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Cummins (CMI) Institutional Ownership

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$367.18 +0.84 (+0.23%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Cummins (NYSE:CMI)

Current
Institutional Ownership
Percentage
83.46%
Number of
Institutional Buyers
(last 12 months)
771
Total
Institutional Inflows
(last 12 months)
$4.65B
Number of
Institutional Sellers
(last 12 months)
593
Total
Institutional Outflows
(last 12 months)
$2.44B
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CMI Institutional Buying and Selling by Quarter

Cummins Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Novare Capital Management LLC38,031$13.26M1.1%-3.6%0.028%
1/21/2025Applied Capital LLC FL6,525$2.28M1.8%-0.7%0.005%
1/21/2025Archford Capital Strategies LLC833$290K0.0%-8.6%0.001%
1/21/2025Precedent Wealth Partners LLC4,675$1.63M0.5%+3.0%0.003%
1/21/2025Olstein Capital Management L.P.11,250$3.92M0.7%-55.0%0.008%
1/21/2025Patton Albertson Miller Group LLC24,368$8.50M1.1%+0.5%0.018%
1/21/2025Jacksonville Wealth Management LLC851$297K0.3%N/A0.001%
1/21/2025Flagship Harbor Advisors LLC625$218K0.0%N/A0.000%
1/21/2025Advocate Group LLC22,605$7.88M1.5%-2.4%0.016%
1/21/2025AEGON ASSET MANAGEMENT UK Plc211,792$73.83M1.0%+43.2%0.154%
1/21/2025GSB Wealth Management LLC8,895$3.10M0.8%-4.9%0.006%
1/21/2025Geneos Wealth Management Inc.6,991$2.44M0.1%+3.0%0.005%
1/21/2025Dynamic Advisor Solutions LLC1,483$517K0.0%-2.7%0.001%
1/21/2025Fifth Third Bancorp93,386$32.55M0.1%-2.3%0.068%
1/21/2025Carr Financial Group Corp1,095$382K0.1%-8.1%0.001%
1/21/2025McGuire Investment Group LLC18,181$6.34M0.9%+0.5%0.013%
1/21/2025Goelzer Investment Management Inc.3,699$1.29M0.1%+4.5%0.003%
1/21/2025Harel Insurance Investments & Financial Services Ltd.130$45K0.0%-49.8%0.000%
1/21/2025CX Institutional1,802$628K0.0%+12.3%0.001%
1/21/2025St. Johns Investment Management Company LLC5,062$1.77M0.8%+2.1%0.004%
1/21/2025LexAurum Advisors LLC1,111$387K0.1%+5.3%0.001%
1/21/2025RFG Advisory LLC2,850$994K0.0%-10.8%0.002%
1/21/2025Silver Lake Advisory LLC1,321$461K0.2%-12.7%0.001%
1/21/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH4,324$1.51M0.0%-30.8%0.003%
1/21/2025Cornerstone Wealth Management LLC3,306$1.15M0.1%-1.4%0.002%
1/21/2025Brighton Jones LLC2,112$736K0.0%+4.1%0.002%
1/21/2025Montecito Bank & Trust2,901$1.01M0.2%-3.1%0.002%
1/17/2025 Capital Planning Advisors LLC610$213K0.0%N/A0.000%
1/17/2025 Cardinal Capital Management Inc.111,207$38.77M1.3%-1.0%0.081%
1/17/2025 Mutual Advisors LLC2,418$886K0.0%-6.2%0.002%
1/17/2025 Traynor Capital Management Inc.7,466$2.60M0.2%-10.9%0.005%
1/17/2025 Wesbanco Bank Inc.2,106$734K0.0%+5.4%0.002%
1/17/2025 Janney Montgomery Scott LLC42,985$14.99M0.0%+9.7%0.031%
1/17/2025 SG Americas Securities LLC2,163$754K0.0%-95.3%0.002%
1/17/2025 Daymark Wealth Partners LLC6,894$2.40M0.1%-2.4%0.005%
1/17/2025 Global Trust Asset Management LLC75$26K0.0%+59.6%0.000%
1/17/2025 Missouri Trust & Investment Co1,090$380K0.1%+3.8%0.001%
1/17/2025 Dakota Wealth Management39,485$13.76M0.3%+9.1%0.029%
1/17/2025 Barlow Wealth Partners Inc.47,428$17.11M2.2%+2.5%0.035%
1/17/2025 XML Financial LLC9,713$3.39M0.3%-6.3%0.007%
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1/17/2025 Nisa Investment Advisors LLC122,616$42.74M0.2%+90.8%0.089%
1/17/2025 Simon Quick Advisors LLC958$334K0.0%+12.4%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH753$262K0.0%-4.3%0.001%
1/17/2025 Atomi Financial Group Inc.1,731$603K0.0%+29.4%0.001%
1/17/2025 Transform Wealth LLC38,284$13.35M0.7%+6.4%0.028%
