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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 1,253 | $286.3K | 0.10% | +150+13.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,260 | $287.7K | 0.02% | −208,403−99.4% | Reduced |
| Regal Investment Advisors LLC | 1,261 | $288.0K | 0.02% | −47−3.6% | Reduced |
| Atticus Wealth Management, LLC | 1,263 | $288.5K | 0.11% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,264 | $288.7K | 0.17% | +198+18.6% | Added |
| Kessler Investment Group, LLC | 1,275 | $291.3K | 0.24% | −92−6.7% | Reduced |
| Desjardins Global Asset Management Inc. | 1,277 | $291.7K | 0.03% | −451−26.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,282 | $292.9K | 0.04% | −3,782−74.7% | Reduced |
| Advisor OS, LLC | 1,291 | $294.9K | 0.04% | −3,292−71.8% | Reduced |
| First Nebraska Trust Co | 1,295 | $295.9K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,298 | $296.5K | 0.03% | −89−6.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,300 | $297.0K | 0.04% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,305 | $298.1K | 0.48% | −10−0.8% | Reduced |
| StrategIQ Financial Group, LLC | 1,313 | $300.0K | 0.03% | −50−3.7% | Reduced |
| Chesley Taft & Associates LLC | 1,320 | $301.6K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,340 | $306.1K | 0.06% | −500−27.2% | Reduced |
| EdgeRock Capital LLC | 1,350 | $308.4K | 0.19% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 1,351 | $308.6K | 0.15% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,353 | $309.1K | 0.27% | 00.0% | Unchanged |
| KilterHowling LLC | 1,354 | $309.3K | 0.27% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,356 | $309.8K | 0.01% | −249−15.5% | Reduced |
| NBC Securities, Inc. | 1,361 | $310.0K | 0.03% | +1,361 | New |
| Archford Capital Strategies, LLC | 1,372 | $313.4K | 0.06% | −260−15.9% | Reduced |
| Financial Counselors Inc | 1,374 | $313.9K | 0.01% | +68+5.2% | Added |
| Valley National Advisers Inc | 1,375 | $314.0K | 0.05% | +15+1.1% | Added |
| Evercore Wealth Management, LLC | 1,378 | $314.8K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,379 | $315.0K | 0.11% | +5+0.4% | Added |
| Whalerock Point Partners, LLC | 1,383 | $316.0K | 0.11% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,388 | $317.1K | 0.01% | −62−4.3% | Reduced |
| Beacon Capital Management, LLC | 1,303 | $319.4K | 0.08% | 00.0% | Unchanged |
| Diversified Trust Co | 1,399 | $319.6K | 0.01% | −450−24.3% | Reduced |
| Wallington Asset Management, LLC | 1,400 | $320.0K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,403 | $320.5K | 0.02% | −109−7.2% | Reduced |
| Financial Advisors Network, Inc. | 1,407 | $321.5K | 0.07% | +1,407 | New |
| Brookstone Capital Management | 1,453 | $322.0K | 0.01% | +1,453 | New |
| Sageworth Trust Co | 1,410 | $322.1K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 1,412 | $322.5K | 0.01% | −112−7.3% | Reduced |
| RSM US Wealth Management LLC | 1,418 | $324.0K | 0.01% | −7−0.5% | Reduced |
| Lake Street Financial LLC | 1,409 | $325.9K | 0.06% | −87−5.8% | Reduced |
| Forum Financial Management, LP | 1,440 | $329.0K | 0.01% | +138+10.6% | Added |
| We Are One Seven, LLC | 1,447 | $330.6K | 0.03% | +118+8.9% | Added |
| Stratos Wealth Partners, LTD. | 1,449 | $331.1K | 0.01% | +260+21.9% | Added |
| Skba Capital Management LLC | 1,450 | $331.3K | 0.06% | −190−11.6% | Reduced |
| Sweet Financial Partners, LLC | 1,456 | $332.6K | 0.09% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,462 | $334.0K | 0.01% | +448+44.2% | Added |
| Washington Trust Co | 1,470 | $335.8K | 0.01% | −335−18.6% | Reduced |
| Pinnacle Bancorp, Inc. | 1,479 | $337.9K | 0.12% | −5−0.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,484 | $339.0K | 0.27% | −649−30.4% | Reduced |
| Financial Management Professionals, Inc. | 1,489 | $340.0K | 0.06% | +33+2.3% | Added |
