CUMMINS INC (CMI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
81
Reporting holders
$332.8M
Reported value
0.1%
Calls
0.2%
Puts
-2,030
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hamlin Capital Management, LLC | $178.6M | 345,805 | 4.42% | 32q | -10.0%-$19.9M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $31.1M | 60,127 | 0.37% | 2q | -39.6%-$20.3M |
| Allen Mooney & Barnes Investment Advisors LLC | $14.9M | 28,916 | 2.22% | 19q | +3.1%+$453.0K |
| Adams Asset Advisors, LLC | $14.4M | 27,883 | 1.46% | 32q | -1.2%-$180.3K |
| YHB Investment Advisors, Inc. | $7.8M | 15,146 | 0.49% | 32q | -2.8%-$229.4K |
| CoreCap Advisors, LLC | $6.8M | 13,093 | 0.19% | 9q | -0.6%-$40.8K |
| MassMutual Private Wealth & Trust, FSB | $6.6M | 12,805 | 0.17% | 32q | +27.6%+$1.4M |
| Stonebridge Financial Group, LLC | $6.4M | 12,300 | 0.47% | 8q | +2.3%+$144.6K |
| SAPIENT CAPITAL LLC | $5.7M | 11,128 | 0.08% | 12q | -50.4%-$5.8M |
| Dupree Financial Group, LLC | $5.7M | 10,941 | 2.04% | 9q | +0.8%+$44.9K |
| Avidian Wealth Enterprises, LLC | $5.1M | 9,796 | 0.14% | 9q | +1.4%+$67.7K |
| Valeo Financial Advisors, LLC | $4.8M | 9,345 | 0.10% | 32q | -2.8%-$136.9K |
| Farther Finance Advisors, LLC | $4.3M | 8,327 | 0.03% | 16q | +2.8%+$115.7K |
| GAMMA Investing LLC | $3.0M | 5,890 | 0.10% | 12q | +4.5%+$130.2K |
| Central Pacific Bank - Trust Division | $2.8M | 5,336 | 0.29% | 11q | -7.9%-$235.6K |
| First Citizens Financial Corp | $2.4M | 4,566 | 0.99% | 27q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $2.1M | 3,985 | 0.17% | 32q | -8.6%-$194.2K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.9M | 3,660 | 0.16% | 14q | -5.0%-$99.7K |
| RFG - Bristol Wealth Advisors, LLC | $1.7M | 3,204 | 0.39% | 8q | -5.7%-$99.2K |
| Atlas Brown,Inc. | $1.6M | 3,173 | 0.43% | 31q | HELD |
| Acropolis Investment Management, LLC | $1.3M | 2,548 | 0.05% | 32q | -48.5%-$1.2M |
| Apella Capital, LLC | $1.2M | 2,360 | 0.02% | 7q | +65.5%+$483.3K |
| Montecito Bank & Trust | $1.1M | 2,066 | 0.16% | 31q | HELD |
| DIVERSIFIED MANAGEMENT INC | $1.1M | 2,045 | 0.18% | new | NEW |
| CYPRESS ASSET MANAGEMENT INC/TX | $1.0M | 1,977 | 0.20% | 24q | -5.7%-$62.0K |
| ROCKLAND TRUST CO | $980.5K | 1,898 | 0.04% | 32q | -5.8%-$59.9K |
| Wedmont Private Capital | $948.6K | 1,823 | 0.02% | 12q | +2.9%+$26.5K |
| Versant Capital Management, Inc | $928.3K | 1,797 | 0.08% | 32q | -9.6%-$98.1K |
| DAVIDSON TRUST CO | $901.4K | 1,745 | 0.36% | 14q | -30.1%-$387.4K |
| Hickory Point Bank & Trust | $885.9K | 1,715 | 0.53% | 8q | -3.4%-$31.0K |
| CenterStar Asset Management, LLC | $826.5K | options only | 0.19% | new | OPTIONS |
| FIRST FINANCIAL BANK - TRUST DIVISION | $704.6K | 1,364 | 0.05% | 32q | -1.3%-$9.3K |
| AMERICAN NATIONAL BANK & TRUST | $704.1K | 1,363 | 0.06% | 7q | -9.3%-$71.8K |
| Venture Visionary Partners LLC | $661.7K | 1,281 | 0.02% | 24q | +3.5%+$22.2K |
| Vann Equity Management LLC | $649.0K | 1,256 | 0.39% | 3q | +1.5%+$9.3K |
| Family Legacy Financial Solutions, LLC | $633.6K | 1,227 | 0.37% | 6q | -0.9%-$5.7K |
| EASTERN BANK | $577.5K | 1,118 | 0.01% | 9q | HELD |
| Crumly & Associates Inc. | $558.9K | 1,082 | 0.10% | 14q | HELD |