1/17/2025 Perpetual Ltd2,130$743K0.0%+88.5%0.002%
1/16/2025 Lmcg Investments LLC39,250$13.68M0.8%-2.1%0.029%
1/16/2025 Hamlin Capital Management LLC520,188$181.34M4.5%-0.7%0.379%
1/16/2025 Crossmark Global Holdings Inc.10,167$3.54M0.1%+26.8%0.007%
1/16/2025 Ballentine Partners LLC2,506$874K0.0%+5.3%0.002%
1/16/2025 Culbertson A N & Co. Inc.35,857$12.50M2.0%-0.3%0.026%
1/16/2025 Koshinski Asset Management Inc.1,372$478K0.0%+13.4%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB8,367$2.92M0.1%-21.4%0.006%
1/16/2025 UMB Bank n.a.2,079$725K0.0%+3.1%0.002%
1/16/2025 Strong Tower Advisory Services6,726$2.35M0.6%+2.6%0.005%
1/16/2025 Thrive Wealth Management LLC1,527$532K0.1%-7.2%0.001%
1/16/2025 Diversify Wealth Management LLC606$215K0.0%N/A0.000%
1/16/2025 Eldred Rock Partners LLC33,055$11.52M3.9%+0.5%0.024%
1/16/2025 City Holding Co.17,039$5.94M0.8%+0.9%0.012%
1/16/2025 Mandatum Life Insurance Co Ltd620$216K0.1%-12.7%0.000%
1/16/2025 Kaydan Wealth Management Inc.595$207K0.1%N/A0.000%
1/16/2025 Brady Martz Wealth Solutions LLC1,022$372K0.1%N/A0.001%
1/16/2025 Renaissance Investment Group LLC575$200K0.0%N/A0.000%
1/16/2025 Artemis Investment Management LLP6,506$2.27M0.0%N/A0.005%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.627$219K0.1%-14.1%0.000%
1/16/2025 Arbor Trust Wealth Advisors LLC1,370$478K0.2%-18.0%0.001%
1/16/2025 Romano Brothers AND Company10,363$3.61M0.5%-0.5%0.008%
1/16/2025 Clarius Group LLC965$336K0.0%-15.9%0.001%
1/15/2025 J2 Capital Management Inc1,877$654K0.6%N/A0.001%
1/15/2025 Aaron Wealth Advisors LLC1,326$462K0.1%+25.8%0.001%
1/15/2025 Astoria Portfolio Advisors LLC.1,106$403K0.1%+5.1%0.001%
1/15/2025 Smith Salley Wealth Management1,470$512K0.0%-9.1%0.001%
1/15/2025 Financial Management Professionals Inc.1,766$616K0.1%+9.0%0.001%
1/15/2025 Ameritas Advisory Services LLC3,192$1.11M0.0%+15.1%0.002%
1/15/2025 HB Wealth Management LLC2,954$1.03M0.0%-3.7%0.002%
1/15/2025 Sara Bay Financial4,521$1.58M0.6%+3.3%0.003%
1/15/2025 Trust Co. of Vermont10,941$3.81M0.2%+85.5%0.008%
1/15/2025 Wallington Asset Management LLC34,073$11.88M1.7%-0.4%0.025%
1/15/2025 Premier Path Wealth Partners LLC1,368$477K0.1%+5.8%0.001%
1/15/2025 Sanibel Captiva Trust Company Inc.61,419$21.41M0.7%-3.4%0.045%
1/15/2025 Verity & Verity LLC35,192$12.27M1.1%+1.6%0.026%
1/15/2025 Arkadios Wealth Advisors7,544$2.63M0.1%+24.1%0.005%
1/15/2025 Lake Street Private Wealth LLC1,130$394K0.1%-12.1%0.001%
1/15/2025 DB Fitzpatrick & Co Inc3,568$1.24M1.1%-32.6%0.003%
1/15/2025 Atwater Malick LLC35,693$12.44M4.2%-1.1%0.026%
1/15/2025 Brooklyn Investment Group663$231K0.1%+11.1%0.000%
1/15/2025 Whitener Capital Management Inc.4,777$1.67M0.5%-2.9%0.003%
1/15/2025 Albert D Mason Inc.8,516$2.97M2.0%-6.1%0.006%
1/15/2025 Merit Financial Group LLC12,835$4.47M0.1%+177.5%0.009%
1/15/2025 Butensky & Cohen Financial Security Inc.15,220$5.31M1.7%-7.0%0.011%
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1/15/2025 Wedge Capital Management L L P NC31,488$10.98M0.2%-21.5%0.023%
1/15/2025 Boston Common Asset Management LLC31,766$11.07M0.3%-2.0%0.023%
1/15/2025 Relyea Zuckerberg Hanson LLC627$219K0.0%N/A0.000%
1/15/2025 Avanza Fonder AB240$84K0.0%N/A0.000%
1/15/2025 First Pacific Financial3,945$1.38M0.3%-2.6%0.003%
1/15/2025 Occidental Asset Management LLC13,863$4.83M0.8%+5.0%0.010%
1/15/2025 Cvfg LLC1,375$479K0.4%N/A0.001%
1/15/2025 Certified Advisory Corp4,671$1.63M0.2%-2.9%0.003%
1/15/2025 Fermata Advisors LLC1,337$466K0.1%N/A0.001%
1/15/2025 JGP Wealth Management LLC3,732$1.30M0.2%-1.1%0.003%
(Data available from 1/1/2016 forward)

