Company · Ownership research

Hercules Capital, Inc. HTGC

CIK 0001280784 · CUSIP 427096508

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 427096508 (HTGC), not CUSIP 427096908 (HTGC), CUSIP 427096958 (HTGC), and does not merge CUSIPs.

This page lists the top 20 of 336 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	VAN ECK ASSOCIATES CORP CIK 869178 · View history	$69.08M 3,438,447 shares	0.09%	+323.03K(+10.40%)Added	SEC filing ↗ Jan 29, 2025	▾
02	Sound Income Strategies, LLC CIK 1730960 · View history	$56.56M 2,815,214 shares	3.50%	+77.87K(+2.80%)Added	SEC filing ↗ Jan 21, 2025	▾
03	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$28.26M 1,406,900 shares	0.07%	+946.70K(+205.70%)Added	SEC filing ↗ Feb 14, 2025	▾
04	MORGAN STANLEY CIK 895421 · Amended · View history	$25.71M 1,279,683 shares	0.00%	+22.72K(+1.80%)Added	SEC filing ↗ May 15, 2025	▾
05	Legal & General Group Plc CIK 764068 · View history	$21.65M 1,077,851 shares	0.01%	-93.67K(-8.00%)Reduced	SEC filing ↗ Feb 13, 2025	▾
06	Advisors Capital Management, LLC CIK 1345576 · View history	$20.46M 1,018,210 shares	0.32%	+62.61K(+6.60%)Added	SEC filing ↗ Feb 13, 2025	▾
07	LPL Financial LLC CIK 1403438 · View history	$19.84M 987,320 shares	0.01%	+405(0.00%)Added	SEC filing ↗ Feb 11, 2025	▾
08	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$19.00M 945,849 shares	0.04%	+488.17K(+106.70%)Added	SEC filing ↗ Feb 14, 2025	▾
09	BlackRock, Inc. CIK 2012383 · View history	$17.23M 857,515 shares	0.00%	+154.16K(+21.90%)Added	SEC filing ↗ Feb 7, 2025	▾
10	CITADEL ADVISORS LLC CIK 1423053 · View history	$16.65M 828,809 shares	0.02%	+435.86K(+110.90%)Added	SEC filing ↗ Feb 14, 2025	▾
11	ROYAL BANK OF CANADA CIK 1000275 · View history	$15.84M 788,353 shares	0.00%	+23.78K(+3.10%)Added	SEC filing ↗ Feb 14, 2025	▾
12	Melia Wealth LLC CIK 1964047 · View history	$15.28M 760,359 shares	7.97%	+16.79K(+2.30%)Added	SEC filing ↗ Feb 13, 2025	▾
13	MARSHALL WACE, LLP CIK 1318757 · View history	$14.87M 740,210 shares	0.02%	+740.21KNew	SEC filing ↗ Feb 13, 2025	▾
14	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$13.47M 670,674 shares	0.00%	+15.84K(+2.40%)Added	SEC filing ↗ Feb 13, 2025	▾
15	RAYMOND JAMES FINANCIAL INC CIK 720005 · Amended · View history	$11.96M 595,459 shares	0.00%	—	SEC filing ↗ Apr 23, 2025	▾
16	D. E. Shaw & Co., Inc. CIK 1009207 · View history	$11.90M 592,574 shares	0.01%	+592.57KNew	SEC filing ↗ Feb 14, 2025	▾
17	Gilman Hill Asset Management, LLC CIK 1551969 · View history	$11.60M 577,158 shares	2.02%	-20.55K(-3.40%)Reduced	SEC filing ↗ Jan 16, 2025	▾
18	TECTONIC ADVISORS LLC CIK 1859918 · View history	$9.92M 493,808 shares	0.65%	+60.78K(+14.00%)Added	SEC filing ↗ Jan 27, 2025	▾
19	UBS Group AG CIK 1610520 · View history	$9.06M 450,890 shares	0.00%	+148.69K(+49.20%)Added	SEC filing ↗ Feb 14, 2025	▾
20	Muzinich & Co., Inc. CIK 1618824 · View history	$9.04M 449,996 shares	6.38%	+41.63K(+10.20%)Added	SEC filing ↗ Feb 5, 2025	▾

Showing 20 / 336 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

336

Cancelled or null records excluded

Disclosed shares

37,856,733

Not deduplicated across managers

Disclosed value

$760.56M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Hercules Capital, Inc. · Q4 2024

Explore all 336 reporting institutions.

This page includes 20 of 336 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 336 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"427096508","quarter":"2024Q4","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.