CUMMINS INC (CMI) — Institutional Holders, Q2 2026 (page 21)
2,115 institutional investment managers reported a CMI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $83.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 2,001 to 2,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CMI 13F holders ranked 2,001–2,100 of 2,115
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | Monetary Solutions, Ltd#2001 · 40 sh | 40 | $28.5K | — | 0.0% |
| 2002 | Carolina Wealth Advisors#2002 · 38 sh | 38 | $27.1K | — | 0.0% |
| 2003 | TD Capital Management#2003 · 38 sh | 38 | $27.0K | <0.01% | 0.0% |
| 2004 | Persistent Asset Partners Ltd#2004 · 37 sh | 37 | $26.4K | <0.01% | New |
| 2005 | JPL Wealth Management#2005 · 36 sh | 36 | $25.7K | <0.01% | +9.1% |
| 2006 | Signature Equity Partners#2006 · 35 sh | 35 | $25.3K | 0.01% | -50.0% |
| 2007 | Morton Brown Family Wealth#2007 · 34 sh | 34 | $24.5K | — | 0.0% |
| 2008 | Costello Asset Management#2008 · 33 sh | 33 | $23.5K | <0.01% | +13.8% |
| 2009 | FLAGSHIP WEALTH ADVISORS#2009 · 33 sh | 33 | $23.5K | <0.01% | New |
| 2010 | SUMMIT SECURITIES GROUP#2010 · 32 sh | 32 | $22.8K | <0.01% | +39.1% |
| 2011 | Key FInancial#2011 · 32 sh | 32 | $22.8K | <0.01% | -38.5% |
| 2012 | 1015 Capital Partners#2012 · 32 sh | 32 | $22.8K | 0.02% | +540.0% |
| 2013 | Quarry#2013 · 31 sh | 31 | $22.1K | <0.01% | -82.2% |
| 2014 | FIRST UNITED BANK#2014 · 30 sh | 30 | $21.4K | — | -33.3% |
| 2015 | Kings Path Partners#2015 · 30 sh | 30 | $21.4K | — | New |
| 2016 | United Financial Planning Group#2016 · 30 sh | 30 | $21.4K | 0.01% | 0.0% |
| 2017 | Bay Harbor Wealth Management#2017 · 29 sh | 29 | $20.7K | <0.01% | +38.1% |
| 2018 | ALERUS FINANCIAL NA#2018 · 29 sh | 29 | $20.7K | <0.01% | 0.0% |
| 2019 | Valued Wealth Advisors#2019 · 28 sh | 28 | $20.1K | <0.01% | +27.3% |
| 2020 | Global Asset Management#2020 · 28 sh | 28 | $20.0K | — | 0.0% |
| 2021 | American Capital Advisory#2021 · 28 sh | 28 | $20.0K | <0.01% | +366.7% |
| 2022 | DecisionPoint Financial#2022 · 29 sh | 29 | $19.8K | — | +7.4% |
| 2023 | Creative Capital Management Investments#2023 · 27 sh | 27 | $19.3K | <0.01% | +170.0% |
| 2024 | Cetera Company, N.A#2024 · 26 sh | 26 | $18.5K | <0.01% | 0.0% |
| 2025 | Marshall & Sterling Wealth Advisors#2025 · 26 sh | 26 | $18.5K | 0.01% | 0.0% |
| 2026 | ICON ADVISERS#2026 · 25 sh | 25 | $17.8K | <0.01% | New |
| 2027 | Oakworth Capital#2027 · 25 sh | 25 | $17.8K | — | 0.0% |
| 2028 | Marquette Asset Management#2028 · 24 sh | 24 | $17.1K | — | 0.0% |
| 2029 | Washington Advisors#2029 · 24 sh | 24 | $17.1K | — | -91.0% |
