HTGC (Hercules Capital) Institutional Ownership: 27.14% (As of Jun. 27, 2026)


HTGC Hercules Capital Inc HTGC
60 GF Score
Price $15.58
GF Value $18.45
Valuation Modestly Undervalued
! 5 Warning Signs
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What is Hercules Capital Institutional Ownership?

Hercules Capital HTGC +2.23% 60 Institutional Ownership is 27.14% as of Jun. 27, 2026. GuruFocus rates HTGC with a GF Score™ of 60/100 and a GF Value™ of $18.45 (Modestly Undervalued). The stock has 5 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Hercules Capital's institutional ownership is 27.14%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Hercules Capital's Insider Ownership is 3.32%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Hercules Capital's Float Percentage Of Total Shares Outstanding is 98.02%.

Hercules Capital Institutional Ownership Historical Data

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The historical data trend for Hercules Capital's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Hercules Capital Institutional Ownership Chart

Hercules Capital Historical Data

The historical data trend for Hercules Capital can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31
Institutional Ownership 6.36 6.68 6.70 6.68 6.60 6.36 6.19 6.05 6.29 6.30
HTGC
60GF Score
Hercules Capital Inc HTGC
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Hercules Capital Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 27.14% mean?
Hercules Capital (HTGC) has a Institutional Ownership of 27.14% as of Jun. 27, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Hercules Capital and its competitors.
Is Hercules Capital's Institutional Ownership too high?
Hercules Capital's current Institutional Ownership is 27.14%. Overall, Hercules Capital has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Hercules Capital's Institutional Ownership compare to WT and EXG?
Hercules Capital's Institutional Ownership of 27.14% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Hercules Capital and its competitors. Hercules Capital's current Institutional Ownership is 27.14%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hercules Capital stock overvalued right now?
Based on GuruFocus' analysis, Hercules Capital (HTGC) is currently considered Modestly Undervalued. The stock's GF Value™ is $18.45, compared to a current price of $15.58 — trading 15.6% below its estimated fair value. The current Institutional Ownership is 27.14%. Hercules Capital's overall GF Score™ is 60/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Hercules Capital (HTGC), the current Institutional Ownership is 27.14% as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Hercules Capital (HTGC) Overvalued in 2026?

Based on GuruFocus' analysis, Hercules Capital stock appears to be undervalued. The current stock price of $15.58 is trading 15.6% below its estimated GF Value™ of $18.45. GuruFocus considers Hercules Capital to be Modestly Undervalued.

Key valuation signals for HTGC:

  • Institutional Ownership: 27.14%
  • GF Value™: $18.45 vs. price of $15.58 (15.6% below fair value)
  • GF Score™: 60/100 with 5 warning signs

No single metric tells the full story. See the HTGC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Hercules Capital Business Description

Other Exchanges 0J4M:UK19H:Germany
Address 1 North B Street, Suite 2000, San Mateo, CA, USA, 94401
Hercules Capital Inc is a specialty finance company focused on providing senior secured loans to high-growth, venture capital-backed, and institutional-backed companies in a variety of technology and life sciences industries. The company's primary business objectives are to increase its net income, net investment income, and net asset value (NAV) through its investments mainly in structured debt or senior secured debt instruments of venture capital-backed and institutional-backed companies across a variety of technology-related industries at attractive yields. It finances companies belonging to computer software and hardware, networking systems, semiconductors, medical devices, bio-pharmaceutical, and other related sectors.
60GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$15.58
Price
$18.45
GF Value