Hercules Capital, Inc. — Institutional Ownership

Which tracked institutions hold HTGC, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

20
Funds holding
$108178893
Total value held
Buying
13 added/new · 5 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Morgan Stanley $18678411 1264616 +150443 +13.50%
2 Franklin Resources Inc $16771173 1135489 +160134 +16.42%
3 Wells Fargo & Company/Mn $13935849 740481 -16573 -2.19%
4 Blackrock, Inc. $12629125 855052 -477964 -35.86%
5 Royal Bank Of Canada $7333000 496406 NEW BUY
6 Raymond James Financial Inc $7038923 476568 -214496 -31.04%
7 Ameriprise Financial Inc $6468609 438077 +52081 +13.49%
8 Goldman Sachs Group Inc $5677175 384372 +179061 +87.21%
9 Barclays Plc $3548788 240270 NEW BUY
10 Pnc Financial Services Group, Inc. $3457539 234092 +34 +0.01%
11 Bank Of America Corp /De/ $3352938 227010 +21590 +10.51%
12 State Street Corp $3296250 223172 +9339 +4.37%
13 Bank Of New York Mellon Corp $2133661 144459 +30852 +27.16%
14 Invesco Ltd. $1499013 79650 +35722 +81.32%
15 Northern Trust Corp $1273661 86233 -115152 -57.18%
16 Us Bancorp \De\ $549179 37182 Held
17 Truist Financial Corp $431641 29224 -1309 -4.29%
18 Atlantic Union Bankshares Corp $37960 2017 Held
19 Fifth Third Bancorp $34813 2357 NEW BUY
20 Citigroup Inc $31185 1657 +1656 +165600.00%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.