Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in HURC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Oppenheimer & Close, LLC | 460K | $10.5M | +0.7% | 7.106% | 6.65% |
| 2 | BRANDES INVESTMENT PARTNERS, LP | 418K | $9.6M | -29.4% | 6.447% | 0.07% |
| 3 | Brooklands Fund Management Ltd | 354K | $7.8M | 0.0% | 5.467% | 6.11% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 316K | $7.2M | -8.8% | 4.883% | 0.00% |
| 5 | AMERIPRISE FINANCIAL INC | 305K | $7.0M | +12.6% | 4.713% | 0.00% |
| 6 | Peapod Lane Capital LLC | 265K | $6.1M | +8.1% | 4.089% | 4.09% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 260K | $6.0M | +1.9% | 4.013% | 0.00% |
| 8 | Meros Investment Management, LP | 211K | $4.8M | -0.1% | 3.263% | 1.54% |
| 9 | IFP Advisors, Inc | 200K | $4.6M | 0.0% | 3.089% | 0.08% |
| 10 | Pacific Ridge Capital Partners, LLC | 170K | $3.9M | -0.8% | 2.621% | 0.71% |
| 11 | BlackRock, Inc. | 158K | $3.6M | -1.6% | 2.440% | 0.00% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 121K | $2.8M | 0.0% | 1.867% | 0.00% |
| 13 | FEDERATED HERMES, INC. | 96K | $2.2M | +5.3% | 1.488% | 0.00% |
| 14 | Invenomic Capital Management LP | 91K | $2.1M | -22.1% | 1.405% | 0.12% |
| 15 | GEORGE KAISER FAMILY FOUNDATION | 81K | $1.8M | 0.0% | 1.245% | 0.18% |
| 16 | MARSHALL WACE, LLP | 79K | $1.8M | +55.9% | 1.219% | 0.00% |
| 17 | Diamond Hill Capital Management, LLC (Investment Advisor) | 74K | $1.7M | +7.8% | 1.148% | 0.01% |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 66K | $1.5M | +6.2% | 1.026% | 0.00% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 52K | $1.2M | +3.9% | 0.807% | 0.02% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 37K | $838K | -6.9% | 0.565% | 0.00% |
| 21 | Marquette Asset Management, LLC | 36K | $834K | — | 0.563% | 0.11% |
| 22 | UBS Group AG | 33K | $757K | -45.0% | 0.510% | 0.00% |
| 23 | First Eagle Investment Management, LLC | 30K | $687K | — | 0.463% | 0.00% |
| 24 | JANE STREET GROUP, LLC | 28K | $639K | — | 0.431% | 0.00% |
| 25 | Empowered Funds, LLC | 25K | $569K | +8.5% | 0.384% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HURC — a direct measure of their conviction.
Filings activity in HURC during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new HURC position in Q2 2026
Institutions that fully closed their HURC position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +13% | 67.44% | 0.70 pp | $98M | +54% |
| Q1 2026 | 53 | +3.9% | 68.14% | +2.34 pp | $64M | 1.2% |
| Q4 2025 | 51 | 3.8% | 65.80% | 0.54 pp | $64M | 12% |
| Q3 2025 | 53 | +18% | 66.34% | +0.55 pp | $73M | 8.6% |
| Q2 2025 | 45 | 4.3% | 65.79% | 2.77 pp | $80M | +17% |
| Q1 2025 | 47 | 4.1% | 68.56% | +1.95 pp | $69M | 23% |
| Q4 2024 | 49 | 5.8% | 66.61% | +0.84 pp | $89M | 0.4% |
| Q3 2024 | 52 | — | 65.77% | — | $90M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HURC stock.
Based on Q2 2026 13F filings, institutional ownership of Hurco Companies, Inc. stands at 67.4%, held across 60 reporting institutions.
Oppenheimer & Close, LLC is the largest reported institutional holder of HURC, with approximately 460,214 shares worth $0.01B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of HURC, including RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for HURC is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
9 institutions opened new positions in HURC during Q2 2026, while 2 fully exited. 48 added to existing positions and 3 trimmed.
HURC institutional ownership fell by 0.70 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 69.0% of all reported 13F value in HURC, and the top 25 account for 92.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Hurco Companies, Inc. (HURC) Institutional Ownership