Skip to main content

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.

Institutional holdersQ4 2023: 1,370 institutions
Q1 2021: 1,235 institutionsQ2 2021: 1,229 institutionsQ3 2021: 1,180 institutionsQ4 2021: 1,261 institutionsQ1 2022: 1,228 institutionsQ2 2022: 1,202 institutionsQ3 2022: 1,210 institutionsQ4 2022: 1,285 institutionsQ1 2023: 1,275 institutionsQ2 2023: 1,270 institutionsQ3 2023: 1,237 institutionsQ4 2023: 1,370 institutionsQ1 2024: 1,373 institutionsQ2 2024: 1,395 institutionsQ3 2024: 1,434 institutionsQ4 2024: 1,558 institutionsQ1 2025: 1,572 institutionsQ2 2025: 1,565 institutionsQ3 2025: 1,687 institutionsQ4 2025: 1,880 institutionsQ1 2026: 1,969 institutionsQ2 2026: 2,113 institutions
Value heldQ4 2023: $28.4B
Q1 2021: $30.9BQ2 2021: $28.6BQ3 2021: $26.1BQ4 2021: $24.7BQ1 2022: $23.5BQ2 2022: $22.2BQ3 2022: $23.6BQ4 2022: $28.6BQ1 2023: $28.2BQ2 2023: $28.8BQ3 2023: $27.0BQ4 2023: $28.4BQ1 2024: $34.7BQ2 2024: $32.2BQ3 2024: $37.5BQ4 2024: $40.6BQ1 2025: $36.6BQ2 2025: $38.3BQ3 2025: $49.0BQ4 2025: $60.4BQ1 2026: $62.7BQ2 2026: $83.8B
Institutions holding CMI and their total value by quarter
QuarterHoldersValue
Q2 20262,113$83.8B
Q1 20261,969$62.7B
Q4 20251,880$60.4B
Q3 20251,687$49.0B
Q2 20251,565$38.3B
Q1 20251,572$36.6B
Q4 20241,558$40.6B
Q3 20241,434$37.5B
Q2 20241,395$32.2B
Q1 20241,373$34.7B
Q4 20231,370$28.4B
Q3 20231,237$27.0B
Q2 20231,270$28.8B
Q1 20231,275$28.2B
Q4 20221,285$28.6B
Q3 20221,210$23.6B
Q2 20221,202$22.2B
Q1 20221,228$23.5B
Q4 20211,261$24.7B
Q3 20211,180$26.1B
Q2 20211,229$28.6B
Q1 20211,235$30.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q3 2023.

Institutions holding CMI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Mariner, LLC144,721$34.7M0.08%+865+0.6%Added
New York State Common Retirement Fund143,642$34.4M0.05%−12,404−7.9%Reduced
Prudential Financial Inc143,159$33.9M0.05%+17,604+14.0%Added
Mitsubishi UFJ Trust & Banking Corp137,784$33.0M0.08%−15,883−10.3%Reduced
Guggenheim Capital LLC136,935$32.8M0.25%+6,018+4.6%Added
New York State Teachers Retirement System136,321$32.7M0.07%−3,968−2.8%Reduced
Great Lakes Advisors, LLC135,137$32.4M0.31%−8,600−6.0%Reduced
TD Asset Management Inc132,572$31.8M0.03%+1,223+0.9%Added
SEI Investments Co131,720$31.6M0.05%+182+0.1%Added
Two Sigma Investments, LP129,168$30.9M0.07%+48,294+59.7%Added
Man Group plc128,089$30.7M0.09%––
The PNC Financial Services Group, Inc.128,082$30.7M0.02%−2,477−1.9%Reduced
Voloridge Investment Management, LLC126,000$30.2M0.12%+126,000New
Aviva PLC123,856$29.7M0.11%−13,329−9.7%Reduced
Great West Life Assurance Co120,661$28.8M0.06%−24,033−16.6%Reduced
