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Hercules Capital (HTGC) Institutional Ownership

Hercules Capital logo
$21.15 +0.09 (+0.43%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$21.16 +0.02 (+0.07%)
As of 01/31/2025 07:18 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)
142
Total
Institutional Inflows
(last 12 months)
$125.46M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$43.96M
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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
1/31/2025Global Retirement Partners LLC51,340$1.03M0.0%-14.2%0.032%
1/31/2025D.A. Davidson & CO.289,183$5.81M0.0%+1.9%0.178%
1/31/2025Truist Financial Corp33,122$665K0.0%+4.2%0.020%
1/31/2025Sanctuary Advisors LLC11,531$243K0.0%-38.7%0.007%
1/30/2025 Legacy Capital Wealth Partners LLC88,934$1.79M0.4%-4.6%0.055%
1/30/2025 Nations Financial Group Inc. IA ADV92,447$1.86M0.1%+0.9%0.057%
1/30/2025 Autumn Glory Partners LLC20,500$412K0.2%+41.4%0.013%
1/29/2025 Naples Global Advisors LLC62,259$1.25M0.1%+1.0%0.038%
1/29/2025 Van ECK Associates Corp3,438,447$69.08M0.1%+10.4%2.117%
1/29/2025 Essex Financial Services Inc.60,897$1.22M0.1%-3.0%0.037%
1/29/2025 Principle Wealth Partners LLC19,385$389K0.0%+19.2%0.012%
1/29/2025 Bristlecone Advisors LLC47,184$948K0.1%+12.4%0.029%
1/28/2025 Kestra Private Wealth Services LLC82,936$1.67M0.0%+7.9%0.051%
1/28/2025 Stephens Inc. AR12,050$242K0.0%N/A0.007%
1/28/2025 Empowered Funds LLC12,295$247K0.0%N/A0.008%
1/28/2025 Apollon Wealth Management LLC15,622$314K0.0%N/A0.010%
1/28/2025 TFG Advisers LLC50,268$1.01M0.4%+37.1%0.031%
1/28/2025 Golden State Wealth Management LLC115,658$2.32M0.3%N/A0.071%
1/28/2025 Archer Investment Corp2,325$47K0.0%+345.4%0.001%
1/28/2025 Sumitomo Mitsui Trust Group Inc.442,767$8.90M0.0%+10.4%0.273%
1/28/2025 Strategic Financial Concepts LLC327,467$6.58M0.0%+1,909.0%0.202%
1/27/2025 Bleakley Financial Group LLC38,509$774K0.0%-6.6%0.024%
1/27/2025 Tectonic Advisors LLC493,808$9.92M0.6%+14.0%0.304%
1/27/2025 Mirae Asset Global Investments Co. Ltd.17,717$355K0.0%-35.1%0.011%
1/27/2025 MAS Advisors LLC18,921$380K0.6%-9.7%0.012%
1/23/2025 SteelPeak Wealth LLC30,307$609K0.0%+2.7%0.019%
1/22/2025 Foundations Investment Advisors LLC12,515$251K0.0%-7.9%0.008%
1/22/2025 Mount Yale Investment Advisors LLC147,542$2.96M0.2%+11.7%0.091%
1/22/2025 Union Bancaire Privee UBP SA34,050$684K0.0%N/A0.021%
1/22/2025 PFG Investments LLC112,526$2.26M0.1%+1.5%0.069%
1/21/2025 Grimes & Company Inc.25,414$511K0.0%+30.6%0.016%
1/21/2025 Accel Wealth Management17,003$342K0.1%+7.3%0.010%
1/21/2025 Sound Income Strategies LLC2,815,214$56.56M3.5%+2.8%1.733%
1/21/2025 Cornerstone Wealth Management LLC21,441$431K0.0%+7.9%0.013%
1/17/2025 Inspire Investing LLC22,377$450K0.1%-3.6%0.014%
1/17/2025 Avior Wealth Management LLC1,802$36K0.0%+177.2%0.001%
1/17/2025 Janney Montgomery Scott LLC282,713$5.68M0.0%-7.0%0.174%
