Skip to content
Disclosery

HTGC HERCULES CAPITAL INC

Follow

COM (common), issuer CIK 1280784

324 managers (327 13F filers) reported a position in HTGC shares at 2025-03-31, 40,369,781 shares in all. 36 filers opened a position and 39 filers sold out during the quarter.

Managers
324
13F filers
327
New
36
Added
146
Reduced
80
Sold out
39
Shares held by filers
40,369,781

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Founders Financial Alliance, LLC14,516$279K0.07%new13F-HRTimeline
NewEdge Advisors, LLC14,461$278K<0.01%-56913F-HRTimeline
Snowden Capital Advisors LLC14,312$275K0.01%013F-HRTimeline
Caprock Group, LLC14,200$273K0.01%013F-HRTimeline
Strategic Financial Concepts, LLC14,150$272K0.05%-2,15013F-HRTimeline
Beacon Pointe Advisors, LLC14,049$270K<0.01%-3,06213F-HRTimeline
Chicago Partners Investment Group LLC15,530$268K0.01%-28113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,952$268K0.01%+213F-HRTimelineGroup
WEDBUSH SECURITIES INC13,813$265K0.01%-10013F-HRTimeline
Federation des caisses Desjardins du Qu…13,775$265K<0.01%-28,23713F-HRTimeline
Sunbelt Securities, Inc.13,548$260K0.02%+1013F-HRTimeline
Catalina Capital Group, LLC13,271$255K0.17%new13F-HRTimeline
Triumph Capital Management13,158$253K0.08%-1,31113F-HRTimeline
Sand Hill Global Advisors, LLC13,155$253K0.01%-14,26213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,130$252K<0.01%+93513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,100$252K<0.01%013F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS12,850$247K0.1%+1,90513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,817$246K<0.01%-4,44313F-HRTimelineGroup
Fulton Bank, N.A.12,817$246K0.01%-50013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,453$239K<0.01%+40313F-HRTimelineGroup
Geneos Wealth Management Inc.12,210$235K<0.01%+7,70513F-HRTimeline
Keystone Financial Group12,198$234K0.02%013F-HRTimeline
AXA S.A.in group AXA S.A.12,110$233K<0.01%+21813F-HRTimelineGroup
HB Wealth Management, LLC12,089$232K<0.01%+1,41313F-HRTimeline
ADVISORY RESEARCH INC12,035$231K0.04%-66013F-HRTimeline
WealthBridge Capital Management, LLC12,000$231K0.07%013F-HRTimeline
Beaumont Financial Advisors, LLC11,945$229K0.02%+25713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,744$226K<0.01%+3,28613F-HRTimelineGroup
ORG Partners LLC11,756$225K0.06%+3,18113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,774$216K<0.01%013F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …11,250$216K<0.01%+25013F-HRTimelineGroup
LM Advisors LLC10,900$209K0.04%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,864$209K<0.01%+3813F-HRTimelineGroup
Nebula Research & Development LLC10,847$208K0.02%new13F-HRTimeline
Prosperity Consulting Group, LLC10,668$205K0.02%-2,73813F-HRTimeline
Diversified Enterprises, LLC10,312$198K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,295$198K<0.01%-98,84113F-HRTimelineGroup
Cedar Wealth Management, LLC9,759$187K0.07%013F-HRTimeline
IFP Advisors, Inc9,624$185K0.01%-1,31913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC9,400$181K<0.01%+5,60013F-HRTimeline
COMERICA BANK7,160$138K<0.01%+1,47213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,000$134K0.01%+4,00013F-HRTimeline
Arax Advisory Partners6,916$133K0.01%new13F-HRTimeline
LGT Financial Advisors LLC6,852$132K0.4%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,799$131K<0.01%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…6,705$129K0.05%013F-HRTimeline
SIGNATUREFD, LLC6,556$126K<0.01%-7813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,967$115K<0.01%+5,72413F-HRTimelineGroup
MAI Capital Management5,815$112K<0.01%-2,36013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,456$110K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,946$95.2K<0.01%+90413F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,474$85.5K<0.01%+4,41613F-HRTimelineGroup
Hexagon Capital Partners LLC4,408$84.7K0.02%+28213F-HRTimeline
Farther Finance Advisors, LLC4,292$82K<0.01%+1,90113F-HRTimeline
Security National Bank4,003$76.9K0.01%013F-HRTimeline
