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, Q1 2024

Institutional positions in Cummins Inc as of Mar 31, 2024. 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
1,373
+20 vs. Q4 2023
Shares held
117.8M
−625.8K (−0.5%) vs. Q4 2023
Total value
$34.7B
+$6.33B (+22.3%) vs. Q4 2023
New holders
152
436 more added
Sold out
132
578 more reduced

17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,373 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 heldQ1 2024: $34.7B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q4 2023.

Institutions holding CMI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0Unchanged
Global Assets Advisory, LLC15,316$520.00%+15,316New
Sofos Investments, Inc.1$2160.00%+1Added
Rakuten Securities, Inc.1$2950.00%00.0%Unchanged
Semmax Financial Advisors Inc.1$2980.00%00.0%Unchanged
NVWM, LLC2$5890.00%+2New
PEAK6 Investments LLC2$6700.00%+2New
Tfo-TDC, LLC3$8840.00%−3−50.0%Reduced
Beaird Harris Wealth Management, LLC3$8840.00%00.0%Unchanged
Global Financial Private Client, LLC3$8840.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.2$1.00K0.00%+2New
Core Alternative Capital4$1.18K0.00%−46−92.0%Reduced
TFC Financial Management4$1.18K0.00%+1+33.3%Added
USA Financial Portformulas Corp5$1.47K0.00%−168−97.1%Reduced
Salomon & Ludwin, LLC6$1.77K0.00%00.0%Unchanged
Northwest Capital Management Inc7$2.06K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$2.36K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC9$2.65K0.00%00.0%Unchanged
RFP Financial Group LLC9$2.65K0.00%+9New
Dunhill Financial, LLC12$3.49K0.00%+2+20.0%Added
TruNorth Capital Management, LLC12$3.54K0.00%+12New
Frank, Rimerman Advisors LLC13$3.83K0.00%00.0%Unchanged
1832 Asset Management L.P.13$3.83K0.00%+13New
Valued Wealth Advisors LLC14$4.13K0.00%+10+250.0%Added
CVA Family Office, LLC15$4.42K0.00%−220−93.6%Reduced
Gold Investment Management Ltd.15$4.42K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC15$4.42K0.01%+15New
ClariVest Asset Management LLC16$4.71K0.00%+7+77.8%Added
Avion Wealth16$5.00K0.00%+6+60.0%Added
Jackson, Grant Investment Advisers, Inc.17$5.01K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.17$5.01K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC18$5.30K0.00%00.0%Unchanged
Westend Capital Management, LLC18$5.30K0.00%+18New
Eagle Bay Advisors LLC18$5.30K0.00%+18New
SJS Investment Consulting Inc.18$5.30K0.00%+1+5.9%Added
Founders Capital Management19$5.60K0.00%00.0%Unchanged
ORG Partners LLC20$5.94K0.01%−1−4.8%Reduced
Stone House Investment Management, LLC20$6.02K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC21$6.19K0.00%−88−80.7%Reduced
Meeder Asset Management Inc25$7.37K0.00%+25New
Abound Wealth Management25$7.38K0.00%−45−64.3%Reduced
Grove Bank & Trust26$7.66K0.00%00.0%Unchanged
Tucker Asset Management LLC27$8.03K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC28$8.25K0.01%+25+833.3%Added
Carolina Wealth Advisors, LLC30$8.84K0.00%00.0%Unchanged
Your Advocates Ltd., LLP30$8.84K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC30$8.84K0.00%00.0%Unchanged
Key Financial Inc32$9.43K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC34$9.99K0.01%00.0%Unchanged
Laffer Tengler Investments34$10.0K0.00%+34New
Raffa Wealth Management, LLC36$10.6K0.00%00.0%Unchanged
Private Ocean, LLC37$10.9K0.00%00.0%Unchanged
Transcendent Capital Group LLC38$11.2K0.01%00.0%Unchanged
Financial Avengers, Inc.39$11.3K0.01%00.0%Unchanged
Gradient Investments LLC40$11.8K0.00%−165−80.5%Reduced
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.40$11.8K0.04%+40New
Centerpoint Advisors, LLC40$12.0K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC42$12.4K0.00%+42New
Pacifica Partners Inc.44$12.6K0.01%00.0%Unchanged
Estabrook Capital Management43$12.7K0.00%00.0%Unchanged
PSI Advisors, LLC44$13.1K0.00%−1−2.2%Reduced
Global Trust Asset Management, LLC47$13.8K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.47$13.8K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.48$14.0K0.01%00.0%Unchanged
Bank of New Hampshire48$14.1K0.00%−135−73.8%Reduced
Cornerstone Planning Group LLC51$14.3K0.00%+1+2.0%Added
Register Financial Advisors LLC49$14.4K0.01%+49New
West Paces Advisors Inc.50$14.7K0.00%−18−26.5%Reduced
Addison Advisors LLC50$14.7K0.01%−8−13.8%Reduced
Duncker Streett & Co Inc50$14.7K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC50$14.7K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.50$14.7K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC50$14.7K0.00%00.0%Unchanged
Retirement Group, LLC50$14.7K0.01%+50New
GW&K Investment Management, LLC50$15.0K0.00%+4+8.7%Added
Distillate Capital Partners LLC54$15.9K2.67%+2+3.8%Added
Sittner & Nelson, LLC56$16.5K0.01%00.0%Unchanged
Sachetta, LLC71$17.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC63$18.6K0.00%00.0%Unchanged
Oakmont Corp65$19.2K0.00%00.0%Unchanged
Tidemark, LLC68$20.0K0.01%+1+1.5%Added
First United Bank Trust73$21.5K0.01%−30−29.1%Reduced
Rise Advisors, LLC75$22.0K0.01%+75New
Cetera Trust Company, N.A76$22.4K0.01%00.0%Unchanged
Hollencrest Capital Management80$23.6K0.00%+68+566.7%Added
Annapolis Financial Services, LLC80$23.6K0.01%+80New
Winch Advisory Services, LLC80$23.7K0.01%00.0%Unchanged
Silver Oak Securities, Inc82$24.1K0.00%−413−83.4%Reduced
JFS Wealth Advisors, LLC83$24.5K0.00%−2−2.4%Reduced
Covestor Ltd84$25.0K0.02%−577−87.3%Reduced
Gould Capital, LLC85$25.0K0.02%+1+1.2%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA90$26.5K0.01%00.0%Unchanged
Standard Family Office LLC94$27.7K0.04%+94New
Fortitude Family Office, LLC96$28.3K0.02%00.0%Unchanged
GPS Wealth Strategies Group, LLC100$29.5K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.101$29.8K0.01%00.0%Unchanged
Bangor Savings Bank102$30.1K0.00%00.0%Unchanged
Wolff Wiese Magana LLC102$30.1K0.03%−3−2.9%Reduced
Sound Income Strategies, LLC102$30.2K0.00%+23+29.1%Added
LRI Investments, LLC104$30.6K0.01%+104New