Fund shareholders of Hurco Cos Inc
ISIN US4473241044 · United States · LEI XSC5XDOTBYOBQPOG2O82
- Fund shareholders
- 57
- Of which ETFs
- 16 41 other funds
- Value held
- 24.4M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Brandes Small Cap Value Fund Datum One Series Trust | 224,861 | 3.3M $ | 0.72 % | as of Mar 31, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 201,335 | 3.4M $ | 0.15 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 189,966 | 2.8M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 108,611 | 1.8M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Pinnacle Value Fund BERTOLET CAPITAL TRUST | 106,572 | 1.6M $ | 4.32 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 67,890 | 1.1M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 66,830 | 1.2M $ | 0.16 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 61,186 | 900K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 57,471 | 845.4K $ | 0.37 % | as of Mar 31, 2026 ↗ |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 47,736 | 800.1K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 40,830 | 684.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 40,067 | 589.4K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 28,196 | 499.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,089 | 454K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 22,557 | 331.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 21,939 | 367.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 21,412 | 358.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 15,945 | 234.6K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 14,936 | 219.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 14,812 | 217.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 13,129 | 193.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 13,000 | 191.2K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,845 | 215.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 11,114 | 196.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 10,833 | 181.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,600 | 155.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 10,551 | 176.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 8,657 | 153.3K $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 8,281 | 146.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,054 | 135K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,927 | 116.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,300 | 105.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 4,790 | 70.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 4,416 | 78.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,968 | 58.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 3,927 | 65.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,620 | 60.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 3,025 | 44.5K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 2,893 | 48.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,500 | 41.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 2,194 | 38.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 1,652 | 24.3K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,554 | 22.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,450 | 21.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 1,419 | 20.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,177 | 17.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 1,158 | 17K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,000 | 14.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 894 | 15K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 883 | 14.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 634 | 10.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 510 | 7.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 490 | 7.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 315 | 4.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 300 | 4.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 252 | 4.2K $ | as of Apr 30, 2026 ↗ | |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4 | 67 $ | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Pinnacle Value Fund BERTOLET CAPITAL TRUST | 4.32 % | as of Mar 31, 2026 ↗ |
| Brandes Small Cap Value Fund Datum One Series Trust | 0.72 % | as of Mar 31, 2026 ↗ |
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 0.37 % | as of Mar 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 0.24 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.16 % | as of Mar 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 0.16 % | as of Feb 28, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 0.15 % | as of Apr 30, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.15 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 0.11 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 0.10 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 57 | -1 | 1,545,557 | -0.3 % |
| 2026Q1 | 58 | -3 | 1,549,767 | +1.5 % |
| 2025Q4 | 61 | +1 | 1,527,605 | -0.7 % |
| 2025Q3 | 60 | -1 | 1,537,712 | -4.9 % |
| 2025Q2 | 61 | +1 | 1,616,557 | +7.5 % |
| 2025Q1 | 60 | +2 | 1,503,234 | +3.8 % |
| 2024Q4 | 58 | +1 | 1,448,046 | -6.6 % |
| 2024Q3 | 57 | -10 | 1,550,355 | -14.8 % |
| 2024Q2 | 67 | +3 | 1,820,566 | -6.1 % |
| 2024Q1 | 64 | +1 | 1,938,717 | -4.6 % |
| 2023Q4 | 63 | 2,032,264 |
Institutional managers
49 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | 591,406 | 8.7M $ | as of Mar 31, 2026 |
| Oppenheimer & Close, LLC | 457,180 | 6.7M $ | as of Mar 31, 2026 |
| Brooklands Fund Management Ltd | 354,068 | 5.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 346,738 | 5.1M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 271,034 | 4M $ | as of Mar 31, 2026 |
| Peapod Lane Capital LLC | 244,868 | 3.6M $ | as of Mar 31, 2026 |
| Meros Investment Management, LP | 211,539 | 3.1M $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 200,068 | 2.9M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 171,061 | 2.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 160,670 | 2.4M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 120,900 | 1.8M $ | as of Mar 31, 2026 |
| Invenomic Capital Management LP | 116,728 | 1.7M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 91,448 | 1.3M $ | as of Mar 31, 2026 |
| George Kaiser Family Foundation | 80,644 | 1.2M $ | as of Mar 31, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 68,979 | 1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 62,580 | 920.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 60,098 | 884K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 50,644 | 745K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 50,329 | 740.3K $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 34,988 | 513 $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 30,386 | 447K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 24,270 | 357K $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 23,694 | 348.5K $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 22,900 | 336.9K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 22,690 | 333.8K $ | as of Mar 31, 2026 |
Declared shareholders of Hurco Cos Inc
3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | 9.20 % | 591,881 | as of Mar 31, 2026 · SCHEDULE 13G |
| P. Oppenheimer Investment Parternship, LP and 3 others | 7.14 % | 460,350 | as of Mar 31, 2026 · SCHEDULE 13G |
| Brooklands Fund Management Ltd | 5.50 % | 354,068 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Hurco Cos Inc". https://titelia.com/en/stocks/hurco-cos-inc-US4473241044