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Livermore
ZHEN

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, Q4 2023

Institutional positions in Cummins Inc as of Dec 31, 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
1,370
+160 vs. Q3 2023
Shares held
118.4M
+772.7K (+0.7%) vs. Q3 2023
Total value
$28.4B
+$1.44B (+5.4%) vs. Q3 2023
New holders
214
444 more added
Sold out
54
493 more reduced

27 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,370 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: 1,558 institutionsQ1 2025: 1,572 institutionsQ2 2025: 1,565 institutionsQ3 2025: 1,687 institutionsQ4 2025: 1,880 institutionsQ1 2026: 1,969 institutionsQ2 2026: 2,113 institutions
Value heldQ4 2023: $28.4B
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 20262,113$83.8B
Q1 20261,969$62.7B
Q4 20251,880$60.4B
Q3 20251,687$49.0B
Q2 20251,565$38.3B
Q1 20251,572$36.6B
Q4 20241,558$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, Q4 2023

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q3 2023.

Institutions holding CMI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TSFG, LLC2$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$60.00%0New
Sofos Investments, Inc.0$1950.00%0Unchanged
Rakuten Securities, Inc.1$2400.00%+1New
Semmax Financial Advisors Inc.1$2590.00%00.0%Unchanged
Global Financial Private Client, LLC3$7190.00%−18−85.7%Reduced
TFC Financial Management3$7190.00%+3New
Beaird Harris Wealth Management, LLC3$7190.00%+3New
Frazier Financial Advisors, LLC3$7190.00%+3New
Valued Wealth Advisors LLC4$9140.00%+4New
Ables, Iannone, Moore & Associates, Inc.4$9580.00%+4New
Salomon & Ludwin, LLC6$1.37K0.00%00.0%Unchanged
Tfo-TDC, LLC6$1.44K0.00%−102−94.4%Reduced
Northwest Capital Management Inc7$1.68K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$1.92K0.00%00.0%Unchanged
Avion Wealth10$2.00K0.00%−112−91.8%Reduced
JNBA Financial Advisors9$2.16K0.00%−50−84.7%Reduced
Trifecta Capital Advisors, LLC9$2.16K0.00%00.0%Unchanged
ClariVest Asset Management LLC9$2.16K0.00%−49,390−100.0%Reduced
Livelsberger Financial Advisory9$2.19K0.00%+9New
Dunhill Financial, LLC10$2.38K0.00%+10New
West Tower Group, LLC11$2.63K0.01%+11New
Hollencrest Capital Management12$2.88K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC13$3.11K0.00%+13New
Birchbrook, Inc.14$3.35K0.00%+14New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC15$3.59K0.00%00.0%Unchanged
Gold Investment Management Ltd.15$3.59K0.00%+15New
SRS Capital Advisors, Inc.17$4.07K0.00%−5−22.7%Reduced
Jackson, Grant Investment Advisers, Inc.17$4.07K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$4.07K0.00%−4−19.0%Reduced
Atwood & Palmer Inc18$4.31K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC18$4.31K0.00%00.0%Unchanged
Founders Capital Management19$4.55K0.00%00.0%Unchanged
Stone House Investment Management, LLC20$4.86K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.21$5.00K0.00%+21New
ORG Partners LLC21$5.03K0.00%+19+950.0%Added
Kayne Anderson Rudnick Investment Management LLC25$6.00K0.00%+17+212.5%Added
Grove Bank & Trust26$6.23K0.00%00.0%Unchanged
Tucker Asset Management LLC27$6.50K0.00%−27−50.0%Reduced
Raleigh Capital Management Inc.28$6.78K0.00%+9+47.4%Added
