Cummins (CMI) Institutional Ownership

$291.61
-0.73 (-0.25%)
(As of 05:32 PM ET)

Institutional Ownership Changes (13F Filings) for Cummins (NYSE:CMI)

Current
Institutional Ownership
Percentage
83.46%
Number of
Institutional Buyers
(last 12 months)
809
Total
Institutional Inflows
(last 12 months)
$5.08B
Number of
Institutional Sellers
(last 12 months)
637
Total
Institutional Outflows
(last 12 months)
$3.14B
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CMI Institutional Buying and Selling by Quarter

Cummins Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Bank of New York Mellon Corp922,602$271.85M0.1%-7.0%0.675%
4/25/2024Kinneret Advisory LLC15,749$4.64M0.5%-0.3%0.012%
4/25/2024Equitable Trust Co.888$262K0.0%N/A0.001%
4/25/2024Capital Investment Advisory Services LLC785$231K0.0%N/A0.001%
4/25/2024Advocate Group LLC22,774$6.71M1.3%+0.2%0.017%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 84,479$24.89M0.1%+15.1%0.062%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund45,970$13.55M0.1%-3.3%0.034%
4/25/2024Investment Advisory Services Inc. TX ADV2,437$718K0.3%-3.3%0.002%
4/25/2024Aaron Wealth Advisors LLC825$243K0.0%-10.1%0.001%
4/25/2024 Valeo Financial Advisors LLC12,852$3.76M0.1%-0.9%0.009%
4/25/2024Cascade Investment Advisors Inc.7,169$2.11M1.4%-2.1%0.005%
4/25/2024 Albert D Mason Inc.9,257$2.73M1.7%+0.4%0.007%
4/25/2024 Cambridge Investment Research Advisors Inc.29,806$8.78M0.0%-16.9%0.022%
4/24/2024 Private Trust Co. NA1,994$588K0.1%-3.1%0.001%
4/24/2024 Leavell Investment Management Inc.684$202K0.0%N/A0.001%
4/24/2024 Patton Albertson Miller Group LLC23,697$6.98M1.0%+6.4%0.017%
4/24/2024 CENTRAL TRUST Co9,094$2.68M0.1%+2.3%0.007%
4/24/2024 V Square Quantitative Management LLC2,971$875K0.1%+23.9%0.002%
4/24/2024 Townsend & Associates Inc60,992$17.85M2.1%+1.1%0.045%
4/24/2024 Zullo Investment Group Inc.787$232K0.1%N/A0.001%
4/24/2024 Dakota Wealth Management22,469$6.62M0.2%+67.1%0.016%
4/24/2024 Simplicity Wealth LLC11,456$3.38M0.1%+410.5%0.008%
4/24/2024 Archford Capital Strategies LLC968$285K0.0%+9.9%0.001%
4/24/2024 First Pacific Financial3,823$1.13M0.3%+1.2%0.003%
4/24/2024 Essex Financial Services Inc.5,428$1.60M0.1%+4.1%0.004%
4/24/2024 Assenagon Asset Management S.A.5,646$1.66M0.0%-97.5%0.004%
4/23/2024 Godsey & Gibb Inc.128$38K0.0%N/A0.000%
4/23/2024Busey Bank57,631$16.98M0.6%-4.0%0.042%
4/23/2024 Sky Investment Group LLC1,273$375K0.1%-14.7%0.001%
4/23/2024 Precedent Wealth Partners LLC3,901$1.15M0.5%+12.3%0.003%
4/23/2024 Absher Wealth Management LLC9,198$2.71M0.4%-0.8%0.007%
4/23/2024 Global Retirement Partners LLC2,709$798K0.0%-3.6%0.002%
4/23/2024 Swisher Financial Concepts Inc.782$235K0.2%-15.1%0.001%
4/23/2024 Louisiana State Employees Retirement System7,900$2.33M0.0%-8.1%0.006%
4/23/2024 Sage Mountain Advisors LLC717$211K0.0%N/A0.001%
4/23/2024 Venturi Wealth Management LLC5,049$1.49M0.1%+6.4%0.004%
4/23/2024 Silver Lake Advisory LLC1,496$441K0.2%N/A0.001%
