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 |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
23
shares
|
$10,640
0.02% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
21
shares
|
$9,714
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
21
shares
|
$9,714
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
20
shares
|
$9,252
0.0% of portfolio
|
Q2 2025
Reduced 95.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
20
shares
|
$9,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
20
shares
|
$9,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
19
shares
|
$8,789
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
19
shares
|
$8,789
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
18
shares
|
$8,326
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
18
shares
|
$8,326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
18
shares
|
$8,326
0.0% of portfolio
|
Q4 2025
Reduced 35.71%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
17
shares
|
$7,864
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
17
shares
|
$7,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
16
shares
|
$7,401
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
16
shares
|
$7,401
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
16
shares
|
$7,401
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
15
shares
|
$6,939
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
15
shares
|
$6,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
15
shares
|
$6,939
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
14
shares
|
$6,476
0.0% of portfolio
|
Q1 2025
Reduced 78.13%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
13
shares
|
$6,013
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
13
shares
|
$6,013
0.0% of portfolio
|
Q2 2025
Reduced 71.11%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
13
shares
|
$6,013
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
12
shares
|
$5,551
0.0% of portfolio
|
Q3 2025
Reduced 95.2%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
10
shares
|
$4,626
0.0% of portfolio
|
Q2 2025
New holding
|
|