CMI · Company research
Cummins Inc. (CMI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 356 | 183899000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324 | 167369 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324 | 167369 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Family Manage LLC | 1539947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 420 | 299548 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1321993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 285030 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10079 | 7188373 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2613 | 1863618 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3692 | 2633171 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1744 | 1243838 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 387 | 276012 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHICAGO TRUST Co NA | 1601539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4517 | 3221569 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HENNESSY ADVISORS INC | 1145255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1508 | 1075521 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 713 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DDD Partners, LLC | 1729673 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38457 | 27427917 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1559 | 1112413 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2006637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2306 | 1644810 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56027 | 39959017 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Union Bancaire Privee, UBP SA | 1716607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22182 | 20181072 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5475 | 3904537 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 335 | 238925 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Eukles Asset Management | 1632553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9030 | 6440184 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 374240 | 266913692 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Canada Post Corp Registered Pension Plan | 1991835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9272 | 6612883 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Stonebrook Private Inc. | 2008738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1819 | 1297468 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Perpetual Ltd | 1647273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1672 | 1192487 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105 | 75 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Greater Midwest Financial Group, LLC | 2025409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5031 | 3587814 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122746 | 87543445 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246 | 175450 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1435 | 1023456 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Portside Wealth Group, LLC | 1978608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 932 | 664712 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CUTLER INVESTMENT COUNSEL LLC | 1285973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 911 | 649635 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5115 | 3648069 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| B. Riley Wealth Advisors, Inc. | 1464811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1758 | 1214694 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432 | 308107 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BLB&B Advisors, LLC | 1389059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1380 | 984230 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14300 | 10198903 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9653 | 6884535 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 34234 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1730521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 627 | 447183 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1363 | 972196 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2501 | 1784077 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 654 | 466 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Southland Equity Partners LLC | 2006517 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 413 | 294556 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| New Capital Management LP | 1696731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 374 | 266908 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FAMILY OFFICE, LLC | 2020280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1182 | 843014 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7408 | 5283482 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TOTH FINANCIAL ADVISORY CORP | 866780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 401 | 285998 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MainStreet Investment Advisors LLC | 1729854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6218 | 4434740 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 884414 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18354 | 13090256 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FourThought Financial Partners, LLC | 1956790 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 457 | 325997 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 3566 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307 | 218955 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| HOWLAND CAPITAL MANAGEMENT LLC | 1079112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 911 | 649735 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Midwest Trust Co | 2077080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14011 | 9992785 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 35660 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 17117 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Richard P Slaughter Associates Inc | 1811783 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 394 | 281005 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1695344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 353 | 251763 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ADVISORS MANAGEMENT GROUP INC /ADV | 842766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 508 | 362 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 32808 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2264 | 1614707 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Facet Wealth, Inc. | 1748271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 793 | 565491 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PINEBRIDGE INVESTMENTS LLC | 2088548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33589 | 23956011 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SevenBridge Financial Group, LLC | 1673954 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11861 | 7641634 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43147 | 29440061 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allen Mooney & Barnes Investment Advisors LLC | 2001461 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28039 | 19997986 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17817 | 12707023 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cercano Management LLC | 1936416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 382 | 272446 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| USA FINANCIAL FORMULAS | 1534358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 784531 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| McGowan Group Asset Management, Inc. | 1633227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 431 | 307394 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Investment Research Partners LLC | 2069274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 453 | 323084 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 972 | 693002 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 411485 | 293475217 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Neumann Capital Management, LLC | 1631930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 930 | 663285 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Crestmont Private Wealth LLC | 1873372 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 654 | 466439 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125381 | 89373897 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jacksonville Wealth Management, LLC | 2048486 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 836 | 596585 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Allied Private Wealth LLC | 2132253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82 | 55420 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36915 | 26328147 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.