APG Asset Management N.V.130,122$28.2M0.06%+42,155+47.9%Added
Teachers Retirement System of the State of Kentucky115,171$27.6M0.26%−550−0.5%Reduced
Cardinal Capital Management, Inc.113,027$27.1M1.28%−984−0.9%Reduced
Aristeia Capital LLC111,484$26.7M1.10%+111,484New
Capital Investment Advisors, LLC111,350$26.7M0.67%+3,163+2.9%Added
Waverton Investment Management Ltd107,663$25.8M0.63%+9,386+9.6%Added
CIBC World Markets Corp106,241$25.5M0.14%+98,423+1,258.9%Added
Capital Advisors Inc104,000$24.9M0.56%+104,000New
Alps Advisors Inc103,004$24.7M0.19%+95,357+1,247.0%Added
Thrivent Financial for Lutherans101,819$24.4M0.05%−32,364−24.1%Reduced
Storebrand Asset Management AS100,927$24.2M0.09%+9,969+11.0%Added
ING Groep NV100,405$24.1M0.19%+41,622+70.8%Added
State of Wisconsin Investment Board96,560$23.1M0.07%+19,038+24.6%Added
Gateway Investment Advisers LLC94,327$22.6M0.26%+60.0%Added
BNP Paribas Arbitrage, SA91,504$21.9M0.04%+34,426+60.3%Added
Seizert Capital Partners, LLC90,681$21.7M1.10%−13,358−12.8%Reduced
Fifth Third Bancorp89,775$21.5M0.09%−7,745−7.9%Reduced
Worldquant Millennium Advisors LLC87,691$21.0M0.29%+87,691New
Natixis Advisors, L.P.85,897$20.6M0.05%−549−0.6%Reduced
Toronto Dominion Bank84,743$20.3M0.03%+9,646+12.8%Added
Pictet Asset Management Holding SA84,570$20.3M0.02%+3,419+4.2%Added
Voya Investment Management LLC82,874$19.9M0.02%−3,269−3.8%Reduced
Cubist Systematic Strategies, LLC82,678$19.8M0.25%+82,678New
Interval Partners, LP81,583$19.5M0.85%−40,160−33.0%Reduced
Chevy Chase Trust Holdings, Inc.79,429$19.0M0.07%−441−0.6%Reduced
St Germain D J Co Inc79,015$18.9M0.99%+1,940+2.5%Added
State of New Jersey Common Pension Fund D78,055$18.7M0.06%00.0%Unchanged
KBC Group NV77,585$18.6M0.07%+50,809+189.8%Added
Nisa Investment Advisors, LLC77,274$18.5M0.13%+9,719+14.4%Added
Old National Bancorp76,813$18.4M0.48%−11,328−12.9%Reduced
Public Employees Retirement System of Ohio76,008$18.2M0.07%+16,585+27.9%Added
Cerity Partners LLC76,008$18.2M0.06%+5,785+8.2%Added
US Bancorp75,459$18.1M0.03%−1,069−1.4%Reduced
DDD Partners, LLC74,859$17.9M2.41%−388−0.5%Reduced
Commonwealth Equity Services, LLC73,584$17.6M0.03%+145+0.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)73,419$17.6M0.07%+1,134+1.6%Added
Peapack Gladstone Financial Corp72,800$17.4M0.29%−1,588−2.1%Reduced
Brandywine Global Investment Management, LLC71,968$17.2M0.14%−3,609−4.8%Reduced
Sanibel Captiva Trust Company, Inc.71,702$17.2M0.63%+71,702New
Grantham, Mayo, Van Otterloo & Co. LLC71,682$17.2M0.08%−32,877−31.4%Reduced
Macquarie Group Ltd71,017$17.0M0.02%+25,460+55.9%Added
Baird Financial Group, Inc.70,366$16.9M0.04%−61,022−46.4%Reduced
