HURCO CO (HURC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
56
Reporting holders
$98.3M
Reported value
66.5%
Of shares outstanding
0.0%
Held as options
+7
Holder change
Institutions report 4,305,281 shares against 6,476,322 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Oppenheimer & Close, LLC | $10.5M | 460,214 | 6.65% | 26q | +0.7%+$69.5K |
| BRANDES INVESTMENT PARTNERS, LP | $9.6M | 417,517 | 0.07% | 22q | -29.4%-$4.0M |
| Brooklands Fund Management Ltd | $7.8M | 354,068 | 6.11% | 6q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $7.2M | 316,214 | 0.00% | 31q | -8.8%-$698.8K |
| AMERIPRISE FINANCIAL INC | $7.0M | 305,234 | 0.00% | 21q | -43.7%-$5.4M |
| Peapod Lane Capital LLC | $6.1M | 264,792 | 4.09% | 7q | +8.1%+$456.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.0M | 259,917 | 0.00% | 2q | +1.9%+$109.8K |
| Meros Investment Management, LP | $4.8M | 211,318 | 1.54% | 19q | HELD |
| IFP Advisors, Inc | $4.6M | 200,068 | 0.08% | 12q | HELD |
| Pacific Ridge Capital Partners, LLC | $3.9M | 169,747 | 0.71% | 31q | -0.8%-$30.1K |
| BlackRock, Inc. | $3.6M | 158,050 | 0.00% | 8q | -1.6%-$60.0K |
| RENAISSANCE TECHNOLOGIES LLC | $2.8M | 120,900 | 0.00% | 31q | HELD |
| FEDERATED HERMES, INC. | $2.2M | 96,341 | 0.00% | 31q | +5.4%+$112.0K |
| Invenomic Capital Management LP | $2.1M | 90,967 | 0.12% | 21q | -22.1%-$589.8K |
| George Kaiser Family Foundation | $1.8M | 80,644 | 0.18% | 9q | HELD |
| MARSHALL WACE, LLP | $1.8M | 78,940 | 0.00% | 4q | +55.9%+$647.7K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $1.7M | 74,349 | 0.01% | 4q | +7.8%+$122.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $1.5M | 66,468 | 0.00% | 31q | +6.2%+$89.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.2M | 52,268 | 0.02% | 22q | +3.9%+$44.4K |
| Assenagon Asset Management S.A. | $962.2K | 42,028 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $837.8K | 36,595 | 0.00% | 2q | -6.9%-$62.3K |
| Marquette Asset Management, LLC | $834.5K | 36,448 | 0.11% | new | NEW |
| UBS Group AG | $756.8K | 33,057 | 0.00% | 11q | -45.0%-$619.1K |
| First Eagle Investment Management, LLC | $686.9K | 30,000 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $638.6K | 27,893 | 0.00% | new | NEW |
| Empowered Funds, LLC | $568.7K | 24,839 | 0.00% | 2q | +8.5%+$44.4K |
| Bank of New York Mellon Corp | $560.9K | 24,500 | 0.00% | 31q | +0.9%+$5.3K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $542.5K | 23,694 | 0.00% | 4q | HELD |
| STATE STREET CORP | $517.1K | 22,586 | 0.00% | 31q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $511.1K | 22,322 | 0.00% | 3q | +24.1%+$99.2K |
| GOLDMAN SACHS GROUP INC | $491.6K | 21,472 | 0.00% | 5q | -5.4%-$27.9K |
| FMR LLC | $484.7K | 21,172 | 0.00% | 31q | +8.0%+$35.9K |
| BARCLAYS PLC | $443.5K | 19,371 | 0.00% | 31q | HELD |
| CITADEL ADVISORS LLC | $369.6K | 16,144 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $368.0K | 16,047 | 0.00% | 5q | -47.2%-$328.8K |
| HSBC HOLDINGS PLC | $357.3K | 15,406 | 0.00% | 4q | -4.6%-$17.3K |
| MORGAN STANLEY | $331.8K | 14,490 | 0.00% | 35q | -6.8%-$24.2K |
| Aldebaran Capital, LLC | $313.6K | 13,699 | 0.24% | 2q | HELD |
| LPL Financial LLC | $313.2K | 13,681 | 0.00% | 2q | +9.0%+$25.9K |
| NORTHERN TRUST CORP | $293.7K | 12,828 | 0.00% | 31q | -19.8%-$72.7K |
