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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; 2,112 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, Q2 2023

Institutional positions in Cummins Inc as of Jun 30, 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
1,270
+3 vs. Q1 2023
Shares held
117.4M
−1.74M (−1.5%) vs. Q1 2023
Total value
$28.8B
+$673.4M (+2.4%) vs. Q1 2023
New holders
95
494 more added
Sold out
92
454 more reduced

8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,270 institutions
Q1 2021: 1,235 institutionsQ2 2021: 1,229 institutionsQ3 2021: 1,180 institutionsQ4 2021: 1,261 institutionsQ1 2022: 1,228 institutionsQ2 2022: 1,202 institutionsQ3 2022: 1,210 institutionsQ4 2022: 1,285 institutionsQ1 2023: 1,275 institutionsQ2 2023: 1,270 institutionsQ3 2023: 1,237 institutionsQ4 2023: 1,370 institutionsQ1 2024: 1,373 institutionsQ2 2024: 1,395 institutionsQ3 2024: 1,434 institutionsQ4 2024: 1,557 institutionsQ1 2025: 1,572 institutionsQ2 2025: 1,564 institutionsQ3 2025: 1,686 institutionsQ4 2025: 1,879 institutionsQ1 2026: 1,968 institutionsQ2 2026: 2,112 institutions
Value heldQ2 2023: $28.8B
Q1 2021: $30.9BQ2 2021: $28.6BQ3 2021: $26.1BQ4 2021: $24.7BQ1 2022: $23.5BQ2 2022: $22.2BQ3 2022: $23.6BQ4 2022: $28.6BQ1 2023: $28.2BQ2 2023: $28.8BQ3 2023: $27.0BQ4 2023: $28.4BQ1 2024: $34.7BQ2 2024: $32.2BQ3 2024: $37.5BQ4 2024: $40.6BQ1 2025: $36.6BQ2 2025: $38.3BQ3 2025: $49.0BQ4 2025: $60.4BQ1 2026: $62.7BQ2 2026: $83.8B
Institutions holding CMI and their total value by quarter
QuarterHoldersValue
Q2 20262,112$83.8B
Q1 20261,968$62.7B
Q4 20251,879$60.4B
Q3 20251,686$49.0B
Q2 20251,564$38.3B
Q1 20251,572$36.6B
Q4 20241,557$40.6B
Q3 20241,434$37.5B
Q2 20241,395$32.2B
Q1 20241,373$34.7B
Q4 20231,370$28.4B
Q3 20231,237$27.0B
Q2 20231,270$28.8B
Q1 20231,275$28.2B
Q4 20221,285$28.6B
Q3 20221,210$23.6B
Q2 20221,202$22.2B
Q1 20221,228$23.5B
Q4 20211,261$24.7B
Q3 20211,180$26.1B
Q2 20211,229$28.6B
Q1 20211,235$30.9B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q1 2023.

Institutions holding CMI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Northwest Bancshares, Inc.24,535$6.02M1.09%+2,008+8.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,689$6.05M0.05%+735+3.1%Added
Investment House LLC24,959$6.12M0.46%−145−0.6%Reduced
CIBC Asset Management Inc25,012$6.13M0.02%−634−2.5%Reduced
Agf Management Ltd25,072$6.15M0.04%−43,611−63.5%Reduced
State of Alaska, Department of Revenue25,361$6.22M0.07%−14,710−36.7%Reduced
Benjamin F. Edwards & Company, Inc.25,638$6.29M0.24%+491+2.0%Added
Acadian Asset Management LLC25,857$6.34M0.03%+7,450+40.5%Added
Wolverine Trading, LLC26,889$6.51M0.09%+16,787+166.2%Added
Xponance, Inc.26,869$6.59M0.09%−696−2.5%Reduced
SFE Investment Counsel27,284$6.69M1.89%+1,061+4.0%Added
Rowland & Co Investment Counsel27,341$6.70M1.58%−49−0.2%Reduced
ProShare Advisors LLC27,403$6.72M0.02%+5,558+25.4%Added
Advocate Group LLC27,597$6.77M1.49%−608−2.2%Reduced
Cullinan Associates Inc27,619$6.77M0.37%−3,357−10.8%Reduced
Skandinaviska Enskilda Banken AB (publ)27,681$6.79M0.04%+1,511+5.8%Added
IFM Investors Pty Ltd27,776$6.81M0.09%−1,944−6.5%Reduced
NewSquare Capital LLC28,101$6.89M0.72%+1,680+6.4%Added
O'Shaughnessy Asset Management, LLC28,259$6.93M0.10%−1,499−5.0%Reduced
Foster & Motley Inc28,453$6.98M0.54%+10.0%Added
Creative Planning29,620$7.26M0.01%+314+1.1%Added
Texas Permanent School Fund29,691$7.28M0.07%+232+0.8%Added
Sheaff Brock Investment Advisors, LLC30,076$7.37M0.71%−406−1.3%Reduced
Motco30,831$7.56M0.49%−727−2.3%Reduced
Hennion & Walsh Asset Management, Inc.30,885$7.57M0.45%−7,044−18.6%Reduced
Northwestern Mutual Wealth Management Co31,343$7.68M0.01%+1,916+6.5%Added
BerganKDV Wealth Management, LLC31,643$7.76M0.78%+205+0.7%Added
Cambridge Investment Research Advisors, Inc.31,703$7.77M0.04%+1,461+4.8%Added
Retirement Systems of Alabama32,174$7.89M0.04%−9,590−23.0%Reduced
Citizens Financial Group Inc32,232$7.90M0.29%−14,171−30.5%Reduced
Livforsakringsbolaget Skandia, Omsesidigt32,334$7.93M0.82%−3,300−9.3%Reduced
PGGM Investments32,409$7.95M0.13%−1,394−4.1%Reduced
Transform Wealth, LLC33,435$8.20M0.74%+1,302+4.1%Added
Mackenzie Financial Corp33,009$8.20M0.01%−374−1.1%Reduced
Rockefeller Capital Management L.P.33,569$8.23M0.03%+15,560+86.4%Added
Richard C. Young & CO., LTD.33,669$8.25M1.13%+1,193+3.7%Added
Trexquant Investment LP34,603$8.48M0.22%+34,603New
Forsta Ap-Fonden34,700$8.51M0.09%−6,600−16.0%Reduced
Atwater Malick LLC34,746$8.52M3.64%+878+2.6%Added
Amalgamated Bank35,737$8.76M0.07%−4,396−11.0%Reduced
MetLife Investment Management35,935$8.81M0.06%−521−1.4%Reduced
Adams Asset Advisors, LLC36,060$8.84M1.29%−12,173−25.2%Reduced
West Coast Financial LLC36,271$8.89M1.26%−850−2.3%Reduced
Culbertson A N & Co Inc36,296$8.90M1.72%−965−2.6%Reduced
Noesis Capital Mangement Corp36,352$8.91M2.19%+601+1.7%Added
Verity & Verity, LLC36,378$8.92M1.09%+43+0.1%Added
Davenport & Co LLC36,493$8.95M0.07%−2,603−6.7%Reduced
Power Corp of Canada36,579$8.97M0.93%00.0%Unchanged
Jacobs & Co36,910$9.05M1.08%+1,892+5.4%Added
Allen Mooney & Barnes Investment Advisors LLC37,509$9.20M2.04%+606+1.6%Added