DnB Asset Management AS70,004$16.8M0.09%+13,348+23.6%Added
Janus Henderson Group PLC69,694$16.7M0.01%−126−0.2%Reduced
Applied Finance Capital Management, LLC67,981$16.3M1.41%+7,096+11.7%Added
First Horizon Advisors, Inc.66,951$16.0M0.53%+217+0.3%Added
Canada Pension Plan Investment Board66,200$15.9M0.02%+3,000+4.7%Added
Mn Services Vermogensbeheer B.V.66,003$15.8M0.14%−2,500−3.6%Reduced
HM Payson & Co65,800$15.8M0.33%−1,464−2.2%Reduced
Vident Advisory, LLC64,952$15.6M0.39%+17,059+35.6%Added
Treasurer of the State of North Carolina64,926$15.6M0.08%−10,645−14.1%Reduced
Barlow Wealth Partners, Inc.64,759$15.5M2.21%+64,759New
Madison Asset Management, LLC63,063$15.1M0.20%+63,063New
Vontobel Holding Ltd.62,316$14.9M0.13%+648+1.1%Added
Advisor Group Holdings, Inc.61,501$14.7M0.03%−18,337−23.0%Reduced
Creative Planning60,920$14.6M0.03%+1,409+2.4%Added
Busey Wealth Management60,034$14.4M0.55%−1,014−1.7%Reduced
Wharton Business Group, LLC59,603$14.3M0.72%+1,934+3.4%Added
Townsend & Associates, Inc60,301$14.2M1.78%+25,326+72.4%Added
Manning & Napier Group, LLC59,227$14.2M0.17%−9,094−13.3%Reduced
Captrust Financial Advisors59,064$14.1M0.05%−12,302−17.2%Reduced
Asset Management One Co.,Ltd.58,697$14.1M0.06%−3,906−6.2%Reduced
Glenmede Trust Co NA58,478$14.0M0.07%−724−1.2%Reduced
Renaissance Technologies LLC57,600$13.8M0.02%+57,600New
Illinois Municipal Retirement Fund56,897$13.6M0.23%−3,622−6.0%Reduced
Windward Capital Management Co56,742$13.6M1.18%−105−0.2%Reduced
Swiss Life Asset Management Ltd55,993$13.4M0.16%+18,592+49.7%Added
Royal London Asset Management Ltd56,008$13.4M0.04%+1,959+3.6%Added
Cullen/Frost Bankers, Inc.54,905$13.2M0.21%+2,127+4.0%Added
Bailard, Inc.54,489$13.1M0.39%+1,137+2.1%Added
Twin Tree Management, LP52,064$12.5M0.23%+37,919+268.1%Added
Associated Banc-Corp51,136$12.3M0.43%−452−0.9%Reduced
Wedge Capital Management L L P50,593$12.1M0.22%−3,465−6.4%Reduced
AMF Pensionsforsakring AB50,482$12.1M0.10%00.0%Unchanged
Neuberger Berman Group LLC50,149$12.0M0.01%−131−0.3%Reduced
Boston Trust Walden Corp49,642$11.9M0.09%−86,053−63.4%Reduced
United Bank49,619$11.9M1.49%+138+0.3%Added
Kestra Advisory Services, LLC48,667$11.7M0.10%+2,999+6.6%Added
Welch & Forbes LLC48,554$11.6M0.18%−369−0.8%Reduced
Engineers Gate Manager LP47,965$11.5M0.33%+46,055+2,411.3%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund47,535$11.4M0.14%−2,900−5.7%Reduced
Boston Common Asset Management, LLC46,431$11.1M0.25%−1,944−4.0%Reduced
Cincinnati Casualty Co46,000$11.0M6.46%00.0%Unchanged
M&T Bank Corp45,933$11.0M0.04%−4,278−8.5%Reduced
Ensign Peak Advisors, Inc45,444$10.9M0.02%−509−1.1%Reduced