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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 3,925 | $940.3K | 0.02% | −5,085−56.4% | Reduced |
| Sara-Bay Financial | 3,928 | $941.0K | 0.46% | +3,928 | New |
| Ameritas Advisory Services, LLC | 3,762 | $943.1K | 0.05% | +889+30.9% | Added |
| Kingswood Wealth Advisors, LLC | 3,938 | $943.3K | 0.11% | +736+23.0% | Added |
| Centiva Capital, LP | 3,950 | $946.3K | 0.06% | +855+27.6% | Added |
| Blueshift Asset Management, LLC | 4,002 | $958.8K | 0.51% | −96−2.3% | Reduced |
| Veriti Management LLC | 4,010 | $960.7K | 0.09% | −251−5.9% | Reduced |
| Kades & Cheifetz LLC | 4,013 | $961.5K | 0.68% | −99−2.4% | Reduced |
| Altshuler Shaham Ltd | 4,016 | $962.1K | 0.05% | +1,154+40.3% | Added |
| Buckingham Strategic Wealth, LLC | 4,016 | $962.2K | 0.01% | −102−2.5% | Reduced |
| Winthrop Capital Management, LLC | 4,037 | $967.2K | 0.32% | +4,037 | New |
| Mission Wealth Management, LP | 4,038 | $967.5K | 0.03% | +3+0.1% | Added |
| Kestra Private Wealth Services, LLC | 4,046 | $969.3K | 0.02% | −39−1.0% | Reduced |
| Sageworth Trust Co of South Dakota | 4,051 | $970.5K | 1.83% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,066 | $974.2K | 0.04% | +819+25.2% | Added |
| Resources Management Corp | 4,071 | $975.0K | 0.14% | +88+2.2% | Added |
| Wellington Shields & Co., LLC | 4,075 | $976.2K | 0.36% | +1,860+84.0% | Added |
| Balentine LLC | 4,097 | $981.5K | 0.03% | +168+4.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,110 | $984.6K | 0.04% | +10+0.2% | Added |
| Oak Thistle LLC | 4,134 | $990.4K | 0.28% | +4,134 | New |
| Whitener Capital Management, Inc. | 4,164 | $997.6K | 0.36% | −267−6.0% | Reduced |
| SevenBridge Financial Group, LLC | 4,181 | $1.00M | 0.24% | −27−0.6% | Reduced |
| Schechter Investment Advisors, LLC | 4,198 | $1.01M | 0.09% | −100−2.3% | Reduced |
| Eight 31 Financial LLC | 4,208 | $1.01M | 0.62% | +4,208 | New |
| Cornerstone Wealth Management, LLC | 4,212 | $1.01M | 0.09% | −159−3.6% | Reduced |
| Siemens Fonds Invest GmbH | 4,226 | $1.01M | 0.08% | +460+12.2% | Added |
| DB Fitzpatrick & Co, Inc | 4,316 | $1.03M | 0.99% | +69+1.6% | Added |
| HighPoint Advisor Group LLC | 3,606 | $1.04M | 0.07% | +3,606 | New |
| GWM Advisors LLC | 4,362 | $1.04M | 0.01% | +948+27.8% | Added |
| Western Wealth Management, LLC | 4,372 | $1.05M | 0.08% | +20+0.5% | Added |
| St. Johns Investment Management Company, LLC | 4,396 | $1.05M | 0.54% | −36−0.8% | Reduced |
| Machina Capital S.A.S. | 4,414 | $1.06M | 0.68% | +4,414 | New |
| Hohimer Wealth Management, LLC | 4,416 | $1.06M | 0.27% | −250−5.4% | Reduced |
| Massachusetts Wealth Management | 4,452 | $1.07M | 0.86% | +142+3.3% | Added |
| Sherbrooke Park Advisers LLC | 4,465 | $1.07M | 0.50% | +4,465 | New |
| Intech Investment Management LLC | 4,474 | $1.07M | 0.02% | −10,433−70.0% | Reduced |
| MQS Management LLC | 4,478 | $1.07M | 0.60% | +4,478 | New |
| Achmea Investment Management B.V. | 4,478 | $1.07M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 4,486 | $1.07M | 0.03% | +15+0.3% | Added |
| Goelzer Investment Management, Inc. | 4,507 | $1.08M | 0.07% | −133−2.9% | Reduced |
| Proequities, Inc. | 4,513 | $1.08M | 0.08% | −121−2.6% | Reduced |
| AlTi Global, Inc. | 4,513 | $1.08M | 0.03% | +4,513 | New |
| Leonteq Securities AG | 4,553 | $1.09M | 0.14% | +992+27.9% | Added |
| Heritage Trust Co | 4,554 | $1.09M | 0.15% | −38−0.8% | Reduced |
| Stiles Financial Services Inc | 4,555 | $1.09M | 0.50% | +630+16.1% | Added |
| Johnson Financial Group, Inc. | 4,566 | $1.09M | 0.06% | −832−15.4% | Reduced |
| FIL Ltd | 4,572 | $1.10M | 0.00% | +342+8.1% | Added |
| Coastal Investment Advisors, Inc. | 4,573 | $1.10M | 0.25% | −134−2.8% | Reduced |
| Jump Financial, LLC | 4,591 | $1.10M | 0.04% | +1,248+37.3% | Added |
