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, Q1 2025
Institutional positions in Cummins Inc as of Mar 31, 2025. 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
- 1,572
- +39 vs. Q4 2024
- Shares held
- 116.9M
- +1.16M (+1.0%) vs. Q4 2024
- Total value
- $36.6B
- −$3.76B (−9.3%) vs. Q4 2024
- New holders
- 172
- 615 more added
- Sold out
- 133
- 532 more reduced
25 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 713 | $223.6K | 0.01% | −2−0.3% | Reduced |
| AdvisorNet Financial, Inc | 715 | $224.1K | 0.02% | +15+2.1% | Added |
| Catalyst Financial Partners LLC | 715 | $224.1K | 0.04% | +26+3.8% | Added |
| STAR Financial Bank | 717 | $224.7K | 0.16% | −58−7.5% | Reduced |
| Fairscale Capital, LLC | 717 | $224.7K | 0.20% | 00.0% | Unchanged |
| Platform Technology Partners | 718 | $224.9K | 0.07% | −104−12.7% | Reduced |
| Kanawha Capital Management LLC | 721 | $225.9K | 0.02% | −9−1.2% | Reduced |
| Swisher Financial Concepts, Inc. | 721 | $226.0K | 0.19% | +721 | New |
| River Wealth Advisors LLC | 726 | $227.6K | 0.03% | −43−5.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 730 | $228.8K | 0.04% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 731 | $229.0K | 0.05% | +731 | New |
| Avestar Capital, LLC | 732 | $229.4K | 0.02% | −255−25.8% | Reduced |
| Park National Corp | 732 | $229.4K | 0.01% | +4+0.5% | Added |
| Western Wealth Management, LLC | 739 | $231.6K | 0.02% | −2,350−76.1% | Reduced |
| Ramirez Asset Management, Inc. | 740 | $231.9K | 0.05% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 742 | $232.6K | 0.10% | 00.0% | Unchanged |
| Ballast Advisors LLC | 744 | $233.2K | 0.07% | −325−30.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 746 | $233.8K | 0.04% | +746 | New |
| Sendero Wealth Management, LLC | 746 | $233.8K | 0.03% | +746 | New |
| Optas, LLC | 749 | $234.8K | 0.04% | +98+15.1% | Added |
| Alta Advisers Ltd | 749 | $234.8K | 0.10% | +749 | New |
| Avidian Wealth Solutions, LLC | 753 | $236.1K | 0.01% | −8−1.1% | Reduced |
| Prelude Capital Management, LLC | 756 | $237.0K | 0.02% | −700−48.1% | Reduced |
| Choate Investment Advisors | 759 | $237.9K | 0.01% | −9−1.2% | Reduced |
| Asset Allocation & Management Company, LLC | 763 | $239.0K | 0.12% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 765 | $239.8K | 0.02% | +765 | New |
| Shelton Capital Management | 767 | $240.4K | 0.01% | −21−2.7% | Reduced |
| Howard Capital Management Inc. | 768 | $240.7K | 0.01% | −117−13.2% | Reduced |
| Capital City Trust Co | 770 | $241.3K | 0.07% | 00.0% | Unchanged |
| Spinnaker Trust | 770 | $241.3K | 0.02% | +770 | New |
| Robertson Stephens Wealth Management, LLC | 774 | $242.9K | 0.01% | −132−14.6% | Reduced |
| Zullo Investment Group, Inc. | 775 | $243.2K | 0.10% | −15−1.9% | Reduced |
| Krane Funds Advisors LLC | 778 | $243.9K | 0.01% | −13−1.6% | Reduced |
| Capital Analysts, LLC | 783 | $245.0K | 0.01% | +2+0.3% | Added |
| Red Door Wealth Management, LLC | 785 | $246.1K | 0.04% | −9−1.1% | Reduced |
| Advisors Capital Management, LLC | 794 | $249.2K | 0.00% | +5+0.6% | Added |
| Equitable Trust Co | 795 | $249.2K | 0.01% | −130−14.1% | Reduced |
| Hudock, Inc. | 796 | $249.6K | 0.04% | +110+16.0% | Added |
| Baker Avenue Asset Management, LP | 797 | $249.7K | 0.01% | +797 | New |
| Old North State Trust, LLC | 718 | $250.0K | 0.16% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 798 | $250.1K | 0.11% | 00.0% | Unchanged |
| AIA Group Ltd | 799 | $250.4K | 0.01% | +799 | New |
| Clearbridge Investments, LLC | 800 | $250.8K | 0.00% | 00.0% | Unchanged |
| Cherokee Insurance Co | 800 | $250.8K | 0.11% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 800 | $250.8K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 803 | $251.7K | 0.01% | +102+14.6% | Added |
| Wilkinson Global Asset Management LLC | 805 | $252.3K | 0.02% | −55−6.4% | Reduced |
| FourThought Financial Partners, LLC | 806 | $252.7K | 0.03% | +33+4.3% | Added |
