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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 45,352 | $10.9M | 0.01% | −29,889−39.7% | Reduced |
| Weybosset Research & Management LLC | 44,460 | $10.7M | 3.77% | +343+0.8% | Added |
| Los Angeles Capital Management LLC | 44,262 | $10.6M | 0.04% | −15,244−25.6% | Reduced |
| QRG Capital Management, Inc. | 43,868 | $10.5M | 0.16% | +734+1.7% | Added |
| State of Michigan Retirement System | 42,537 | $10.2M | 0.06% | +400+0.9% | Added |
| Janney Montgomery Scott LLC | 42,061 | $10.1M | 0.03% | −11,185−21.0% | Reduced |
| Rockefeller Capital Management L.P. | 41,762 | $10.0M | 0.03% | +4,540+12.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,528 | $9.95M | 0.02% | +1,829+4.6% | Added |
| Beese Fulmer Investment Management, Inc. | 41,188 | $9.87M | 1.02% | +478+1.2% | Added |
| Mercer Global Advisors Inc | 41,032 | $9.83M | 0.03% | −448−1.1% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 40,749 | $9.76M | 2.04% | −139−0.3% | Reduced |
| S&T Bank | 40,727 | $9.76M | 1.80% | −1,684−4.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 40,066 | $9.60M | 1.83% | +462+1.2% | Added |
| CIBC Private Wealth Group, LLC | 39,973 | $9.58M | 0.02% | +1,169+3.0% | Added |
| LMCG Investments, LLC | 39,932 | $9.57M | 0.59% | −10.0% | Reduced |
| Arizona State Retirement System | 39,851 | $9.55M | 0.07% | −218−0.5% | Reduced |
| Linscomb & Williams, Inc. | 39,415 | $9.44M | 0.52% | −1,159−2.9% | Reduced |
| Novare Capital Management LLC | 39,125 | $9.37M | 0.95% | −84−0.2% | Reduced |
| Alaska Permanent Fund Corp | 38,691 | $9.27M | 0.15% | −18,790−32.7% | Reduced |
| Jacobs & Co | 38,242 | $9.16M | 1.04% | +1,289+3.5% | Added |
| Noesis Capital Mangement Corp | 38,023 | $9.11M | 2.15% | −482−1.3% | Reduced |
| Nomura Asset Management Co Ltd | 37,770 | $9.05M | 0.04% | +235+0.6% | Added |
| Truist Financial Corp | 37,271 | $8.93M | 0.01% | −1,007−2.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 37,226 | $8.92M | 0.15% | −1,187−3.1% | Reduced |
| American International Group, Inc. | 37,169 | $8.90M | 0.04% | −833−2.2% | Reduced |
| Franklin Street Advisors Inc | 37,024 | $8.87M | 0.73% | −1,991−5.1% | Reduced |
| Davenport & Co LLC | 36,640 | $8.78M | 0.06% | +446+1.2% | Added |
| Pinnacle Associates Ltd | 36,524 | $8.75M | 0.15% | −911−2.4% | Reduced |
| Richard C. Young & CO., LTD. | 36,365 | $8.71M | 1.17% | +1,979+5.8% | Added |
| Verity & Verity, LLC | 36,266 | $8.69M | 1.00% | +143+0.4% | Added |
| Culbertson A N & Co Inc | 36,161 | $8.66M | 1.61% | −80−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,855 | $8.59M | 0.04% | +2,651+8.0% | Added |
| Atwater Malick LLC | 35,714 | $8.56M | 3.35% | +689+2.0% | Added |
| Adams Asset Advisors, LLC | 35,231 | $8.44M | 1.14% | −802−2.2% | Reduced |
| Amalgamated Bank | 34,893 | $8.36M | 0.07% | −2,551−6.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 34,875 | $8.35M | 1.90% | −115−0.3% | Reduced |
| Bridgewater Associates, LP | 34,629 | $8.30M | 0.05% | +5,953+20.8% | Added |
| MetLife Investment Management | 34,410 | $8.24M | 0.06% | −628−1.8% | Reduced |
| Transform Wealth, LLC | 33,780 | $8.09M | 0.79% | −115−0.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 33,688 | $8.07M | 2.47% | +33,688 | New |
| Wolverine Trading, LLC | 33,317 | $7.98M | 0.06% | +4,597+16.0% | Added |
| Comerica Bank | 32,892 | $7.88M | 0.04% | −397−1.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 32,666 | $7.83M | 0.02% | −68,200−67.6% | Reduced |
| Mackenzie Financial Corp | 32,557 | $7.80M | 0.01% | −248−0.8% | Reduced |
| Two Point Capital Management, Inc. | 32,094 | $7.69M | 3.51% | +32,094 | New |
| NewSquare Capital LLC | 31,975 | $7.59M | 0.73% | +1,109+3.6% | Added |
| Teacher Retirement System of Texas | 31,327 | $7.50M | 0.05% | −15,797−33.5% | Reduced |
| Retirement Systems of Alabama | 31,239 | $7.48M | 0.03% | −790−2.5% | Reduced |
| Cullinan Associates Inc | 31,160 | $7.47M | 0.42% | −2,543−7.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,040 | $7.44M | 0.05% | +2,559+9.0% | Added |
