HURC · Hurco Companies Inc

$22.90 +0.17 (+0.75%)

Market Cap

$146.30M

6.48M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 59

Total Value: $100,000,049

Total Shares: 4,366,816

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 59 13F filers · Δ vs Mar 31, 2026

Top Holder

10.5%

−2.9 pts

Top 5

42.4%

−3.6 pts

Top 10

67.8%

−3.0 pts

HHI

552

Broadly held−78

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +6

Institutional value: +54.9%

Shares held: -0.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AMERIPRISE FINANCIAL INC	+34,200	305,234
Large MARSHALL WACE, LLP	+28,296	78,940
Small Peapod Lane Capital LLC	+19,924	264,792
Large ACADIAN ASSET MANAGEMENT LLC	+15,179	50,167
Large DIAMOND HILL CAPITAL MANAGEMENT INC	+5,370	74,349

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large BRANDES INVESTMENT PARTNERS, LP	−173,889	417,517
Mega DIMENSIONAL FUND ADVISORS LP	−30,524	316,214
Mega UBS Group AG	−27,041	33,057
Mid Invenomic Capital Management LP	−25,761	90,967
Mega ROYAL BANK OF CANADA	−14,339	16,047

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro Marquette Asset Management, LLC	36,448	$834,659
Large First Eagle Investment Management, LLC	30,000	$687,000
Mega JANE STREET GROUP, LLC	27,893	$638,749
Large Assenagon Asset Management S.A.	21,014	$481,220
Small BARINGTON COMPANIES MANAGEMENT, LLC	11,430	$261,747

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega ENVESTNET ASSET MANAGEMENT INC	11,056	$162,633
Micro Paladin Partners, LLC	1,100	$16,181
Mega RHUMBLINE ADVISERS	290	$4,265

Filter: New 9 Increased 20 Reduced 17 Sold out 3 Unchanged 13

Showing 59 of 59

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Oppenheimer & Close, LLC

$10,538,900

10.54%

460,214

BRANDES INVESTMENT PARTNERS, LP

$9,561,139

9.56%

417,517

Brooklands Fund Management Ltd

$8,108,157

8.11%

354,068

DIMENSIONAL FUND ADVISORS LP

$7,241,299

7.24%

316,214

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	782	$17,907	0.2%	Defined
DFA Australia Ltd.	1,700	$38,930	0.5%	Defined
Dimensional Ireland Ltd	8,832	$202,252	2.8%	Defined
Held directly	304,900	$6,982,210	96.4%	Sole

AMERIPRISE FINANCIAL INC

$6,989,858

6.99%

305,234

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	305,234	$6,989,858	100.0%	Defined

Peapod Lane Capital LLC

$6,063,736

6.06%

264,792

VANGUARD CAPITAL MANAGEMENT LLC

$5,952,099

5.95%

259,917

Meros Investment Management, LP

$4,839,182

4.84%

211,318

IFP Advisors, Inc

$4,581,557

4.58%

200,068

Pacific Ridge Capital Partners, LLC

$3,887,206

3.89%

169,747

BlackRock, Inc.

$3,619,344

3.62%

158,050

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	59,328	$1,358,611	37.5%	Sole
BlackRock Investment Management, LLC	1,319	$30,205	0.8%	Sole
BlackRock Fund Advisors	20,544	$470,457	13.0%	Sole
BlackRock Institutional Trust Company, N.A.	76,859	$1,760,071	48.6%	Sole

RENAISSANCE TECHNOLOGIES LLC

$2,768,610

2.77%

120,900

FEDERATED HERMES, INC.

$2,206,208

2.21%

96,341

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED EQUITY MANAGEMENT CO OF PENNSYLVANIA	14,425	$330,332	15.0%	Defined
FEDERATED MDTA LLC	81,916	$1,875,876	85.0%	Defined

Invenomic Capital Management LP

$2,083,144

2.08%

90,967

George Kaiser Family Foundation

$1,846,747

1.85%

80,644

MARSHALL WACE, LLP

$1,807,725

1.81%

78,940

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	78,940	$1,807,725	100.0%	Other

DIAMOND HILL CAPITAL MANAGEMENT INC

$1,702,592

1.70%

74,349

GEODE CAPITAL MANAGEMENT, LLC

$1,522,116

1.52%

66,468

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	12,526	$286,845	18.8%	Defined
Held directly	53,942	$1,235,271	81.2%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$1,196,937

1.20%

52,268

ACADIAN ASSET MANAGEMENT LLC

$1,148,824

1.15%

50,167

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	50,167	$1,148,824	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$838,025

