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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
Thrivent Financial for Lutherans24,155$7.89M0.02%−4,070−14.4%Reduced
Evergreen Capital Management LLC23,913$7.83M0.24%+796+3.4%Added
ProShare Advisors LLC23,795$7.79M0.02%+2,759+13.1%Added
Anderson Hoagland & Co23,626$7.74M0.74%+50+0.2%Added
Boston Common Asset Management, LLC23,548$7.71M0.22%−6,292−21.1%Reduced
Rowland & Co Investment Counsel23,465$7.68M1.59%−200−0.8%Reduced
Two Sigma Advisers, LP22,735$7.45M0.02%+20,771+1,057.6%Added
Advocate Group LLC22,661$7.42M1.33%+307+1.4%Added
Orion Investment Co22,628$7.41M2.64%+468+2.1%Added
Utah Retirement Systems22,593$7.40M0.08%−71−0.3%Reduced
Gendell Jeffrey L22,240$7.28M0.19%+22,240New
Dupree Financial Group, LLC22,226$7.28M2.87%+9,987+81.6%Added
Jones Financial Companies LLLP22,241$7.25M0.01%+3,232+17.0%Added
CIBC Asset Management Inc22,050$7.22M0.02%−1,713−7.2%Reduced
British Columbia Investment Management Corp21,673$7.10M0.04%−4,563−17.4%Reduced
Level Four Advisory Services, LLC21,586$7.07M0.26%+148+0.7%Added
Carnegie Capital Asset Management, LLC21,523$7.05M0.14%−37−0.2%Reduced
Cardinal Capital Management21,498$7.04M1.03%+479+2.3%Added
Morgan Dempsey Capital Management LLC21,434$7.02M2.93%−359−1.6%Reduced
Gibraltar Capital Management, Inc.21,434$7.02M1.37%−224−1.0%Reduced
Synovus Financial Corp21,324$6.98M0.09%+2,111+11.0%Added
Xponance, Inc.21,232$6.95M0.06%−1,636−7.2%Reduced
Public Sector Pension Investment Board20,923$6.85M0.03%−209,317−90.9%Reduced
Police & Firemen's Retirement System of New Jersey20,901$6.85M0.06%+933+4.7%Added
RBA Wealth Management, LLC20,802$6.81M2.54%+50.0%Added
Daiwa Securities Group Inc.20,726$6.79M0.03%+1,179+6.0%Added
Davy Global Fund Management Ltd20,551$6.73M0.60%−1,073−5.0%Reduced
Columbus Macro, LLC20,550$6.73M0.83%+3,709+22.0%Added
S&T Bank20,075$6.57M2.00%−1,489−6.9%Reduced
ExodusPoint Capital Management, LP19,991$6.55M0.08%+19,991New
Nomura Holdings Inc19,757$6.47M0.05%−2,872−12.7%Reduced
Yousif Capital Management, LLC19,692$6.45M0.07%−242−1.2%Reduced
Scopus Asset Management, L.P.19,660$6.44M0.17%+19,660New
L & S Advisors Inc19,505$6.39M0.63%+19,505New
Old National Bancorp19,452$6.37M0.11%−3,251−14.3%Reduced
King Luther Capital Management Corp19,377$6.35M0.03%+235+1.2%Added
Dakota Wealth Management19,351$6.34M0.13%−27,630−58.8%Reduced
McGuire Investment Group, LLC19,109$6.26M0.80%+945+5.2%Added
Occudo Quantitative Strategies LP19,034$6.23M0.70%+10,588+125.4%Added
New York Life Investment Management LLC18,855$6.18M0.06%+353+1.9%Added
Nordwand Advisors, LLC18,855$6.18M0.98%+18,855New
GHP Investment Advisors, Inc.18,837$6.17M0.27%+241+1.3%Added
Highland Capital Management, LLC18,684$6.12M0.33%−50−0.3%Reduced
Clifford Swan Investment Counsel LLC18,548$6.07M0.21%−269−1.4%Reduced
Ascent Wealth Partners, LLC18,479$6.05M0.75%−2,000−9.8%Reduced
Lynch Asset Management, Inc.18,450$6.04M2.13%+700+3.9%Added
TD Private Client Wealth LLC18,389$6.02M0.15%+1,122+6.5%Added
Public Employees Retirement Association of Colorado18,355$6.01M0.02%−104−0.6%Reduced
Patton Albertson Miller Group, LLC18,146$5.94M0.78%+509+2.9%Added
