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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
1,812
shares
|
$630,884
0.0% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
1,802
shares
|
$627,402
0.76% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,800
shares
|
$626,706
0.12% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,800
shares
|
$626,706
0.05% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,786
shares
|
$621,831
0.08% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
1,785
shares
|
$621,483
0.15% of portfolio
|
Q3 2023
Reduced 5.31%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
1,774
shares
|
$617,653
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
1,773
shares
|
$617,305
0.15% of portfolio
|
Q4 2024
Reduced 40.36%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
1,771
shares
|
$616,609
0.03% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
1,759
shares
|
$612,431
0.5% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,757
shares
|
$611,734
0.15% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,754
shares
|
$610,690
0.07% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
1,745
shares
|
$607,556
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,742
shares
|
$606,512
0.01% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,739
shares
|
$605,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
1,736
shares
|
$604,423
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
1,730
shares
|
$602,334
0.12% of portfolio
|
Q1 2024
Added 20.98%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,724
shares
|
$600,245
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,722
shares
|
$599,548
0.03% of portfolio
|
Q3 2022
Added 3.11%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
1,721
shares
|
$599,200
0.08% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,715
shares
|
$597,111
0.03% of portfolio
|
Q4 2023
Reduced 5.2%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
1,715
shares
|
$597,111
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
1,709
shares
|
$595,022
0.02% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,704
shares
|
$593,281
0.07% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,700
shares
|
$591,889
0.57% of portfolio
|
Q2 2022
Reduced 0.76%
|