| BARINGTON COMPANIES MANAGEMENT, LLC | $261.7K | 11,430 | 0.18% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $201.9K | 8,817 | 0.00% | new | NEW |
| State of Wyoming | $198.8K | 8,685 | 0.02% | 5q | +154.9%+$120.8K |
| Russell Investments Group, Ltd. | $75.6K | 3,304 | 0.00% | 4q | +3880.7%+$73.7K |
| Vanguard Global Advisers, LLC | $59.8K | 2,613 | 0.00% | 2q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $54.4K | 2,374 | 0.02% | 13q | HELD |
| FIFTH THIRD BANCORP | $15.1K | 658 | 0.00% | 2q | -13.9%-$2.4K |
| JPMORGAN CHASE & CO | $12.0K | 526 | 0.00% | 2q | +1713.8%+$11.4K |
| JONES FINANCIAL COMPANIES LLLP | $6.8K | 300 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $3.5K | 153 | 0.00% | 4q | -44.2%-$2.8K |
| SALEM INVESTMENT COUNSELORS INC | $2.3K | 100 | 0.00% | 2q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $1.1K | 50,167 | 0.00% | 4q | +43.4% |
| GSA CAPITAL PARTNERS LLP | $499 | 21,782 | 0.03% | 5q | +4.7% |
| Farther Finance Advisors, LLC | $321 | 14 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $251 | 11 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $243 | 10,600 | 0.00% | 3q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $137 | 6 | 0.00% | 2q | HELD |
| HUNTINGTON NATIONAL BANK | $23 | 1 | 0.00% | 15q | HELD |
| WELLS FARGO & COMPANY/MN | $18 | 1 | 0.00% | 31q | -50.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | BRANDES INVESTMENT PARTNERS, LP | 6.4% |
| 2026-08-11 | 13G | Carl K. Oppenheimer INDIVIDUALwith 3 co-filers | 7.1% |
| 2026-07-14 | 13G/A | Dimensional Fund Advisors LP | 4.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 56 | $98.3M | 4,305,281 | 9 | 16 | 16 | 0.0% |
| Q1 2026 | 49 | $67.5M | 4,591,044 | 8 | 19 | 10 | 0.0% |
| Q4 2025 | 48 | $64.5M | 4,155,931 | 5 | 20 | 16 | 0.0% |
| Q3 2025 | 52 | $77.2M | 4,156,656 | 13 | 17 | 14 | 6.3% |
| Q2 2025 | 44 | $85.9M | 4,263,620 | 6 | 14 | 13 | 6.2% |
| Q1 2025 | 47 | $71.9M | 4,439,884 | 4 | 13 | 18 | 4.3% |
| Q4 2024 | 49 | $82.6M | 4,281,421 | 3 | 12 | 16 | 0.0% |
| Q3 2024 | 52 | $90.2M | 4,285,423 | 3 | 16 | 13 | 0.0% |
| Q2 2024 | 52 | $65.5M | 4,290,018 | 8 | 16 | 17 | 0.0% |
| Q1 2024 | 53 | $92.9M | 4,609,712 | 4 | 21 | 13 | 0.0% |
| Q4 2023 | 54 | $96.8M | 4,494,784 | 4 | 26 | 12 | 0.0% |
| Q3 2023 | 54 | $101.7M | 4,535,150 | 7 | 19 | 15 | 0.0% |
| Q2 2023 | 54 | $97.5M | 4,502,699 | 9 | 18 | 15 | 0.0% |
| Q1 2023 | 49 | $119.4M | 4,716,994 | 7 | 18 | 12 | 0.0% |
| Q4 2022 | 38 | $99.0M | 3,790,099 | 3 | 11 | 10 | 0.0% |
| Q3 2022 | 45 | $105.4M | 4,686,961 | 1 | 16 | 13 | 0.0% |
| Q2 2022 | 49 | $118.6M | 4,793,884 | 4 | 17 | 12 | 0.0% |
| Q1 2022 | 55 | $154.1M | 4,901,760 | 4 | 15 | 19 | 0.0% |
| Q4 2021 | 59 | $151.3M | 5,094,635 | 4 | 22 | 17 | 0.0% |
| Q3 2021 | 63 | $160.2M | 4,965,507 | 3 | 25 | 22 | 0.0% |
| Q2 2021 | 67 | $174.0M | 4,971,670 | 13 | 19 | 22 | 0.0% |
| Q1 2021 | 69 | $184.2M | 5,218,457 | 17 | 19 | 18 | 0.0% |
| Q4 2020 | 58 | $156.0M | 5,198,265 | 3 | 23 | 17 | 0.0% |
| Q3 2020 | 60 | $148.4M | 5,225,653 | 5 | 13 | 23 | 0.0% |
| Q2 2020 | 65 | $147.9M | 5,285,076 | 3 | 17 | 23 | 0.0% |
| Q1 2020 | 73 | $156.4M | 5,376,209 | 4 | 28 | 23 | 0.0% |
| Q4 2019 | 86 | $210.2M | 5,478,977 | 7 | 28 | 31 | 0.0% |
| Q3 2019 | 86 | $170.7M | 5,305,801 | 8 | 33 | 20 | 0.0% |
| Q2 2019 | 90 | $194.6M | 5,472,824 | 8 | 26 | 25 | 0.0% |
| Q1 2019 | 91 | $219.6M | 5,443,564 | 9 | 24 | 30 | 0.0% |
| Q4 2018 | 92 | $197.7M | 5,538,553 | 1 | 1 | 2 | 0.0% |