Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,764 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $38.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
7
shares
|
$2,342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$2,007
0.0% of portfolio
|
Q2 2024
Reduced 83.78%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
6
shares
|
$2,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
6
shares
|
$2,007
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
6
shares
|
$2,007
0.01% of portfolio
|
Q1 2025
Reduced 84.62%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
5
shares
|
$1,673
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
5
shares
|
$1,673
0.0% of portfolio
|
Q4 2024
Reduced 93.33%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
5
shares
|
$1,673
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
4
shares
|
$1,338
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
4
shares
|
$1,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$1,003
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
3
shares
|
$1,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3
shares
|
$1,003
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
3
shares
|
$1,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$1,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
3
shares
|
$1,003
0.0% of portfolio
|
Q1 2025
Reduced 97.84%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2
shares
|
$669
0.0% of portfolio
|
Q2 2023
Reduced 87.5%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2
shares
|
$669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$669
0.0% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
2
shares
|
$669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
2
shares
|
$669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2
shares
|
$669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2
shares
|
$669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1
shares
|
$334
0.0% of portfolio
|
Q4 2024
New holding
|