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 |
|---|---|---|---|---|---|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
100
shares
|
$35,725
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
100
shares
|
$35,725
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
99
shares
|
$35,367
0.0% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
98
shares
|
$35,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
98
shares
|
$35,010
0.02% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
97
shares
|
$34,653
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
97
shares
|
$34,653
0.01% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
96
shares
|
$34,296
0.03% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
94
shares
|
$33,581
0.01% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
93
shares
|
$33,224
0.01% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
87
shares
|
$31,080
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
87
shares
|
$31,080
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
84
shares
|
$30,009
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
82
shares
|
$29,294
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
81
shares
|
$28,937
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
79
shares
|
$28,222
0.0% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
76
shares
|
$27,151
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
74
shares
|
$26,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
72
shares
|
$25,722
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
72
shares
|
$25,722
0.01% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
72
shares
|
$25,722
0.0% of portfolio
|
Q2 2025
Added 1340.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
71
shares
|
$25,364
0.02% of portfolio
|
Q1 2025
Added 162.96%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
70
shares
|
$25,007
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
70
shares
|
$25,007
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
70
shares
|
$25,007
0.01% of portfolio
|
Q1 2025
Reduced 13.58%
|