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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 2025

Institutional positions in Cummins Inc as of Jun 30, 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
1,565
+13 vs. Q1 2025
Shares held
117.0M
+477.8K (+0.4%) vs. Q1 2025
Total value
$38.3B
+$1.83B (+5.0%) vs. Q1 2025
New holders
125
631 more added
Sold out
112
563 more reduced

20 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,565 institutions
Q1 2021: 1,235 institutionsQ2 2021: 1,229 institutionsQ3 2021: 1,180 institutionsQ4 2021: 1,261 institutionsQ1 2022: 1,228 institutionsQ2 2022: 1,202 institutionsQ3 2022: 1,210 institutionsQ4 2022: 1,285 institutionsQ1 2023: 1,275 institutionsQ2 2023: 1,270 institutionsQ3 2023: 1,237 institutionsQ4 2023: 1,370 institutionsQ1 2024: 1,373 institutionsQ2 2024: 1,395 institutionsQ3 2024: 1,434 institutionsQ4 2024: 1,558 institutionsQ1 2025: 1,572 institutionsQ2 2025: 1,565 institutionsQ3 2025: 1,687 institutionsQ4 2025: 1,880 institutionsQ1 2026: 1,969 institutionsQ2 2026: 2,112 institutions
Value heldQ2 2025: $38.3B
Q1 2021: $30.9BQ2 2021: $28.6BQ3 2021: $26.1BQ4 2021: $24.7BQ1 2022: $23.5BQ2 2022: $22.2BQ3 2022: $23.6BQ4 2022: $28.6BQ1 2023: $28.2BQ2 2023: $28.8BQ3 2023: $27.0BQ4 2023: $28.4BQ1 2024: $34.7BQ2 2024: $32.2BQ3 2024: $37.5BQ4 2024: $40.6BQ1 2025: $36.6BQ2 2025: $38.3BQ3 2025: $49.0BQ4 2025: $60.4BQ1 2026: $62.7BQ2 2026: $83.8B
Institutions holding CMI and their total value by quarter
QuarterHoldersValue
Q2 20262,112$83.8B
Q1 20261,969$62.7B
Q4 20251,880$60.4B
Q3 20251,687$49.0B
Q2 20251,565$38.3B
Q1 20251,572$36.6B
Q4 20241,558$40.6B
Q3 20241,434$37.5B
Q2 20241,395$32.2B
Q1 20241,373$34.7B
Q4 20231,370$28.4B
Q3 20231,237$27.0B
Q2 20231,270$28.8B
Q1 20231,275$28.2B
Q4 20221,285$28.6B
Q3 20221,210$23.6B
Q2 20221,202$22.2B
Q1 20221,228$23.5B
Q4 20211,261$24.7B
Q3 20211,180$26.1B
Q2 20211,229$28.6B
Q1 20211,235$30.9B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q1 2025.

