Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,730 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $32.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
14,545
shares
|
$4.1 Million
2.67% of portfolio
|
Q4 2024
Reduced 22.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
14,494
shares
|
$4.08 Million
0.02% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
14,457
shares
|
$4.07 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
14,318
shares
|
$4.03 Million
0.17% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
14,245
shares
|
$4.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Qv Investors Inc.
|
Apr 09, 2025 Q1 2025 |
14,215
shares
|
$4.01 Million
0.45% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
14,184
shares
|
$4 Million
0.11% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
13,983
shares
|
$3.94 Million
1.22% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
13,887
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,863
shares
|
$3.91 Million
0.76% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Albar Capital Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
13,771
shares
|
$3.88 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Assenagon Asset Management S.A.
|
Apr 15, 2025 Q1 2025 |
13,666
shares
|
$3.85 Million
0.01% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
13,506
shares
|
$3.81 Million
0.33% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
13,357
shares
|
$3.76 Million
1.43% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
13,242
shares
|
$3.73 Million
0.06% of portfolio
|
Q4 2024
Added 32.09%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
13,150
shares
|
$3.71 Million
0.25% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
13,131
shares
|
$3.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
13,002
shares
|
$3.66 Million
0.09% of portfolio
|
Q4 2024
Added 46.3%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
12,962
shares
|
$3.65 Million
0.02% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
12,927
shares
|
$3.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
12,910
shares
|
$3.64 Million
0.04% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,816
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
12,810
shares
|
$3.61 Million
3.92% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
12,778
shares
|
$3.6 Million
1.84% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
12,774
shares
|
$3.6 Million
0.49% of portfolio
|
Q4 2024
New holding
|