Hercules Capital, Inc. (HTGC) Institutional Ownership

Institutions by Trading Activity

188,861,000Shares Outstanding

49,567,469Shares held by institutions

$774,739,540Value of institutional holdings

26.25%Institutional ownership %

9.19%Shares Changed QoQ

347No. of institutional investors

Hercules Capital, Inc. (NYSE:HTGC) appears in 346 institutional 13F filings for the quarter ending December 2025.

Their combined ownership stood at 26.1% of outstanding shares in December 2025, up from 24.5% in September 2025.
Their total shares held in HTGC increased 8.91% quarter over quarter, and separately, investors owning Hercules Capital increased 5.17% from a year ago.
Of these 346 holders, 185 added to their stakes in Hercules Capital, 97 trimmed positions, and 64 made no changes.
Institutional investors collectively 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.
As of December 31, 2025, CONFLUENCE INVESTMENT MANAGEMENT LLC held the largest stake in Hercules Capital with 273.34K shares, accounting for 0.14% of total shares outstanding.
Leading buyers of Hercules Capital shares for the quarter ending December 2025 were ADIRONDACK TRUST CO (24.0K), Sankala Group LLC (109).
Leading sellers of Hercules Capital shares for the quarter ending December 2025 were Ares Financial Consulting, LLC (47.73K), CONFLUENCE INVESTMENT MANAGEMENT LLC (16.45K).
Per Business Quant data, the top 4 holders of Hercules Capital for the quarter ending December 2025 are CONFLUENCE INVESTMENT MANAGEMENT LLC (273.34K), ADIRONDACK TRUST CO (24.0K), Sankala Group LLC (4.13K), Ares Financial Consulting, LLC (2).

49,567,469 Total Shares Held

Rows:

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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