Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Hercules Capital HTGC Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2M Buy
1,027,434
+2,097
+0.2% +$32.6K 0.01% 633
2026
Q1 		$15.1M Buy
1,025,337
+6,578
+0.6% +$107K 0.01% 644
2025
Q4 		$19.2M Buy
1,018,759
+133,813
+15% +$2.41M 0.01% 640
2025
Q3 		$16.7M Buy
884,946
+263,222
+42% +$5.04M 0.01% 652
2025
Q2 		$11.4M Buy
621,724
+122,025
+24% +$2.16M 0.01% 666
2025
Q1 		$9.6M Buy
499,699
+56,932
+13% +$1.15M 0.01% 695
2024
Q4 		$8.9M Buy
442,767
+41,634
+10% +$812K 0.01% 714
2024
Q3 		$7.88M Buy
401,133
+36,886
+10% +$727K 0.01% 729
2024
Q2 		$7.45M Sell
364,247
-6,936
-2% -$133K 0.01% 727
2024
Q1 		$6.85M Buy
371,183
+120
+0% +$2.13K ﹤0.01% 798
2023
Q4 		$6.19M Buy
371,063
+12,222
+3% +$193K ﹤0.01% 804
2023
Q3 		$5.89M Sell
358,841
-5,719
-2% -$93.6K ﹤0.01% 823
2023
Q2 		$5.4M Sell
364,560
-15,779
-4% -$216K ﹤0.01% 826
2023
Q1 		$4.9M Hold
380,339
– – ﹤0.01% 836
2022
Q4 		$5.03M Sell
380,339
-3,494
-0.9% -$47.5K ﹤0.01% 843
2022
Q3 		$4.45M Sell
383,833
-55,482
-13% -$792K ﹤0.01% 857
2022
Q2 		$5.93M Sell
439,315
-31,659
-7% -$495K ﹤0.01% 849
2022
Q1 		$8.51M Sell
470,974
-27,885
-6% -$490K 0.01% 805
2021
Q4 		$8.28M Hold
498,859
– – 0.01% 787
2021
Q3 		$8.29M Sell
498,859
-119,363
-19% -$2.03M 0.01% 794
2021
Q2 		$10.5M Sell
618,222
-127,485
-17% -$2.18M 0.01% 784
2021
Q1 		$12M Sell
745,707
-295,693
-28% -$4.59M 0.01% 765
2020
Q4 		$15M Sell
1,041,400
-102,154
-9% -$1.3M 0.01% 739
2020
Q3 		$13.2M Buy
1,143,554
+39,404
+4% +$438K 0.01% 733
2020
Q2 		$11.6M Buy
1,104,150
+155,833
+16% +$1.58M 0.01% 734
2020
Q1 		$7.25M Buy
+948,317
New +$12.4M 0.01% 750

Other funds holding HTGC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sumitomo Mitsui Trust Group's HTGC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Hercules Capital (HTGC) stake by 0.2% in Q2 2026, buying an estimated $32.6K and bringing the position to 1,027,434 shares worth $16.2M. The position accounts for 0.01% of the portfolio, ranked #633.

Sumitomo Mitsui Trust Group first reported a position in HTGC in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.2M in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,027,434 shares of Hercules Capital worth $16.2M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 2,097 Hercules Capital shares in Q2 2026, an estimated $32.6K.
  • Hercules Capital made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #633 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Hercules Capital in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Hercules Capital position peaked at $19.2M in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.