Hurco Companies, Inc. - Common Stock, no par value (HURC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, no par value
Symbol
HURC on Nasdaq
Shares outstanding
6,418,480
Price per share
$15.45
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,100,133
Total reported value
$47,894,277
% of total 13F portfolios
0%
Share change
+204,080
Value change
+$3,149,211
Number of holders
36
Price from insider filings
$15.45
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Hurco Companies, Inc. - Common Stock, no par value (HURC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BRANDES INVESTMENT PARTNERS, LP 7.7% $8,603,273 494,441 BRANDES INVESTMENT PARTNERS, LP 30 Sep 2025
Oppenheimer & Close, LLC 6.7% +8.8% $6,654,006 +$535,991 430,680 +8.8% Carl K. Oppenheimer 31 Dec 2025
Acuitas Investments, LLC 6.1% $6,764,126 423,287 Acuitas Investments, LLC 30 Sep 2024
DIMENSIONAL FUND ADVISORS LP 6.1% $6,920,067 397,705 Dimensional Fund Advisors LP 30 Sep 2025
Polar Asset Management Partners Inc. 4.4% -56% $4,889,156 -$5,789,311 280,986 -54% Polar Asset Management Partners Inc. 30 Sep 2025
BANK OF MONTREAL /CAN/ 0.67% -92% $748,879 -$6,249,210 43,039 -89% BANK OF MONTREAL 30 Sep 2025

As of 31 Dec 2025, 36 institutional investors reported holding 3,100,133 shares of Hurco Companies, Inc. - Common Stock, no par value (HURC). This represents 48% of the company’s total 6,418,480 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Hurco Companies, Inc. - Common Stock, no par value (HURC) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BRANDES INVESTMENT PARTNERS, LP 7.9% 505,717 +2.3% 0.06% $7,813,328
Oppenheimer & Close, LLC 6.7% 427,510 +8.8% 4.5% $6,605,030
DIMENSIONAL FUND ADVISORS LP 6% 382,799 -3.7% 0% $5,914,330
VANGUARD GROUP INC 4.5% 286,477 -1.2% 0% $4,426,070
Peapod Lane Capital LLC 3.1% 200,121 -11% 2.6% $3,091,869
IFP Advisors, Inc 3% 191,204 -12% 0.07% $2,954,102
Pacific Ridge Capital Partners, LLC 2.6% 165,503 -5.7% 0.56% $2,557,021
BlackRock, Inc. 2.5% 159,412 +8% 0% $2,462,917
RENAISSANCE TECHNOLOGIES LLC 1.8% 114,800 +32% 0% $1,773,660
FEDERATED HERMES, INC. 1.3% 84,133 +6.6% 0% $1,299,855
MARSHALL WACE, LLP 1.2% 75,246 +180% 0% $1,162,552
George Kaiser Family Foundation 1.1% 70,968 +58% 0.15% $1,096,456
DIAMOND HILL CAPITAL MANAGEMENT INC 1.1% 70,321 +23% 0.01% $1,086,459
GEODE CAPITAL MANAGEMENT, LLC 1% 64,325 -3.9% 0% $994,079
ACADIAN ASSET MANAGEMENT LLC 0.46% 29,580 +412% 0% $454,000
JACOBS LEVY EQUITY MANAGEMENT, INC 0.42% 26,772 0% $413,627
Bank of New York Mellon Corp 0.38% 24,262 -19% 0% $374,854
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.37% 23,694 +18% 0% $366,072
GSA CAPITAL PARTNERS LLP 0.36% 23,179 +36% 0.03% $358,000
STATE STREET CORP 0.35% 22,586 0% 0% $348,954
GOLDMAN SACHS GROUP INC 0.34% 21,928 +25% 0% $338,788