Institutions holding CMI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc17,628,149$5.77B0.09%+344,680+2.0%Added
BlackRock, Inc.12,228,476$4.00B0.08%−333,853−2.7%Reduced
State Street Corp6,539,191$2.14B0.08%+92,073+1.4%Added
Morgan Stanley3,771,594$1.24B0.08%−8,386−0.2%Reduced
Geode Capital Management, LLC3,499,240$1.14B0.08%+43,720+1.3%Added
Fisher Asset Management, LLC3,275,045$1.07B0.43%+142,058+4.5%Added
Price T Rowe Associates Inc2,031,243$665.2M0.08%−490,521−19.5%Reduced
UBS Asset Management Americas Inc1,756,334$575.2M0.12%+121,754+7.4%Added
Northern Trust Corp1,748,914$572.8M0.08%−156,300−8.2%Reduced
Norges Bank1,544,857$505.9M0.06%−58,293−3.6%Reduced
Hotchkis & Wiley Capital Management LLC1,532,738$502.0M1.63%+209,424+15.8%Added
Ameriprise Financial Inc1,530,907$501.4M0.12%−24,179−1.6%Reduced
Dimensional Fund Advisors LP1,529,975$501.1M0.12%+21,064+1.4%Added
First Eagle Investment Management, LLC1,523,048$498.8M1.00%−22,316−1.4%Reduced
Raymond James Financial Inc1,450,651$475.1M0.16%+96,599+7.1%Added
Legal & General Group Plc1,309,895$429.0M0.11%−135,915−9.4%Reduced
FMR LLC1,175,159$384.9M0.02%+71,792+6.5%Added
JPMorgan Chase & Co1,129,870$370.0M0.03%+192,857+20.6%Added
Invesco Ltd.1,124,476$368.3M0.06%−91,480−7.5%Reduced
Royal Bank of Canada1,102,479$361.1M0.07%−53,394−4.6%Reduced
Public Investment Fund1,095,578$358.8M1.98%−543,407−33.2%Reduced
Stifel Financial Corp1,081,260$354.1M0.34%−4,588−0.4%Reduced
Marshfield Associates1,056,059$345.9M7.07%+5,525+0.5%Added
Amundi1,030,767$343.7M0.12%+337,074+48.6%Added
Bank of America Corp1,043,770$341.8M0.03%+64,825+6.6%Added
LSV Asset Management1,024,681$335.6M0.79%−81,254−7.3%Reduced
Bank of New York Mellon Corp962,229$315.1M0.06%−56,236−5.5%Reduced
American Century Companies Inc909,653$297.9M0.16%+528,689+138.8%Added
Principal Financial Group Inc901,194$295.1M0.16%−53,429−5.6%Reduced
Charles Schwab Investment Management Inc898,642$294.3M0.05%+15,531+1.8%Added
UBS Group AG886,654$290.4M0.06%−22,500−2.5%Reduced
Allianz Asset Management GmbH837,694$274.3M0.37%+158,304+23.3%Added
Envestnet Asset Management Inc808,223$264.7M0.08%+37,652+4.9%Added
Barclays PLC696,236$228.0M0.09%+274,342+65.0%Added
HSBC Holdings PLC684,711$224.3M0.14%+43,999+6.9%Added
AQR Capital Management LLC641,578$208.9M0.17%−380,795−37.2%Reduced
Nordea Investment Management AB615,541$200.5M0.19%−172,846−21.9%Reduced
Cincinnati Insurance Co606,400$198.6M3.34%00.0%Unchanged
Goldman Sachs Group Inc602,096$197.2M0.03%−147,353−19.7%Reduced
Neuberger Berman Group LLC600,076$196.5M0.15%+98,901+19.7%Added
Beutel, Goodman & Co Ltd.589,186$193.0M1.10%−17,415−2.9%Reduced
Qube Research & Technologies Ltd585,065$191.6M0.27%+187,826+47.3%Added
Loomis Sayles & Co L P562,745$184.3M0.23%+1,162+0.2%Added
Hamlin Capital Management, LLC542,237$177.6M4.11%+12,624+2.4%Added
Citigroup Inc524,459$171.8M0.12%−23,249−4.2%Reduced
Deutsche Bank AG458,801$150.3M0.06%−9,377−2.0%Reduced
Ontario Teachers Pension Plan Board435,960$142.8M2.95%+427,670+5,158.9%Added
HighTower Advisors, LLC425,743$139.4M0.17%+25,803+6.5%Added
Swiss National Bank416,978$136.6M0.08%+30,000+7.8%Added
Bank of Montreal416,967$136.6M0.07%−15,430−3.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.378,963$124.1M0.08%−6,924−1.8%Reduced
