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Hercules Capital (HTGC) Institutional Ownership

Hercules Capital logo
$17.86 -0.04 (-0.20%)
Closing price 05/1/2025 03:59 PM Eastern
Extended Trading
$17.61 -0.25 (-1.43%)
As of 05/1/2025 08:00 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.
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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)
186
Total
Institutional Inflows
(last 12 months)
$200.55M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$50.89M
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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
5/1/2025Bleakley Financial Group LLC47,068$904K0.0%+22.2%0.027%
5/1/2025Left Brain Wealth Management LLC278,894$5.36M2.3%+1.1%0.159%
4/30/2025 Cerity Partners LLC28,557$549K0.0%+36.6%0.016%
4/30/2025 Sharpepoint LLC75,696$1.37M1.2%+16.2%0.043%
4/30/2025 Nisa Investment Advisors LLC9,400$181K0.0%+147.4%0.005%
4/30/2025 Stratos Wealth Partners LTD.12,817$246K0.0%-25.7%0.007%
4/29/2025 Envestnet Asset Management Inc.82,490$1.59M0.0%-38.6%0.047%
4/29/2025 Chilton Capital Management LLC7,000$134K0.0%+133.3%0.004%
4/29/2025 Concurrent Investment Advisors LLC28,597$549K0.0%-3.4%0.016%
4/29/2025 Bank of New York Mellon Corp111,212$2.14M0.0%+35.0%0.063%
4/29/2025 Generali Investments CEE investicni spolecnost a.s.42,750$821K0.1%N/A0.024%
4/28/2025 D.A. Davidson & CO.285,929$5.49M0.0%-1.1%0.163%
4/28/2025 Strategic Financial Concepts LLC14,150$272K0.1%-13.2%0.008%
4/25/2025 Taylor Frigon Capital Management LLC114,664$2.20M1.3%+0.7%0.065%
4/25/2025 Monument Capital Management16,421$315K0.1%-4.3%0.009%
4/25/2025 Naviter Wealth LLC184,454$3.55M0.4%+16.7%0.105%
4/25/2025 Sumitomo Mitsui Trust Group Inc.499,699$9.60M0.0%+12.9%0.285%
4/24/2025 Golden State Wealth Management LLC103,486$1.99M0.3%-10.5%0.059%
4/24/2025 Mirae Asset Global Investments Co. Ltd.22,405$432K0.0%+26.5%0.013%
4/23/2025 Golden State Wealth Management LLC206,961$3.98M0.3%+78.9%0.118%
4/23/2025 Bessemer Group Inc.2,000$38K0.0%N/A0.001%
4/23/2025 Oppenheimer & Co. Inc.20,218$388K0.0%+27.4%0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.153,147$2.94M0.0%-5.5%0.087%
4/21/2025 Abundance Wealth Counselors58,155$1.12M0.2%+4.3%0.033%
4/21/2025 ORG Partners LLC11,756$225K0.1%+37.1%0.007%
4/21/2025 Autumn Glory Partners LLC29,000$557K0.3%+41.5%0.017%
4/21/2025 Catalina Capital Group LLC13,271$255K0.2%N/A0.008%
4/18/2025 Cornerstone Wealth Management LLC23,470$451K0.0%+9.5%0.013%
4/17/2025 Sowell Financial Services LLC16,313$313K0.0%-43.3%0.009%
4/17/2025 North Star Investment Management Corp.53,604$1.03M0.1%+2.2%0.031%
4/17/2025 Sound Income Strategies LLC2,874,455$55.22M3.3%+2.1%1.660%
4/16/2025 Wealth Enhancement Advisory Services LLC32,832$631K0.0%+2.0%0.019%
4/16/2025 BigSur Wealth Management LLC39,500$759K0.2%+61.2%0.023%
4/16/2025 Elevation Point Wealth Partners LLC153,851$2.96M0.3%+4.3%0.089%
4/15/2025 Capital Advisory Group Advisory Services LLC87,053$1.67M0.6%-40.2%0.050%
4/14/2025 Farther Finance Advisors LLC4,292$82K0.0%+79.5%0.002%
4/10/2025 Gilman Hill Asset Management LLC568,673$10.92M1.9%-1.5%0.328%
4/10/2025 Naples Global Advisors LLC64,074$1.23M0.1%+2.9%0.037%
4/10/2025 Accel Wealth Management20,841$400K0.1%+22.6%0.012%
4/8/2025 Delphi Management Inc. MA72,570$1.39M1.4%-6.3%0.042%
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4/8/2025 Parallel Advisors LLC14,759$284K0.0%-4.2%0.009%
4/7/2025 Summit Global Investments24,200$465K0.0%N/A0.014%
3/17/2025 Wealth Enhancement Advisory Services LLC32,204$647K0.0%+88.3%0.019%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH11,000$221K0.0%N/A0.006%
2/24/2025Ameriflex Group Inc.1,361$29K0.0%N/A0.001%
2/20/2025Mackenzie Financial Corp33,289$669K0.0%+2.5%0.019%
