Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,938 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 $52.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
2,146
shares
|
$992,761
0.26% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,135
shares
|
$987,672
0.04% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
2,134
shares
|
$987,209
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,130
shares
|
$985,359
0.02% of portfolio
|
Q2 2025
Reduced 39.44%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,128
shares
|
$984,434
0.05% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
2,117
shares
|
$979,345
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
2,112
shares
|
$977,032
0.08% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
2,111
shares
|
$976,569
0.03% of portfolio
|
Q4 2022
Added 23.38%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
2,108
shares
|
$975,181
0.28% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,106
shares
|
$974,256
0.05% of portfolio
|
Q3 2025
Reduced 25.35%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
2,097
shares
|
$970,093
0.21% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,096
shares
|
$969,630
0.05% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
2,095
shares
|
$969,167
0.22% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
2,089
shares
|
$966,392
0.26% of portfolio
|
Q4 2025
Added 284.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,089
shares
|
$966,392
0.03% of portfolio
|
Q3 2025
Reduced 65.31%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
2,084
shares
|
$964,079
0.13% of portfolio
|
Q4 2025
Added 4.1%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
2,074
shares
|
$959,453
0.12% of portfolio
|
Q3 2025
Added 140.05%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
2,071
shares
|
$958,065
0.01% of portfolio
|
Q3 2025
Reduced 43.04%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,068
shares
|
$956,677
0.03% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
2,047
shares
|
$946,962
0.07% of portfolio
|
Q3 2025
Added 37.57%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
2,046
shares
|
$946,500
0.26% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
2,041
shares
|
$944,187
0.56% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
2,034
shares
|
$940,948
0.05% of portfolio
|
Q3 2025
Added 73.55%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,017
shares
|
$933,084
0.02% of portfolio
|
Q4 2022
Reduced 5.75%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
2,016
shares
|
$932,621
0.09% of portfolio
|
Q1 2025
New holding
|
|