Cummins Inc
CMI- Exchange
- NYSE
- Industry
- Engines & Turbines
- SEC CIK
- 0000026172
In the last 90 days, Cummins Inc insiders filed 0 open-market purchases and 1 sale; 2,113 institutions reported holding it in 13F filings for Q2 2026, worth $83.8B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Cummins Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,275
- +21 vs. Q4 2022
- Shares held
- 119.5M
- +1.39M (+1.2%) vs. Q4 2022
- Total value
- $28.2B
- −$381.0M (−1.3%) vs. Q4 2022
- New holders
- 103
- 486 more added
- Sold out
- 82
- 434 more reduced
31 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CMI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,113 | $83.8B |
| Q1 2026 | 1,969 | $62.7B |
| Q4 2025 | 1,880 | $60.4B |
| Q3 2025 | 1,687 | $49.0B |
| Q2 2025 | 1,565 | $38.3B |
| Q1 2025 | 1,572 | $36.6B |
| Q4 2024 | 1,558 | $40.6B |
| Q3 2024 | 1,434 | $37.5B |
| Q2 2024 | 1,395 | $32.2B |
| Q1 2024 | 1,373 | $34.7B |
| Q4 2023 | 1,370 | $28.4B |
| Q3 2023 | 1,237 | $27.0B |
| Q2 2023 | 1,270 | $28.8B |
| Q1 2023 | 1,275 | $28.2B |
| Q4 2022 | 1,285 | $28.6B |
| Q3 2022 | 1,210 | $23.6B |
| Q2 2022 | 1,202 | $22.2B |
| Q1 2022 | 1,228 | $23.5B |
| Q4 2021 | 1,261 | $24.7B |
| Q3 2021 | 1,180 | $26.1B |
| Q2 2021 | 1,229 | $28.6B |
| Q1 2021 | 1,235 | $30.9B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 5,196 | $1.24M | 0.46% | −221−4.1% | Reduced |
| Payden & Rygel | 5,200 | $1.24M | 0.07% | 00.0% | Unchanged |
| Pacitti Group Inc. | 5,204 | $1.24M | 0.91% | +9+0.2% | Added |
| River Street Advisors LLC | 5,213 | $1.25M | 1.22% | +105+2.1% | Added |
| Cim Investment Mangement Inc | 5,237 | $1.25M | 0.46% | +245+4.9% | Added |
| PFG Advisors | 5,249 | $1.25M | 0.10% | −99−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,249 | $1.25M | 0.05% | −1,553−22.8% | Reduced |
| Bridgeway Capital Management, LLC | 5,250 | $1.25M | 0.03% | −6,100−53.7% | Reduced |
| Advisor OS, LLC | 5,321 | $1.27M | 0.31% | +327+6.5% | Added |
| Advisor Partners II, LLC | 5,376 | $1.28M | 0.07% | +327+6.5% | Added |
| Zurich Insurance Group Ltd | 5,400 | $1.29M | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,334 | $1.30M | 0.02% | −1,934−26.6% | Reduced |
| BKD Wealth Advisors, LLC | 5,430 | $1.30M | 0.04% | +411+8.2% | Added |
| Global Financial Private Client, LLC | 5,484 | $1.31M | 0.67% | +440+8.7% | Added |
| Ostrum Asset Management | 5,486 | $1.31M | 0.11% | +5,486 | New |
| Sandy Spring Bank | 5,519 | $1.32M | 0.07% | −265−4.6% | Reduced |
| TownSquare Capital, LLC | 5,531 | $1.32M | 0.03% | −133−2.3% | Reduced |
| Cannell Peter B & Co Inc | 5,549 | $1.33M | 0.05% | +5+0.1% | Added |
| Kendall Capital Management | 5,567 | $1.33M | 0.64% | −170−3.0% | Reduced |
| Forte Capital LLC | 5,615 | $1.34M | 0.21% | −44−0.8% | Reduced |
| Veritable, L.P. | 5,620 | $1.34M | 0.02% | +59+1.1% | Added |
| Transamerica Financial Advisors, Inc. | 5,625 | $1.34M | 0.18% | +72+1.3% | Added |
