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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
977
shares
|
$451,969
0.05% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
967
shares
|
$447,343
0.06% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
963
shares
|
$445,493
0.06% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
962
shares
|
$445,030
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
961
shares
|
$444,568
0.02% of portfolio
|
Q3 2025
Added 4705.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
961
shares
|
$444,568
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
957
shares
|
$442,717
0.01% of portfolio
|
Q3 2025
Added 31.1%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
953
shares
|
$440,867
0.03% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
953
shares
|
$440,867
0.0% of portfolio
|
Q3 2023
Reduced 20.72%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
952
shares
|
$440,404
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
950
shares
|
$439,479
0.12% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
948
shares
|
$438,554
0.02% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
945
shares
|
$437,166
0.05% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
942
shares
|
$435,778
0.0% of portfolio
|
Q3 2025
Reduced 93.25%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
941
shares
|
$435,316
0.04% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
941
shares
|
$435,316
0.03% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
938
shares
|
$433,928
0.91% of portfolio
|
Q4 2023
New holding
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
936
shares
|
$433,002
0.05% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
933
shares
|
$431,615
0.04% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
932
shares
|
$431,152
0.05% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
932
shares
|
$431,152
0.01% of portfolio
|
Q2 2024
Added 7.62%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
927
shares
|
$428,839
0.14% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
920
shares
|
$425,601
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
920
shares
|
$425,601
0.02% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
914
shares
|
$422,825
0.02% of portfolio
|
Q3 2025
Reduced 6.73%
|
|