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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,821
shares
|
$682,947
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
1,819
shares
|
$682,197
0.07% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
1,805
shares
|
$676,947
0.01% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
1,800
shares
|
$675,072
0.13% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,790
shares
|
$671,321
0.06% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
1,785
shares
|
$669,446
0.15% of portfolio
|
Q3 2023
Reduced 5.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,779
shares
|
$667,196
0.01% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
1,777
shares
|
$666,446
0.07% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,758
shares
|
$659,320
0.02% of portfolio
|
Q3 2024
Reduced 18.12%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
1,751
shares
|
$656,695
0.03% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
1,746
shares
|
$654,819
0.24% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
1,745
shares
|
$654,444
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,743
shares
|
$653,694
0.06% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
1,740
shares
|
$652,569
0.01% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,739
shares
|
$652,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,738
shares
|
$651,819
0.01% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,730
shares
|
$648,819
0.12% of portfolio
|
Q1 2024
Added 20.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,729
shares
|
$648,444
0.15% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
1,723
shares
|
$646,193
0.08% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,722
shares
|
$645,818
0.03% of portfolio
|
Q3 2022
Added 3.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,715
shares
|
$643,193
0.03% of portfolio
|
Q4 2023
Reduced 5.2%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,707
shares
|
$640,193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,700
shares
|
$637,568
0.57% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
1,692
shares
|
$634,567
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,686
shares
|
$632,317
0.03% of portfolio
|
Q3 2024
Added 50.13%
|