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 |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
932
shares
|
$262,646
0.01% of portfolio
|
Q2 2024
Added 7.62%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
925
shares
|
$260,674
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
924
shares
|
$260,392
0.14% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
924
shares
|
$260,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
923
shares
|
$260,110
0.09% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
923
shares
|
$260,110
0.04% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
923
shares
|
$260,110
0.01% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
920
shares
|
$259,265
0.02% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
920
shares
|
$259,265
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
914
shares
|
$257,574
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
911
shares
|
$256,728
0.06% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
910
shares
|
$256,447
0.01% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
908
shares
|
$255,883
0.01% of portfolio
|
Q4 2024
Added 43.22%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
903
shares
|
$254,474
0.06% of portfolio
|
Q4 2023
Reduced 13.84%
|
|
|
Oak Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
901
shares
|
$253,910
0.1% of portfolio
|
Q4 2022
Reduced 14.27%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
900
shares
|
$253,629
0.14% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
900
shares
|
$253,629
0.01% of portfolio
|
Q4 2024
Reduced 46.2%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
899
shares
|
$253,347
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
897
shares
|
$252,783
0.28% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
896
shares
|
$252,501
0.03% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
893
shares
|
$251,656
0.06% of portfolio
|
Q2 2023
Added 209.0%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
886
shares
|
$249,683
0.08% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
885
shares
|
$249,401
0.0% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
885
shares
|
$249,401
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
881
shares
|
$248,274
0.14% of portfolio
|
Q4 2024
Reduced 37.25%
|