Hercules Capital, Inc. — Institutional Ownership
Which tracked institutions hold HTGC, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
24
Funds holding
$196606642
Total value held
Buying
13 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Ubs Group Ag | $41723383 | 2645744 | +2645744 | NEW BUY |
| 2 | Morgan Stanley | $28582892 | 1812484 | +547868 | +43.32% |
| 3 | Franklin Resources Inc | $21824182 | 1383905 | +248416 | +21.88% |
| 4 | Blackrock, Inc. | $14573142 | 924105 | +69053 | +8.08% |
| 5 | Jpmorgan Chase & Co | $13300469 | 837561 | -41039 | -4.67% |
| 6 | Wells Fargo & Company/Mn | $11596734 | 735367 | -13840 | -1.85% |
| 7 | Raymond James Financial Inc | $8391115 | 532094 | +55526 | +11.65% |
| 8 | Stifel Financial Corp | $7670801 | 486419 | +486419 | NEW BUY |
| 9 | Ameriprise Financial Inc | $7654582 | 485156 | +485156 | NEW BUY |
| 10 | Royal Bank Of Canada | $7263000 | 460546 | -35860 | -7.22% |
| 11 | Jefferies Financial Group Inc. | $5154961 | 326884 | +326884 | NEW BUY |
| 12 | Goldman Sachs Group Inc | $4166797 | 264223 | -120149 | -31.26% |
| 13 | State Street Corp | $4139956 | 262521 | +39349 | +17.63% |
| 14 | Bank Of America Corp /De/ | $4094526 | 259640 | +32630 | +14.37% |
| 15 | Citigroup Inc | $3949549 | 250447 | +248790 | +15014.48% |
| 16 | Pnc Financial Services Group, Inc. | $3636325 | 230585 | -3507 | -1.50% |
| 17 | Barclays Plc | $2569075 | 162909 | -77361 | -32.20% |
| 18 | Bank Of New York Mellon Corp | $2067688 | 131115 | -13344 | -9.24% |
| 19 | Northern Trust Corp | $2004840 | 127130 | +40897 | +47.43% |
| 20 | Invesco Ltd. | $1150343 | 72945 | +72945 | NEW BUY |
| 21 | Us Bancorp \De\ | $585793 | 37146 | -36 | -0.10% |
| 22 | Truist Financial Corp | $445664 | 28260 | -964 | -3.30% |
| 23 | Fifth Third Bancorp | $37170 | 2357 | — | Held |
| 24 | Atlantic Union Bankshares Corp | $23655 | 1500 | -517 | -25.63% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.