Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,836 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $48.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
150
shares
|
$62,695
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
150
shares
|
$62,695
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
148
shares
|
$61,859
0.0% of portfolio
|
Q4 2022
Reduced 11.9%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
145
shares
|
$60,605
0.01% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
139
shares
|
$58,097
0.01% of portfolio
|
Q2 2025
Reduced 98.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
139
shares
|
$58,097
0.01% of portfolio
|
Q3 2023
Added 21.93%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
139
shares
|
$58,097
0.01% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
137
shares
|
$57,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
137
shares
|
$57,261
0.03% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
136
shares
|
$56,843
0.0% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
132
shares
|
$55,172
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
132
shares
|
$55,172
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
131
shares
|
$54,754
0.02% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
131
shares
|
$54,754
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
131
shares
|
$54,754
0.04% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
129
shares
|
$53,918
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
126
shares
|
$52,664
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
125
shares
|
$52,246
0.01% of portfolio
|
Q4 2024
Added 316.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
121
shares
|
$50,574
0.01% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
117
shares
|
$48,902
0.01% of portfolio
|
Q1 2025
Reduced 90.85%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
116
shares
|
$48,484
0.01% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
114
shares
|
$47,648
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
111
shares
|
$46,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
110
shares
|
$45,976
0.0% of portfolio
|
Q1 2021
Added 10.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
110
shares
|
$45,976
0.0% of portfolio
|
Q2 2025
Added 0.92%
|