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; 2,112 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,112 | $83.8B |
| Q1 2026 | 1,968 | $62.7B |
| Q4 2025 | 1,879 | $60.4B |
| Q3 2025 | 1,686 | $49.0B |
| Q2 2025 | 1,564 | $38.3B |
| Q1 2025 | 1,572 | $36.6B |
| Q4 2024 | 1,557 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 1,128 | $332.4K | 0.05% | +9+0.8% | Added |
| First Financial Bankshares Inc | 1,128 | $332.4K | 0.01% | +1,128 | New |
| City State Bank | 1,127 | $332.0K | 0.15% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,127 | $332.0K | 0.15% | +62+5.8% | Added |
| Bullock Wealth Management Group | 1,120 | $330.0K | 0.22% | +1,120 | New |
| First PREMIER Bank | 1,118 | $329.0K | 0.09% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,113 | $327.9K | 0.02% | +28+2.6% | Added |
| Cardiff Park Advisors, LLC | 1,112 | $327.7K | 0.03% | 00.0% | Unchanged |
| Farmers Trust Co | 1,109 | $326.8K | 0.07% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,108 | $326.5K | 0.02% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,101 | $324.5K | 0.11% | +6+0.5% | Added |
| Hyman Charles D | 1,100 | $324.0K | 0.02% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 1,070 | $323.5K | 0.18% | +1,070 | New |
| Financial Partners Group, LLC | 1,095 | $322.6K | 0.12% | +1,095 | New |
| Creative Financial Designs Inc | 1,094 | $322.3K | 0.03% | −107−8.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,094 | $322.3K | 0.02% | −47−4.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,088 | $320.8K | 0.05% | +111+11.4% | Added |
| Allen Capital Group, LLC | 1,086 | $320.0K | 0.05% | +67+6.6% | Added |
| Dover Advisors, LLC | 1,085 | $319.7K | 0.22% | +35+3.3% | Added |
| Petrus Trust Company, LTA | 1,084 | $319.4K | 0.03% | −1,928−64.0% | Reduced |
| Change Path, LLC | 1,080 | $318.0K | 0.01% | +1,080 | New |
| Kirr Marbach & Co LLC | 1,079 | $317.9K | 0.08% | −103−8.7% | Reduced |
| Missouri Trust & Investment Co | 1,075 | $316.7K | 0.12% | −35−3.2% | Reduced |
| LCNB Corp | 1,067 | $314.4K | 0.11% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,066 | $314.1K | 0.05% | 00.0% | Unchanged |
| Rogco, LP | 1,063 | $313.2K | 0.13% | +85+8.7% | Added |
| Ashton Thomas Private Wealth, LLC | 1,061 | $312.6K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,060 | $312.0K | 0.00% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,050 | $309.4K | 0.08% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,050 | $309.4K | 0.06% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,050 | $309.4K | 0.19% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,050 | $309.4K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,041 | $306.7K | 0.13% | +56+5.7% | Added |
| Cambridge Trust Co | 1,034 | $304.7K | 0.01% | −66−6.0% | Reduced |
| SpiderRock Advisors, LLC | 1,062 | $303.9K | 0.01% | +1,062 | New |
| Sweeney & Michel, LLC | 1,029 | $303.8K | 0.13% | +1,029 | New |
| Waterfront Wealth Inc. | 1,044 | $303.8K | 0.09% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,031 | $303.8K | 0.08% | +1,031 | New |
| Colonial River Wealth Management, LLC | 1,020 | $300.5K | 0.17% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,016 | $299.4K | 0.03% | +26+2.6% | Added |
| Breakwater Capital Group | 1,016 | $299.4K | 0.08% | −75−6.9% | Reduced |
| Live Oak Private Wealth LLC | 1,012 | $298.2K | 0.05% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,011 | $297.8K | 0.11% | +1+0.1% | Added |
| Financial Counselors Inc | 1,007 | $296.7K | 0.00% | −92−8.4% | Reduced |
| Provident Investment Management, Inc. | 1,003 | $295.5K | 0.03% | −507−33.6% | Reduced |
| Fulcrum Capital LLC | 1,002 | $295.2K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,001 | $294.9K | 0.04% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1,000 | $294.6K | 0.14% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,000 | $294.6K | 0.22% | 00.0% | Unchanged |
