SAN MATEO, CA
HERCULES CAPITAL, INC.HTGC— Latest position per institution from SEC 13F filings
15
Institutional holders
37.62M
Total shares held
543.21M
Estimated value
1.88M
Avg. position size
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
3.88M
Value
61.15M
Filed
Jun 30, 2026
SOUND INCOME STRATEGIES, LLC
CIK 1730960
Shares
3.78M
Value
62.52M
Filed
Sep 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
3.40M
Value
53.59M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
2.65M
Value
41.72M
Filed
Jun 30, 2026
PANDOWEALTH. LLC
CIK 2143045
Shares
2.51M
Value
0.00
Filed
Jun 30, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
2.27M
Value
35.73M
Filed
Jun 30, 2026
TWO SIGMA ADVISERS, LP
CIK 1478735
Shares
1.92M
Value
36.18M
Filed
Dec 31, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
1.86M
Value
29.29M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.81M
Value
28.58M
Filed
Jun 30, 2026
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
1.68M
Value
26.52M
Filed
Jun 30, 2026
MUZINICH & CO., INC.
CIK 1618824
Shares
1.46M
Value
24.46M
Filed
Sep 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
1.45M
Value
22.86M
Filed
Jun 30, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
CIK 1897612
Shares
1.40M
Value
18.11K
Filed
Mar 31, 2023
FRANKLIN TEMPLETON INC
CIK 38777
Shares
1.38M
Value
21.82M
Filed
Jun 30, 2026
D. E. SHAW & CO., INC.
CIK 1009207
Shares
1.37M
Value
21.66M
Filed
Jun 30, 2026
TECTONIC ADVISORS LLC
CIK 1859918
Shares
1.10M
Value
18.52M
Filed
Sep 30, 2026
SUMITOMO MITSUI TRUST GROUP, INC.
CIK 1475365
Shares
1.03M
Value
16.20M
Filed
Jun 30, 2026
BLACKROCK, INC.
CIK 2012383
Shares
924.11K
Value
14.57M
Filed
Jun 30, 2026
ADVISORS CAPITAL MANAGEMENT, LLC
CIK 1345576
Shares
919.54K
Value
14.50M
Filed
Jun 30, 2026
JPMORGAN CHASE & CO
CIK 19617
Shares
837.56K
Value
13.30M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES CORP | 869178 | 3.88M | 61.15M | Jun 30, 2026 |
| 2 | SOUND INCOME STRATEGIES, LLC | 1730960 | 3.78M | 62.52M | Sep 30, 2026 |
| 3 | CITADEL ADVISORS LLC | 1423053 | 3.40M | 53.59M | Jun 30, 2026 |
| 4 | UBS GROUP AG | 1610520 | 2.65M | 41.72M | Jun 30, 2026 |
| 5 | PANDOWEALTH. LLC | 2143045 | 2.51M | 0.00 | Jun 30, 2026 |
| 6 | TWO SIGMA INVESTMENTS, LP | 1179392 | 2.27M | 35.73M | Jun 30, 2026 |
| 7 | TWO SIGMA ADVISERS, LP | 1478735 | 1.92M | 36.18M | Dec 31, 2025 |
| 8 | LPL FINANCIAL LLC | 1403438 | 1.86M | 29.29M | Jun 30, 2026 |
| 9 | MORGAN STANLEY | 895421 | 1.81M | 28.58M | Jun 30, 2026 |
| 10 | LEGAL & GENERAL GROUP PLC | 764068 | 1.68M | 26.52M | Jun 30, 2026 |
| 11 | MUZINICH & CO., INC. | 1618824 | 1.46M | 24.46M | Sep 30, 2026 |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 1.45M | 22.86M | Jun 30, 2026 |
| 13 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1897612 | 1.40M | 18.11K | Mar 31, 2023 |
| 14 | FRANKLIN TEMPLETON INC | 38777 | 1.38M | 21.82M | Jun 30, 2026 |
| 15 | D. E. SHAW & CO., INC. | 1009207 | 1.37M | 21.66M | Jun 30, 2026 |
| 16 | TECTONIC ADVISORS LLC | 1859918 | 1.10M | 18.52M | Sep 30, 2026 |
| 17 | SUMITOMO MITSUI TRUST GROUP, INC. | 1475365 | 1.03M | 16.20M | Jun 30, 2026 |
| 18 | BLACKROCK, INC. | 2012383 | 924.11K | 14.57M | Jun 30, 2026 |
| 19 | ADVISORS CAPITAL MANAGEMENT, LLC | 1345576 | 919.54K | 14.50M | Jun 30, 2026 |
| 20 | JPMORGAN CHASE & CO | 19617 | 837.56K | 13.30M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.