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 |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
95
shares
|
$43,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
94
shares
|
$43,485
0.01% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
94
shares
|
$43,485
0.01% of portfolio
|
Q3 2025
Added 25.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
90
shares
|
$41,634
0.01% of portfolio
|
Q2 2025
Reduced 62.03%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
90
shares
|
$41,634
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
88
shares
|
$40,709
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
87
shares
|
$40,247
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
86
shares
|
$39,784
0.0% of portfolio
|
Q3 2025
Added 1333.33%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
86
shares
|
$39,784
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
84
shares
|
$38,859
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
83
shares
|
$38,396
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
81
shares
|
$37,471
0.01% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
80
shares
|
$37,008
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
80
shares
|
$37,008
0.03% of portfolio
|
Q4 2025
Reduced 46.67%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
78
shares
|
$36,083
0.01% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
76
shares
|
$35,158
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
72
shares
|
$33,307
0.01% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
72
shares
|
$33,307
0.01% of portfolio
|
Q2 2025
Added 1340.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
70
shares
|
$32,382
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
70
shares
|
$32,382
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
70
shares
|
$32,382
0.02% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
69
shares
|
$31,920
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
66
shares
|
$30,532
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Oakmont Corp
|
Nov 07, 2025 Q3 2025 |
65
shares
|
$30,069
0.0% of portfolio
|
Q4 2023
Reduced 50.38%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
64
shares
|
$29,607
0.02% of portfolio
|
Q3 2025
Added 33.33%
|
|