0.84%

36,595

Marquette Asset Management, LLC

$834,659

0.83%

36,448

UBS Group AG

$757,003

0.76%

33,057

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	32,221	$737,860	97.5%	Defined
UBS AG	93	$2,129	0.3%	Defined
UBS Europe SE	74	$1,694	0.2%	Defined
UBS Securities LLC	669	$15,320	2.0%	Defined

First Eagle Investment Management, LLC

$687,000

0.69%

30,000

JANE STREET GROUP, LLC

$638,749

0.64%

27,893

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	19,070	$436,703	68.4%	Defined
Jane Street Global Trading, LLC	8,823	$202,046	31.6%	Defined

Empowered Funds, LLC

$568,813

0.57%

24,839

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	24,839	$568,813	100.0%	Other

Bank of New York Mellon Corp

$561,047

0.56%

24,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	22,452	$514,150	91.6%	Defined
The Bank of New York Mellon	556	$12,732	2.3%	Defined
BNY Mellon, NA	72	$1,648	0.3%	Defined
BNY Mellon Advisors, Inc.	1,419	$32,495	5.8%	Defined
Held directly	1	$22	0.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$542,592

0.54%

23,694

STATE STREET CORP

$517,219

0.52%

22,586

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	22,586	$517,219	100.0%	Defined

Connor, Clark & Lunn Investment Management Ltd.

$511,173

0.51%

22,322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	22,322	$511,173	100.0%	Sole

GSA CAPITAL PARTNERS LLP

$498,807

0.50%

21,782

GOLDMAN SACHS GROUP INC

$491,708

0.49%

21,472

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	21,472	$491,708	100.0%	Defined

FMR LLC

$484,838

0.48%

21,172

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	21,172	$484,838	100.0%	Defined

Assenagon Asset Management S.A.

$481,220

0.48%

21,014

BARCLAYS PLC

$443,595

0.44%

19,371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	19,281	$441,534	99.5%	Defined
BARCLAYS CAPITAL INC.	90	$2,061	0.5%	Defined

CITADEL ADVISORS LLC

$369,697

0.37%

16,144

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	16,144	$369,697	100.0%	Defined

ROYAL BANK OF CANADA

$367,475

0.37%

16,047

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	15,751	$360,697	98.2%	Defined
RBC Dominion Securities Inc.	296	$6,778	1.8%	Defined

HSBC HOLDINGS PLC

$352,797

0.35%

15,406

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	15,406	$352,797	100.0%	Defined

MORGAN STANLEY

$331,820

0.33%

14,490

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	14,280	$327,012	98.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	210	$4,808	1.4%	Defined

Aldebaran Capital, LLC

$313,707

0.31%

13,699

LPL Financial LLC

$313,294

0.31%

13,681

NORTHERN TRUST CORP

$293,760

0.29%

12,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	12,828	$293,760	100.0%	Defined

BARINGTON COMPANIES MANAGEMENT, LLC

$261,747

0.26%

11,430

PRICE T ROWE ASSOCIATES INC /MD/

$242,740

0.24%

10,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	10,600	$242,740	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$201,909

0.20%

8,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	8,817	$201,909	100.0%	Other

State of Wyoming

$198,886

0.20%

8,685

Russell Investments Group, Ltd.

$75,660

0.08%

3,304

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	83	$1,900	2.5%	Defined
Russell Investments Limited joint	3,221	$73,760	97.5%	Other

Vanguard Global Advisers, LLC

$59,837

0.06%

2,613

CALDWELL SUTTER CAPITAL, INC.

$54,364

0.05%

2,374

FIFTH THIRD BANCORP

$15,068

0.02%

658

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	658	$15,068	100.0%	Defined

JPMORGAN CHASE & CO

$12,045

0.01%

526

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	526	$12,045	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$6,870

0.01%

300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	300	$6,870	100.0%	Sole

Tower Research Capital LLC (TRC)

$3,503

0.00%

153

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	153	$3,503	100.0%	Defined

SALEM INVESTMENT COUNSELORS INC

$2,290

0.00%

100

Farther Finance Advisors, LLC

$320

0.00%

NBC SECURITIES, INC.

$251

0.00%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$137

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	6	$137	100.0%	Defined

WELLS FARGO & COMPANY/MN

$22

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1	$22	100.0%	Defined

HUNTINGTON NATIONAL BANK

$22

0.00%

Key facts CIK 315374 CUSIP 447324104 13F (30d) 55 filings 53 filers Visit website