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
- 1,565
- +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.
| 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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 46,145 | $15.3M | 0.03% | +14,487+45.8% | Added |
| State of Tennessee, Treasury Department | 46,667 | $15.3M | 0.05% | −24,058−34.0% | Reduced |
| State of New Jersey Common Pension Fund D | 46,221 | $15.1M | 0.06% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 46,000 | $15.1M | 7.98% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 45,540 | $14.9M | 0.68% | +6,500+16.6% | Added |
| Welch & Forbes LLC | 45,115 | $14.8M | 0.18% | −673−1.5% | Reduced |
| Blair William & Co | 44,982 | $14.7M | 0.04% | +1,319+3.0% | Added |
| Janney Montgomery Scott LLC | 44,533 | $14.6M | 0.04% | −275−0.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 43,946 | $14.4M | 1.07% | +1,279+3.0% | Added |
| Advisor Group Holdings, Inc. | 44,454 | $14.4M | 0.03% | +16,546+59.3% | Added |
| Millennium Management LLC | 42,439 | $13.9M | 0.01% | −41,435−49.4% | Reduced |
| Los Angeles Capital Management LLC | 42,097 | $13.8M | 0.05% | −1,160−2.7% | Reduced |
| M&T Bank Corp | 41,246 | $13.5M | 0.05% | −713−1.7% | Reduced |
| Hancock Whitney Corp | 41,171 | $13.5M | 0.26% | +991+2.5% | Added |
| Vontobel Holding Ltd. | 41,129 | $13.5M | 0.04% | −598−1.4% | Reduced |
| Weybosset Research & Management LLC | 40,879 | $13.4M | 4.60% | −327−0.8% | Reduced |
| State of Michigan Retirement System | 40,837 | $13.4M | 0.07% | −200−0.5% | Reduced |
| Advisors Asset Management, Inc. | 40,799 | $13.4M | 0.24% | −940−2.3% | Reduced |
| Sienna Gestion | 44,490 | $13.3M | 0.92% | +3,994+9.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 40,538 | $13.3M | 0.29% | +40,538 | New |
| GWM Advisors LLC | 40,279 | $13.2M | 0.07% | −4,624−10.3% | Reduced |
| Arizona State Retirement System | 40,267 | $13.2M | 0.08% | +80.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 40,039 | $13.1M | 1.85% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 39,968 | $13.0M | 0.11% | +5,602+16.3% | Added |
| CIBC Private Wealth Group, LLC | 39,445 | $12.9M | 0.02% | +130+0.3% | Added |
| Linscomb & Williams, Inc. | 39,042 | $12.8M | 0.59% | +1,073+2.8% | Added |
| Two Point Capital Management, Inc. | 38,721 | $12.7M | 5.40% | +38,721 | New |
| Knights of Columbus Asset Advisors LLC | 38,447 | $12.6M | 0.76% | −1,704−4.2% | Reduced |
| Davenport & Co LLC | 38,437 | $12.6M | 0.07% | +907+2.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 38,417 | $12.6M | 2.07% | +629+1.7% | Added |
| Aquatic Capital Management LLC | 38,094 | $12.5M | 0.25% | −1,548−3.9% | Reduced |
| Richard C. Young & CO., LTD. | 37,915 | $12.4M | 1.23% | +507+1.4% | Added |
| NewSquare Capital LLC | 38,054 | $12.4M | 0.92% | +1,395+3.8% | Added |
| Baird Financial Group, Inc. | 37,430 | $12.3M | 0.02% | −23,273−38.3% | Reduced |
| Regents Gate Capital LLP | 37,410 | $12.3M | 4.33% | +6,817+22.3% | Added |
| Novare Capital Management LLC | 37,179 | $12.2M | 0.99% | +373+1.0% | Added |
| United Bank | 37,016 | $12.1M | 1.45% | +892+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 36,931 | $12.1M | 0.08% | −791−2.1% | Reduced |
| Point72 Asset Management, L.P. | 36,480 | $11.9M | 0.03% | −88,619−70.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,361 | $11.9M | 0.11% | +7,200+24.7% | Added |
| Manning & Napier Advisors LLC | 36,033 | $11.8M | 0.14% | −10,162−22.0% | Reduced |
| Atwater Malick LLC | 35,983 | $11.8M | 3.73% | −30−0.1% | Reduced |
| Noesis Capital Mangement Corp | 35,978 | $11.8M | 2.05% | −277−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,862 | $11.7M | 0.27% | +3,286+10.1% | Added |
| Sanctuary Advisors, LLC | 35,842 | $11.7M | 0.07% | +176+0.5% | Added |
| Varma Mutual Pension Insurance Co | 35,620 | $11.7M | 0.09% | +1,600+4.7% | Added |
| Culbertson A N & Co Inc | 35,253 | $11.5M | 1.77% | −463−1.3% | Reduced |
| MetLife Investment Management | 35,099 | $11.5M | 0.07% | −593−1.7% | Reduced |
