Hercules Capital, Inc. (HTGC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

188,861,000Shares Outstanding

49,567,469Shares held by institutions

$786,387,896Value of institutional holdings

26.25%Institutional ownership %

9.19%Shares Changed QoQ

347No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Hercules Capital, Inc. (NYSE:HTGC) has 346 institutional investors that have filed 13F reports for the period ending December 2025.

Their combined ownership stood at 26.1% of outstanding shares in December 2025, up from 24.5% in September 2025.
They increased total shares held in Hercules Capital by 8.91% from the prior quarter, while the number of investors in HTGC increased 5.17% year over year.
Of these 346 holders, 185 added to their stakes in Hercules Capital, 97 trimmed positions, and 64 made no changes.
In total, institutional investors held 49.22Mn shares in Hercules Capital as of December 2025, up by 4.03Mn shares quarter on quarter, and up 8.27Mn shares year over year.
Muzinich & Co., Inc. leads ownership in HTGC with 1.35Mn shares as of December 31, 2025, equal to 0.71% of outstanding shares.
The biggest buyers of Hercules Capital for the quarter ending December 2025 included Triad Investment Management (208.63K), TECTONIC ADVISORS LLC (133.36K), Apollon Wealth Management, LLC (132.35K), Significant Wealth Partners LLC (125.14K), MATHER GROUP, LLC. (109.08K).
The largest sellers of Hercules Capital for the quarter ending December 2025 were KESTRA PRIVATE WEALTH SERVICES, LLC (84.7K), Ares Financial Consulting, LLC (47.73K), SMH CAPITAL ADVISORS INC (40.46K), J.M. Arbour, LLC (35.96K), Inspire Investing, LLC (24.6K).
Hercules Capital's 10 largest shareholders as of December 2025 include Muzinich & Co., Inc. (1.35Mn), TECTONIC ADVISORS LLC (893.1K), Gilman Hill Asset Management, LLC (617.83K), Border to Coast Pensions Partnership Ltd (475.0K), Triad Investment Management (312.69K), CONFLUENCE INVESTMENT MANAGEMENT LLC (273.34K), Naviter Wealth, LLC (210.44K), Apollon Wealth Management, LLC (151.8K), Significant Wealth Partners LLC (125.14K), MATHER GROUP, LLC. (109.08K) per Business Quant data.

347 Institutional Holders

49,567,469 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VAN ECK ASSOCIATES CORP	31 Dec, 2025	3,458,277	-188,907	-5.18%	$65,085.00
Sound Income Strategies, LLC	31 Dec, 2025	2,703,275	-49,592	-1.80%	$51,118,929.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	1,922,200	-34,200	-1.75%	$36,175,804.00
LPL Financial LLC	31 Dec, 2025	1,823,405	29,292	1.63%	$34,316,485.00
UBS Group AG	31 Dec, 2025	1,671,860	353,092	26.77%	$31,464,406.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	1,616,456	288,440	21.72%	$30,421,702.00
Qube Research & Technologies Ltd	31 Dec, 2025	1,526,526	499,252	48.60%	$28,729,219.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	1,392,476	30,114	2.21%	$26,206,398.00
Legal & General Group Plc	31 Dec, 2025	1,382,084	209,854	17.90%	$26,003,911.00
Muzinich & Co., Inc.	31 Dec, 2025	1,335,787	342,967	34.54%	$25,139,511.00
BlackRock, Inc.	31 Dec, 2025	1,333,016	-6,021	-0.45%	$25,087,351.00
Morgan Stanley	31 Dec, 2025	1,114,173	-59,453	-5.07%	$20,968,752.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	1,018,759	133,813	15.12%	$19,173,044.00
Franklin Resources Inc	31 Dec, 2025	975,355	46,726	5.03%	$18,356,181.00
Advisors Capital Management, LLC	31 Dec, 2025	828,258	34,007	4.28%	$15,587,829.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	825,537	309,175	59.88%	$15,536,607.00
Melia Wealth LLC	31 Dec, 2025	802,185	-11,355	-1.40%	$15,097,116.00
TECTONIC ADVISORS LLC	31 Dec, 2025	759,746	70,235	10.19%	$14,298,418.00
Wells Fargo & Company/Mn	31 Dec, 2025	740,481	-16,573	-2.19%	$13,935,849.00
VOLORIDGE INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	707,651	128,790	22.25%	$13,317,992.00

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