HERCULES CAPITAL INC (HTGC) Institutional Ownership
HTGC is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $157,552 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $157,552 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's HTGC position is now estimated to be worth approximately $162,565.08, representing an estimated gain of +3.18% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward HERCULES CAPITAL INC (HTGC).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $157,552 | 10,667 |
| Q4 2025 | 1 | $248,444 | 13,201 |
| Q2 2022 | 1 | $270 | 20,000 |
| Q4 2016 | 1 | $334 | 23,703 |
| Q3 2016 | 1 | $235 | 17,317 |
| Q2 2016 | 1 | $244 | 19,629 |
| Q3 2014 | 1 | $992 | 68,600 |
| Q2 2014 | 1 | $834 | 51,600 |
Related HTGC Institutional Insights:
- HTGC Institutional Ownership & Insiders Activity
- HTGC Institutional Ownership & 13F Activity
- HTGC Top Institutional Shareholders
- HTGC Institutional Buying Activity
- HTGC Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- HTGC Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings