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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,112 | $83.8B |
| Q1 2026 | 1,968 | $62.7B |
| Q4 2025 | 1,879 | $60.4B |
| Q3 2025 | 1,686 | $49.0B |
| Q2 2025 | 1,564 | $38.3B |
| Q1 2025 | 1,572 | $36.6B |
| Q4 2024 | 1,557 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perfromance Wealth Partners, LLC | 1,050 | $255.5K | 0.01% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,042 | $255.5K | 0.00% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,026 | $252.0K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,027 | $251.8K | 0.25% | +1,027 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 983 | $250.8K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,014 | $248.6K | 0.01% | +66+7.0% | Added |
| Live Oak Private Wealth LLC | 1,012 | $248.1K | 0.05% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,010 | $247.7K | 0.11% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,003 | $245.9K | 0.04% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,002 | $245.7K | 0.06% | +30+3.1% | Added |
| Sweeney & Michel, LLC | 1,029 | $245.2K | 0.13% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1,000 | $245.2K | 0.13% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,000 | $245.2K | 0.21% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $245.2K | 0.07% | +195+24.2% | Added |
| Axq Capital, LP | 1,000 | $245.2K | 0.30% | +1,000 | New |
| Aquatic Capital Management LLC | 1,000 | $245.0K | 0.01% | −7,000−87.5% | Reduced |
| Personal Cfo Solutions, LLC | 990 | $242.7K | 0.05% | +20+2.1% | Added |
| Wilkinson Global Asset Management LLC | 990 | $242.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 988 | $242.2K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 986 | $241.7K | 0.03% | +32+3.4% | Added |
| Spears Abacus Advisors LLC | 982 | $240.7K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 981 | $240.6K | 0.03% | −24−2.4% | Reduced |
| Quad-Cities Investment Group, LLC | 980 | $240.3K | 0.16% | +2+0.2% | Added |
| Sovereign Financial Group, Inc. | 976 | $239.3K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 976 | $239.0K | 0.03% | −200−17.0% | Reduced |
| Colonial Trust Advisors | 973 | $238.5K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 971 | $238.0K | 0.09% | −7−0.7% | Reduced |
| Graypoint LLC | 969 | $237.6K | 0.02% | +121+14.3% | Added |
| Greenfield Savings Bank | 962 | $235.8K | 0.16% | −49−4.8% | Reduced |
| Keebeck Wealth Management, LLC | 960 | $235.4K | 0.03% | −3−0.3% | Reduced |
| David Loasby | 968 | $234.4K | 0.03% | +968 | New |
| Marco Investment Management LLC | 955 | $234.1K | 0.03% | −24−2.5% | Reduced |
| Mandatum Life Insurance Co Ltd | 955 | $234.1K | 0.10% | +955 | New |
| Optimum Investment Advisors | 950 | $232.9K | 0.11% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 950 | $232.9K | 0.02% | 00.0% | Unchanged |
| Corton Capital Inc. | 944 | $231.4K | 0.11% | −4−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 940 | $230.4K | 0.02% | +940 | New |
| De Burlo Group Inc | 933 | $228.7K | 0.04% | +933 | New |
| Central Bank & Trust Co | 931 | $228.2K | 0.04% | +16+1.7% | Added |
| Freestone Capital Holdings, LLC | 929 | $227.8K | 0.01% | −46−4.7% | Reduced |
| CIC Wealth, LLC | 927 | $227.2K | 0.08% | +5+0.5% | Added |
| Sentry Investment Management LLC | 926 | $227.0K | 0.09% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 920 | $225.5K | 0.04% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 916 | $225.0K | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 908 | $222.6K | 0.02% | +13+1.5% | Added |
| Shelton Capital Management | 904 | $221.6K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 904 | $221.6K | 0.03% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 901 | $220.9K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 896 | $219.7K | 0.00% | −110−10.9% | Reduced |
