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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
247
shares
|
$114,264
0.0% of portfolio
|
Q4 2023
Added 63.58%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
242
shares
|
$111,951
0.01% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
240
shares
|
$111,026
0.03% of portfolio
|
Q4 2021
Reduced 78.95%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
240
shares
|
$111,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
240
shares
|
$111,026
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
236
shares
|
$109,175
0.03% of portfolio
|
Q3 2025
Added 153.76%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
227
shares
|
$105,012
0.03% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
223
shares
|
$103,162
0.03% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
212
shares
|
$98,073
0.05% of portfolio
|
Q3 2025
Reduced 60.45%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
209
shares
|
$96,685
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
207
shares
|
$95,760
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
205
shares
|
$94,835
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
205
shares
|
$94,835
0.05% of portfolio
|
Q3 2025
Added 49.64%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
205
shares
|
$94,835
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
204
shares
|
$94,372
0.02% of portfolio
|
Q4 2025
Reduced 5.12%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
202
shares
|
$93,447
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
200
shares
|
$92,522
0.13% of portfolio
|
Q2 2025
Reduced 24.81%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
200
shares
|
$92,522
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
200
shares
|
$92,522
0.06% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
200
shares
|
$92,522
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
197
shares
|
$91,134
0.02% of portfolio
|
Q3 2023
Reduced 2.48%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
195
shares
|
$90,208
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
185
shares
|
$85,582
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
177
shares
|
$81,881
0.01% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
173
shares
|
$80,031
0.01% of portfolio
|
Q3 2024
New holding
|
|