Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,580 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 $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
15
shares
|
$5,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
15
shares
|
$5,307
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14
shares
|
$4,953
0.0% of portfolio
|
Q3 2024
Reduced 64.1%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$4,246
0.0% of portfolio
|
Q2 2023
Added 1816.67%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
9
shares
|
$3,184
0.0% of portfolio
|
Q2 2024
Reduced 43.75%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
9
shares
|
$3,184
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Oct 21, 2024 Q3 2024 |
9
shares
|
$3,184
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
7
shares
|
$2,476
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
7
shares
|
$2,476
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$2,123
0.0% of portfolio
|
Q2 2024
Reduced 83.78%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
6
shares
|
$2,123
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
5
shares
|
$1,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$1,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
4
shares
|
$1,415
0.0% of portfolio
|
Q1 2024
Reduced 92.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
4
shares
|
$1,415
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
4
shares
|
$1,415
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$1,061
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
3
shares
|
$1,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
3
shares
|
$1,061
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
3
shares
|
$1,061
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
3
shares
|
$1,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3
shares
|
$1,061
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
3
shares
|
$1,061
0.0% of portfolio
|
Q4 2023
Reduced 85.71%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2
shares
|
$707
0.0% of portfolio
|
Q2 2023
Reduced 87.5%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
2
shares
|
$707
0.0% of portfolio
|
Q3 2024
New holding
|