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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; 2,112 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, Q4 2025

Institutional positions in Cummins Inc as of Dec 31, 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
1,880
+224 vs. Q3 2025
Shares held
118.5M
+2.71M (+2.3%) vs. Q3 2025
Total value
$60.4B
+$11.6B (+23.6%) vs. Q3 2025
New holders
299
614 more added
Sold out
75
666 more reduced

31 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 1,880 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: 2,112 institutions
Value heldQ4 2025: $60.4B
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 20262,112$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, Q4 2025

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q3 2025.

Institutions holding CMI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc17,746,775$9.06B0.13%+98,544+0.6%Added
BlackRock, Inc.11,802,336$6.02B0.10%+188,795+1.6%Added
State Street Corp6,509,852$3.32B0.11%+49,628+0.8%Added
FMR LLC5,649,245$2.88B0.15%+1,534,361+37.3%Added
Geode Capital Management, LLC3,584,466$1.82B0.11%+35,286+1.0%Added
Fisher Asset Management, LLC3,410,723$1.74B0.59%+43,722+1.3%Added
Morgan Stanley3,234,236$1.65B0.10%−555,259−14.7%Reduced
Northern Trust Corp1,701,610$868.6M0.11%−25,657−1.5%Reduced
Norges Bank1,691,530$863.4M0.09%+1,691,530New
Bank of America Corp1,636,146$835.2M0.06%−11,906−0.7%Reduced
Raymond James Financial Inc1,555,541$794.5M0.25%+40,068+2.6%Added
Royal Bank of Canada1,551,364$791.9M0.14%−25,820−1.6%Reduced
Dimensional Fund Advisors LP1,547,919$790.2M0.17%+10,572+0.7%Added
UBS Asset Management Americas Inc1,431,777$730.9M0.15%−64,442−4.3%Reduced
Boston Partners1,100,539$564.6M0.58%−18,861−1.7%Reduced
Bank of New York Mellon Corp1,077,017$549.8M0.10%−373,642−25.8%Reduced
Ameriprise Financial Inc1,069,048$545.7M0.12%−315,410−22.8%Reduced
Legal & General Group Plc1,029,679$525.6M0.12%−198,915−16.2%Reduced
Price T Rowe Associates Inc980,252$500.4M0.05%−635,715−39.3%Reduced
Stifel Financial Corp922,873$471.1M0.42%−131,034−12.4%Reduced
Citadel Advisors LLC904,544$461.7M0.31%+569,751+170.2%Added
Charles Schwab Investment Management Inc899,129$459.0M0.07%+4,246+0.5%Added
Hotchkis & Wiley Capital Management LLC893,268$456.0M1.36%−373,096−29.5%Reduced
Marshfield Associates763,648$389.8M6.83%−340,904−30.9%Reduced
Invesco Ltd.757,524$386.7M0.04%−190,183−20.1%Reduced
First Eagle Investment Management, LLC754,938$385.4M0.68%−668,563−47.0%Reduced
American Century Companies Inc747,492$381.6M0.19%−92,880−11.1%Reduced
AQR Capital Management LLC742,354$378.9M0.20%+82,978+12.6%Added
HSBC Holdings PLC700,726$357.9M0.20%−38,379−5.2%Reduced
Principal Financial Group Inc698,778$356.7M0.18%−159,626−18.6%Reduced
Nuveen, LLC693,550$354.0M0.09%−13,978−2.0%Reduced
JPMorgan Chase & Co680,756$347.5M0.02%−425,529−38.5%Reduced
Amundi680,134$347.2M0.09%+70,414+11.5%Added
Goldman Sachs Group Inc676,254$345.2M0.05%+162,248+31.6%Added
Allianz Asset Management GmbH663,291$338.6M0.39%−125,246−15.9%Reduced
UBS Group AG641,219$327.3M0.06%+48,402+8.2%Added
Envestnet Asset Management Inc629,672$321.4M0.10%−117,539−15.7%Reduced
Cincinnati Insurance Co606,400$309.5M4.73%00.0%Unchanged
Wells Fargo & Company587,494$299.9M0.06%+111,676+23.5%Added
Nordea Investment Management AB546,540$280.4M0.24%+278,350+103.8%Added
First Trust Advisors LP542,796$277.1M0.20%+385,525+245.1%Added
London Co of Virginia542,656$277.0M1.60%−5,959−1.1%Reduced
Barclays PLC530,373$270.7M0.11%+76,054+16.7%Added
LSV Asset Management522,030$266.5M0.58%−251,243−32.5%Reduced
Loomis Sayles & Co L P503,120$256.8M0.31%−53,541−9.6%Reduced
