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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 1,383 | $331.3K | 0.10% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,384 | $331.6K | 0.05% | −25−1.8% | Reduced |
| Valley National Advisers Inc | 1,386 | $332.0K | 0.05% | +11+0.8% | Added |
| Quadrant Capital Group LLC | 1,386 | $332.0K | 0.03% | −186−11.8% | Reduced |
| Evercore Wealth Management, LLC | 1,398 | $334.9K | 0.01% | +20+1.5% | Added |
| Weiss Asset Management LP | 1,398 | $334.9K | 0.02% | +1,398 | New |
| Mirador Capital Partners LP | 1,398 | $334.9K | 0.07% | +1,398 | New |
| Wallington Asset Management, LLC | 1,400 | $335.0K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,403 | $336.1K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,407 | $337.2K | 0.07% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,410 | $337.8K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,415 | $338.9K | 0.01% | +1,415 | New |
| Smith, Salley & Associates | 1,415 | $339.0K | 0.02% | +1,415 | New |
| Belpointe Asset Management LLC | 1,416 | $339.3K | 0.03% | +234+19.8% | Added |
| Norwood Financial Corp | 1,430 | $342.6K | 0.52% | +125+9.6% | Added |
| Concentric Wealth Management, LLC | 1,430 | $342.6K | 0.10% | −115−7.4% | Reduced |
| NorthRock Partners, LLC | 1,438 | $344.5K | 0.01% | +1,438 | New |
| StrategIQ Financial Group, LLC | 1,443 | $345.8K | 0.04% | +130+9.9% | Added |
| Sweet Financial Partners, LLC | 1,456 | $348.8K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 1,459 | $349.6K | 0.01% | +47+3.3% | Added |
| Putnam Investments LLC | 1,464 | $350.7K | 0.00% | −13,047−89.9% | Reduced |
| Plimoth Trust Co LLC | 1,466 | $351.2K | 0.10% | −115−7.3% | Reduced |
| Penserra Capital Management LLC | 1,480 | $352.0K | 0.01% | −230−13.5% | Reduced |
| Washington Trust Co | 1,470 | $352.2K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,484 | $355.5K | 0.26% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,485 | $355.8K | 0.03% | −22−1.5% | Reduced |
| Sky Investment Group LLC | 1,493 | $357.7K | 0.08% | −420−22.0% | Reduced |
| Summit Trail Advisors, LLC | 1,494 | $358.0K | 0.01% | −217−12.7% | Reduced |
| Cigna Investments Inc | 1,498 | $359.0K | 0.07% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,499 | $359.1K | 0.17% | −50−3.2% | Reduced |
| SkyOak Wealth, LLC | 1,500 | $359.4K | 0.09% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 1,500 | $359.4K | 2.70% | +1,500 | New |
| Knollwood Investment Advisory, LLC | 1,500 | $359.4K | 0.07% | +1,500 | New |
| Wendell David Associates Inc | 1,501 | $360.0K | 0.04% | −20−1.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,504 | $360.3K | 0.12% | +25+1.7% | Added |
| Mayflower Financial Advisors, LLC | 1,505 | $360.6K | 0.05% | −131−8.0% | Reduced |
| Citizens Business Bank | 1,505 | $360.6K | 0.08% | −101−6.3% | Reduced |
| Paloma Partners Management Co | 1,508 | $361.3K | 0.06% | −308−17.0% | Reduced |
| Provident Investment Management, Inc. | 1,510 | $361.8K | 0.03% | −215−12.5% | Reduced |
| First Commonwealth Financial Corp | 1,517 | $363.4K | 0.11% | −237−13.5% | Reduced |
| CAPROCK Group, Inc. | 1,518 | $363.7K | 0.02% | +3+0.2% | Added |
| Quantbot Technologies LP | 1,522 | $364.6K | 0.02% | +535+54.2% | Added |
| Dearborn Partners LLC | 1,524 | $365.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,532 | $367.1K | 0.02% | −9−0.6% | Reduced |
| Baldwin Investment Management, LLC | 1,540 | $368.9K | 0.06% | −75−4.6% | Reduced |
| Stevens Capital Management LP | 1,542 | $369.0K | 0.09% | −38−2.4% | Reduced |
| Wealth Alliance | 1,547 | $370.6K | 0.05% | +8+0.5% | Added |
| Geller Advisors LLC | 1,551 | $371.6K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,557 | $373.0K | 0.00% | +6+0.4% | Added |
| KPP Advisory Services LLC | 1,558 | $373.3K | 0.33% | −20−1.3% | Reduced |