| Park Avenue Securities LLC | 4,615 | $1.11M | 0.02% | −267−5.5% | Reduced |
| StoneX Group Inc. | 4,619 | $1.11M | 0.11% | +279+6.4% | Added |
| Benjamin Edwards Inc | 4,627 | $1.11M | 0.24% | +190+4.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,639 | $1.11M | 0.01% | +163+3.6% | Added |
| North Star Investment Management Corp. | 4,639 | $1.11M | 0.09% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 4,655 | $1.12M | 0.02% | +10+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 4,662 | $1.12M | 0.00% | −83−1.7% | Reduced |
| Moody National Bank Trust Division | 4,687 | $1.12M | 0.09% | −3,521−42.9% | Reduced |
| Vinva Investment Management Ltd | 4,686 | $1.13M | 0.08% | +692+17.3% | Added |
| Columbia Trust Co 01012016 | 4,710 | $1.13M | 0.51% | +554+13.3% | Added |
| Ritholtz Wealth Management | 4,743 | $1.14M | 0.04% | +130+2.8% | Added |
| Venturi Wealth Management, LLC | 4,746 | $1.14M | 0.08% | −155−3.2% | Reduced |
| Westover Capital Advisors, LLC | 4,752 | $1.14M | 0.37% | −98−2.0% | Reduced |
| TFG Advisers LLC | 4,773 | $1.14M | 0.48% | −90−1.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,773 | $1.14M | 0.13% | −116−2.4% | Reduced |
| TD Waterhouse Canada Inc. | 4,530 | $1.15M | 0.01% | +326+7.8% | Added |
| Graham Capital Management, L.P. | 4,799 | $1.15M | 0.04% | +4,799 | New |
| United Capital Financial Advisers, LLC | 4,810 | $1.15M | 0.01% | +1,610+50.3% | Added |
| Merit Financial Group, LLC | 4,863 | $1.17M | 0.04% | +1,443+42.2% | Added |
| First Hawaiian Bank | 4,892 | $1.17M | 0.04% | −43−0.9% | Reduced |
| Bokf, NA | 4,903 | $1.17M | 0.02% | +54+1.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 4,965 | $1.19M | 0.48% | +4,965 | New |
| Pacitti Group Inc. | 4,976 | $1.19M | 0.74% | −84−1.7% | Reduced |
| Empirical Finance, LLC | 4,982 | $1.19M | 0.08% | +28+0.6% | Added |
| Sierra Summit Advisors LLC | 4,993 | $1.20M | 0.35% | +4,993 | New |
| Botty Investors LLC | 5,000 | $1.20M | 0.50% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,011 | $1.20M | 0.03% | −545−9.8% | Reduced |
| Certified Advisory Corp | 5,024 | $1.20M | 0.18% | +7+0.1% | Added |
| Savant Capital, LLC | 5,034 | $1.21M | 0.02% | −69−1.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,050 | $1.21M | 0.08% | −35−0.7% | Reduced |
| Patton Fund Management, Inc. | 5,109 | $1.22M | 0.27% | −107−2.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,136 | $1.23M | 0.12% | −48−0.9% | Reduced |
| Payden & Rygel | 5,200 | $1.25M | 0.09% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,212 | $1.25M | 0.13% | +98+1.9% | Added |
| HRT Financial LP | 5,249 | $1.26M | 0.01% | +5,249 | New |
| PFG Advisors | 5,302 | $1.27M | 0.10% | −41−0.8% | Reduced |
| Focus Financial Network Inc | 5,302 | $1.27M | 0.05% | +5,302 | New |
| West Coast Financial LLC | 5,317 | $1.27M | 0.17% | −1,809−25.4% | Reduced |
| Sandy Spring Bank | 5,320 | $1.27M | 0.06% | +280+5.6% | Added |
| Mengis Capital Management, Inc. | 5,327 | $1.28M | 0.24% | +300+6.0% | Added |
| D.B. Root & Company, LLC | 5,331 | $1.28M | 0.46% | +50+0.9% | Added |
| Zurich Insurance Group Ltd | 5,400 | $1.29M | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,406 | $1.30M | 0.18% | −1,402−20.6% | Reduced |
| Fiduciary Group LLC | 5,425 | $1.30M | 0.15% | −410−7.0% | Reduced |
| Raymond James Trust N.A. | 5,506 | $1.32M | 0.03% | −504−8.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,531 | $1.33M | 0.02% | +450+8.9% | Added |
| Ostrum Asset Management | 5,555 | $1.33M | 0.12% | +2,311+71.2% | Added |
| Edmp, Inc. | 5,560 | $1.33M | 1.21% | +46+0.8% | Added |
| River Street Advisors LLC | 5,597 | $1.34M | 1.07% | +330+6.3% | Added |
| Fayez Sarofim & Co | 5,330 | $1.34M | 0.00% | −1,645−23.6% | Reduced |
| Stock Yards Bank & Trust Co | 5,636 | $1.35M | 0.05% | +961+20.6% | Added |