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 |
|---|---|---|---|---|---|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
978
shares
|
$332,735
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
971
shares
|
$330,353
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
963
shares
|
$327,631
0.05% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
961
shares
|
$326,951
0.01% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
960
shares
|
$326,611
0.05% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
957
shares
|
$325,590
0.03% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
956
shares
|
$325,250
0.04% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
953
shares
|
$324,229
0.02% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
953
shares
|
$324,229
0.0% of portfolio
|
Q3 2023
Reduced 20.72%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
952
shares
|
$323,889
0.03% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
941
shares
|
$320,147
0.04% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
938
shares
|
$319,126
0.91% of portfolio
|
Q4 2023
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
935
shares
|
$318,105
0.03% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
932
shares
|
$317,085
0.01% of portfolio
|
Q2 2024
Added 7.62%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
927
shares
|
$315,383
0.08% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Cortland Associates Inc
|
May 01, 2025 Q1 2025 |
927
shares
|
$315,383
0.04% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
927
shares
|
$315,383
0.12% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
926
shares
|
$315,043
0.03% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
926
shares
|
$315,043
0.03% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
926
shares
|
$315,043
0.0% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
920
shares
|
$313,002
0.02% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
920
shares
|
$313,002
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
918
shares
|
$312,321
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
914
shares
|
$310,961
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
911
shares
|
$309,940
0.06% of portfolio
|
Q1 2025
Reduced 18.0%
|