MORGAN STANLEY

Position in HTGC — Hercules Capital, Inc.

CIK 895421 NEW YORK, NY

Back to HTGC Full portfolio

Position in HTGC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$28,582,870

+$9,904,496 QoQ

Shares Held

1,812,484

+43.3% QoQ

Ownership

0.968%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 333 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Common Shares in HTGC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. HTGC ranks #144 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	34,842,332	$4,099,897,196
2	BLK	BlackRock, Inc.	3,487,404	$3,353,348,182
3	APO	Apollo Global Management, Inc.	8,937,664	$1,057,415,020
4	KKR	KKR & Co. Inc.	9,004,913	$826,470,907
5	STT	State Street Corp	4,731,988	$802,545,157
6	AMP	Ameriprise Financial Inc	1,743,842	$800,004,946
7	BN	BROOKFIELD Corp /ON/	13,738,306	$585,114,445
8	AMG	Affiliated Managers Group, Inc.	1,487,219	$503,274,901

All Filings in HTGC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,582,870	1,812,484	+43.3%	Shares	Defined	2026-08-13
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.