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Disclosery

HTGC HERCULES CAPITAL INC

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COM (common), issuer CIK 1280784

331 managers (334 13F filers) reported a position in HTGC shares at 2024-12-31, 37,850,511 shares in all. 45 filers opened a position and 24 filers sold out during the quarter.

Managers
331
13F filers
334
New
45
Added
140
Reduced
67
Sold out
24
Shares held by filers
37,850,511

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,950$280K0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC13,913$280K0.01%-1,81413F-HRTimeline
Sunbelt Securities, Inc.13,538$271K0.02%-97913F-HRTimeline
Prosperity Consulting Group, LLC13,406$269K0.02%+1,23913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,399$269K<0.01%-8,09513F-HRTimeline
Fulton Bank, N.A.13,317$268K0.01%-2,10013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,100$263K<0.01%013F-HRTimelineGroup
WINTRUST INVESTMENTS LLC13,024$261K0.23%+1,58213F-HRTimeline
ADVISORY RESEARCH INC12,695$255K0.04%-14713F-HRTimeline
Foundations Investment Advisors, LLC12,515$251K<0.01%-1,07513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,497$251K<0.01%new13F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC12,335$248K<0.01%+41013F-HRTimeline
Empowered Funds, LLC12,295$247K<0.01%new13F-HRTimeline
Keystone Financial Group12,198$245K0.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,195$245K<0.01%-4213F-HRTimeline
GWN SECURITIES INC.11,587$244K0.07%13F-HRTimeline
Sanctuary Advisors, LLC11,531$243K<0.01%-7,28713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,050$242K<0.01%new13F-HRTimelineGroup
WealthBridge Capital Management, LLC12,000$241K0.07%013F-HRTimeline
AXA S.A.in group AXA S.A.11,892$239K<0.01%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC11,688$235K0.02%+26913F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …11,000$221K<0.01%13F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS10,945$220K0.08%013F-HRTimeline
IFP Advisors, Inc10,943$220K0.01%+97413F-HRTimeline
LM Advisors LLC10,900$219K0.04%013F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,826$217K<0.01%+80213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,774$216K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC10,676$214K<0.01%+20213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,484$211K0.01%new13F-HRTimeline
Diversified Enterprises, LLC10,312$207K0.02%new13F-HRTimeline
Old Port Advisors10,302$207K0.06%013F-HRTimeline
Latitude Advisors, LLC10,167$204K0.12%-21913F-HRTimeline
PharVision Advisers, LLC10,111$203K0.17%13F-HRTimeline
GeoWealth Management, LLC10,003$201K0.01%new13F-HRTimeline
Cedar Wealth Management, LLC9,759$196K0.07%013F-HRTimeline
ORG Partners LLC8,575$172K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,458$170K<0.01%+1,86813F-HRTimelineGroup
MAI Capital Management8,175$164K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC7,850$158K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,705$135K0.04%013F-HRTimeline
SIGNATUREFD, LLC6,634$133K<0.01%+3,07913F-HRTimeline
COMERICA BANK5,688$114K<0.01%-2,11213F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC5,456$110K0.01%+7613F-HRTimeline
Geneos Wealth Management Inc.4,505$90.5K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC4,300$86.4K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC4,126$82.9K0.02%+22113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,042$81.2K<0.01%+2,69313F-HRTimelineGroup
Security National Bank4,003$80.4K0.01%013F-HRTimeline
Point72 Hong Kong Ltd4,003$80.4K0.01%new13F-HRTimeline
Blue Trust, Inc.4,000$80.4K<0.01%013F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.3,976$79.9K0.04%-4013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,811$76.6K0.02%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,800$76.3K<0.01%-2,00013F-HRTimeline
Tradewinds Capital Management, LLC3,571$71.7K0.02%+7413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,096$62.2K<0.01%+7413F-HR/ATimelineGroup
CHILTON CAPITAL MANAGEMENT LLC3,000$60.3K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,950$59.3K0.01%013F-HRTimeline
Kozak & Associates, Inc.2,756$55.4K0.01%+5813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,608$52.4K<0.01%+5413F-HRTimeline
Nova Wealth Management, Inc.2,523$50.7K0.04%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,522$50.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,474$49.7K<0.01%+5213F-HRTimeline