1/17/2025 Dakota Wealth Management38,727$778K0.0%-1.7%0.024%
1/17/2025 Nisa Investment Advisors LLC3,800$76K0.0%-34.5%0.002%
1/16/2025 BigSur Wealth Management LLC24,500$492K0.1%-3.2%0.015%
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1/16/2025 Gilman Hill Asset Management LLC577,158$11.60M2.0%-3.4%0.355%
1/15/2025 Mirador Capital Partners LP43,077$865K0.2%+7.1%0.027%
1/15/2025 Hennion & Walsh Asset Management Inc.88,515$1.78M0.1%-21.2%0.054%
1/13/2025 Future Financial Wealth Managment LLC30,550$614K0.4%-2.4%0.019%
1/13/2025 Brookstone Capital Management20,229$406K0.0%+90.4%0.012%
1/10/2025 Graypoint LLC164,903$3.31M0.2%+17.6%0.102%
1/8/2025 Fulton Bank N.A.13,317$268K0.0%-13.6%0.008%
1/8/2025 International Assets Investment Management LLC20,742$423K0.0%-94.9%0.013%
1/2/2025 Confluence Investment Management LLC382,163$7.68M0.1%+0.4%0.235%
12/26/2024JPMorgan Chase & Co.292,978$5.75M0.0%-27.5%0.180%
11/27/2024Franklin Resources Inc.387,225$7.67M0.0%+28.0%0.238%
11/25/2024Tidal Investments LLC76,262$1.50M0.0%+8.1%0.047%
11/25/2024Sanctuary Advisors LLC18,818$353K0.0%+56.5%0.012%
11/20/2024Virtu Financial LLC19,275$379K0.0%+97.5%0.012%
11/18/2024Sunbelt Securities Inc.14,517$285K0.0%-20.0%0.009%
11/15/2024Nomura Asset Management Co. Ltd.4,086$80K0.0%+45.6%0.003%
11/15/2024MML Investors Services LLC26,521$521K0.0%+7.5%0.016%
11/15/2024XTX Topco Ltd15,056$296K0.0%N/A0.009%
11/15/2024Kovitz Investment Group Partners LLC57,466$1.13M0.0%+187.3%0.035%
11/15/2024Stifel Financial Corp372,692$7.32M0.0%-4.4%0.229%
11/15/2024Morse Asset Management Inc34,900$685K0.1%+1.7%0.021%
11/15/2024IHT Wealth Management LLC61,875$1.22M0.0%+4.7%0.038%
11/15/2024HighTower Advisors LLC62,435$1.23M0.0%-6.7%0.038%
11/14/2024Captrust Financial Advisors21,215$417K0.0%+3.7%0.013%
11/14/2024Rockefeller Capital Management L.P.137,868$2.71M0.0%+2.4%0.085%
11/14/2024CreativeOne Wealth LLC13,950$274K0.0%N/A0.009%
11/13/2024BNP Paribas Financial Markets53,068$1.04M0.0%+511.2%0.033%
11/13/2024Quantbot Technologies LP33,852$665K0.0%-20.7%0.021%
11/13/2024D.A. Davidson & CO.283,850$5.58M0.0%+7.1%0.175%
11/13/2024Truvestments Capital LLC136,275$2.68M0.7%+1.4%0.084%
11/12/2024Centaurus Financial Inc.222,491$4.37M0.3%-6.3%0.137%
11/8/2024Advisors Asset Management Inc.406,985$7.99M0.1%+9.3%0.251%
11/8/2024PNC Financial Services Group Inc.294,507$5.78M0.0%-0.3%0.181%
11/7/2024Napa Wealth Management120,294$2.36M1.1%+5.6%0.074%
11/6/2024Muzinich & Co. Inc.408,362$8.02M5.7%+9.9%0.251%
11/6/2024Balboa Wealth Partners26,894$528K0.1%N/A0.017%
11/6/2024MQS Management LLC13,620$267K0.1%N/A0.008%
11/5/2024 Sumitomo Mitsui Trust Group Inc.401,133$7.88M0.0%+10.1%0.247%
11/5/2024 Nations Financial Group Inc. IA ADV91,648$1.80M0.1%+2.9%0.056%
11/4/2024Baker Avenue Asset Management LP159,668$3.14M0.1%+3.2%0.098%
11/4/2024 Legacy Capital Wealth Partners LLC93,211$1.83M0.3%-4.9%0.057%
10/31/2024 Confluence Investment Management LLC380,452$7.47M0.1%+0.2%0.235%
