Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,766 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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
3,589
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 32.46%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,585
shares
|
$1.22 Million
0.23% of portfolio
|
Q3 2023
Added 1.27%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,565
shares
|
$1.21 Million
0.08% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
3,564
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
3,550
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2020
Added 7.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
3,546
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.42%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
3,543
shares
|
$1.21 Million
0.11% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
3,529
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
3,525
shares
|
$1.2 Million
0.31% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,520
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,520
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
3,519
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
3,505
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,495
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
3,483
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,483
shares
|
$1.18 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
3,469
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,464
shares
|
$1.18 Million
0.03% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
3,457
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
May 15, 2025 Q1 2025 |
3,450
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,435
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,423
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
3,421
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
3,357
shares
|
$1.14 Million
0.26% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
3,342
shares
|
$1.14 Million
0.63% of portfolio
|
Q2 2025
Added 1.03%
|