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 |
|---|---|---|---|---|---|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
1,040
shares
|
$481,114
0.0% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
1,039
shares
|
$480,651
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,036
shares
|
$479,263
0.45% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
1,034
shares
|
$478,338
0.1% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,034
shares
|
$478,338
0.01% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
1,030
shares
|
$476,488
0.14% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,015
shares
|
$469,549
0.04% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
1,014
shares
|
$469,086
0.34% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
1,009
shares
|
$466,773
0.17% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
1,008
shares
|
$466,310
0.09% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
1,007
shares
|
$465,848
0.05% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,007
shares
|
$465,848
0.01% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
1,003
shares
|
$463,997
0.06% of portfolio
|
Q4 2025
Reduced 17.04%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
1,003
shares
|
$463,997
0.01% of portfolio
|
Q3 2025
Added 50.83%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$462,610
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$462,610
0.24% of portfolio
|
Q1 2022
Reduced 1.57%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$462,610
0.1% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$462,610
0.01% of portfolio
|
Q2 2024
Reduced 66.77%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$462,610
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
998
shares
|
$461,684
0.05% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
990
shares
|
$457,983
0.06% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
985
shares
|
$455,670
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
984
shares
|
$455,208
0.14% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
981
shares
|
$453,820
0.03% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
981
shares
|
$453,820
0.03% of portfolio
|
Q4 2023
Reduced 23.18%
|
|