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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 556 | $133.2K | 0.01% | −66−10.6% | Reduced |
| Quent Capital, LLC | 576 | $138.1K | 0.02% | +128+28.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 580 | $139.0K | 0.04% | −20−3.3% | Reduced |
| Icon Wealth Advisors, LLC | 598 | $143.3K | 0.01% | +598 | New |
| Centaurus Financial, Inc. | 600 | $144.0K | 0.01% | +600 | New |
| JJJ Advisors Inc. | 605 | $144.9K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 610 | $146.8K | 0.00% | +50+8.9% | Added |
| Bartlett & Co. LLC | 610 | $147.0K | 0.00% | +50+8.9% | Added |
| Caldwell Sutter Capital, Inc. | 619 | $148.3K | 0.08% | −93−13.1% | Reduced |
| Jones Financial Companies LLLP | 633 | $151.7K | 0.00% | +224+54.8% | Added |
| Cape Investment Advisory, Inc. | 650 | $155.7K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 661 | $158.0K | 0.11% | +115+21.1% | Added |
| Union Savings Bank | 668 | $160.0K | 0.09% | +75+12.6% | Added |
| Capital Analysts, LLC | 671 | $161.0K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 675 | $161.7K | 0.04% | +95+16.4% | Added |
| Wall Street Access Asset Management, LLC | 700 | $167.7K | 0.08% | +700 | New |
| MCF Advisors LLC | 701 | $168.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 740 | $177.3K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 814 | $194.0K | 0.02% | +801+6,161.5% | Added |
| Evermay Wealth Management LLC | 814 | $195.0K | 0.04% | +2+0.2% | Added |
| Tennessee Valley Asset Management Partners | 814 | $195.1K | 0.05% | +814 | New |
| Harbor Investment Advisory, LLC | 817 | $195.7K | 0.02% | −60−6.8% | Reduced |
| Anchor Investment Management, LLC | 833 | $199.5K | 0.02% | +16+2.0% | Added |
| Commonwealth Financial Services, LLC | 835 | $200.1K | 0.05% | −71−7.8% | Reduced |
| Shelton Capital Management | 838 | $200.8K | 0.01% | −66−7.3% | Reduced |
| Congress Wealth Management LLC | 840 | $201.3K | 0.00% | +840 | New |
| Waddell & Associates, LLC | 842 | $201.7K | 0.03% | +842 | New |
| Neo Ivy Capital Management | 847 | $203.0K | 0.45% | +847 | New |
| Kanawha Capital Management LLC | 849 | $203.5K | 0.02% | +849 | New |
| Moneta Group Investment Advisors LLC | 853 | $204.4K | 0.00% | +853 | New |
| Adirondack Trust Co | 770 | $206.8K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Advisors | 864 | $207.0K | 0.02% | −109−11.2% | Reduced |
| Columbus Macro, LLC | 876 | $207.7K | 0.08% | +876 | New |
| Prio Wealth Limited Partnership | 869 | $208.2K | 0.01% | +869 | New |
| Marex Group plc | 873 | $209.1K | 0.01% | +873 | New |
| L.M. Kohn & Company | 873 | $209.2K | 0.07% | +873 | New |
| Platform Technology Partners | 815 | $209.4K | 0.08% | +815 | New |
| Manchester Capital Management LLC | 878 | $210.3K | 0.03% | −255−22.5% | Reduced |
| Washington Trust Bank | 880 | $210.8K | 0.02% | +880 | New |
| Intrua Financial, LLC | 881 | $211.0K | 0.03% | −143−14.0% | Reduced |
| Archford Capital Strategies, LLC | 881 | $211.0K | 0.04% | −491−35.8% | Reduced |
| Balboa Wealth Partners | 887 | $212.4K | 0.07% | +887 | New |
| RMB Capital Management, LLC | 887 | $212.5K | 0.01% | +887 | New |
| Choate Investment Advisors | 887 | $212.5K | 0.01% | +887 | New |
| De Burlo Group Inc | 933 | $213.2K | 0.04% | 00.0% | Unchanged |
| Skba Capital Management LLC | 890 | $213.2K | 0.04% | −560−38.6% | Reduced |
| Greenfield Savings Bank | 893 | $213.9K | 0.12% | −8−0.9% | Reduced |
| Zhang Financial LLC | 895 | $214.4K | 0.02% | −13−1.4% | Reduced |
| Fortune Financial Advisors, LLC | 897 | $214.8K | 0.15% | +2+0.2% | Added |
| Swisher Financial Concepts, Inc. | 921 | $215.0K | 0.21% | +921 | New |
