Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,764 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 $38.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
13,135
shares
|
$4.47 Million
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
13,095
shares
|
$4.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.59%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
12,908
shares
|
$4.39 Million
0.18% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
12,859
shares
|
$4.37 Million
0.83% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
12,810
shares
|
$4.36 Million
3.92% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
12,732
shares
|
$4.33 Million
1.27% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
12,663
shares
|
$4.31 Million
0.04% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
12,557
shares
|
$4.27 Million
0.02% of portfolio
|
Q3 2024
Added 33.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,552
shares
|
$4.27 Million
0.09% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
12,545
shares
|
$4.27 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
12,521
shares
|
$4.26 Million
0.1% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
12,474
shares
|
$4.24 Million
0.2% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
12,474
shares
|
$4.24 Million
0.98% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
12,350
shares
|
$4.2 Million
0.66% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
12,268
shares
|
$4.17 Million
1.23% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
12,260
shares
|
$4.17 Million
1.65% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
12,239
shares
|
$4.16 Million
1.56% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
12,239
shares
|
$4.16 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
12,131
shares
|
$4.13 Million
0.04% of portfolio
|
Q1 2025
Added 55040.91%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
12,109
shares
|
$4.12 Million
1.91% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
12,049
shares
|
$4.1 Million
0.07% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
12,009
shares
|
$4.09 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Apr 14, 2025 Q1 2025 |
12,000
shares
|
$4.08 Million
0.69% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,875
shares
|
$4.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 36.79%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
11,773
shares
|
$4.01 Million
1.24% of portfolio
|
Q1 2025
Reduced 11.86%
|