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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 26,772 | $6.41M | 1.47% | −544−2.0% | Reduced |
| SFE Investment Counsel | 26,782 | $6.42M | 1.67% | −470−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,021 | $6.47M | 0.09% | +45+0.2% | Added |
| Walleye Capital LLC | 27,121 | $6.50M | 0.09% | −34,982−56.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 27,896 | $6.68M | 0.04% | +632+2.3% | Added |
| Jefferies Financial Group Inc. | 28,410 | $6.81M | 0.11% | +26,793+1,657.0% | Added |
| IFM Investors Pty Ltd | 28,428 | $6.81M | 0.08% | −632−2.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28,544 | $6.84M | 0.14% | +2,605+10.0% | Added |
| Caisse de Depot Et Placement du Quebec | 28,800 | $6.90M | 0.02% | +28,800 | New |
| Foster & Motley Inc | 28,878 | $6.92M | 0.51% | +656+2.3% | Added |
| Forsta Ap-Fonden | 28,900 | $6.92M | 0.07% | −3,600−11.1% | Reduced |
| Texas Permanent School Fund | 29,273 | $7.01M | 0.06% | −20.0% | Reduced |
| Eldred Rock Partners, LLC | 30,032 | $7.19M | 4.58% | +30,032 | New |
| Sheaff Brock Investment Advisors, LLC | 30,175 | $7.23M | 0.65% | +236+0.8% | Added |
| Erste Asset Management GmbH | 30,210 | $7.27M | 0.11% | −43,037−58.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,559 | $7.32M | 0.01% | −422−1.4% | Reduced |
| Tudor Investment Corp Et Al | 30,685 | $7.35M | 0.10% | +30,685 | New |
| Citizens Financial Group Inc | 30,730 | $7.36M | 0.25% | −435−1.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 30,940 | $7.41M | 0.71% | +106+0.3% | Added |
| Olstein Capital Management, L.P. | 31,000 | $7.43M | 1.25% | −1,000−3.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,040 | $7.44M | 0.05% | +2,559+9.0% | Added |
| Cullinan Associates Inc | 31,160 | $7.47M | 0.42% | −2,543−7.5% | Reduced |
| Retirement Systems of Alabama | 31,239 | $7.48M | 0.03% | −790−2.5% | Reduced |
| Teacher Retirement System of Texas | 31,327 | $7.50M | 0.05% | −15,797−33.5% | Reduced |
| NewSquare Capital LLC | 31,975 | $7.59M | 0.73% | +1,109+3.6% | Added |
| Two Point Capital Management, Inc. | 32,094 | $7.69M | 3.51% | +32,094 | New |
| Mackenzie Financial Corp | 32,557 | $7.80M | 0.01% | −248−0.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 32,666 | $7.83M | 0.02% | −68,200−67.6% | Reduced |
| Comerica Bank | 32,892 | $7.88M | 0.04% | −397−1.2% | Reduced |
| Wolverine Trading, LLC | 33,317 | $7.98M | 0.06% | +4,597+16.0% | Added |
| Morgan Dempsey Capital Management LLC | 33,688 | $8.07M | 2.47% | +33,688 | New |
| Transform Wealth, LLC | 33,780 | $8.09M | 0.79% | −115−0.3% | Reduced |
| MetLife Investment Management | 34,410 | $8.24M | 0.06% | −628−1.8% | Reduced |
| Bridgewater Associates, LP | 34,629 | $8.30M | 0.05% | +5,953+20.8% | Added |
| Summit Financial Wealth Advisors, LLC | 34,875 | $8.35M | 1.90% | −115−0.3% | Reduced |
| Amalgamated Bank | 34,893 | $8.36M | 0.07% | −2,551−6.8% | Reduced |
| Adams Asset Advisors, LLC | 35,231 | $8.44M | 1.14% | −802−2.2% | Reduced |
| Atwater Malick LLC | 35,714 | $8.56M | 3.35% | +689+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,855 | $8.59M | 0.04% | +2,651+8.0% | Added |
| Culbertson A N & Co Inc | 36,161 | $8.66M | 1.61% | −80−0.2% | Reduced |
| Verity & Verity, LLC | 36,266 | $8.69M | 1.00% | +143+0.4% | Added |
| Richard C. Young & CO., LTD. | 36,365 | $8.71M | 1.17% | +1,979+5.8% | Added |
| Pinnacle Associates Ltd | 36,524 | $8.75M | 0.15% | −911−2.4% | Reduced |
| Davenport & Co LLC | 36,640 | $8.78M | 0.06% | +446+1.2% | Added |
| Franklin Street Advisors Inc | 37,024 | $8.87M | 0.73% | −1,991−5.1% | Reduced |
| American International Group, Inc. | 37,169 | $8.90M | 0.04% | −833−2.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 37,226 | $8.92M | 0.15% | −1,187−3.1% | Reduced |
| Truist Financial Corp | 37,271 | $8.93M | 0.01% | −1,007−2.6% | Reduced |
| Nomura Asset Management Co Ltd | 37,770 | $9.05M | 0.04% | +235+0.6% | Added |
| Noesis Capital Mangement Corp | 38,023 | $9.11M | 2.15% | −482−1.3% | Reduced |
