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 |
|---|---|---|---|---|---|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
5,649
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,613
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2024
Added 81.47%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
5,552
shares
|
$2.04 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Jan 31, 2025 Q4 2024 |
5,533
shares
|
$2.03 Million
1.23% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
5,483
shares
|
$2.01 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
5,470
shares
|
$2.01 Million
0.79% of portfolio
|
Q1 2024
Added 1.86%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
5,464
shares
|
$2 Million
0.07% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
5,454
shares
|
$2 Million
0.31% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
5,400
shares
|
$1.98 Million
0.02% of portfolio
|
Q4 2020
Reduced 60.0%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
5,382
shares
|
$1.97 Million
2.58% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
5,370
shares
|
$1.97 Million
0.09% of portfolio
|
Q4 2024
Reduced 69.32%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,347
shares
|
$1.96 Million
0.03% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
5,342
shares
|
$1.96 Million
0.89% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
5,338
shares
|
$1.96 Million
0.39% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,334
shares
|
$1.96 Million
0.29% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,312
shares
|
$1.95 Million
0.1% of portfolio
|
Q4 2024
Added 21.58%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
5,310
shares
|
$1.95 Million
0.68% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,302
shares
|
$1.95 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
5,260
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
5,208
shares
|
$1.91 Million
0.63% of portfolio
|
Q4 2024
Added 147.41%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,196
shares
|
$1.91 Million
0.37% of portfolio
|
Q4 2024
Added 16.79%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
5,187
shares
|
$1.9 Million
0.08% of portfolio
|
Q4 2024
Added 54.33%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
5,131
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
5,108
shares
|
$1.87 Million
1.28% of portfolio
|
Q3 2022
Added 0.71%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,071
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Added 341.34%
|