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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
920
shares
|
$425,601
0.02% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
919
shares
|
$425,138
0.08% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
914
shares
|
$422,825
0.02% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
914
shares
|
$422,825
0.05% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
913
shares
|
$422,362
0.02% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
912
shares
|
$421,900
0.09% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
910
shares
|
$420,975
0.02% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
908
shares
|
$420,049
0.02% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
903
shares
|
$417,736
0.06% of portfolio
|
Q4 2023
Reduced 13.84%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
900
shares
|
$416,349
0.04% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
898
shares
|
$415,423
0.02% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
897
shares
|
$414,961
0.28% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
895
shares
|
$414,035
0.0% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
895
shares
|
$414,035
0.27% of portfolio
|
Q3 2025
Reduced 16.28%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
893
shares
|
$413,110
0.06% of portfolio
|
Q2 2023
Added 209.0%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
890
shares
|
$411,722
0.05% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
888
shares
|
$410,797
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
885
shares
|
$409,409
0.06% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
885
shares
|
$409,409
0.07% of portfolio
|
Q3 2025
Reduced 67.43%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
885
shares
|
$409,409
0.17% of portfolio
|
Q4 2025
Reduced 4.84%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
872
shares
|
$403,395
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
872
shares
|
$403,395
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
870
shares
|
$402,470
0.0% of portfolio
|
Q3 2025
Reduced 87.11%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
869
shares
|
$402,008
0.02% of portfolio
|
Q4 2025
Added 31.27%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
865
shares
|
$400,157
0.01% of portfolio
|
Q3 2025
Reduced 1.48%
|
|