| Pine Valley Investments Ltd Liability Co | 900 | $215.7K | 0.02% | −304−25.2% | Reduced |
| Oak Asset Management, LLC | 901 | $215.9K | 0.09% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 903 | $216.3K | 0.06% | −145−13.8% | Reduced |
| First Business Financial Services, Inc. | 904 | $216.6K | 0.03% | 00.0% | Unchanged |
| Cortland Associates Inc | 904 | $217.0K | 0.03% | +5+0.6% | Added |
| OneAscent Financial Services LLC | 907 | $217.0K | 0.03% | +907 | New |
| Mandatum Life Insurance Co Ltd | 908 | $217.5K | 0.08% | −143−13.6% | Reduced |
| Freestone Capital Holdings, LLC | 909 | $217.8K | 0.01% | +9+1.0% | Added |
| David Loasby | 919 | $218.9K | 0.02% | +10+1.1% | Added |
| Horrell Capital Management, Inc. | 916 | $219.0K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 918 | $219.9K | 0.04% | +3+0.3% | Added |
| Canandaigua National Bank & Trust Co | 920 | $220.4K | 0.03% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 920 | $220.4K | 0.02% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 923 | $221.1K | 0.14% | +923 | New |
| Howland Capital Management LLC | 932 | $223.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 975 | $223.5K | 0.01% | −195−16.7% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 938 | $224.7K | 0.89% | +938 | New |
| Koshinski Asset Management, Inc. | 938 | $224.8K | 0.03% | −688−42.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 940 | $225.2K | 0.03% | +940 | New |
| Optimum Investment Advisors | 950 | $227.6K | 0.11% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 954 | $228.6K | 0.10% | +954 | New |
| Marco Investment Management LLC | 955 | $228.8K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,002 | $230.0K | 0.00% | −523−34.3% | Reduced |
| Redwood Financial Network Corp | 976 | $233.8K | 0.23% | −151−13.4% | Reduced |
| Personal Cfo Solutions, LLC | 977 | $234.1K | 0.04% | +977 | New |
| Rogco, LP | 978 | $234.3K | 0.10% | +575+142.7% | Added |
| Covenant Partners, LLC | 980 | $234.8K | 0.07% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 981 | $235.0K | 0.03% | −296−23.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 985 | $236.0K | 0.04% | −3−0.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 985 | $236.0K | 0.11% | 00.0% | Unchanged |
| Colony Group, LLC | 986 | $236.0K | 0.00% | +986 | New |
| Sound View Wealth Advisors Group, LLC | 990 | $237.2K | 0.03% | +1+0.1% | Added |
| Wilkinson Global Asset Management LLC | 990 | $237.2K | 0.02% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1,000 | $239.6K | 0.13% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,000 | $239.6K | 0.19% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,000 | $239.6K | 0.04% | +40+4.2% | Added |
| Heartwood Wealth Advisors LLC | 1,001 | $239.8K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,002 | $240.0K | 0.06% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,005 | $240.8K | 0.03% | +1,005 | New |
| Wealth Effects LLC | 1,010 | $242.1K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,012 | $242.4K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,011 | $243.8K | 0.02% | +1,011 | New |
| Keebeck Alpha, LP | 1,018 | $243.9K | 0.19% | +1,018 | New |
| Allen Capital Group, LLC | 1,019 | $244.1K | 0.04% | +16+1.6% | Added |
| Colonial River Wealth Management, LLC | 1,020 | $244.4K | 0.15% | −38−3.6% | Reduced |
| FCG Investment Co | 1,021 | $244.6K | 0.24% | +1,021 | New |
| Beach Investment Counsel Inc | 1,026 | $246.0K | 0.03% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,040 | $249.2K | 0.12% | +1,040 | New |
| GAMMA Investing LLC | 1,044 | $249.8K | 0.07% | +1,044 | New |
| Waterfront Wealth Inc. | 1,044 | $250.1K | 0.07% | 00.0% | Unchanged |