Your Advocates Ltd., LLP30$7.19K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC30$7.19K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC30$7.19K0.00%00.0%Unchanged
Key Financial Inc32$7.67K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC34$8.08K0.01%+1+3.0%Added
Morton Brown Family Wealth, LLC34$8.20K0.00%+34New
Raffa Wealth Management, LLC36$8.63K0.00%00.0%Unchanged
Barrett & Company, Inc.37$8.77K0.00%00.0%Unchanged
Private Ocean, LLC37$8.86K0.00%00.0%Unchanged
Transcendent Capital Group LLC38$9.10K0.01%+38New
Financial Avengers, Inc.39$9.41K0.01%00.0%Unchanged
M&R Capital Management Inc41$9.75K0.00%+18+78.3%Added
Centerpoint Advisors, LLC40$10.0K0.00%−13−24.5%Reduced
Pacifica Partners Inc.44$10.1K0.00%00.0%Unchanged
Estabrook Capital Management43$10.3K0.00%00.0%Unchanged
Greenwood Gearhart Inc43$10.3K0.00%+43New
PSI Advisors, LLC45$10.6K0.00%+1+2.3%Added
MeadowBrook Investment Advisors LLC45$10.8K0.01%+45New
Turtle Creek Wealth Advisors, LLC45$10.8K0.00%+45New
GW&K Investment Management, LLC46$11.0K0.00%−5−9.8%Reduced
Householder Group Estate & Retirement Specialist, LLC50$11.0K0.00%+20+66.7%Added
Wetzel Investment Advisors, Inc.48$11.0K0.01%+48New
Global Trust Asset Management, LLC47$11.3K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.47$11.3K0.01%00.0%Unchanged
Operose Advisors LLC49$11.7K0.00%00.0%Unchanged
Cornerstone Planning Group LLC50$12.0K0.00%−6−10.7%Reduced
Duncker Streett & Co Inc50$12.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.50$12.0K0.01%00.0%Unchanged
Game Plan Financial Advisors, LLC50$12.0K0.01%+50New
Core Alternative Capital50$12.1K0.00%−111−68.9%Reduced
Distillate Capital Partners LLC52$12.5K2.71%00.0%Unchanged
Hobbs Group Advisors, LLC53$12.7K0.01%+53New
Sittner & Nelson, LLC56$13.4K0.01%00.0%Unchanged
Addison Advisors LLC58$13.9K0.01%00.0%Unchanged
Smartleaf Asset Management LLC58$14.0K0.00%+58New
McIlrath & Eck, LLC63$15.1K0.00%+1+1.6%Added
Oakmont Corp65$15.6K0.00%−66−50.4%Reduced
Tidemark, LLC67$16.2K0.01%+67New
West Paces Advisors Inc.68$16.3K0.00%00.0%Unchanged
Abound Wealth Management70$16.9K0.01%+54+337.5%Added
Sachetta, LLC71$17.0K0.01%+71New
Cetera Trust Company, N.A76$18.2K0.01%+76New
Sound Income Strategies, LLC79$19.0K0.00%+15+23.4%Added
Winch Advisory Services, LLC80$19.1K0.01%+1+1.3%Added
Gould Capital, LLC84$20.1K0.01%+7+9.1%Added
JFS Wealth Advisors, LLC85$20.4K0.00%+10+13.3%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA90$21.6K0.01%+90New
Scarborough Advisors, LLC93$22.3K0.00%+93New
Fortitude Family Office, LLC96$23.0K0.02%+96New
Clear Street Markets LLC98$23.0K0.01%+98New
GPS Wealth Strategies Group, LLC100$24.0K0.00%−55−35.5%Reduced
Plante Moran Financial Advisors, LLC100$24.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.101$24.3K0.01%00.0%Unchanged
Bangor Savings Bank102$24.4K0.00%00.0%Unchanged
First United Bank Trust103$24.7K0.01%+103New
Wolff Wiese Magana LLC105$25.2K0.02%−330−75.9%Reduced
Ofi Invest Asset Management116$25.2K0.00%00.0%Unchanged
Private Wealth Management Group, LLC108$25.9K0.01%+108New
Carolinas Wealth Consulting LLC109$26.1K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC115$27.6K0.00%00.0%Unchanged