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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
1,879
+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
665 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: 1,879 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: 1,557 institutionsQ1 2025: 1,572 institutionsQ2 2025: 1,564 institutionsQ3 2025: 1,686 institutionsQ4 2025: 1,879 institutionsQ1 2026: 1,968 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 20261,968$62.7B
Q4 20251,879$60.4B
Q3 20251,686$49.0B
Q2 20251,564$38.3B
Q1 20251,572$36.6B
Q4 20241,557$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
Maryland State Retirement & Pension System6,819$3.48M0.07%00.0%Unchanged
Sierra Summit Advisors LLC6,824$3.48M0.53%+139+2.1%Added
Zurich Insurance Group Ltd6,859$3.50M0.02%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.6,864$3.50M0.01%00.0%Unchanged
Bridgewater Advisors Inc.6,050$3.52M0.23%+68+1.1%Added
Gulf International Bank (UK) Ltd6,889$3.52M0.11%00.0%Unchanged
Oppenheimer & Co Inc6,924$3.53M0.05%+159+2.4%Added
River Street Advisors LLC6,929$3.54M1.33%−15−0.2%Reduced
SlateStone Wealth, LLC6,977$3.56M0.30%+197+2.9%Added
Engineers Gate Manager LP6,983$3.56M0.04%+6,353+1,008.4%Added
FIL Ltd6,985$3.57M0.00%+6,985New
Gallo Partners, LP6,995$3.57M3.15%+6,995New
Kerusso Capital Management LLC7,021$3.58M1.66%+1,668+31.2%Added
Warren Averett Asset Management, LLC7,029$3.59M0.03%+903+14.7%Added
Fortem Financial Group, LLC7,034$3.59M0.96%+404+6.1%Added
Enhancing Capital LLC7,038$3.59M2.57%−47−0.7%Reduced
Louisiana State Employees Retirement System7,100$3.62M0.06%−100−1.4%Reduced
Bedel Financial Consulting, Inc.7,112$3.63M0.39%−29−0.4%Reduced
Daymark Wealth Partners, LLC7,175$3.66M0.12%−480−6.3%Reduced
Loudon Investment Management, LLC7,176$3.66M1.91%−350−4.7%Reduced
Cresset Asset Management, LLC7,192$3.67M0.02%+1,022+16.6%Added
Pathway Financial Advisers, LLC7,217$3.68M1.07%−179−2.4%Reduced
Harfst & Associates, Inc.7,245$3.70M0.67%−315−4.2%Reduced
Comprehensive Financial Consultants Institutional, Inc.7,311$3.73M1.13%+6,327+643.0%Added
Trilogy Capital Inc.7,348$3.75M0.17%−1,391−15.9%Reduced
Metis Global Partners, LLC7,365$3.76M0.09%−540−6.8%Reduced
Murphy Pohlad Asset Management LLC7,391$3.77M1.45%−24−0.3%Reduced
MASTERINVEST Kapitalanlage GmbH7,352$3.78M0.36%+348+5.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,399$3.78M0.00%+858+13.1%Added
Summit Trail Advisors, LLC7,500$3.83M0.07%−1,510−16.8%Reduced
Security National Bank of So Dak7,519$3.84M1.89%−28−0.4%Reduced
Graham Capital Management, L.P.7,609$3.88M0.13%−8,896−53.9%Reduced
Farther Finance Advisors, LLC7,619$3.89M0.04%+1,735+29.5%Added
Kayne Anderson Rudnick Investment Management LLC7,639$3.90M0.01%−1,942−20.3%Reduced
Massmutual Trust Co FSB7,717$3.94M0.10%−239−3.0%Reduced
Integrated Wealth Concepts LLC7,773$3.97M0.05%−1,679−17.8%Reduced
Karani Asset Management LLC7,791$3.98M3.49%−2,744−26.0%Reduced
Alps Advisors Inc7,805$3.98M0.02%+13+0.2%Added
GSB Wealth Management, LLC7,863$4.01M0.91%−923−10.5%Reduced
Tulsa Wealth Advisors, INC7,916$4.04M1.34%+7,916New
Geneos Wealth Management Inc.7,935$4.05M0.10%+10.0%Added
Kendall Capital Management7,952$4.06M0.85%−316−3.8%Reduced
Hartford Investment Management Co7,961$4.06M0.12%−106−1.3%Reduced
Peddock Capital Advisors, LLC7,968$4.07M0.85%−114−1.4%Reduced
