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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; 2,113 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.

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: 2,113 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 20262,113$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
Treasurer of the State of North Carolina64,289$21.1M0.07%+1,759+2.8%Added
APG Asset Management N.V.76,200$21.3M0.06%+3,300+4.5%Added
BLI - Banque de Luxembourg Investments66,440$21.6M0.62%−26,030−28.1%Reduced
Ossiam66,381$21.7M0.24%+66,127+26,034.3%Added
Royal London Asset Management Ltd66,624$21.8M0.05%+544+0.8%Added
STRS Ohio67,691$22.2M0.08%−3,614−5.1%Reduced
Creative Planning67,816$22.2M0.02%+357+0.5%Added
Forsta Ap-Fonden69,340$22.7M0.15%+17,600+34.0%Added
Peapack Gladstone Financial Corp69,387$22.7M0.32%+1,171+1.7%Added
Cullen/Frost Bankers, Inc.69,940$22.9M0.29%+679+1.0%Added
DDD Partners, LLC71,658$23.5M2.52%+12,446+21.0%Added
Chevy Chase Trust Holdings, Inc.73,019$23.9M0.07%+659+0.9%Added
First Horizon Advisors, Inc.73,211$24.0M0.62%+3,565+5.1%Added
Busey Wealth Management73,916$24.2M0.74%−1,048−1.4%Reduced
Employees Provident Fund Board74,000$24.2M0.21%+9,500+14.7%Added
US Bancorp74,816$24.5M0.03%−1,045−1.4%Reduced
Cetera Investment Advisers75,693$24.8M0.04%+3,467+4.8%Added
Covalis Capital LLP76,673$25.1M3.17%+35,187+84.8%Added
Bank of Nova Scotia77,003$25.2M0.05%+7,260+10.4%Added
Gateway Investment Advisers LLC77,184$25.3M0.28%−39−0.1%Reduced
Danske Bank A/S77,496$25.4M0.06%−26,036−25.1%Reduced
Squarepoint Ops LLC78,033$25.6M0.06%+43,054+123.1%Added
Janus Henderson Group PLC81,346$26.7M0.01%−13,769−14.5%Reduced
Verition Fund Management LLC82,131$26.9M0.15%+65,184+384.6%Added
State of Wisconsin Investment Board82,274$26.9M0.07%−11,700−12.5%Reduced
Federation des caisses Desjardins du Quebec84,145$27.6M0.12%+52,308+164.3%Added
Mitsubishi UFJ Trust & Banking Corp84,200$27.6M0.06%−33,775−28.6%Reduced
Kovitz Investment Group Partners, LLC85,014$27.8M0.12%+42,557+100.2%Added
Natixis85,019$27.8M0.14%+23,154+37.4%Added
Jacobs Levy Equity Management, Inc85,616$28.0M0.11%−73,628−46.2%Reduced
Toronto Dominion Bank85,686$28.1M0.06%+15,450+22.0%Added
Voya Investment Management LLC87,138$28.5M0.03%−2,078−2.3%Reduced
Acadian Asset Management LLC89,450$29.3M0.06%+46,135+106.5%Added
Fifth Third Bancorp90,272$29.6M0.10%−3,363−3.6%Reduced
New York State Common Retirement Fund91,142$29.8M0.04%+946+1.0%Added
Korea Investment CORP91,530$30.0M0.07%−5,842−6.0%Reduced
Guggenheim Capital LLC91,669$30.0M0.24%−3,403−3.6%Reduced
D. E. Shaw & Co., Inc.91,925$30.1M0.03%−38,943−29.8%Reduced
Storebrand Asset Management AS93,657$30.7M0.09%−16,114−14.7%Reduced
SEI Investments Co94,373$30.9M0.04%−61,434−39.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)96,161$31.5M0.08%−61,758−39.1%Reduced
Two Sigma Investments, LP97,903$32.1M0.06%+91,377+1,400.2%Added
Schonfeld Strategic Advisors LLC99,073$32.4M0.24%+54,025+119.9%Added
Natixis Advisors, L.P.102,993$33.7M0.05%−12,786−11.0%Reduced
CSM Advisors, LLC103,113$33.8M0.99%+103,113New
Great Lakes Advisors, LLC103,251$33.8M0.28%−1,670−1.6%Reduced
Teachers Retirement System of the State of Kentucky103,255$33.8M0.27%+164+0.2%Added
Swedbank AB103,563$33.9M0.04%+103,563New
KBC Group NV103,744$34.0M0.09%−2,829−2.7%Reduced
