Recent Quarter Total Invested
$881.27 M
Recent Quarter Institutional Ownership Percentage
20.52%
Total Invested of Last Quarter
$681.88 M
Ownership Percentage of Last Quarter
23.49%
Hercules Capital, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 07/31/2024 | 2.82 M | $57.77 M | 11.84% | 1.79% |
| SOUND INCOME STRATEGIES, LLC | 07/12/2024 | 2.69 M | $55.00 M | 1.34% | 1.71% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 1.25 M | $25.66 M | 3.30% | 0.80% |
| MORGAN STANLEY | 10/17/2024 | 1.18 M | $24.14 M | 3.44% | 0.75% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 08/09/2024 | 946,313 | $19.35 M | 1.97% | 0.60% |
| MARSHALL WACE, LLP | 08/14/2024 | 867,395 | $17.74 M | -42.14% | 0.55% |
| LPL FINANCIAL LLC | 08/07/2024 | 856,288 | $17.51 M | 8.92% | 0.54% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 836,600 | $17.11 M | 6.52% | 0.53% |
| ROYAL BANK OF CANADA | 11/06/2024 | 798,230 | $16.32 M | 2.37% | 0.51% |
| MELIA WEALTH LLC | 08/12/2024 | 732,058 | $14.97 M | 5.86% | 0.47% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 657,643 | $13.45 M | 12.61% | 0.42% |
| BLACKROCK INC. | 08/13/2024 | 651,944 | $13.33 M | 3.90% | 0.41% |
| GILMAN HILL ASSET MANAGEMENT, LLC | 07/12/2024 | 607,669 | $12.43 M | 1.25% | 0.39% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 605,633 | $12.39 M | -22.35% | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 586,109 | $11.99 M | -4.66% | 0.37% |
| JPMORGAN CHASE & CO | 08/12/2024 | 404,051 | $8.26 M | -24.53% | 0.26% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 389,732 | $7.97 M | 3.46% | 0.25% |
| S&T BANK/PA | 08/14/2024 | 387,159 | $7.92 M | -26.75% | 0.25% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 386,922 | $7.91 M | 93.14% | 0.25% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 372,267 | $7.61 M | -0.47% | 0.24% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2024 | 379,548 | $7.76 M | 0.76% | 0.24% |
| MUZINICH & CO., INC. | 08/07/2024 | 371,476 | $7.60 M | -1.80% | 0.24% |
| TECTONIC ADVISORS LLC | 08/02/2024 | 370,206 | $7.57 M | 7.35% | 0.24% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 364,247 | $7.45 M | -1.87% | 0.23% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 08/12/2024 | 356,422 | $7.29 M | 4.26% | 0.23% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 08/06/2024 | 353,221 | $16.30 M | 2,067.00% | 0.22% |
| BORDER TO COAST PENSIONS PARTNERSHIP LTD | 07/16/2024 | 350,000 | $7.16 M | -6.63% | 0.22% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 07/22/2024 | 340,780 | $6.97 M | 12.17% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 330,643 | $6.76 M | 11.20% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 320,500 | $6.55 M | 117.44% | 0.20% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 302,445 | $6.19 M | 11.37% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 297,700 | $6.09 M | -32.12% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 297,187 | $6.08 M | -1.39% | 0.19% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 295,366 | $6.04 M | -0.82% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 272,878 | $5.58 M | 95.35% | 0.17% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 265,027 | $5.42 M | 6.82% | 0.17% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 257,812 | $5.27 M | -7.26% | 0.16% |
| UBS GROUP AG | 08/14/2024 | 250,994 | $5.13 M | -0.96% | 0.16% |
| HRT FINANCIAL LP | 08/12/2024 | 237,534 | $4.86 M | 194.22% | 0.15% |
| CENTAURUS FINANCIAL, INC. | 09/23/2024 | 237,366 | $4.85 M | -1.43% | 0.15% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 230,093 | $4.71 M | 44.67% | 0.15% |
| FAS WEALTH PARTNERS, INC. | 07/29/2024 | 208,025 | $4.25 M | -0.93% | 0.13% |
| LEFT BRAIN WEALTH MANAGEMENT, LLC | 08/06/2024 | 200,081 | $4.09 M | 10.30% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 186,835 | $3.82 M | 25.64% | 0.12% |
| BAKER AVENUE ASSET MANAGEMENT, LP | 08/08/2024 | 154,690 | $3.16 M | -2.60% | 0.10% |
| WATERLOO CAPITAL, L.P. | 08/12/2024 | 150,555 | $3.08 M | 4.30% | 0.10% |
| TRUEMARK INVESTMENTS, LLC | 07/29/2024 | 147,418 | $3.01 M | 100.00% | 0.09% |
| ARES MANAGEMENT LLC | 08/14/2024 | 143,038 | $2.93 M | 0.00% | 0.09% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/13/2024 | 142,679 | $2.92 M | 1.85% | 0.09% |
| BLAIR WILLIAM & CO/IL | 08/12/2024 | 141,879 | $2.90 M | 0.00% | 0.09% |
Hercules Capital, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HTGC shares?
During the previous two years, 381 institutional investors and hedge funds held shares of Hercules Capital, Inc.. The most heavily invested institutionals were:
VAN ECK ASSOCIATES CORP: 3.12 M
Sound Income Strategies, LLC: 2.74 M
MORGAN STANLEY: 1.26 M
Legal & General Group Plc: 1.17 M
LPL Financial LLC: 986,915
Advisors Capital Management, LLC: 955,600
-
What percentage of Hercules Capital, Inc. stock is owned by institutional investors?
20.52% of Hercules Capital, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HTGC ?
Institutional investors have bought a total of 39.17 M shares in the last 24 months. This purchase volume represents approximately $725.44 M in transactions.