| Stokes Capital Advisors, LLC | $525.4K | 1,017 | 0.12% | new | NEW |
| Heartwood Wealth Advisors LLC | $491.8K | 952 | 0.04% | 19q | HELD |
| Legacy Private Trust Co. | $462.8K | 896 | 0.03% | 16q | HELD |
| Greenfield Savings Bank | $442.2K | 856 | 0.17% | 18q | HELD |
| Coastline Trust Co | $405.0K | 784 | 0.04% | 32q | HELD |
| Kessler Investment Group, LLC | $394.1K | 763 | 0.19% | 32q | -9.3%-$40.3K |
| RIVERSEDGE ADVISORS, LLC | $385.9K | 747 | 0.05% | 4q | +14.6%+$49.1K |
| Meadowbrook Wealth Management, LLC | $374.5K | 725 | 0.39% | 5q | -5.2%-$20.7K |
| Monument Capital Management | $369.9K | 716 | 0.08% | 5q | -25.4%-$126.0K |
| CHAPIN DAVIS, INC. | $357.6K | 692 | 0.07% | 16q | -0.6%-$2.1K |
| Bullock Wealth Management Group | $345.6K | 668 | 0.14% | 11q | HELD |
| Castle Rock Wealth Management, LLC | $330.3K | 617 | 0.06% | 5q | +3.2%+$10.2K |
| PARK NATIONAL CORP /OH/ | $326.0K | 631 | 0.01% | 11q | -5.1%-$17.6K |
| Decker Wealth Management LLC | $320.8K | 621 | 0.07% | 4q | HELD |
| Rosenberg Matthew Hamilton | $313.0K | 606 | 0.06% | 26q | +22.4%+$57.3K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $299.6K | 580 | 0.07% | 5q | HELD |
| Quintet Private Bank (Europe) S.A. | $295.5K | 572 | 0.01% | new | NEW |
| Kaydan Wealth Management, Inc. | $293.9K | 569 | 0.10% | 5q | -0.9%-$2.6K |
| GILPIN WEALTH MANAGEMENT, LLC | $284.1K | 550 | 0.19% | 4q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $271.2K | 525 | 0.05% | 5q | -6.1%-$17.6K |
| ARMSTRONG ADVISORY GROUP, INC | $249.6K | 483 | 0.02% | 16q | -5.8%-$15.5K |
| Friday Financial | $245.1K | 474 | 0.05% | new | NEW |
| Everhart Financial Group, Inc. | $234.5K | 454 | 0.01% | 4q | HELD |
| Balefire, LLC | $223.2K | 432 | 0.04% | 5q | -24.7%-$73.4K |
| EPIQ PARTNERS, LLC | $223.2K | 432 | 0.10% | 4q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $213.3K | 413 | 0.02% | 32q | +3.0%+$6.2K |
| Grove Bank & Trust | $204.0K | 395 | 0.02% | 16q | -2.5%-$5.2K |
| Wealth Enhancement Trust Services, Inc. | $178.7K | 346 | 0.02% | 4q | -53.1%-$202.5K |
| Dakota Community Bank & Trust NA | $160.1K | 310 | 0.46% | 2q | +69.4%+$65.6K |
| Bangor Savings Bank | $85.8K | 166 | 0.01% | 18q | -5.7%-$5.2K |
| GoalVest Advisory LLC | $60.4K | 117 | 0.01% | 11q | HELD |
| Noble Wealth Management PBC | $41.3K | 80 | 0.02% | 7q | -1.2% |
| Olistico Wealth, LLC | $39.8K | 77 | 0.02% | 4q | HELD |
| Retirement Wealth Solutions LLC | $36.5K | 71 | 0.02% | 8q | +9.2%+$3.1K |
| STEPH & CO | $27.9K | 54 | 0.01% | 5q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $26.3K | 51 | 0.02% | 7q | +15.9%+$3.6K |
| Bank of New Hampshire | $24.8K | 48 | 0.01% | 19q | HELD |
| Mn Services Vermogensbeheer B.V. | $20.8K | 40,283 | 0.16% | 31q | HELD |
| JACOBS & CO/CA | $15.6K | 30,207 | 1.35% | 32q | -0.5% |
| Marquette Asset Management, LLC | $12.4K | 24 | 0.00% | 5q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $10.3K | 20 | 0.00% | 5q | -56.5%-$13.4K |
| Pacifica Partners Inc. | $7.2K | 14 | 0.00% | 16q | HELD |
| Trust Co | $4.1K | 8 | 0.00% | 30q | HELD |
| Planning Strategies Inc. | $2.6K | 5 | 0.00% | 2q | HELD |
