Hurco Companies, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | 05/15/2026 | 591.41 K | $8.70 M | 16.94% | 9.20% |
| OPPENHEIMER & CLOSE, LLC | 05/12/2026 | 457.18 K | $6.73 M | 6.94% | 7.12% |
| BROOKLANDS FUND MANAGEMENT LTD | 05/14/2026 | 354.07 K | $5.21 M | 15.83% | 5.51% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 346.74 K | $5.10 M | -9.42% | 5.40% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 271.03 K | $3.99 M | 1.13% | 4.22% |
| 05/15/2026 | 255.12 K | $3.75 M | 100.00% | 3.97% | |
| PEAPOD LANE CAPITAL LLC | 05/04/2026 | 244.87 K | $3.61 M | 22.36% | 3.81% |
| MEROS INVESTMENT MANAGEMENT, LP | 05/14/2026 | 211.54 K | $3.11 M | -2.82% | 3.29% |
| IFP ADVISORS, INC | 04/13/2026 | 200.07 K | $2.94 M | 4.64% | 3.11% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/11/2026 | 171.06 K | $2.52 M | 3.36% | 2.66% |
| BLACKROCK, INC. | 05/13/2026 | 160.67 K | $2.36 M | 0.79% | 2.50% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 120.90 K | $1.78 M | 5.31% | 1.88% |
| INVENOMIC CAPITAL MANAGEMENT LP | 05/15/2026 | 116.73 K | $1.72 M | -6.30% | 1.82% |
| FEDERATED HERMES, INC. | 05/11/2026 | 91.45 K | $1.35 M | 8.69% | 1.42% |
| GEORGE KAISER FAMILY FOUNDATION | 05/14/2026 | 80.64 K | $1.19 M | 13.63% | 1.26% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 68.98 K | $1.01 M | -1.91% | 1.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 62.58 K | $920.81 K | -2.71% | 0.97% |
| UBS GROUP AG | 05/05/2026 | 60.10 K | $884.04 K | 14,346.63% | 0.94% |
| MARSHALL WACE, LLP | 05/15/2026 | 50.64 K | $744.97 K | -32.70% | 0.79% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 50.33 K | $740.34 K | 4.55% | 0.78% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 39.32 K | $578.32 K | 100.00% | 0.61% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 34.99 K | $513.00 K | 18.28% | 0.54% |
| ROYAL BANK OF CANADA | 05/15/2026 | 30.39 K | $447.00 K | 432.25% | 0.47% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 24.27 K | $357.02 K | 0.03% | 0.38% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 23.69 K | $348.54 K | 0.00% | 0.37% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 22.90 K | $336.86 K | 10.57% | 0.36% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 22.69 K | $333.77 K | 3.48% | 0.35% |
| STATE STREET CORP | 05/15/2026 | 22.59 K | $332.24 K | 0.00% | 0.35% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 20.80 K | $306.00 K | -10.26% | 0.32% |
| FMR LLC | 05/15/2026 | 19.60 K | $288.35 K | -20.59% | 0.31% |
| BARCLAYS PLC | 05/15/2026 | 19.28 K | $283.62 K | 0.00% | 0.30% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 17.99 K | $264.65 K | 7.80% | 0.28% |
| CITADEL ADVISORS LLC | 05/15/2026 | 16.22 K | $238.52 K | -53.31% | 0.25% |
| HSBC HOLDINGS PLC | 04/30/2026 | 16.15 K | $241.46 K | 0.00% | 0.25% |
| NORTHERN TRUST CORP | 05/14/2026 | 16.00 K | $235.42 K | 16.06% | 0.25% |
| MORGAN STANLEY | 05/15/2026 | 15.55 K | $228.69 K | 0.00% | 0.24% |
| ALDEBARAN CAPITAL, LLC | 05/07/2026 | 13.73 K | $201.95 K | 100.00% | 0.21% |
| LPL FINANCIAL LLC | 05/06/2026 | 12.55 K | $184.60 K | 100.00% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 11.06 K | $162.63 K | 100.00% | 0.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 10.60 K | $156.00 K | 0.00% | 0.17% |
| STATE OF WYOMING | 05/13/2026 | 3.41 K | $50.12 K | -2.96% | 0.05% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.61 K | $38.44 K | 100.00% | 0.04% |
| CALDWELL SUTTER CAPITAL, INC. | 05/06/2026 | 2.37 K | $34.92 K | 0.00% | 0.04% |
| 06/25/2026 | 1.10 K | $16.18 K | 0.00% | 0.02% | |
| FIFTH THIRD BANCORP | 05/01/2026 | 764 | $11.24 K | 100.00% | 0.01% |
| RHUMBLINE ADVISERS | 05/12/2026 | 290 | $4.27 K | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 274 | $4.03 K | 75.64% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 04/29/2026 | 100 | $1.47 K | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 83 | $1.22 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 29 | $429 | 100.00% | 0.00% |
Hurco Companies, Inc. institutional Ownership - FAQ's
During the previous two years, 90 institutional investors and hedge funds held shares of Hurco Companies, Inc.. The most heavily invested institutionals were:
BRANDES INVESTMENT PARTNERS, LP: 591,406
Oppenheimer & Close, LLC: 457,180
Brooklands Fund Management Ltd: 354,068
DIMENSIONAL FUND ADVISORS LP: 346,738
AMERIPRISE FINANCIAL INC: 271,034
Peapod Lane Capital LLC: 244,868
68.29% of Hurco Companies, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.90 M shares in the last 24 months. This purchase volume represents approximately $91.66 M in transactions.