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Who owns HTGCWhat HTGC owns — n/a

Who owns Hercules Capital, Inc.?

Institutional ownership of HTGC from SEC Form 13F filings across 217 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

217

13F holders

$615.1M

value, 2026 filers

21.5%

of shares outstanding (40.3M sh)

22

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HTGC's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1VAN ECK ASSOCIATES CORP3.9M$61.2M0.0%2.1%+22.6%
2Sound Income Strategies, LLC3.7M$57.8M2.6%2%+8.4%
3CITADEL ADVISORS LLC2.9M$46.3M0.0%1.6%+260.2%
4UBS Group AG2.6M$41.7M0.0%1.4%+6.1%
5TWO SIGMA INVESTMENTS, LP2.3M$35.7M0.0%1.2%-2.5%
6LPL Financial LLC1.9M$29.3M0.0%1%+3.4%
7MORGAN STANLEY1.8M$28.6M0.0%1%+43.3%
8Legal & General Group Plc1.7M$26.5M0.0%0.9%+12.2%
9FRANKLIN RESOURCES INC1.4M$21.8M0.0%0.7%+21.9%
10D. E. Shaw & Co., Inc.1.4M$21.7M0.0%0.7%-11.3%
11Sumitomo Mitsui Trust Group, Inc.1.0M$16.2M0.0%0.5%+0.2%
12BlackRock, Inc.924,105$14.6M0.0%0.5%+8.1%
13JPMORGAN CHASE & CO837,561$13.3M0.0%0.4%-4.7%
14WELLS FARGO & COMPANY/MN735,367$11.6M0.0%0.4%-1.8%
15Qube Research & Technologies Ltd694,341$10.9M0.0%0.4%-68.9%
16HRT FINANCIAL LP613,003$9,6670.0%0.3%+23.8%
17RAYMOND JAMES FINANCIAL INC532,094$8.4M0.0%0.3%+11.7%
18STIFEL FINANCIAL CORP486,419$7.7M0.0%0.3%-3.1%
19AMERIPRISE FINANCIAL INC485,156$7.7M0.0%0.3%+10.7%
20ROYAL BANK OF CANADA460,546$7.3M0.0%0.2%-7.2%
21SUSQUEHANNA INTERNATIONAL GROUP, LLP338,271$5.3M0.0%0.2%-23.6%
22D.A. DAVIDSON & CO.335,890$5.3M0.0%0.2%+3.9%
23Janney Montgomery Scott LLCNEW329,090$5,1900.0%0.2%new
24Cambridge Investment Research Advisors, Inc.312,424$4,9260.0%0.2%+98.9%
25NEUBERGER BERMAN GROUP LLC304,573$4.8M0.0%0.2%+1.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.