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, Q3 2024
Institutional positions in Cummins Inc as of Sep 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
- 1,434
- +54 vs. Q2 2024
- Shares held
- 119.1M
- +15.1M (+14.5%) vs. Q2 2024
- Total value
- $37.5B
- +$8.73B (+30.3%) vs. Q2 2024
- New holders
- 153
- 523 more added
- Sold out
- 99
- 513 more reduced
15 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,113 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 787 | $254.8K | 0.00% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 783 | $255.0K | 0.16% | +1+0.1% | Added |
| Shelton Capital Management | 788 | $255.1K | 0.01% | −50−6.0% | Reduced |
| Zullo Investment Group, Inc. | 788 | $255.2K | 0.11% | +1+0.1% | Added |
| 9258 Wealth Management, LLC | 791 | $256.1K | 0.04% | −68−7.9% | Reduced |
| Red Door Wealth Management, LLC | 794 | $257.1K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 799 | $258.8K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 803 | $259.9K | 0.02% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 807 | $261.2K | 0.04% | +1+0.1% | Added |
| Mma Asset Management LLC | 1,145 | $261.6K | 0.07% | +1,145 | New |
| Wescott Financial Advisory Group, LLC | 815 | $263.9K | 0.03% | −25−3.0% | Reduced |
| Congress Wealth Management LLC | 815 | $264.0K | 0.00% | +815 | New |
| Wintrust Investments LLC | 815 | $264.0K | 0.20% | −7,430−90.1% | Reduced |
| Harbor Investment Advisory, LLC | 817 | $264.5K | 0.03% | −1−0.1% | Reduced |
| Madison Wealth Partners, Inc | 818 | $264.8K | 0.08% | 00.0% | Unchanged |
| Platform Technology Partners | 821 | $265.8K | 0.08% | +2+0.2% | Added |
| Inscription Capital, LLC | 827 | $267.8K | 0.04% | +827 | New |
| Centaurus Financial, Inc. | 827 | $268.0K | 0.02% | −10−1.2% | Reduced |
| Kanawha Capital Management LLC | 830 | $268.8K | 0.02% | −23−2.7% | Reduced |
| Angeles Investment Advisors, LLC | 834 | $270.0K | 0.01% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 840 | $272.0K | 0.00% | +840 | New |
| Waddell & Associates, LLC | 842 | $272.6K | 0.03% | 00.0% | Unchanged |
| David Loasby | 834 | $273.0K | 0.03% | −50−5.7% | Reduced |
| Clearbridge Investments, LLC | 852 | $275.9K | 0.00% | +52+6.5% | Added |
| Simon Quick Advisors, LLC | 852 | $276.0K | 0.02% | +67+8.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 856 | $277.2K | 0.07% | +6+0.7% | Added |
| Wilkinson Global Asset Management LLC | 860 | $278.5K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 862 | $279.1K | 0.14% | −351−28.9% | Reduced |
| Greenfield Savings Bank | 869 | $281.4K | 0.13% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 866 | $282.5K | 0.17% | −54−5.9% | Reduced |
| L.M. Kohn & Company | 873 | $282.7K | 0.07% | +3+0.3% | Added |
| Morningstar Investment Management LLC | 837 | $283.0K | 0.03% | +20+2.4% | Added |
| Krane Funds Advisors LLC | 884 | $286.2K | 0.01% | +17+2.0% | Added |
| JB Capital LLC | 885 | $286.8K | 0.02% | +70+8.6% | Added |
| Pinebridge Investments, L.P. | 886 | $286.9K | 0.00% | −1,411−61.4% | Reduced |
| Penserra Capital Management LLC | 897 | $288.0K | 0.01% | −4−0.4% | Reduced |
| Summit Financial, LLC | 895 | $289.8K | 0.01% | −50−5.3% | Reduced |
| Fortune Financial Advisors, LLC | 897 | $290.3K | 0.26% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 890 | $290.3K | 0.03% | +36+4.2% | Added |
| Optimum Investment Advisors | 900 | $291.4K | 0.13% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 901 | $291.7K | 0.10% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 878 | $291.9K | 0.01% | +878 | New |
| Provident Investment Management, Inc. | 903 | $292.4K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 904 | $292.7K | 0.03% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 907 | $293.7K | 0.13% | +907 | New |
| Howland Capital Management LLC | 910 | $294.6K | 0.01% | −45−4.7% | Reduced |
| Change Path, LLC | 912 | $295.3K | 0.01% | +912 | New |