CMI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMI shares?

During the previous two years, 1,437 institutional investors and hedge funds held shares of Cummins. The most heavily invested institutionals were Arete Wealth Advisors LLC ($209.08B), Aspire Private Capital LLC ($30.82B), Vanguard Group Inc. ($4.91B), BlackRock Inc. ($3.04B), Price T Rowe Associates Inc. MD ($2.34B), State Street Corp ($2.04B), and Geode Capital Management LLC ($1.06B).Learn more on CMI's institutional investors.

What percentage of Cummins stock is owned by institutional investors?

83.46% of Cummins stock is owned by institutional investors. Learn more on CMI's institutional investor holdings.

Which institutional investors have been buying Cummins stock?

Of the 1,193 institutional investors that purchased Cummins stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pathway Financial Advisers LLC ($5.06M), Bank Julius Baer & Co. Ltd Zurich ($3.47M), Fisher Asset Management LLC ($2.51M), Vanguard Group Inc. ($2.06M), Envestnet Asset Management Inc. ($1.98M), International Assets Investment Management LLC ($1.71M), and Ontario Teachers Pension Plan Board ($1.55M).

How much institutional buying is happening at Cummins?

Institutional investors have bought a total of 39,024,199 shares in the last 24 months. This purchase volume represents approximately $10.19B in transactions.

Which Cummins major shareholders have been selling company stock?

Of the 876 institutional investors that sold Cummins stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.21M), Envestnet Asset Management Inc. ($1.62M), Pacer Advisors Inc. ($1.45M), Vanguard Group Inc. ($1.08M), International Assets Investment Management LLC ($973.70K), First Trust Advisors LP ($850.39K), and LSV Asset Management ($823.22K).

How much institutional selling is happening at Cummins?

Institutional investors have sold a total of 21,842,707 shares in the last 24 months. This volume of shares sold represents approximately $5.67B in transactions.


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This page (NYSE:CMI) was last updated on 1/22/2025 by MarketBeat.com Staff
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