Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,718 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $42.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
7,828
shares
|
$2.87 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,820
shares
|
$2.87 Million
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
7,766
shares
|
$2.85 Million
0.93% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
7,758
shares
|
$2.85 Million
1.61% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
7,715
shares
|
$2.83 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,706
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
7,632
shares
|
$2.8 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
7,590
shares
|
$2.78 Million
0.14% of portfolio
|
Q3 2022
Added 60.53%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,579
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
7,570
shares
|
$2.78 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,544
shares
|
$2.77 Million
0.15% of portfolio
|
Q4 2024
Added 24.1%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,531
shares
|
$2.76 Million
0.08% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
7,522
shares
|
$2.76 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
7,515
shares
|
$2.76 Million
1.13% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
7,499
shares
|
$2.75 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
7,493
shares
|
$2.75 Million
0.15% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
7,476
shares
|
$2.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
7,466
shares
|
$2.74 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,411
shares
|
$2.72 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
7,400
shares
|
$2.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
7,393
shares
|
$2.71 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,385
shares
|
$2.71 Million
0.07% of portfolio
|
Q3 2023
Added 23.68%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
7,346
shares
|
$2.7 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
7,314
shares
|
$2.68 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
7,295
shares
|
$2.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.55%
|