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, Q2 2024
Institutional positions in Cummins Inc as of Jun 30, 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
- 1,395
- +38 vs. Q1 2024
- Shares held
- 116.2M
- −1.01M (−0.9%) vs. Q1 2024
- Total value
- $32.2B
- −$2.34B (−6.8%) vs. Q1 2024
- New holders
- 121
- 521 more added
- Sold out
- 83
- 495 more reduced
16 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 909 | $251.8K | 0.11% | −218−19.3% | Reduced |
| Bullock Wealth Management Group | 920 | $250.6K | 0.16% | −200−17.9% | Reduced |
| First Business Financial Services, Inc. | 904 | $250.3K | 0.03% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 903 | $250.1K | 0.02% | −100−10.0% | Reduced |
| Avestar Capital, LLC | 903 | $250.1K | 0.03% | +103+12.9% | Added |
| Oak Asset Management, LLC | 901 | $249.5K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 900 | $249.2K | 0.11% | −50−5.3% | Reduced |
| Penserra Capital Management LLC | 901 | $249.0K | 0.00% | +11+1.2% | Added |
| Moneta Group Investment Advisors LLC | 897 | $248.4K | 0.00% | −67−7.0% | Reduced |
| Fortune Financial Advisors, LLC | 897 | $248.3K | 0.15% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 894 | $247.6K | 0.05% | +101+12.7% | Added |
| Choate Investment Advisors | 890 | $246.5K | 0.01% | +3+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 889 | $246.2K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 888 | $245.9K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 887 | $245.6K | 0.03% | +4+0.5% | Added |
| David Loasby | 884 | $242.3K | 0.02% | +26+3.0% | Added |
| Astoria Portfolio Advisors LLC. | 872 | $241.5K | 0.09% | +68+8.5% | Added |
| L.M. Kohn & Company | 870 | $240.9K | 0.07% | −3−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 869 | $240.7K | 0.11% | −296−25.4% | Reduced |
| Greenfield Savings Bank | 869 | $240.7K | 0.12% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 867 | $240.1K | 0.01% | −909−51.2% | Reduced |
| Wilkinson Global Asset Management LLC | 860 | $238.2K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 859 | $237.9K | 0.04% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 854 | $236.4K | 0.02% | +854 | New |
| Kanawha Capital Management LLC | 853 | $236.2K | 0.02% | +3+0.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 850 | $235.4K | 0.05% | −20−2.3% | Reduced |
| Colonial Trust Advisors | 850 | $235.4K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 846 | $234.0K | 0.00% | −600−41.5% | Reduced |
| Waddell & Associates, LLC | 842 | $233.2K | 0.03% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 840 | $232.6K | 0.03% | +1+0.1% | Added |
| Sage Mountain Advisors LLC | 838 | $232.1K | 0.02% | +121+16.9% | Added |
| Shelton Capital Management | 838 | $232.1K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 837 | $232.0K | 0.02% | +79+10.4% | Added |
| Angeles Investment Advisors, LLC | 834 | $231.0K | 0.01% | +834 | New |
| Aaron Wealth Advisors | 824 | $228.2K | 0.03% | −1−0.1% | Reduced |
| Platform Technology Partners | 819 | $226.8K | 0.08% | +819 | New |
| Harbor Investment Advisory, LLC | 818 | $226.5K | 0.02% | +1+0.1% | Added |
| Madison Wealth Partners, Inc | 818 | $226.4K | 0.08% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 817 | $226.3K | 0.01% | −18−2.2% | Reduced |
| Morningstar Investment Management LLC | 817 | $226.0K | 0.02% | 00.0% | Unchanged |
| JB Capital LLC | 815 | $225.8K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 809 | $224.0K | 0.04% | −6−0.7% | Reduced |
| Tennessee Valley Asset Management Partners | 806 | $223.2K | 0.04% | +1+0.1% | Added |
| Golden State Equity Partners | 804 | $222.7K | 0.05% | +804 | New |
| Capital Investment Advisory Services, LLC | 803 | $222.3K | 0.02% | +18+2.3% | Added |
