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 |
|---|---|---|---|---|---|
| Jacksonville Wealth Management, LLC | 851 | $296.6K | 0.28% | +851 | New |
| Valmark Advisers, Inc. | 854 | $297.7K | 0.00% | +148+21.0% | Added |
| Sargent Investment Group, LLC | 829 | $299.3K | 0.05% | +829 | New |
| David Loasby | 844 | $299.5K | 0.03% | +10+1.2% | Added |
| Wilkinson Global Asset Management LLC | 860 | $299.8K | 0.02% | 00.0% | Unchanged |
| Greenfield Savings Bank | 863 | $300.8K | 0.14% | −6−0.7% | Reduced |
| First Business Financial Services, Inc. | 864 | $301.2K | 0.03% | −40−4.4% | Reduced |
| Balboa Wealth Partners | 880 | $306.7K | 0.07% | −160−15.4% | Reduced |
| Florida Financial Advisors, LLC | 881 | $307.1K | 0.14% | −523−37.3% | Reduced |
| Howard Capital Management Inc. | 885 | $308.5K | 0.00% | +45+5.4% | Added |
| Pensionmark Financial Group, LLC | 885 | $308.5K | 0.01% | +885 | New |
| L.M. Kohn & Company | 886 | $308.9K | 0.08% | +13+1.5% | Added |
| Kathmere Capital Management, LLC | 896 | $312.2K | 0.03% | +157+21.2% | Added |
| Fortune Financial Advisors, LLC | 897 | $312.5K | 0.28% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 900 | $313.7K | 0.01% | −773−46.2% | Reduced |
| Optimum Investment Advisors | 900 | $313.7K | 0.14% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 901 | $314.1K | 0.12% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 906 | $315.9K | 0.01% | +906 | New |
| Centiva Capital, LP | 908 | $316.5K | 0.01% | +274+43.2% | Added |
| Howland Capital Management LLC | 910 | $317.2K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 911 | $317.4K | 0.03% | +21+2.4% | Added |
| Sovereign Financial Group, Inc. | 913 | $318.3K | 0.07% | −2−0.2% | Reduced |
| Horrell Capital Management, Inc. | 916 | $319.0K | 0.09% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 918 | $320.0K | 0.01% | +40+4.6% | Added |
| Legacy Private Trust Co. | 920 | $320.7K | 0.02% | −10−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 923 | $321.8K | 0.01% | −23−2.4% | Reduced |
| Cortland Associates Inc | 923 | $322.0K | 0.04% | +4+0.4% | Added |
| Morris Financial Concepts, Inc. | 924 | $322.1K | 0.14% | +17+1.9% | Added |
| Cary Street Partners Financial LLC | 924 | $322.1K | 0.01% | +924 | New |
| Equitable Trust Co | 925 | $322.5K | 0.02% | +5+0.5% | Added |
| Avantax Planning Partners, Inc. | 934 | $325.6K | 0.01% | +12+1.3% | Added |
| SFMG, LLC | 938 | $327.0K | 0.03% | +938 | New |
| Regal Investment Advisors LLC | 942 | $328.4K | 0.02% | +10+1.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 944 | $329.2K | 0.04% | +2+0.2% | Added |
| Colonial Trust Advisors | 950 | $331.2K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 957 | $334.0K | 0.01% | −1,680−63.7% | Reduced |
| Simon Quick Advisors, LLC | 958 | $334.1K | 0.02% | +106+12.4% | Added |
| Keebeck Wealth Management, LLC | 960 | $334.7K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 965 | $336.4K | 0.02% | −182−15.9% | Reduced |
| Change Path, LLC | 966 | $336.7K | 0.01% | +54+5.9% | Added |
| Baker Boyer National Bank | 971 | $338.5K | 0.12% | −44−4.3% | Reduced |
| SeaCrest Wealth Management, LLC | 974 | $339.7K | 0.04% | +56+6.1% | Added |
| Live Oak Private Wealth LLC | 975 | $339.9K | 0.06% | −51−5.0% | Reduced |
| Zhang Financial LLC | 975 | $340.0K | 0.02% | +8+0.8% | Added |
| BNP Paribas | 982 | $342.3K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 985 | $343.4K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 989 | $344.0K | 0.01% | +92+10.3% | Added |
| Avestar Capital, LLC | 987 | $344.1K | 0.03% | +31+3.2% | Added |
| Manchester Capital Management LLC | 987 | $344.1K | 0.04% | −1−0.1% | Reduced |
| Quad-Cities Investment Group, LLC | 989 | $344.7K | 0.17% | +1+0.1% | Added |
