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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, 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.

Institutional holdersQ3 2025: 1,687 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 heldQ3 2025: $49.0B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q2 2025.

Institutions holding CMI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
DDD Partners, LLC45,887$19.4M1.23%−25,771−36.0%Reduced
Aventail Capital Group, LP45,364$19.2M0.91%+45,364New
St Germain D J Co Inc45,111$19.1M0.76%−7,108−13.6%Reduced
Welch & Forbes LLC45,085$19.0M0.23%−30−0.1%Reduced
Hudson Bay Capital Management LP45,003$19.0M0.12%+19,820+78.7%Added
Los Angeles Capital Management LLC44,804$18.9M0.06%+2,707+6.4%Added
Beese Fulmer Investment Management, Inc.43,975$18.6M1.28%+29+0.1%Added
Advisors Asset Management, Inc.43,882$18.5M0.31%+3,083+7.6%Added
Janney Montgomery Scott LLC43,316$18.3M0.04%−1,217−2.7%Reduced
Point72 Asset Management, L.P.43,274$18.3M0.04%+6,794+18.6%Added
GWM Advisors LLC42,365$17.9M0.08%+2,086+5.2%Added
Varma Mutual Pension Insurance Co40,720$17.2M0.11%+5,100+14.3%Added
State of Michigan Retirement System40,637$17.2M0.08%−200−0.5%Reduced
Weybosset Research & Management LLC40,395$17.1M5.51%−484−1.2%Reduced
Arizona State Retirement System40,244$17.0M0.09%−23−0.1%Reduced
O'Shaughnessy Asset Management, LLC39,963$16.9M0.10%+3,032+8.2%Added
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus39,936$16.9M2.11%−103−0.3%Reduced
Allen Mooney & Barnes Investment Advisors LLC39,045$16.5M2.57%+628+1.6%Added
Vontobel Holding Ltd.39,043$16.5M0.05%−2,086−5.1%Reduced
Swiss Life Asset Management Ltd38,950$16.5M0.09%+4,848+14.2%Added
Baird Financial Group, Inc.38,838$16.4M0.03%+1,408+3.8%Added
Eldred Rock Partners, LLC38,817$16.4M4.09%+4,186+12.1%Added
CIBC Private Wealth Group, LLC38,646$16.3M0.03%−799−2.0%Reduced
Jacobs Levy Equity Management, Inc38,550$16.3M0.06%−47,066−55.0%Reduced
NewSquare Capital LLC38,499$16.3M1.10%+445+1.2%Added
Linscomb & Williams, Inc.38,466$16.2M0.70%−576−1.5%Reduced
M&T Bank Corp38,345$16.2M0.05%−2,901−7.0%Reduced
Davenport & Co LLC38,343$16.2M0.09%−94−0.2%Reduced
Two Point Capital Management, Inc.38,298$16.2M6.50%−423−1.1%Reduced
Richard C. Young & CO., LTD.38,076$16.1M1.49%+161+0.4%Added
Knights of Columbus Asset Advisors LLC38,046$16.1M0.92%−401−1.0%Reduced
Mackenzie Financial Corp37,296$15.8M0.02%+8,437+29.2%Added
Sanctuary Advisors, LLC36,674$15.5M0.09%+832+2.3%Added
Cambridge Investment Research Advisors, Inc.36,318$15.3M0.04%+1,314+3.8%Added
Benjamin Edwards Inc36,202$15.3M0.17%+1,638+4.7%Added
Verity & Verity, LLC36,181$15.3M1.22%+1,177+3.4%Added
Noesis Capital Mangement Corp36,097$15.2M2.37%+119+0.3%Added
Novare Capital Management LLC35,430$15.0M1.14%−1,749−4.7%Reduced
Franklin Street Advisors Inc35,344$14.9M0.86%+682+2.0%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management35,272$14.9M0.30%−590−1.6%Reduced
Wallington Asset Management, LLC35,268$14.9M1.93%+548+1.6%Added
Cornerstone Wealth Group, LLC35,174$14.9M1.00%+162+0.5%Added
Tiaa Trust, National Association35,117$14.8M0.04%+31,367+836.5%Added
Czech National Bank34,995$14.8M0.10%+1,323+3.9%Added
Culbertson A N & Co Inc34,871$14.7M2.08%−382−1.1%Reduced
Raiffeisen Bank International AG35,065$14.7M0.20%−16,250−31.7%Reduced
