Hercules Capital, Inc. (NYSE:HTGC) was reported as a holding by 331 institutional investors in 13F filings for the quarter ended June 30, 2026.
| # | Institution | CIK | Shares Held | % of Outstanding | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES CORP | 0000869178 | 3,877,634 | 2.07% | ▲713,653 | +22.56% | $61.15Mn |
| 2 | Sound Income Strategies, LLC | 0001730960 | 3,667,518 | 1.96% | ▲285,460 | +8.44% | $57.84Mn |
| 3 | CITADEL ADVISORS LLC | 0001423053 | 2,937,122 | 1.57% | ▲2,121,737 | +260.21% | $46.32Mn |
| 4 | UBS Group AG | 0001610520 | 2,645,744 | 1.41% | ▲151,752 | +6.08% | $41.72Mn |
| 5 | Pandowealth. LLC | 0002143045 | 2,507,600 | 1.34% | 0 | 0.00% | $0 |
| 6 | TWO SIGMA INVESTMENTS, LP | 0001179392 | 2,265,824 | 1.21% | ▼59,035 | -2.54% | $35.73Mn |
| 7 | LPL Financial LLC | 0001403438 | 1,857,272 | 0.99% | ▲61,595 | +3.43% | $29.29Mn |
| 8 | Morgan Stanley | 0000895421 | 1,812,484 | 0.97% | ▲547,868 | +43.32% | $28.58Mn |
| 9 | Legal & General Group Plc | 0000764068 | 1,681,333 | 0.90% | ▲182,680 | +12.19% | $26.52Mn |
| 10 | Franklin Templeton Inc | 0000038777 | 1,383,905 | 0.74% | ▲248,416 | +21.88% | $21.82Mn |
| 11 | D. E. Shaw & Co., Inc. | 0001009207 | 1,373,460 | 0.73% | ▼175,500 | -11.33% | $21.66Mn |
| 12 | Muzinich & Co., Inc. | 0001618824 | 1,357,013 | 0.72% | ▲6,888 | +0.51% | $21.40Mn |
| 13 | Sumitomo Mitsui Trust Group, Inc. | 0001475365 | 1,027,434 | 0.55% | ▲2,097 | +0.20% | $16.20Mn |
| 14 | TECTONIC ADVISORS LLC | 0001859918 | 1,006,408 | 0.54% | ▲113,306 | +12.69% | $15.87Mn |
| 15 | BlackRock, Inc. | 0002012383 | 924,105 | 0.49% | ▲69,053 | +8.08% | $14.57Mn |
| 16 | Advisors Capital Management, LLC | 0001345576 | 919,542 | 0.49% | ▲63,326 | +7.40% | $14.50Mn |
| 17 | Jpmorgan Chase & Co | 0000019617 | 837,561 | 0.45% | ▼41,039 | -4.67% | $13.30Mn |
| 18 | ARES MANAGEMENT LLC | 0001259313 | 776,606 | 0.41% | 0 | 0.00% | $12.25Mn |
| 19 | Wells Fargo & Company/Mn | 0000072971 | 735,367 | 0.39% | ▼13,840 | -1.85% | $11.60Mn |
| 20 | Qube Research & Technologies Ltd | 0001729829 | 694,341 | 0.37% | ▼1,541,409 | -68.94% | $10.95Mn |