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, 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
- 1,564
- +12 vs. Q1 2025
- Shares held
- 117.0M
- +477.1K (+0.4%) vs. Q1 2025
- Total value
- $38.3B
- +$1.83B (+5.0%) vs. Q1 2025
- New holders
- 124
- 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Czech National Bank | 33,672 | $11.0M | 0.09% | +2,095+6.6% | Added |
| MML Investors Services, LLC | 33,720 | $11.0M | 0.03% | +2,984+9.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,785 | $11.1M | 0.06% | +2,345+7.5% | Added |
| Pinnacle Associates Ltd | 33,907 | $11.1M | 0.16% | −967−2.8% | Reduced |
| Union Bancaire Privee, UBP SA | 23,901 | $11.1M | 0.18% | +6,154+34.7% | Added |
| Swiss Life Asset Management Ltd | 34,102 | $11.2M | 0.07% | −12,776−27.3% | Reduced |
| Investment House LLC | 34,252 | $11.2M | 0.57% | −553−1.6% | Reduced |
| Benjamin Edwards Inc | 34,564 | $11.3M | 0.14% | +3,644+11.8% | Added |
| Eldred Rock Partners, LLC | 34,631 | $11.3M | 3.45% | −1,849−5.1% | Reduced |
| LMCG Investments, LLC | 34,651 | $11.3M | 0.71% | −997−2.8% | Reduced |
| Franklin Street Advisors Inc | 34,662 | $11.4M | 0.70% | +2,422+7.5% | Added |
| Wallington Asset Management, LLC | 34,720 | $11.4M | 1.60% | +372+1.1% | Added |
| Jacobs & Co | 34,843 | $11.4M | 1.13% | +309+0.9% | Added |
| Verity & Verity, LLC | 35,004 | $11.5M | 0.99% | −589−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,004 | $11.5M | 0.03% | +1,017+3.0% | Added |
| Cornerstone Wealth Group, LLC | 35,012 | $11.5M | 0.86% | +1,523+4.5% | Added |
| MetLife Investment Management | 35,099 | $11.5M | 0.07% | −593−1.7% | Reduced |
| Culbertson A N & Co Inc | 35,253 | $11.5M | 1.77% | −463−1.3% | Reduced |
| Varma Mutual Pension Insurance Co | 35,620 | $11.7M | 0.09% | +1,600+4.7% | Added |
| Sanctuary Advisors, LLC | 35,842 | $11.7M | 0.07% | +176+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,862 | $11.7M | 0.27% | +3,286+10.1% | Added |
| Noesis Capital Mangement Corp | 35,978 | $11.8M | 2.05% | −277−0.8% | Reduced |
| Atwater Malick LLC | 35,983 | $11.8M | 3.73% | −30−0.1% | Reduced |
| Manning & Napier Advisors LLC | 36,033 | $11.8M | 0.14% | −10,162−22.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,361 | $11.9M | 0.11% | +7,200+24.7% | Added |
| Point72 Asset Management, L.P. | 36,480 | $11.9M | 0.03% | −88,619−70.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 36,931 | $12.1M | 0.08% | −791−2.1% | Reduced |
| United Bank | 37,016 | $12.1M | 1.45% | +892+2.5% | Added |
| Novare Capital Management LLC | 37,179 | $12.2M | 0.99% | +373+1.0% | Added |
| Regents Gate Capital LLP | 37,410 | $12.3M | 4.33% | +6,817+22.3% | Added |
| Baird Financial Group, Inc. | 37,430 | $12.3M | 0.02% | −23,273−38.3% | Reduced |
| NewSquare Capital LLC | 38,054 | $12.4M | 0.92% | +1,395+3.8% | Added |
| Richard C. Young & CO., LTD. | 37,915 | $12.4M | 1.23% | +507+1.4% | Added |
| Aquatic Capital Management LLC | 38,094 | $12.5M | 0.25% | −1,548−3.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 38,417 | $12.6M | 2.07% | +629+1.7% | Added |
| Davenport & Co LLC | 38,437 | $12.6M | 0.07% | +907+2.4% | Added |
| Knights of Columbus Asset Advisors LLC | 38,447 | $12.6M | 0.76% | −1,704−4.2% | Reduced |
| Two Point Capital Management, Inc. | 38,721 | $12.7M | 5.40% | +38,721 | New |
| Linscomb & Williams, Inc. | 39,042 | $12.8M | 0.59% | +1,073+2.8% | Added |
| CIBC Private Wealth Group, LLC | 39,445 | $12.9M | 0.02% | +130+0.3% | Added |
| Erste Asset Management GmbH | 39,968 | $13.0M | 0.11% | +5,602+16.3% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 40,039 | $13.1M | 1.85% | 00.0% | Unchanged |
| Arizona State Retirement System | 40,267 | $13.2M | 0.08% | +80.0% | Added |
| GWM Advisors LLC | 40,279 | $13.2M | 0.07% | −4,624−10.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 40,538 | $13.3M | 0.29% | +40,538 | New |
| Sienna Gestion | 44,490 | $13.3M | 0.92% | +3,994+9.9% | Added |
| Advisors Asset Management, Inc. | 40,799 | $13.4M | 0.24% | −940−2.3% | Reduced |
| State of Michigan Retirement System | 40,837 | $13.4M | 0.07% | −200−0.5% | Reduced |
