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 |
|---|---|---|---|---|---|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
2,976
shares
|
$1.09 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,954
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
2,943
shares
|
$1.08 Million
0.53% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Feb 04, 2025 Q4 2024 |
2,942
shares
|
$1.08 Million
0.91% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
2,941
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,920
shares
|
$1.07 Million
0.24% of portfolio
|
Q1 2024
Reduced 12.18%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
2,901
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,894
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,873
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,868
shares
|
$1.05 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,854
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,850
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
2,810
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,804
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,796
shares
|
$1.03 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
2,796
shares
|
$1.03 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
2,790
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
2,786
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,784
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
2,773
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,755
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2023
Reduced 15.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,752
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,747
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,740
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 41.65%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
2,721
shares
|
$998,389
0.13% of portfolio
|
Q4 2024
Added 5.83%
|