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
6,407,573
Price per share
$15.45
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,178,978
Total reported value
$72,713,478
% of total 13F portfolios
0%
Share change
-94,907
Value change
-$1,718,548
Number of holders
53
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
Acuitas Investments, LLC 6.1% $6,565,181 423,287 Acuitas Investments, LLC 30 Sep 2024
DIMENSIONAL FUND ADVISORS LP 6.1% $6,920,067 397,705 Dimensional Fund Advisors LP 30 Sep 2025
Oppenheimer & Close, LLC 6.2% $6,890,191 395,988 Carl K. Oppenheimer 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 30 Sep 2025, 53 institutional investors reported holding 4,178,978 shares of HURCO COMPANIES INC - Common Stock, no par value (HURC). This represents 65% of the company’s total 6,407,573 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HURCO COMPANIES INC - Common Stock, no par value (HURC) together control 61% 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 7.7% 494,264 +17% 0.07% $8,600,194
DIMENSIONAL FUND ADVISORS LP 6.2% 397,705 -3.5% 0% $6,919,988
Oppenheimer & Close, LLC 6.1% 392,818 +12% 4.6% $6,835,033
VANGUARD GROUP INC 4.5% 289,847 +1.2% 0% $5,043,338
Polar Asset Management Partners Inc. 4.4% 280,986 -59% 0.1% $4,889,156
AMERIPRISE FINANCIAL INC 4.1% 264,751 -18% 0% $4,606,667
Meros Investment Management, LP 3.7% 236,615 -10% 1.8% $4,117,101
Peapod Lane Capital LLC 3.5% 225,878 -5.8% 3.5% $3,930,789
IFP Advisors, Inc 3.4% 216,404 +12% 0.1% $3,765,430
Pacific Ridge Capital Partners, LLC 2.7% 175,564 -2.2% 0.67% $3,054,814
BlackRock, Inc. 2.3% 147,556 +33% 0% $2,567,475
Invenomic Capital Management LP 2% 126,237 -5.1% 0.11% $2,196,524
RENAISSANCE TECHNOLOGIES LLC 1.4% 86,900 +58% 0% $1,512,060
FEDERATED HERMES, INC. 1.2% 78,916 +3.1% 0% $1,373,139
AMH Equity Ltd 1.2% 78,279 -26% 1.7% $1,362,055
Ancora Advisors LLC 1.1% 68,910 -1.6% 0.02% $1,199,034
GEODE CAPITAL MANAGEMENT, LLC 1% 66,932 -1.9% 0% $1,164,922
DIAMOND HILL CAPITAL MANAGEMENT INC 0.89% 57,025 0% $992,235
CITADEL ADVISORS LLC 0.85% 54,200 +176% 0% $943,080
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.72% 46,029 +83% 0.02% $800,905
George Kaiser Family Foundation 0.7% 44,968 0% 0.11% $782,443
Bank of New York Mellon Corp 0.47% 29,936 -1.9% 0% $520,894
SCOGGIN MANAGEMENT LP 0.46% 29,517 0.2% $513,596
MARSHALL WACE, LLP 0.42% 26,849 0% $467,172
STATE STREET CORP 0.35% 22,586 0% 0% $392,996

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 17,368 $268,336 +$265,378 $15.45 1
2025 Q3 4,178,978 $72,713,478 -$1,718,548 $17.40 53
2025 Q2 4,274,581 $80,790,737 -$2,615,429 $18.90 44
2025 Q1 4,439,883 $68,863,380 +$2,261,924 $15.51 46
2024 Q4 4,281,419 $82,608,899 -$5,019,863 $19.29 49
2024 Q3 4,275,004 $90,023,045 +$159,544 $21.07 52
2024 Q2 4,264,945 $65,119,106 -$6,721,208 $15.26 51
2024 Q1 4,574,271 $92,220,288 +$289,036 $20.16 54
2023 Q4 4,582,267 $98,673,861 -$1,202,771 $21.53 58
2023 Q3 4,593,560 $103,036,222 +$771,377 $22.43 57
2023 Q2 4,614,536 $99,913,553 -$3,851,943 $21.65 57
2023 Q1 4,709,578 $119,163,603 +$603,961 $25.32 57
2022 Q4 4,679,158 $122,268,189 +$708,305 $26.13 45
2022 Q3 4,677,823 $105,157,000 -$2,787,453 $22.48 44
2022 Q2 4,784,347 $118,369,000 -$2,898,488 $24.74 47
2022 Q1 4,901,111 $154,126,044 -$5,012,358 $31.52 52
2021 Q4 5,068,355 $150,530,107 -$1,306,455 $29.70 57
2021 Q3 4,965,507 $160,202,872 -$291,525 $32.26 63
2021 Q2 5,049,906 $176,760,485 -$7,292,857 $35.00 67
2021 Q1 5,194,904 $183,398,396 +$1,829,440 $35.30 67
2020 Q4 5,198,216 $155,952,510 -$704,121 $30.00 57
2020 Q3 5,225,604 $148,413,815 -$1,166,317 $28.40 59
2020 Q2 4,713,682 $131,877,803 -$5,789,169 $27.97 61
2020 Q1 5,357,913 $155,890,072 -$1,462,976 $29.10 71
2019 Q4 5,349,681 $205,222,089 +$1,305,024 $38.36 86
2019 Q3 5,275,897 $169,740,620 -$5,675,727 $32.17 83
2019 Q2 5,444,253 $193,591,158 +$1,522,589 $35.56 87
2019 Q1 5,443,427 $219,544,453 +$565,809 $40.33 89
2018 Q4 5,438,937 $194,167,991 -$2,598,337 $35.70 91
2018 Q3 5,464,463 $246,447,199 -$378,030 $45.10 91
2018 Q2 5,473,270 $244,955,396 +$577,430 $44.75 95
2018 Q1 5,457,510 $250,504,734 +$7,524,831 $45.90 95
2017 Q4 5,315,354 $224,304,876 +$2,156,774 $42.20 95
2017 Q3 5,242,646 $218,037,333 +$8,918,793 $41.60 87
2017 Q2 5,044,580 $175,293,491 +$1,456,504 $34.75 73
2017 Q1 4,931,587 $153,371,529 +$8,969,403 $31.10 63
2016 Q4 4,959,918 $164,169,254 +$454,799 $33.10 69
2016 Q3 4,940,856 $138,686,227 -$2,543,417 $28.07 69
2016 Q2 5,088,882 $141,627,924 +$128,753 $27.83 74
2016 Q1 5,059,670 $166,913,000 +$4,808,187 $32.99 81
2015 Q4 4,915,180 $130,540,927 -$4,249,682 $26.56 73
2015 Q3 5,046,606 $132,416,033 +$1,463,583 $26.24 72
2015 Q2 4,847,633 $167,822,700 +$2,555,099 $34.62 77
2015 Q1 4,875,742 $160,620,156 -$1,538,198 $32.93 74
2014 Q4 4,911,578 $167,457,985 -$722,586 $34.09 74
2014 Q3 4,922,050 $185,360,864 +$5,787,784 $37.66 72
2014 Q2 4,837,099 $136,434,937 +$414,919 $28.20 65
2014 Q1 4,822,757 $128,673,965 +$2,765,754 $26.68 60