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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
147
shares
|
$53,937
0.01% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
145
shares
|
$53,203
0.03% of portfolio
|
Q4 2024
Reduced 46.3%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
143
shares
|
$52,469
0.01% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
140
shares
|
$51,368
0.02% of portfolio
|
Q4 2021
Reduced 24.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
139
shares
|
$51,001
0.01% of portfolio
|
Q3 2023
Added 21.93%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
139
shares
|
$51,001
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
137
shares
|
$50,268
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
131
shares
|
$48,066
0.0% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
131
shares
|
$48,066
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
130
shares
|
$47,699
0.01% of portfolio
|
Q2 2020
Reduced 79.37%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
130
shares
|
$47,699
0.0% of portfolio
|
Q4 2024
Reduced 49.81%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
126
shares
|
$46,231
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
125
shares
|
$45,865
0.01% of portfolio
|
Q4 2024
Added 316.67%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
125
shares
|
$45,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
120
shares
|
$44,030
0.0% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
118
shares
|
$43,296
0.02% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
112
shares
|
$41,095
0.03% of portfolio
|
Q4 2024
Reduced 89.02%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
110
shares
|
$40,361
0.0% of portfolio
|
Q1 2021
Added 10.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
109
shares
|
$39,994
0.0% of portfolio
|
Q4 2024
Reduced 72.19%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
108
shares
|
$39,627
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
106
shares
|
$38,893
0.01% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
105
shares
|
$38,526
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
105
shares
|
$38,526
0.01% of portfolio
|
Q1 2024
Reduced 82.64%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
103
shares
|
$37,792
0.01% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
102
shares
|
$37,425
0.02% of portfolio
|
Q4 2024
New holding
|