Citadel Advisors LLC377,317$123.6M0.11%+319,156+548.7%Added
Nuveen, LLC370,598$121.4M0.03%+22,461+6.5%Added
LPL Financial LLC358,866$117.5M0.04%+7,086+2.0%Added
Holocene Advisors, LP357,778$117.2M0.29%+98,465+38.0%Added
Parnassus Investments342,038$112.0M0.26%−8,931−2.5%Reduced
Wells Fargo & Company333,962$109.4M0.02%−3,835−1.1%Reduced
Robeco Institutional Asset Management B.V.329,414$107.9M0.17%−107,210−24.6%Reduced
D.A. Davidson & Co.328,674$107.6M0.76%+100,591+44.1%Added
CI Private Wealth, LLC327,405$107.2M0.16%−354−0.1%Reduced
Epoch Investment Partners, Inc.308,736$101.1M0.52%−13,907−4.3%Reduced
DekaBank Deutsche Girozentrale300,506$98.8M0.18%−16,140−5.1%Reduced
Earnest Partners LLC295,422$96.8M0.44%−357−0.1%Reduced
Manufacturers Life Insurance Company, The279,329$91.5M0.08%−7,030−2.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.277,958$91.1M0.07%+17,566+6.7%Added
Rhumbline Advisers272,150$89.1M0.08%−11,372−4.0%Reduced
Macquarie Group Ltd252,258$82.6M0.10%+63,400+33.6%Added
AXA S.A.246,804$80.8M0.23%−11,717−4.5%Reduced
BNP Paribas Arbitrage, SA245,933$80.5M0.06%−84,790−25.6%Reduced
California Public Employees Retirement System245,901$80.5M0.05%+9,658+4.1%Added
National Pension Service230,658$75.5M0.07%+1,570+0.7%Added
Old Republic International Corporation219,500$71.9M2.82%00.0%Unchanged
First Trust Advisors LP217,369$71.2M0.06%+50,947+30.6%Added
Jane Street Group, LLC216,151$70.8M0.11%+69,095+47.0%Added
California State Teachers Retirement System212,386$69.6M0.08%+1,994+0.9%Added
Kames Capital plc210,203$68.8M0.88%−16,959−7.5%Reduced
Victory Capital Management Inc204,117$66.8M0.04%−6,805−3.2%Reduced
Mariner, LLC191,264$62.6M0.09%+8,628+4.7%Added
Clark Capital Management Group, Inc.190,512$62.4M0.43%+17,564+10.2%Added
Canada Pension Plan Investment Board187,811$61.5M0.05%+4,938+2.7%Added
Standard Life Aberdeen plc186,414$61.0M0.10%+22,751+13.9%Added
Schroder Investment Management Group176,703$57.9M0.05%−6,279−3.4%Reduced
Man Group plc172,985$56.7M0.12%−11,849−6.4%Reduced
FIFTHDELTA Ltd165,619$54.2M17.48%+165,619New
Franklin Resources Inc164,191$53.8M0.01%−58,761−26.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.163,733$53.6M0.13%−24,060−12.8%Reduced
Alliancebernstein L.P.160,590$52.6M0.02%−23,615−12.8%Reduced
Aviva PLC158,827$52.0M0.11%−35,793−18.4%Reduced
Zacks Investment Management152,003$49.8M0.43%+400.0%Added
Todd Asset Management LLC138,828$45.5M0.98%−1,541−1.1%Reduced
Nomura Asset Management Co Ltd133,725$43.8M0.12%+11,950+9.8%Added
Universal- Beteiligungs- und Servicegesellschaft mbH132,032$43.2M0.08%+14,887+12.7%Added
State Board of Administration of Florida Retirement System132,008$43.2M0.08%+1,530+1.2%Added
Prudential Financial Inc131,919$43.2M0.06%−103,952−44.1%Reduced
Quantinno Capital Management LP128,675$42.1M0.18%+43,507+51.1%Added
Grantham, Mayo, Van Otterloo & Co. LLC127,028$41.6M0.13%−11,383−8.2%Reduced
Adage Capital Partners GP, L.L.C.126,166$41.3M0.07%+108,879+629.8%Added
Keybank National Association124,602$40.8M0.15%−1,392−1.1%Reduced
Capital Investment Advisors, LLC124,319$40.7M0.73%+15,619+14.4%Added
Walleye Capital LLC123,942$40.6M0.38%+116,919+1,664.8%Added