| Wesbanco Bank Inc | 5,669 | $1.35M | 0.06% | −59−1.0% | Reduced |
| BDO Wealth Advisors, LLC | 5,674 | $1.36M | 0.17% | −229−3.9% | Reduced |
| Certified Advisory Corp | 5,706 | $1.36M | 0.24% | −43−0.7% | Reduced |
| Lewis Capital Management, LLC | 5,740 | $1.37M | 2.06% | 00.0% | Unchanged |
| Matrix Trust Co | 5,743 | $1.37M | 0.37% | +662+13.0% | Added |
| Richard P Slaughter Associates Inc | 5,797 | $1.38M | 0.45% | +158+2.8% | Added |
| Pensionfund Sabic | 5,800 | $1.39M | 0.48% | −1,500−20.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,826 | $1.39M | 0.12% | −603−9.4% | Reduced |
| Goelzer Investment Management, Inc. | 5,839 | $1.39M | 0.12% | −3,080−34.5% | Reduced |
| Fiduciary Group LLC | 5,846 | $1.40M | 0.18% | −399−6.4% | Reduced |
| Lifeworks Advisors, LLC | 5,873 | $1.40M | 0.66% | −925−13.6% | Reduced |
| Raymond James Trust N.A. | 5,921 | $1.42M | 0.04% | +109+1.9% | Added |
| Morse Asset Management, Inc | 5,940 | $1.42M | 0.48% | +212+3.7% | Added |
| Metis Global Partners, LLC | 5,941 | $1.42M | 0.09% | +2,009+51.1% | Added |
| Northern Oak Wealth Management Inc | 5,954 | $1.42M | 0.17% | +2,396+67.3% | Added |
| Eagle Bluffs Wealth Management LLC | 5,998 | $1.43M | 1.17% | +832+16.1% | Added |
| Cornerstone Advisors, LLC | 6,000 | $1.43M | 0.07% | +6,000 | New |
| GWM Advisors LLC | 6,008 | $1.44M | 0.02% | +2,474+70.0% | Added |
| Clearstead Advisors, LLC | 6,019 | $1.44M | 0.10% | +454+8.2% | Added |
| Moody Lynn & Lieberson, LLC | 6,071 | $1.45M | 0.13% | +1,587+35.4% | Added |
| O'Brien Greene & Co. Inc | 6,086 | $1.45M | 0.54% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,108 | $1.46M | 0.03% | +64+1.1% | Added |
| Cunning Capital Partners, LP | 6,180 | $1.48M | 1.01% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 6,199 | $1.48M | 0.71% | +4+0.1% | Added |
| Argent Trust Co | 6,270 | $1.50M | 0.09% | +601+10.6% | Added |
| Barometer Capital Management Inc. | 6,310 | $1.51M | 0.39% | −26,722−80.9% | Reduced |
| Trust Co of Vermont | 6,319 | $1.51M | 0.11% | +49+0.8% | Added |
| Metropolitan Life Insurance Co | 6,320 | $1.51M | 0.08% | −1,668−20.9% | Reduced |
| Teza Capital Management LLC | 6,395 | $1.53M | 0.33% | +6,395 | New |
| TCM Advisors, LLC | – | $1.53M | 1.38% | – | – |
| Absher Wealth Management, LLC | 6,411 | $1.53M | 0.27% | −2,460−27.7% | Reduced |
| Applied Capital LLC | 6,417 | $1.53M | 1.52% | −117−1.8% | Reduced |
| La Banque Postale Asset Management SA | 6,481 | $1.55M | 0.04% | −301−4.4% | Reduced |
| Bank of Stockton | 6,488 | $1.55M | 0.54% | −527−7.5% | Reduced |
| New Mexico Educational Retirement Board | 6,554 | $1.57M | 0.08% | −200−3.0% | Reduced |
| Money Concepts Capital Corp | 6,562 | $1.57M | 0.09% | −857−11.6% | Reduced |
| Sigma Planning Corp | 6,629 | $1.58M | 0.05% | +32+0.5% | Added |
| Kistler-Tiffany Companies, LLC | 6,649 | $1.59M | 0.30% | +690+11.6% | Added |
| Bond & Devick Financial Network, Inc. | 6,685 | $1.60M | 1.02% | +16+0.2% | Added |
