Skip to main content

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.

Institutional holdersQ3 2023: 1,237 institutions
Q1 2021: 1,235 institutionsQ2 2021: 1,229 institutionsQ3 2021: 1,180 institutionsQ4 2021: 1,261 institutionsQ1 2022: 1,228 institutionsQ2 2022: 1,202 institutionsQ3 2022: 1,210 institutionsQ4 2022: 1,285 institutionsQ1 2023: 1,275 institutionsQ2 2023: 1,270 institutionsQ3 2023: 1,237 institutionsQ4 2023: 1,370 institutionsQ1 2024: 1,373 institutionsQ2 2024: 1,395 institutionsQ3 2024: 1,434 institutionsQ4 2024: 1,557 institutionsQ1 2025: 1,572 institutionsQ2 2025: 1,564 institutionsQ3 2025: 1,686 institutionsQ4 2025: 1,879 institutionsQ1 2026: 1,968 institutionsQ2 2026: 2,112 institutions
Value heldQ3 2023: $27.0B
Q1 2021: $30.9BQ2 2021: $28.6BQ3 2021: $26.1BQ4 2021: $24.7BQ1 2022: $23.5BQ2 2022: $22.2BQ3 2022: $23.6BQ4 2022: $28.6BQ1 2023: $28.2BQ2 2023: $28.8BQ3 2023: $27.0BQ4 2023: $28.4BQ1 2024: $34.7BQ2 2024: $32.2BQ3 2024: $37.5BQ4 2024: $40.6BQ1 2025: $36.6BQ2 2025: $38.3BQ3 2025: $49.0BQ4 2025: $60.4BQ1 2026: $62.7BQ2 2026: $83.8B
Institutions holding CMI and their total value by quarter
QuarterHoldersValue
Q2 20262,112$83.8B
Q1 20261,968$62.7B
Q4 20251,879$60.4B
Q3 20251,686$49.0B
Q2 20251,564$38.3B
Q1 20251,572$36.6B
Q4 20241,557$40.6B
Q3 20241,434$37.5B
Q2 20241,395$32.2B
Q1 20241,373$34.7B
Q4 20231,370$28.4B
Q3 20231,237$27.0B
Q2 20231,270$28.8B
Q1 20231,275$28.2B
Q4 20221,285$28.6B
Q3 20221,210$23.6B
Q2 20221,202$22.2B
Q1 20221,228$23.5B
Q4 20211,261$24.7B
Q3 20211,180$26.1B
Q2 20211,229$28.6B
Q1 20211,235$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
InstitutionSharesValue% of portfolioChange in sharesAction
Hartford Financial Management Inc.6,937$1.58M0.40%+114+1.7%Added
Greenleaf Trust6,893$1.57M0.02%+110+1.6%Added
BancorpSouth Bank6,867$1.57M0.14%−9−0.1%Reduced
Security National Bank of Sioux City Iowa6,862$1.57M1.22%−155−2.2%Reduced
SYSTM Wealth Solutions LLC6,808$1.56M0.24%+1,583+30.3%Added
Geneos Wealth Management Inc.6,795$1.55M0.08%−8,950−56.8%Reduced
Cornerstone Investment Partners, LLC6,753$1.54M0.10%−15−0.2%Reduced
Bond & Devick Financial Network, Inc.6,723$1.54M0.99%+19+0.3%Added
B. Metzler seel. Sohn & Co. AG6,716$1.53M0.02%+645+10.6%Added
Bank of Stockton6,988$1.52M0.57%+615+9.7%Added
Arrow Financial Corp6,638$1.52M0.18%+367+5.9%Added
Boston Private Wealth LLC6,611$1.51M0.03%−1,049−13.7%Reduced
Applied Capital LLC6,503$1.49M1.48%−23−0.4%Reduced
TCM Advisors, LLC–$1.48M1.33%––
Richard P Slaughter Associates Inc6,470$1.48M0.40%+193+3.1%Added
Sigma Planning Corp6,407$1.46M0.05%+314+5.2%Added
Delta Financial Advisors LLC6,364$1.45M0.66%+12+0.2%Added
Trust Co of Vermont6,242$1.43M0.10%−199−3.1%Reduced
STRS Ohio6,214$1.42M0.01%−1,198−16.2%Reduced
Clearstead Advisors, LLC6,192$1.41M0.09%00.0%Unchanged
Matrix Trust Co6,179$1.41M0.37%+75+1.2%Added
O'Brien Greene & Co. Inc6,086$1.39M0.51%00.0%Unchanged
Eagle Bluffs Wealth Management LLC6,076$1.39M1.07%−44−0.7%Reduced
Geneva Partners, LLC6,033$1.38M0.91%−1,441−19.3%Reduced
Raymond James Trust N.A.6,010$1.37M0.04%+48+0.8%Added
First Citizens Financial Corp5,990$1.37M0.96%00.0%Unchanged
Wesbanco Bank Inc5,959$1.36M0.06%−210−3.4%Reduced
Kendall Capital Management5,917$1.35M0.60%−35−0.6%Reduced
Metropolitan Life Insurance Co5,860$1.34M0.07%−309−5.0%Reduced
Panagora Asset Management Inc5,844$1.34M0.01%−517−8.1%Reduced
Fiduciary Group LLC5,835$1.33M0.17%−11−0.2%Reduced
Penobscot Investment Management Company, Inc.5,810$1.33M0.18%+4,400+312.1%Added
Pensionfund Sabic5,800$1.32M0.47%00.0%Unchanged
Lewis Capital Management, LLC5,740$1.31M2.04%00.0%Unchanged
Traynor Capital Management, Inc.5,713$1.31M0.17%+560+10.9%Added
IHT Wealth Management, LLC5,703$1.30M0.07%+623+12.3%Added