| Tennessee Valley Asset Management Partners | 807 | $253.1K | 0.04% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 808 | $253.3K | 0.12% | +808 | New |
| Bridges Investment Management Inc | 810 | $253.9K | 0.00% | +130+19.1% | Added |
| Central Pacific Bank - Trust Division | 815 | $255.5K | 0.04% | +39+5.0% | Added |
| Harbor Investment Advisory, LLC | 817 | $256.1K | 0.02% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 819 | $256.6K | 0.06% | +1+0.1% | Added |
| Valmark Advisers, Inc. | 820 | $257.0K | 0.00% | −34−4.0% | Reduced |
| Fort Washington Investment Advisors Inc | 821 | $257.3K | 0.00% | +68+9.0% | Added |
| Inceptionr LLC | 821 | $257.3K | 0.08% | +821 | New |
| Avantax Planning Partners, Inc. | 823 | $258.0K | 0.01% | −111−11.9% | Reduced |
| L.M. Kohn & Company | 823 | $258.0K | 0.07% | −63−7.1% | Reduced |
| First Business Financial Services, Inc. | 824 | $258.3K | 0.03% | −40−4.6% | Reduced |
| JB Capital LLC | 830 | $260.3K | 0.01% | +2+0.2% | Added |
| Wescott Financial Advisory Group, LLC | 831 | $260.5K | 0.03% | −10−1.2% | Reduced |
| Archford Capital Strategies, LLC | 833 | $261.1K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 834 | $261.4K | 0.12% | +816+4,533.3% | Added |
| Capital Investment Advisory Services, LLC | 836 | $261.9K | 0.02% | +33+4.1% | Added |
| Jacksonville Wealth Management, LLC | 838 | $262.6K | 0.26% | −13−1.5% | Reduced |
| WealthBridge Capital Management, LLC | 838 | $262.7K | 0.07% | +838 | New |
| Stoneridge Investment Partners LLC | 838 | $263.0K | 0.22% | −1,039−55.4% | Reduced |
| Waddell & Associates, LLC | 842 | $263.9K | 0.03% | 00.0% | Unchanged |
| Camden Capital, LLC | 847 | $265.4K | 0.03% | +138+19.5% | Added |
| ICONIQ Capital, LLC | 849 | $266.1K | 0.00% | +206+32.0% | Added |
| PDS Planning, Inc | 856 | $268.3K | 0.02% | +78+10.0% | Added |
| Greenfield Savings Bank | 863 | $270.5K | 0.13% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 867 | $271.6K | 0.02% | +201+30.2% | Added |
| Severin Investments, LLC | 874 | $273.8K | 0.27% | +31+3.7% | Added |
| Skba Capital Management LLC | 877 | $274.9K | 0.04% | +877 | New |
| Sweeney & Michel, LLC | 1,030 | $275.1K | 0.12% | +1,030 | New |
| NewEdge Wealth, LLC | 881 | $276.2K | 0.01% | +128+17.0% | Added |
| Florida Financial Advisors, LLC | 883 | $276.6K | 0.11% | +2+0.2% | Added |
| Capital Asset Advisory Services LLC | 867 | $277.3K | 0.01% | +230+36.1% | Added |
| Skopos Labs, Inc. | 891 | $279.3K | 0.06% | +228+34.4% | Added |
| Fortune Financial Advisors, LLC | 897 | $281.0K | 0.24% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 897 | $281.2K | 0.03% | +897 | New |
| Cary Street Partners Financial LLC | 898 | $281.5K | 0.01% | −26−2.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 899 | $281.8K | 0.01% | +899 | New |
| Marble Harbor Investment Counsel, LLC | 900 | $282.1K | 0.03% | −400−30.8% | Reduced |
| Optimum Investment Advisors | 900 | $282.1K | 0.13% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 900 | $282.1K | 0.01% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 901 | $282.4K | 0.10% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 903 | $283.0K | 0.10% | −3,127−77.6% | Reduced |
| ISAM Funds (UK) Ltd | 905 | $283.7K | 0.14% | +905 | New |
| Freestone Capital Holdings, LLC | 905 | $283.7K | 0.01% | −18−2.0% | Reduced |
| Howland Capital Management LLC | 910 | $285.2K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 911 | $285.5K | 0.05% | −200−18.0% | Reduced |
| Sovereign Financial Group, Inc. | 914 | $286.5K | 0.07% | +1+0.1% | Added |
| Horrell Capital Management, Inc. | 916 | $287.1K | 0.12% | 00.0% | Unchanged |
| GTS Securities LLC | 918 | $287.7K | 0.01% | +918 | New |
| Legacy Private Trust Co. | 920 | $288.4K | 0.02% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 923 | $289.2K | 0.08% | −156−14.5% | Reduced |
| Kathmere Capital Management, LLC | 926 | $290.2K | 0.02% | +30+3.3% | Added |