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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 16,290 | $8.32M | 0.03% | +1,341+9.0% | Added |
| Cullen Investment Group, Ltd. | 15,099 | $8.34M | 1.08% | −196−1.3% | Reduced |
| Principle Wealth Partners LLC | 16,363 | $8.35M | 0.47% | +31+0.2% | Added |
| YHB Investment Advisors, Inc. | 16,413 | $8.38M | 0.58% | −57−0.3% | Reduced |
| Atria Investments LLC | 16,481 | $8.41M | 0.10% | +3,390+25.9% | Added |
| Old National Bancorp | 16,496 | $8.42M | 0.14% | −603−3.5% | Reduced |
| Old Second National Bank of Aurora | 16,979 | $8.67M | 1.73% | −30.0% | Reduced |
| Commerce Bank | 17,028 | $8.69M | 0.05% | −535−3.0% | Reduced |
| Adell Harriman & Carpenter Inc | 17,070 | $8.71M | 0.52% | +43+0.3% | Added |
| Patton Albertson Miller Group, LLC | 17,288 | $8.82M | 1.04% | −648−3.6% | Reduced |
| Impax Asset Management Group plc | 17,338 | $8.85M | 0.06% | −2,945−14.5% | Reduced |
| Axxcess Wealth Management, LLC | 17,493 | $8.93M | 0.16% | +269+1.6% | Added |
| King Luther Capital Management Corp | 17,532 | $8.95M | 0.04% | −1,627−8.5% | Reduced |
| Public Employees Retirement Association of Colorado | 17,611 | $8.99M | 0.03% | −41−0.2% | Reduced |
| Highland Capital Management, LLC | 17,694 | $9.03M | 0.45% | −840−4.5% | Reduced |
| Manning & Napier Advisors LLC | 17,643 | $9.06M | 0.12% | −1,493−7.8% | Reduced |
| Federated Hermes, Inc. | 17,765 | $9.07M | 0.02% | +17,113+2,624.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,956 | $9.17M | 0.07% | +119+0.7% | Added |
| Public Sector Pension Investment Board | 17,984 | $9.18M | 0.03% | −4,450−19.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 18,002 | $9.19M | 1.40% | +85+0.5% | Added |
| Legacy Trust | 18,169 | $9.27M | 1.73% | +413+2.3% | Added |
| Ascent Wealth Partners, LLC | 18,268 | $9.32M | 1.07% | −79−0.4% | Reduced |
| Rakuten Investment Management, Inc. | 18,148 | $9.34M | 0.03% | −7,100−28.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 18,443 | $9.41M | 0.31% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 16,658 | $9.42M | 0.10% | −1,769−9.6% | Reduced |
| Private Advisor Group, LLC | 18,503 | $9.45M | 0.04% | +180+1.0% | Added |
| Lynch Asset Management, Inc. | 18,550 | $9.47M | 2.98% | +100+0.5% | Added |
| Verdence Capital Advisors LLC | 18,652 | $9.52M | 0.56% | +9,726+109.0% | Added |
| Ironwood Investment Counsel, LLC | 18,707 | $9.55M | 1.33% | −1,050−5.3% | Reduced |
| ING Groep NV | 18,839 | $9.62M | 0.06% | −13,973−42.6% | Reduced |
| New York Life Investment Management LLC | 18,939 | $9.67M | 0.08% | +213+1.1% | Added |
| RBA Wealth Management, LLC | 19,007 | $9.70M | 3.29% | −698−3.5% | Reduced |
| Dakota Wealth Management | 19,089 | $9.74M | 0.17% | +472+2.5% | Added |
| GHP Investment Advisors, Inc. | 19,144 | $9.77M | 0.40% | −100−0.5% | Reduced |
| McGuire Investment Group, LLC | 19,188 | $9.79M | 1.05% | +197+1.0% | Added |
| CIBC World Markets Corp | 19,194 | $9.80M | 0.05% | +19,194 | New |
| Columbus Macro, LLC | 19,218 | $9.81M | 1.07% | +333+1.8% | Added |
| Advocate Group LLC | 19,346 | $9.87M | 1.60% | −2,790−12.6% | Reduced |
| Gibraltar Capital Management, Inc. | 19,465 | $9.94M | 1.69% | −735−3.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 19,521 | $9.97M | 0.01% | −43,057−68.8% | Reduced |
| Lazard Asset Management LLC | 19,718 | $10.1M | 0.02% | +4,484+29.4% | Added |
| Brinker Capital Investments, LLC | 19,750 | $10.1M | 0.07% | +8,853+81.2% | Added |
| Shellback Capital, LP | 20,000 | $10.2M | 0.97% | +20,000 | New |
| Merit Financial Group, LLC | 20,159 | $10.3M | 0.08% | +1,707+9.3% | Added |
| Aquatic Capital Management LLC | 20,196 | $10.3M | 0.29% | +20,196 | New |
| Nordwand Advisors, LLC | 20,617 | $10.5M | 1.84% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 21,005 | $10.7M | 0.20% | −420−2.0% | Reduced |
| Sterling Capital Management LLC | 21,101 | $10.8M | 0.18% | +12,487+145.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,167 | $10.8M | 0.09% | −995−4.5% | Reduced |
