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 |
|---|---|---|---|---|---|
|
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
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
10
shares
|
$4,626
0.0% of portfolio
|
Q3 2025
Reduced 47.37%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
9
shares
|
$4,163
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
9
shares
|
$4,163
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
9
shares
|
$4,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
9
shares
|
$4,163
0.0% of portfolio
|
Q2 2024
Reduced 43.75%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
9
shares
|
$4,163
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
9
shares
|
$4,163
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
8
shares
|
$3,700
0.0% of portfolio
|
Q4 2025
Added 14.29%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
8
shares
|
$3,700
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$3,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
8
shares
|
$3,700
0.0% of portfolio
|
Q2 2025
Reduced 80.49%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8
shares
|
$3,700
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
7
shares
|
$3,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
7
shares
|
$3,238
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6
shares
|
$2,775
0.0% of portfolio
|
Q2 2024
Reduced 83.78%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
6
shares
|
$2,775
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
6
shares
|
$2,775
0.0% of portfolio
|
Q3 2025
Reduced 90.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5
shares
|
$2,313
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
5
shares
|
$2,313
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
5
shares
|
$2,313
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$2,313
0.0% of portfolio
|
Q2 2025
New holding
|
|