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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
903
shares
|
$331,328
0.06% of portfolio
|
Q4 2023
Reduced 13.84%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
901
shares
|
$330,594
0.12% of portfolio
|
Q4 2022
Reduced 14.27%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
900
shares
|
$330,228
0.14% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
900
shares
|
$330,228
0.01% of portfolio
|
Q4 2024
Reduced 46.2%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
897
shares
|
$329,127
0.28% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
896
shares
|
$328,760
0.03% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
893
shares
|
$327,659
0.06% of portfolio
|
Q2 2023
Added 209.0%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
886
shares
|
$325,091
0.08% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
885
shares
|
$324,724
0.0% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
885
shares
|
$324,724
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
881
shares
|
$323,256
0.14% of portfolio
|
Q4 2024
Reduced 37.25%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
880
shares
|
$322,889
0.07% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
864
shares
|
$317,018
0.03% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
863
shares
|
$316,651
0.14% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Wilkinson Global Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
860
shares
|
$315,551
0.02% of portfolio
|
Q1 2024
Reduced 13.13%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
854
shares
|
$313,349
0.0% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
851
shares
|
$312,248
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
850
shares
|
$311,882
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
850
shares
|
$311,882
0.11% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
844
shares
|
$309,680
0.03% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
842
shares
|
$308,946
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
842
shares
|
$308,946
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
841
shares
|
$308,579
0.03% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
839
shares
|
$307,845
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
837
shares
|
$307,112
0.02% of portfolio
|
Q3 2024
Added 2.45%
|