Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,763 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,332
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
6,300
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2024
Added 117.24%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
6,271
shares
|
$2.13 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
6,233
shares
|
$2.12 Million
0.19% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
6,228
shares
|
$2.12 Million
0.21% of portfolio
|
Q4 2024
Added 38.25%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,194
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
Added 109.68%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
6,192
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
Added 125.99%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
6,169
shares
|
$2.1 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
6,156
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2022
Added 11.66%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
6,152
shares
|
$2.09 Million
0.05% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
6,132
shares
|
$2.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,116
shares
|
$2.08 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
6,101
shares
|
$2.08 Million
0.12% of portfolio
|
Q2 2025
Added 229.43%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
6,050
shares
|
$2.06 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
6,031
shares
|
$2.05 Million
0.16% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
5,990
shares
|
$2.04 Million
1.08% of portfolio
|
Q2 2023
Added 215.26%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,971
shares
|
$2.03 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Absher Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,895
shares
|
$2.01 Million
0.25% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
5,879
shares
|
$2 Million
0.72% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,861
shares
|
$1.99 Million
0.17% of portfolio
|
Q2 2023
Added 3.3%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
5,843
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2025
Added 101.9%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5,822
shares
|
$1.98 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
5,814
shares
|
$1.98 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
5,812
shares
|
$1.98 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,740
shares
|
$1.95 Million
2.1% of portfolio
|
Q3 2022
Added 0.79%
|