 93 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: Marshall Wace LLP ($631.77K), International Assets Investment Management LLC ($387.95K), Goldman Sachs Group Inc. ($342.20K), 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 3,621,818 shares in the last 24 months. This volume of shares sold represents approximately $70.64M in transactions.


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This page (NYSE:HTGC) was last updated on 8/12/2025 by MarketBeat.com Staff
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