HERCULES CAPITAL INC (HTGC) Institutional Shareholders
HERCULES CAPITAL INC (HTGC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $708.79M in HTGC holdings during the latest filing period.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of HTGC tracked by InsiderSet, reporting ownership valued at approximately $57.84M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $60.22M, representing an estimated gain of +4.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed HTGC value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Ubs Group Ag, Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in HERCULES CAPITAL INC (HTGC).
This page ranks the largest institutional HTGC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
346
Total Reported Value
$708.79M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$57.84M
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 2.60% | 3,667,518 | $57,836,764 | $60,220,646 | +$2,383,882 | +4.12% | |
| Ubs Group Ag | 0.01% | 2,493,992 | $36,836,261 | $40,951,349 | +$4,115,088 | +11.17% | |
| Two Sigma Investments, Lp | 0.03% | 2,324,859 | $34,338,167 | $38,174,185 | +$3,836,018 | +11.17% | |
| Qube Research & Technologies Ltd | 0.05% | 2,235,750 | $33,022,028 | $36,711,015 | +$3,688,987 | +11.17% | |
| Lpl Financial Llc | 0.01% | 1,795,677 | $26,522,155 | $29,485,016 | +$2,962,861 | +11.17% | |
| D. E. Shaw & Co., Inc. | 0.02% | 1,548,960 | $22,878,139 | $25,433,923 | +$2,555,784 | +11.17% | |
| Legal & General Group Plc | 0.01% | 1,498,653 | $22,142,599 | $24,607,882 | +$2,465,283 | +11.13% | |
| Muzinich & Co., Inc. | 7.31% | 1,357,013 | $21,400,095 | $22,282,153 | +$882,058 | +4.12% | |
| Morgan Stanley | 0.00% | 1,264,616 | $18,678,411 | $20,764,995 | +$2,086,584 | +11.17% | |
| Franklin Resources Inc | 0.00% | 1,135,489 | $16,771,173 | $18,644,729 | +$1,873,556 | +11.17% | |
| Union Bancaire Privee, Ubp Sa | 0.18% | 6,449 | $16,250,392 | $105,893 | -$16,144,499 | -99.35% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | 1,027,434 | $16,202,634 | $16,870,466 | +$667,832 | +4.12% | |
| Tectonic Advisors Llc | 0.76% | 1,006,408 | $15,871,065 | $16,525,219 | +$654,154 | +4.12% | |
| Millennium Management Llc | 0.01% | 985,160 | $14,550,813 | $16,176,327 | +$1,625,514 | +11.17% | |
| Advisors Capital Management, Llc | 0.15% | 856,216 | $12,646,319 | $14,059,067 | +$1,412,748 | +11.17% | |
| Blackrock, Inc. | 0.00% | 855,052 | $12,629,125 | $14,039,954 | +$1,410,829 | +11.17% | |
| Citadel Advisors Llc | 0.01% | 815,385 | $12,043,236 | $13,388,622 | +$1,345,386 | +11.17% | |
| Panoramic Investment Advisors, Llc | 5.72% | 799,775 | $11,812,680 | $13,132,306 | +$1,319,626 | +11.17% | |
| Melia Wealth Llc | 5.72% | 799,708 | $11,811,690 | $13,131,205 | +$1,319,515 | +11.17% | |
| Ares Management Llc | 0.76% | 776,606 | $11,470,471 | $12,751,871 | +$1,281,400 | +11.17% | |
| Wells Fargo & Company/Mn | 0.00% | 749,207 | $11,065,796 | $12,301,979 | +$1,236,183 | +11.17% | |
| Gilman Hill Asset Management, Llc | 1.40% | 646,682 | $10,198,179 | $10,618,518 | +$420,339 | +4.12% | |
