Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,719 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 $41.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
3,801
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
3,795
shares
|
$1.37 Million
0.5% of portfolio
|
Q4 2024
Added 82.54%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
3,755
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
3,749
shares
|
$1.35 Million
0.43% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
3,749
shares
|
$1.35 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
3,744
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,732
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,718
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,706
shares
|
$1.34 Million
0.06% of portfolio
|
Q4 2022
Reduced 22.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,704
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
3,699
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,690
shares
|
$1.33 Million
0.86% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,687
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,669
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,666
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 23.85%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
3,639
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,614
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 49.02%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,585
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2023
Added 1.27%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
3,568
shares
|
$1.29 Million
1.16% of portfolio
|
Q4 2024
Reduced 32.58%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
3,561
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,552
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
3,550
shares
|
$1.28 Million
0.25% of portfolio
|
Q3 2020
Added 7.58%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
3,522
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 95.77%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,519
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Wahed Invest LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,512
shares
|
$1.27 Million
0.21% of portfolio
|
Q4 2024
Added 5.85%
|