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 |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
132
shares
|
$45,958
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
131
shares
|
$45,610
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
130
shares
|
$45,262
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
129
shares
|
$44,913
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
126
shares
|
$43,869
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
125
shares
|
$43,521
0.01% of portfolio
|
Q4 2024
Added 316.67%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
125
shares
|
$43,521
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
124
shares
|
$43,173
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
120
shares
|
$41,780
0.01% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
118
shares
|
$41,084
0.02% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
118
shares
|
$41,084
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
117
shares
|
$40,735
0.01% of portfolio
|
Q1 2025
Reduced 90.85%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
114
shares
|
$39,691
0.01% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
113
shares
|
$39,343
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
111
shares
|
$38,646
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
110
shares
|
$38,298
0.0% of portfolio
|
Q1 2021
Added 10.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
109
shares
|
$37,950
0.0% of portfolio
|
Q4 2024
Reduced 72.19%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
109
shares
|
$37,950
0.0% of portfolio
|
Q1 2025
Added 26.74%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
105
shares
|
$36,557
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
105
shares
|
$36,557
0.01% of portfolio
|
Q1 2024
Reduced 82.64%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
105
shares
|
$36,557
0.01% of portfolio
|
Q1 2025
Added 36.36%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
102
shares
|
$35,513
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
101
shares
|
$35,165
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
100
shares
|
$34,817
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$34,817
0.01% of portfolio
|
Q1 2025
Reduced 23.08%
|