Ipswich Investment Management Co., Inc.5,675$1.30M0.35%+5,675New
Cannell Peter B & Co Inc5,574$1.27M0.04%00.0%Unchanged
Norinchukin Bank, The5,556$1.27M0.03%−6,770−54.9%Reduced
Edmp, Inc.5,514$1.26M1.29%+1,355+32.6%Added
Brown, Lisle/Cummings, Inc.5,410$1.24M0.56%+1,150+27.0%Added
Zurich Insurance Group Ltd5,400$1.23M0.01%00.0%Unchanged
Johnson Financial Group, Inc.5,398$1.23M0.09%−107−1.9%Reduced
Transamerica Financial Advisors, Inc.5,385$1.23M0.17%−265−4.7%Reduced
PFG Advisors5,343$1.22M0.11%+10+0.2%Added
D.B. Root & Company, LLC5,281$1.21M0.47%+71+1.4%Added
Bluefin Capital Management, LLC5,271$1.20M0.11%+5,271New
River Street Advisors LLC5,267$1.20M1.14%+110+2.1%Added
Patton Fund Management, Inc.5,216$1.19M0.32%+5,216New
Payden & Rygel5,200$1.19M0.09%00.0%Unchanged
Payden & Rygel Investment Group5,200$1.19M0.09%+5,200New
Mount Yale Investment Advisors, LLC5,184$1.18M0.13%+263+5.3%Added
Essex Financial Services, Inc.5,114$1.17M0.14%+6+0.1%Added
Savant Capital, LLC5,103$1.17M0.02%+755+17.4%Added
Kentucky Retirement Systems Insurance Trust Fund5,085$1.16M0.09%+3+0.1%Added
Steward Partners Investment Advisory, LLC5,081$1.16M0.02%+1,657+48.4%Added
Pacitti Group Inc.5,060$1.16M0.81%−152−2.9%Reduced
Coastal Investment Advisors, Inc.4,707$1.15M0.27%−80−1.7%Reduced
Sandy Spring Bank5,040$1.15M0.06%+109+2.2%Added
Mengis Capital Management, Inc.5,027$1.15M0.24%−112−2.2%Reduced
Certified Advisory Corp5,017$1.15M0.21%−293−5.5%Reduced
Botty Investors LLC5,000$1.14M0.44%00.0%Unchanged
Ieq Capital, LLC4,986$1.14M0.02%+187+3.9%Added
Empirical Finance, LLC4,954$1.13M0.08%+456+10.1%Added
First Hawaiian Bank4,935$1.13M0.04%−12−0.2%Reduced
HMS Capital Management, LLC4,912$1.12M0.74%−211−4.1%Reduced
Venturi Wealth Management, LLC4,901$1.12M0.09%−415−7.8%Reduced
Pinnacle Wealth Management Advisory Group, LLC4,889$1.12M0.14%−124−2.5%Reduced
Park Avenue Securities LLC4,882$1.11M0.02%+4,882New
TFG Advisers LLC4,863$1.11M0.52%−87−1.8%Reduced
Westover Capital Advisors, LLC4,850$1.11M0.40%−324−6.3%Reduced
Northern Oak Wealth Management Inc4,836$1.10M0.14%+629+15.0%Added
Envestnet Portfolio Solutions, Inc.4,745$1.08M0.01%+4,745New
Stock Yards Bank & Trust Co4,675$1.07M0.04%−89−1.9%Reduced
Avantax Advisory Services, Inc.4,675$1.07M0.01%+453+10.7%Added
Hohimer Wealth Management, LLC4,666$1.07M0.30%00.0%Unchanged
Resources Investment Advisors, LLC.4,645$1.06M0.02%−998−17.7%Reduced
Goelzer Investment Management, Inc.4,640$1.06M0.07%+129+2.9%Added
North Star Investment Management Corp.4,638$1.06M0.09%00.0%Unchanged
Proequities, Inc.4,634$1.06M0.08%+16+0.3%Added
Ritholtz Wealth Management4,613$1.05M0.05%−305−6.2%Reduced
Heritage Trust Co4,592$1.05M0.16%−24−0.5%Reduced
Bokf, NA4,849$1.05M0.02%+10.0%Added
Achmea Investment Management B.V.4,478$1.02M0.02%−231−4.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.4,476$1.02M0.01%+67+1.5%Added
TD Waterhouse Canada Inc.4,204$1.02M0.01%−248−5.6%Reduced
Northwestern Mutual Investment Management Company, LLC4,471$1.02M0.03%+5+0.1%Added
Benjamin Edwards Inc4,437$1.01M0.24%+705+18.9%Added
St. Johns Investment Management Company, LLC4,432$1.01M0.58%−277−5.9%Reduced
Whitener Capital Management, Inc.4,431$1.01M0.41%−50−1.1%Reduced
Cornerstone Wealth Management, LLC4,371$1.00M0.09%+33+0.8%Added
Western Wealth Management, LLC4,352$994.2K0.08%+187+4.5%Added
StoneX Group Inc.4,340$991.5K0.11%+724+20.0%Added
Massachusetts Wealth Management4,310$984.7K0.90%+190+4.6%Added
Schechter Investment Advisors, LLC4,298$981.9K0.10%+11+0.3%Added
Horizon Investments, LLC4,265$974.4K0.03%+28+0.7%Added
Veriti Management LLC4,261$973.4K0.11%−148−3.4%Reduced
Shay Capital LLC4,250$971.0K0.29%+4,250New
DB Fitzpatrick & Co, Inc4,247$970.3K1.04%−6−0.1%Reduced
FIL Ltd4,230$966.4K0.00%+393+10.2%Added