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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortune Financial Advisors, LLC | 895 | $204.4K | 0.16% | +2+0.2% | Added |
| Cortland Associates Inc | 899 | $205.0K | 0.03% | +6+0.7% | Added |
| Freestone Capital Holdings, LLC | 900 | $205.6K | 0.01% | −29−3.1% | Reduced |
| Greenfield Savings Bank | 901 | $205.8K | 0.13% | −61−6.3% | Reduced |
| Oak Asset Management, LLC | 901 | $205.8K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 904 | $206.5K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 904 | $206.5K | 0.03% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 906 | $206.9K | 0.06% | +906 | New |
| David Loasby | 909 | $206.9K | 0.02% | −59−6.1% | Reduced |
| Zhang Financial LLC | 908 | $207.4K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 916 | $209.0K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 915 | $209.0K | 0.03% | +42+4.8% | Added |
| Legacy Private Trust Co. | 920 | $210.2K | 0.02% | −30−3.2% | Reduced |
| Canandaigua National Bank & Trust Co | 920 | $210.2K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 932 | $212.9K | 0.01% | −400−30.0% | Reduced |
| De Burlo Group Inc | 933 | $213.2K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 950 | $217.0K | 0.11% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 953 | $217.7K | 0.14% | +953 | New |
| Colony Group LLC | 953 | $218.0K | 0.00% | −249−20.7% | Reduced |
| Marco Investment Management LLC | 955 | $218.2K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 960 | $219.3K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 973 | $222.3K | 0.03% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 1,029 | $223.8K | 0.12% | 00.0% | Unchanged |
| Covenant Partners, LLC | 980 | $223.9K | 0.08% | −110−10.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 985 | $225.0K | 0.12% | +2+0.2% | Added |
| Quantbot Technologies LP | 987 | $225.5K | 0.02% | −1,227−55.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 988 | $225.7K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 989 | $226.0K | 0.03% | +3+0.3% | Added |
| Wilkinson Global Asset Management LLC | 990 | $226.2K | 0.02% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,003 | $226.2K | 0.04% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 1,044 | $226.6K | 0.07% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1,000 | $228.5K | 0.13% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $228.5K | 0.06% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,000 | $228.5K | 0.20% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,001 | $228.7K | 0.03% | −100−9.1% | Reduced |
| Fulcrum Capital LLC | 1,002 | $228.9K | 0.07% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,010 | $230.8K | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,004 | $231.0K | 0.17% | −1,255−55.6% | Reduced |
| Live Oak Private Wealth LLC | 1,012 | $231.2K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,024 | $234.0K | 0.04% | −168−14.1% | Reduced |
| Beach Investment Counsel Inc | 1,026 | $234.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 1,034 | $236.3K | 0.02% | +65+6.7% | Added |
| Breakwater Capital Group | 1,091 | $237.9K | 0.08% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,048 | $239.4K | 0.06% | −98−8.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,050 | $239.9K | 0.07% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,050 | $239.9K | 0.05% | 00.0% | Unchanged |
| Dover Advisors, LLC | 1,050 | $239.9K | 0.24% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,050 | $239.9K | 0.01% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 1,051 | $240.1K | 0.10% | +96+10.1% | Added |
| American Trust Investment Advisors, LLC | 1,057 | $241.5K | 0.13% | −100−8.6% | Reduced |
