Hercules Capital, Inc. (HCXY) — Institutional Holders, Q2 2026 (page 2)
334 institutional investment managers reported a HCXY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $830.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HCXY 13F holders ranked 101–200 of 334
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Cordoba Advisory Partners#101 · 70,950 sh | 70,950 | $1.1M | — | +20.7% |
| 102 | Steward Partners Investment Advisory#102 · 69,304 sh | 69,304 | $1.1M | <0.01% | -15.5% |
| 103 | DELPHI MANAGEMENT#103 · 68,080 sh | 68,080 | $1.1M | 1.05% | +1.6% |
| 104 | Beacon Pointe Advisors#104 · 66,395 sh | 66,395 | $1.0M | <0.01% | -0.2% |
| 105 | TRED AVON FAMILY WEALTH#105 · 65,337 sh | 65,337 | $1.0M | — | +2.6% |
| 106 | MILLENNIUM MANAGEMENT#106 · 64,189 sh | 64,189 | $1.0M | <0.01% | -93.5% |
| 107 | Abundance Wealth Counselors#107 · 63,780 sh | 63,780 | $1.0M | — | +2.6% |
| 108 | Brevan Howard Capital Management#108 · 62,901 sh | 62,901 | $991.9K | <0.01% | -48.5% |
| 109 | Kovack Advisors#109 · 60,238 sh | 60,238 | $950.1K | 0.05% | +10.0% |
| 110 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#110 · 60,100 sh | 60,100 | $947.8K | 0.06% | -51.8% |
| 111 | Global Retirement Partners#111 · 59,991 sh | 59,991 | $946.1K | 0.01% | — |
| 112 | HighTower Advisors#112 · 59,728 sh | 59,728 | $941.9K | <0.01% | -6.3% |
| 113 | SMH CAPITAL ADVISORS#113 · 59,466 sh | 59,466 | $937.8K | 3.68% | +9696.7% |
| 114 | Mariner#114 · 58,422 sh | 58,422 | $921.3K | <0.01% | +8.2% |
| 115 | J.W. COLE ADVISORS#115 · 57,858 sh | 57,858 | $912.4K | 0.02% | New |
| 116 | Essex Financial Services#116 · 56,448 sh | 56,448 | $890.2K | 0.04% | +1.9% |
| 117 | XTX Topco Ltd#117 · 55,666 sh | 55,666 | $877.9K | 0.01% | -48.4% |
| 118 | IMC-Chicago#118 · 51,011 sh | 51,011 | $804.4K | <0.01% | -20.0% |
| 119 | Sigma Planning#119 · 50,369 sh | 50,369 | $794.3K | — | -3.3% |
| 120 | CAPSTONE INVESTMENT ADVISORS#120 · 49,417 sh | 49,417 | $779.3K | <0.01% | New |
| 121 | Closed-End Fund Advisors#121 · 49,193 sh | 49,193 | $775.8K | 0.76% | +64.8% |
| 122 | MCDONALD PARTNERS#122 · 48,000 sh | 48,000 | $757.0K | 0.18% | 0.0% |
| 123 | MANGROVE PARTNERS IM#123 · 47,148 sh | 47,148 | $743.5K | 0.05% | New |
| 124 | CMH Wealth Management#124 · 46,270 sh | 46,270 | $729.7K | — | -28.9% |
| 125 | Commerce Advisors#125 · 45,754 sh | 45,754 | $721.5K | — | +1.4% |
| 126 | J.M. Arbour#126 · 45,604 sh | 45,604 | $719.2K | 0.62% | +35.6% |
| 127 | Mirador Capital Partners#127 · 44,414 sh | 44,414 | $700.4K | — | -0.6% |
| 128 | Accel Wealth Management#128 · 43,516 sh | 43,516 | $686.2K | — | +9.5% |
| 129 | GROUP ONE TRADING, L.P.#129 · 43,135 sh | 43,135 | $680.2K | <0.01% | -57.7% |
| 130 | Palogic Value Management, L.P.#130 · 43,058 sh | 43,058 | $679.0K | 0.22% | +23.8% |
| 131 | KELLEHER FINANCIAL ADVISORS#131 · 42,824 sh | 42,824 | $675.3K | 0.10% | +110.1% |