| Axq Capital, LP | 1,000 | $294.6K | 0.07% | +1,000 | New |
| Ronald Blue Trust, Inc. | 991 | $291.9K | 0.00% | −11−1.1% | Reduced |
| Catalina Capital Group, LLC | 985 | $290.3K | 0.12% | +985 | New |
| Quad-Cities Investment Group, LLC | 985 | $290.2K | 0.17% | −180−15.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 983 | $289.6K | 0.04% | −2−0.2% | Reduced |
| Lion Street Advisors, LLC | 1,207 | $289.2K | 0.12% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 980 | $288.8K | 0.03% | −25−2.5% | Reduced |
| Covenant Partners, LLC | 980 | $288.8K | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,030 | $288.7K | 0.01% | +1,030 | New |
| Americana Partners, LLC | 971 | $286.1K | 0.02% | +971 | New |
| Archford Capital Strategies, LLC | 968 | $285.2K | 0.05% | +87+9.9% | Added |
| Moneta Group Investment Advisors LLC | 964 | $284.1K | 0.00% | +111+13.0% | Added |
| BNP Paribas | 962 | $283.5K | 0.01% | +962 | New |
| Keebeck Wealth Management, LLC | 960 | $282.9K | 0.04% | −40−4.0% | Reduced |
| Spire Wealth Management | 958 | $282.4K | 0.01% | −17−1.7% | Reduced |
| Bridgewater Associates, LP | 958 | $282.3K | 0.00% | −33,671−97.2% | Reduced |
| Marco Investment Management LLC | 955 | $281.4K | 0.03% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 954 | $281.1K | 0.11% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 953 | $280.8K | 0.01% | +953 | New |
| Optimum Investment Advisors | 950 | $279.9K | 0.13% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 972 | $278.9K | 0.08% | +972 | New |
| Kohmann Bosshard Financial Services, LLC | 941 | $277.2K | 0.04% | +1+0.1% | Added |
| Legacy Private Trust Co. | 935 | $275.5K | 0.02% | +15+1.6% | Added |
| Manchester Capital Management LLC | 932 | $274.6K | 0.03% | +54+6.2% | Added |
| Perigon Wealth Management, LLC | 929 | $273.7K | 0.01% | −452−32.7% | Reduced |
| Sovereign Financial Group, Inc. | 919 | $270.8K | 0.07% | +919 | New |
| Horrell Capital Management, Inc. | 916 | $270.0K | 0.07% | 00.0% | Unchanged |
| Howland Capital Management LLC | 910 | $268.1K | 0.01% | −22−2.4% | Reduced |
| Cortland Associates Inc | 909 | $268.0K | 0.03% | +5+0.6% | Added |
| First Business Financial Services, Inc. | 904 | $266.4K | 0.03% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 903 | $266.1K | 0.06% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 901 | $265.5K | 0.10% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 897 | $264.2K | 0.17% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 896 | $264.1K | 0.03% | −315−26.0% | Reduced |
| Zhang Financial LLC | 895 | $263.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 889 | $261.9K | 0.01% | −933−51.2% | Reduced |
| Equitable Trust Co | 888 | $261.6K | 0.02% | +888 | New |
| Annex Advisory Services, LLC | 888 | $261.6K | 0.01% | +888 | New |
| Choate Investment Advisors | 887 | $261.4K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 890 | $261.0K | 0.00% | −590−39.9% | Reduced |
| Icon Wealth Advisors, LLC | 884 | $260.5K | 0.02% | +286+47.8% | Added |
| Central Pacific Bank - Trust Division | 883 | $260.1K | 0.03% | +883 | New |
| David Loasby | 858 | $259.1K | 0.03% | −61−6.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 877 | $258.4K | 0.04% | +877 | New |
| L.M. Kohn & Company | 873 | $257.3K | 0.07% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 872 | $256.9K | 0.01% | +872 | New |
| Atlanta Consulting Group Advisors, LLC | 870 | $256.3K | 0.09% | +870 | New |
| Greenfield Savings Bank | 869 | $256.1K | 0.13% | −24−2.7% | Reduced |
| Prio Wealth Limited Partnership | 866 | $255.2K | 0.01% | −3−0.3% | Reduced |
| Wilkinson Global Asset Management LLC | 860 | $253.4K | 0.02% | −130−13.1% | Reduced |
| 9258 Wealth Management, LLC | 859 | $253.1K | 0.04% | +859 | New |