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 2024
Institutional positions in Cummins Inc as of Dec 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
- 1,558
- +151 vs. Q3 2024
- Shares held
- 116.4M
- −2.23M (−1.9%) vs. Q3 2024
- Total value
- $40.6B
- +$3.21B (+8.6%) vs. Q3 2024
- New holders
- 236
- 508 more added
- Sold out
- 85
- 552 more reduced
27 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 650 | $226.6K | 0.09% | 00.0% | Unchanged |
| Optas, LLC | 651 | $226.9K | 0.05% | −15−2.3% | Reduced |
| Valley National Advisers Inc | 652 | $227.0K | 0.04% | −84−11.4% | Reduced |
| Betterment LLC | 650 | $227.0K | 0.00% | +5+0.8% | Added |
| Adirondack Trust Co | 652 | $227.3K | 0.09% | −6−0.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 655 | $228.0K | 0.10% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 655 | $228.3K | 0.04% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 655 | $228.3K | 0.16% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 657 | $229.0K | 0.02% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 658 | $229.4K | 0.12% | −8−1.2% | Reduced |
| One Capital Management, LLC | 660 | $230.1K | 0.01% | −22−3.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 660 | $230.1K | 0.03% | 00.0% | Unchanged |
| Alpha Family Trust | 661 | $230.4K | 0.13% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 663 | $231.1K | 0.07% | +66+11.1% | Added |
| Soltis Investment Advisors LLC | 666 | $232.2K | 0.02% | +46+7.4% | Added |
| Advyzon Investment Management, LLC | 666 | $232.2K | 0.09% | +666 | New |
| Colonial Trust Co | 669 | $233.2K | 0.03% | +220+49.0% | Added |
| Commerzbank Aktiengesellschaft | 671 | $234.0K | 0.01% | +671 | New |
| Cohen Capital Management, Inc. | 675 | $235.3K | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 677 | $236.0K | 0.01% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 679 | $236.7K | 0.04% | +679 | New |
| Bridges Investment Management Inc | 680 | $237.0K | 0.00% | +680 | New |
| CRA Financial Services, LLC | 685 | $238.8K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 686 | $239.4K | 0.04% | +3+0.4% | Added |
| Catalyst Financial Partners LLC | 689 | $240.2K | 0.05% | +20+3.0% | Added |
| SIMA Wealth Partners, LLC | 690 | $240.5K | 0.20% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 691 | $241.0K | 0.06% | +691 | New |
| Spire Wealth Management | 694 | $241.8K | 0.01% | +26+3.9% | Added |
| AdvisorNet Financial, Inc | 700 | $244.0K | 0.02% | −4−0.6% | Reduced |
| Uhlmann Price Securities, LLC | 700 | $244.0K | 0.18% | 00.0% | Unchanged |
| Agp Franklin, LLC | 700 | $244.0K | 0.15% | +700 | New |
| Destination Wealth Management | 701 | $244.4K | 0.01% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 701 | $244.4K | 0.07% | +701 | New |
| Bristlecone Advisors, LLC | 703 | $245.1K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 709 | $247.1K | 0.03% | +75+11.8% | Added |
| Poinciana Advisors Group, LLC | 709 | $247.2K | 0.25% | +709 | New |
| Wall Street Access Asset Management, LLC | 710 | $247.5K | 0.09% | +10+1.4% | Added |
| Advisory Alpha, LLC | 715 | $249.3K | 0.01% | −14−1.9% | Reduced |
| Deseret Mutual Benefit Administrators | 716 | $249.6K | 0.12% | +174+32.1% | Added |
| Fairscale Capital, LLC | 717 | $249.9K | 0.22% | 00.0% | Unchanged |
| Old North State Trust, LLC | 718 | $250.0K | 0.16% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 726 | $253.1K | 0.01% | +84+13.1% | Added |
| Geller Advisors LLC | 727 | $253.4K | 0.02% | +1+0.1% | Added |
| Park National Corp | 728 | $253.8K | 0.01% | +2+0.3% | Added |
| Pettyjohn, Wood & White, Inc | 730 | $254.5K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 730 | $254.6K | 0.03% | −1,149−61.1% | Reduced |
| Kanawha Capital Management LLC | 730 | $254.6K | 0.02% | −100−12.0% | Reduced |