| Jacobs & Co | 38,242 | $9.16M | 1.04% | +1,289+3.5% | Added |
| Alaska Permanent Fund Corp | 38,691 | $9.27M | 0.15% | −18,790−32.7% | Reduced |
| Novare Capital Management LLC | 39,125 | $9.37M | 0.95% | −84−0.2% | Reduced |
| Linscomb & Williams, Inc. | 39,415 | $9.44M | 0.52% | −1,159−2.9% | Reduced |
| Arizona State Retirement System | 39,851 | $9.55M | 0.07% | −218−0.5% | Reduced |
| LMCG Investments, LLC | 39,932 | $9.57M | 0.59% | −10.0% | Reduced |
| CIBC Private Wealth Group, LLC | 39,973 | $9.58M | 0.02% | +1,169+3.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 40,066 | $9.60M | 1.83% | +462+1.2% | Added |
| S&T Bank | 40,727 | $9.76M | 1.80% | −1,684−4.0% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 40,749 | $9.76M | 2.04% | −139−0.3% | Reduced |
| Mercer Global Advisors Inc | 41,032 | $9.83M | 0.03% | −448−1.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 41,188 | $9.87M | 1.02% | +478+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,528 | $9.95M | 0.02% | +1,829+4.6% | Added |
| Rockefeller Capital Management L.P. | 41,762 | $10.0M | 0.03% | +4,540+12.2% | Added |
| Janney Montgomery Scott LLC | 42,061 | $10.1M | 0.03% | −11,185−21.0% | Reduced |
| State of Michigan Retirement System | 42,537 | $10.2M | 0.06% | +400+0.9% | Added |
| QRG Capital Management, Inc. | 43,868 | $10.5M | 0.16% | +734+1.7% | Added |
| Los Angeles Capital Management LLC | 44,262 | $10.6M | 0.04% | −15,244−25.6% | Reduced |
| Weybosset Research & Management LLC | 44,460 | $10.7M | 3.77% | +343+0.8% | Added |
| Schroder Investment Management Group | 45,352 | $10.9M | 0.01% | −29,889−39.7% | Reduced |
| Ensign Peak Advisors, Inc | 45,444 | $10.9M | 0.02% | −509−1.1% | Reduced |
| M&T Bank Corp | 45,933 | $11.0M | 0.04% | −4,278−8.5% | Reduced |
| Cincinnati Casualty Co | 46,000 | $11.0M | 6.46% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 46,431 | $11.1M | 0.25% | −1,944−4.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,535 | $11.4M | 0.14% | −2,900−5.7% | Reduced |
| Engineers Gate Manager LP | 47,965 | $11.5M | 0.33% | +46,055+2,411.3% | Added |
| Welch & Forbes LLC | 48,554 | $11.6M | 0.18% | −369−0.8% | Reduced |
| Kestra Advisory Services, LLC | 48,667 | $11.7M | 0.10% | +2,999+6.6% | Added |
| United Bank | 49,619 | $11.9M | 1.49% | +138+0.3% | Added |
| Boston Trust Walden Corp | 49,642 | $11.9M | 0.09% | −86,053−63.4% | Reduced |
| Neuberger Berman Group LLC | 50,149 | $12.0M | 0.01% | −131−0.3% | Reduced |
| AMF Pensionsforsakring AB | 50,482 | $12.1M | 0.10% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 50,593 | $12.1M | 0.22% | −3,465−6.4% | Reduced |
| Associated Banc-Corp | 51,136 | $12.3M | 0.43% | −452−0.9% | Reduced |
| Twin Tree Management, LP | 52,064 | $12.5M | 0.23% | +37,919+268.1% | Added |
| Bailard, Inc. | 54,489 | $13.1M | 0.39% | +1,137+2.1% | Added |
| Cullen/Frost Bankers, Inc. | 54,905 | $13.2M | 0.21% | +2,127+4.0% | Added |
| Royal London Asset Management Ltd | 56,008 | $13.4M | 0.04% | +1,959+3.6% | Added |
| Swiss Life Asset Management Ltd | 55,993 | $13.4M | 0.16% | +18,592+49.7% | Added |
| Windward Capital Management Co | 56,742 | $13.6M | 1.18% | −105−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 56,897 | $13.6M | 0.23% | −3,622−6.0% | Reduced |
| Renaissance Technologies LLC | 57,600 | $13.8M | 0.02% | +57,600 | New |
| Glenmede Trust Co NA | 58,478 | $14.0M | 0.07% | −724−1.2% | Reduced |
| Asset Management One Co.,Ltd. | 58,697 | $14.1M | 0.06% | −3,906−6.2% | Reduced |
| Captrust Financial Advisors | 59,064 | $14.1M | 0.05% | −12,302−17.2% | Reduced |
| Manning & Napier Group, LLC | 59,227 | $14.2M | 0.17% | −9,094−13.3% | Reduced |
| Townsend & Associates, Inc | 60,301 | $14.2M | 1.78% | +25,326+72.4% | Added |
| Wharton Business Group, LLC | 59,603 | $14.3M | 0.72% | +1,934+3.4% | Added |
| Busey Wealth Management | 60,034 | $14.4M | 0.55% | −1,014−1.7% | Reduced |
| Creative Planning | 60,920 | $14.6M | 0.03% | +1,409+2.4% | Added |