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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 1,904 | $435.1K | 0.03% | +92+5.1% | Added |
| Shelton Wealth Management, LLC | 1,894 | $432.8K | 0.35% | +7+0.4% | Added |
| Troluce Capital Advisors LLC | 2,425 | $432.3K | 0.26% | +2,425 | New |
| Equitable Holdings, Inc. | 1,883 | $430.2K | 0.01% | +22+1.2% | Added |
| Essex Savings Bank | 1,880 | $429.5K | 0.14% | −41−2.1% | Reduced |
| Wealthspire Advisors, LLC | 1,879 | $429.3K | 0.01% | +1,879 | New |
| Confluence Wealth Services, Inc. | 1,873 | $427.9K | 0.08% | +15+0.8% | Added |
| Tiemann Investment Advisors, LLC | 1,852 | $423.1K | 0.23% | −75−3.9% | Reduced |
| GW Henssler & Associates Ltd | 1,840 | $420.4K | 0.03% | +609+49.5% | Added |
| CWA Asset Management Group, LLC | 1,839 | $420.1K | 0.03% | +217+13.4% | Added |
| Brevan Howard Capital Management LP | 1,834 | $419.0K | 0.12% | +1,834 | New |
| Windsor Group LTD | 1,825 | $417.0K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Group | 1,807 | $416.0K | 0.06% | −17−0.9% | Reduced |
| ELCO Management Co., LLC | 1,820 | $415.8K | 0.30% | −112−5.8% | Reduced |
| Paloma Partners Management Co | 1,816 | $414.9K | 0.09% | +1,816 | New |
| STAR Financial Bank | 1,815 | $414.7K | 0.43% | −94−4.9% | Reduced |
| Edgestream Partners, L.P. | 1,804 | $412.1K | 0.03% | −2,759−60.5% | Reduced |
| Dorchester Wealth Management Co | 1,800 | $411.2K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,788 | $408.4K | 0.02% | −99−5.2% | Reduced |
| Monetary Management Group Inc | 1,785 | $407.8K | 0.14% | −100−5.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,785 | $407.8K | 0.11% | −121−6.3% | Reduced |
| Global Retirement Partners, LLC | 1,781 | $405.5K | 0.02% | −30−1.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,770 | $404.4K | 0.27% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,768 | $403.9K | 0.18% | +916+107.5% | Added |
| Mutual Advisors, LLC | 1,760 | $402.1K | 0.02% | −64−3.5% | Reduced |
| Crumly & Associates Inc. | 1,755 | $400.9K | 0.16% | −25−1.4% | Reduced |
| First Commonwealth Financial Corp | 1,754 | $400.7K | 0.13% | −2−0.1% | Reduced |
| City State Bank | 1,753 | $400.0K | 0.22% | 00.0% | Unchanged |
| 1st Source Bank | 1,748 | $399.3K | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,747 | $399.0K | 0.04% | +1,747 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,740 | $397.6K | 0.02% | −43−2.4% | Reduced |
| Provident Investment Management, Inc. | 1,725 | $394.1K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,720 | $393.0K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,711 | $390.9K | 0.01% | −236−12.1% | Reduced |
| Summit Trail Advisors, LLC | 1,711 | $390.9K | 0.01% | −21−1.2% | Reduced |
| DFPG Investments, LLC | 1,809 | $389.7K | 0.04% | −155−7.9% | Reduced |
| Penserra Capital Management LLC | 1,710 | $388.0K | 0.01% | −331−16.2% | Reduced |
| Zacks Investment Management | 1,699 | $387.9K | 0.01% | +227+15.4% | Added |
| Deseret Mutual Benefit Administrators | 1,696 | $387.5K | 0.19% | −314−15.6% | Reduced |
| Wealthcare Advisory Partners LLC | 1,691 | $386.3K | 0.02% | −106−5.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,690 | $386.1K | 0.11% | −1,716−50.4% | Reduced |
| Davidson Trust Co | 1,684 | $384.7K | 0.29% | +149+9.7% | Added |
| Dynamic Advisor Solutions LLC | 1,683 | $384.5K | 0.02% | +150+9.8% | Added |
| Mill Capital Management, LLC | 1,666 | $380.6K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,650 | $377.0K | 0.02% | −100−5.7% | Reduced |
| Empower Advisory Group, LLC | 1,648 | $376.5K | 0.00% | −24−1.4% | Reduced |
| Asset Dedication, LLC | 1,643 | $375.0K | 0.03% | −69−4.0% | Reduced |
