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 |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
2,039
shares
|
$709,918
0.6% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
2,038
shares
|
$709,570
0.04% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
2,028
shares
|
$706,088
0.24% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
2,024
shares
|
$704,696
0.01% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
2,018
shares
|
$702,607
0.14% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,017
shares
|
$702,258
0.02% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
2,016
shares
|
$701,910
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,009
shares
|
$699,473
0.22% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,000
shares
|
$696,340
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$696,340
0.06% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,990
shares
|
$692,858
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,989
shares
|
$692,510
0.04% of portfolio
|
Q1 2025
Added 107.62%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
1,988
shares
|
$692,161
0.06% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
1,981
shares
|
$689,724
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
1,979
shares
|
$689,028
0.01% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,978
shares
|
$688,680
0.02% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,975
shares
|
$687,635
0.02% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
1,968
shares
|
$685,198
0.03% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
1,964
shares
|
$683,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
1,959
shares
|
$682,065
0.46% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,958
shares
|
$681,716
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
1,956
shares
|
$681,020
0.02% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
1,954
shares
|
$680,324
0.53% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,948
shares
|
$678,235
0.34% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,944
shares
|
$676,842
0.03% of portfolio
|
Q2 2025
Reduced 0.66%
|