Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,580 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 $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
40
shares
|
$15,108
0.01% of portfolio
|
Q3 2024
Added 73.91%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
39
shares
|
$14,731
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
38
shares
|
$14,353
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
32
shares
|
$12,087
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30
shares
|
$11,331
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
30
shares
|
$11,331
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
30
shares
|
$11,331
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
30
shares
|
$11,331
0.0% of portfolio
|
Q3 2023
Reduced 66.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
28
shares
|
$10,576
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
27
shares
|
$10,198
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
26
shares
|
$9,820
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
26
shares
|
$9,820
0.01% of portfolio
|
Q2 2024
Reduced 65.79%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
25
shares
|
$9,443
0.0% of portfolio
|
Q3 2024
Reduced 69.51%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
23
shares
|
$8,687
0.0% of portfolio
|
Q2 2024
Added 15.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
22
shares
|
$8,309
0.0% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
21
shares
|
$7,932
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
19
shares
|
$7,176
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
18
shares
|
$6,798
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
18
shares
|
$6,798
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
18
shares
|
$6,798
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
18
shares
|
$6,798
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
17
shares
|
$6,421
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
17
shares
|
$6,421
0.0% of portfolio
|
Q3 2024
Added 750.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
17
shares
|
$6,421
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
15
shares
|
$5,665
0.01% of portfolio
|
Q1 2024
New holding
|