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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
118
shares
|
$54,587
0.02% of portfolio
|
Q3 2025
Reduced 51.44%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
117
shares
|
$54,125
0.01% of portfolio
|
Q1 2025
Reduced 90.85%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
116
shares
|
$53,662
0.01% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
115
shares
|
$53,200
0.01% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
111
shares
|
$51,349
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
111
shares
|
$51,349
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
110
shares
|
$50,887
0.0% of portfolio
|
Q1 2021
Added 10.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
110
shares
|
$50,887
0.0% of portfolio
|
Q4 2025
Reduced 57.36%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
109
shares
|
$50,424
0.0% of portfolio
|
Q4 2024
Reduced 72.19%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
107
shares
|
$49,499
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
106
shares
|
$49,036
0.01% of portfolio
|
Q3 2025
Added 1414.29%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
105
shares
|
$48,574
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
105
shares
|
$48,574
0.01% of portfolio
|
Q1 2024
Reduced 82.64%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
105
shares
|
$48,574
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
104
shares
|
$48,111
0.03% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
102
shares
|
$47,186
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
102
shares
|
$47,186
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$46,261
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
100
shares
|
$46,261
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
100
shares
|
$46,261
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
97
shares
|
$44,873
0.01% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
96
shares
|
$44,410
0.0% of portfolio
|
Q3 2025
Added 4.35%
|
|