Filing Research | CMI - CUMMINS INC Institutional Holdings

Snapshot holdings

50 / 640 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	964.7KSH	$688.0M
2	Hamlin Capital Management, LLC	Shares	384.4KSH	$274.1M
3	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	257.9KSH	$184.0M
4	D.A. DAVIDSON & CO.	Shares	241.2KSH	$172.1M
5	AEGON ASSET MANAGEMENT UK PLC	Shares	188.2KSH	$134.2M
6	Swedbank AB	Shares	143.5KSH	$102.3M
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	99.5KSH	$71.0M
8	Cardinal Capital Management, Inc.	Shares	95.8KSH	$68.3M
9	GATEWAY INVESTMENT ADVISERS LLC	Shares	77.6KSH	$55.4M
10	Mediolanum International Funds Ltd	Shares	74.6KSH	$51.6M
11	HM PAYSON & CO	Shares	58.3KSH	$41.5M
12	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	47.5KSH	$33.9M
13	Fideuram Asset Management (Ireland) dac	Shares	49.2KSH	$32.4M
14	Assenagon Asset Management S.A.	Shares	42.4KSH	$30.2M
15	Mirae Asset Global Investments Co., Ltd.	Shares	40.5KSH	$28.9M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.4KSH	$28.7M
17	Czech National Bank	Shares	39.3KSH	$28.0M
18	DAVENPORT & Co LLC	Shares	36.4KSH	$26.0M
19	QRG CAPITAL MANAGEMENT, INC.	Shares	34.8KSH	$24.9M
20	Wallington Asset Management, LLC	Shares	34.3KSH	$24.5M
21	ST GERMAIN D J CO INC	Shares	34.2KSH	$24.4M
22	PensionDanmark Pensionsforsikringsaktieselskab	Shares	34.1KSH	$24.3M
23	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	33.3KSH	$23.8M
24	IFM Investors Pty Ltd	Shares	31.0KSH	$22.1M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.5KSH	$21.7M
26	Union Bancaire Privee, UBP SA	Shares	22.2KSH	$20.2M
27	Adams Asset Advisors, LLC	Shares	28.2KSH	$20.1M
28	Allen Mooney & Barnes Investment Advisors LLC	Shares	28.0KSH	$20.0M
29	Two Point Capital Management, Inc.	Shares	27.6KSH	$19.7M
30	OFI INVEST ASSET MANAGEMENT	Shares	30.4KSH	$19.1M
31	Eldred Rock Partners, LLC	Shares	26.8KSH	$19.1M
32	LMCG INVESTMENTS, LLC	Shares	26.7KSH	$19.1M
33	BENJAMIN EDWARDS INC	Shares	25.9KSH	$18.5M
34	Summit Financial Wealth Advisors, LLC	Shares	25.5KSH	$18.2M
35	INVESTMENT HOUSE LLC	Shares	33.1KSH	$17.8M
36	ASR Vermogensbeheer N.V.	Shares	24.6KSH	$17.5M
37	ANDERSON HOAGLAND & CO	Shares	23.9KSH	$17.1M
38	Merit Financial Group, LLC	Shares	23.6KSH	$16.9M
39	Foster Victor Wealth Advisors, LLC	Shares	24.3KSH	$16.4M
40	Smith Salley Wealth Management	Shares	23.0KSH	$16.4M
41	ROWLANDMILLER & PARTNERS.ADV	Shares	21.0KSH	$15.0M
42	Cardinal Capital Management	Shares	20.9KSH	$14.9M
43	Police & Firemen's Retirement System of New Jersey	Shares	20.8KSH	$14.8M
44	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	19.7KSH	$14.0M
45	GHP Investment Advisors, Inc.	Shares	19.1KSH	$13.6M
46	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	18.5KSH	$13.2M
47	Fifth Third Wealth Advisors LLC	Shares	17.9KSH	$12.7M
48	Boston Common Asset Management, LLC	Shares	17.8KSH	$12.7M
49	FRANKLIN STREET ADVISORS INC /NC	Shares	17.1KSH	$12.2M
50	Apollon Wealth Management, LLC	Shares	16.7KSH	$11.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 656 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+508.6K	+$442.6M	$688.0M
2	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new	Shares	+99.5K	+$71.0M	$71.0M