| Olstein Capital Management, L.P. | 31,000 | $7.43M | 1.25% | −1,000−3.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 30,940 | $7.41M | 0.71% | +106+0.3% | Added |
| Citizens Financial Group Inc | 30,730 | $7.36M | 0.25% | −435−1.4% | Reduced |
| Tudor Investment Corp Et Al | 30,685 | $7.35M | 0.10% | +30,685 | New |
| Northwestern Mutual Wealth Management Co | 30,559 | $7.32M | 0.01% | −422−1.4% | Reduced |
| Erste Asset Management GmbH | 30,210 | $7.27M | 0.11% | −43,037−58.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,175 | $7.23M | 0.65% | +236+0.8% | Added |
| Eldred Rock Partners, LLC | 30,032 | $7.19M | 4.58% | +30,032 | New |
| Texas Permanent School Fund | 29,273 | $7.01M | 0.06% | −20.0% | Reduced |
| Forsta Ap-Fonden | 28,900 | $6.92M | 0.07% | −3,600−11.1% | Reduced |
| Foster & Motley Inc | 28,878 | $6.92M | 0.51% | +656+2.3% | Added |
| Caisse de Depot Et Placement du Quebec | 28,800 | $6.90M | 0.02% | +28,800 | New |
| Benjamin F. Edwards & Company, Inc. | 28,544 | $6.84M | 0.14% | +2,605+10.0% | Added |
| IFM Investors Pty Ltd | 28,428 | $6.81M | 0.08% | −632−2.2% | Reduced |
| Jefferies Financial Group Inc. | 28,410 | $6.81M | 0.11% | +26,793+1,657.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 27,896 | $6.68M | 0.04% | +632+2.3% | Added |
| Walleye Capital LLC | 27,121 | $6.50M | 0.09% | −34,982−56.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,021 | $6.47M | 0.09% | +45+0.2% | Added |
| SFE Investment Counsel | 26,782 | $6.42M | 1.67% | −470−1.7% | Reduced |
| Rowland & Co Investment Counsel | 26,772 | $6.41M | 1.47% | −544−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 25,882 | $6.20M | 0.11% | −7,718−23.0% | Reduced |
| Motco | 25,715 | $6.16M | 0.39% | −3,961−13.3% | Reduced |
| Shellback Capital, LP | 25,600 | $6.13M | 0.54% | +25,600 | New |
| Power Corp of Canada | 25,364 | $6.08M | 0.63% | −11,215−30.7% | Reduced |
| ProShare Advisors LLC | 25,238 | $6.05M | 0.02% | −646−2.5% | Reduced |
| Northwest Bancshares, Inc. | 25,100 | $6.01M | 1.10% | +1,176+4.9% | Added |
| Czech National Bank | 24,825 | $5.95M | 0.08% | +69+0.3% | Added |
| Utah Retirement Systems | 24,564 | $5.88M | 0.07% | +100+0.4% | Added |
| Verition Fund Management LLC | 24,443 | $5.86M | 0.06% | +21,501+730.8% | Added |
| Investment House LLC | 24,420 | $5.85M | 0.41% | +318+1.3% | Added |
| SG Americas Securities, LLC | 24,281 | $5.82M | 0.06% | +16,869+227.6% | Added |
| Anderson Hoagland & Co | 24,432 | $5.74M | 0.70% | −23−0.1% | Reduced |
| Varma Mutual Pension Insurance Co | 23,730 | $5.68M | 0.06% | +23,730 | New |
| Degroof Petercam Asset Management | 23,609 | $5.66M | 0.07% | +23,609 | New |
| Royce & Associates LP | 23,500 | $5.63M | 0.05% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 23,277 | $5.58M | 0.66% | +23+0.1% | Added |
| CIBC Asset Management Inc | 23,198 | $5.56M | 0.02% | −1,279−5.2% | Reduced |
| L & S Advisors Inc | 23,028 | $5.52M | 0.67% | +23,028 | New |
| Susquehanna Portfolio Strategies, LLC | 22,963 | $5.50M | 0.10% | +22,963 | New |
| Advocate Group LLC | 22,735 | $5.45M | 1.17% | −2,708−10.6% | Reduced |
| Highland Capital Management, LLC | 22,708 | $5.44M | 0.34% | +180+0.8% | Added |
| Cornerstone Wealth Group, LLC | 22,493 | $5.39M | 0.77% | +22,493 | New |
| Foster Victor Wealth Advisors, LLC | 22,236 | $5.36M | 0.55% | +1,232+5.9% | Added |
| Patton Albertson Miller Group, LLC | 22,268 | $5.33M | 0.89% | +3,606+19.3% | Added |
| Old Mission Capital LLC | 22,216 | $5.32M | 0.15% | +22,216 | New |
| State of Tennessee, Treasury Department | 22,204 | $5.32M | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 21,938 | $5.26M | 0.21% | +19,521+807.7% | Added |
| CIBC World Markets Inc. | 21,814 | $5.23M | 0.01% | −122−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 21,581 | $5.17M | 0.97% | +129+0.6% | Added |
| Cetera Advisor Networks LLC | 21,442 | $5.14M | 0.03% | −596−2.7% | Reduced |