LMCG Investments, LLC34,523$14.6M0.86%−128−0.4%Reduced
Investment House LLC34,252$14.5M0.69%00.0%Unchanged
MetLife Investment Management34,185$14.4M0.07%−914−2.6%Reduced
Jacobs & Co34,027$14.4M1.37%−816−2.3%Reduced
Comerica Bank33,874$14.3M0.05%+1,350+4.2%Added
Steward Partners Investment Advisory, LLC33,842$14.3M0.08%+2,589+8.3%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund33,775$14.3M0.12%−2,586−7.1%Reduced
SummitTX Capital, L.P.33,666$14.2M0.59%+27,645+459.1%Added
Pinnacle Associates Ltd33,581$14.2M0.19%−326−1.0%Reduced
MML Investors Services, LLC33,462$14.1M0.04%−258−0.8%Reduced
Allworth Financial LP33,363$14.1M0.06%+463+1.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys33,087$14.0M0.07%−698−2.1%Reduced
Union Bancaire Privee, UBP SA22,952$13.9M0.29%−949−4.0%Reduced
United Bank32,931$13.9M1.66%−4,085−11.0%Reduced
Summit Financial Wealth Advisors, LLC32,707$13.9M2.15%−130−0.4%Reduced
ING Groep NV32,812$13.9M0.07%−18,314−35.8%Reduced
Foster Victor Wealth Advisors, LLC31,780$13.8M0.86%−46−0.1%Reduced
Erste Asset Management GmbH32,792$13.8M0.13%−7,176−18.0%Reduced
Tribune Investment Group LP31,999$13.5M6.55%+4,999+18.5%Added
JustInvest LLC31,722$13.4M0.14%−139−0.4%Reduced
Albar Capital Partners LLP31,580$13.3M3.04%+31,580New
Massachusetts Financial Services Co31,556$13.3M0.00%+31,556New
Citizens Financial Group Inc31,121$13.1M0.18%−113−0.4%Reduced
ASR Vermogensbeheer N.V.31,039$13.1M0.16%−180−0.6%Reduced
Mirae Asset Global Investments Co., Ltd.31,031$13.1M0.04%+2,417+8.4%Added
MUFG Securities EMEA plc30,637$12.9M0.32%+2,232+7.9%Added
Wedge Capital Management L L P30,558$12.9M0.22%−1,022−3.2%Reduced
Adams Asset Advisors, LLC29,551$12.5M1.61%00.0%Unchanged
Jane Street Group, LLC29,532$12.5M0.01%−186,619−86.3%Reduced
Panagora Asset Management Inc29,496$12.5M0.05%−1,511−4.9%Reduced
Retirement Systems of Alabama29,394$12.4M0.04%−165−0.6%Reduced
Atwater Malick LLC28,475$12.0M3.49%−7,508−20.9%Reduced
CWM, LLC28,235$11.9M0.04%+10,411+58.4%Added
Susquehanna International Group, LLP28,212$11.9M0.02%−358−1.3%Reduced
Waratah Capital Advisors Ltd.28,019$11.8M0.80%+28,019New
IFM Investors Pty Ltd27,721$11.6M0.10%−243−0.9%Reduced
BLI - Banque de Luxembourg Investments27,570$11.6M0.34%−38,870−58.5%Reduced
Amalgamated Bank26,803$11.3M0.08%−466−1.7%Reduced
Skandinaviska Enskilda Banken AB (publ)26,601$11.2M0.05%−1,471−5.2%Reduced
Van Eck Associates Corp26,572$11.2M0.01%+516+2.0%Added
Jefferies Financial Group Inc.26,350$11.1M0.10%+26,350New
Pathstone Holdings, LLC26,180$11.1M0.04%+533+2.1%Added
Assetmark, Inc26,057$11.0M0.02%−1,606−5.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund25,355$10.7M0.02%+19,860+361.4%Added
Jones Financial Companies LLLP25,424$10.6M0.01%+3,183+14.3%Added
Advisory Services Network, LLC24,886$10.5M0.15%+3,416+15.9%Added
L & S Advisors Inc24,592$10.4M1.00%+5,087+26.1%Added
B. Metzler seel. Sohn & Co. AG24,497$10.3M0.09%+7,684+45.7%Added
Xponance, Inc.24,316$10.3M0.08%+3,084+14.5%Added
SFE Investment Counsel24,249$10.2M1.64%−281−1.1%Reduced
Evergreen Capital Management LLC24,195$10.2M0.24%+282+1.2%Added
SRS Capital Advisors, Inc.24,088$10.2M0.15%+23,655+5,463.0%Added
Foster & Motley Inc24,073$10.2M0.55%−2,373−9.0%Reduced
Thrivent Financial for Lutherans23,902$10.1M0.02%−253−1.0%Reduced