| CX Institutional | $2.4K | 4,614 | 0.06% | 19q | +1.7% |
| Davis Capital Management | $1.0K | 2 | 0.00% | 5q | -33.3% |
| Polaris Financial Partners | $107 | 206 | 0.05% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-12 | Bush Jennifer Mary | VP & Pres. - Power Systems | Sold | 5,000 | $3.5M ×6 |
| 2026-05-08 | Boakye Marvin | VP - CHRO | Sold | 3,481 | $2.4M ×5 |
| 2026-05-08 | Lamb-Hale Nicole | VP, CAO & Corporate Secretary | Sold | 2,408 | $1.7M ×3 |
| 2026-05-14 | JACKSON DONALD G | VP - Treasury & Tax | Sold | 730 | $519.0K ×3 |
| 2026-05-11 | Merritt Brett Michael | V.P & Pres. - Engine Business | Sold | 701 | $483.2K |
| 2026-05-11 | Fetch Bonnie J | EVP & President - Operations | Sold | 652 | $456.5K |
| 2026-05-11 | Fetch Bonnie J | EVP & President - Operations | Sold | 643 | $451.7K |
| 2026-05-11 | Stoner Nathan R | VP - China ABO | Sold | 607 | $421.3K |
| 2026-08-24 | Newsome Earl | VP - Chief Information Officer | Sold | 698 | $399.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 81 | $332.8M | 642,654 | 5 | 18 | 35 | 0.2% |
| Q2 2026 | 2,111 | $92.1B | 127,657,884 | 258 | 703 | 665 | 1.5% |
| Q1 2026 | 1,960 | $64.2B | 117,865,060 | 176 | 622 | 676 | 1.3% |
| Q4 2025 | 1,885 | $61.9B | 119,777,483 | 192 | 549 | 609 | 1.4% |
| Q3 2025 | 1,685 | $50.1B | 117,328,362 | 203 | 516 | 542 | 1.2% |
| Q2 2025 | 1,566 | $39.0B | 118,117,486 | 104 | 578 | 509 | 0.9% |
| Q1 2025 | 1,578 | $37.0B | 116,956,716 | 153 | 540 | 491 | 1.0% |
| Q4 2024 | 1,561 | $41.1B | 116,403,122 | 135 | 453 | 501 | 1.3% |
| Q3 2024 | 1,439 | $38.4B | 117,368,611 | 136 | 461 | 474 | 1.7% |
| Q2 2024 | 1,397 | $33.2B | 117,632,611 | 105 | 456 | 456 | 1.8% |
| Q1 2024 | 1,379 | $37.0B | 122,721,599 | 124 | 389 | 534 | 2.4% |
| Q4 2023 | 1,378 | $29.9B | 121,138,358 | 134 | 392 | 452 | 2.9% |
| Q3 2023 | 1,251 | $27.9B | 118,135,583 | 54 | 412 | 422 | 3.1% |
| Q2 2023 | 1,277 | $29.7B | 117,465,628 | 76 | 446 | 420 | 3.0% |
| Q1 2023 | 1,276 | $29.5B | 121,598,300 | 91 | 430 | 396 | 2.8% |
| Q4 2022 | 1,289 | $29.8B | 119,002,332 | 123 | 428 | 394 | 3.3% |
| Q3 2022 | 1,215 | $24.4B | 116,077,719 | 104 | 443 | 335 | 3.0% |
| Q2 2022 | 1,199 | $22.8B | 114,716,221 | 70 | 437 | 412 | 2.7% |
| Q1 2022 | 1,229 | $24.1B | 115,008,469 | 99 | 500 | 363 | 2.2% |
| Q4 2021 | 1,260 | $25.7B | 114,321,339 | 82 | 386 | 412 | 3.5% |
| Q3 2021 | 1,178 | $26.7B | 116,149,161 | 62 | 451 | 368 | 2.2% |
| Q2 2021 | 1,227 | $29.1B | 117,397,042 | 84 | 452 | 387 | 1.7% |
| Q1 2021 | 1,237 | $31.5B | 119,546,223 | 128 | 396 | 428 | 1.7% |
| Q4 2020 | 1,179 | $28.4B | 121,807,391 | 120 | 378 | 374 | 2.4% |
| Q3 2020 | 1,080 | $26.4B | 122,215,944 | 124 | 313 | 417 | 2.1% |
| Q2 2020 | 1,018 | $22.2B | 124,798,227 | 120 | 282 | 408 | 2.4% |
| Q1 2020 | 974 | $16.9B | 122,076,909 | 65 | 321 | 413 | 3.1% |
| Q4 2019 | 1,093 | $23.3B | 126,177,197 | 88 | 312 | 401 | 3.2% |
| Q3 2019 | 1,011 | $21.4B | 129,043,690 | 60 | 375 | 364 | 2.3% |
| Q2 2019 | 1,080 | $24.9B | 132,151,340 | 113 | 372 | 368 | 3.5% |
| Q1 2019 | 1,054 | $21.3B | 130,800,474 | 141 | 372 | 332 | 3.5% |
| Q4 2018 | 974 | $18.4B | 135,302,812 | 12 | 16 | 25 | 2.1% |