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 |
|---|---|---|---|---|---|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
822
shares
|
$380,265
0.16% of portfolio
|
Q3 2025
Added 33.44%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
821
shares
|
$379,802
0.13% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
820
shares
|
$379,340
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
820
shares
|
$379,340
0.43% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
819
shares
|
$378,877
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
814
shares
|
$376,564
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
814
shares
|
$376,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
810
shares
|
$374,714
0.03% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
808
shares
|
$373,788
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
801
shares
|
$370,550
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
800
shares
|
$370,088
0.14% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
800
shares
|
$370,088
0.04% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
800
shares
|
$370,088
0.0% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
800
shares
|
$370,088
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
799
shares
|
$369,625
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
799
shares
|
$369,625
0.06% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
796
shares
|
$368,237
0.15% of portfolio
|
Q4 2025
Added 48.79%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
794
shares
|
$367,312
0.21% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
792
shares
|
$366,387
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
791
shares
|
$365,924
0.01% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
791
shares
|
$365,924
0.04% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
783
shares
|
$362,223
0.02% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
782
shares
|
$361,761
0.01% of portfolio
|
Q2 2020
Reduced 55.48%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
779
shares
|
$360,373
0.0% of portfolio
|
Q3 2025
Added 19375.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
775
shares
|
$358,522
0.02% of portfolio
|
Q3 2022
Reduced 0.26%
|
|