As of November 8, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Hurco Companies, Inc. The largest reported stake is Carl K. Oppenheimer's, at 7.11%. 15 filings are on record since July 31, 2025 (Schedule 13G, November 2, 2026).
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Key facts
- · Reporting person: P. Oppenheimer Investment Parternship, LP · Sole voting: 256,161 · Shared voting: 0 · Sole dispositive: 256,161 · Shared dispositive: 0 · SCHEDULE 13G, 2026-11-02
- · Reporting person: Brandes Investment Partners, LP · Sole voting: 0 · Shared voting: 394,986 · Sole dispositive: 0 · Shared dispositive: 417,517 · SCHEDULE 13G/A, 2026-08-13
- · Holder: Carl K. Oppenheimer · Percent: 7.12% · SCHEDULE 13G
- · Reporting person: Dimensional Fund Advisors LP · Sole voting: 308,923 · Shared voting: 0 · Sole dispositive: 316,214 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-14
- · Holder: Brooklands Fund Management Ltd · Percent: 5.5% · SCHEDULE 13G
Hurco Companies, Inc. has 15 Schedule 13D or 13G filings on record since 2025-07-31. 3 holders' latest filing reports 5% or more of common stock, no par value. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 7.11% | 460,499 | SCHEDULE 13G, 2026-11-02 | 2026-09-30 | |
| Brandes Investment Partners, LP | 6.4% | 417,517 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Brooklands Fund Management Ltd | 5.5% | 354,068 | SCHEDULE 13G, 2026-05-18 | 2026-03-31 |
| Dimensional Fund Advisors LP | 4.9% | 316,214 | SCHEDULE 13G/A, 2026-07-14 | 2026-06-30 |
| Polar Asset Management Partners Inc. | 4.4% | 280,986 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| Bank Of Montreal | 0.67% | 43,039 | SCHEDULE 13G/A, 2025-11-13 | 2025-09-30 |
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More on Hurco Companies, Inc. and the records around it.
Hurco Companies, Inc. elsewhere on the record
Companies that share a holder
- P. Oppenheimer Investment Parternship, LP also filed stake reports on 3 other companies: SEACOR Marine Holdings Inc. (Nov 2026), Gouverneur Bancorp, Inc. (Feb 2026)
- BRANDES INVESTMENT PARTNERS, LP also filed stake reports on 26 other companies: Globant S.A. (Oct 2026), American Outdoor Brands, Inc. (Aug 2026), Innovex International, Inc. (Aug 2026)
- BANK OF MONTREAL also filed stake reports on 49 other companies: Akari Therapeutics Plc (Aug 2026), Alarm.com Holdings, Inc. (Aug 2026), North American Construction Group Ltd. (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| P. Oppenheimer Investment Parternship, LP | 256,161 | 0 | 256,161 | 0 | SCHEDULE 13G, 2026-11-02 |
| Oppenheimer + Close, LLC | 53,611 | 0 | 53,611 | 0 | SCHEDULE 13G, 2026-11-02 |
| Oppvest, LLC | 256,161 | 0 | 256,161 | 0 | SCHEDULE 13G, 2026-11-02 |
| Carl K. Oppenheimer | 309,772 | 0 | 309,772 | 0 | SCHEDULE 13G, 2026-11-02 |
| Brandes Investment Partners, LP | 0 | 394,986 | 0 | 417,517 | SCHEDULE 13G/A, 2026-08-13 |
| Dimensional Fund Advisors LP | 308,923 | 0 | 316,214 | 0 | SCHEDULE 13G/A, 2026-07-14 |
The latest filing identifies Hurco Companies, Inc. by CUSIP 447324104 and gives its principal executive office as One Technology Way, Indianapolis, IN 46268 (SCHEDULE 13G, 2026-11-02).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-31 | Bank Of Montreal | 6.18% | SCHEDULE 13G/A |
| 2025-08-07 | Polar Asset Management Partners Inc. | 9.4% | SCHEDULE 13G/A |
| 2025-10-09 | Dimensional Fund Advisors LP | 6.1% | SCHEDULE 13G/A |
| 2025-11-12 | Brandes Investment Partners, LP | 7.7% | SCHEDULE 13G/A |
| 2025-11-13 | Bank Of Montreal | 0.67% | SCHEDULE 13G/A |
| 2025-11-14 | Carl K. Oppenheimer | 6.18% | SCHEDULE 13G |
| 2025-11-14 | Polar Asset Management Partners Inc. | 4.4% | SCHEDULE 13G/A |
| 2026-02-10 | Carl K. Oppenheimer | 6.71% | SCHEDULE 13G |
| 2026-04-21 | Carl K. Oppenheimer | 7.14% | SCHEDULE 13G |
| 2026-05-14 | Brandes Investment Partners, LP | 9.2% | SCHEDULE 13G/A |
| 2026-05-18 | Brooklands Fund Management Ltd | 5.5% | SCHEDULE 13G |
| 2026-07-14 | Dimensional Fund Advisors LP | 4.9% | SCHEDULE 13G/A |
| 2026-08-11 | Carl K. Oppenheimer | 7.12% | SCHEDULE 13G |
| 2026-08-13 | Brandes Investment Partners, LP | 6.4% | SCHEDULE 13G/A |
| 2026-11-02 | Carl K. Oppenheimer | 7.11% | SCHEDULE 13G |
Questions about who owns Hurco Companies, Inc.
Who owns Hurco Companies, Inc.?
On this page, 3 holders' latest ownership filings report 5% or more of Hurco Companies, Inc.: Carl K. Oppenheimer (7.11%, Schedule 13G, filed 2026-11-02), Brandes Investment Partners, LP (6.4%, Schedule 13G/A, filed 2026-08-13) and Brooklands Fund Management Ltd (5.5%, Schedule 13G, filed 2026-05-18).
Who are the largest shareholders of Hurco Companies, Inc.?
By the share each holder's latest filing reports, the largest holders of Hurco Companies, Inc. on this page are Carl K. Oppenheimer (7.11%), Brandes Investment Partners, LP (6.4%) and Brooklands Fund Management Ltd (5.5%).
When did Carl K. Oppenheimer buy into Hurco Companies, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Carl K. Oppenheimer on this page is the Schedule 13G, filed 2025-11-14, reporting 6.18%; its latest, Schedule 13G filed 2026-11-02, reports 7.11%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 15 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.