10/31/2024 Graypoint LLC140,230$2.75M0.2%+2.6%0.086%
10/31/2024Concurrent Investment Advisors LLC32,299$634K0.0%-13.9%0.020%
10/29/2024 Van ECK Associates Corp3,115,419$61.87M0.1%+10.3%1.921%
10/29/2024 Janney Montgomery Scott LLC303,858$5.97M0.0%+2.2%0.187%
10/29/2024 Chicago Partners Investment Group LLC15,704$312K0.0%+15.4%0.010%
10/29/2024Farther Finance Advisors LLC2,390$47K0.0%+59,650.0%0.001%
10/28/2024US Bancorp DE43,419$853K0.0%-3.5%0.027%
10/25/2024 SteelPeak Wealth LLC29,503$579K0.0%+3.9%0.018%
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10/24/2024 Autumn Glory Partners LLC14,500$285K0.1%+38.1%0.009%
10/24/2024 Nisa Investment Advisors LLC5,800$114K0.0%N/A0.004%
10/24/2024 Wealth Enhancement Advisory Services LLC17,107$336K0.0%N/A0.011%
10/24/2024 PFG Investments LLC110,854$2.18M0.1%+2.5%0.068%
10/24/2024 Arkadios Wealth Advisors55,802$1.10M0.1%+1.6%0.034%
10/23/2024 Mirae Asset Global Investments Co. Ltd.27,319$540K0.0%+2.7%0.017%
10/23/2024 Mount Yale Investment Advisors LLC132,075$2.59M0.2%-7.4%0.081%
10/23/2024 Tectonic Advisors LLC433,032$8.51M0.6%+17.0%0.267%
10/23/2024 Dakota Wealth Management39,377$773K0.0%-5.7%0.024%
10/23/2024Taylor Frigon Capital Management LLC115,796$2.27M1.1%+1.0%0.071%
(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, 252 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 ($56.56M), Marshall Wace LLP ($17.74M), Advisors Capital Management LLC ($16.52M), Melia Wealth LLC ($12.76M), Raymond James & Associates ($12.39M), and Gilman Hill Asset Management LLC ($11.60M).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 219 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 ($1.76M), International Assets Investment Management LLC ($1.65M), Melia Wealth LLC ($691.54K), Raymond James & Associates ($681.18K), Strategic Financial Concepts LLC ($664.39K), Cooper Creek Partners Management LLC ($543.90K), and Conversant Capital LLC ($525K).

How much institutional buying is happening at Hercules Capital?

Institutional investors have bought a total of 14,867,109 shares in the last 24 months. This purchase volume represents approximately $246.79M in transactions.

Which Hercules Capital major shareholders have been selling company stock?

Of the 120 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 ($502.63K), Raymond James & Associates ($288.21K), UBS Group AG ($241.55K), Miller Howard Investments Inc. NY ($130K), and Register Financial Advisors LLC ($126.10K).

How much institutional selling is happening at Hercules Capital?

Institutional investors have sold a total of 4,799,977 shares in the last 24 months. This volume of shares sold represents approximately $79.65M in transactions.


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This page (NYSE:HTGC) was last updated on 2/1/2025 by MarketBeat.com Staff
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