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, Q3 2025
Institutional positions in Cummins Inc as of Sep 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
- 1,686
- +144 vs. Q2 2025
- Shares held
- 116.2M
- +870.5K (+0.8%) vs. Q2 2025
- Total value
- $49.0B
- +$11.3B (+29.9%) vs. Q2 2025
- New holders
- 219
- 583 more added
- Sold out
- 75
- 600 more reduced
22 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,112 | $83.8B |
| Q1 2026 | 1,968 | $62.7B |
| Q4 2025 | 1,879 | $60.4B |
| Q3 2025 | 1,686 | $49.0B |
| Q2 2025 | 1,564 | $38.3B |
| Q1 2025 | 1,572 | $36.6B |
| Q4 2024 | 1,557 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Trust Advisors LP | 157,271 | $66.4M | 0.05% | −60,098−27.6% | Reduced |
| Danske Bank A/S | 161,860 | $68.4M | 0.17% | +84,364+108.9% | Added |
| Alyeska Investment Group, L.P. | 162,918 | $68.8M | 0.21% | +162,918 | New |
| D. E. Shaw & Co., Inc. | 163,687 | $69.1M | 0.06% | +71,762+78.1% | Added |
| Schroder Investment Management Group | 167,447 | $70.2M | 0.05% | −9,256−5.2% | Reduced |
| Alliancebernstein L.P. | 175,474 | $74.1M | 0.02% | +14,884+9.3% | Added |
| Quantinno Capital Management LP | 175,542 | $74.1M | 0.20% | +46,867+36.4% | Added |
| Kames Capital plc | 183,385 | $77.4M | 0.92% | −26,818−12.8% | Reduced |
| Standard Life Aberdeen plc | 196,186 | $82.0M | 0.13% | +9,772+5.2% | Added |
| Clark Capital Management Group, Inc. | 195,158 | $82.4M | 0.52% | +4,646+2.4% | Added |
| Victory Capital Management Inc | 199,636 | $84.3M | 0.05% | −4,481−2.2% | Reduced |
| Mariner, LLC | 204,054 | $86.2M | 0.11% | +12,790+6.7% | Added |
| FIFTHDELTA Ltd | 205,119 | $86.6M | 27.09% | +39,500+23.8% | Added |
| California State Teachers Retirement System | 214,051 | $90.4M | 0.09% | +1,665+0.8% | Added |
| Merewether Investment Management, LP | 215,800 | $91.1M | 2.18% | +215,800 | New |
| Old Republic International Corporation | 219,500 | $92.7M | 3.44% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 229,679 | $97.0M | 0.53% | −79,057−25.6% | Reduced |
| National Pension Service | 243,246 | $102.7M | 0.08% | +12,588+5.5% | Added |
| Canada Pension Plan Investment Board | 256,417 | $108.3M | 0.08% | +68,606+36.5% | Added |
| California Public Employees Retirement System | 261,522 | $110.5M | 0.07% | +15,621+6.4% | Added |
| Nordea Investment Management AB | 268,190 | $112.3M | 0.10% | −347,351−56.4% | Reduced |
| Qube Research & Technologies Ltd | 270,382 | $114.2M | 0.16% | −314,683−53.8% | Reduced |
| Macquarie Group Ltd | 273,104 | $115.4M | 0.13% | +20,846+8.3% | Added |
| Manufacturers Life Insurance Company, The | 275,444 | $116.3M | 0.10% | −3,885−1.4% | Reduced |
| Rhumbline Advisers | 281,601 | $118.9M | 0.10% | +9,451+3.5% | Added |
| Earnest Partners LLC | 287,414 | $121.4M | 0.53% | −8,008−2.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 290,112 | $122.5M | 0.18% | −39,302−11.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 290,507 | $122.7M | 0.09% | +12,549+4.5% | Added |
| Parnassus Investments | 291,491 | $123.1M | 0.28% | −50,547−14.8% | Reduced |
| AXA Investment Managers S.A. | 292,487 | $123.5M | 0.33% | +292,487 | New |
| DekaBank Deutsche Girozentrale | 300,506 | $125.7M | 0.21% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 313,258 | $132.3M | 0.85% | −15,416−4.7% | Reduced |
| Ontario Teachers Pension Plan Board | 321,740 | $135.9M | 3.14% | −114,220−26.2% | Reduced |
| CI Private Wealth, LLC | 323,267 | $136.5M | 0.22% | −4,138−1.3% | Reduced |
| Bank of Montreal | 331,040 | $139.8M | 0.06% | −85,927−20.6% | Reduced |
| Citadel Advisors LLC | 334,793 | $141.4M | 0.11% | −42,524−11.3% | Reduced |
| Beutel, Goodman & Co Ltd. | 369,814 | $156.2M | 0.94% | −219,372−37.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 372,326 | $157.3M | 0.09% | −6,637−1.8% | Reduced |
| Swiss National Bank | 397,078 | $167.7M | 0.10% | −19,900−4.8% | Reduced |
| LPL Financial LLC | 417,588 | $176.4M | 0.05% | +58,722+16.4% | Added |
| HighTower Advisors, LLC | 440,623 | $186.2M | 0.21% | +14,880+3.5% | Added |
| Barclays PLC | 454,319 | $191.9M | 0.07% | −241,917−34.7% | Reduced |
| Neuberger Berman Group LLC | 473,842 | $200.1M | 0.15% | −126,234−21.0% | Reduced |
| Wells Fargo & Company | 475,818 | $201.0M | 0.04% | +141,856+42.5% | Added |