4/23/2024 Amalgamated Bank29,064$8.56M0.1%-16.7%0.021%
4/23/2024 Legacy Trust18,422$5.43M1.4%+1.0%0.013%
4/23/2024 Kirr Marbach & Co. LLC IN1,079$318K0.1%-8.7%0.001%
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4/23/2024 New Mexico Educational Retirement Board7,154$2.11M0.1%-2.7%0.005%
4/23/2024 Fifth Third Bancorp87,485$25.78M0.1%-2.6%0.064%
4/23/2024 Summit Trail Advisors LLC1,657$488K0.0%+10.9%0.001%
4/23/2024 Principle Wealth Partners LLC17,692$5.21M0.4%+0.3%0.013%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA8,826$2.56M0.0%-7.3%0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.159,419$46.97M0.1%+4.5%0.117%
4/23/2024 Sapient Capital LLC13,093$3.86M0.1%-1.3%0.010%
4/23/2024 Wendell David Associates Inc.1,421$419K0.0%-5.3%0.001%
4/22/2024 Confluence Wealth Services Inc.2,567$756K0.1%+38.2%0.002%
4/22/2024 Kessler Investment Group LLC1,975$582K0.4%+57.7%0.001%
4/22/2024 Weybosset Research & Management LLC43,511$12.82M4.8%-2.1%0.032%
4/22/2024 Harbour Trust & Investment Management Co5,788$1.71M0.2%-3.6%0.004%
4/22/2024 PFG Investments LLC1,593$469K0.0%-31.2%0.001%
4/22/2024 Parsons Capital Management Inc. RI16,243$4.79M0.3%-4.3%0.012%
4/22/2024 QV Investors Inc.19,485$5.74M0.5%-1.9%0.014%
4/22/2024 Donaldson Capital Management LLC14,680$4.33M0.2%-92.7%0.011%
4/22/2024 Raymond James & Associates259,104$76.35M0.1%+0.4%0.189%
4/22/2024 Lakewood Asset Management LLC2,454$723K0.5%+29.1%0.002%
4/22/2024 IFM Investors Pty Ltd28,330$8.35M0.1%-0.3%0.021%
4/22/2024 Eagle Bluffs Wealth Management LLC1,976$582K0.4%-67.9%0.001%
4/20/2024 Maryland State Retirement & Pension System10,672$3.09M0.1%-1.4%0.008%
4/19/2024 FORVIS Wealth Advisors LLC9,219$2.72M0.1%+8.5%0.007%
4/19/2024 RBA Wealth Management LLC21,341$6.29M2.5%+0.5%0.016%
4/19/2024 First Trust Direct Indexing L.P.4,474$1.32M0.1%+11.6%0.003%
4/19/2024 Cornerstone Wealth Management LLC3,305$974K0.1%-21.5%0.002%
4/19/2024 Massachusetts Wealth Management4,787$1.41M1.0%+7.5%0.004%
4/19/2024 Norden Group LLC4,872$1.44M0.0%N/A0.004%
4/19/2024 Wallington Asset Management LLC1,526$450K0.1%+9.0%0.001%
4/19/2024 True Link Financial Advisors LLC1,539$453K0.0%N/A0.001%
4/19/2024 Lake Street Private Wealth LLC1,314$387K0.1%-5.1%0.001%
4/19/2024 Valley National Advisers Inc.1,326$390K0.1%-4.3%0.001%
4/19/2024 State of Alaska Department of Revenue18,786$5.53M0.1%-5.1%0.014%
4/19/2024 Olstein Capital Management L.P.23,500$6.92M1.1%-24.2%0.017%
4/19/2024 Caldwell Sutter Capital Inc.518$153K0.1%-16.3%0.000%
4/19/2024 Valeo Financial Advisors LLC12,811$3.78M0.0%-1.2%0.009%
4/19/2024 Azzad Asset Management Inc. ADV9,296$2.74M0.3%+13.3%0.007%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.410,647$121.00M0.1%+0.5%0.300%
4/18/2024 SeaCrest Wealth Management LLC896$264K0.0%-26.0%0.001%
4/18/2024 State of Michigan Retirement System41,037$12.09M0.1%-3.5%0.030%
4/18/2024 Applied Capital LLC FL6,498$1.92M1.6%+3.7%0.005%
4/18/2024 Cullinan Associates Inc.16,648$4.91M0.3%-46.6%0.012%