2/18/2025 Sunbelt Securities Inc.13,538$271K0.0%-6.7%0.008%
2/18/2025PharVision Advisers LLC10,111$203K0.2%N/A0.006%
2/17/2025Voloridge Investment Management LLC386,006$7.76M0.0%N/A0.238%
2/17/2025Two Sigma Advisers LP1,406,900$28.27M0.1%+205.7%0.866%
2/17/2025Two Sigma Investments LP945,849$19.00M0.0%+106.7%0.582%
2/17/2025Tidal Investments LLC78,870$1.58M0.0%+3.4%0.049%
2/17/2025Snowden Capital Advisors LLC14,312$288K0.0%-3.4%0.009%
2/17/2025Royal Bank of Canada788,353$15.84M0.0%+3.1%0.485%
2/17/2025Point72 Hong Kong Ltd4,003$80K0.0%N/A0.002%
2/17/2025ProShare Advisors LLC26,966$542K0.0%+17.3%0.017%
2/17/2025Occudo Quantitative Strategies LP15,490$311K0.1%+45.6%0.010%
2/17/2025Napa Wealth Management124,195$2.50M1.1%+3.2%0.076%
2/17/2025Millennium Management LLC429,125$8.62M0.0%+1,834.7%0.264%
2/17/2025Focus Partners Wealth12,497$251K0.0%N/A0.008%
2/17/2025FJ Capital Management LLC54,968$1.10M0.1%N/A0.034%
2/17/2025Crestline Management LP24,597$494K0.0%-34.2%0.015%
2/17/2025Cubist Systematic Strategies LLC124,663$2.50M0.0%N/A0.077%
2/17/2025Cetera Investment Advisers152,573$3.07M0.0%+15.4%0.094%
2/17/2025Bramshill Investments LLC31,312$629K0.1%N/A0.019%
2/17/2025Captrust Financial Advisors23,413$470K0.0%+10.4%0.014%
2/17/2025Baird Financial Group Inc.10,826$217K0.0%+8.0%0.007%
2/17/2025Baker Avenue Asset Management LP162,850$3.27M0.1%+2.0%0.100%
2/17/2025Bank of America Corp DE128,985$2.59M0.0%+3.6%0.079%
2/17/2025BNP Paribas Financial Markets102,674$2.06M0.0%+93.5%0.063%
2/17/2025Ameriprise Financial Inc.325,912$6.55M0.0%+9.7%0.201%
2/17/2025AXA S.A.11,892$239K0.0%N/A0.007%
2/14/2025Pennington Partners & CO. LLC96,700$1.94M1.0%N/A0.060%
2/14/2025Ares Management LLC226,606$4.55M0.0%+14.3%0.139%
2/14/2025Mercer Global Advisors Inc. ADV13,399$269K0.0%-37.7%0.008%
2/14/2025FAS Wealth Partners Inc.196,208$3.94M0.3%-5.2%0.121%
2/14/2025Triumph Capital Management14,469$291K0.1%-6.6%0.009%
2/14/2025Comerica Bank5,688$114K0.0%-27.1%0.004%
2/14/2025Schonfeld Strategic Advisors LLC249,700$5.02M0.0%N/A0.154%
2/14/2025Lido Advisors LLC59,584$1.20M0.0%-5.7%0.037%
2/14/2025Northern Trust Corp109,136$2.19M0.0%+14.6%0.067%
2/14/2025Quarry LP2,388$48K0.0%N/A0.001%
2/14/2025Prosperity Consulting Group LLC13,406$269K0.0%+10.2%0.008%
2/14/2025Aquatic Capital Management LLC103,654$2.08M0.1%N/A0.064%
2/14/2025Virtus ETF Advisers LLC44,288$890K0.4%+7.3%0.027%
2/14/2025Kovitz Investment Group Partners LLC30,326$609K0.0%-47.2%0.019%
2/14/2025Integrated Wealth Concepts LLC16,282$327K0.0%N/A0.010%
2/14/2025Dark Forest Capital Management LP19,462$391K0.1%N/A0.012%
2/14/2025IHT Wealth Management LLC67,362$1.35M0.0%+8.9%0.041%
2/14/2025Stifel Financial Corp420,279$8.44M0.0%+12.8%0.259%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
2/14/2025 Sharpepoint LLC65,125$1.31M1.2%N/A0.040%
2/14/2025Natixis54,897$1.10M0.0%-40.1%0.034%
2/14/2025GeoWealth Management LLC10,003$201K0.0%N/A0.006%
2/13/2025CANADA LIFE ASSURANCE Co119,822$2.40M0.0%-5.9%0.074%
2/13/2025Marshall Wace LLP740,210$14.87M0.0%N/A0.456%
2/13/2025NewEdge Advisors LLC15,030$302K0.0%-5.9%0.009%
2/13/2025Jump Financial LLC99,252$1.99M0.0%+47.6%0.061%
2/13/2025Guggenheim Capital LLC30,131$605K0.0%+5.9%0.019%
2/13/2025XTX Topco Ltd47,313$951K0.1%+214.2%0.029%
2/13/2025Mariner LLC25,545$513K0.0%-3.9%0.016%
(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, 293 institutional investors and hedge funds held shares of Hercules Capital. The most heavily invested institutionals were Van ECK Associates Corp ($69.08M), Sound Income Strategies LLC ($55.22M), Two Sigma Advisers LP ($28.27M), Legal & General Group Plc ($21.65M), Advisors Capital Management LLC ($20.46M), Two Sigma Investments LP ($19.00M), and Royal Bank of Canada ($15.84M).Learn more on HTGC's institutional investors.