Empowered Funds, LLC 0.32% 20,710 +11% 0% $319,970
BARCLAYS PLC 0.3% 19,281 +1.7% 0% $297,892
Hillsdale Investment Management Inc. 0.29% 18,500 0% 0.01% $285,825
Assenagon Asset Management S.A. 0.27% 17,368 0% $268,336

Institutional Holders of Hurco Companies, Inc. - Common Stock, no par value (HURC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,100,133 $47,894,277 +$3,149,211 $15.45 36
2025 Q3 4,178,978 $72,713,478 -$1,718,547 $17.40 53
2025 Q2 4,274,581 $80,790,737 -$2,615,428 $18.90 44
2025 Q1 4,439,883 $68,863,380 +$2,261,921 $15.51 46
2024 Q4 4,281,419 $82,607,426 -$5,019,864 $19.29 49
2024 Q3 4,275,004 $90,023,045 +$159,546 $21.07 52
2024 Q2 4,264,945 $65,119,106 -$6,688,995 $15.26 51
2024 Q1 4,603,834 $92,816,278 +$296,739 $20.16 55
2023 Q4 4,582,267 $98,673,861 -$1,230,134 $21.53 58
2023 Q3 4,636,160 $103,991,746 +$975,266 $22.43 58
2023 Q2 4,614,536 $99,913,553 -$3,851,919 $21.65 57
2023 Q1 4,753,545 $120,276,847 +$618,244 $25.32 58
2022 Q4 4,722,885 $123,410,776 +$1,029,365 $26.13 46
2022 Q3 4,686,901 $105,361,000 -$2,807,279 $22.48 45
2022 Q2 4,793,773 $118,602,000 -$2,946,896 $24.74 48
2022 Q1 4,901,693 $154,145,044 -$5,006,970 $31.52 54
2021 Q4 5,068,355 $150,530,107 -$1,306,448 $29.70 57
2021 Q3 4,965,482 $160,201,872 -$352,285 $32.26 62
2021 Q2 5,059,559 $177,098,485 -$7,720,688 $35.00 66
2021 Q1 5,218,382 $184,227,396 +$1,995,442 $35.30 67
2020 Q4 5,198,216 $155,952,510 -$739,846 $30.00 57
2020 Q3 5,225,604 $148,413,815 -$1,209,176 $28.40 59
2020 Q2 5,268,488 $147,395,803 -$2,543,572 $27.97 63
2020 Q1 5,357,913 $155,890,072 -$1,462,977 $29.10 71
2019 Q4 5,349,681 $205,222,089 +$1,305,823 $38.36 86
2019 Q3 5,276,068 $169,745,620 -$5,668,455 $32.17 85
2019 Q2 5,454,059 $193,938,158 +$997,086 $35.56 90
2019 Q1 5,443,427 $219,544,453 +$861,249 $40.33 89
2018 Q4 5,440,614 $194,227,991 -$2,538,334 $35.70 92
2018 Q3 5,464,463 $246,447,199 -$380,033 $45.10 91
2018 Q2 5,473,333 $244,957,396 +$578,994 $44.75 96
2018 Q1 5,457,783 $250,515,734 +$7,529,021 $45.90 97
2017 Q4 5,315,354 $224,304,876 +$2,156,787 $42.20 95
2017 Q3 5,242,646 $218,037,333 +$8,359,451 $41.60 87
2017 Q2 5,048,956 $175,445,491 +$1,451,953 $34.75 74
2017 Q1 4,931,587 $153,371,529 +$8,970,688 $31.10 63
2016 Q4 5,019,614 $166,145,254 +$556,058 $33.10 70
2016 Q3 4,997,493 $140,276,227 -$2,546,563 $28.07 70
2016 Q2 5,088,882 $141,627,924 +$122,869 $27.83 74
2016 Q1 5,068,570 $167,207,000 +$4,790,429 $32.99 82
2015 Q4 4,915,180 $130,540,927 -$3,881,962 $26.56 73
2015 Q3 5,046,606 $132,416,033 +$2,726,824 $26.24 72
2015 Q2 4,931,496 $170,726,700 +$2,525,607 $34.62 79
2015 Q1 4,888,901 $161,052,156 -$1,607,280 $32.93 77
2014 Q4 4,928,174 $168,021,985 -$569,754 $34.09 76
2014 Q3 4,923,227 $185,403,864 +$5,815,320 $37.66 74
2014 Q2 4,837,560 $136,447,937 +$426,681 $28.20 66
2014 Q1 4,822,757 $128,673,965 +$2,765,754 $26.68 60