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Hercules Capital (HTGC) Institutional Ownership

Hercules Capital logo
$16.00 +0.31 (+1.94%)
Closing price 03:59 PM Eastern
Extended Trading
$16.04 +0.04 (+0.25%)
As of 07:59 PM 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)
229
Total
Institutional Inflows
(last 12 months)
$751.70M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$75.07M
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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
7/10/2026Accel Wealth Management43,516$686K0.2%+9.5%0.023%
7/9/2026 Hennion & Walsh Asset Management Inc.33,729$532K0.0%+161.3%0.018%
7/1/2026 Confluence Investment Management LLC276,182$4.36M0.1%+1.0%0.148%
6/16/2026Empowered Funds LLC39,643$586K0.0%+18.5%0.021%
6/10/2026FAS Wealth Partners Inc.180,756$2.67M0.2%-1.1%0.097%
6/3/2026NewEdge Advisors LLC16,259$240K0.0%+1,336.3%0.009%
5/19/2026Bank of America Corp DE227,010$3.35M0.0%+10.5%0.121%
5/19/2026Centaurus Financial Inc.107,492$1.59M0.1%+1.0%0.057%
5/19/2026Arkadios Wealth Advisors64,717$956K0.0%+10.5%0.035%
5/18/2026Royal Bank of Canada496,406$7.33M0.0%-22.9%0.265%
5/18/2026Empowered Funds LLC39,643$586K0.0%+18.5%0.021%
5/16/2026Lazard Asset Management LLC124,353$1.84M0.0%N/A0.066%
5/15/2026Entropy Technologies LP27,414$405K0.0%N/A0.015%
5/14/2026Lido Advisors LLC77,549$1.15M0.0%+16.1%0.041%
5/13/2026Cetera Investment Advisers256,621$3.79M0.0%+19.3%0.137%
5/6/2026Annis Gardner Whiting Capital Advisors LLC7,090$105K0.0%+17.1%0.004%
5/6/2026Independent Financial Group LLC83,400$1.23M0.0%N/A0.045%
5/5/2026Wealthfront Advisers LLC12,374$183K0.0%N/A0.007%
5/5/2026D.A. Davidson & CO.323,397$4.78M0.0%+4.6%0.173%
5/5/2026Sharpepoint LLC142,488$2.11M1.3%+41.6%0.076%
5/5/2026Bank of New York Mellon Corp144,459$2.13M0.0%+27.2%0.077%
5/5/2026Geneos Wealth Management Inc.4,975$73K0.0%-23.2%0.003%
5/5/2026Sigma Planning Corp52,069$769K0.0%-12.3%0.028%
5/5/2026Hillsdale Investment Management Inc.8,620$127K0.0%N/A0.005%
5/4/2026IFC Advisors LLC22,721$336K0.0%N/A0.012%
5/2/2026International Assets Investment Management LLC124,677$1.84M0.0%+13.8%0.067%
5/2/2026Diversify Wealth Management LLC21,032$326K0.0%N/A0.011%
5/1/2026Fifth Third Bancorp2,357$35K0.0%N/A0.001%
5/1/2026Sequoia Financial Advisors LLC10,667$158K0.0%-19.2%0.006%
4/30/2026Whipplewood Advisors LLC59,045$872K0.5%+66.1%0.032%
4/30/2026Kestra Advisory Services LLC62,830$928K0.0%-7.6%0.034%
4/30/2026Sumitomo Mitsui Trust Group Inc.1,025,337$15.14M0.0%+0.6%0.558%
4/30/2026Taylor Frigon Capital Management LLC158,491$2.34M1.3%-2.9%0.086%
4/29/2026American Capital Advisory LLC10,000$148K0.1%N/A0.005%
4/28/2026Ascentis Independent Advisors11,133$164K0.0%N/A0.006%
4/27/2026PFG Investments LLC113,676$1.68M0.1%+2.3%0.062%
4/27/2026Private Advisor Group LLC104,541$1.54M0.0%-22.8%0.057%
4/27/2026Elevation Point Wealth Partners LLC206,303$3.05M0.1%N/A0.112%
4/27/2026Sound Income Strategies LLC3,382,058$49.24M2.4%+25.1%1.841%
4/24/2026Essex Financial Services Inc.55,412$818K0.0%-2.3%0.030%
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4/24/2026MQS Management LLC32,520$480K0.3%-15.9%0.018%
4/23/2026Inspire Investing LLC5,858$87K0.0%-80.8%0.003%
4/23/2026Intrua Financial LLC14,595$216K0.0%+43.1%0.008%
4/23/2026Lansforsakringar Fondforvaltning AB publ106,912$1.58M0.0%+27.3%0.058%
4/23/2026Catalina Capital Group LLC10,717$158K0.1%N/A0.006%
4/23/2026North Star Investment Management Corp.49,061$725K0.0%+2.3%0.027%
4/23/2026Tred Avon Family Wealth LLC63,707$941K0.3%+17.5%0.035%
4/23/2026Apollon Wealth Management LLC151,796$2.24M0.0%+680.6%0.083%
4/23/2026Pasadena Private Wealth LLC21,802$322K0.0%-9.2%0.012%
4/22/2026Border to Coast Pensions Partnership Ltd475,000$7.04M0.1%+18.8%0.259%
4/22/2026Union Bancaire Privee UBP SA6,449$92K0.0%-76.8%0.004%
4/21/2026KFG Wealth Management LLC13,915$206K0.0%N/A0.008%
4/20/2026Kestra Private Wealth Services LLC13,034$193K0.0%-86.7%0.007%
4/20/2026Delphi Management Inc. MA66,999$990K1.2%-14.7%0.036%
4/18/2026Riverbridge Partners LLC90,672$1.34M0.0%N/A0.049%
4/17/2026Sovereign Financial Group Inc.10,755$159K0.0%N/A0.006%
4/16/2026Balboa Wealth Partners28,477$421K0.1%-8.2%0.016%
4/16/2026Future Financial Wealth Managment LLC28,175$442K0.3%-6.6%0.015%
4/15/2026Nations Financial Group Inc. IA ADV94,616$1.40M0.1%-3.8%0.052%
3/9/2026Corient Private Wealth LLC41,142$774K0.0%-21.0%0.022%
3/2/2026Sankala Group LLC4,023$76K0.1%N/A0.002%
2/19/2026Invesco Ltd.79,650$1.50M0.0%+81.3%0.043%
2/19/2026Rare Wolf Capital LLC55,029$1.04M0.6%N/A0.030%
2/19/2026Axxcess Wealth Management LLC14,507$273K0.0%-5.7%0.008%
2/19/2026Corient Private Wealth LLC41,498$774K0.0%-20.3%0.023%
2/18/2026Ameriflex Group Inc.6,549$123K0.1%N/A0.004%
2/18/2026Beacon Pointe Advisors LLC42,447$799K0.0%+29.8%0.023%
2/18/2026FAS Wealth Partners Inc.182,746$3.44M0.2%-1.2%0.101%
2/18/2026Empowered Funds LLC33,461$630K0.0%+6.5%0.018%
2/18/2026Garton & Associates Financial Advisors LLC4,265$80K0.0%N/A0.002%
2/18/2026XTX Topco Ltd193,304$3.64M0.1%N/A0.106%
2/18/2026Voloridge Investment Management LLC707,651$13.32M0.0%+22.2%0.389%
2/18/2026Virtus Investment Advisers LLC33,518$631K0.2%-18.2%0.018%
2/18/2026Tudor Investment Corp ET AL15,663$295K0.0%N/A0.009%
2/18/2026Twinbeech Capital LP58,421$1.10M0.1%+164.9%0.032%
2/18/2026Summit Securities Group LLC2,000$38K0.0%+233.3%0.001%
2/18/2026IHT Wealth Management LLC86,883$1.64M0.0%+3.3%0.048%
2/18/2026Inspire Investing LLC30,454$573K0.1%+4.8%0.017%
2/18/2026Engineers Gate Manager LP132,688$2.50M0.0%-15.6%0.073%
2/18/2026Balyasny Asset Management L.P.15,002$282K0.0%-22.1%0.008%
2/17/2026Guggenheim Capital LLC33,420$629K0.0%+7.1%0.018%
2/17/2026Schonfeld Strategic Advisors LLC360,446$6.78M0.0%+65.9%0.196%
2/17/2026Cetera Investment Advisers215,036$4.05M0.0%+1.7%0.117%
2/17/2026Kovack Advisors Inc.55,383$1.04M0.0%N/A0.030%
2/17/2026Trexquant Investment LP402,892$7.58M0.1%+5.9%0.219%
2/17/2026Jump Financial LLC361,092$6.80M0.1%+150.6%0.197%
2/17/2026Price T Rowe Associates Inc. MD40,719$767K0.0%+6.8%0.022%
2/17/2026Osaic Holdings Inc.99,697$1.88M0.0%-12.5%0.054%
2/17/2026Advisory Services Network LLC11,527$217K0.0%-33.4%0.006%
2/17/2026Captrust Financial Advisors26,868$506K0.0%+12.0%0.015%
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2/17/2026&PARTNERS40,301$758K0.0%+10.1%0.022%
2/17/2026ExodusPoint Capital Management LP47,430$893K0.0%-12.3%0.026%
2/17/2026Royal Bank of Canada643,770$12.12M0.0%-15.4%0.350%
2/17/2026Blair William & Co. IL195,593$3.68M0.0%-3.7%0.106%
2/17/2026Magnetar Financial LLC63,570$1.20M0.0%+57.4%0.035%
2/16/2026Squarepoint Ops LLC64,595$1.22M0.0%+75.9%0.035%
2/16/2026Truvestments Capital LLC181,726$3.42M0.6%-3.7%0.099%
2/16/2026Verition Fund Management LLC116,530$2.19M0.0%+211.4%0.063%
2/16/2026MML Investors Services LLC27,090$510K0.0%+22.6%0.015%
2/16/2026Mariner LLC56,453$1.06M0.0%+1.4%0.031%