| 132 | Squarepoint Ops#132 · 42,476 sh | 42,476 | $669.8K | <0.01% | +195.9% |
| 133 | Atom Investors#133 · 41,230 sh | 41,230 | $650.2K | 0.06% | +65.7% |
| 134 | GUGGENHEIM CAPITAL#134 · 40,877 sh | 40,877 | $644.6K | <0.01% | +10.1% |
| 135 | Catalyst Capital Advisors#135 · 40,565 sh | 40,565 | $639.7K | 0.01% | 0.0% |
| 136 | Engineers Gate Manager#136 · 38,413 sh | 38,413 | $605.8K | <0.01% | -90.2% |
| 137 | Access Investment Management#137 · 38,200 sh | 38,200 | $602.4K | — | 0.0% |
| 138 | QUADRANT CAPITAL GROUP#138 · 38,122 sh | 38,122 | $601.2K | — | +454.9% |
| 139 | Dakota Wealth Management#139 · 37,965 sh | 37,965 | $598.7K | 0.01% | +0.7% |
| 140 | Arkadios Wealth Advisors#140 · 37,871 sh | 37,871 | $597.2K | <0.01% | -41.5% |
| 141 | Farther Finance Advisors#141 · 37,745 sh | 37,745 | $595.2K | — | +107.8% |
| 142 | Foundations Investment Advisors#142 · 37,451 sh | 37,451 | $590.6K | <0.01% | -22.8% |
| 143 | EAGLE GLOBAL ADVISORS#143 · 37,370 sh | 37,370 | $589.3K | 0.02% | -8.0% |
| 144 | MML INVESTORS SERVICES#144 · 37,265 sh | 37,265 | $587.7K | <0.01% | +56.9% |
| 145 | US BANCORP \DE\#145 · 37,146 sh | 37,146 | $585.8K | <0.01% | -0.1% |
| 146 | Haven Private#146 · 35,485 sh | 35,485 | $559.6K | 0.21% | -1.7% |
| 147 | SIT INVESTMENT ASSOCIATES#147 · 35,000 sh | 35,000 | $552.0K | 0.01% | 0.0% |
| 148 | Hennion & Walsh Asset Management#148 · 33,729 sh | 33,729 | $531.9K | — | +161.3% |
| 149 | Focus Partners Wealth#149 · 33,189 sh | 33,189 | $523.4K | <0.01% | -23.4% |
| 150 | ProShare Advisors#150 · 32,250 sh | 32,250 | $508.6K | <0.01% | +2.4% |
| 151 | Americana Partners#151 · 32,250 sh | 32,250 | $508.6K | 0.01% | 0.0% |
| 152 | North Star Investment Management#152 · 31,652 sh | 31,652 | $499.1K | 0.03% | -35.5% |
| 153 | Monument Capital Management#153 · 30,442 sh | 30,442 | $480.1K | — | -1.4% |
| 154 | CANTOR FITZGERALD, L. P.#154 · 30,045 sh | 30,045 | $473.8K | <0.01% | +66.9% |
| 155 | Jump Financial#155 · 29,586 sh | 29,586 | $466.6K | <0.01% | -84.9% |
| 156 | Penbrook Management#156 · 29,387 sh | 29,387 | $463.4K | — | +95.1% |
| 157 | First National Bank of Mount Dora, Investment Services#157 · 29,246 sh | 29,246 | $461.2K | — | 0.0% |
| 158 | FOX RUN MANAGEMENT, L.L.C.#158 · 29,099 sh | 29,099 | $458.9K | 0.08% | -9.0% |
| 159 | OPPENHEIMER#159 · 29,075 sh | 29,075 | $458.5K | — | +0.7% |
| 160 | TRUIST FINANCIAL#160 · 28,260 sh | 28,260 | $445.7K | <0.01% | -3.3% |
| 161 | MACKENZIE FINANCIAL#161 · 28,125 sh | 28,125 | $443.5K | <0.01% | +41.2% |
| 162 | Balboa Wealth Partners#162 · 27,977 sh | 27,977 | $441.2K | — | -1.8% |
| 163 | Future Financial Wealth Managment#163 · 28,175 sh | 28,175 | $440.7K | — | 0.0% |
| 164 | TWO SIGMA SECURITIES#164 · 27,681 sh | 27,681 | $436.5K | 0.04% | New |
| 165 | Wealth Architects#165 · 27,460 sh | 27,460 | $433.1K | 0.03% | +155.8% |
| 166 | Pasadena Private Wealth#166 · 26,802 sh | 26,802 | $422.7K | 0.05% | +22.9% |