| Cascade Investment Advisors, Inc. | 6,700 | $1.60M | 1.27% | +160+2.4% | Added |
| Cornerstone Investment Partners, LLC | 6,768 | $1.62M | 0.11% | +30.0% | Added |
| Hartford Financial Management Inc. | 6,823 | $1.63M | 0.42% | 00.0% | Unchanged |
| Albert D Mason Inc | 6,833 | $1.63M | 1.13% | −15−0.2% | Reduced |
| BancorpSouth Bank | 6,834 | $1.63M | 0.15% | −79−1.1% | Reduced |
| Moody National Bank Trust Division | 6,838 | $1.63M | 0.14% | +18+0.3% | Added |
| JGP Wealth Management, LLC | 6,851 | $1.64M | 0.29% | +212+3.2% | Added |
| Arrow Financial Corp | 6,913 | $1.65M | 0.22% | +213+3.2% | Added |
| Sterling Investment Advisors, Ltd. | 6,950 | $1.66M | 0.56% | −100−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,978 | $1.67M | 0.03% | +907+14.9% | Added |
| CWM, LLC | 7,029 | $1.68M | 0.01% | −324−4.4% | Reduced |
| Chicago Trust Co NA | 7,029 | $1.68M | 0.42% | −1,857−20.9% | Reduced |
| AE Wealth Management LLC | 7,030 | $1.68M | 0.01% | −1,359−16.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 7,058 | $1.69M | 0.43% | −564−7.4% | Reduced |
| Bedel Financial Consulting, Inc. | 7,062 | $1.69M | 0.41% | +35+0.5% | Added |
| CIBC World Markets Corp | 7,145 | $1.71M | 0.03% | −9,434−56.9% | Reduced |
| Greenleaf Trust | 7,157 | $1.71M | 0.02% | −9−0.1% | Reduced |
| Tocqueville Asset Management L.P. | 7,190 | $1.72M | 0.03% | −2,765−27.8% | Reduced |
| Fayez Sarofim & Co | 7,193 | $1.72M | 0.01% | −125−1.7% | Reduced |
| Wetherby Asset Management Inc | 7,277 | $1.74M | 0.10% | +175+2.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 7,353 | $1.76M | 1.64% | −358−4.6% | Reduced |
| Loudon Investment Management, LLC | 7,372 | $1.76M | 1.22% | −1,866−20.2% | Reduced |
| Verdence Capital Advisors LLC | 7,379 | $1.76M | 0.21% | −164−2.2% | Reduced |
| Bayesian Capital Management, LP | 7,385 | $1.76M | 0.22% | +7,385 | New |
| Bessemer Group Inc | 7,414 | $1.77M | 0.00% | +43+0.6% | Added |
| Cetera Advisors LLC | 7,428 | $1.77M | 0.03% | −928−11.1% | Reduced |
| Alps Advisors Inc | 7,456 | $1.78M | 0.02% | +960+14.8% | Added |
| Symmetry Partners, LLC | 7,613 | $1.82M | 0.10% | +554+7.8% | Added |
| Caldwell Trust Co | 7,686 | $1.84M | 0.25% | −206−2.6% | Reduced |
| Stone Point Wealth LLC | 7,706 | $1.84M | 0.82% | −60−0.8% | Reduced |
| Peddock Capital Advisors, LLC | 7,728 | $1.85M | 0.64% | +491+6.8% | Added |
| Azzad Asset Management Inc | 7,757 | $1.85M | 0.26% | +126+1.7% | Added |
| Leonteq Securities AG | 7,766 | $1.86M | 0.17% | −190−2.4% | Reduced |
| Bleakley Financial Group, LLC | 7,830 | $1.87M | 0.06% | +337+4.5% | Added |
| Sawtooth Solutions, LLC | 7,832 | $1.87M | 0.05% | +2,146+37.7% | Added |
| Leuthold Group, LLC | 7,866 | $1.88M | 0.25% | +7,866 | New |
| McGuire Investment Group, LLC | 7,925 | $1.89M | 0.38% | +7,925 | New |
| Aquatic Capital Management LLC | 8,000 | $1.91M | 0.12% | +8,000 | New |
| Pathway Financial Advisers, LLC | 8,016 | $1.92M | 0.77% | +537+7.2% | Added |