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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 127 | $30.0K | 0.00% | −2−1.6% | Reduced |
| West Financial Advisors, LLC | 126 | $30.2K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 128 | $30.7K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 128 | $30.7K | 0.01% | +128 | New |
| DiNuzzo Private Wealth, Inc. | 128 | $30.7K | 0.00% | +128 | New |
| Aspire Private Capital, LLC | 129 | $30.9K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 130 | $31.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 130 | $31.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 133 | $31.9K | 0.00% | +2+1.5% | Added |
| Nemes Rush Group LLC | 140 | $33.5K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 140 | $34.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 147 | $35.2K | 0.02% | +106+258.5% | Added |
| Pittenger & Anderson Inc | 150 | $35.9K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 156 | $37.4K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 159 | $38.1K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 161 | $38.6K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 161 | $39.0K | 0.02% | −675−80.7% | Reduced |
| Plato Investment Management Ltd | 163 | $39.0K | 0.05% | +163 | New |
| Pacific Capital Wealth Advisors, Inc | 163 | $39.0K | 0.01% | +163 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 167 | $40.0K | 0.02% | −3−1.8% | Reduced |
| USA Financial Portformulas Corp | 173 | $41.4K | 0.01% | −3,701−95.5% | Reduced |
| New Millennium Group LLC | 175 | $41.9K | 0.04% | −25−12.5% | Reduced |
| EntryPoint Capital, LLC | 175 | $41.9K | 0.04% | +175 | New |
| Montag A & Associates Inc | 178 | $42.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 183 | $43.8K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 184 | $44.0K | 0.01% | +3+1.7% | Added |
| Rosenberg Matthew Hamilton | 188 | $45.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 190 | $45.5K | 0.04% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 195 | $46.7K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 195 | $46.7K | 0.02% | +195 | New |
| Salem Investment Counselors Inc | 195 | $46.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $47.9K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 202 | $48.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 207 | $48.7K | 0.02% | +1+0.5% | Added |
| Versant Capital Management, Inc | 204 | $48.9K | 0.01% | +2+1.0% | Added |
| Gradient Investments LLC | 205 | $49.1K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 209 | $50.1K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 212 | $50.8K | 0.01% | +83+64.3% | Added |
| Glassman Wealth Services | 214 | $51.3K | 0.01% | +13+6.5% | Added |
| Trust Co | 218 | $52.2K | 0.01% | −139−38.9% | Reduced |
| Orion Capital Management LLC | 228 | $54.6K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 234 | $56.1K | 0.03% | −55−19.0% | Reduced |
| American State Bank (Iowa) | 235 | $56.3K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 235 | $56.3K | 0.01% | +235 | New |
| RE Advisers Corp | 241 | $57.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 247 | $59.3K | 0.00% | +96+63.6% | Added |
| Investors Research Corp | 248 | $59.4K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 250 | $59.9K | 0.05% | +250 | New |
| Bell Investment Advisors, Inc | 254 | $60.9K | 0.01% | −3−1.2% | Reduced |
| Delta Asset Management LLC | 255 | $61.1K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 258 | $61.8K | 0.01% | −32−11.0% | Reduced |
| FinTrust Capital Advisors, LLC | 263 | $63.0K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 267 | $64.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 277 | $66.4K | 0.00% | +41+17.4% | Added |
| Park Place Capital Corp | 280 | $67.1K | 0.03% | −258−48.0% | Reduced |
| Independence Bank of Kentucky | 285 | $68.3K | 0.02% | −25−8.1% | Reduced |
| Atlas Capital Advisors LLC | 285 | $68.3K | 0.01% | −19−6.3% | Reduced |
| Planning Capital Management Corp | 287 | $68.8K | 0.05% | +287 | New |
| Ancora Advisors, LLC | 288 | $69.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 288 | $69.0K | 0.06% | 00.0% | Unchanged |
| Lee Financial Co | 316 | $75.7K | 0.01% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 320 | $76.7K | 0.06% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 329 | $78.9K | 0.01% | +119+56.7% | Added |
| Laurel Wealth Advisors LLC | 330 | $79.1K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 340 | $81.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 344 | $82.4K | 0.01% | +100+41.0% | Added |
| Core Wealth Advisors, Inc. | 350 | $83.8K | 0.03% | +350 | New |
| Rakuten Investment Management, Inc. | 351 | $84.4K | 0.00% | +351 | New |
| Piscataqua Savings Bank | 353 | $84.6K | 0.08% | −1,000−73.9% | Reduced |
| Silvant Capital Management LLC | 354 | $84.8K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 359 | $86.0K | 0.02% | −197−35.4% | Reduced |
| Armstrong Advisory Group, Inc | 366 | $87.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 371 | $88.9K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 380 | $91.0K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 381 | $91.3K | 0.02% | +381 | New |
| Mendota Financial Group, LLC | 390 | $93.4K | 0.07% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 391 | $93.7K | 0.02% | +391 | New |
| Ci Investments Inc. | 395 | $95.0K | 0.00% | −2,272−85.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 397 | $95.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 400 | $95.8K | 0.00% | −956−70.5% | Reduced |
| Alta Advisers Ltd | 400 | $95.8K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $95.8K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 400 | $95.8K | 0.09% | +400 | New |
| Toth Financial Advisory Corp | 409 | $98.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 411 | $98.5K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 411 | $98.5K | 0.00% | +1+0.2% | Added |
| United Community Bank | 411 | $98.5K | 0.04% | +5+1.2% | Added |
| Itau Unibanco Holding S.A. | 420 | $100.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 427 | $102.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 433 | $103.7K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 445 | $106.6K | 0.02% | −232−34.3% | Reduced |
| Silver Oak Securities, Inc | 495 | $118.7K | 0.02% | +374+309.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 498 | $119.3K | 0.01% | +498 | New |
| Compass Wealth Management LLC | 500 | $119.8K | 0.03% | −250−33.3% | Reduced |
| Bray Capital Advisors | 500 | $119.8K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 510 | $122.2K | 0.03% | +120+30.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 512 | $122.7K | 0.00% | −1,772−77.6% | Reduced |
| Glen Eagle Advisors, LLC | 525 | $125.8K | 0.03% | −45−7.9% | Reduced |
| Baldwin Brothers Inc | 535 | $128.2K | 0.01% | −119−18.2% | Reduced |
| ICA Group Wealth Management, LLC | 537 | $128.6K | 0.03% | +537 | New |