| MCF Advisors LLC | 731 | $255.0K | 0.02% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 732 | $255.2K | 0.02% | −9−1.2% | Reduced |
| Ramirez Asset Management, Inc. | 740 | $258.0K | 0.05% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 742 | $258.7K | 0.11% | −30−3.9% | Reduced |
| Fort Washington Investment Advisors Inc | 753 | $262.5K | 0.00% | −34−4.3% | Reduced |
| Clark Capital Management Group, Inc. | 753 | $262.5K | 0.00% | +753 | New |
| NewEdge Wealth, LLC | 753 | $262.5K | 0.00% | +753 | New |
| Angeles Investment Advisors, LLC | 757 | $263.9K | 0.01% | −77−9.2% | Reduced |
| Lakeview Capital Partners, LLC | 759 | $264.6K | 0.06% | −281−27.0% | Reduced |
| Avidian Wealth Solutions, LLC | 761 | $265.4K | 0.01% | +52+7.3% | Added |
| Asset Allocation & Management Company, LLC | 763 | $266.0K | 0.15% | 00.0% | Unchanged |
| Choate Investment Advisors | 768 | $267.7K | 0.01% | +88+12.9% | Added |
| River Wealth Advisors LLC | 769 | $268.1K | 0.04% | 00.0% | Unchanged |
| Capital City Trust Co | 770 | $268.4K | 0.07% | +96+14.2% | Added |
| FourThought Financial Partners, LLC | 773 | $269.5K | 0.03% | +773 | New |
| STAR Financial Bank | 775 | $270.2K | 0.19% | −340−30.5% | Reduced |
| Central Pacific Bank - Trust Division | 776 | $270.5K | 0.04% | −158−16.9% | Reduced |
| PDS Planning, Inc | 778 | $271.2K | 0.02% | +9+1.2% | Added |
| Capital Analysts, LLC | 781 | $272.0K | 0.01% | +108+16.0% | Added |
| NorthRock Partners, LLC | 784 | $273.3K | 0.01% | +55+7.5% | Added |
| Shelton Capital Management | 788 | $274.7K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 789 | $275.2K | 0.00% | +789 | New |
| Zullo Investment Group, Inc. | 790 | $275.5K | 0.11% | +2+0.3% | Added |
| Krane Funds Advisors LLC | 791 | $275.7K | 0.01% | −93−10.5% | Reduced |
| Red Door Wealth Management, LLC | 794 | $276.8K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 795 | $277.2K | 0.16% | −141−15.1% | Reduced |
| Texas Bank & Trust Co | 798 | $278.2K | 0.11% | +798 | New |
| Anchor Investment Management, LLC | 800 | $278.8K | 0.03% | +1+0.1% | Added |
| Clearbridge Investments, LLC | 800 | $278.9K | 0.00% | −52−6.1% | Reduced |
| Cherokee Insurance Co | 800 | $278.9K | 0.13% | +800 | New |
| Capital Investment Advisory Services, LLC | 803 | $279.8K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 807 | $281.0K | 0.02% | −20−2.4% | Reduced |
| Tennessee Valley Asset Management Partners | 807 | $281.3K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 810 | $282.4K | 0.04% | +810 | New |
| Davis R M Inc | 816 | $284.5K | 0.01% | +816 | New |
| Harbor Investment Advisory, LLC | 817 | $284.8K | 0.03% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 818 | $285.2K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 819 | $285.7K | 0.00% | +99+13.8% | Added |
| Banco Santander, S.A. | 822 | $286.5K | 0.00% | −2,866−77.7% | Reduced |
| Platform Technology Partners | 822 | $286.7K | 0.09% | +1+0.1% | Added |
| Provident Investment Management, Inc. | 823 | $286.9K | 0.03% | −80−8.9% | Reduced |
| Bullock Wealth Management Group | 823 | $286.9K | 0.17% | −43−5.0% | Reduced |
| JB Capital LLC | 828 | $288.7K | 0.02% | −57−6.4% | Reduced |
| Archford Capital Strategies, LLC | 833 | $290.4K | 0.04% | −78−8.6% | Reduced |
| Ronald Blue Trust, Inc. | 834 | $290.6K | 0.00% | −696−45.5% | Reduced |
| Morningstar Investment Management LLC | 837 | $292.0K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 839 | $292.4K | 0.06% | +839 | New |
| Wescott Financial Advisory Group, LLC | 841 | $293.3K | 0.03% | +26+3.2% | Added |
| Waddell & Associates, LLC | 842 | $293.5K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 842 | $293.5K | 0.03% | +842 | New |
| Severin Investments, LLC | 843 | $293.8K | 0.29% | +843 | New |
| Atlanta Consulting Group Advisors, LLC | 850 | $296.3K | 0.11% | −6−0.7% | Reduced |
| Mystic Asset Management, Inc. | 850 | $296.3K | 0.08% | +850 | New |