| Sovereign Financial Group, Inc. | 915 | $296.3K | 0.07% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 916 | $297.0K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 918 | $297.3K | 0.03% | −6−0.6% | Reduced |
| Equitable Trust Co | 920 | $297.9K | 0.02% | +32+3.6% | Added |
| Cortland Associates Inc | 919 | $298.0K | 0.04% | +5+0.5% | Added |
| Avantax Planning Partners, Inc. | 922 | $298.5K | 0.01% | −1,025−52.6% | Reduced |
| Legacy Private Trust Co. | 930 | $301.1K | 0.02% | −5−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 932 | $301.8K | 0.01% | +43+4.8% | Added |
| Regal Investment Advisors LLC | 932 | $301.8K | 0.02% | −294−24.0% | Reduced |
| Prio Wealth Limited Partnership | 932 | $301.8K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 933 | $302.1K | 0.08% | −30−3.1% | Reduced |
| Central Pacific Bank - Trust Division | 934 | $302.4K | 0.04% | +47+5.3% | Added |
| DRW Securities, LLC | 935 | $302.7K | 0.02% | +935 | New |
| First Affirmative Financial Network | 936 | $303.0K | 0.17% | −240−20.4% | Reduced |
| Diversify Advisory Services, LLC | 922 | $304.9K | 0.02% | −734−44.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 942 | $305.0K | 0.04% | +1+0.1% | Added |
| Freestone Capital Holdings, LLC | 946 | $306.3K | 0.01% | +129+15.8% | Added |
| Colonial Trust Advisors | 950 | $307.6K | 0.03% | +100+11.8% | Added |
| Claro Advisors LLC | 952 | $308.1K | 0.04% | +952 | New |
| Archford Capital Strategies, LLC | 911 | $308.4K | 0.05% | −40−4.2% | Reduced |
| Avestar Capital, LLC | 956 | $309.5K | 0.03% | +53+5.9% | Added |
| Sage Mountain Advisors LLC | 958 | $310.3K | 0.03% | +120+14.3% | Added |
| Keebeck Wealth Management, LLC | 960 | $310.8K | 0.05% | 00.0% | Unchanged |
| Zhang Financial LLC | 967 | $313.2K | 0.02% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 968 | $313.4K | 0.32% | −839−46.4% | Reduced |
| BNP Paribas | 982 | $318.0K | 0.01% | +50+5.4% | Added |
| Perigon Wealth Management, LLC | 982 | $318.0K | 0.01% | +13+1.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 985 | $318.9K | 0.12% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 988 | $319.8K | 0.05% | +596+152.0% | Added |
| Quad-Cities Investment Group, LLC | 988 | $319.8K | 0.16% | +2+0.2% | Added |
| Manchester Capital Management LLC | 988 | $319.9K | 0.04% | +48+5.1% | Added |
| Northeast Financial Consultants Inc | 1,000 | $323.8K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1,000 | $323.8K | 0.14% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,000 | $323.8K | 0.22% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,000 | $323.8K | 0.02% | +1,000 | New |
| Fulcrum Capital LLC | 1,002 | $324.4K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,004 | $325.1K | 0.04% | +3+0.3% | Added |
| Ashton Thomas Private Wealth, LLC | 1,006 | $325.7K | 0.02% | −55−5.2% | Reduced |
| Chris Bulman Inc | 1,009 | $326.7K | 0.22% | +11+1.1% | Added |
| Wealth Effects LLC | 1,011 | $327.2K | 0.11% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,015 | $328.6K | 0.11% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,020 | $330.3K | 0.01% | +3+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,023 | $331.4K | 0.03% | +6+0.6% | Added |
| Live Oak Private Wealth LLC | 1,026 | $332.2K | 0.05% | +14+1.4% | Added |
| LMR Partners LLP | 1,027 | $332.5K | 0.01% | −2,607−71.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,033 | $334.5K | 0.05% | 00.0% | Unchanged |
| Twin Capital Management Inc | 1,034 | $334.8K | 0.04% | −23−2.2% | Reduced |
| Angeles Wealth Management, LLC | 1,037 | $335.8K | 0.03% | +3+0.3% | Added |
| Cyndeo Wealth Partners, LLC | 1,039 | $336.4K | 0.02% | +2+0.2% | Added |
| Balboa Wealth Partners | 1,040 | $336.9K | 0.08% | +1,040 | New |
| Lakeview Capital Partners, LLC | 1,040 | $337.0K | 0.05% | −121−10.4% | Reduced |
| Missouri Trust & Investment Co | 1,050 | $340.0K | 0.12% | −10−0.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,050 | $340.0K | 0.08% | 00.0% | Unchanged |