Hercules Capital Ownership | Who Owns Hercules Capital?


OverviewForecastRevenueFinancialsChartTranscripts

Hercules Capital Ownership Summary


Hercules Capital is owned by 20.28% institutional investors, 1.82% insiders, and 77.90% retail investors. Van eck associates is the largest institutional shareholder, holding 1.79% of HTGC shares. VanEck BDC Income ETF is the top mutual fund, with 1.80% of its assets in Hercules Capital shares.

HTGC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockHercules Capital20.28%1.82%77.90%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryAsset Management Stocks39.76%8.77%51.48%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
VanEck BDC Income ETF2.92M1.80%-
Sound Income Strategies Core Plus SMA2.26M1.39%89.55K
iShares Listed Private Eq ETF USD Dist531.10K0.33%-
Sound Income Strategies Income Plus SMA429.58K0.26%17.02K
Putnam BDC Income ETF385.48K0.24%26.28K
First Trust Specialty Finance330.00K0.20%-
Undrly L&G Pen PMC Diversified304.84K0.19%-2.64K
Advisors Capital Income w/Growth303.83K0.19%16.72K
Advisors Capital Model Inc w/ Gro286.28K0.18%24.62K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ259.77K0.16%259.77K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 26, 2024Bluestein Scott Chief Executive OfficerSell$1.96M
Aug 06, 2024Theodosopoulos Nikos-Buy$29.00K
Aug 06, 2024Randhawa Paramjeet K-Buy$52.38K
Aug 06, 2024Loo Wade-Buy$104.68K
Aug 06, 2024CROWELL GAYLE A-Buy$104.59K

Insider Transactions Trends


DateBuySell
2024 Q361
2024 Q212
2024 Q1--
2023 Q4--
2023 Q3--

HTGC Ownership FAQ


Who Owns Hercules Capital?

Hercules Capital shareholders are primarily institutional investors at 20.28%, followed by 1.82% insiders and 77.90% retail investors. The average institutional ownership in Hercules Capital's industry, Asset Management Stocks, is 39.76%, which Hercules Capital falls below.

Who owns the most shares of Hercules Capital?

Hercules Capital’s largest shareholders are Van eck associates (2.82M shares, 1.79%), Sound income strategies (2.69M shares, 1.71%), and Legal & general group (1.25M shares, 0.80%). Together, they hold 4.30% of Hercules Capital’s total shares outstanding.

Does Blackrock own Hercules Capital?

BlackRock is not among the top 10 institutional shareholders of Hercules Capital.

Who is Hercules Capital’s biggest shareholder by percentage of total assets invested?

Melia wealth is Hercules Capital’s biggest shareholder by percentage of total assets invested, with 8.17% of its assets in 732.06K Hercules Capital shares, valued at 14.97M$.

Who is the top mutual fund holder of Hercules Capital shares?

VanEck BDC Income ETF is the top mutual fund holder of Hercules Capital shares, with 1.80% of its total shares outstanding invested in 2.92M Hercules Capital shares.

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