Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2023 vs. Q2 2023

How the institutions holding Cummins Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of CMI: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,270191,237−14
Shares117.4M297.3K117.9M+771.6K (+0.7%)
Value$28.8B$72.9M$27.0B−$1.72B (−6.0%)

19 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (72)

Institutions that held Cummins Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to CMI in Q3 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC326,522$74.6M0.21%
First Republic Investment Management, Inc.93,116$21.3M0.06%
Pictet Asset Management Holding SA81,151$18.5M0.02%
Vident Advisory, LLC47,893$10.9M0.34%
QRG Capital Management, Inc.43,134$9.85M0.17%
Comerica Bank33,289$7.61M0.04%
Albar Capital Ltd18,371$4.20M1.19%
Key Bridge Compliance, LLC17,697$4.04M1.27%
Wealth Enhancement Advisory Services, LLC16,772$3.83M0.01%
D. E. Shaw & Co., Inc.12,176$2.78M0.00%
Marathon Trading Investment Management LLC9,950$2.27M1.74%
Ursa Fund Management, LLC9,820$2.24M13.61%
Pathway Financial Advisers, LLC8,176$1.87M0.77%
Bedel Financial Consulting Inc7,157$1.63M0.33%
Ipswich Investment Management Co., Inc.5,675$1.30M0.35%
Bluefin Capital Management, LLC5,271$1.20M0.11%
Patton Fund Management, Inc.5,216$1.19M0.32%
Payden & Rygel Investment Group5,200$1.19M0.09%
Park Avenue Securities LLC4,882$1.11M0.02%
Envestnet Portfolio Solutions, Inc.4,745$1.08M0.01%
Shay Capital LLC4,250$971.0K0.29%
Ossiam3,487$796.6K0.01%
Virtu Financial LLC3,398$776.0K0.08%
MWA Asset Management3,261$745.0K0.72%
Kingswood Wealth Advisors, LLC3,202$731.5K0.13%
Legacy Advisors, LLC3,149$719.4K0.12%
Warren Averett Asset Management, LLC2,610$596.3K0.03%
Tiaa Trust, National Association2,567$586.5K0.00%
Seven Eight Capital, LP2,339$534.4K0.06%
Syon Capital LLC2,333$533.0K0.07%
Krane Funds Advisors LLC2,176$497.0K0.02%
Summit Global Investments1,915$437.0K0.03%
Fox Run Management, L.L.C.1,911$436.6K0.13%
Troluce Capital Advisors LLC2,425$432.3K0.26%
Wealthspire Advisors, LLC1,879$429.3K0.01%
Brevan Howard Capital Management LP1,834$419.0K0.12%
Paloma Partners Management Co1,816$414.9K0.09%
Thoroughbred Financial Services, LLC1,747$399.0K0.04%
180 Wealth Advisors, LLC1,619$369.9K0.08%
KPP Advisory Services LLC1,578$360.5K0.12%
SkyOak Wealth, LLC1,500$342.7K0.10%
NEOS Investment Management LLC1,493$341.1K0.04%
Brookstone Capital Management1,453$322.0K0.01%
Financial Advisors Network, Inc.1,407$321.5K0.07%
NBC Securities, Inc.1,361$310.0K0.03%
Measured Wealth Private Client Group, LLC1,202$274.6K0.11%
NBT Bank N A1,150$262.7K0.03%
ISAM Funds (UK) Ltd953$217.7K0.14%
Commonwealth Financial Services, LLC906$206.9K0.06%
Ramirez Asset Management, Inc.740$169.1K0.04%
Rogco, LP403$92.1K0.05%
Orion Capital Management LLC228$52.1K0.03%
Jamison Private Wealth Management, Inc.210$48.0K0.01%
First Financial Corp209$47.7K0.03%
Peoples Bank190$43.4K0.04%
Annis Gardner Whiting Capital Advisors, LLC170$38.8K0.02%
DHJJ Financial Advisors, Ltd.161$36.8K0.02%
Laffer Tengler Investments151$34.5K0.01%
Flaharty Asset Management, LLC150$34.3K0.01%
Global Wealth Strategies & Associates128$29.2K0.01%
Silver Oak Securities, Inc121$27.7K0.01%
Ofi Invest Asset Management116$25.0K0.00%
Legacy Financial Group LLC72$16.4K0.00%
Operose Advisors LLC49$11.2K0.00%
Financial Avengers, Inc.39$8.91K0.01%
Householder Group Estate & Retirement Specialist, LLC30$6.85K0.00%
Founders Capital Management19$4.34K0.00%
Perkins Coie Trust Co19$4.34K0.00%
Salomon & Ludwin, LLC6$1.37K0.00%
1832 Asset Management L.P.4$9130.00%
Carmel Capital Partners, LLC1$2280.00%
Semmax Financial Advisors Inc.1$2190.00%

Sold out (86)