Private Advisor Group, LLC18,051$5.91M0.03%+150+0.8%Added
Legacy Trust18,034$5.91M1.45%−1,764−8.9%Reduced
Commerce Bank18,005$5.90M0.03%+215+1.2%Added
Hamilton Point Investment Advisors, LLC17,883$5.86M0.96%−832−4.4%Reduced
Glenmede Investment Management, LP17,836$5.84M0.03%+17,836New
CWM, LLC17,824$5.84M0.02%−4,731−21.0%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd17,573$5.76M0.05%+1,802+11.4%Added
Nissay Asset Management Corp17,491$5.73M0.03%+219+1.3%Added
City Holding Co17,380$5.69M0.74%+162+0.9%Added
CIBC World Markets Corp17,334$5.68M0.04%+765+4.6%Added
Merit Financial Group, LLC17,184$5.63M0.06%−1,336−7.2%Reduced
Axxcess Wealth Management, LLC17,182$5.63M0.14%−3,750−17.9%Reduced
Pring Turner Capital Group Inc17,074$5.59M3.61%−232−1.3%Reduced
Point72 (DIFC) Ltd17,038$5.58M0.44%+6,621+63.6%Added
Adell Harriman & Carpenter Inc17,017$5.57M0.37%−1,984−10.4%Reduced
Lazard Asset Management LLC17,002$5.57M0.01%−27,840−62.1%Reduced
B. Metzler seel. Sohn & Co. AG16,813$5.51M0.05%+1,582+10.4%Added
Lido Advisors, LLC16,698$5.47M0.03%+3,335+25.0%Added
YHB Investment Advisors, Inc.16,640$5.45M0.42%−190−1.1%Reduced
Old Second National Bank of Aurora16,568$5.43M1.18%+865+5.5%Added
Madison Asset Management, LLC16,562$5.42M0.06%−2,608−13.6%Reduced
Logan Capital Management Inc16,544$5.42M0.25%−1,606−8.8%Reduced
Principle Wealth Partners LLC16,292$5.34M0.33%−520−3.1%Reduced
Campbell & CO Investment Adviser LLC16,212$5.31M0.33%+7,304+82.0%Added
Renaissance Technologies LLC16,200$5.31M0.01%−21,900−57.5%Reduced
Parsons Capital Management Inc15,990$5.24M0.32%+33+0.2%Added
Mutual of America Capital Management LLC15,801$5.17M0.06%−189−1.2%Reduced
Advisory Resource Group15,704$5.14M0.99%+1,023+7.0%Added
Parcion Private Wealth LLC15,700$5.14M0.37%−153−1.0%Reduced
Cullen Investment Group, Ltd.15,690$5.14M0.73%−253−1.6%Reduced
Terry L. Blaker15,629$5.12M0.20%−1,281−7.6%Reduced
Northwest Bancshares, Inc.15,557$5.09M0.89%−110−0.7%Reduced
Eley Financial Management, Inc15,483$5.07M1.95%+50+0.3%Added
State of Alaska, Department of Revenue15,468$5.07M0.05%−635−3.9%Reduced
AE Wealth Management LLC15,461$5.06M0.04%+834+5.7%Added
Alpine Woods Capital Investors, LLC15,103$4.95M1.18%+2,629+21.1%Added
CIBC World Markets Inc.14,961$4.90M0.01%−5,042−25.2%Reduced
Butensky & Cohen Financial Security, Inc14,946$4.89M1.46%+92+0.6%Added
Susquehanna Fundamental Investments, LLC14,771$4.84M0.13%−28,600−65.9%Reduced
Occidental Asset Management, LLC14,768$4.84M0.67%+225+1.5%Added
Assenagon Asset Management S.A.14,745$4.83M0.01%+1,079+7.9%Added
Birmingham Capital Management Co Inc14,700$4.81M2.13%−360−2.4%Reduced
SGL Investment Advisors, Inc.14,485$4.79M2.28%+39+0.3%Added
OP Asset Management Ltd14,428$4.73M0.07%+74+0.5%Added
QV Investors Inc.14,305$4.68M0.46%+90+0.6%Added
RSM US Wealth Management LLC14,252$4.67M0.07%+987+7.4%Added
Diversify Wealth Management, LLC11,632$4.64M0.29%+1,823+18.6%Added
First American Bank14,115$4.62M0.32%+471+3.5%Added
Stonebridge Financial Group, LLC13,957$4.57M0.44%+409+3.0%Added
SG Americas Securities, LLC13,955$4.57M0.02%+12,143+670.1%Added
Westhampton Capital, LLC13,937$4.56M2.36%−200−1.4%Reduced