Blue Trust, Inc.4,000$76.8K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,996$76.8K0.04%+2013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,811$73.2K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC3,647$70.1K0.02%+7613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,166$60.8K<0.01%+7013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC2,950$56.7K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,663$51.1K<0.01%+5513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,629$50.5K<0.01%+89713F-HRTimelineGroup
Nova Wealth Management, Inc.2,523$48.5K0.04%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT2,522$48.4K<0.01%013F-HRTimeline
Kozak & Associates, Inc.2,814$48.1K0.01%+5813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,399$46.1K0.04%+2513F-HRTimeline
Archer Investment Corp2,328$44.7K0.01%+313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN2,261$43.4K<0.01%-7713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,020$38.8K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,000$38K<0.01%new13F-HRTimelineGroup
Estabrook Capital Management1,918$36.8K0.01%+4013F-HRTimeline
GROUP ONE TRADING LLC1,851$35.6K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,739$33.4K0.01%+3613F-HRTimeline
Kathleen S. Wright Associates Inc.1,580$30.4K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,540$29.6K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC1,538$29.5K0.01%+313F-HRTimeline
HHM Wealth Advisors, LLC1,500$28.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,446$27.8K<0.01%-10013F-HRTimeline
AMERIFLEX GROUP, INC.1,361$26.1K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,357$26.1K<0.01%+413F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,383$26K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,250$24K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,135$20.4K<0.01%+14813F-HRTimeline
Clark Wealth Partners1,023$19.7K0.01%013F-HRTimeline
AllSquare Wealth Management LLC1,000$19.2K0.01%013F-HRTimeline
Rossby Financial, LCC969$17.4K0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.900$17.3K0.02%013F-HRTimeline
Beacon Capital Management, LLC814$15.6K<0.01%+1913F-HRTimeline
CWM, LLCin group CWM, LLC769$15K<0.01%+1013F-HRTimelineGroup
Asset Dedication, LLC756$14.5K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…700$13.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.710$13K<0.01%new13F-HRTimeline
WealthCollab, LLC641$12.3K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC656$12K<0.01%+55613F-HRTimeline
Community Bank, N.A.625$12K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…520$9.99K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC507$9.74K<0.01%+38013F-HRTimelineGroup
PRIVATE TRUST CO NA500$9.61K<0.01%-18113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC475$9.12K<0.01%new13F-HRTimeline
PFS Partners, LLC413$7.93K<0.01%013F-HRTimeline
JNBA Financial Advisors329$6.32K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…321$6.17K<0.01%013F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC313$6.01K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC300$5.76K<0.01%013F-HRTimeline
Signature Resources Capital Management,…275$5.28K<0.01%013F-HRTimeline
Larson Financial Group LLC250$4.8K<0.01%new13F-HRTimeline
Caitong International Asset Management …248$4.76K<0.01%-56813F-HRTimeline
Continuum Advisory, LLC238$4.56K<0.01%+513F-HRTimeline
William B. Walkup & Associates, Inc.229$4.4K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.200$3.82K<0.01%013F-HRTimeline
Point72 Hong Kong Ltd195$3.75K<0.01%-3,80813F-HRTimeline
Iron Horse Wealth Management, LLC150$2.88K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$1.92K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC100$1.92K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc54$1K<0.01%new13F-HRTimeline
West Financial Advisors, LLC51$981<0.01%+113F-HRTimeline
SOA Wealth Advisors, LLC.49$941<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…49$936<0.01%+113F-HRTimeline
CoreCap Advisors, LLC31$591<0.01%+113F-HRTimeline
West Oak Capital, LLC500$96<0.01%013F-HRTimeline
DANSKE BANK A/S2$38<0.01%+113F-HRTimeline
Creekmur Asset Management LLC1$16<0.01%-2,33613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-17,92113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.