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Hurco Companies Inc (HURC)

CUSIP: 447324104 | NYSE | Industrials · Specialty Industrial Machinery | Micro Cap | 273 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GCarl K. Oppenheimer
with P. Oppenheimer Investment Parternship, LP, Oppvest, LLC, Oppenheimer + Close, LLC
460,4997.1%+285Sep 30, 2026No 13F filer matched
13GCarl K. Oppenheimer460,499
7.1% of class · Sep 30, 2026+285
with P. Oppenheimer Investment Parternship, LP, Oppvest, LLC, Oppenheimer + Close, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Brooklands Fund Management Ltd354,068
1.0% of portfolio›$7.7M
Dimensional Fund Advisors LP309,987
0.0% of portfolio›$6.7M
Peapod Lane Capital LLC250,425
4.0% of portfolio›$5.4M
IFP Advisors, Inc200,068
0.1% of portfolio›$4.3M
Bank of New York Mellon Corp28,861
0.0% of portfolio›$624.0K
Jefferies Financial Group Inc.10,000
0.0% of portfolio›$216.2K
State of Wyoming4,684
0.0% of portfolio›$101.3K
Citigroup Inc2,078
0.0% of portfolio›$44.9K
Fifth Third Bancorp468
0.0% of portfolio›$10.1K
Farther Finance Advisors, LLC14
0.0% of portfolio›$303
Lanark Financial, Inc.11
0.0% of portfolio›$238
StyleTurnoverLocationFiled
Brooklands Fund Management Ltd
354,068$7.7M1.0%GARPHighLondon, United Kingdom2026-10-28
Dimensional Fund Advisors LP
309,987$6.7M0.0%IndexLowAustin, TX2026-11-04
Peapod Lane Capital LLC
250,425$5.4M4.0%Deep ValueMediumBedford Hills, NY2026-10-22
IFP Advisors, Inc
200,068$4.3M0.1%GrowthLowTampa, FL2026-10-16
Bank of New York Mellon Corp
28,861$624.0K0.0%CoreLowNew York, NY2026-11-05
Jefferies Financial Group Inc.
10,000$216.2K0.0%CoreVery HighNew York, NY2026-11-05
State of Wyoming
4,684$101.3K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
2,078$44.9K0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Bancorp
468$10.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
14$3030.0%IndexLowSan Francisco, CA2026-10-08
Lanark Financial, Inc.
11$2380.0%CoreMediumBirmingham, AL2026-10-26