Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,932 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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
158
shares
|
$73,092
0.05% of portfolio
|
Q3 2025
Reduced 45.14%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
157
shares
|
$72,629
0.0% of portfolio
|
Q2 2025
Added 80.46%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
157
shares
|
$72,629
0.0% of portfolio
|
Q1 2025
Added 98.73%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
156
shares
|
$72,167
0.01% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
155
shares
|
$71,704
0.0% of portfolio
|
Q4 2025
Added 86.75%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
155
shares
|
$71,704
0.03% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
154
shares
|
$71,241
0.05% of portfolio
|
Q4 2024
Reduced 81.1%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
153
shares
|
$70,779
0.02% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
153
shares
|
$70,779
0.04% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
150
shares
|
$69,391
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
148
shares
|
$68,466
0.01% of portfolio
|
Q3 2025
Reduced 22.11%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
148
shares
|
$68,466
0.0% of portfolio
|
Q4 2022
Reduced 11.9%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
145
shares
|
$67,078
0.01% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
139
shares
|
$64,302
0.02% of portfolio
|
Q2 2025
Reduced 98.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
139
shares
|
$64,302
0.01% of portfolio
|
Q3 2023
Added 21.93%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
139
shares
|
$64,302
0.01% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
135
shares
|
$62,452
0.03% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
131
shares
|
$60,601
0.02% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
131
shares
|
$60,601
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
131
shares
|
$60,601
0.04% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
130
shares
|
$60,139
0.0% of portfolio
|
Q3 2025
Reduced 50.38%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
129
shares
|
$59,676
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
126
shares
|
$58,288
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
125
shares
|
$57,826
0.01% of portfolio
|
Q4 2024
Added 316.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
121
shares
|
$55,975
0.01% of portfolio
|
Q2 2025
Added 2.54%
|
|