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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
101
shares
|
$37,058
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$36,692
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$36,692
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
100
shares
|
$36,692
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
98
shares
|
$35,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
97
shares
|
$35,591
0.01% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
87
shares
|
$31,922
0.0% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
87
shares
|
$31,922
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
87
shares
|
$31,922
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
86
shares
|
$31,555
0.0% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
86
shares
|
$31,555
0.01% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
86
shares
|
$31,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
83
shares
|
$30,454
0.0% of portfolio
|
Q4 2024
Added 48.21%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
82
shares
|
$30,087
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
82
shares
|
$30,087
0.01% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
81
shares
|
$29,720
0.02% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
80
shares
|
$29,353
0.0% of portfolio
|
Q3 2024
Reduced 75.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
79
shares
|
$28,986
0.0% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
79
shares
|
$28,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
77
shares
|
$28,252
0.01% of portfolio
|
Q4 2024
Added 20.31%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
77
shares
|
$28,252
0.0% of portfolio
|
Q4 2024
Added 208.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
77
shares
|
$28,252
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
75
shares
|
$27,519
0.01% of portfolio
|
Q4 2024
Added 59.57%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
75
shares
|
$27,519
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
75
shares
|
$27,519
0.02% of portfolio
|
Q4 2024
Added 1.35%
|