Institutions that held Cummins Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of CMI in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Marshall Wace, LLP160,525$39.4M
Capital Fund Management S.A.74,418$18.2M
NFJ Investment Group, LLC50,498$12.4M
Brookfield Asset Management Inc.49,960$12.2M
Vident Investment Advisory, LLC40,326$9.89M
Trexquant Investment LP34,603$8.48M
United Fire Group Inc22,000$5.39M
ML & R Wealth Management LLC12,245$3.00M
Optiver Holding B.V.8,248$2.02M
Fairfield, Bush & Co.7,800$1.91M
Versor Investments LP7,742$1.90M
Americana Partners, LLC4,225$1.04M
Waycross Partners, LLC4,150$1.02M
Arjuna Capital4,121$1.01M
Veritable, L.P.3,534$866.4K
Arrowstreet Capital, Limited Partnership3,310$811.0K
Sara-Bay Financial3,127$766.6K
Sepio Capital, LP3,000$735.5K
Graham Capital Management, L.P.3,000$735.5K
Baader Bank INC3,097$730.9K
BIT Capital GmbH2,951$723.5K
Weiss Multi-Strategy Advisers LLC2,900$711.0K
Sciencast Management LP2,822$696.5K
MJP Associates Inc2,468$605.0K
Spouting Rock Asset Management, LLC2,289$561.2K
Zimmermann Investment Management & Planning LLC2,137$524.0K
EHP Funds Inc.2,100$514.8K
Segall Bryant & Hamill, LLC1,745$427.8K
Camelot Portfolios, LLC1,709$418.9K
Silver Lake Advisory, LLC1,681$412.1K
Braun Stacey Associates Inc1,595$391.0K
Calton & Associates, Inc.1,551$380.2K
Machina Capital S.A.S.1,537$376.8K
Bayesian Capital Management, LP1,485$364.1K
Change Path, LLC1,305$320.0K
Astoria Portfolio Advisors LLC.1,223$311.2K
Trinity Legacy Partners, LLC1,234$302.5K
Buckley Wealth Management, LLC1,215$297.9K
Prelude Capital Management, LLC1,124$275.6K
FDx Advisors, Inc.1,116$274.0K
Mairs & Power Inc1,042$255.5K
Axq Capital, LP1,000$245.2K
Aquatic Capital Management LLC1,000$245.0K
Personal Cfo Solutions, LLC990$242.7K
Spears Abacus Advisors LLC982$240.7K
Eqis Capital Management, Inc.981$240.6K
Sovereign Financial Group, Inc.976$239.3K
Corton Capital Inc.944$231.4K
CIC Wealth, LLC927$227.2K
Moneta Group Investment Advisors LLC896$219.7K
Fort Washington Investment Advisors Inc891$218.4K
Echo Street Capital Management LLC878$215.3K
Prio Wealth Limited Partnership866$212.3K
IMPACTfolio, LLC865$212.1K
River Wealth Advisors LLC862$211.3K
Zullo Investment Group, Inc.854$209.5K
Atomi Financial Group, Inc.854$209.4K
Washington Trust Bank850$208.4K
Waddell & Associates, LLC842$206.4K
Goldstein Advisors, LLC834$204.5K
Meeder Asset Management Inc825$202.3K
Tennessee Valley Asset Management Partners819$200.7K
JB Capital LLC817$200.2K
State of Wyoming812$199.1K
Bourgeon Capital Management LLC750$183.9K
Wall Street Access Asset Management, LLC700$171.6K
Crewe Advisors LLC629$154.2K
ICA Group Wealth Management, LLC445$109.1K
Centaurus Financial, Inc.412$101.0K
Counterpoint Mutual Funds LLC392$96.1K
Capstone Investment Advisors, LLC283$69.4K
WealthPLAN Partners, LLC281$68.9K
Compagnie Lombard Odier SCmA235$57.6K
Clear Street Markets LLC184$45.0K
Kapitalo Investimentos Ltda178$43.6K
Close Asset Management Ltd177$43.0K
CVA Family Office, LLC125$30.6K
Tilia Fiduciary Partners, Inc.104$25.5K
Ridgewood Investments LLC19$4.60K
Disciplined Investments, LLC17$4.17K
Tompkins Financial Corp15$3.68K
Clearview Wealth Advisors LLC15$3.68K
Fiduciary Alliance LLC5$1.23K
TD Ameritrade Investment Management, LLC5$1.00K
Bollard Group LLC5$1.00K
PEAK6 Investments LLC3$649

Not filed for Q3 2023 yet (19)

Institutions that held Cummins Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CMI in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Kames Capital plc159,066$39.0M
Pictet Asset Management SA77,125$18.9M
BerganKDV Wealth Management, LLC31,643$7.76M
Kistler-Tiffany Companies, LLC6,676$1.64M
BDO Wealth Advisors, LLC5,861$1.44M
Ascension Asset Management LLC5,370$1.32M
Vigilant Capital Management, LLC2,565$629.0K
Tiaa, FSB2,173$532.7K
EA Series Trust1,823$446.9K
Intercontinental Wealth Advisors, LLC1,377$337.6K
Heron Financial Group, LLC1,182$289.9K
Ten Capital Wealth Advisors, LLC893$218.0K
Thomas White International Ltd740$181.4K
Northwest Bank & Trust Co400$98.1K
First Capital Advisors Group, LLC.185$45.4K
Endurance Wealth Management, Inc.110$27.0K
First Command Bank70$17.2K
First Command Financial Services, Inc.70$17.2K
First National Bank of South Miami2$490