CMI Cummins Inc.
Cummins Inc. (CMI) Institutional Ownership
What the institutions did with CMI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 60.1K | 52.9% |
| MassMutual Private Wealth & Trust, FSB | 12.8K | 11.3% |
| Stonebridge Financial Group, LLC | 12.3K | 10.8% |
| Central Pacific Bank - Trust Division | 5.3K | 4.7% |
| CX Institutional | 4.6K | 4.1% |
| First Citizens Financial Corp | 4.6K | 4.0% |
| Montecito Bank & Trust | 2.1K | 1.8% |
| ROCKLAND TRUST CO | 1.9K | 1.7% |
| Versant Capital Management, Inc | 1.8K | 1.6% |
| Hickory Point Bank & Trust | 1.7K | 1.5% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 1.4K | 1.2% |
| EASTERN BANK | 1.1K | 1.0% |
| Heartwood Wealth Advisors LLC | 952 | 0.8% |
| Coastline Trust Co | 784 | 0.7% |
| PARK NATIONAL CORP /OH/ | 631 | 0.6% |
| Rosenberg Matthew Hamilton | 606 | 0.5% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 525 | 0.5% |
| Polaris Financial Partners | 206 | 0.2% |
| GoalVest Advisory LLC | 117 | 0.1% |
| Noble Wealth Management PBC | 80 | 0.1% |
| Olistico Wealth, LLC | 77 | 0.1% |
| Planning Strategies Inc. | 5 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 99.5K | 60.1K | -39.4K |
| MassMutual Private Wealth & Trust, FSB | Increased | 10.0K | 12.8K | +2.8K |
| Central Pacific Bank - Trust Division | Reduced | 5.8K | 5.3K | -456 |
| Stonebridge Financial Group, LLC | Increased | 12.0K | 12.3K | +280 |
| Versant Capital Management, Inc | Reduced | 2.0K | 1.8K | -190 |
| ROCKLAND TRUST CO | Reduced | 2.0K | 1.9K | -116 |
| Rosenberg Matthew Hamilton | Increased | 495 | 606 | +111 |
| CX Institutional | Increased | 4.5K | 4.6K | +77 |
| Hickory Point Bank & Trust | Reduced | 1.8K | 1.7K | -60 |
| PARK NATIONAL CORP /OH/ | Reduced | 665 | 631 | -34 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 559 | 525 | -34 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 1.4K | 1.4K | -18 |
| Montecito Bank & Trust | Reduced | 2.1K | 2.1K | -6 |
| Noble Wealth Management PBC | Reduced | 81 | 80 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.