Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,763 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 |
|---|---|---|---|---|---|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
661
shares
|
$224,885
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
658
shares
|
$223,864
0.01% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
657
shares
|
$223,524
0.03% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
657
shares
|
$223,524
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
655
shares
|
$222,844
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
655
shares
|
$222,844
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
654
shares
|
$222,503
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
654
shares
|
$222,503
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
653
shares
|
$222,163
0.08% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
648
shares
|
$220,462
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
648
shares
|
$220,462
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
647
shares
|
$220,122
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
646
shares
|
$219,782
0.1% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
645
shares
|
$219,441
0.01% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
644
shares
|
$219,101
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
642
shares
|
$218,421
0.02% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
641
shares
|
$218,081
0.06% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
641
shares
|
$218,081
0.01% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
640
shares
|
$217,740
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
634
shares
|
$215,699
0.04% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
633
shares
|
$215,359
0.02% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
631
shares
|
$214,678
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
626
shares
|
$212,977
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
620
shares
|
$210,936
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
610
shares
|
$207,534
0.0% of portfolio
|
Q4 2023
Added 8.93%
|