Hamlin Capital Management, LLC474,865$242.4M5.81%−48,311−9.2%Reduced
Voya Investment Management LLC465,821$237.8M0.23%+367,056+371.6%Added
Deutsche Bank AG421,128$215.0M0.07%−201,017−32.3%Reduced
National Pension Service416,389$212.5M0.16%+173,143+71.2%Added
Neuberger Berman Group LLC407,006$207.8M0.15%−66,836−14.1%Reduced
HighTower Advisors, LLC401,424$204.9M0.22%−39,199−8.9%Reduced
LPL Financial LLC377,839$192.9M0.05%−39,749−9.5%Reduced
Swiss National Bank377,558$192.7M0.11%−19,520−4.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.361,586$184.6M0.11%−10,740−2.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.345,801$176.5M0.20%+239,696+225.9%Added
Beutel, Goodman & Co Ltd.343,643$175.4M1.08%−26,171−7.1%Reduced
Bank of Montreal338,954$173.0M0.07%+7,914+2.4%Added
Balyasny Asset Management LLC333,837$170.4M0.32%+331,550+14,497.2%Added
CI Private Wealth, LLC320,177$163.4M0.22%−3,090−1.0%Reduced
Ontario Teachers Pension Plan Board314,074$160.3M3.56%−7,666−2.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.303,235$158.4M0.11%+12,728+4.4%Added
Robeco Institutional Asset Management B.V.307,416$156.9M0.22%+17,304+6.0%Added
D.A. Davidson & Co.302,705$154.5M0.95%−10,553−3.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund297,783$152.0M0.26%+272,428+1,074.5%Added
Rhumbline Advisers283,130$144.5M0.12%+1,529+0.5%Added
Nomura Asset Management International Inc.281,860$143.9M0.22%+281,860New
Earnest Partners LLC280,395$143.1M0.61%−7,019−2.4%Reduced
Parnassus Investments280,004$142.9M0.37%−11,487−3.9%Reduced
California Public Employees Retirement System269,786$137.7M0.08%+8,264+3.2%Added
Millennium Management LLC259,616$132.5M0.10%+129,037+98.8%Added
Caisse de Depot Et Placement du Quebec241,908$123.5M0.21%+189,333+360.1%Added
Mariner, LLC221,808$113.2M0.13%+17,754+8.7%Added
California State Teachers Retirement System211,073$107.7M0.11%−2,978−1.4%Reduced
Manufacturers Life Insurance Company, The210,801$107.6M0.09%−64,643−23.5%Reduced
Adage Capital Partners GP, L.L.C.209,666$107.0M0.16%+108,400+107.0%Added
SG Americas Securities, LLC205,858$105.1M0.14%+204,916+21,753.3%Added
Jane Street Group, LLC204,575$104.4M0.12%+175,043+592.7%Added
Kames Capital plc203,604$103.9M1.24%+20,219+11.0%Added
Clark Capital Management Group, Inc.197,619$100.9M0.62%+2,461+1.3%Added
Quantinno Capital Management LP193,745$98.9M0.20%+18,203+10.4%Added
Standard Life Aberdeen plc191,721$97.9M0.15%−4,465−2.3%Reduced
Alkeon Capital Management LLC190,000$97.0M0.42%+190,000New
PFA Pension, Forsikringsaktieselskab187,880$96.5M0.27%+187,880New
Qube Research & Technologies Ltd188,592$96.3M0.14%−81,790−30.2%Reduced
DekaBank Deutsche Girozentrale300,506$96.0M0.18%00.0%Unchanged
Canada Pension Plan Investment Board176,273$90.0M0.06%−80,144−31.3%Reduced
Alliancebernstein L.P.175,820$89.7M0.03%+346+0.2%Added
Victory Capital Management Inc170,265$86.9M0.05%−29,371−14.7%Reduced
Energy Income Partners, LLC165,830$84.6M1.53%+165,830New
Franklin Resources Inc165,397$84.4M0.02%+11,078+7.2%Added
Holocene Advisors, LP165,186$84.3M0.18%+43,707+36.0%Added
Ensign Peak Advisors, Inc162,905$83.2M0.15%+48,564+42.5%Added
Walleye Capital LLC161,527$82.5M0.47%+37,599+30.3%Added
Korea Investment CORP158,430$80.9M0.16%+3,680+2.4%Added
Epoch Investment Partners, Inc.157,046$80.2M0.46%−72,633−31.6%Reduced
Wellington Management Group LLP154,797$79.0M0.01%+149,720+2,949.0%Added
Danske Bank A/S154,109$78.7M0.18%−7,751−4.8%Reduced
Zacks Investment Management152,312$77.7M0.61%−997−0.7%Reduced
Worldquant Millennium Advisors LLC150,593$76.9M0.30%+150,593New
Swedbank AB149,772$76.5M0.07%+47,756+46.8%Added