3	Mediolanum International Funds Ltd added	Shares	+70.6K	+$49.5M	$51.6M
4	Hamlin Capital Management, LLC trimmed	Shares	-37.2K	+$47.3M	$274.1M
5	AEGON ASSET MANAGEMENT UK PLC added	Shares	+12.8K	+$40.6M	$134.2M
6	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed	Shares	-10.6K	+$39.5M	$184.0M
7	Fideuram Asset Management (Ireland) dac added	Shares	+47.8K	+$31.6M	$32.4M
8	D.A. DAVIDSON & CO. trimmed	Shares	-30.3K	+$26.0M	$172.1M
9	Assenagon Asset Management S.A. added	Shares	+30.1K	+$23.6M	$30.2M
10	Swedbank AB trimmed	Shares	-3.5K	+$23.2M	$102.3M
11	OFI INVEST ASSET MANAGEMENT added	Shares	+28.1K	+$18.0M	$19.1M
12	Cardinal Capital Management, Inc. trimmed	Shares	-221	+$16.7M	$68.3M
13	GATEWAY INVESTMENT ADVISERS LLC trimmed	Shares	-190	+$13.5M	$55.4M
14	HM PAYSON & CO trimmed	Shares	-1.7K	+$9.3M	$41.5M
15	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.7K	+$8.6M	$28.9M
16	Czech National Bank added	Shares	+1.6K	+$7.8M	$28.0M
17	IFM Investors Pty Ltd added	Shares	+4.1K	+$7.7M	$22.1M
18	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+2.7K	+$7.4M	$24.3M
19	ANDERSON HOAGLAND & CO added	Shares	+4.9K	+$6.8M	$17.1M
20	Wallington Asset Management, LLC trimmed	Shares	-5	+$6.0M	$24.5M
21	Union Bancaire Privee, UBP SA added	Shares	+5.3K	+$5.7M	$20.2M
22	Eldred Rock Partners, LLC added	Shares	+1.6K	+$5.6M	$19.1M
23	DAVENPORT & Co LLC trimmed	Shares	-1.7K	+$5.5M	$26.0M
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-784	+$5.4M	$23.8M
25	Adams Asset Advisors, LLC trimmed	Shares	-145	+$4.9M	$20.1M
26	Two Point Capital Management, Inc. trimmed	Shares	-58	+$4.8M	$19.7M
27	ST GERMAIN D J CO INC trimmed	Shares	-2.3K	+$4.8M	$24.4M
28	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+5.0K	+$4.6M	$8.1M
29	Kepler Cheuvreux (Suisse) SA added	Shares	+4.1K	+$4.6M	$9.7M
30	J.W. COLE ADVISORS, INC. new	Shares	+6.4K	+$4.6M	$4.6M
31	Merit Financial Group, LLC added	Shares	+539	+$4.4M	$16.9M
32	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.7K	+$4.4M	$21.7M
33	Fifth Third Wealth Advisors LLC added	Shares	+2.3K	+$4.3M	$12.7M
34	Smith Salley Wealth Management added	Shares	+556	+$4.3M	$16.4M
35	Allen Mooney & Barnes Investment Advisors LLC trimmed	Shares	-1.5K	+$4.1M	$20.0M
36	EQUITABLE TRUST CO added	Shares	+5.2K	+$3.9M	$4.5M
37	LBP AM SA added	Shares	+4.9K	+$3.6M	$4.0M
38	Greater Midwest Financial Group, LLC new	Shares	+5.0K	+$3.6M	$3.6M
39	Cardinal Capital Management trimmed	Shares	-164	+$3.6M	$14.9M
40	ROWLANDMILLER & PARTNERS.ADV trimmed	Shares	-398	+$3.5M	$15.0M
41	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-429	+$3.4M	$14.8M
42	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+210	+$3.3M	$13.2M
43	GHP Investment Advisors, Inc. trimmed	Shares	-97	+$3.3M	$13.6M
44	FIRST MERCHANTS CORP added	Shares	+1.2K	+$3.2M	$10.5M
45	MOODY LYNN LIEBERSON & WALKER, LLC added	Shares	+4.3K	+$3.2M	$3.5M
46	Apollon Wealth Management, LLC added	Shares	+470	+$3.2M	$11.9M
47	Crossmark Global Holdings, Inc. added	Shares	+2.5K	+$3.0M	$6.6M
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-4.2K	+$3.0M	$28.7M
49	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+350	+$3.0M	$11.3M
50	First American Bank added	Shares	+43	+$2.9M	$11.5M

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