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 |
|---|---|---|---|---|---|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
1,236
shares
|
$571,785
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
1,234
shares
|
$570,860
0.06% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
1,228
shares
|
$568,085
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
1,225
shares
|
$566,697
0.22% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
1,225
shares
|
$566,697
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
1,222
shares
|
$565,309
0.24% of portfolio
|
Q1 2023
Reduced 16.98%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,207
shares
|
$558,370
0.08% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
1,205
shares
|
$557,445
0.07% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,204
shares
|
$556,982
0.01% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
1,201
shares
|
$555,594
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
1,200
shares
|
$555,132
0.12% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
1,200
shares
|
$555,132
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,200
shares
|
$555,132
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,197
shares
|
$553,744
0.0% of portfolio
|
Q4 2022
Added 2.57%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
1,192
shares
|
$551,431
0.07% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,192
shares
|
$551,431
0.01% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,186
shares
|
$548,655
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,186
shares
|
$548,655
0.01% of portfolio
|
Q3 2025
Added 31.34%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
1,185
shares
|
$548,192
0.04% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,184
shares
|
$547,730
0.01% of portfolio
|
Q1 2024
Added 3.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,183
shares
|
$547,267
0.01% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
1,182
shares
|
$546,805
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,182
shares
|
$546,805
0.16% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,181
shares
|
$546,342
0.01% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,178
shares
|
$544,954
0.36% of portfolio
|
Q3 2025
Reduced 0.25%
|
|