Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,763 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,727
shares
|
$1.95 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,699
shares
|
$1.94 Million
0.07% of portfolio
|
Q1 2025
Added 152.39%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
May 12, 2025 Q1 2025 |
5,677
shares
|
$1.93 Million
1.13% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
5,674
shares
|
$1.93 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,651
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
5,649
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
5,631
shares
|
$1.92 Million
0.06% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,613
shares
|
$1.91 Million
0.06% of portfolio
|
Q4 2024
Added 81.47%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
5,598
shares
|
$1.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,595
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
5,584
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Edmp, Inc.
|
Apr 23, 2025 Q1 2025 |
5,528
shares
|
$1.88 Million
1.48% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
5,528
shares
|
$1.88 Million
0.53% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
5,489
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Added 567.76%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
5,470
shares
|
$1.86 Million
0.79% of portfolio
|
Q1 2024
Added 1.86%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
5,465
shares
|
$1.86 Million
0.01% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
5,454
shares
|
$1.86 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
5,435
shares
|
$1.85 Million
0.81% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
5,421
shares
|
$1.84 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
5,400
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2020
Reduced 60.0%
|
|
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
Feb 13, 2023 Q4 2022 |
5,382
shares
|
$1.83 Million
2.58% of portfolio
|
Q4 2022
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
5,356
shares
|
$1.82 Million
0.04% of portfolio
|
Q1 2025
Reduced 64.76%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
5,344
shares
|
$1.82 Million
1.31% of portfolio
|
Q1 2025
Added 729.81%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,341
shares
|
$1.82 Million
0.46% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
5,338
shares
|
$1.82 Million
0.36% of portfolio
|
Q4 2024
Added 2.01%
|