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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; 2,113 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, 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: 1,558 institutionsQ1 2025: 1,572 institutionsQ2 2025: 1,565 institutionsQ3 2025: 1,687 institutionsQ4 2025: 1,880 institutionsQ1 2026: 1,969 institutionsQ2 2026: 2,113 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 20262,113$83.8B
Q1 20261,969$62.7B
Q4 20251,880$60.4B
Q3 20251,687$49.0B
Q2 20251,565$38.3B
Q1 20251,572$36.6B
Q4 20241,558$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
Mercer Global Advisors Inc42,096$10.3M0.04%+1,077+2.6%Added
Teacher Retirement System of Texas42,024$10.3M0.07%+830+2.0%Added
Kestra Advisory Services, LLC41,819$10.3M0.10%−560−1.3%Reduced
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus41,272$10.1M2.39%−152−0.4%Reduced
Arizona State Retirement System40,459$9.92M0.08%+1,954+5.1%Added
Beese Fulmer Investment Management, Inc.40,372$9.90M1.07%+519+1.3%Added
Vident Investment Advisory, LLC40,326$9.89M0.34%+134+0.3%Added
FineMark National Bank & Trust40,303$9.88M0.41%−892−2.2%Reduced
LMCG Investments, LLC39,658$9.72M0.63%+674+1.7%Added
CIBC Private Wealth Group, LLC39,470$9.68M0.02%+7,401+23.1%Added
Bridgewater Associates, LP39,464$9.67M0.06%+39,464New
Pinnacle Associates Ltd39,386$9.66M0.17%−764−1.9%Reduced
Franklin Street Advisors Inc39,117$9.59M0.81%+1,340+3.5%Added
Olstein Capital Management, L.P.39,000$9.56M1.55%+7,500+23.8%Added
State of Tennessee, Treasury Department38,969$9.55M0.04%+16,386+72.6%Added
American International Group, Inc.38,760$9.50M0.06%−5,427−12.3%Reduced
Novare Capital Management LLC38,748$9.50M1.02%−545−1.4%Reduced
Kovitz Investment Group Partners, LLC38,649$9.48M0.14%−291−0.7%Reduced
Summit Financial Wealth Advisors, LLC38,030$9.32M2.15%−410−1.1%Reduced
Nomura Asset Management Co Ltd37,692$9.24M0.04%+1,036+2.8%Added
Allen Mooney & Barnes Investment Advisors LLC37,509$9.20M2.04%+606+1.6%Added
Jacobs & Co36,910$9.05M1.08%+1,892+5.4%Added
Power Corp of Canada36,579$8.97M0.93%00.0%Unchanged
Davenport & Co LLC36,493$8.95M0.07%−2,603−6.7%Reduced
Verity & Verity, LLC36,378$8.92M1.09%+43+0.1%Added
Noesis Capital Mangement Corp36,352$8.91M2.19%+601+1.7%Added
Culbertson A N & Co Inc36,296$8.90M1.72%−965−2.6%Reduced
West Coast Financial LLC36,271$8.89M1.26%−850−2.3%Reduced
Adams Asset Advisors, LLC36,060$8.84M1.29%−12,173−25.2%Reduced
MetLife Investment Management35,935$8.81M0.06%−521−1.4%Reduced
Amalgamated Bank35,737$8.76M0.07%−4,396−11.0%Reduced
Atwater Malick LLC34,746$8.52M3.64%+878+2.6%Added
Forsta Ap-Fonden34,700$8.51M0.09%−6,600−16.0%Reduced
Trexquant Investment LP34,603$8.48M0.22%+34,603New
Richard C. Young & CO., LTD.33,669$8.25M1.13%+1,193+3.7%Added
Rockefeller Capital Management L.P.33,569$8.23M0.03%+15,560+86.4%Added
Mackenzie Financial Corp33,009$8.20M0.01%−374−1.1%Reduced
Transform Wealth, LLC33,435$8.20M0.74%+1,302+4.1%Added
PGGM Investments32,409$7.95M0.13%−1,394−4.1%Reduced
Livforsakringsbolaget Skandia, Omsesidigt32,334$7.93M0.82%−3,300−9.3%Reduced
Citizens Financial Group Inc32,232$7.90M0.29%−14,171−30.5%Reduced
Retirement Systems of Alabama32,174$7.89M0.04%−9,590−23.0%Reduced
Cambridge Investment Research Advisors, Inc.31,703$7.77M0.04%+1,461+4.8%Added
BerganKDV Wealth Management, LLC31,643$7.76M0.78%+205+0.7%Added
