Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,715 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 $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
26
shares
|
$9,994
0.01% of portfolio
|
Q2 2024
Reduced 65.79%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
26
shares
|
$9,994
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
26
shares
|
$9,994
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
25
shares
|
$9,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
25
shares
|
$9,609
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
23
shares
|
$8,840
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
23
shares
|
$8,840
0.0% of portfolio
|
Q2 2024
Added 15.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
23
shares
|
$8,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
22
shares
|
$8,456
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
21
shares
|
$8,072
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
20
shares
|
$7,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
20
shares
|
$7,687
0.0% of portfolio
|
Q4 2024
Reduced 70.59%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
19
shares
|
$7,303
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
18
shares
|
$6,919
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
18
shares
|
$6,919
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
18
shares
|
$6,919
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
18
shares
|
$6,919
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
18
shares
|
$6,919
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
17
shares
|
$6,534
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15
shares
|
$5,765
0.0% of portfolio
|
Q4 2024
Reduced 91.85%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
15
shares
|
$5,765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
15
shares
|
$5,765
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
14
shares
|
$5,381
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
14
shares
|
$5,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
14
shares
|
$5,381
0.0% of portfolio
|
Q4 2024
New holding
|