| Colonial River Wealth Management, LLC | 1,058 | $241.7K | 0.16% | −203−16.1% | Reduced |
| Cohen & Steers, Inc. | 1,060 | $242.0K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,065 | $243.3K | 0.08% | +94+9.7% | Added |
| WMS Partners, LLC | 1,073 | $245.1K | 0.02% | −12−1.1% | Reduced |
| Waldron Private Wealth LLC | 1,076 | $245.8K | 0.01% | +16+1.5% | Added |
| Tiedemann Advisors, LLC | 1,080 | $246.6K | 0.01% | +8+0.7% | Added |
| Keystone Wealth Services, LLC | 1,089 | $248.8K | 0.09% | −10−0.9% | Reduced |
| Vivaldi Capital Management, LLC | 1,099 | $251.1K | 0.08% | +14+1.3% | Added |
| First Affirmative Financial Network | 1,105 | $252.5K | 0.25% | +78+7.6% | Added |
| Silvercrest Asset Management Group LLC | 1,107 | $252.9K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,108 | $253.2K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,110 | $253.6K | 0.11% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,112 | $254.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 1,118 | $255.0K | 0.08% | −93−7.7% | Reduced |
| Tradition Wealth Management, LLC | 1,117 | $255.0K | 0.03% | +141+14.4% | Added |
| LCNB Corp | 1,117 | $255.2K | 0.11% | +13+1.2% | Added |
| V Wealth Advisors LLC | 1,121 | $256.2K | 0.21% | −865−43.6% | Reduced |
| S.A. Mason LLC | 1,125 | $257.0K | 0.19% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,127 | $257.6K | 0.27% | +4+0.4% | Added |
| Farmers Trust Co | 1,129 | $257.9K | 0.06% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,130 | $258.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,133 | $258.8K | 0.04% | +1+0.1% | Added |
| Mma Asset Management LLC | 1,145 | $261.6K | 0.15% | −3−0.3% | Reduced |
| Hyman Charles D | 1,147 | $262.0K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,150 | $262.7K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,150 | $262.7K | 0.03% | +1,150 | New |
| Longfellow Investment Management Co LLC | 1,156 | $264.1K | 0.07% | −687−37.3% | Reduced |
| Quad-Cities Investment Group, LLC | 1,162 | $265.6K | 0.18% | +182+18.6% | Added |
| Carr Financial Group Corp | 1,179 | $266.3K | 0.11% | +100+9.3% | Added |
| BLB&B Advisors, LLC | 1,168 | $266.8K | 0.02% | −60−4.9% | Reduced |
| Spire Wealth Management | 1,170 | $267.3K | 0.01% | −87−6.9% | Reduced |
| Dohj, LLC | 1,187 | $267.7K | 0.12% | +55+4.9% | Added |
| Blue Chip Partners, Inc. | 1,172 | $267.8K | 0.03% | +8+0.7% | Added |
| Good Life Advisors, LLC | 1,176 | $268.7K | 0.03% | +1+0.1% | Added |
| Connectus Wealth, LLC | 1,176 | $269.3K | 0.01% | +58+5.2% | Added |
| Lakeview Capital Partners, LLC | 1,182 | $269.9K | 0.05% | +22+1.9% | Added |
| Kirr Marbach & Co LLC | 1,182 | $270.0K | 0.08% | +2+0.2% | Added |
| Belpointe Asset Management LLC | 1,182 | $270.1K | 0.03% | +60+5.3% | Added |
| Creative Financial Designs Inc | 1,200 | $274.2K | 0.03% | −14−1.2% | Reduced |
| E&G Advisors, LP | 1,200 | $274.2K | 0.10% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,202 | $274.6K | 0.11% | +1,202 | New |
| Pine Valley Investments Ltd Liability Co | 1,204 | $275.1K | 0.03% | +5+0.4% | Added |
| Fenimore Asset Management Inc | 1,217 | $278.0K | 0.01% | −5−0.4% | Reduced |
| Lion Street Advisors, LLC | 1,218 | $278.2K | 0.09% | −73−5.7% | Reduced |
| Kapstone Financial Advisors LLC | 1,222 | $279.1K | 0.25% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,230 | $281.0K | 0.04% | +112+10.0% | Added |
| Knuff & Co LLC | 1,238 | $282.8K | 0.11% | +15+1.2% | Added |
| Castleark Management LLC | 1,240 | $283.3K | 0.01% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,247 | $284.9K | 0.04% | +60+5.1% | Added |
| Main Street Financial Solutions, LLC | 1,253 | $286.1K | 0.04% | +17+1.4% | Added |