| 2030 | Bare Financial Services#2030 · 24 sh | 24 | $17.1K | <0.01% | +60.0% |
| 2031 | Nova Wealth Management#2031 · 24 sh | 24 | $17.1K | <0.01% | +500.0% |
| 2032 | OGOREK ANTHONY JOSEPH /NY#2032 · 24 sh | 24 | $17.0K | <0.01% | -35.1% |
| 2033 | LFA - Lugano Financial Advisors SA#2033 · 23 sh | 23 | $16.4K | <0.01% | New |
| 2034 | Mowery & Schoenfeld Wealth Management#2034 · 23 sh | 23 | $16.4K | 0.02% | 0.0% |
| 2035 | Park Square Financial Group#2035 · 22 sh | 22 | $15.7K | 0.14% | -18.5% |
| 2036 | Gleason Group#2036 · 21 sh | 21 | $15.1K | — | +61.5% |
| 2037 | Kilter Group#2037 · 21 sh | 21 | $15.0K | <0.01% | -4.5% |
| 2038 | First Bancorp#2038 · 20 sh | 20 | $14.3K | — | New |
| 2039 | Founders Capital Management#2039 · 19 sh | 19 | $13.6K | — | 0.0% |
| 2040 | Boreal Capital Management#2040 · 19 sh | 19 | $13.6K | 0.01% | 0.0% |
| 2041 | Synergy Investment Management#2041 · 22 sh | 22 | $13.3K | <0.01% | +175.0% |
| 2042 | Access Investment Management#2042 · 18 sh | 18 | $12.8K | — | 0.0% |
| 2043 | Jackson, Grant Investment Advisers#2043 · 17 sh | 17 | $12.1K | <0.01% | 0.0% |
| 2044 | Y.D. More Investments Ltd#2044 · 5,028 sh | 5,028 | $12.0K | <0.01% | +5.5% |
| 2045 | Fortis Group Advisors#2045 · 16 sh | 16 | $11.4K | <0.01% | 0.0% |
| 2046 | IMG Wealth Management#2046 · 16 sh | 16 | $11.4K | — | 0.0% |
| 2047 | Clal Insurance Enterprises Ltd#2047 · 16 sh | 16 | $11.0K | 0.00% | New |
| 2048 | Asset Planning#2048 · 15 sh | 15 | $10.7K | — | New |
| 2049 | BOK Financial Private Wealth#2049 · 15 sh | 15 | $10.7K | <0.01% | New |
| 2050 | Gold Investment Management Ltd.#2050 · 15 sh | 15 | $10.7K | — | 0.0% |
| 2051 | HIGHLINE WEALTH PARTNERS#2051 · 15 sh | 15 | $10.7K | — | +114.3% |
| 2052 | EFG International AG#2052 · 15 sh | 15 | $10.7K | <0.01% | New |
| 2053 | Abound Wealth Management#2053 · 15 sh | 15 | $10.6K | — | -37.5% |
| 2054 | Aspect Partners#2054 · 14 sh | 14 | $10.0K | — | -22.2% |
| 2055 | Heritage Wealth Advisors#2055 · 13 sh | 13 | $9.3K | <0.01% | 0.0% |
| 2056 | Addison Advisors#2056 · 13 sh | 13 | $9.3K | <0.01% | -88.1% |
| 2057 | Clark Wealth Partners#2057 · 13 sh | 13 | $9.3K | — | 0.0% |
| 2058 | Pacifica Partners#2058 · 14 sh | 14 | $9.3K | — | 0.0% |
| 2059 | Penserra Capital Management#2059 · 12 sh | 12 | $8.0K | <0.01% | 0.0% |
| 2060 | ENTRUST FINANCIAL#2060 · 11 sh | 11 | $7.8K | <0.01% | 0.0% |
| 2061 | Lodestone Wealth Management#2061 · 11 sh | 11 | $7.6K | — | -56.0% |
| 2062 | HFM Investment Advisors#2062 · 10 sh | 10 | $7.1K | <0.01% | +100.0% |
| 2063 | Principia Wealth Advisory#2063 · 9 sh | 9 | $6.4K | <0.01% | +12.5% |
