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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 1,818 | $435.4K | 0.01% | +1,818 | New |
| Whittier Trust Co of Nevada Inc | 1,822 | $436.5K | 0.01% | +1,200+192.9% | Added |
| Gladstone Institutional Advisory LLC | 1,839 | $440.5K | 0.02% | −65−3.4% | Reduced |
| Arete Wealth Advisors, LLC | 1,843 | $441.5K | 0.03% | +1,843 | New |
| Tiemann Investment Advisors, LLC | 1,852 | $443.7K | 0.22% | 00.0% | Unchanged |
| Summit Global Investments | 1,855 | $445.0K | 0.03% | −60−3.1% | Reduced |
| Confluence Wealth Services, Inc. | 1,858 | $445.1K | 0.05% | −15−0.8% | Reduced |
| Thrive Wealth Management, LLC | 1,883 | $451.1K | 0.10% | +1,883 | New |
| Integrated Advisors Network LLC | 1,892 | $453.3K | 0.03% | −62−3.2% | Reduced |
| Lakewood Asset Management LLC | 1,901 | $455.5K | 0.35% | −184−8.8% | Reduced |
| Fiduciary Trust Co | 1,903 | $455.9K | 0.01% | −3−0.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,910 | $457.7K | 0.42% | +1,910 | New |
| Quest Partners LLC | 1,915 | $458.8K | 0.10% | +1,915 | New |
| Haverford Trust Co | 1,918 | $459.5K | 0.01% | +312+19.4% | Added |
| EP Wealth Advisors, LLC | 1,925 | $461.2K | 0.01% | −407−17.5% | Reduced |
| Ballast Advisors LLC | 1,929 | $462.1K | 0.17% | −730−27.5% | Reduced |
| Beacon Financial Group | 1,933 | $463.1K | 0.06% | +126+7.0% | Added |
| Shelton Wealth Management, LLC | 1,933 | $463.1K | 0.33% | +39+2.1% | Added |
| Horizon Investments, LLC | 1,935 | $463.6K | 0.01% | −2,330−54.6% | Reduced |
| Joule Financial, LLC | 1,957 | $468.8K | 0.22% | −1,296−39.8% | Reduced |
| CWA Asset Management Group, LLC | 1,972 | $472.4K | 0.03% | +133+7.2% | Added |
| Nicholas Hoffman & Company, LLC. | 1,989 | $476.6K | 0.03% | +4+0.2% | Added |
| Moloney Securities Asset Management, LLC | 1,994 | $477.7K | 0.08% | +434+27.8% | Added |
| Campbell Capital Management Inc | 2,000 | $479.0K | 0.22% | +2,000 | New |
| Atlas Brown,Inc. | 2,000 | $479.1K | 0.20% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 2,008 | $481.0K | 0.43% | −23−1.1% | Reduced |
| NEOS Investment Management LLC | 2,009 | $481.3K | 0.05% | +516+34.6% | Added |
| Beacon Investment Advisors LLC | 2,014 | $482.4K | 0.31% | −208−9.4% | Reduced |
| Profund Advisors LLC | 2,017 | $483.2K | 0.02% | +385+23.6% | Added |
| Equitable Holdings, Inc. | 2,033 | $487.1K | 0.01% | +150+8.0% | Added |
| First City Capital Management, Inc. | 2,041 | $489.0K | 0.28% | −2−0.1% | Reduced |
| Allworth Financial LP | 2,055 | $492.2K | 0.00% | −30−1.4% | Reduced |
| Mechanics Financial Corp | 2,055 | $492.3K | 0.28% | +10+0.5% | Added |
| Private Trust Co NA | 2,057 | $492.8K | 0.06% | +82+4.2% | Added |
| Uncommon Cents Investing LLC | 2,060 | $493.5K | 0.16% | +2,060 | New |
| Larson Financial Group LLC | 2,060 | $493.6K | 0.04% | −9−0.4% | Reduced |
| Patron Partners Advisors, LLC | 2,062 | $494.0K | 0.33% | −19−0.9% | Reduced |
| Oder Investment Management, LLC | 2,069 | $495.7K | 0.49% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,070 | $496.0K | 0.11% | −41−1.9% | Reduced |
| Krane Funds Advisors LLC | 2,086 | $499.7K | 0.02% | −90−4.1% | Reduced |
| KCM Investment Advisors LLC | 2,089 | $500.4K | 0.02% | −40−1.9% | Reduced |
| Castleview Partners, LLC | 2,098 | $502.6K | 0.35% | +82+4.1% | Added |
| Joel Isaacson & Co., LLC | 2,111 | $505.7K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 2,116 | $506.9K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,117 | $507.2K | 0.02% | +357+20.3% | Added |
| Nilsine Partners, LLC | 2,122 | $508.4K | 0.08% | −30−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 2,125 | $509.0K | 0.02% | +623+41.5% | Added |
| IFP Advisors, Inc | 2,137 | $512.6K | 0.02% | −179−7.7% | Reduced |
| Heartland Bank & Trust Co | 2,157 | $516.8K | 0.36% | −113−5.0% | Reduced |
