Who owns Hurco Companies (HURC)
Which tracked institutional funds hold HURC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HURC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on HURC is one-sided between 2026-Q1 and 2026-Q2: 23 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HURC’s largest tracked holder by dollar value, Oppenheimer & Close, LLC, sizes it at 6.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HURC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 57 tracked filers holding HURC, 27 increased or opened the position and 22 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HURC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Marquette Asset Management, LLC$834K
- First Eagle Investment Management, LLC$687K
- JANE STREET GROUP, LLC$639K
Full exits 1
- ACADIAN ASSET MANAGEMENT LLC$513K
Largest adds
- Oppenheimer & Close, LLC$4M
- AMERIPRISE FINANCIAL INC$3M
- Brooklands Fund Management Ltd$3M
- Peapod Lane Capital LLC$2M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- DIMENSIONAL FUND ADVISORS LP$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Oppenheimer & Close, LLC added | 460,214 | $11M | 9.4% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 417,517 | $10M | 8.5% | 2026-Q2 |
| Brooklands Fund Management Ltd | 354,068 | $8M | 6.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 316,214 | $7M | 6.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 305,234 | $7M | 6.2% | 2026-Q2 |
| Peapod Lane Capital LLC added | 264,792 | $6M | 5.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 259,917 | $6M | 5.3% | 2026-Q2 |
| Meros Investment Management, LP trimmed | 211,318 | $5M | 4.3% | 2026-Q2 |
| IFP Advisors, Inc | 200,068 | $5M | 4.1% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC trimmed | 169,747 | $4M | 3.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 158,050 | $4M | 3.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | 120,900 | $3M | 2.5% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 96,341 | $2M | 2.0% | 2026-Q2 |
| Invenomic Capital Management LP trimmed | 90,967 | $2M | 1.9% | 2026-Q2 |
| George Kaiser Family Foundation | 80,644 | $2M | 1.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 78,940 | $2M | 1.6% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 74,349 | $2M | 1.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 66,468 | $2M | 1.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 52,268 | $1M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 36,595 | $838K | 0.7% | 2026-Q2 |
| Marquette Asset Management, LLC added | 36,448 | $834K | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 33,057 | $757K | 0.7% | 2026-Q2 |
| First Eagle Investment Management, LLC new | 30,000 | $687K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 27,893 | $639K | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 24,839 | $569K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 24,500 | $561K | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 23,694 | $542K | 0.5% | 2026-Q2 |
| STATE STREET CORP | 22,586 | $517K | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 22,322 | $511K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 21,472 | $492K | 0.4% | 2026-Q2 |
| FMR LLC added | 21,172 | $485K | 0.4% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 21,014 | $481K | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 19,371 | $444K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 16,144 | $370K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 16,047 | $368K | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 15,406 | $357K | 0.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 14,490 | $332K | 0.3% | 2026-Q2 |
| Aldebaran Capital, LLC trimmed | 13,699 | $314K | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 13,681 | $313K | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 12,828 | $294K | 0.3% | 2026-Q2 |
| BARINGTON COMPANIES MANAGEMENT, LLC new | 11,430 | $262K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10,600 | $243K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,817 | $202K | 0.2% | 2026-Q2 |
| State of Wyoming added | 8,685 | $199K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 3,304 | $76K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 2,613 | $60K | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. | 2,374 | $54K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 658 | $15K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 526 | $12K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 300 | $7K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 153 | $4K | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC | 100 | $2K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 14 | $321 | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. new | 11 | $251 | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6 | $137 | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 1 | $23 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $18 | 0.0% | 2026-Q2 |
| ACADIAN ASSET MANAGEMENT LLC added | 34,988 | $513K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 20,801 | $306K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| ENVESTNET ASSET MANAGEMENT INC new | 11,056 | $163K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Paladin Partners, LLC | 1,100 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| RHUMBLINE ADVISERS | 290 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 286,477 | $4M | 3.9% | 2025-Q4 stale (2 quarters behind) |
| Ancora Advisors LLC trimmed | 32,354 | $500K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 26,772 | $414K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Hillsdale Investment Management Inc. | 18,500 | $286K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Quadrature Capital Ltd trimmed | 11,055 | $171K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 10,297 | $159K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 612 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC trimmed | 29 | $448 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Polar Asset Management Partners Inc. trimmed | 280,986 | $5M | 4.3% | 2025-Q3 stale (3 quarters behind) |
| AMH Equity Ltd trimmed | 78,279 | $1M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| SCOGGIN MANAGEMENT LP new | 29,517 | $514K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Trexquant Investment LP new | 10,045 | $175K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| GAMMA Investing LLC added | 70 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ROYCE & ASSOCIATES LP trimmed | 22,613 | $427K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 8,500 | $161K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. added | 696 | $13K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| OSAIC HOLDINGS, INC. | 100 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.