MORGAN STANLEY

Position in HTGC — Hercules Capital, Inc.

CIK 895421 NEW YORK, NY

Back to HTGC Full portfolio

Position in HTGC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$18,678,374

-$2,290,357 QoQ

Shares Held

1,264,616

+13.5% QoQ

Ownership

0.676%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 45.32316529286361.ToString("F0")% Shared 0.ToString("F0")% None 54.67683470713639.ToString("F0")%

Common Shares in HTGC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. HTGC ranks #171 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	32,494,438	$3,736,535,415
2	BLK	BlackRock, Inc.	3,437,546	$3,305,922,353
3	APO	Apollo Global Management, Inc.	8,829,846	$983,821,436
4	AMP	Ameriprise Financial Inc	2,009,741	$893,128,894
5	KKR	KKR & Co. Inc.	8,473,653	$783,812,898
6	STT	State Street Corp	4,953,857	$626,960,134
7	CG	Carlyle Group Inc.	10,172,445	$492,244,607
8	AMG	Affiliated Managers Group, Inc.	1,732,512	$479,386,064

All Filings in HTGC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,678,374	1,264,616	+13.5%	Shares	Defined	2026-05-15
2025-12-31	$20,968,731	1,114,173	-5.1%	Shares	Defined	2026-05-27
2025-09-30	$22,193,264	1,173,626	-17.9%	Shares	Defined	2026-05-27
2025-06-30	$26,132,811	1,429,585	-9.2%	Shares	Defined	2025-08-15
2025-03-31	$30,246,122	1,574,499	+23.0%	Shares	Defined	2025-05-15
2024-12-31	$25,708,829	1,279,683	+1.8%	Shares	Defined	2025-05-15
2024-09-30	$24,686,810	1,256,966	+6.5%	Shares	Defined	2025-05-14
2024-06-30	$24,137,357	1,180,311	+3.4%	Shares	Defined	2025-05-14
2024-03-31	$21,053,513	1,141,112	+11.4%	Shares	Defined	2024-10-17
2023-12-31	$17,068,044	1,023,878	-5.7%	Shares	Defined	2024-08-16
2023-09-30	$17,827,158	1,085,698	+0.4%	Shares	Defined	2023-11-15
2023-06-30	$15,999,730	1,081,063	-12.4%	Shares	Defined	2023-08-14
2023-03-31	$15,904,621	1,233,873	+8.5%	Shares	Defined	2023-05-15
2022-12-31	$15,030,001	1,136,914	+3.0%	Shares	Defined	2023-02-14
2022-09-30	$12,785,278	1,104,083	-17.5%	Shares	Defined	2022-11-14
2022-06-30	$18,063,256	1,339,011	+43.9%	Shares	Defined	2022-10-27
2022-03-31	$16,811,659	930,363	+1.9%	Shares	Defined	2022-10-27
2021-12-31	$15,141,493	912,688	+3.9%	Shares	Defined	2022-02-14
2021-09-30	$14,588,080	878,271	-10.0%	Shares	Defined	2021-11-15
2021-06-30	$16,642,199	975,510	+14.8%	Shares	Defined	2021-08-23
2021-03-31	$13,618,541	849,566	+5.2%	Shares	Defined	2021-05-17
2020-12-31	$11,645,720	807,609	+8.0%	Shares	Defined	2021-02-16
2020-09-30	$8,649,094	747,545	+17.0%	Shares	Defined	2020-11-13
2020-06-30	$6,687,733	638,752	-2.7%	Shares	Defined	2020-08-14
2020-03-31	$5,015,590	656,491	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.