HTGC Institutional Ownership - Frequently Asked Questions

During the previous two years, 356 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 ($65.09M), Sound Income Strategies LLC ($49.24M), LPL Financial LLC ($34.32M), UBS Group AG ($31.46M), Two Sigma Advisers LP ($28.27M), and Legal & General Group Plc ($26.00M).Learn more on Hercules Capital's institutional investors.

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

Of the 326 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), Marshall Wace LLP ($1.33M), Muzinich & Co. Inc. ($964.31K), Sound Income Strategies LLC ($955.00K), Two Sigma Advisers LP ($946.70K), Van ECK Associates Corp ($941.36K), and Qube Research & Technologies Ltd ($916.85K).

Institutional investors have bought a total of 41,233,119 shares in the last 24 months. This purchase volume represents approximately $751.70M in transactions.

Of the 128 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: JPMorgan Chase & Co. ($467.39K), Marshall Wace LLP ($279.52K), Royal Bank of Canada ($264.15K), Advisors Capital Management LLC ($258.66K), Sound Income Strategies LLC ($227.07K), Atria Wealth Solutions Inc. ($215.68K), and Van ECK Associates Corp ($188.91K).

Institutional investors have sold a total of 4,091,715 shares in the last 24 months. This volume of shares sold represents approximately $75.07M in transactions.


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This page (NYSE:HTGC) was last updated on 7/10/2026 by MarketBeat.com Staff.
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