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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
17
shares
|
$7,105
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
17
shares
|
$7,105
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
17
shares
|
$7,105
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
16
shares
|
$6,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
15
shares
|
$6,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
15
shares
|
$6,269
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
14
shares
|
$5,851
0.0% of portfolio
|
Q1 2025
Reduced 78.13%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
14
shares
|
$5,851
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
13
shares
|
$5,433
0.0% of portfolio
|
Q2 2025
Reduced 71.11%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$5,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
12
shares
|
$5,015
0.0% of portfolio
|
Q2 2025
Reduced 64.71%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
11
shares
|
$4,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
10
shares
|
$4,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
10
shares
|
$4,179
0.0% of portfolio
|
Q3 2025
Reduced 47.37%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
9
shares
|
$3,761
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
9
shares
|
$3,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
9
shares
|
$3,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
9
shares
|
$3,761
0.0% of portfolio
|
Q2 2024
Reduced 43.75%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
9
shares
|
$3,761
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
9
shares
|
$3,761
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$3,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
8
shares
|
$3,343
0.0% of portfolio
|
Q2 2025
Reduced 80.49%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8
shares
|
$3,343
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
7
shares
|
$2,925
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
7
shares
|
$2,925
0.0% of portfolio
|
Q1 2025
New holding
|