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Disclosery

HTGC HERCULES CAPITAL INC

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COM (common), issuer CIK 1280784

328 managers (332 13F filers) reported a position in HTGC shares at 2026-06-30, 54,102,138 shares in all. 30 filers opened a position and 46 filers sold out during the quarter.

Managers
328
13F filers
332
New
30
Added
132
Reduced
102
Sold out
46
Shares held by filers
54,102,138

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Advisory Solutions Group, LLC15,021$237K0.08%13F-HRTimeline
Prime Capital Investment Advisors, LLC14,972$236K<0.01%-5,70313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …14,816$234K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners14,805$233K<0.01%+213F-HRTimeline
NewEdge Advisors, LLC14,716$232K<0.01%-1,54313F-HRTimeline
Modern Wealth Management, LLC14,381$227K<0.01%-5513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC14,335$226K0.03%+42013F-HRTimeline
Cornerstone Wealth Management, LLC14,289$225K0.01%-4,34313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC14,098$222K0.01%-5,28913F-HRTimelineGroup
Beaumont Financial Advisors, LLC14,047$222K0.01%+80813F-HRTimeline
Fiduciary Alliance LLC14,032$221K0.01%new13F-HRTimeline
Sand Hill Global Advisors, LLC13,832$218K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,697$216K<0.01%new13F-HR/ATimeline
Vestmark Advisory Solutions, Inc.13,598$214K<0.01%new13F-HRTimeline
Parallel Advisors, LLC13,456$212K<0.01%+2013F-HRTimeline
INVESTED ADVISORS13,452$212K0.19%-31013F-HRTimeline
Chung Wu Investment Group, LLC12,978$205K0.13%013F-HRTimeline
Fulton Bank, N.A.12,817$202K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC12,732$201K0.01%-55513F-HRTimeline
Sowell Financial Services LLC12,616$199K0.01%-6,27713F-HRTimeline
Register Financial Advisors LLC12,419$196K0.06%+2813F-HRTimeline
Sequoia Financial Advisors, LLC12,336$195K<0.01%+1,66913F-HRTimeline
Avail Investment Partners, LLC12,325$194K0.15%+2,00213F-HRTimeline
Keystone Financial Group12,198$192K0.01%013F-HRTimeline
Strategic Financial Concepts, LLC12,150$192K0.06%013F-HRTimeline
WealthBridge Capital Management, LLC12,000$189K0.04%013F-HRTimeline
Snowden Capital Advisors LLC11,936$188K<0.01%+50013F-HRTimeline
Baker Avenue Asset Management, LP11,896$188K<0.01%013F-HRTimeline
Colonial River Investments, LLC11,877$187K0.05%-2,34513F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …11,548$182K<0.01%013F-HRTimelineGroup
MQS Management LLC11,414$180K0.22%-21,10613F-HRTimeline
Sovereign Financial Group, Inc.10,928$172K0.03%+17313F-HRTimeline
Independent Advisor Alliance10,638$168K<0.01%-1,11213F-HRTimeline
SageGuard Financial Group, LLC10,317$163K0.02%+813F-HRTimeline
IFP Advisors, Inc10,182$161K<0.01%+44113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,032$158K0.01%013F-HRTimeline
SIGNATUREFD, LLC9,126$144K<0.01%+1,56513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,009$142K0.05%+2,77513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,372$130K<0.01%+30913F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC7,916$125K0.01%-1,69113F-HRTimeline
State of Alaska, Department of Revenue7,821$123K<0.01%013F-HRTimeline
IFG Advisory, LLC7,495$118K<0.01%+5,49513F-HRTimeline
AMERIFLEX GROUP, INC.6,549$103K0.04%013F-HRTimeline
SIMPLEX TRADING, LLC6,429$101K<0.01%new13F-HRTimeline
SHP Wealth Management6,045$95.3K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,784$91.2K<0.01%013F-HRTimelineGroup
Allworth Financial LP5,691$89.7K<0.01%-47613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,500$86.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,858$76.6K<0.01%-5513F-HRTimeline
Key Capital Management, INC4,465$70.4K0.04%-91113F-HRTimeline
Sankala Group LLC4,237$70.4K0.05%+10513F-HRTimeline
Geneos Wealth Management Inc.4,275$67.4K<0.01%-70013F-HRTimeline
Advocate Investing Services LLC4,240$66.9K0.05%013F-HRTimeline
Tradewinds Capital Management, LLC4,100$64.7K0.01%+10213F-HRTimeline
Blue Trust, Inc.4,000$63.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,875$61.1K<0.01%-3,20013F-HRTimeline
Kozak & Associates, Inc.3,702$58.9K0.01%+9213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,625$57.2K<0.01%+10513F-HRTimelineGroup
Security National Bank3,508$55.3K0.01%013F-HRTimeline