Farther Finance Advisors, LLC2,391$48K<0.01%+113F-HRTimeline
Quarry LP2,388$48K0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,374$47.7K0.04%+2413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN2,338$47K<0.01%013F-HRTimeline
Creekmur Asset Management LLC2,337$46.9K0.01%013F-HRTimeline
Archer Investment Corp2,325$46.7K0.01%+1,80313F-HRTimeline
AlphaMark Advisors, LLC2,142$43K0.02%+9413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,020$40.6K<0.01%013F-HRTimelineGroup
Estabrook Capital Management1,878$37.7K0.01%+1,32413F-HRTimeline
Avior Wealth Management, LLC1,802$36.2K<0.01%+1,15213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,732$34.8K<0.01%-3,70013F-HRTimelineGroup
Caitlin John, LLC1,713$34.4K0.02%+3013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,703$34.2K0.01%-6413F-HRTimeline
Kathleen S. Wright Associates Inc.1,580$31.7K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,546$31.1K<0.01%-30013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Painted Porch Advisors LLC1,535$30.8K0.02%+313F-HRTimeline
HHM Wealth Advisors, LLC1,500$30.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,361$28.8K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,353$27.2K<0.01%+313F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,383$27K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,250$25.1K<0.01%013F-HRTimelineGroup
Allworth Financial LP987$20.6K<0.01%+2413F-HRTimeline
Clark Wealth Partners1,023$20.6K0.02%13F-HRTimeline
DUNCKER STREETT & CO INC1,000$20.1K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC1,000$20.1K0.01%013F-HRTimeline
Raleigh Capital Management Inc.940$18.9K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.900$18.1K0.02%13F-HRTimeline
ALBION FINANCIAL GROUP /UT887$17.8K<0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC837$16.8K0.01%013F-HRTimeline
Caitong International Asset Management …816$16.4K0.02%13F-HR/ATimeline
Beacon Capital Management, LLC795$16K<0.01%013F-HRTimeline
Asset Dedication, LLC756$15.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC759$15K<0.01%-1,73113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…700$14.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA681$13.7K<0.01%013F-HRTimeline
WealthCollab, LLC641$12.9K0.01%013F-HRTimeline
Community Bank, N.A.625$12.6K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC565$11.1K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…520$10.4K<0.01%+22013F-HRTimelineGroup
PFS Partners, LLC413$8.3K<0.01%013F-HRTimeline
JNBA Financial Advisors329$6.61K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…321$6.45K<0.01%013F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC313$6.29K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC300$6.03K<0.01%13F-HRTimeline
Synergy Investment Management, LLC280$5.62K<0.01%13F-HRTimeline
Signature Resources Capital Management,…275$5.53K<0.01%013F-HRTimeline
WR Wealth Planners, LLC249$5K<0.01%+613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.243$4.88K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC233$4.67K<0.01%+513F-HRTimeline
William B. Walkup & Associates, Inc.229$4.6K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC222$4.44K<0.01%+21013F-HRTimeline
TD Waterhouse Canada Inc.200$4.01K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC127$2.55K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC100$2.01K<0.01%-75013F-HRTimeline
Glen Eagle Advisors, LLC100$2.01K<0.01%013F-HRTimeline
Parvin Asset Management, LLC100$2.01K<0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC100$2K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC82$1.64K<0.01%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…58$1.17K<0.01%-5,52413F-HRTimelineGroup
West Financial Advisors, LLC50$1K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.49$984<0.01%new13F-HR/ATimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…48$959<0.01%13F-HRTimeline
CoreCap Advisors, LLC30$605<0.01%013F-HRTimeline
Lindbrook Capital, LLC22$442<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC20$402<0.01%013F-HRTimeline
Transce3nd, LLC16$328<0.01%13F-HRTimeline
West Oak Capital, LLC500$100<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC1$20<0.01%-113F-HRTimelineGroup
DANSKE BANK A/S1$20<0.01%-113F-HRTimeline