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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
980
shares
|
$453,357
0.12% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
977
shares
|
$451,969
0.05% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
968
shares
|
$447,806
0.04% of portfolio
|
Q4 2025
Reduced 12.64%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
967
shares
|
$447,343
0.06% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
963
shares
|
$445,493
0.06% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
962
shares
|
$445,030
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
961
shares
|
$444,568
0.02% of portfolio
|
Q3 2025
Added 4705.0%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
957
shares
|
$442,717
0.01% of portfolio
|
Q3 2025
Added 31.1%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
956
shares
|
$442,255
0.06% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
953
shares
|
$440,867
0.03% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
953
shares
|
$440,867
0.0% of portfolio
|
Q3 2023
Reduced 20.72%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
952
shares
|
$440,404
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
948
shares
|
$438,554
0.02% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
944
shares
|
$436,703
0.19% of portfolio
|
Q4 2025
Reduced 4.93%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
941
shares
|
$435,316
0.04% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
941
shares
|
$435,316
0.03% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
938
shares
|
$433,928
0.91% of portfolio
|
Q4 2023
New holding
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
936
shares
|
$433,002
0.05% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
933
shares
|
$431,615
0.04% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
932
shares
|
$431,152
0.05% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
932
shares
|
$431,152
0.01% of portfolio
|
Q2 2024
Added 7.62%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
930
shares
|
$430,227
0.13% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
927
shares
|
$428,839
0.14% of portfolio
|
Q1 2025
Added 0.32%
|
|