Cummins (CMI) Institutional Ownership

$287.12
+3.53 (+1.24%)
(As of 05/7/2024 ET)

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

Current
Institutional Ownership
Percentage
83.46%
Number of
Institutional Buyers
(last 12 months)
816
Total
Institutional Inflows
(last 12 months)
$4.67B
Number of
Institutional Sellers
(last 12 months)
639
Total
Institutional Outflows
(last 12 months)
$3.05B
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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
5/8/2024QRG Capital Management Inc.32,753$9.65M0.1%-25.3%0.024%
5/8/2024Legacy Capital Group California Inc.2,959$872K0.3%-3.0%0.002%
5/8/2024Donoghue Forlines LLC6,448$1.90M0.5%N/A0.005%
5/7/2024Verus Capital Partners LLC1,212$357K0.0%-10.0%0.001%
5/7/2024Sei Investments Co.124,536$36.69M0.1%-5.5%0.091%
5/7/2024Chilton Capital Management LLC1,650$486K0.0%-2.3%0.001%
5/7/2024Concurrent Investment Advisors LLC3,235$953K0.0%+22.9%0.002%
5/7/2024Montag A & Associates Inc.7,862$2.32M0.1%+4,316.9%0.006%
5/7/2024Susquehanna Fundamental Investments LLC87,972$25.92M1.2%N/A0.064%
5/7/2024Susquehanna Portfolio Strategies LLC21,358$6.29M0.1%-7.0%0.016%
5/7/2024KCM Investment Advisors LLC2,327$686K0.0%+11.4%0.002%
5/7/2024Tectonic Advisors LLC3,075$906K0.1%+14.1%0.002%
5/7/2024Swiss National Bank423,878$124.90M0.1%-4.3%0.310%
5/7/2024Forsta AP Fonden47,440$13.98M0.1%+64.2%0.035%
5/7/2024Highland Capital Management LLC22,408$6.60M0.4%-1.3%0.016%
5/7/2024Illinois Municipal Retirement Fund48,267$14.22M0.2%-15.2%0.035%
5/7/2024Oppenheimer Asset Management Inc.2,198$648K0.0%-21.6%0.002%
5/7/2024Oppenheimer & Co. Inc.9,940$2.93M0.0%-21.1%0.007%
5/7/2024PFG Advisors5,428$1.60M0.1%+2.4%0.004%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,718$506K0.0%-2.5%0.001%
5/7/2024 Wealthspire Advisors LLC1,909$562K0.0%-12.0%0.001%
5/7/2024 SG Americas Securities LLC17,722$5.22M0.0%-27.0%0.013%
5/7/2024 Empowered Funds LLC16,869$4.97M0.1%+35.9%0.012%
5/6/2024 Quantbot Technologies LP13,485$3.97M0.2%+786.0%0.010%
5/6/2024 LSV Asset Management1,323,621$390.01M0.8%-6.8%0.968%
5/6/2024 Envestnet Portfolio Solutions Inc.5,723$1.69M0.0%+22.8%0.004%
5/6/2024 Empirical Finance LLC5,152$1.52M0.1%+3.4%0.004%
5/6/2024 Duality Advisers LP18,440$5.43M0.5%+190.3%0.013%
5/6/2024 OLD Second National Bank of Aurora17,573$5.18M1.3%-3.1%0.013%
5/6/2024 Advisory Services Network LLC13,368$3.94M0.1%-2.7%0.010%
5/6/2024 Manchester Capital Management LLC932$275K0.0%+6.2%0.001%
5/6/2024 Advisory Alpha LLC762$225K0.0%N/A0.001%
5/6/2024 Texas Permanent School Fund Corp28,188$8.31M0.1%-3.7%0.021%
5/4/2024 Noesis Capital Mangement Corp36,317$10.70M2.4%-4.5%0.027%
5/4/2024 Geneos Wealth Management Inc.6,685$1.97M0.1%-1.6%0.005%
5/4/2024 9258 Wealth Management LLC859$253K0.0%N/A0.001%
5/4/2024 Valley Wealth Managers Inc.11,773$3.47M0.3%-28.7%0.009%
5/4/2024 Affinity Investment Advisors LLC2,500$737K0.5%N/A0.002%
5/4/2024 Csenge Advisory Group3,493$1.03M0.1%-4.0%0.003%
5/3/2024 Signaturefd LLC3,125$921K0.0%+5.4%0.002%
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5/3/2024 FDx Advisors Inc.688$203K0.0%N/A0.001%
5/3/2024 STAR Financial Bank1,636$482K0.4%-6.3%0.001%
5/3/2024 Catalina Capital Group LLC985$290K0.1%N/A0.001%
5/3/2024 Smithbridge Asset Management Inc. DE2,785$821K0.2%-7.3%0.002%
5/3/2024 Larson Financial Group LLC2,107$621K0.0%+2.3%0.002%
5/3/2024 Chevy Chase Trust Holdings LLC75,719$22.31M0.1%-4.7%0.055%
5/3/2024 Commerce Bank18,373$5.41M0.0%-2.5%0.013%
5/3/2024 Wellington Shields & Co. LLC2,666$786K0.3%-34.6%0.002%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S9,979$2.94M0.1%+1.1%0.007%
5/3/2024 United Community Bank506$149K0.1%+23.1%0.000%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.1,041$307K0.1%+5.7%0.001%
5/3/2024 Central Pacific Bank Trust Division883$260K0.0%N/A0.001%
5/3/2024 Whittier Trust Co. of Nevada Inc.889$262K0.0%-51.2%0.001%
5/2/2024 First Command Advisory Services Inc.1,626$479K0.0%N/A0.001%
