Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,773 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 $39.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,843
shares
|
$989,847
0.25% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,835
shares
|
$987,061
0.02% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,832
shares
|
$986,017
0.03% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,829
shares
|
$984,972
0.04% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
2,829
shares
|
$984,972
0.67% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,819
shares
|
$981,491
0.03% of portfolio
|
Q1 2025
Added 85.7%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
2,816
shares
|
$980,446
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
2,801
shares
|
$975,224
0.33% of portfolio
|
Q1 2025
Reduced 26.19%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
2,797
shares
|
$973,831
0.06% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
2,787
shares
|
$970,349
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
2,783
shares
|
$968,957
0.01% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,782
shares
|
$968,608
0.02% of portfolio
|
Q1 2025
Reduced 51.29%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
2,781
shares
|
$968,260
0.08% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
2,766
shares
|
$963,038
0.29% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,752
shares
|
$958,163
0.02% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,749
shares
|
$957,119
0.08% of portfolio
|
Q1 2025
Added 31.47%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
2,745
shares
|
$955,726
0.01% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
2,721
shares
|
$947,370
0.12% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
2,717
shares
|
$945,977
0.01% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
2,716
shares
|
$945,629
0.05% of portfolio
|
Q1 2025
Added 92.49%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,715
shares
|
$945,281
0.81% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
2,714
shares
|
$944,933
0.08% of portfolio
|
Q4 2024
Added 112.7%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,691
shares
|
$936,925
0.06% of portfolio
|
Q1 2025
Added 233.46%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,688
shares
|
$935,880
0.24% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,675
shares
|
$931,354
0.21% of portfolio
|
Q1 2025
Added 54.27%
|