Northwestern Mutual Wealth Management Co31,343$7.68M0.01%+1,916+6.5%Added
Hennion & Walsh Asset Management, Inc.30,885$7.57M0.45%−7,044−18.6%Reduced
Motco30,831$7.56M0.49%−727−2.3%Reduced
Sheaff Brock Investment Advisors, LLC30,076$7.37M0.71%−406−1.3%Reduced
Texas Permanent School Fund29,691$7.28M0.07%+232+0.8%Added
Creative Planning29,620$7.26M0.01%+314+1.1%Added
Foster & Motley Inc28,453$6.98M0.54%+10.0%Added
O'Shaughnessy Asset Management, LLC28,259$6.93M0.10%−1,499−5.0%Reduced
NewSquare Capital LLC28,101$6.89M0.72%+1,680+6.4%Added
IFM Investors Pty Ltd27,776$6.81M0.09%−1,944−6.5%Reduced
Skandinaviska Enskilda Banken AB (publ)27,681$6.79M0.04%+1,511+5.8%Added
Cullinan Associates Inc27,619$6.77M0.37%−3,357−10.8%Reduced
Advocate Group LLC27,597$6.77M1.49%−608−2.2%Reduced
ProShare Advisors LLC27,403$6.72M0.02%+5,558+25.4%Added
Rowland & Co Investment Counsel27,341$6.70M1.58%−49−0.2%Reduced
SFE Investment Counsel27,284$6.69M1.89%+1,061+4.0%Added
Xponance, Inc.26,869$6.59M0.09%−696−2.5%Reduced
Wolverine Trading, LLC26,889$6.51M0.09%+16,787+166.2%Added
Acadian Asset Management LLC25,857$6.34M0.03%+7,450+40.5%Added
Benjamin F. Edwards & Company, Inc.25,638$6.29M0.24%+491+2.0%Added
State of Alaska, Department of Revenue25,361$6.22M0.07%−14,710−36.7%Reduced
Agf Management Ltd25,072$6.15M0.04%−43,611−63.5%Reduced
CIBC Asset Management Inc25,012$6.13M0.02%−634−2.5%Reduced
Investment House LLC24,959$6.12M0.46%−145−0.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,689$6.05M0.05%+735+3.1%Added
Northwest Bancshares, Inc.24,535$6.02M1.09%+2,008+8.9%Added
Anderson Hoagland & Co24,451$5.99M0.77%00.0%Unchanged
Utah Retirement Systems24,364$5.97M0.08%−700−2.8%Reduced
Highland Capital Management, LLC24,218$5.94M0.39%−340−1.4%Reduced
Westfield Capital Management Co LP24,113$5.91M0.04%−393−1.6%Reduced
Simmons Bank23,594$5.78M0.49%−1,488−5.9%Reduced
Riggs Asset Managment Co. Inc.23,526$5.77M2.03%+224+1.0%Added
Royce & Associates LP23,500$5.76M0.06%00.0%Unchanged
Public Employees Retirement Association of Colorado23,182$5.68M0.03%+80.0%Added
Knights of Columbus Asset Advisors LLC23,156$5.68M0.51%+245+1.1%Added
Davy Global Fund Management Ltd22,973$5.63M1.07%+153+0.7%Added
Quadrature Capital Ltd22,739$5.58M0.12%+22,739New
Yousif Capital Management, LLC22,651$5.55M0.07%+238+1.1%Added
Laurion Capital Management LP22,396$5.49M0.24%−3,493−13.5%Reduced
United Fire Group Inc22,000$5.39M4.16%00.0%Unchanged
Credit Agricole S A21,968$5.39M0.18%−12,651−36.5%Reduced
Terry L. Blaker21,789$5.34M0.45%+42+0.2%Added
Principal Street Partners, LLC21,687$5.32M1.26%−966−4.3%Reduced
Federation des caisses Desjardins du Quebec21,359$5.24M0.05%−10,731−33.4%Reduced
Birmingham Capital Management Co Inc21,235$5.21M2.18%−600−2.7%Reduced
Handelsbanken Fonder AB21,162$5.19M0.03%+1,655+8.5%Added
CIBC World Markets Inc.21,021$5.15M0.02%−24,313−53.6%Reduced
New York Life Investment Management LLC20,945$5.13M0.05%+100+0.5%Added
Carnegie Capital Asset Management, LLC20,919$5.13M0.19%−89−0.4%Reduced
RBA Wealth Management, LLC20,884$5.12M2.39%+138+0.7%Added
Van Eck Associates Corp20,878$5.12M0.01%+3,878+22.8%Added
QV Investors Inc.20,865$5.12M0.46%−1,040−4.7%Reduced
Ironwood Investment Counsel, LLC20,792$5.10M1.15%+1,895+10.0%Added
Townsend & Associates, Inc19,655$5.07M1.30%+7,611+63.2%Added
Private Advisor Group, LLC19,907$5.05M0.04%−3,841−16.2%Reduced
KBC Group NV20,415$5.00M0.02%−6,844−25.1%Reduced