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 |
|---|---|---|---|---|---|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
48
shares
|
$17,148
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
47
shares
|
$16,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
47
shares
|
$16,790
0.0% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
45
shares
|
$16,076
0.01% of portfolio
|
Q1 2021
Reduced 43.75%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
45
shares
|
$16,076
0.01% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
43
shares
|
$15,361
0.0% of portfolio
|
Q3 2023
Reduced 10.42%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42
shares
|
$15,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
41
shares
|
$14,647
0.0% of portfolio
|
Q2 2024
Added 412.5%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
40
shares
|
$14,290
0.0% of portfolio
|
Q1 2025
Reduced 75.61%
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
May 09, 2025 Q1 2025 |
40
shares
|
$14,290
0.05% of portfolio
|
Q4 2024
Reduced 99.95%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
39
shares
|
$13,932
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
37
shares
|
$13,218
0.0% of portfolio
|
Q1 2025
Reduced 81.31%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
36
shares
|
$12,861
0.01% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
36
shares
|
$12,861
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
34
shares
|
$12,146
0.0% of portfolio
|
Q2 2025
Added 61.9%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
34
shares
|
$12,146
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
34
shares
|
$12,146
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
33
shares
|
$11,789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
31
shares
|
$11,074
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30
shares
|
$10,717
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
30
shares
|
$10,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
30
shares
|
$10,717
0.01% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$10,003
0.0% of portfolio
|
Q1 2025
Reduced 62.67%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
28
shares
|
$10,003
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
28
shares
|
$10,003
0.0% of portfolio
|
Q3 2024
Added 7.69%
|