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 |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
1,011
shares
|
$370,956
0.14% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
1,010
shares
|
$370,589
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,004
shares
|
$368,387
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
1,002
shares
|
$367,653
0.07% of portfolio
|
Q2 2023
Added 3.09%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
1,002
shares
|
$367,653
0.05% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
1,001
shares
|
$367,286
0.01% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$366,920
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$366,920
0.25% of portfolio
|
Q1 2022
Reduced 1.57%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$366,920
0.01% of portfolio
|
Q2 2024
Reduced 66.77%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$366,920
0.22% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
998
shares
|
$366,186
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
994
shares
|
$364,718
0.09% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
994
shares
|
$364,718
0.11% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
989
shares
|
$362,883
0.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
989
shares
|
$362,883
0.01% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
987
shares
|
$362,150
0.03% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
987
shares
|
$362,150
0.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
985
shares
|
$361,416
0.14% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
982
shares
|
$360,315
0.01% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
981
shares
|
$359,948
0.03% of portfolio
|
Q4 2023
Reduced 23.18%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
975
shares
|
$357,747
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
975
shares
|
$357,747
0.06% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
974
shares
|
$357,380
0.04% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
971
shares
|
$356,279
0.12% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
966
shares
|
$354,444
0.01% of portfolio
|
Q4 2024
Added 5.92%
|