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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
1,095
shares
|
$506,557
0.08% of portfolio
|
Q3 2025
Reduced 48.78%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
1,090
shares
|
$504,244
0.03% of portfolio
|
Q3 2025
Added 37.63%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
1,084
shares
|
$501,469
0.04% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,082
shares
|
$500,544
0.01% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,080
shares
|
$499,618
0.01% of portfolio
|
Q3 2023
Added 0.75%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
1,077
shares
|
$498,230
0.04% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
1,074
shares
|
$496,843
0.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,073
shares
|
$496,380
0.03% of portfolio
|
Q3 2025
Added 277.82%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
1,073
shares
|
$496,380
0.1% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,064
shares
|
$492,217
0.01% of portfolio
|
Q3 2025
Added 32.01%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
1,064
shares
|
$492,217
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
1,063
shares
|
$491,754
0.04% of portfolio
|
Q3 2025
Reduced 60.01%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,062
shares
|
$491,291
0.13% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
1,058
shares
|
$489,441
0.44% of portfolio
|
Q3 2025
Reduced 26.17%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,054
shares
|
$487,590
0.07% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
1,054
shares
|
$487,590
0.08% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,050
shares
|
$485,740
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$485,740
0.07% of portfolio
|
Q3 2021
Reduced 27.59%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
1,049
shares
|
$485,277
0.05% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
1,048
shares
|
$484,815
0.1% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,048
shares
|
$484,815
0.01% of portfolio
|
Q3 2025
Reduced 73.68%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
1,045
shares
|
$483,427
0.03% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
1,044
shares
|
$482,964
0.04% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,041
shares
|
$481,577
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,040
shares
|
$481,114
0.03% of portfolio
|
Q3 2025
Reduced 7.39%
|
|