| Chapin Davis, Inc. | 2,159 | $517.2K | 0.22% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,163 | $518.2K | 0.05% | +234+12.1% | Added |
| Ballentine Partners, LLC | 2,168 | $519.4K | 0.01% | +95+4.6% | Added |
| Wealthspire Advisors, LLC | 2,170 | $519.9K | 0.01% | +291+15.5% | Added |
| Dean Investment Associates, LLC | 2,174 | $520.8K | 0.07% | −35−1.6% | Reduced |
| MONECO Advisors, LLC | 2,178 | $521.7K | 0.10% | −147−6.3% | Reduced |
| Brighton Jones LLC | 2,188 | $524.2K | 0.02% | +68+3.2% | Added |
| Great Valley Advisor Group, Inc. | 2,198 | $526.7K | 0.02% | −1,788−44.9% | Reduced |
| Coastline Trust Co | 2,209 | $529.2K | 0.07% | −165−7.0% | Reduced |
| Atlantic Union Bankshares Corp | 2,229 | $534.0K | 0.05% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,244 | $537.6K | 0.21% | +2,244 | New |
| Hilltop Holdings Inc. | 2,258 | $540.8K | 0.06% | −198−8.1% | Reduced |
| SRB Corp | 2,262 | $541.9K | 0.03% | +248+12.3% | Added |
| Pflug Koory, LLC | 2,263 | $542.1K | 0.29% | +149+7.0% | Added |
| Field & Main Bank | 2,265 | $542.6K | 0.23% | +40+1.8% | Added |
| First Financial Bank - Trust Division | 2,268 | $543.3K | 0.06% | −147−6.1% | Reduced |
| WD Rutherford LLC | 2,332 | $545.4K | 0.32% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,154 | $548.1K | 0.14% | −782−26.6% | Reduced |
| We Are One Seven, LLC | 2,291 | $548.9K | 0.03% | +844+58.3% | Added |
| Evergreen Wealth Solutions, LLC | 2,295 | $549.7K | 0.47% | +154+7.2% | Added |
| B&D White Capital Company, LLC | 2,300 | $551.0K | 0.17% | +2,300 | New |
| BlackDiamond Wealth Management Inc. | 2,293 | $553.0K | 0.41% | +110+5.0% | Added |
| PFG Investments, LLC | 2,316 | $554.9K | 0.10% | +51+2.3% | Added |
| Campbell & CO Investment Adviser LLC | 2,318 | $555.3K | 0.05% | +1,036+80.8% | Added |
| Crumly & Associates Inc. | 2,345 | $561.7K | 0.16% | +590+33.6% | Added |
| Empire Financial Management Company, LLC | 2,349 | $562.7K | 0.22% | +57+2.5% | Added |
| Wynn Capital, LLC | 2,355 | $564.2K | 0.46% | +2,355 | New |
| Institute for Wealth Management, LLC. | 2,356 | $564.5K | 0.09% | −28−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 2,375 | $568.9K | 0.02% | −36−1.5% | Reduced |
| Tiaa Trust, National Association | 2,377 | $569.5K | 0.00% | −190−7.4% | Reduced |
| Wesbanco Bank Inc | 2,385 | $571.4K | 0.03% | −3,574−60.0% | Reduced |
| Wedbush Securities Inc | 2,389 | $572.0K | 0.03% | +426+21.7% | Added |
| V-Square Quantitative Management LLC | 2,398 | $574.5K | 0.14% | +630+35.6% | Added |
| Bowen Hanes & Co Inc | 2,400 | $575.0K | 0.02% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,411 | $577.6K | 0.01% | +2,411 | New |
| Wahed Invest LLC | 2,416 | $578.8K | 0.16% | +187+8.4% | Added |
| Boyd Watterson Asset Management LLC | 2,461 | $589.7K | 0.23% | −49−2.0% | Reduced |
| Baker Boyer National Bank | 2,480 | $594.1K | 0.22% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,482 | $594.6K | 0.02% | −6−0.2% | Reduced |
| Segment Wealth Management, LLC | 2,485 | $595.3K | 0.05% | +2,485 | New |
| HB Wealth Management, LLC | 2,497 | $598.2K | 0.01% | −259−9.4% | Reduced |
| Investment Advisory Services Inc | 2,520 | $603.8K | 0.24% | −233−8.5% | Reduced |
| Sigma Planning Corp | 2,526 | $605.1K | 0.05% | −3,881−60.6% | Reduced |
| Coldstream Capital Management Inc | 2,526 | $605.2K | 0.02% | +368+17.1% | Added |
| Quadrature Capital Ltd | 2,533 | $606.9K | 0.01% | +163+6.9% | Added |
| Venture Visionary Partners LLC | 2,566 | $614.7K | 0.03% | +310+13.7% | Added |
| Silver Coast Investments LLC | 2,566 | $614.7K | 0.28% | +2,566 | New |
| MidWestOne Financial Group, Inc. | 2,571 | $615.9K | 0.12% | −30−1.2% | Reduced |
| Beacon Financial Advisory LLC | 2,603 | $623.6K | 0.30% | +11+0.4% | Added |
| Essex Savings Bank | 2,611 | $625.5K | 0.18% | +731+38.9% | Added |
| J.W. Cole Advisors, Inc. | 2,615 | $626.5K | 0.04% | +2,615 | New |