What percentage of Hercules Capital stock is owned by institutional investors?

19.69% of Hercules Capital stock is owned by institutional investors. Learn more on HTGC's institutional investor holdings.

Which institutional investors have been buying Hercules Capital stock?

Of the 260 institutional investors that purchased Hercules Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Van ECK Associates Corp ($1.67M), International Assets Investment Management LLC ($1.65M), Two Sigma Advisers LP ($946.70K), Marshall Wace LLP ($740.21K), Melia Wealth LLC ($708.33K), Strategic Financial Concepts LLC ($664.39K), and Cooper Creek Partners Management LLC ($543.90K).

How much institutional buying is happening at Hercules Capital?

Institutional investors have bought a total of 18,238,255 shares in the last 24 months. This purchase volume represents approximately $330.80M in transactions.

Which Hercules Capital major shareholders have been selling company stock?

Of the 122 institutional investors that sold Hercules Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Border to Coast Pensions Partnership Ltd ($774.84K), Marshall Wace LLP ($631.77K), International Assets Investment Management LLC ($446.00K), Raymond James & Associates ($288.21K), Capital Advisory Group Advisory Services LLC ($223.79K), Envestnet Asset Management Inc. ($145.59K), and Miller Howard Investments Inc. NY ($130K).

How much institutional selling is happening at Hercules Capital?

Institutional investors have sold a total of 4,746,117 shares in the last 24 months. This volume of shares sold represents approximately $84.06M in transactions.


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This page (NYSE:HTGC) was last updated on 5/2/2025 by MarketBeat.com Staff
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