| Northern Financial Advisors Inc | 1,640 | $374.7K | 0.34% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,525 | $374.0K | 0.01% | +30+2.0% | Added |
| Mayflower Financial Advisors, LLC | 1,636 | $373.8K | 0.06% | −28−1.7% | Reduced |
| Profund Advisors LLC | 1,632 | $372.8K | 0.02% | −48−2.9% | Reduced |
| Koshinski Asset Management, Inc. | 1,626 | $371.5K | 0.04% | +85+5.5% | Added |
| 180 Wealth Advisors, LLC | 1,619 | $369.9K | 0.08% | +1,619 | New |
| Jefferies Financial Group Inc. | 1,617 | $369.4K | 0.01% | −5,383−76.9% | Reduced |
| Portside Wealth Group, LLC | 1,612 | $369.0K | 0.07% | +17+1.1% | Added |
| Baldwin Investment Management, LLC | 1,615 | $369.0K | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 1,606 | $366.9K | 0.00% | −315−16.4% | Reduced |
| Citizens Business Bank | 1,606 | $366.9K | 0.09% | −77−4.6% | Reduced |
| 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 |
| Rehmann Capital Advisory Group | 1,583 | $361.7K | 0.03% | +3+0.2% | Added |
| Plimoth Trust Co LLC | 1,581 | $361.2K | 0.11% | −15−0.9% | Reduced |
| Stevens Capital Management LP | 1,580 | $361.0K | 0.10% | −516−24.6% | Reduced |
| CX Institutional | 1,579 | $360.6K | 0.02% | −146−8.5% | Reduced |
| KPP Advisory Services LLC | 1,578 | $360.5K | 0.12% | +1,578 | New |
| Legacy Bridge, LLC | 1,576 | $360.1K | 0.26% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,572 | $359.1K | 0.04% | +191+13.8% | Added |
| Moloney Securities Asset Management, LLC | 1,560 | $356.4K | 0.06% | +40+2.6% | Added |
| Strategic Blueprint, LLC | 1,558 | $355.9K | 0.03% | +30+2.0% | 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 |
| Excalibur Management Corp | 1,549 | $353.9K | 0.18% | +10+0.6% | Added |
| Wela Strategies, Inc. | 1,547 | $353.4K | 0.21% | +31+2.0% | Added |
| Concentric Wealth Management, LLC | 1,545 | $353.0K | 0.12% | −25−1.6% | Reduced |
| Harbour Investments, Inc. | 1,541 | $352.1K | 0.02% | +284+22.6% | Added |
| Wealth Alliance | 1,539 | $351.6K | 0.06% | −102−6.2% | Reduced |
| Foundations Investment Advisors, LLC | 1,536 | $351.0K | 0.01% | +99+6.9% | Added |
| Clarius Group, LLC | 1,525 | $348.5K | 0.03% | −540−26.2% | Reduced |
| Dearborn Partners LLC | 1,524 | $348.2K | 0.01% | −612−28.7% | Reduced |
| Wendell David Associates Inc | 1,521 | $347.0K | 0.04% | −45−2.9% | Reduced |
| CAPROCK Group, Inc. | 1,515 | $346.3K | 0.03% | +29+2.0% | Added |
| Procyon Private Wealth Partners, LLC | 1,507 | $344.3K | 0.04% | −15−1.0% | Reduced |
| Parkside Financial Bank & Trust | 1,503 | $343.4K | 0.08% | +19+1.3% | Added |
| Avantax Planning Partners, Inc. | 1,502 | $343.1K | 0.01% | +21+1.4% | Added |
| Cigna Investments Inc | 1,498 | $343.0K | 0.08% | −204−12.0% | Reduced |
| 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 |
| NEOS Investment Management LLC | 1,493 | $341.1K | 0.04% | +1,493 | New |
| Financial Management Professionals, Inc. | 1,489 | $340.0K | 0.06% | +33+2.3% | Added |
| Burke & Herbert Bank & Trust Co | 1,484 | $339.0K | 0.27% | −649−30.4% | Reduced |
| Pinnacle Bancorp, Inc. | 1,479 | $337.9K | 0.12% | −5−0.3% | Reduced |
| Washington Trust Co | 1,470 | $335.8K | 0.01% | −335−18.6% | Reduced |
| Aptus Capital Advisors, LLC | 1,462 | $334.0K | 0.01% | +448+44.2% | Added |
| Sweet Financial Partners, LLC | 1,456 | $332.6K | 0.09% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,450 | $331.3K | 0.06% | −190−11.6% | Reduced |
| Stratos Wealth Partners, LTD. | 1,449 | $331.1K | 0.01% | +260+21.9% | Added |
| We Are One Seven, LLC | 1,447 | $330.6K | 0.03% | +118+8.9% | Added |
| Forum Financial Management, LP | 1,440 | $329.0K | 0.01% | +138+10.6% | Added |
| Lake Street Financial LLC | 1,409 | $325.9K | 0.06% | −87−5.8% | Reduced |
| RSM US Wealth Management LLC | 1,418 | $324.0K | 0.01% | −7−0.5% | Reduced |