| Citigroup Inc | 481,665 | $203.4M | 0.14% | −42,794−8.2% | Reduced |
| Goldman Sachs Group Inc | 514,006 | $217.1M | 0.03% | −88,090−14.6% | Reduced |
| Hamlin Capital Management, LLC | 523,176 | $221.0M | 5.03% | −19,061−3.5% | Reduced |
| London Co of Virginia | 548,615 | $231.7M | 1.28% | +548,615 | New |
| Loomis Sayles & Co L P | 556,661 | $235.1M | 0.28% | −6,084−1.1% | Reduced |
| UBS Group AG | 592,817 | $250.4M | 0.05% | −293,837−33.1% | Reduced |
| Cincinnati Insurance Co | 606,400 | $256.1M | 3.97% | 00.0% | Unchanged |
| Deutsche Bank AG | 622,145 | $262.8M | 0.09% | +163,344+35.6% | Added |
| Amundi | 609,720 | $267.6M | 0.09% | −421,047−40.8% | Reduced |
| AQR Capital Management LLC | 659,376 | $276.2M | 0.18% | +17,798+2.8% | Added |
| Nuveen, LLC | 707,528 | $298.8M | 0.08% | +336,930+90.9% | Added |
| HSBC Holdings PLC | 739,105 | $311.8M | 0.18% | +54,394+7.9% | Added |
| Envestnet Asset Management Inc | 747,211 | $315.6M | 0.09% | −61,012−7.5% | Reduced |
| LSV Asset Management | 773,273 | $326.6M | 0.72% | −251,408−24.5% | Reduced |
| Allianz Asset Management GmbH | 788,537 | $333.1M | 0.41% | −49,157−5.9% | Reduced |
| American Century Companies Inc | 840,372 | $354.9M | 0.18% | −69,281−7.6% | Reduced |
| Principal Financial Group Inc | 858,404 | $362.6M | 0.18% | −42,790−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 894,883 | $378.0M | 0.06% | −3,759−0.4% | Reduced |
| Invesco Ltd. | 947,707 | $400.3M | 0.06% | −176,769−15.7% | Reduced |
| Stifel Financial Corp | 1,053,907 | $445.1M | 0.41% | −27,353−2.5% | Reduced |
| Marshfield Associates | 1,104,552 | $466.5M | 8.07% | +48,493+4.6% | Added |
| JPMorgan Chase & Co | 1,106,285 | $467.3M | 0.03% | −23,585−2.1% | Reduced |
| Boston Partners | 1,119,400 | $473.5M | 0.49% | +1,119,400 | New |
| Legal & General Group Plc | 1,228,594 | $518.9M | 0.12% | −81,301−6.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,266,364 | $534.9M | 1.66% | −266,374−17.4% | Reduced |
| Ameriprise Financial Inc | 1,384,458 | $585.0M | 0.13% | −146,449−9.6% | Reduced |
| First Eagle Investment Management, LLC | 1,423,501 | $601.2M | 1.09% | −99,547−6.5% | Reduced |
| Bank of New York Mellon Corp | 1,450,659 | $612.7M | 0.11% | +488,430+50.8% | Added |
| UBS Asset Management Americas Inc | 1,496,219 | $632.0M | 0.14% | −260,115−14.8% | Reduced |
| Raymond James Financial Inc | 1,515,473 | $640.1M | 0.21% | +64,822+4.5% | Added |
| Dimensional Fund Advisors LP | 1,537,347 | $649.3M | 0.14% | +7,372+0.5% | Added |
| Royal Bank of Canada | 1,577,184 | $666.2M | 0.12% | +474,705+43.1% | Added |
| Price T Rowe Associates Inc | 1,615,967 | $682.5M | 0.07% | −415,276−20.4% | Reduced |
| Bank of America Corp | 1,648,052 | $696.1M | 0.05% | +604,282+57.9% | Added |
| Northern Trust Corp | 1,727,267 | $729.5M | 0.09% | −21,647−1.2% | Reduced |
| Fisher Asset Management, LLC | 3,367,001 | $1.42B | 0.51% | +91,956+2.8% | Added |
| Geode Capital Management, LLC | 3,549,180 | $1.49B | 0.10% | +49,940+1.4% | Added |
| Morgan Stanley | 3,789,495 | $1.60B | 0.10% | +17,901+0.5% | Added |
| FMR LLC | 4,114,884 | $1.74B | 0.09% | +2,939,725+250.2% | Added |
| State Street Corp | 6,460,224 | $2.73B | 0.09% | −78,967−1.2% | Reduced |
| BlackRock, Inc. | 11,613,541 | $4.91B | 0.09% | −614,935−5.0% | Reduced |
| Vanguard Group Inc | 17,648,231 | $7.45B | 0.11% | +20,082+0.1% | Added |
| Public Investment Fund | 0 | $0 | 0.00% | −1,095,578−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −246,804−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −120,879−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −50,710−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −38,094−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −32,776−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −22,735−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,991−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −19,660−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,034−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −17,038−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,212−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −14,771−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −12,859−100.0% | Sold out |