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.
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 | 2,112 | $83.8B |
| Q1 2026 | 1,968 | $62.7B |
| Q4 2025 | 1,879 | $60.4B |
| Q3 2025 | 1,686 | $49.0B |
| Q2 2025 | 1,564 | $38.3B |
| Q1 2025 | 1,572 | $36.6B |
| Q4 2024 | 1,557 | $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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 1,010 | $230.8K | 0.11% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,002 | $228.9K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,001 | $228.7K | 0.03% | −100−9.1% | Reduced |
| 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 |
| Waterfront Wealth Inc. | 1,044 | $226.6K | 0.07% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,003 | $226.2K | 0.04% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 990 | $226.2K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 989 | $226.0K | 0.03% | +3+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 988 | $225.7K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 987 | $225.5K | 0.02% | −1,227−55.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 985 | $225.0K | 0.12% | +2+0.2% | Added |
| Covenant Partners, LLC | 980 | $223.9K | 0.08% | −110−10.1% | Reduced |
| Sweeney & Michel, LLC | 1,029 | $223.8K | 0.12% | 00.0% | Unchanged |
| Colonial Trust Advisors | 973 | $222.3K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 960 | $219.3K | 0.04% | 00.0% | Unchanged |
| Marco Investment Management LLC | 955 | $218.2K | 0.03% | 00.0% | Unchanged |
| Colony Group LLC | 953 | $218.0K | 0.00% | −249−20.7% | Reduced |
| ISAM Funds (UK) Ltd | 953 | $217.7K | 0.14% | +953 | New |
| Optimum Investment Advisors | 950 | $217.0K | 0.11% | 00.0% | Unchanged |
| De Burlo Group Inc | 933 | $213.2K | 0.04% | 00.0% | Unchanged |
| Howland Capital Management LLC | 932 | $212.9K | 0.01% | −400−30.0% | Reduced |
| 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 |
| Aaron Wealth Advisors | 915 | $209.0K | 0.03% | +42+4.8% | Added |
| Horrell Capital Management, Inc. | 916 | $209.0K | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 908 | $207.4K | 0.02% | 00.0% | Unchanged |
| David Loasby | 909 | $206.9K | 0.02% | −59−6.1% | Reduced |
| Commonwealth Financial Services, LLC | 906 | $206.9K | 0.06% | +906 | New |
| Shelton Capital Management | 904 | $206.5K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 904 | $206.5K | 0.03% | 00.0% | Unchanged |
| Greenfield Savings Bank | 901 | $205.8K | 0.13% | −61−6.3% | Reduced |
| Oak Asset Management, LLC | 901 | $205.8K | 0.09% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 900 | $205.6K | 0.01% | −29−3.1% | Reduced |
| Cortland Associates Inc | 899 | $205.0K | 0.03% | +6+0.7% | Added |
| Fortune Financial Advisors, LLC | 895 | $204.4K | 0.16% | +2+0.2% | Added |
| Clearbridge Investments, LLC | 894 | $204.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 877 | $200.4K | 0.03% | −648−42.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 836 | $193.0K | 0.10% | −19−2.2% | Reduced |
| Sentry Investment Management LLC | 822 | $188.0K | 0.09% | −104−11.2% | Reduced |
| Anchor Investment Management, LLC | 817 | $186.7K | 0.02% | +77+10.4% | Added |
| Evermay Wealth Management LLC | 812 | $185.5K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 779 | $178.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 770 | $175.9K | 0.09% | −25−3.1% | Reduced |
| Column Capital Advisors, LLC | 753 | $172.0K | 0.03% | −109−12.6% | Reduced |
| Compass Wealth Management LLC | 750 | $171.3K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 740 | $169.1K | 0.04% | +740 | New |
| Caldwell Sutter Capital, Inc. | 712 | $162.7K | 0.09% | −126−15.0% | Reduced |
| MCF Advisors LLC | 701 | $160.2K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 677 | $154.7K | 0.03% | −254−27.3% | Reduced |
| Capital Analysts, LLC | 671 | $154.0K | 0.01% | +1+0.1% | Added |
| Baldwin Brothers Inc | 654 | $149.4K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 650 | $148.5K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 622 | $142.1K | 0.01% | −35−5.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 622 | $142.1K | 0.01% | −24−3.7% | Reduced |
| JJJ Advisors Inc. | 605 | $138.2K | 0.04% | +473+358.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 600 | $137.1K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 593 | $135.5K | 0.08% | +30+5.3% | Added |
| AXS Investments LLC | 580 | $132.5K | 0.03% | −20−3.3% | Reduced |
| Glen Eagle Advisors, LLC | 570 | $130.2K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 560 | $128.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 560 | $127.9K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 556 | $127.0K | 0.04% | +189+51.5% | Added |
| Covestor Ltd | 546 | $125.0K | 0.09% | +128+30.6% | Added |
| Park Place Capital Corp | 538 | $122.9K | 0.04% | −2−0.4% | Reduced |
| VisionPoint Advisory Group, LLC | 512 | $117.0K | 0.05% | +118+29.9% | Added |
| Bray Capital Advisors | 500 | $114.2K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 498 | $114.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 448 | $102.3K | 0.02% | +1+0.2% | Added |
| Johnson Midwest Financial, LLC | 444 | $101.4K | 0.23% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 438 | $100.1K | 0.02% | +43+10.9% | Added |
| Wolff Wiese Magana LLC | 435 | $99.4K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 433 | $98.9K | 0.01% | −2−0.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 427 | $98.0K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 420 | $96.0K | 0.00% | +159+60.9% | Added |
| CoreFirst Bank & Trust | 411 | $93.9K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 410 | $93.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 409 | $93.4K | 0.01% | −80−16.4% | Reduced |
| Jones Financial Companies LLLP | 409 | $93.4K | 0.00% | +33+8.8% | Added |
| United Community Bank | 406 | $92.8K | 0.05% | +30+8.0% | Added |
| Rogco, LP | 403 | $92.1K | 0.05% | +403 | New |
| Avalon Trust Co | 400 | $91.4K | 0.01% | −200−33.3% | Reduced |
| Alta Advisers Ltd | 400 | $91.4K | 0.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 397 | $90.7K | 0.04% | −3−0.8% | Reduced |
| Mendota Financial Group, LLC | 390 | $89.1K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 390 | $89.1K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 380 | $86.8K | 0.08% | 00.0% | Unchanged |
| Webster Bank, N. A. | 371 | $84.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 366 | $83.5K | 0.01% | +1+0.3% | Added |
| Trust Co | 357 | $81.6K | 0.01% | −1,185−76.8% | Reduced |
| Silvant Capital Management LLC | 354 | $80.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 340 | $78.0K | 0.00% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 320 | $76.7K | 0.06% | +120+60.0% | Added |
| Laurel Wealth Advisors LLC | 330 | $75.4K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 316 | $72.2K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 310 | $70.8K | 0.03% | −25−7.5% | Reduced |
| Atlas Capital Advisors LLC | 304 | $69.5K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 290 | $66.3K | 0.01% | +40+16.0% | Added |
| Truvestments Capital LLC | 289 | $66.1K | 0.03% | −10−3.3% | Reduced |