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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
914
shares
|
$422,825
0.0% of portfolio
|
Q3 2025
Added 29.1%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
914
shares
|
$422,825
0.05% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
913
shares
|
$422,362
0.02% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
912
shares
|
$421,900
0.09% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
910
shares
|
$420,975
0.02% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
908
shares
|
$420,049
0.02% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
904
shares
|
$418,199
0.07% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
903
shares
|
$417,736
0.06% of portfolio
|
Q4 2023
Reduced 13.84%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
900
shares
|
$416,349
0.04% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
898
shares
|
$415,423
0.02% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
897
shares
|
$414,961
0.28% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
895
shares
|
$414,035
0.0% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
895
shares
|
$414,035
0.27% of portfolio
|
Q3 2025
Reduced 16.28%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
893
shares
|
$413,110
0.06% of portfolio
|
Q2 2023
Added 209.0%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
890
shares
|
$411,722
0.05% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
888
shares
|
$410,797
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
885
shares
|
$409,409
0.06% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
885
shares
|
$409,409
0.07% of portfolio
|
Q3 2025
Reduced 67.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
877
shares
|
$405,708
0.01% of portfolio
|
Q3 2025
Reduced 24.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
872
shares
|
$403,395
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
870
shares
|
$402,470
0.0% of portfolio
|
Q3 2025
Reduced 87.11%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
865
shares
|
$400,157
0.01% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
863
shares
|
$399,232
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
863
shares
|
$399,232
0.08% of portfolio
|
Q2 2025
Added 33.18%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
860
shares
|
$397,844
0.04% of portfolio
|
Q3 2025
Added 8.04%
|
|