Fulton Bank, N.A.7,996$4.08M0.14%−337−4.0%Reduced
Aventail Capital Group, LP8,083$4.13M0.24%−37,281−82.2%Reduced
Cumberland Advisors Inc8,125$4.15M1.57%−125−1.5%Reduced
Diversified Trust Co8,132$4.15M0.08%+837+11.5%Added
Central Trust Co8,151$4.16M0.08%−161−1.9%Reduced
Foundations Investment Advisors, LLC8,277$4.22M0.06%−3,347−28.8%Reduced
Scotia Capital Inc.8,319$4.25M0.02%−528−6.0%Reduced
Independent Advisor Alliance8,401$4.29M0.10%+2,977+54.9%Added
Kinneret Advisory, LLC8,430$4.30M0.36%−231−2.7%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP7,517$4.33M0.04%+41+0.5%Added
Omers Administration Corp8,515$4.35M0.03%−1,040−10.9%Reduced
Traynor Capital Management, Inc.8,523$4.35M0.24%+292+3.5%Added
Norinchukin Bank, The8,532$4.36M0.05%+562+7.1%Added
Allspring Global Investments Holdings, LLC8,351$4.36M0.01%+517+6.6%Added
Kentucky Retirement Systems8,641$4.41M0.12%00.0%Unchanged
Canada Post Corp Registered Pension Plan8,648$4.41M0.17%−267−3.0%Reduced
Harrell Investment Partners, LLC8,655$4.42M1.04%−1,083−11.1%Reduced
Cypress Advisory Group LLC8,700$4.44M3.26%00.0%Unchanged
Flputnam Investment Management Co8,702$4.44M0.06%+153+1.8%Added
MAI Capital Management8,713$4.45M0.03%+1,176+15.6%Added
Fulcrum Wealth Advisors, LLC8,749$4.47M3.68%+8,749New
Alyeska Investment Group, L.P.8,762$4.47M0.01%−154,156−94.6%Reduced
Fifth Third Wealth Advisors LLC8,789$4.49M0.16%+2,873+48.6%Added
Vise Technologies, Inc.8,795$4.49M0.09%+1,914+27.8%Added
Strong Tower Advisory Services8,884$4.53M0.81%−110−1.2%Reduced
Railway Pension Investments Ltd8,900$4.54M0.05%00.0%Unchanged
Penobscot Investment Management Company, Inc.8,935$4.56M0.34%00.0%Unchanged
Davy Global Fund Management Ltd8,960$4.57M0.32%−8,544−48.8%Reduced
CAPROCK Group, Inc.8,998$4.59M0.10%+997+12.5%Added
Romano Brothers and Company9,062$4.63M0.53%−889−8.9%Reduced
Vestmark Advisory Solutions, Inc.9,067$4.63M0.06%+8,517+1,548.5%Added
HB Wealth Management, LLC9,141$4.67M0.03%+674+8.0%Added
Watchman Group, Inc.9,156$4.67M1.12%−2,108−18.7%Reduced
XTX Topco Ltd9,288$4.74M0.12%+2,893+45.2%Added
Cullinan Associates Inc9,304$4.75M0.32%−79−0.8%Reduced
Stone Point Wealth LLC9,311$4.75M1.29%−455−4.7%Reduced
Prime Capital Investment Advisors, LLC9,333$4.76M0.06%+784+9.2%Added
AE Wealth Management LLC9,344$4.77M0.03%−6,646−41.6%Reduced
Asset One Wealth Management LLC8,081$4.81M0.66%+8,081New
Mubadala Investment Co PJSC9,430$4.81M0.03%+9,430New
BKD Wealth Advisors, LLC9,586$4.89M0.09%−249−2.5%Reduced
Aull & Monroe Investment Management Corp9,637$4.92M2.47%−17−0.2%Reduced
Community Trust & Investment Co9,729$4.97M0.26%−244−2.4%Reduced
WD Rutherford LLC9,793$5.00M2.09%−122−1.2%Reduced
Mizuho Securities USA LLC10,051$5.01M0.08%+16+0.2%Added
Mirabella Financial Services LLP9,838$5.02M0.48%+9,838New
Greenfield Seitz Capital Management, LLC9,852$5.03M1.65%−99−1.0%Reduced
Cannon Advisors, Inc.8,898$5.03M3.55%−818−8.4%Reduced
American Trust9,860$5.03M0.42%−105−1.1%Reduced
KP Management LLC10,000$5.10M1.59%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich10,120$5.19M0.01%−1,534−13.2%Reduced
Rodgers Brothers Inc.10,193$5.20M0.62%−20−0.2%Reduced
Vident Advisory, LLC10,258$5.24M0.05%+76+0.7%Added
Brown, Lisle/Cummings, Inc.10,274$5.24M1.29%+1,762+20.7%Added
Allstate Corp10,278$5.25M0.07%+5,229+103.6%Added
Larson Financial Group LLC10,339$5.28M0.18%−1,106−9.7%Reduced