Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,633 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 $42.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
15
shares
|
$5,577
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14
shares
|
$5,206
0.0% of portfolio
|
Q3 2024
Reduced 64.1%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
14
shares
|
$5,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$4,462
0.0% of portfolio
|
Q2 2023
Added 1816.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
11
shares
|
$4,090
0.0% of portfolio
|
Q4 2024
Reduced 35.29%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
9
shares
|
$3,346
0.0% of portfolio
|
Q2 2024
Reduced 43.75%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
9
shares
|
$3,346
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
7
shares
|
$2,603
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
7
shares
|
$2,603
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
7
shares
|
$2,603
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7
shares
|
$2,603
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$2,231
0.0% of portfolio
|
Q2 2024
Reduced 83.78%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
6
shares
|
$2,231
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6
shares
|
$2,231
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$1,859
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
5
shares
|
$1,859
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
5
shares
|
$1,859
0.0% of portfolio
|
Q4 2024
Reduced 93.33%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$1,487
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
4
shares
|
$1,487
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$1,115
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
3
shares
|
$1,115
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
3
shares
|
$1,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2
shares
|
$743
0.0% of portfolio
|
Q2 2023
Reduced 87.5%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
2
shares
|
$743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1
shares
|
$371
0.0% of portfolio
|
Q4 2024
New holding
|