Cummins Inc

CMI

Exchange: NYSE
Industry: Engines & Turbines
SEC CIK: 0000026172

SEC filings (opens in a new tab)

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, Q3 2023

Institutional positions in Cummins Inc as of Sep 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: 1,237; −14 vs. Q2 2023
Shares held: 117.9M; +771.6K (+0.7%) vs. Q2 2023
Total value: $27.0B; −$1.72B (−6.0%) vs. Q2 2023
New holders: 72; 464 more added
Sold out: 86; 469 more reduced

19 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 1,237 institutions

Value heldQ3 2023: $27.0B

Institutions holding CMI and their total value by quarter
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, Q3 2023

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q2 2023.

Institutions holding CMI in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Concord Wealth Partners	0	$29	0.00%	−2−100.0%	Reduced
Sofos Investments, Inc.	0	$177	0.00%	−245−100.0%	Reduced
Semmax Financial Advisors Inc.	1	$219	0.00%	+1	New
Carmel Capital Partners, LLC	1	$228	0.00%	+1	New
ORG Partners LLC	2	$493	0.00%	00.0%	Unchanged
1832 Asset Management L.P.	4	$913	0.00%	+4	New
TSFG, LLC	2	$1.00K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	6	$1.37K	0.00%	+6	New
Northwest Capital Management Inc	7	$1.60K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	7	$1.60K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	8	$1.83K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	8	$1.83K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	9	$2.06K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	12	$2.74K	0.00%	00.0%	Unchanged
GeoWealth Management, LLC	13	$3.00K	0.00%	+1+8.3%	Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	15	$3.43K	0.00%	00.0%	Unchanged
Abound Wealth Management	16	$3.67K	0.00%	−3−15.8%	Reduced
Jackson, Grant Investment Advisers, Inc.	17	$3.88K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	18	$4.11K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	18	$4.11K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	19	$4.34K	0.00%	+19	New
Founders Capital Management	19	$4.34K	0.00%	+19	New
Raleigh Capital Management Inc.	19	$4.37K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	20	$4.60K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	21	$4.74K	0.00%	−5,623−99.6%	Reduced
American National Bank	21	$4.80K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	21	$4.80K	0.00%	+3+16.7%	Added
SRS Capital Advisors, Inc.	22	$5.03K	0.00%	+4+22.2%	Added
M&R Capital Management Inc	23	$5.35K	0.00%	+14+155.6%	Added
Grove Bank & Trust	26	$5.94K	0.00%	−121−82.3%	Reduced
Carolina Wealth Advisors, LLC	30	$6.85K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	30	$6.85K	0.00%	−60−66.7%	Reduced
Impact Partnership Wealth, LLC	30	$6.85K	0.00%	+22+275.0%	Added
Householder Group Estate & Retirement Specialist, LLC	30	$6.85K	0.00%	+30	New
Key Financial Inc	32	$7.31K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	33	$7.65K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	36	$8.22K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	37	$8.36K	0.00%	00.0%	Unchanged
Private Ocean, LLC	37	$8.45K	0.00%	00.0%	Unchanged
Financial Avengers, Inc.	39	$8.91K	0.01%	+39	New
Quarry LP	41	$9.37K	0.01%	+14+51.9%	Added
Northwest Investment Counselors, LLC	42	$9.60K	0.00%	00.0%	Unchanged
Estabrook Capital Management	43	$9.82K	0.00%	−5−10.4%	Reduced
Pacifica Partners Inc.	44	$9.92K	0.01%	+14+46.7%	Added
PSI Advisors, LLC	44	$10.0K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	47	$10.7K	0.01%	00.0%	Unchanged
Legend Financial Advisors, Inc.	47	$10.7K	0.01%	00.0%	Unchanged
Register Financial Advisors LLC	49	$11.2K	0.01%	00.0%	Unchanged
Operose Advisors LLC	49	$11.2K	0.00%	+49	New
Duncker Streett & Co Inc	50	$11.4K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	50	$11.4K	0.01%	00.0%	Unchanged
Distillate Capital Partners LLC	52	$11.9K	3.00%	+1+2.0%	Added
Centerpoint Advisors, LLC	53	$12.0K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	51	$12.0K	0.00%	+5+10.9%	Added
Tucker Asset Management LLC	54	$12.3K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	56	$12.8K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	56	$12.8K	0.01%	00.0%	Unchanged
Addison Advisors LLC	58	$13.3K	0.01%	+8+16.0%	Added
JNBA Financial Advisors	59	$13.5K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	62	$14.2K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	64	$14.6K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	68	$15.5K	0.00%	00.0%	Unchanged
Baker Avenue Asset Management, LP	70	$16.0K	0.00%	+26+59.1%	Added
Legacy Financial Group LLC	72	$16.4K	0.00%	+72	New
JFS Wealth Advisors, LLC	75	$17.1K	0.00%	00.0%	Unchanged
CNB Bank	76	$17.4K	0.01%	+1+1.3%	Added
Gould Capital, LLC	77	$17.4K	0.01%	00.0%	Unchanged
Cary Street Partner Investment Advisory LLC	78	$17.8K	0.00%	+13+20.0%	Added
Winch Advisory Services, LLC	79	$18.0K	0.01%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	100	$22.8K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	101	$23.1K	0.01%	00.0%	Unchanged
Bangor Savings Bank	102	$23.3K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	109	$23.6K	0.01%	00.0%	Unchanged
Ofi Invest Asset Management	116	$25.0K	0.00%	+116	New
HHM Wealth Advisors, LLC	115	$26.3K	0.01%	−50−30.3%	Reduced
Tfo-TDC, LLC	108	$26.5K	0.01%	+3+2.9%	Added
Avion Wealth	122	$27.0K	0.01%	+5+4.3%	Added
Silver Oak Securities, Inc	121	$27.7K	0.01%	+121	New
Tyler-Stone Wealth Management	122	$28.0K	0.02%	00.0%	Unchanged
West Financial Advisors, LLC	126	$28.8K	0.01%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	129	$29.0K	0.00%	+2+1.6%	Added
Riggs Asset Managment Co. Inc.	128	$29.2K	0.01%	−23,398−99.5%	Reduced
Global Wealth Strategies & Associates	128	$29.2K	0.01%	+128	New
Aspire Private Capital, LLC	129	$29.5K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	129	$29.5K	0.01%	+2+1.6%	Added
Westside Investment Management, Inc.	130	$29.7K	0.01%	00.0%	Unchanged
Oakmont Corp	131	$29.9K	0.01%	00.0%	Unchanged
MV Capital Management, Inc.	131	$29.9K	0.00%	+5+4.0%	Added
Dividend Assets Capital, LLC	130	$30.0K	0.01%	00.0%	Unchanged
Steward Financial Group LLC	139	$31.0K	0.01%	+25+21.9%	Added
Osterweis Capital Management Inc	138	$31.5K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	140	$32.0K	0.01%	00.0%	Unchanged
Hall Laurie J Trustee	140	$32.0K	0.01%	00.0%	Unchanged
Pittenger & Anderson Inc	150	$34.3K	0.00%	00.0%	Unchanged
Flaharty Asset Management, LLC	150	$34.3K	0.01%	+150	New
Laffer Tengler Investments	151	$34.5K	0.01%	+151	New
Baystate Wealth Management LLC	151	$34.5K	0.00%	+11+7.9%	Added
GPS Wealth Strategies Group, LLC	155	$35.4K	0.01%	00.0%	Unchanged
Westpac Banking Corp	156	$35.6K	0.00%	−428−73.3%	Reduced
WR Wealth Planners, LLC	157	$35.9K	0.01%	00.0%	Unchanged