| 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.
| 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.
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