4/18/2024 Allspring Global Investments Holdings LLC16,197$4.77M0.0%+0.5%0.012%
4/18/2024 Hexagon Capital Partners LLC116$34K0.0%-45.3%0.000%
4/18/2024 Park Place Capital Corp140$41K0.0%-50.0%0.000%
4/18/2024 Diversified Trust Co9,177$2.70M0.1%-19.9%0.007%
4/18/2024 Aviance Capital Partners LLC1,670$492K0.1%-19.3%0.001%
4/18/2024 Mirador Capital Partners LP1,352$398K0.1%-3.3%0.001%
4/18/2024 Chapin Davis Inc.2,079$613K0.2%-3.7%0.002%
4/18/2024 Financial Partners Group LLC1,095$323K0.1%N/A0.001%
4/18/2024 Breakwater Capital Group1,016$299K0.1%-6.9%0.001%
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4/17/2024 D.B. Root & Company LLC5,092$1.50M0.5%-4.5%0.004%
4/17/2024 Trilogy Capital Inc.10,517$3.10M0.2%-2.3%0.008%
4/17/2024 Red Door Wealth Management LLC849$250K0.0%N/A0.001%
4/17/2024 Cornerstone Wealth Group LLC34,140$10.06M0.9%+51.8%0.025%
4/17/2024 River Street Advisors LLC5,872$1.73M1.2%+4.9%0.004%
4/17/2024 CRA Financial Services LLC685$202K0.0%N/A0.001%
4/17/2024 Hennion & Walsh Asset Management Inc.7,815$2.30M0.1%-37.3%0.006%
4/16/2024 Occidental Asset Management LLC12,171$3.59M0.7%+7.9%0.009%
4/16/2024 WD Rutherford LLC5,292$1.56M0.8%+126.9%0.004%
4/16/2024 Independence Bank of Kentucky170$50K0.0%-40.4%0.000%
(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, 1,433 institutional investors and hedge funds held shares of Cummins. The most heavily invested institutionals were Arete Wealth Advisors LLC ($209.08B), Border to Coast Pensions Partnership Ltd ($42.87B), Aspire Private Capital LLC ($30.82B), Vanguard Group Inc. ($4.06B), BlackRock Inc. ($3.04B), Price T Rowe Associates Inc. MD ($1.76B), and State Street Corp ($1.57B).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 1,222 institutional investors that purchased Cummins stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($3.47M), Price T Rowe Associates Inc. MD ($2.69M), Fisher Asset Management LLC ($2.35M), Vanguard Group Inc. ($2.28M), Envestnet Asset Management Inc. ($2.02M), Ontario Teachers Pension Plan Board ($1.55M), and BlackRock Inc. ($1.37M).

How much institutional buying is happening at Cummins?

Institutional investors have bought a total of 38,348,049 shares in the last 24 months. This purchase volume represents approximately $8.77B in transactions.

Which Cummins major shareholders have been selling company stock?

Of the 872 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. ($1.73M), First Trust Advisors LP ($850.39K), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($668.96K), Price T Rowe Associates Inc. MD ($668.42K), LSV Asset Management ($662.25K), and BlackRock Inc. ($626.51K).

How much institutional selling is happening at Cummins?

Institutional investors have sold a total of 22,095,033 shares in the last 24 months. This volume of shares sold represents approximately $5.06B in transactions.


This page (NYSE:CMI) was last updated on 4/25/2024 by MarketBeat.com Staff

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