HURC Institutional Ownership & Shareholders
HURCO COMPANIES INC (HURC) is currently held by 56 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $97.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Oppenheimer & Close, Llc is currently the largest disclosed institutional shareholder of HURC tracked by InsiderSet, reporting ownership valued at approximately $10.54M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.15M, representing an estimated loss of -3.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed HURC value among the investors covered in this analysis. Major shareholders include Oppenheimer & Close, Llc, Brandes Investment Partners, Lp, Brooklands Fund Management Ltd, and several other long-term asset managers with concentrated positions in HURCO COMPANIES INC (HURC).
This page ranks the largest institutional HURC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
56
Total Reported Value
$97.21M
Largest Holder
Oppenheimer & Close, Llc
Largest Position
$10.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oppenheimer & Close, Llc | 6.65% | 460,214 | $10,536,600 | $10,147,719 | -$388,881 | -3.69% | |
| Brandes Investment Partners, Lp | 0.07% | 417,517 | $9,559,054 | $9,206,250 | -$352,804 | -3.69% | |
| Brooklands Fund Management Ltd | 1.02% | 354,068 | $7,654,950 | $7,807,199 | +$152,249 | +1.99% | |
| Dimensional Fund Advisors Lp | 0.00% | 316,214 | $7,239,713 | $6,972,519 | -$267,194 | -3.69% | |
| Ameriprise Financial Inc | 0.00% | 305,234 | $6,988,333 | $6,730,410 | -$257,923 | -3.69% | |
| Vanguard Capital Management Llc | 0.00% | 259,917 | $5,950,800 | $5,731,170 | -$219,630 | -3.69% | |
| Peapod Lane Capital Llc | 4.04% | 250,425 | $5,414,189 | $5,521,871 | +$107,682 | +1.99% | |
| Meros Investment Management, Lp | 1.54% | 211,318 | $4,838,126 | $4,659,562 | -$178,564 | -3.69% | |
| Ifp Advisors, Inc | 0.07% | 200,068 | $4,325,470 | $4,411,499 | +$86,029 | +1.99% | |
| Pacific Ridge Capital Partners, Llc | 0.71% | 169,747 | $3,886,358 | $3,742,921 | -$143,437 | -3.69% | |
| Blackrock, Inc. | 0.00% | 158,050 | $3,618,556 | $3,485,003 | -$133,554 | -3.69% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 120,900 | $2,768,006 | $2,665,845 | -$102,161 | -3.69% |
| Federated Hermes, Inc. | 0.00% | 96,341 | $2,205,727 | $2,124,319 | -$81,408 | -3.69% | |
| Invenomic Capital Management Lp | 0.12% | 90,967 | $2,082,689 | $2,005,822 | -$76,867 | -3.69% | |
| George Kaiser Family Foundation | 0.18% | 80,644 | $1,846,344 | $1,778,200 | -$68,144 | -3.69% | |
| Marshall Wace, Llp | 0.00% | 78,940 | $1,806,934 | $1,740,627 | -$66,307 | -3.67% | |
| Diamond Hill Capital Management Inc | 0.01% | 74,349 | $1,702,220 | $1,639,395 | -$62,825 | -3.69% | |
| Geode Capital Management, Llc | 0.00% | 66,468 | $1,522,215 | $1,465,619 | -$56,596 | -3.72% | |
| Bridgeway Capital Management, Llc | 0.02% | 52,268 | $1,196,676 | $1,152,509 | -$44,167 | -3.69% | |
| Acadian Asset Management Llc | 0.00% | 50,167 | $1,144,000 | $1,106,182 | -$37,818 | -3.31% | |
| Vanguard Fiduciary Trust Co | 0.00% | 36,595 | $837,843 | $806,920 | -$30,923 | -3.69% | |
| Ubs Group Ag | 0.00% | 33,057 | $756,840 | $728,907 | -$27,933 | -3.69% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.00% | 30,000 | $686,850 | $661,500 | -$25,350 | -3.69% |
| Jane Street Group, Llc | 0.00% | 27,893 | $638,611 | $615,041 | -$23,570 | -3.69% | |
| Empowered Funds, Llc | 0.00% | 24,839 | $568,689 | $547,700 | -$20,989 | -3.69% | |
| Bank Of New York Mellon Corp | 0.00% | 24,500 | $560,928 | $540,225 | -$20,703 | -3.69% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 23,694 | $542,474 | $522,453 | -$20,021 | -3.69% | |