| 2064 | Hughes Financial Services#2064 · 9 sh | 9 | $6.4K | <0.01% | +125.0% |
| 2065 | McMillan Office#2065 · 9 sh | 9 | $6.4K | <0.01% | 0.0% |
| 2066 | RHL GROUP#2066 · 9 sh | 9 | $6.4K | <0.01% | New |
| 2067 | Hurley Capital#2067 · 9 sh | 9 | $6.3K | <0.01% | 0.0% |
| 2068 | Trust Co#2068 · 8 sh | 8 | $5.7K | — | 0.0% |
| 2069 | Financial Gravity Companies, (FGCO)#2069 · 8 sh | 8 | $5.7K | <0.01% | — |
| 2070 | Burk#2070 · 8 sh | 8 | $5.7K | <0.01% | 0.0% |
| 2071 | Downshift Financial#2071 · 8 sh | 8 | $5.7K | — | New |
| 2072 | Lloyd Advisory Services#2072 · 7 sh | 7 | $5.2K | <0.01% | New |
| 2073 | NVWM#2073 · 7 sh | 7 | $5.0K | — | +16.7% |
| 2074 | Whipplewood Advisors#2074 · 7 sh | 7 | $5.0K | — | -80.6% |
| 2075 | TOUNJIAN ADVISORY PARTNERS#2075 · 5 sh | 5 | $3.7K | <0.01% | New |
| 2076 | ATWOOD & PALMER#2076 · 5 sh | 5 | $3.6K | — | 0.0% |
| 2077 | Quaker Wealth Management#2077 · 5 sh | 5 | $3.6K | — | 0.0% |
| 2078 | J.Safra Asset Management#2078 · 5 sh | 5 | $3.6K | <0.01% | 0.0% |
| 2079 | Signature Resources Capital Management#2079 · 5 sh | 5 | $3.6K | — | 0.0% |
| 2080 | Strategic Investment Solutions#2080 · 5 sh | 5 | $3.6K | <0.01% | New |
| 2081 | RAELIPSKIE PARTNERSHIP#2081 · 5 sh | 5 | $3.6K | <0.01% | 0.0% |
| 2082 | Hilton Head Capital Partners#2082 · 5 sh | 5 | $3.6K | — | 0.0% |
| 2083 | Planning Strategies#2083 · 5 sh | 5 | $3.6K | — | — |
| 2084 | Phillip James Consulting#2084 · 4 sh | 4 | $2.9K | <0.01% | 0.0% |
| 2085 | Fourth Dimension Wealth#2085 · 4 sh | 4 | $2.9K | <0.01% | New |
| 2086 | COUNTRY BANK#2086 · 3 sh | 3 | $2.1K | 0.00% | 0.0% |
| 2087 | Elevated Capital Advisors#2087 · 3 sh | 3 | $2.1K | <0.01% | 0.0% |
| 2088 | Davis Capital Management#2088 · 3 sh | 3 | $2.1K | — | +200.0% |
| 2089 | POM Investment Strategies#2089 · 3 sh | 3 | $2.1K | — | 0.0% |
| 2090 | Fedenia Advisers#2090 · 3 sh | 3 | $2.1K | — | New |
| 2091 | Breakwater Investment Management#2091 · 3 sh | 3 | $2.1K | — | +50.0% |
| 2092 | Seneschal Advisors#2092 · 3 sh | 3 | $2.1K | <0.01% | 0.0% |
| 2093 | Investors Portfolio Services#2093 · 3 sh | 3 | $2.1K | <0.01% | 0.0% |
| 2094 | Nvest Wealth Strategies#2094 · 3 sh | 3 | $2.1K | — | 0.0% |
| 2095 | Navigoe#2095 · 4 sh | 4 | $2.0K | <0.01% | New |
| 2096 | Trifecta Capital Advisors#2096 · 2 sh | 2 | $1.4K | — | New |
| 2097 | Glass Jacobson Investment Advisors#2097 · 2 sh | 2 | $1.4K | — | 0.0% |
| 2098 | WealthCollab#2098 · 2 sh | 2 | $1.4K | <0.01% | New |
| 2099 | Buck Wealth Strategies#2099 · 2 sh | 2 | $1.4K | <0.01% | New |
| 2100 | AMERIFLEX GROUP#2100 · 2 sh | 2 | $1.4K | <0.01% | -50.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.