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 $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$2,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
8
shares
|
$2,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
8
shares
|
$2,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
7
shares
|
$2,412
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
7
shares
|
$2,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
7
shares
|
$2,412
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
7
shares
|
$2,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$2,412
0.0% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
7
shares
|
$2,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
7
shares
|
$2,412
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7
shares
|
$2,412
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
7
shares
|
$2,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$2,067
0.0% of portfolio
|
Q2 2024
Reduced 83.78%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
6
shares
|
$2,067
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
6
shares
|
$2,067
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
6
shares
|
$2,067
0.01% of portfolio
|
Q1 2025
Reduced 84.62%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
5
shares
|
$1,723
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
5
shares
|
$1,723
0.0% of portfolio
|
Q4 2024
Reduced 93.33%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
5
shares
|
$1,723
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
4
shares
|
$1,378
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
4
shares
|
$1,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
4
shares
|
$1,378
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$1,033
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
3
shares
|
$1,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
3
shares
|
$1,033
0.0% of portfolio
|
Q2 2024
Added 50.0%
|