Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,771 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 $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
763
shares
|
$272,581
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
759
shares
|
$271,152
0.07% of portfolio
|
Q4 2024
Reduced 27.02%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
759
shares
|
$271,152
0.01% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
756
shares
|
$270,081
0.02% of portfolio
|
Q1 2025
Reduced 48.08%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
754
shares
|
$269,366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
753
shares
|
$269,009
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
753
shares
|
$269,009
0.01% of portfolio
|
Q3 2023
Reduced 12.65%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
753
shares
|
$269,009
0.0% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
751
shares
|
$268,294
0.05% of portfolio
|
Q2 2025
Reduced 90.67%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
750
shares
|
$267,937
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
749
shares
|
$267,580
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
744
shares
|
$265,794
0.07% of portfolio
|
Q1 2025
Reduced 30.4%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
742
shares
|
$265,079
0.11% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
740
shares
|
$264,365
0.04% of portfolio
|
Q4 2022
Reduced 28.85%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
740
shares
|
$264,365
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
739
shares
|
$264,007
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
736
shares
|
$262,936
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
733
shares
|
$261,864
0.02% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
732
shares
|
$261,507
0.02% of portfolio
|
Q1 2025
Reduced 25.84%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
731
shares
|
$261,149
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
730
shares
|
$260,792
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
728
shares
|
$260,078
0.02% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
727
shares
|
$259,720
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
726
shares
|
$259,363
0.03% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
721
shares
|
$257,577
0.02% of portfolio
|
Q1 2025
Reduced 1.23%
|