5/2/2024 Financial Counselors Inc.1,007$297K0.0%-8.4%0.001%
5/2/2024 Mutual of America Capital Management LLC17,875$5.27M0.1%-6.0%0.013%
5/2/2024 Summit Financial Wealth Advisors LLC35,199$10.37M2.1%+0.9%0.026%
5/2/2024 Daiwa Securities Group Inc.15,022$4.43M0.0%+9.0%0.011%
5/2/2024 Graypoint LLC1,506$444K0.0%+20.0%0.001%
5/2/2024 Haverford Trust Co1,638$483K0.0%-14.6%0.001%
5/2/2024 Nordea Investment Management AB911,720$268.49M0.3%+5.6%0.667%
5/2/2024 Goelzer Investment Management Inc.3,802$1.12M0.1%-15.6%0.003%
5/2/2024 BNP Paribas962$283K0.0%N/A0.001%
5/2/2024 Choreo LLC3,787$1.12M0.0%-3.0%0.003%
5/2/2024 Tokio Marine Asset Management Co. Ltd.3,756$1.11M0.1%+26.7%0.003%
5/2/2024 Moloney Securities Asset Management LLC1,855$547K0.1%-7.0%0.001%
5/2/2024 PDS Planning Inc760$224K0.0%N/A0.001%
5/2/2024 Fortem Financial Group LLC1,127$332K0.1%+5.8%0.001%
5/1/2024 Stone Point Wealth LLC9,195$2.71M0.9%-1.1%0.007%
5/1/2024 Janney Montgomery Scott LLC41,106$12.11M0.0%-2.3%0.030%
5/1/2024 Ballast Advisors LLC1,557$459K0.2%-19.3%0.001%
5/1/2024 Ascent Wealth Partners LLC9,725$2.87M0.4%+231.8%0.007%
5/1/2024 Mirae Asset Global Investments Co. Ltd.45,389$13.37M0.0%+9.3%0.033%
5/1/2024 Mission Wealth Management LP4,134$1.22M0.0%+2.4%0.003%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co1,850$545K0.1%+2.8%0.001%
5/1/2024 Sequoia Financial Advisors LLC2,668$786K0.0%-53.9%0.002%
5/1/2024 Diversify Advisory Services LLC1,787$526K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC19,296$5.69M0.0%+3.4%0.014%
4/30/2024 J.W. Cole Advisors Inc.3,301$972K0.0%+26.2%0.002%
4/30/2024 Retirement Systems of Alabama30,080$8.86M0.0%-3.7%0.022%
4/30/2024 Norden Group LLC4,872$1.44M0.1%N/A0.004%
4/30/2024 Culbertson A N & Co. Inc.35,909$10.58M1.8%-0.7%0.026%
4/30/2024 Van ECK Associates Corp20,705$6.10M0.0%+6.9%0.015%
4/30/2024 Fortis Group Advisors LLC4,294$1.27M0.2%N/A0.003%
4/30/2024 HB Wealth Management LLC2,598$766K0.0%+4.0%0.002%
4/30/2024 SpiderRock Advisors LLC1,062$304K0.0%N/A0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,446$426K0.0%-13.4%0.001%
4/30/2024 Arkadios Wealth Advisors16,356$4.82M0.4%-1.2%0.012%
4/30/2024 Caprock Group LLC1,680$495K0.0%+10.7%0.001%
4/30/2024 Perigon Wealth Management LLC929$274K0.0%-32.7%0.001%
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4/30/2024 Mayflower Financial Advisors LLC1,569$462K0.0%+4.3%0.001%
4/30/2024 Madison Wealth Partners Inc818$241K0.1%N/A0.001%
4/30/2024 Stock Yards Bank & Trust Co.5,480$1.62M0.1%-2.8%0.004%
4/29/2024Commonwealth Equity Services LLC73,852$21.76M0.0%+0.4%0.054%
4/29/2024 Field & Main Bank2,315$682K0.3%+2.2%0.002%
4/29/2024 Boyd Watterson Asset Management LLC OH2,520$742K0.3%+2.4%0.002%
4/29/2024 Greenleaf Trust7,720$2.28M0.0%+0.5%0.006%
4/29/2024 Principal Financial Group Inc.1,027,595$302.78M0.2%-2.1%0.751%
4/29/2024 Benjamin Edwards Inc.4,801$1.42M0.3%+3.8%0.004%
4/29/2024 Benjamin F. Edwards & Company Inc.28,292$8.34M0.2%-0.9%0.021%
(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, 1,427 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 1,214 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. ($1.99M), 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 37,997,522 shares in the last 24 months. This purchase volume represents approximately $8.73B in transactions.

Which Cummins major shareholders have been selling company stock?

Of the 870 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), LSV Asset Management ($759.19K), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($668.96K), Price T Rowe Associates Inc. MD ($668.42K), and BlackRock Inc. ($626.51K).

How much institutional selling is happening at Cummins?

Institutional investors have sold a total of 21,957,597 shares in the last 24 months. This volume of shares sold represents approximately $5.05B in transactions.


This page (NYSE:CMI) was last updated on 5/8/2024 by MarketBeat.com Staff

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