Nomura Asset Management Co Ltd37,692$9.24M0.04%+1,036+2.8%Added
Summit Financial Wealth Advisors, LLC38,030$9.32M2.15%−410−1.1%Reduced
Kovitz Investment Group Partners, LLC38,649$9.48M0.14%−291−0.7%Reduced
Novare Capital Management LLC38,748$9.50M1.02%−545−1.4%Reduced
American International Group, Inc.38,760$9.50M0.06%−5,427−12.3%Reduced
State of Tennessee, Treasury Department38,969$9.55M0.04%+16,386+72.6%Added
Olstein Capital Management, L.P.39,000$9.56M1.55%+7,500+23.8%Added
Franklin Street Advisors Inc39,117$9.59M0.81%+1,340+3.5%Added
Pinnacle Associates Ltd39,386$9.66M0.17%−764−1.9%Reduced
Bridgewater Associates, LP39,464$9.67M0.06%+39,464New
CIBC Private Wealth Group, LLC39,470$9.68M0.02%+7,401+23.1%Added
LMCG Investments, LLC39,658$9.72M0.63%+674+1.7%Added
FineMark National Bank & Trust40,303$9.88M0.41%−892−2.2%Reduced
Vident Investment Advisory, LLC40,326$9.89M0.34%+134+0.3%Added
Beese Fulmer Investment Management, Inc.40,372$9.90M1.07%+519+1.3%Added
Arizona State Retirement System40,459$9.92M0.08%+1,954+5.1%Added
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus41,272$10.1M2.39%−152−0.4%Reduced
Kestra Advisory Services, LLC41,819$10.3M0.10%−560−1.3%Reduced
Teacher Retirement System of Texas42,024$10.3M0.07%+830+2.0%Added
Mercer Global Advisors Inc42,096$10.3M0.04%+1,077+2.6%Added
Linscomb & Williams, Inc.42,348$10.4M0.56%−2,134−4.8%Reduced
S&T Bank42,762$10.5M1.89%+3,992+10.3%Added
State of Michigan Retirement System42,837$10.5M0.06%−1,200−2.7%Reduced
Mirae Asset Global Investments Co., Ltd.42,845$10.5M0.02%−1,233−2.8%Reduced
Oregon Public Employees Retirement Fund43,216$10.6M0.13%−27,519−38.9%Reduced
Weybosset Research & Management LLC44,362$10.9M3.98%+248+0.6%Added
Ensign Peak Advisors, Inc44,964$11.0M0.02%−21,195−32.0%Reduced
Wharton Business Group, LLC45,667$11.2M0.74%−1,196−2.6%Reduced
Cincinnati Casualty Co46,000$11.3M6.84%00.0%Unchanged
BNP Paribas Arbitrage, SA47,629$11.7M0.02%−4,065−7.9%Reduced
Janney Montgomery Scott LLC48,559$11.9M0.04%+25+0.1%Added
Boston Common Asset Management, LLC48,598$11.9M0.25%−11,140−18.6%Reduced
United Bank48,687$11.9M1.47%+9,751+25.0%Added
Cullen/Frost Bankers, Inc.49,274$12.1M0.21%+2,741+5.9%Added
Truist Financial Corp49,500$12.1M0.02%−16,610−25.1%Reduced
Associated Banc-Corp49,882$12.2M0.46%−122−0.2%Reduced
Brookfield Asset Management Inc.49,960$12.2M0.05%+49,960New
Macquarie Group Ltd49,989$12.3M0.01%−3,720−6.9%Reduced
NFJ Investment Group, LLC50,498$12.4M0.33%−4,886−8.8%Reduced
AMF Pensionsforsakring AB50,482$12.4M0.11%−6,852−12.0%Reduced
Welch & Forbes LLC51,591$12.6M0.20%+179+0.3%Added
Royal London Asset Management Ltd51,589$12.7M0.04%+1,961+4.0%Added
DnB Asset Management AS52,319$12.8M0.07%−351−0.7%Reduced
Neuberger Berman Group LLC52,819$12.9M0.01%−1,217,286−95.8%Reduced
ClariVest Asset Management LLC52,820$12.9M0.65%−9,803−15.7%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund53,235$13.1M0.16%+12,000+29.1%Added
Bailard, Inc.53,793$13.2M0.46%−426−0.8%Reduced
Two Sigma Investments, LP53,811$13.2M0.04%+21,106+64.5%Added
AXA S.A.56,143$13.8M0.05%+26,122+87.0%Added
Applied Finance Capital Management, LLC57,036$14.0M1.58%+3,618+6.8%Added