| State Street Corp | 0.00% | 22,586 | $517,106 | $498,021 | -$19,085 | -3.69% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 22,322 | $511,062 | $492,200 | -$18,862 | -3.69% | |
| Gsa Capital Partners Llp | 0.03% | 21,782 | $499,000 | $480,293 | -$18,707 | -3.75% | |
| Goldman Sachs Group Inc | 0.00% | 21,472 | $491,601 | $473,458 | -$18,143 | -3.69% | |
| Fmr Llc | 0.00% | 21,172 | $484,733 | $466,843 | -$17,890 | -3.69% | |
| Barclays Plc | 0.00% | 19,371 | $443,500 | $427,131 | -$16,369 | -3.69% | |
| Citadel Advisors Llc | 0.00% | 16,144 | $369,617 | $355,975 | -$13,642 | -3.69% | |
| Royal Bank Of Canada | 0.00% | 16,047 | $368,000 | $353,836 | -$14,164 | -3.85% | |
| Hsbc Holdings Plc | 0.00% | 15,406 | $357,342 | $339,702 | -$17,640 | -4.94% | |
| Morgan Stanley | 0.00% | 14,490 | $331,758 | $319,505 | -$12,254 | -3.69% | |
| Aldebaran Capital, Llc | 0.24% | 13,699 | $313,639 | $302,063 | -$11,576 | -3.69% | |
| Lpl Financial Llc | 0.00% | 13,681 | $313,226 | $301,666 | -$11,560 | -3.69% | |
| Northern Trust Corp | 0.00% | 12,828 | $293,697 | $282,857 | -$10,840 | -3.69% | |
| Barington Companies Management, Llc | 0.18% | 11,430 | $261,690 | $252,032 | -$9,659 | -3.69% | |
| Price T Rowe Associates Inc | 0.00% | 10,600 | $243,000 | $233,730 | -$9,270 | -3.81% | |
| Susquehanna International Group, Llp | 0.00% | 8,817 | $201,865 | $194,415 | -$7,450 | -3.69% | |
| State Of Wyoming | 0.01% | 4,684 | $101,268 | $103,282 | +$2,014 | +1.99% | |
| Russell Investments Group, Ltd. | 0.00% | 3,304 | $75,628 | $72,853 | -$2,775 | -3.67% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,613 | $59,825 | $57,617 | -$2,208 | -3.69% | |
| Caldwell Sutter Capital, Inc. | 0.02% | 2,374 | $54,353 | $52,347 | -$2,006 | -3.69% | |
| Fifth Third Bancorp | 0.00% | 658 | $15,065 | $14,509 | -$556 | -3.69% | |
| Jpmorgan Chase & Co | 0.00% | 526 | $12,040 | $11,598 | -$442 | -3.67% | |
| Jones Financial Companies Lllp | 0.00% | 300 | $6,759 | $6,615 | -$144 | -2.13% |
Frequently asked questions about HURC
Who are the largest institutional holders of HURC?
The largest institutional holders of HURC reported in the latest SEC Form 13F filings include Oppenheimer & Close, Llc, Brandes Investment Partners, Lp, Brooklands Fund Management Ltd, Dimensional Fund Advisors Lp, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported HURC position.
What is HURC institutional ownership?
This page tracks HURC positions reported by institutional investment managers through SEC Form 13F. HURCO COMPANIES INC (HURC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HURC?
InsiderSet currently tracks 56 institutional managers reporting HURC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HURC shareholders.
How much HURC stock do institutions own?
Institutional investment managers disclosed approximately $97.21M in HURC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HURC institutional ownership last updated?
The latest HURC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HURC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HURC position after the reporting date.
Are institutions buying or selling HURC?
Institutional buying and selling can be analyzed by comparing HURC positions across consecutive 13F reporting periods. InsiderSet's HURC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HURC ownership changes.
How has HURC institutional ownership changed over time?
InsiderSet tracks HURC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.