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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
503
shares
|
$232,692
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
503
shares
|
$232,692
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
500
shares
|
$231,305
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
500
shares
|
$231,305
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
500
shares
|
$231,305
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
500
shares
|
$231,305
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
500
shares
|
$231,305
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
500
shares
|
$231,305
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
500
shares
|
$231,305
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
498
shares
|
$230,379
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
498
shares
|
$230,379
0.01% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
496
shares
|
$229,454
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
494
shares
|
$228,529
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
493
shares
|
$228,066
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
492
shares
|
$227,604
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
489
shares
|
$226,216
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
488
shares
|
$225,753
0.04% of portfolio
|
Q2 2025
Added 101.65%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
487
shares
|
$225,291
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
485
shares
|
$224,365
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
484
shares
|
$223,903
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
482
shares
|
$222,978
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
479
shares
|
$221,590
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
479
shares
|
$221,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
478
shares
|
$221,127
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
477
shares
|
$220,664
0.0% of portfolio
|
Q3 2025
New holding
|
|