309 tracked 13F filers disclose a position in HTGC as of the latest SEC 13F filings, a combined $684.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $57.8M | 3.7M | ▲+8.4% Added · +285K sh | Q2 2026 | |
| 2 | VAN ECK ASSOCIATES CORP | Withheld | 3.2M | ▼−8.5% Reduced · −294K sh | Q1 2026 | |
| 3 | Pandowealth. LLC | $0 | 2.5M | —Held | Q3 2026 | |
| 4 | UBS Group AG | $36.8M | 2.5M | ▲+49% Added · +822K sh | Q1 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $34.3M | 2.3M | ▲+44% Added · +708K sh | Q1 2026 | |
| 6 | Qube Research & Technologies Ltd | $33.0M | 2.2M | ▲+46% Added · +709K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $26.5M | 1.8M | ▼−1.5% Reduced · −28K sh | Q1 2026 | |
| 8 | D. E. Shaw & Co., Inc. | $22.9M | 1.5M | ▲+88% Added · +723K sh | Q1 2026 | |
| 9 | Legal & General Group Plc | $22.1M | 1.5M | ▲+8.4% Added · +117K sh | Q1 2026 | |
| 10 | Muzinich & Co., Inc. | $21.4M | 1.4M | ▲+0.5% Added · +7K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $18.7M | 1.3M | ▲+14% Added · +150K sh | Q1 2026 | |
| 12 | FRANKLIN RESOURCES INC | $16.8M | 1.1M | ▲+16% Added · +160K sh | Q1 2026 | |
| 13 | Sumitomo Mitsui Trust Group, Inc. | $15.1M | 1.0M | ▲+0.6% Added · +7K sh | Q1 2026 | |
| 14 | TECTONIC ADVISORS LLC | $15.9M | 1.0M | ▲+13% Added · +113K sh | Q2 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $14.6M | 985K | ▼−29% Reduced · −407K sh | Q1 2026 | |
| 16 | Advisors Capital Management, LLC | $14.5M | 920K | ▲+7.4% Added · +63K sh | Q2 2026 | |
| 17 | JPMORGAN CHASE & CO | $12.5M | 879K | ▲+174% Added · +558K sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $12.6M | 855K | ▼−36% Reduced · −478K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $12.0M | 815K | ▲+73% Added · +343K sh | Q1 2026 | |
| 20 | ARES MANAGEMENT LLC | $11.5M | 777K | ▲+285% Added · +575K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $11.1M | 749K | ▲+1.2% Added · +9K sh | Q1 2026 | |
| 22 | Gilman Hill Asset Management, LLC | $10.2M | 647K | ▲+4.7% Added · +29K sh | Q2 2026 | |
| 23 | Melia Wealth LLC | $8.7M | 554K | ▼−31% Reduced · −246K sh | Q2 2026 | |
| 24 | STIFEL FINANCIAL CORP | $7.4M | 502K | ▼−17% Reduced · −105K sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $7.3M | 496K | ▼−23% Reduced · −147K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in HTGC and 31 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 167 funds | $112.9B |
| NVIDIA CORPNVDA | 165 funds | $159.6B |
| AMAZON.COM INCAMZN | 162 funds | $77.0B |
| APPLE INCAAPL | 161 funds | $125.4B |
| ALPHABET INC-CL AGOOGL | 161 funds | $67.3B |
| META PLATFORMS INC-CLASS AMETA | 160 funds | $45.2B |
| COSTCO WHOLESALE CORPCOST | 159 funds | $13.9B |
| ELI LILLY & COLLY | 158 funds | $32.5B |
| BROADCOM INCAVGO | 157 funds | $64.0B |
| ALPHABET INC-CL CGOOG | 154 funds | $48.3B |
| JPMORGAN CHASE & COJPM | 154 funds | $29.1B |
| CHEVRON CORPCVX | 154 funds | $13.4B |
Ranked by how many of HTGC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 26, 2026 | BADAVAS ROBERT P | Director | Buy (P) | 4K | $52K |
| Mar 26, 2026 | CROWELL GAYLE A | Director | Buy (P) | 7K | $105K |
| Mar 26, 2026 | Randhawa Paramjeet K | Director | Buy (P) | 3K | $42K |
| Mar 26, 2026 | Fallon Thomas J | Director | Buy (P) | 7K | $104K |
| Mar 26, 2026 | Theodosopoulos Nikos | Director | Buy (P) | 7K | $105K |
| Mar 26, 2026 | Loo Wade | Director | Buy (P) | 7K | $105K |
| Mar 26, 2026 | Aguirre DeAnne | Director | Buy (P) | 7K | $105K |
| Mar 4, 2026 | Randhawa Paramjeet K | Director | Buy (P) | 3K | $45K |
| Mar 4, 2026 | Follmann Christian | Chief Operating Officer | Buy (P) | 5K | $73K |
| Feb 27, 2026 | BADAVAS ROBERT P | Director | Buy (P) | 5K | $71K |
| Feb 27, 2026 | Fallon Thomas J | Director | Buy (P) | 20K | $284K |
| Feb 27, 2026 | Bluestein Scott | Chief Executive Officer | Buy (P) | 7K | $100K |
Connected entities for HTGC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HTGC/capital-change-brief"
Use Arkolith's capital_change_brief for HTGC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HTGC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.