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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
247
shares
|
$88,240
0.0% of portfolio
|
Q4 2023
Added 63.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
247
shares
|
$88,240
0.01% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
242
shares
|
$86,454
0.02% of portfolio
|
Q2 2024
Added 28.72%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
242
shares
|
$86,454
0.03% of portfolio
|
Q1 2025
Added 195.12%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
240
shares
|
$85,740
0.03% of portfolio
|
Q4 2021
Reduced 78.95%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
240
shares
|
$85,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
240
shares
|
$85,740
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
237
shares
|
$84,668
0.02% of portfolio
|
Q1 2025
Added 295.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
237
shares
|
$84,668
0.01% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
236
shares
|
$84,311
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
236
shares
|
$84,311
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
229
shares
|
$81,810
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
223
shares
|
$79,666
0.03% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
220
shares
|
$78,595
0.01% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
211
shares
|
$75,379
0.03% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
210
shares
|
$75,022
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
207
shares
|
$73,950
0.01% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
206
shares
|
$73,593
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
205
shares
|
$73,236
0.0% of portfolio
|
Q1 2025
Added 56.49%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
202
shares
|
$72,164
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$71,450
0.11% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
200
shares
|
$71,450
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
200
shares
|
$71,450
0.06% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
200
shares
|
$71,450
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
197
shares
|
$70,378
0.02% of portfolio
|
Q3 2023
Reduced 2.48%
|