| NEOS Investment Management LLC | 1,493 | $341.1K | 0.04% | +1,493 | New |
| Alethea Capital Management, LLC | 1,500 | $342.7K | 0.42% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,500 | $342.7K | 0.10% | +1,500 | New |
| Cigna Investments Inc | 1,498 | $343.0K | 0.08% | −204−12.0% | Reduced |
| Avantax Planning Partners, Inc. | 1,502 | $343.1K | 0.01% | +21+1.4% | Added |
| Parkside Financial Bank & Trust | 1,503 | $343.4K | 0.08% | +19+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,507 | $344.3K | 0.04% | −15−1.0% | Reduced |
| CAPROCK Group, Inc. | 1,515 | $346.3K | 0.03% | +29+2.0% | Added |
| Wendell David Associates Inc | 1,521 | $347.0K | 0.04% | −45−2.9% | Reduced |
| Dearborn Partners LLC | 1,524 | $348.2K | 0.01% | −612−28.7% | Reduced |
| Clarius Group, LLC | 1,525 | $348.5K | 0.03% | −540−26.2% | Reduced |
| Foundations Investment Advisors, LLC | 1,536 | $351.0K | 0.01% | +99+6.9% | Added |
| Wealth Alliance | 1,539 | $351.6K | 0.06% | −102−6.2% | Reduced |
| Harbour Investments, Inc. | 1,541 | $352.1K | 0.02% | +284+22.6% | Added |
| Concentric Wealth Management, LLC | 1,545 | $353.0K | 0.12% | −25−1.6% | Reduced |
| Wela Strategies, Inc. | 1,547 | $353.4K | 0.21% | +31+2.0% | Added |
| Excalibur Management Corp | 1,549 | $353.9K | 0.18% | +10+0.6% | Added |
| Geller Advisors LLC | 1,551 | $354.3K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,551 | $354.3K | 0.00% | +13+0.8% | Added |
| Strategic Blueprint, LLC | 1,558 | $355.9K | 0.03% | +30+2.0% | Added |
| Moloney Securities Asset Management, LLC | 1,560 | $356.4K | 0.06% | +40+2.6% | Added |
| Quadrant Capital Group LLC | 1,572 | $359.1K | 0.04% | +191+13.8% | Added |
| Legacy Bridge, LLC | 1,576 | $360.1K | 0.26% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,578 | $360.5K | 0.12% | +1,578 | New |
| CX Institutional | 1,579 | $360.6K | 0.02% | −146−8.5% | Reduced |
| Stevens Capital Management LP | 1,580 | $361.0K | 0.10% | −516−24.6% | Reduced |
| Plimoth Trust Co LLC | 1,581 | $361.2K | 0.11% | −15−0.9% | Reduced |
| Rehmann Capital Advisory Group | 1,583 | $361.7K | 0.03% | +3+0.2% | Added |
| First National Bank Sioux Falls | 1,600 | $365.5K | 0.22% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 1,600 | $365.5K | 0.09% | 00.0% | Unchanged |
| Citizens Business Bank | 1,606 | $366.9K | 0.09% | −77−4.6% | Reduced |
| Haverford Trust Co | 1,606 | $366.9K | 0.00% | −315−16.4% | Reduced |
| Baldwin Investment Management, LLC | 1,615 | $369.0K | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,612 | $369.0K | 0.07% | +17+1.1% | Added |
| Jefferies Financial Group Inc. | 1,617 | $369.4K | 0.01% | −5,383−76.9% | Reduced |
| 180 Wealth Advisors, LLC | 1,619 | $369.9K | 0.08% | +1,619 | New |
| Koshinski Asset Management, Inc. | 1,626 | $371.5K | 0.04% | +85+5.5% | Added |
| Profund Advisors LLC | 1,632 | $372.8K | 0.02% | −48−2.9% | Reduced |
| Mayflower Financial Advisors, LLC | 1,636 | $373.8K | 0.06% | −28−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,525 | $374.0K | 0.01% | +30+2.0% | Added |
| Northern Financial Advisors Inc | 1,640 | $374.7K | 0.34% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,643 | $375.0K | 0.03% | −69−4.0% | Reduced |
| Empower Advisory Group, LLC | 1,648 | $376.5K | 0.00% | −24−1.4% | Reduced |
| Chilton Capital Management LLC | 1,650 | $377.0K | 0.02% | −100−5.7% | Reduced |
| Mill Capital Management, LLC | 1,666 | $380.6K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,683 | $384.5K | 0.02% | +150+9.8% | Added |
| Davidson Trust Co | 1,684 | $384.7K | 0.29% | +149+9.7% | Added |
| Beverly Hills Private Wealth, LLC | 1,690 | $386.1K | 0.11% | −1,716−50.4% | Reduced |
| Wealthcare Advisory Partners LLC | 1,691 | $386.3K | 0.02% | −106−5.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,696 | $387.5K | 0.19% | −314−15.6% | Reduced |
| Zacks Investment Management | 1,699 | $387.9K | 0.01% | +227+15.4% | Added |