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 |
|---|---|---|---|---|---|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,286
shares
|
$447,746
0.02% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,276
shares
|
$444,264
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
1,273
shares
|
$443,220
0.07% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,268
shares
|
$441,479
0.01% of portfolio
|
Q1 2025
Added 31.26%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,265
shares
|
$440,435
0.01% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
1,262
shares
|
$439,390
0.13% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
1,262
shares
|
$439,390
0.06% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,257
shares
|
$437,649
0.12% of portfolio
|
Q3 2022
Added 3.46%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,249
shares
|
$434,864
0.01% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,248
shares
|
$434,516
0.05% of portfolio
|
Q2 2025
Reduced 20.05%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,246
shares
|
$433,819
0.01% of portfolio
|
Q3 2021
Reduced 8.62%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,244
shares
|
$433,123
0.02% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,242
shares
|
$432,427
0.02% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
1,240
shares
|
$431,730
0.05% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,240
shares
|
$431,730
0.02% of portfolio
|
Q2 2023
Reduced 43.12%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
1,240
shares
|
$431,730
0.08% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
1,239
shares
|
$431,382
0.03% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,238
shares
|
$431,034
0.13% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,234
shares
|
$429,641
0.01% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
1,230
shares
|
$428,249
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,229
shares
|
$427,900
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,227
shares
|
$427,204
0.0% of portfolio
|
Q1 2025
Reduced 88.27%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
1,223
shares
|
$425,811
0.06% of portfolio
|
Q1 2025
Added 47.53%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,222
shares
|
$425,463
0.2% of portfolio
|
Q1 2023
Reduced 16.98%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
1,219
shares
|
$424,419
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|