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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
28
shares
|
$10,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
26
shares
|
$9,288
0.01% of portfolio
|
Q2 2024
Reduced 65.79%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
25
shares
|
$8,931
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
23
shares
|
$8,216
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
23
shares
|
$8,216
0.01% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
22
shares
|
$7,859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
21
shares
|
$7,502
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
19
shares
|
$6,787
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
19
shares
|
$6,787
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
19
shares
|
$6,787
0.0% of portfolio
|
Q1 2025
Reduced 32.14%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
18
shares
|
$6,430
0.0% of portfolio
|
Q1 2025
Added 1700.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
18
shares
|
$6,430
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
18
shares
|
$6,430
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
17
shares
|
$6,073
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
16
shares
|
$5,716
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
15
shares
|
$5,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
15
shares
|
$5,358
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
14
shares
|
$5,001
0.0% of portfolio
|
Q1 2025
Reduced 78.13%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
14
shares
|
$5,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
14
shares
|
$5,001
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
9
shares
|
$3,215
0.0% of portfolio
|
Q2 2024
Reduced 43.75%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
9
shares
|
$3,215
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
9
shares
|
$3,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
9
shares
|
$3,215
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$2,858
0.0% of portfolio
|
Q2 2025
Added 300.0%
|