| Cornerstone Wealth Group, LLC | 35,012 | $11.5M | 0.86% | +1,523+4.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,004 | $11.5M | 0.03% | +1,017+3.0% | Added |
| Verity & Verity, LLC | 35,004 | $11.5M | 0.99% | −589−1.7% | Reduced |
| Jacobs & Co | 34,843 | $11.4M | 1.13% | +309+0.9% | Added |
| Wallington Asset Management, LLC | 34,720 | $11.4M | 1.60% | +372+1.1% | Added |
| Franklin Street Advisors Inc | 34,662 | $11.4M | 0.70% | +2,422+7.5% | Added |
| LMCG Investments, LLC | 34,651 | $11.3M | 0.71% | −997−2.8% | Reduced |
| Eldred Rock Partners, LLC | 34,631 | $11.3M | 3.45% | −1,849−5.1% | Reduced |
| Benjamin Edwards Inc | 34,564 | $11.3M | 0.14% | +3,644+11.8% | Added |
| Investment House LLC | 34,252 | $11.2M | 0.57% | −553−1.6% | Reduced |
| Swiss Life Asset Management Ltd | 34,102 | $11.2M | 0.07% | −12,776−27.3% | Reduced |
| Union Bancaire Privee, UBP SA | 23,901 | $11.1M | 0.18% | +6,154+34.7% | Added |
| Pinnacle Associates Ltd | 33,907 | $11.1M | 0.16% | −967−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,785 | $11.1M | 0.06% | +2,345+7.5% | Added |
| MML Investors Services, LLC | 33,720 | $11.0M | 0.03% | +2,984+9.7% | Added |
| Czech National Bank | 33,672 | $11.0M | 0.09% | +2,095+6.6% | Added |
| Allworth Financial LP | 32,900 | $10.8M | 0.05% | +27,249+482.2% | Added |
| Summit Financial Wealth Advisors, LLC | 32,837 | $10.8M | 1.93% | −1,196−3.5% | Reduced |
| Edgestream Partners, L.P. | 32,776 | $10.7M | 0.30% | +12,203+59.3% | Added |
| Comerica Bank | 32,524 | $10.7M | 0.04% | −986−2.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 31,826 | $10.6M | 0.72% | +1,938+6.5% | Added |
| JustInvest LLC | 31,861 | $10.4M | 0.12% | +3,353+11.8% | Added |
| Wedge Capital Management L L P | 31,580 | $10.3M | 0.18% | +1,382+4.6% | Added |
| Jump Financial, LLC | 31,316 | $10.3M | 0.13% | +25,473+436.0% | Added |
| Steward Partners Investment Advisory, LLC | 31,253 | $10.2M | 0.08% | +1,719+5.8% | Added |
| Citizens Financial Group Inc | 31,234 | $10.2M | 0.16% | −714−2.2% | Reduced |
| ASR Vermogensbeheer N.V. | 31,219 | $10.2M | 0.13% | −129−0.4% | Reduced |
| Panagora Asset Management Inc | 31,007 | $10.2M | 0.05% | −7,074−18.6% | Reduced |
| Retirement Systems of Alabama | 29,559 | $9.68M | 0.03% | +16+0.1% | Added |
| Adams Asset Advisors, LLC | 29,551 | $9.68M | 1.36% | +847+3.0% | Added |
| Pinebridge Investments, L.P. | 29,351 | $9.61M | 0.08% | +8,269+39.2% | Added |
| Mackenzie Financial Corp | 28,859 | $9.45M | 0.01% | +4,218+17.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,614 | $9.37M | 0.03% | +7,151+33.3% | Added |
| Susquehanna International Group, LLP | 28,570 | $9.36M | 0.01% | +14,202+98.8% | Added |
| MUFG Securities EMEA plc | 28,405 | $9.30M | 0.42% | +406+1.5% | Added |
| Ieq Capital, LLC | 28,290 | $9.26M | 0.06% | −5,080−15.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 28,072 | $9.19M | 0.04% | +78+0.3% | Added |
| IFM Investors Pty Ltd | 27,964 | $9.16M | 0.09% | +1,202+4.5% | Added |
| Assetmark, Inc | 27,663 | $9.06M | 0.02% | +2,127+8.3% | Added |
| Northwestern Mutual Wealth Management Co | 27,388 | $8.97M | 0.01% | −977−3.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 27,324 | $8.95M | 0.02% | −2,880−9.5% | Reduced |
| Amalgamated Bank | 27,269 | $8.93M | 0.07% | −2,683−9.0% | Reduced |
| Tribune Investment Group LP | 27,000 | $8.84M | 4.35% | +27,000 | New |
| Foster & Motley Inc | 26,446 | $8.66M | 0.50% | −140−0.5% | Reduced |
| Van Eck Associates Corp | 26,056 | $8.53M | 0.01% | +782+3.1% | Added |
| Pathstone Holdings, LLC | 25,647 | $8.40M | 0.03% | −1,226−4.6% | Reduced |
| Impax Asset Management Group plc | 25,211 | $8.26M | 0.05% | +1,728+7.4% | Added |
| Hudson Bay Capital Management LP | 25,183 | $8.25M | 0.05% | +2,143+9.3% | Added |
| SFE Investment Counsel | 24,530 | $8.03M | 1.41% | +192+0.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 24,500 | $8.02M | 0.06% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 24,184 | $7.92M | 1.22% | +1,207+5.3% | Added |
| Advisory Services Network, LLC | 21,470 | $7.89M | 0.13% | +5,249+32.4% | Added |