| 167 | Golden State Wealth Management#167 · 26,713 sh | 26,713 | $421.3K | 0.04% | -51.6% |
| 168 | BigSur Wealth Management#168 · 26,500 sh | 26,500 | $417.9K | — | -10.2% |
| 169 | Quantinno Capital Management#169 · 26,124 sh | 26,124 | $412.0K | <0.01% | New |
| 170 | RMR Wealth Builders#170 · 26,068 sh | 26,068 | $411.1K | — | +33.3% |
| 171 | Investment Research Partners#171 · 25,777 sh | 25,777 | $406.5K | — | +7.0% |
| 172 | Virtus Investment Advisers#172 · 25,577 sh | 25,577 | $403.3K | 0.09% | -26.2% |
| 173 | Stratos Wealth Partners, LTD.#173 · 25,410 sh | 25,410 | $400.7K | <0.01% | +20.3% |
| 174 | Left Brain Wealth Management#174 · 25,358 sh | 25,358 | $399.9K | 0.12% | +148.6% |
| 175 | Founders Financial Alliance#175 · 24,503 sh | 24,503 | $386.4K | 0.05% | +13.6% |
| 176 | Summit Global Investments#176 · 24,200 sh | 24,200 | $382.0K | 0.02% | 0.0% |
| 177 | Core Wealth Partners#177 · 24,153 sh | 24,153 | $380.9K | 0.16% | 0.0% |
| 178 | ADIRONDACK#178 · 24,000 sh | 24,000 | $378.5K | — | 0.0% |
| 179 | PRICE T ROWE ASSOCIATES#179 · 23,872 sh | 23,872 | $377.0K | 0.00% | -1.8% |
| 180 | Diversify Advisory Services#180 · 23,858 sh | 23,858 | $376.7K | — | +14.1% |
| 181 | DIVERSIFY WEALTH MANAGEMENT#181 · 23,858 sh | 23,858 | $376.7K | — | +13.4% |
| 182 | 1620 INVESTMENT ADVISORS#182 · 23,628 sh | 23,628 | $372.6K | 0.23% | -23.8% |
| 183 | Accredited Investors#183 · 23,000 sh | 23,000 | $362.7K | 0.02% | 0.0% |
| 184 | IFC Advisors#184 · 22,554 sh | 22,554 | $355.7K | 0.05% | -0.7% |
| 185 | Empowered Funds#185 · 22,182 sh | 22,182 | $349.8K | <0.01% | -44.0% |
| 186 | CAPTRUST FINANCIAL ADVISORS#186 · 21,948 sh | 21,948 | $346.1K | <0.01% | -21.6% |
| 187 | VOLORIDGE INVESTMENT MANAGEMENT#187 · 21,881 sh | 21,881 | $345.1K | <0.01% | -92.7% |
| 188 | EVERGREEN CAPITAL MANAGEMENT#188 · 21,484 sh | 21,484 | $338.8K | — | -15.8% |
| 189 | Madison Park Capital Advisors#189 · 15,056 sh | 15,056 | $336.7K | 0.24% | -24.7% |
| 190 | Principle Wealth Partners#190 · 20,945 sh | 20,945 | $330.3K | 0.02% | -5.8% |
| 191 | Inspire Advisors#191 · 20,562 sh | 20,562 | $324.8K | 0.02% | +27.5% |
| 192 | Concurrent Investment Advisors#192 · 20,192 sh | 20,192 | $318.4K | — | -15.3% |
| 193 | Pathstone#193 · 18,993 sh | 18,993 | $299.5K | <0.01% | 0.0% |
| 194 | Intrua Financial#194 · 18,674 sh | 18,674 | $294.5K | 0.03% | +27.9% |
| 195 | Corient Private Wealth#195 · 18,320 sh | 18,320 | $288.9K | <0.01% | -55.0% |
| 196 | Integrated Wealth Concepts#196 · 17,150 sh | 17,150 | $270.5K | <0.01% | +6.8% |
| 197 | LEUCADIA NATIONAL#197 · 16,884 sh | 16,884 | $266.3K | <0.01% | -81.7% |
| 198 | Mission Hills Financial Advisory#198 · 16,149 sh | 16,149 | $254.7K | 0.11% | New |
| 199 | HB Wealth Management#199 · 15,602 sh | 15,602 | $246.1K | — | +1.8% |
| 200 | VAQUERO PRIVATE WEALTH, LTD#200 · 15,493 sh | 15,493 | $244.3K | 0.05% | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.