Institutional Ownership Cummins Inc (CMI)
This table provides information about the institutional ownership of Cummins Inc (CMI). We have compiled data on the 1,920 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $52.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
1,037
shares
|
$479,726
0.08% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,036
shares
|
$479,263
0.45% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
1,034
shares
|
$478,338
0.09% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,034
shares
|
$478,338
0.01% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
1,030
shares
|
$476,488
0.14% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
1,027
shares
|
$475,100
0.08% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
1,017
shares
|
$470,474
0.05% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,015
shares
|
$469,549
0.04% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
1,014
shares
|
$469,086
0.34% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
1,009
shares
|
$466,773
0.17% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
1,008
shares
|
$466,310
0.09% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,007
shares
|
$465,848
0.01% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
1,003
shares
|
$463,997
0.01% of portfolio
|
Q3 2025
Added 50.83%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$462,610
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$462,610
0.24% of portfolio
|
Q1 2022
Reduced 1.57%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$462,610
0.1% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$462,610
0.01% of portfolio
|
Q2 2024
Reduced 66.77%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$462,610
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
998
shares
|
$461,684
0.05% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
993
shares
|
$459,371
0.19% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
990
shares
|
$457,983
0.06% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
985
shares
|
$455,670
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
984
shares
|
$455,208
0.14% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
981
shares
|
$453,820
0.03% of portfolio
|
Q4 2023
Reduced 23.18%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
980
shares
|
$453,357
0.12% of portfolio
|
Q1 2025
Reduced 1.41%
|
|