| Clearbridge Investments, LLC | 894 | $219.2K | 0.00% | 00.0% | Unchanged |
| Cortland Associates Inc | 893 | $219.0K | 0.04% | −214−19.3% | Reduced |
| Fortune Financial Advisors, LLC | 893 | $218.9K | 0.16% | +893 | New |
| Fort Washington Investment Advisors Inc | 891 | $218.4K | 0.00% | +891 | New |
| Centiva Capital, LP | 890 | $218.2K | 0.01% | −43,120−98.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 893 | $218.0K | 0.06% | +604+209.0% | Added |
| Ancora Advisors, LLC | 888 | $217.7K | 0.01% | +600+208.3% | Added |
| Echo Street Capital Management LLC | 878 | $215.3K | 0.00% | −2,449−73.6% | Reduced |
| Aaron Wealth Advisors | 873 | $214.0K | 0.03% | −72−7.6% | Reduced |
| Prio Wealth Limited Partnership | 866 | $212.3K | 0.01% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 865 | $212.1K | 0.17% | +865 | New |
| Column Capital Advisors, LLC | 862 | $211.3K | 0.03% | −4−0.5% | Reduced |
| River Wealth Advisors LLC | 862 | $211.3K | 0.04% | −3−0.3% | Reduced |
| Ballast Advisors LLC | 857 | $210.1K | 0.08% | −65−7.0% | Reduced |
| Zullo Investment Group, Inc. | 854 | $209.5K | 0.12% | +854 | New |
| Atomi Financial Group, Inc. | 854 | $209.4K | 0.10% | +854 | New |
| V-Square Quantitative Management LLC | 852 | $208.9K | 0.15% | −41−4.6% | Reduced |
| Washington Trust Bank | 850 | $208.4K | 0.02% | +850 | New |
| Adirondack Trust Co | 795 | $207.3K | 0.10% | −10−1.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 855 | $207.0K | 0.10% | −135−13.6% | Reduced |
| Waddell & Associates, LLC | 842 | $206.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 838 | $205.4K | 0.11% | +441+111.1% | Added |
| Goldstein Advisors, LLC | 834 | $204.5K | 0.04% | −152−15.4% | Reduced |
| Meeder Asset Management Inc | 825 | $202.3K | 0.01% | −73−8.1% | Reduced |
| Tennessee Valley Asset Management Partners | 819 | $200.7K | 0.06% | +819 | New |
| JB Capital LLC | 817 | $200.2K | 0.02% | +817 | New |
| Evermay Wealth Management LLC | 812 | $199.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 812 | $199.1K | 0.06% | +812 | New |
| Edmond de Rothschild Holding S.A. | 779 | $191.0K | 0.00% | −487−38.5% | Reduced |
| Bourgeon Capital Management LLC | 750 | $183.9K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 750 | $183.9K | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 740 | $181.4K | 0.02% | −35−4.5% | Reduced |
| Thomas White International Ltd | 740 | $181.4K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 701 | $171.9K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 700 | $171.6K | 0.10% | +700 | New |
| Capital Analysts, LLC | 670 | $164.0K | 0.01% | +79+13.4% | Added |
| AdvisorNet Financial, Inc | 657 | $161.1K | 0.01% | +9+1.4% | Added |
| Baldwin Brothers Inc | 654 | $160.3K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 650 | $159.4K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 646 | $158.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 629 | $154.2K | 0.02% | −42−6.3% | Reduced |
| Horizon Bancorp Inc | 628 | $154.0K | 0.10% | +29+4.8% | Added |
| Avalon Trust Co | 600 | $147.1K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 600 | $147.1K | 0.04% | +19+3.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 600 | $147.1K | 0.04% | +600 | New |
| Union Savings Bank | 563 | $146.8K | 0.09% | +563 | New |
| Westpac Banking Corp | 584 | $143.2K | 0.01% | −20,312−97.2% | Reduced |
| Glen Eagle Advisors, LLC | 570 | $139.7K | 0.03% | +100+21.3% | Added |
| Bartlett & Co. Wealth Management LLC | 560 | $137.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 560 | $137.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 540 | $132.4K | 0.04% | −11−2.0% | Reduced |