| Weybosset Research & Management LLC | 40,879 | $13.4M | 4.60% | −327−0.8% | Reduced |
| Vontobel Holding Ltd. | 41,129 | $13.5M | 0.04% | −598−1.4% | Reduced |
| Hancock Whitney Corp | 41,171 | $13.5M | 0.26% | +991+2.5% | Added |
| M&T Bank Corp | 41,246 | $13.5M | 0.05% | −713−1.7% | Reduced |
| Los Angeles Capital Management LLC | 42,097 | $13.8M | 0.05% | −1,160−2.7% | Reduced |
| Millennium Management LLC | 42,439 | $13.9M | 0.01% | −41,435−49.4% | Reduced |
| Advisor Group Holdings, Inc. | 44,454 | $14.4M | 0.03% | +16,546+59.3% | Added |
| Beese Fulmer Investment Management, Inc. | 43,946 | $14.4M | 1.07% | +1,279+3.0% | Added |
| Janney Montgomery Scott LLC | 44,533 | $14.6M | 0.04% | −275−0.6% | Reduced |
| Blair William & Co | 44,982 | $14.7M | 0.04% | +1,319+3.0% | Added |
| Welch & Forbes LLC | 45,115 | $14.8M | 0.18% | −673−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,540 | $14.9M | 0.68% | +6,500+16.6% | Added |
| Cincinnati Casualty Co | 46,000 | $15.1M | 7.98% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 46,221 | $15.1M | 0.06% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 46,667 | $15.3M | 0.05% | −24,058−34.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 46,145 | $15.3M | 0.03% | +14,487+45.8% | Added |
| QRG Capital Management, Inc. | 47,377 | $15.5M | 0.14% | +16,257+52.2% | Added |
| Engineers Gate Manager LP | 47,892 | $15.7M | 0.20% | −14,457−23.2% | Reduced |
| Empowered Funds, LLC | 48,222 | $15.8M | 0.18% | +27,099+128.3% | Added |
| Resona Asset Management Co.,Ltd. | 48,958 | $16.0M | 0.08% | +3,803+8.4% | Added |
| Mercer Global Advisors Inc | 49,234 | $16.1M | 0.04% | +13,195+36.6% | Added |
| Associated Banc-Corp | 49,287 | $16.1M | 0.46% | −161−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 49,612 | $16.2M | 0.22% | +8,040+19.3% | Added |
| Raiffeisen Bank International AG | 51,315 | $16.4M | 0.24% | −1,368−2.6% | Reduced |
| Capital Fund Management S.A. | 50,710 | $16.6M | 0.18% | +50,710 | New |
| Kestra Advisory Services, LLC | 50,950 | $16.7M | 0.08% | −2,062−3.9% | Reduced |
| Twinbeech Capital LP | 50,990 | $16.7M | 0.38% | −143,501−73.8% | Reduced |
| ING Groep NV | 51,126 | $16.7M | 0.10% | +33,665+192.8% | Added |
| Mn Services Vermogensbeheer B.V. | 51,603 | $16.9M | 0.12% | +300+0.6% | Added |
| Achmea Investment Management B.V. | 51,766 | $17.0M | 0.22% | −9,418−15.4% | Reduced |
| Interval Partners, LP | 51,963 | $17.0M | 0.39% | +41,566+399.8% | Added |
| St Germain D J Co Inc | 52,219 | $17.1M | 0.74% | −923−1.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 52,316 | $17.1M | 0.10% | −1,884−3.5% | Reduced |
| Andra AP-fonden | 53,200 | $17.4M | 0.24% | +8,800+19.8% | Added |
| Rockefeller Capital Management L.P. | 52,439 | $17.7M | 0.04% | −1,629−3.0% | Reduced |
| Wharton Business Group, LLC | 54,086 | $17.7M | 0.75% | −2,015−3.6% | Reduced |
| Brown Advisory Inc | 54,300 | $17.8M | 0.02% | −6,002−10.0% | Reduced |
| Windward Capital Management Co | 54,582 | $17.9M | 1.52% | −124−0.2% | Reduced |
| Colony Group, LLC | 55,376 | $18.1M | 0.04% | +20,737+59.9% | Added |
| Bailard, Inc. | 55,795 | $18.3M | 0.43% | −1,068−1.9% | Reduced |
| Teacher Retirement System of Texas | 56,400 | $18.5M | 0.08% | −67,705−54.6% | Reduced |
| Captrust Financial Advisors | 56,758 | $18.6M | 0.04% | +731+1.3% | Added |
| Asset Management One Co.,Ltd. | 57,447 | $18.8M | 0.06% | +477+0.8% | Added |
| Truist Financial Corp | 59,970 | $19.6M | 0.03% | +4,721+8.5% | Added |
| Public Employees Retirement System of Ohio | 60,582 | $19.8M | 0.07% | −16,044−20.9% | Reduced |
| Applied Finance Capital Management, LLC | 60,797 | $19.9M | 1.36% | +7,656+14.4% | Added |
| Gotham Asset Management, LLC | 61,224 | $20.1M | 0.12% | +30,687+100.5% | Added |
| HM Payson & Co | 61,916 | $20.3M | 0.32% | −960−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 62,281 | $20.4M | 0.09% | −60,102−49.1% | Reduced |
| Commonwealth Equity Services, LLC | 62,682 | $20.5M | 0.03% | −2,345−3.6% | Reduced |
| DnB Asset Management AS | 62,720 | $20.5M | 0.09% | −9,178−12.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 63,411 | $20.8M | 0.64% | +737+1.2% | Added |