| Clearbridge Investments, LLC | 800 | $221.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 799 | $221.2K | 0.02% | +1+0.1% | Added |
| Red Door Wealth Management, LLC | 794 | $219.9K | 0.04% | −55−6.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 791 | $219.1K | 0.13% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 787 | $218.1K | 0.10% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 787 | $217.9K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 785 | $217.5K | 0.02% | +785 | New |
| Keel Point, LLC | 740 | $215.8K | 0.02% | +7+1.0% | Added |
| Fairscale Capital, LLC | 717 | $214.7K | 0.19% | +717 | New |
| American Trust Investment Advisors, LLC | 772 | $213.8K | 0.10% | 00.0% | Unchanged |
| Adirondack Trust Co | 770 | $213.2K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 763 | $211.3K | 0.02% | +3+0.4% | Added |
| Vise Technologies, Inc. | 762 | $211.0K | 0.04% | +762 | New |
| Asset Allocation & Management Company, LLC | 763 | $211.0K | 0.14% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 761 | $210.7K | 0.03% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 782 | $209.0K | 0.21% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 740 | $204.9K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 738 | $204.6K | 0.01% | −24−3.1% | Reduced |
| Valmark Advisers, Inc. | 738 | $204.4K | 0.00% | +47+6.8% | Added |
| Evermay Wealth Management LLC | 737 | $204.1K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 730 | $202.2K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 730 | $202.2K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 730 | $202.2K | 0.03% | +725+14,500.0% | Added |
| Columbia Asset Management | 725 | $201.0K | 0.04% | +725 | New |
| Eqis Capital Management, Inc. | 725 | $200.8K | 0.02% | +725 | New |
| XTX Topco Ltd | 725 | $200.8K | 0.02% | −3,177−81.4% | Reduced |
| EverSource Wealth Advisors, LLC | 676 | $197.3K | 0.01% | +11+1.7% | Added |
| MCF Advisors LLC | 701 | $194.2K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 690 | $191.1K | 0.18% | +690 | New |
| Sentry Investment Management LLC | 686 | $190.0K | 0.08% | −140−16.9% | Reduced |
| Capital Analysts, LLC | 672 | $186.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 661 | $183.1K | 0.09% | +541+450.8% | Added |
| Cape Investment Advisory, Inc. | 650 | $180.0K | 0.08% | 00.0% | Unchanged |
| Union Savings Bank | 646 | $178.9K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 618 | $171.3K | 0.01% | −340−35.5% | Reduced |
| Quent Capital, LLC | 606 | $167.8K | 0.02% | +3+0.5% | Added |
| Ci Investments Inc. | 603 | $167.0K | 0.00% | −20−3.2% | Reduced |
| Redwood Wealth Management Group, LLC | 593 | $164.2K | 0.12% | +593 | New |
| State of Wyoming | 574 | $159.0K | 0.03% | +341+146.4% | Added |
| Crewe Advisors LLC | 570 | $157.9K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 560 | $155.1K | 0.00% | −2−0.4% | Reduced |
| SWS Partners | 531 | $147.1K | 0.04% | +531 | New |
| AdvisorNet Financial, Inc | 528 | $146.2K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 500 | $138.5K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 498 | $137.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 478 | $132.4K | 0.07% | −40−7.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 474 | $131.3K | 0.04% | +2+0.4% | Added |
| Compass Wealth Management LLC | 469 | $129.9K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 461 | $127.7K | 0.05% | −45−8.9% | Reduced |
| Colonial Trust Co | 448 | $124.1K | 0.02% | −62−12.2% | Reduced |
| Baldwin Brothers Inc | 448 | $124.1K | 0.01% | +9+2.1% | Added |
| Cromwell Holdings LLC | 441 | $122.1K | 0.07% | +441 | New |
| Motco | 435 | $120.5K | 0.01% | −24,695−98.3% | Reduced |
| Pinnacle Financial Partners Inc | 400 | $117.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 411 | $113.8K | 0.01% | −21−4.9% | Reduced |