| Cardinal Capital Management | 21,455 | $11.0M | 1.45% | −24−0.1% | Reduced |
| Smith, Salley & Associates | 21,768 | $11.1M | 0.55% | +20,299+1,381.8% | Added |
| Level Four Advisory Services, LLC | 21,901 | $11.2M | 0.37% | −36−0.2% | Reduced |
| Boston Common Asset Management, LLC | 21,991 | $11.2M | 0.68% | −276−1.2% | Reduced |
| Tribune Investment Group LP | 22,000 | $11.2M | 6.83% | −9,999−31.2% | Reduced |
| Gendell Jeffrey L | 22,240 | $11.4M | 0.20% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22,407 | $11.4M | 0.16% | −2,479−10.0% | Reduced |
| Wedge Capital Management L L P | 22,537 | $11.5M | 0.21% | −8,021−26.2% | Reduced |
| Foster & Motley Inc | 22,645 | $11.6M | 0.62% | −1,428−5.9% | Reduced |
| SFE Investment Counsel | 22,664 | $11.6M | 1.80% | −1,585−6.5% | Reduced |
| Utah Retirement Systems | 22,743 | $11.6M | 0.11% | 00.0% | Unchanged |
| Orion Investment Co | 22,785 | $11.6M | 3.56% | +74+0.3% | Added |
| Rowland & Co Investment Counsel | 22,842 | $11.7M | 2.25% | −210−0.9% | Reduced |
| BLI - Banque de Luxembourg Investments | 22,749 | $11.7M | 0.34% | −4,821−17.5% | Reduced |
| Macquarie Group Ltd | 23,067 | $11.8M | 0.05% | −250,037−91.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 23,100 | $11.8M | 0.09% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 23,526 | $12.0M | 1.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 23,891 | $12.2M | 0.04% | +2,233+10.3% | Added |
| Thrivent Financial for Lutherans | 23,936 | $12.3M | 0.02% | +34+0.1% | Added |
| Atwater Malick LLC | 24,025 | $12.3M | 3.38% | −4,450−15.6% | Reduced |
| Evergreen Capital Management LLC | 24,132 | $12.3M | 0.28% | −63−0.3% | Reduced |
| Assetmark, Inc | 24,261 | $12.4M | 0.03% | −1,796−6.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 24,436 | $12.5M | 0.09% | +24,436 | New |
| British Columbia Investment Management Corp | 24,448 | $12.5M | 0.07% | +4,651+23.5% | Added |
| Northwestern Mutual Wealth Management Co | 24,950 | $12.7M | 0.01% | +1,351+5.7% | Added |
| Xponance, Inc. | 25,554 | $13.0M | 0.10% | +1,238+5.1% | Added |
| ProShare Advisors LLC | 25,618 | $13.1M | 0.02% | +2,230+9.5% | Added |
| Azimuth Capital Investment Management LLC | 25,719 | $13.1M | 0.47% | +25,719 | New |
| Amalgamated Bank | 25,797 | $13.2M | 0.10% | −1,006−3.8% | Reduced |
| Pathstone Holdings, LLC | 25,991 | $13.3M | 0.05% | −189−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 26,006 | $13.3M | 0.12% | +1,509+6.2% | Added |
| IFM Investors Pty Ltd | 26,117 | $13.3M | 0.11% | −1,604−5.8% | Reduced |
| Nissay Asset Management Corp | 26,445 | $13.5M | 0.07% | +8,804+49.9% | Added |
| NewSquare Capital LLC | 27,013 | $13.8M | 1.22% | −11,486−29.8% | Reduced |
| D. E. Shaw & Co., Inc. | 27,247 | $13.9M | 0.01% | −136,440−83.4% | Reduced |
| ASR Vermogensbeheer N.V. | 27,365 | $14.0M | 0.16% | −3,674−11.8% | Reduced |
| United Bank | 27,381 | $14.0M | 1.85% | −5,550−16.9% | Reduced |
| SummitTX Capital, L.P. | 27,721 | $14.2M | 0.43% | −5,945−17.7% | Reduced |
| Bank of Nova Scotia | 27,976 | $14.3M | 0.02% | +8,022+40.2% | Added |
| Glenmede Trust Co NA | 28,579 | $14.6M | 0.07% | +28,579 | New |
| MUFG Securities EMEA plc | 28,659 | $14.6M | 0.17% | −1,978−6.5% | Reduced |
| Jones Financial Companies LLLP | 29,168 | $14.9M | 0.01% | +3,744+14.7% | Added |
| Adams Asset Advisors, LLC | 29,259 | $14.9M | 1.97% | −292−1.0% | Reduced |
| Retirement Systems of Alabama | 29,365 | $15.0M | 0.05% | −29−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 29,463 | $15.0M | 0.06% | +2,862+10.8% | Added |
| Citizens Financial Group Inc | 30,101 | $15.4M | 0.21% | −1,020−3.3% | Reduced |
| CWM, LLC | 30,378 | $15.5M | 0.04% | +2,143+7.6% | Added |
| Schonfeld Strategic Advisors LLC | 30,425 | $15.5M | 0.08% | −51,294−62.8% | Reduced |
| Bridgewater Associates, LP | 30,783 | $15.7M | 0.06% | +26,120+560.2% | Added |
| Quadrature Capital Ltd | 30,809 | $15.7M | 0.16% | +30,809 | New |
| Advisor Group Holdings, Inc. | 30,788 | $15.7M | 0.02% | −16,555−35.0% | Reduced |