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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
34
shares
|
$14,210
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
31
shares
|
$12,957
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
31
shares
|
$12,957
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
31
shares
|
$12,957
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
30
shares
|
$12,539
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
30
shares
|
$12,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
30
shares
|
$12,539
0.01% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
29
shares
|
$12,121
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$11,703
0.0% of portfolio
|
Q1 2025
Reduced 62.67%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
28
shares
|
$11,703
0.0% of portfolio
|
Q3 2025
Added 55.56%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
28
shares
|
$11,703
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
27
shares
|
$11,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
26
shares
|
$10,867
0.01% of portfolio
|
Q2 2024
Reduced 65.79%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
25
shares
|
$10,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
24
shares
|
$10,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
23
shares
|
$9,613
0.01% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
21
shares
|
$8,777
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
21
shares
|
$8,777
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
20
shares
|
$8,359
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
20
shares
|
$8,359
0.0% of portfolio
|
Q2 2025
Reduced 95.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
20
shares
|
$8,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
19
shares
|
$7,941
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
19
shares
|
$7,941
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
18
shares
|
$7,523
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
18
shares
|
$7,523
0.0% of portfolio
|
Q2 2025
New holding
|