| Stifel Financial Corp | 0.01% | 501,728 | $7,410,513 | $8,238,374 | +$827,861 | +11.17% | |
| Royal Bank Of Canada | 0.00% | 496,406 | $7,333,000 | $8,150,987 | +$817,987 | +11.15% | |
| Raymond James Financial Inc | 0.00% | 476,568 | $7,038,923 | $7,825,247 | +$786,324 | +11.17% | |
| Trexquant Investment Lp | 0.05% | 470,541 | $6,949,891 | $7,726,283 | +$776,392 | +11.17% | |
| Susquehanna International Group, Llp | 0.01% | 442,571 | $6,536,774 | $7,267,016 | +$730,242 | +11.17% | |
| Ameriprise Financial Inc | 0.00% | 438,077 | $6,468,609 | $7,193,224 | +$724,615 | +11.20% | |
| Engineers Gate Manager Lp | 0.07% | 391,972 | $5,789,426 | $6,436,180 | +$646,754 | +11.17% | |
| Goldman Sachs Group Inc | 0.00% | 384,372 | $5,677,175 | $6,311,388 | +$634,213 | +11.17% | |
| D.A. Davidson & Co. | 0.03% | 335,890 | $5,296,995 | $5,515,314 | +$218,319 | +4.12% | |
| Advisors Asset Management, Inc. | 0.08% | 307,016 | $4,534,626 | $5,041,203 | +$506,577 | +11.17% | |
| Neuberger Berman Group Llc | 0.00% | 301,673 | $4,455,710 | $4,953,471 | +$497,761 | +11.17% | |
| Voloridge Investment Management, Llc | 0.02% | 301,173 | $4,448,325 | $4,945,261 | +$496,936 | +11.17% | |
| Confluence Investment Management Llc | 0.07% | 276,182 | $4,355,391 | $4,534,908 | +$179,517 | +4.12% | |
| Fj Capital Management Llc | 0.46% | 277,666 | $4,101,127 | $4,559,276 | +$458,149 | +11.17% | |
| Cetera Investment Advisers | 0.00% | 256,621 | $3,790,285 | $4,213,717 | +$423,432 | +11.17% | |
| Barclays Plc | 0.00% | 240,270 | $3,548,788 | $3,945,233 | +$396,445 | +11.17% | |
| Bank Of America Corp | 0.00% | 227,010 | $3,352,938 | $3,727,504 | +$374,566 | +11.17% | |
| Denali Advisors Llc | 0.37% | 224,350 | $3,313,650 | $3,683,827 | +$370,177 | +11.17% | |
| State Street Corp | 0.00% | 223,172 | $3,296,250 | $3,664,484 | +$368,234 | +11.17% | |
| Naviter Wealth, Llc | 0.39% | 210,445 | $3,108,279 | $3,455,507 | +$347,228 | +11.17% | |
| Elevation Point Wealth Partners, Llc | 0.07% | 206,303 | $3,047,092 | $3,387,495 | +$340,403 | +11.17% | |
| Fas Wealth Partners, Inc. | 0.16% | 190,914 | $3,010,709 | $3,134,808 | +$124,099 | +4.12% | |
| Waterloo Capital, L.P. | 0.17% | 190,911 | $3,010,665 | $3,134,759 | +$124,094 | +4.12% | |
| Cerity Partners Llc | 0.00% | 197,967 | $2,923,960 | $3,250,618 | +$326,658 | +11.17% | |
| Jump Financial, Llc | 0.04% | 196,273 | $2,898,952 | $3,222,803 | +$323,851 | +11.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 182,643 | $2,880,280 | $2,998,998 | +$118,718 | +4.12% | |
| Bnp Paribas Financial Markets | 0.00% | 193,310 | $2,855,189 | $3,174,150 | +$318,961 | +11.17% | |
| Blair William & Co/Il | 0.01% | 191,193 | $2,823,921 | $3,139,389 | +$315,468 | +11.17% |
Frequently asked questions about HTGC
Who owns the most HTGC stock?
The largest holders of HTGC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HERCULES CAPITAL INC (HTGC).
Is HTGC widely held by superinvestors?
Many widely followed stocks like HTGC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HTGC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.