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 |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
575
shares
|
$195,626
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
564
shares
|
$191,884
0.07% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
564
shares
|
$191,884
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
561
shares
|
$190,863
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
550
shares
|
$187,121
0.09% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
540
shares
|
$183,718
0.02% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
540
shares
|
$183,718
0.01% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
536
shares
|
$182,357
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
528
shares
|
$179,636
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
500
shares
|
$170,110
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
500
shares
|
$170,110
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
498
shares
|
$169,429
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
498
shares
|
$169,429
0.01% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
496
shares
|
$168,749
0.01% of portfolio
|
Q1 2025
Reduced 58.11%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
469
shares
|
$159,563
0.04% of portfolio
|
Q1 2024
Reduced 6.2%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
468
shares
|
$159,222
0.02% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
462
shares
|
$157,181
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
461
shares
|
$156,841
0.07% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
458
shares
|
$155,820
0.02% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
449
shares
|
$152,758
0.09% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
444
shares
|
$151,057
0.23% of portfolio
|
Q2 2023
Reduced 1.11%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
431
shares
|
$146,634
0.06% of portfolio
|
Q2 2022
Reduced 9.07%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
419
shares
|
$142,552
0.01% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
409
shares
|
$139,149
0.02% of portfolio
|
Q3 2023
Reduced 16.36%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
409
shares
|
$139,149
0.08% of portfolio
|
Q1 2025
Reduced 22.98%
|