Bogart Wealth, LLC3,500$55.2K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC3,500$55.2K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,322$52.4K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC2,995$47.9K<0.01%+7413F-HRTimeline
MTM Investment Management, LLC2,900$45.7K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,881$45.4K<0.01%013F-HRTimeline
Caitlin John, LLC2,643$41.7K0.02%+1,04113F-HRTimeline
Nova Wealth Management, Inc.2,523$39.8K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,522$39.8K<0.01%013F-HRTimeline
Estabrook Capital Management2,506$39.5K0.01%+5313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,357$37.2K<0.01%013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN2,170$34.2K<0.01%-5113F-HRTimeline
Archer Investment Corp2,047$32.3K0.01%+413F-HR/ATimeline
Quantum Portfolio Management LLC1,927$30.4K0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC1,845$29.1K<0.01%-20013F-HRTimeline
Institute for Wealth Management, LLC.1,761$27.8K<0.01%new13F-HRTimeline
Burk Holdings LLC1,750$27.6K0.01%013F-HRTimeline
CX Institutional1,675$26K<0.01%-47513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,500$23.7K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,500$23.7K<0.01%-3513F-HRTimeline
HHM Wealth Advisors, LLC1,500$23.7K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,361$21.5K0.01%-1,90613F-HRTimeline
Abound Wealth Management1,300$20.5K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,250$19.7K<0.01%-2513F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC1,227$19.4K0.01%-7713F-HRTimeline
Clearstead Advisors, LLC1,200$18.9K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC1,095$17.3K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,078$17K<0.01%-20813F-HRTimelineGroup
Rossby Financial, LCC997$15.7K<0.01%+47913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…985$15.5K<0.01%+51013F-HRTimelineGroup
LANARK FINANCIAL, INC.976$15.4K<0.01%-17713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …900$14.2K<0.01%13F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS831$13.1K<0.01%new13F-HRTimeline
Asset Dedication, LLC756$11.9K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC723$11.4K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC695$11.1K0.01%-30013F-HRTimeline
VALLEY NATIONAL ADVISERS INC656$10.3K<0.01%013F-HRTimeline
Community Bank, N.A.625$9.86K<0.01%013F-HRTimeline
Bank of New Hampshire600$9.46K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA517$8.15K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC447$7.05K<0.01%+5113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…432$6.81K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.425$6.75K<0.01%013F-HRTimeline
PFS Partners, LLC413$6.51K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.360$6K<0.01%-24013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kennebec Savings Bank315$4.97K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…312$4.92K<0.01%-1,63013F-HRTimelineGroup
VSM Wealth Advisory, LLC300$4.73K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…275$4.34K<0.01%013F-HRTimeline
Continuum Advisory, LLC267$4.21K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC246$3.88K<0.01%new13F-HRTimeline
William B. Walkup & Associates, Inc.229$3.61K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management205$3.23K<0.01%-1,00013F-HRTimelineGroup
JPL Wealth Management, LLC200$3.15K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG193$3.04K<0.01%new13F-HRTimelineGroup
SWAN Capital LLC189$2.98K<0.01%013F-HRTimeline
Roxbury Financial LLC160$2.52K<0.01%new13F-HRTimeline
WealthCollab, LLC135$2.13K<0.01%-50613F-HRTimeline
Glen Eagle Advisors, LLC100$1.58K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC66$1.04K<0.01%new13F-HRTimeline
West Financial Advisors, LLC57$906<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.57$903<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…55$864<0.01%+213F-HRTimeline
Elequin Capital, LP24$378<0.01%+1513F-HRTimeline
Caitong International Asset Management …24$378<0.01%-113F-HRTimeline
DANSKE BANK A/S2$32<0.01%-713F-HRTimeline
Ares Financial Consulting, LLC2$32<0.01%013F-HRTimeline
Pandowealth. LLC2,507,600$00%013F-HR/ATimelineValue filed as zero, left out of ratios.
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.