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 $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
640
shares
|
$228,640
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
640
shares
|
$228,640
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
639
shares
|
$228,282
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
635
shares
|
$226,853
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
634
shares
|
$226,496
0.02% of portfolio
|
Q2 2025
Reduced 31.53%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
631
shares
|
$225,424
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
626
shares
|
$223,638
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
622
shares
|
$222,209
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
620
shares
|
$221,495
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
616
shares
|
$220,066
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
610
shares
|
$217,922
0.0% of portfolio
|
Q4 2023
Added 8.93%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
575
shares
|
$205,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
564
shares
|
$201,489
0.07% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
564
shares
|
$201,489
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
560
shares
|
$200,060
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
550
shares
|
$196,487
0.09% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
540
shares
|
$192,915
0.02% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
540
shares
|
$192,915
0.01% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
536
shares
|
$191,486
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
528
shares
|
$188,628
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
500
shares
|
$178,625
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
500
shares
|
$178,625
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
498
shares
|
$177,910
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
498
shares
|
$177,910
0.01% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
496
shares
|
$177,196
0.01% of portfolio
|
Q1 2025
Reduced 58.11%
|