| Cutler Investment Counsel LLC | 1,558 | $373.3K | 0.05% | +1,558 | New |
| Modera Wealth Management, LLC | 1,562 | $374.2K | 0.01% | −149−8.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,564 | $375.0K | 0.25% | +560+55.8% | Added |
| ELCO Management Co., LLC | 1,570 | $376.1K | 0.25% | −250−13.7% | Reduced |
| Rehmann Capital Advisory Group | 1,574 | $377.2K | 0.03% | −9−0.6% | Reduced |
| Legacy Bridge, LLC | 1,576 | $377.6K | 0.24% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,598 | $382.8K | 0.15% | +1,598 | New |
| First National Bank Sioux Falls | 1,600 | $383.3K | 0.20% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 1,600 | $383.3K | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,606 | $384.8K | 0.02% | −85−5.0% | Reduced |
| Camelot Portfolios, LLC | 1,608 | $385.3K | 0.23% | +1,608 | New |
| Fifth Third Wealth Advisors LLC | 1,610 | $385.7K | 0.13% | −492−23.4% | Reduced |
| Wela Strategies, Inc. | 1,622 | $388.6K | 0.21% | +75+4.8% | Added |
| Financial Management Professionals, Inc. | 1,626 | $390.0K | 0.06% | +137+9.2% | Added |
| Northern Financial Advisors Inc | 1,640 | $392.9K | 0.33% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,643 | $394.0K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,645 | $394.1K | 0.22% | +1,645 | New |
| Parkside Financial Bank & Trust | 1,648 | $394.8K | 0.07% | +145+9.6% | Added |
| Dynamic Advisor Solutions LLC | 1,662 | $395.8K | 0.01% | −21−1.2% | Reduced |
| Farther Finance Advisors, LLC | 1,653 | $396.0K | 0.03% | +1,215+277.4% | Added |
| Empower Advisory Group, LLC | 1,659 | $397.4K | 0.00% | +11+0.7% | Added |
| Davidson Trust Co | 1,666 | $399.1K | 0.26% | −18−1.1% | Reduced |
| Mill Capital Management, LLC | 1,666 | $399.1K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,669 | $400.0K | 0.01% | −728−30.4% | Reduced |
| Brookstone Capital Management | 1,674 | $401.0K | 0.01% | +221+15.2% | Added |
| Everett Harris & Co | 1,675 | $401.3K | 0.01% | −1,075−39.1% | Reduced |
| Chilton Capital Management LLC | 1,688 | $404.4K | 0.02% | +38+2.3% | Added |
| Sonora Investment Management Group, LLC | 1,689 | $404.6K | 0.03% | −229−11.9% | Reduced |
| Stratos Wealth Partners, LTD. | 1,692 | $405.5K | 0.01% | +243+16.8% | Added |
| Beverly Hills Private Wealth, LLC | 1,694 | $405.9K | 0.11% | +4+0.2% | Added |
| Versor Investments LP | 1,700 | $407.3K | 0.08% | +1,700 | New |
| Alera Investment Advisors, LLC | 1,701 | $407.5K | 0.05% | +1,701 | New |
| DFPG Investments, LLC | 1,715 | $407.6K | 0.03% | −94−5.2% | Reduced |
| CX Institutional | 1,715 | $410.9K | 0.02% | +136+8.6% | Added |
| Thompson Siegel & Walmsley LLC | 1,720 | $412.0K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,726 | $413.0K | 0.03% | −21−1.2% | Reduced |
| Boothbay Fund Management, LLC | 1,727 | $413.7K | 0.02% | +1,727 | New |
| Ameritas Investment Partners, Inc. | 1,729 | $414.1K | 0.02% | −59−3.3% | Reduced |
| Whalen Wealth Management Inc. | 1,738 | $416.4K | 0.38% | +1,738 | New |
| STAR Financial Bank | 1,746 | $418.3K | 0.38% | −69−3.8% | Reduced |
| 1st Source Bank | 1,748 | $418.8K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,741 | $420.0K | 0.08% | +122+7.5% | Added |
| Foundations Investment Advisors, LLC | 1,731 | $420.5K | 0.01% | +195+12.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,762 | $422.0K | 0.01% | +22+1.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,770 | $424.0K | 0.25% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,779 | $426.2K | 0.06% | −1,749−49.6% | Reduced |
| Monetary Management Group Inc | 1,785 | $427.6K | 0.13% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,793 | $429.6K | 0.11% | +8+0.4% | Added |
| Dorchester Wealth Management Co | 1,800 | $431.2K | 0.08% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,800 | $431.2K | 0.89% | +1,800 | New |