Hurco Companies HURC Institutional Ownership

NASDAQ HURC

$21.62 -0.46 (-2.08%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

59 Institutions

Increased 29 49.2%

Unchanged 13 22.0%

Reduced 17 28.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

67.46%

▼-0.83 pp QoQ

Shares Held by Institutions

4.37Mn

of 6.47Mn outstanding

▼-0.19% QoQ

Shares Outstanding

6.47Mn

2.11Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

-8.24K

distributed since last quarter

Value of Holdings

$94.41Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Hurco Companies Inc (NASDAQ:HURC) is held by 59 institutional investors per 13F filings through June 2026.

These investors held 67.5% of outstanding shares in June 2026, down from 68.3% in March 2026.
They decreased total shares held in Hurco Companies by -0.19% from last quarter, and the number of investors in HURC increased 37.21% annually.
During the quarter, 29 of these 59 funds increased positions in HURC, 17 reduced exposure, and 13 held steady.
Altogether, these fund groups held 4.37Mn shares in HURC by June 2026, down by 8.24K shares quarter on quarter, and up 122.14K shares year over year.
Oppenheimer & Close, LLC holds the largest position in HURC at 460.21K shares as of June 30, 2026, or 7.11% of shares outstanding.
Top purchasers of HURC stock for the quarter ending June 2026 included Marquette Asset Management, LLC (36.45K), Ameriprise Financial Inc (34.2K), First Eagle Investment Management, LLC (30.0K), MARSHALL WACE, LLP (28.3K), JANE STREET GROUP, LLC (27.89K).
The largest sellers of Hurco Companies for the quarter ending June 2026 were BRANDES INVESTMENT PARTNERS, LP (173.89K), DIMENSIONAL FUND ADVISORS LP (30.52K), UBS Group AG (27.04K), Invenomic Capital Management LP (25.76K), Royal Bank Of Canada (14.34K).
Per Business Quant data, the top 10 holders of Hurco Companies for the quarter ending June 2026 are Oppenheimer & Close, LLC (460.21K), BRANDES INVESTMENT PARTNERS, LP (417.52K), Brooklands Fund Management Ltd (354.07K), DIMENSIONAL FUND ADVISORS LP (316.21K), Ameriprise Financial Inc (305.23K), Peapod Lane Capital LLC (264.79K), VANGUARD CAPITAL MANAGEMENT LLC (259.92K), Meros Investment Management, LP (211.32K), IFP Advisors, Inc (200.07K), Pacific Ridge Capital Partners, LLC (169.75K).

Form 13F Holdings

59 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.37Mn

Of outstanding 67.46%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Oppenheimer & Close, LLC	0001591377	460,214	7.11%	▲3,034	+0.66%	$10.54Mn
2	BRANDES INVESTMENT PARTNERS, LP	0001015079	417,517	6.45%	▼173,889	-29.40%	$9.56Mn
3	Brooklands Fund Management Ltd	0002036388	354,068	5.47%	0	0.00%	$7.82Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	316,214	4.89%	▼30,524	-8.80%	$7.24Mn
5	Ameriprise Financial Inc	0000820027	305,234	4.72%	▲34,200	+12.62%	$6.99Mn
6	Peapod Lane Capital LLC	0002050979	264,792	4.09%	▲19,924	+8.14%	$6.06Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	259,917	4.02%	▲4,797	+1.88%	$5.95Mn
8	Meros Investment Management, LP	0001911372	211,318	3.26%	▼221	-0.10%	$4.84Mn
9	IFP Advisors, Inc	0001641866	200,068	3.09%	0	0.00%	$4.58Mn
10	Pacific Ridge Capital Partners, LLC	0001591546	169,747	2.62%	▼1,314	-0.77%	$3.89Mn
11	BlackRock, Inc.	0002012383	158,050	2.44%	▼2,620	-1.63%	$3.62Mn
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	120,900	1.87%	0	0.00%	$2.77Mn
13	Federated Hermes, Inc.	0001056288	96,341	1.49%	▲4,893	+5.35%	$2.21Mn
14	Invenomic Capital Management LP	0001769456	90,967	1.41%	▼25,761	-22.07%	$2.08Mn
15	GEORGE KAISER FAMILY FOUNDATION	0001265376	80,644	1.25%	0	0.00%	$1.85Mn
16	MARSHALL WACE, LLP	0001318757	78,940	1.22%	▲28,296	+55.87%	$1.81Mn
17	Diamond Hill Capital Management, LLC (Investment Advisor)	0001217541	74,349	1.15%	▲5,370	+7.78%	$1.70Mn
18	GEODE CAPITAL MANAGEMENT, LLC	0001214717	66,468	1.03%	▲3,888	+6.21%	$1.52Mn
19	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	52,268	0.81%	▲1,939	+3.85%	$1.20Mn
20	ACADIAN ASSET MANAGEMENT LLC	0000916542	50,167	0.78%	▲15,179	+43.38%	$1.14K

Showing 1 to 20 of 59 holders