Ensign Peak Advisors, Inc104,576$34.2M0.06%+33,923+48.0%Added
Conning Inc.106,070$34.7M1.19%+4,376+4.3%Added
Cardinal Capital Management, Inc.107,330$35.2M1.10%−3,119−2.8%Reduced
National Bank of Canada107,603$35.2M0.04%−9,740−8.3%Reduced
Pictet Asset Management Holding SA107,717$35.3M0.04%−11,736−9.8%Reduced
New York State Teachers Retirement System109,606$35.9M0.08%−7,017−6.0%Reduced
Russell Investments Group, Ltd.110,824$36.3M0.05%−107,488−49.2%Reduced
Great West Life Assurance Co111,861$36.7M0.06%−36,704−24.7%Reduced
The PNC Financial Services Group, Inc.115,824$37.9M0.02%−2,282−1.9%Reduced
KLP Kapitalforvaltning AS116,001$38.0M0.16%+1,700+1.5%Added
Cerity Partners LLC117,677$38.5M0.07%−7,313−5.9%Reduced
Woodline Partners LP117,759$38.6M0.20%+68,219+137.7%Added
TD Asset Management Inc117,762$38.6M0.03%−1,377−1.2%Reduced
Brandywine Global Investment Management, LLC118,144$38.7M0.27%+23,605+25.0%Added
Cubist Systematic Strategies, LLC120,879$39.6M0.43%−25,804−17.6%Reduced
Walleye Capital LLC123,942$40.6M0.38%+116,919+1,664.8%Added
Capital Investment Advisors, LLC124,319$40.7M0.73%+15,619+14.4%Added
Keybank National Association124,602$40.8M0.15%−1,392−1.1%Reduced
Adage Capital Partners GP, L.L.C.126,166$41.3M0.07%+108,879+629.8%Added
Grantham, Mayo, Van Otterloo & Co. LLC127,028$41.6M0.13%−11,383−8.2%Reduced
Quantinno Capital Management LP128,675$42.1M0.18%+43,507+51.1%Added
Prudential Financial Inc131,919$43.2M0.06%−103,952−44.1%Reduced
State Board of Administration of Florida Retirement System132,008$43.2M0.08%+1,530+1.2%Added
Universal- Beteiligungs- und Servicegesellschaft mbH132,032$43.2M0.08%+14,887+12.7%Added
Nomura Asset Management Co Ltd133,725$43.8M0.12%+11,950+9.8%Added
Todd Asset Management LLC138,828$45.5M0.98%−1,541−1.1%Reduced
Zacks Investment Management152,003$49.8M0.43%+400.0%Added
Aviva PLC158,827$52.0M0.11%−35,793−18.4%Reduced
Alliancebernstein L.P.160,590$52.6M0.02%−23,615−12.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.163,733$53.6M0.13%−24,060−12.8%Reduced
Franklin Resources Inc164,191$53.8M0.01%−58,761−26.4%Reduced
FIFTHDELTA Ltd165,619$54.2M17.48%+165,619New
Man Group plc172,985$56.7M0.12%−11,849−6.4%Reduced
Schroder Investment Management Group176,703$57.9M0.05%−6,279−3.4%Reduced
Standard Life Aberdeen plc186,414$61.0M0.10%+22,751+13.9%Added
Canada Pension Plan Investment Board187,811$61.5M0.05%+4,938+2.7%Added
Clark Capital Management Group, Inc.190,512$62.4M0.43%+17,564+10.2%Added
Mariner, LLC191,264$62.6M0.09%+8,628+4.7%Added
Victory Capital Management Inc204,117$66.8M0.04%−6,805−3.2%Reduced
Kames Capital plc210,203$68.8M0.88%−16,959−7.5%Reduced
California State Teachers Retirement System212,386$69.6M0.08%+1,994+0.9%Added
Jane Street Group, LLC216,151$70.8M0.11%+69,095+47.0%Added
First Trust Advisors LP217,369$71.2M0.06%+50,947+30.6%Added
Old Republic International Corporation219,500$71.9M2.82%00.0%Unchanged
National Pension Service230,658$75.5M0.07%+1,570+0.7%Added
California Public Employees Retirement System245,901$80.5M0.05%+9,658+4.1%Added
BNP Paribas Arbitrage, SA245,933$80.5M0.06%−84,790−25.6%Reduced
AXA S.A.246,804$80.8M0.23%−11,717−4.5%Reduced
Macquarie Group Ltd252,258$82.6M0.10%+63,400+33.6%Added
Rhumbline Advisers272,150$89.1M0.08%−11,372−4.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.277,958$91.1M0.07%+17,566+6.7%Added