Hercules Capital, Inc. (HTGC) Institutional Ownership

Ownership Summary

Hercules Capital, Inc. (NYSE:HTGC) has 346 institutional investors that have filed 13F reports for the period ending March 2026.

• Collectively, these holders controlled 38.5% of Hercules Capital's outstanding shares in March 2026, up from 28.0% in December 2025.
• Their total shares held in HTGC increased 58.63% from the prior quarter, while the number of investors in Hercules Capital increased 5.81% year over year.
• Among the 346 funds, 186 bought more Hercules Capital shares, 104 sold down, and 56 held their ground.
• Altogether, these fund groups held 70.4Mn shares in HTGC by March 2026, up by 26.02Mn shares quarter on quarter, and up 28.68Mn shares year over year.
• Quantum Portfolio Management LLC holds the largest position in HTGC at 19.27Mn shares as of March 31, 2026, or 10.54% of shares outstanding.
• Top purchasers of HTGC stock for the quarter ending March 2026 included Quantum Portfolio Management LLC (19.27Mn), UBS Group AG (822.13K), PANORAMIC INVESTMENT ADVISORS, LLC (799.78K), D. E. Shaw & Co., Inc. (723.42K), Qube Research & Technologies Ltd (709.22K).
• The largest sellers of Hercules Capital for the quarter ending March 2026 were BlackRock, Inc. (477.96K), MILLENNIUM MANAGEMENT LLC (407.32K), VOLORIDGE INVESTMENT MANAGEMENT, LLC (406.48K), VAN ECK ASSOCIATES CORP (294.3K), Left Brain Wealth Management, LLC (285.55K).
• Business Quant data shows the 10 biggest positions in Hercules Capital as of March 2026 are held by Quantum Portfolio Management LLC (19.27Mn), Sound Income Strategies, LLC (3.38Mn), VAN ECK ASSOCIATES CORP (3.16Mn), UBS Group AG (2.49Mn), TWO SIGMA INVESTMENTS, LP (2.32Mn), Qube Research & Technologies Ltd (2.24Mn), LPL Financial LLC (1.8Mn), D. E. Shaw & Co., Inc. (1.55Mn), Legal & General Group Plc (1.5Mn), Muzinich & Co., Inc. (1.35Mn).