| Covenant Partners, LLC | 994 | $346.5K | 0.11% | −168−14.5% | Reduced |
| Waterfront Wealth Inc. | 994 | $346.6K | 0.08% | −50−4.8% | Reduced |
| Aigen Investment Management, LP | 998 | $347.9K | 0.06% | +998 | New |
| Northeast Financial Consultants Inc | 1,000 | $348.6K | 0.01% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,000 | $348.6K | 0.02% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1,000 | $348.6K | 0.16% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,000 | $348.6K | 0.25% | 00.0% | Unchanged |
| Chris Bulman Inc | 1,000 | $348.6K | 0.22% | −9−0.9% | Reduced |
| Summit Financial, LLC | 1,001 | $348.9K | 0.01% | +106+11.8% | Added |
| Jamison Private Wealth Management, Inc. | 1,002 | $349.2K | 0.05% | +14+1.4% | Added |
| Fulcrum Capital LLC | 1,002 | $349.3K | 0.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,004 | $350.0K | 0.04% | 00.0% | Unchanged |
| Twin Capital Management Inc | 1,010 | $352.1K | 0.04% | −24−2.3% | Reduced |
| Wealth Effects LLC | 1,011 | $352.3K | 0.13% | 00.0% | Unchanged |
| Groupe la Francaise | 1,018 | $355.0K | 0.01% | +1,018 | New |
| Golden State Wealth Management, LLC | 1,018 | $355.1K | 0.05% | +1,018 | New |
| Sound View Wealth Advisors Group, LLC | 1,021 | $356.1K | 0.03% | −2−0.2% | Reduced |
| Verus Capital Partners, LLC | 1,037 | $361.5K | 0.03% | −75−6.7% | Reduced |
| Good Life Advisors, LLC | 1,044 | $363.8K | 0.03% | −93−8.2% | Reduced |
| Dover Advisors, LLC | 1,050 | $366.0K | 0.21% | −35−3.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,050 | $366.0K | 0.09% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,050 | $366.0K | 0.06% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 1,050 | $366.0K | 0.12% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,050 | $366.0K | 0.19% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 1,054 | $367.4K | 0.07% | −18−1.7% | Reduced |
| Marco Investment Management LLC | 1,055 | $367.8K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,056 | $368.1K | 0.01% | +124+13.3% | Added |
| Perfromance Wealth Partners, LLC | 1,056 | $368.1K | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 1,064 | $370.9K | 0.03% | +25+2.4% | Added |
| LCNB Corp | 1,067 | $372.0K | 0.14% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,066 | $372.0K | 0.05% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,022 | $372.2K | 0.09% | +1,022 | New |
| First Financial Bankshares Inc | 1,068 | $372.3K | 0.01% | +13+1.2% | Added |
| Ballast Advisors LLC | 1,069 | $372.7K | 0.11% | −250−19.0% | Reduced |
| Halter Ferguson Financial Inc. | 1,074 | $374.4K | 0.16% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 1,079 | $376.1K | 0.07% | +1,079 | New |
| Keystone Wealth Services, LLC | 1,079 | $376.1K | 0.10% | +4+0.4% | Added |
| Sage Mountain Advisors LLC | 1,080 | $376.6K | 0.03% | +122+12.7% | Added |
| Missouri Trust & Investment Co | 1,090 | $380.0K | 0.13% | +40+3.8% | Added |
| Carr Financial Group Corp | 1,095 | $381.7K | 0.12% | −97−8.1% | Reduced |
| First PREMIER Bank | 1,098 | $383.0K | 0.10% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,100 | $383.5K | 0.04% | +32+3.0% | Added |
| LexAurum Advisors, LLC | 1,111 | $387.2K | 0.08% | +56+5.3% | Added |
| BLB&B Advisors, LLC | 1,111 | $387.3K | 0.02% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,112 | $387.6K | 0.04% | 00.0% | Unchanged |
| Sky Investment Group LLC | 1,113 | $388.0K | 0.07% | 00.0% | Unchanged |
| Farmers Trust Co | 1,113 | $388.0K | 0.07% | +4+0.4% | Added |
| Cohen & Steers, Inc. | 1,117 | $389.0K | 0.00% | +56+5.3% | Added |
| Cornerstone Select Advisors, LLC | 1,116 | $389.0K | 0.38% | +1,116 | New |
| Cutler Investment Counsel LLC | 1,117 | $389.3K | 0.05% | −25−2.2% | Reduced |