Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,578 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
4,532
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
4,528
shares
|
$1.68 Million
0.32% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,488
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,464
shares
|
$1.66 Million
1.0% of portfolio
|
Q1 2023
Added 6.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,457
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 29.54%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,454
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,449
shares
|
$1.65 Million
0.26% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
4,403
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
4,400
shares
|
$1.63 Million
0.54% of portfolio
|
Q2 2024
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
4,400
shares
|
$1.63 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
4,378
shares
|
$1.62 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
4,373
shares
|
$1.62 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
4,369
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,352
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2022
Added 16.46%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
4,345
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,335
shares
|
$1.61 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,290
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2024
Added 3.62%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,289
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 51.72%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,276
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
4,254
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
4,213
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,201
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,146
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,093
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.26%
|