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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,800
shares
|
$648,846
0.13% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
1,793
shares
|
$646,322
0.1% of portfolio
|
Q4 2024
Added 27.43%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
1,790
shares
|
$645,241
0.04% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,785
shares
|
$643,438
0.16% of portfolio
|
Q3 2023
Reduced 5.31%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,773
shares
|
$639,113
0.17% of portfolio
|
Q4 2024
Reduced 40.36%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
1,770
shares
|
$638,031
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,766
shares
|
$636,590
0.08% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
1,759
shares
|
$634,066
0.07% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
1,755
shares
|
$632,624
0.42% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,748
shares
|
$630,101
0.16% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,745
shares
|
$629,020
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,739
shares
|
$626,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
1,737
shares
|
$626,136
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,734
shares
|
$625,054
0.16% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,731
shares
|
$623,973
0.03% of portfolio
|
Q4 2024
Added 29.37%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,730
shares
|
$623,613
0.12% of portfolio
|
Q1 2024
Added 20.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,729
shares
|
$623,252
0.2% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
1,726
shares
|
$622,171
0.09% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,724
shares
|
$621,450
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,723
shares
|
$621,089
0.02% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,722
shares
|
$620,729
0.02% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,722
shares
|
$620,729
0.03% of portfolio
|
Q3 2022
Added 3.11%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
1,721
shares
|
$620,368
0.27% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,715
shares
|
$618,206
0.03% of portfolio
|
Q4 2023
Reduced 5.2%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,700
shares
|
$612,799
0.57% of portfolio
|
Q2 2022
Reduced 0.76%
|