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 |
|---|---|---|---|---|---|
| PensionDanmark Pensionsforsikringsaktieselskab | 30,903 | $15.8M | 0.14% | +30,903 | New |
| Panagora Asset Management Inc | 31,102 | $15.9M | 0.06% | +1,606+5.4% | Added |
| Payden & Rygel | 31,200 | $15.9M | 1.11% | +8,100+35.1% | Added |
| Union Bancaire Privee, UBP SA | 20,599 | $15.9M | 0.27% | −2,353−10.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 31,366 | $16.0M | 2.29% | −1,341−4.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 31,495 | $16.1M | 0.13% | −2,280−6.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,108 | $16.4M | 0.08% | −979−3.0% | Reduced |
| Jacobs & Co | 32,294 | $16.5M | 1.56% | −1,733−5.1% | Reduced |
| Franklin Street Advisors Inc | 32,610 | $16.6M | 0.95% | −2,734−7.7% | Reduced |
| Allworth Financial LP | 32,686 | $16.7M | 0.07% | −677−2.0% | Reduced |
| Erste Asset Management GmbH | 32,475 | $16.7M | 0.14% | −317−1.0% | Reduced |
| JustInvest LLC | 32,919 | $16.8M | 0.16% | +1,197+3.8% | Added |
| MetLife Investment Management | 33,084 | $16.9M | 0.08% | −1,101−3.2% | Reduced |
| Pinnacle Associates Ltd | 33,221 | $17.0M | 0.22% | −360−1.1% | Reduced |
| LMCG Investments, LLC | 33,594 | $17.1M | 0.98% | −929−2.7% | Reduced |
| Raiffeisen Bank International AG | 33,589 | $17.3M | 0.22% | −1,476−4.2% | Reduced |
| Investment House LLC | 33,947 | $17.3M | 0.82% | −305−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,018 | $17.4M | 0.10% | +176+0.5% | Added |
| Novare Capital Management LLC | 34,067 | $17.4M | 1.30% | −1,363−3.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,158 | $17.4M | 0.31% | −1,114−3.2% | Reduced |
| Benjamin Edwards Inc | 34,366 | $17.6M | 0.19% | −1,836−5.1% | Reduced |
| Credit Agricole S A | 34,401 | $17.6M | 0.05% | −24,784−41.9% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 34,436 | $17.6M | 0.63% | +34,436 | New |
| Eldred Rock Partners, LLC | 34,571 | $17.6M | 4.58% | −4,246−10.9% | Reduced |
| Cornerstone Wealth Group, LLC | 34,669 | $17.7M | 1.21% | −505−1.4% | Reduced |
| Culbertson A N & Co Inc | 34,741 | $17.7M | 2.43% | −130−0.4% | Reduced |
| Tiaa Trust, National Association | 34,802 | $17.8M | 0.04% | −315−0.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 30,903 | $17.9M | 1.04% | −877−2.8% | Reduced |
| Comerica Bank | 35,260 | $18.0M | 0.07% | +1,386+4.1% | Added |
| Wallington Asset Management, LLC | 35,279 | $18.0M | 2.28% | +110.0% | Added |
| CIBC Asset Management Inc | 35,458 | $18.1M | 0.04% | +13,157+59.0% | Added |
| Noesis Capital Mangement Corp | 35,605 | $18.2M | 2.64% | −492−1.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 35,640 | $18.2M | 1.03% | −2,406−6.3% | Reduced |
| Verity & Verity, LLC | 35,731 | $18.2M | 1.42% | −450−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 35,807 | $18.3M | 0.05% | +4,776+15.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,022 | $18.4M | 0.05% | −296−0.8% | Reduced |
| Van Eck Associates Corp | 36,092 | $18.4M | 0.02% | +9,520+35.8% | Added |
| Varma Mutual Pension Insurance Co | 36,130 | $18.4M | 0.11% | −4,590−11.3% | Reduced |
| State of Michigan Retirement System | 36,131 | $18.4M | 0.09% | −4,506−11.1% | Reduced |
| Czech National Bank | 36,398 | $18.6M | 0.12% | +1,403+4.0% | Added |
| Jacobs Levy Equity Management, Inc | 36,425 | $18.6M | 0.07% | −2,125−5.5% | Reduced |
| Baird Financial Group, Inc. | 37,961 | $19.4M | 0.03% | −877−2.3% | Reduced |
| Linscomb & Williams, Inc. | 38,027 | $19.4M | 0.81% | −439−1.1% | Reduced |
| M&T Bank Corp | 38,180 | $19.5M | 0.06% | −165−0.4% | Reduced |
| Two Point Capital Management, Inc. | 38,347 | $19.6M | 7.93% | +49+0.1% | Added |
| Los Angeles Capital Management LLC | 44,773 | $19.6M | 0.07% | −31−0.1% | Reduced |
| Davenport & Co LLC | 38,704 | $19.8M | 0.11% | +361+0.9% | Added |
| Richard C. Young & CO., LTD. | 38,851 | $19.8M | 1.78% | +775+2.0% | Added |
| Arizona State Retirement System | 38,871 | $19.8M | 0.11% | −1,373−3.4% | Reduced |
| Vontobel Holding Ltd. | 39,040 | $19.9M | 0.07% | −30.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 39,130 | $20.0M | 3.01% | +85+0.2% | Added |
| CIBC Private Wealth Group, LLC | 39,179 | $20.0M | 0.03% | +533+1.4% | Added |
| Weybosset Research & Management LLC | 39,315 | $20.1M | 6.19% | −1,080−2.7% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 39,774 | $20.3M | 2.33% | −162−0.4% | Reduced |
| DnB Asset Management AS | 40,086 | $20.5M | 0.07% | −24,293−37.7% | Reduced |
| Swiss Life Asset Management Ltd | 42,454 | $21.7M | 0.11% | +3,504+9.0% | Added |
| MML Investors Services, LLC | 42,616 | $21.8M | 0.05% | +9,154+27.4% | Added |
| O'Shaughnessy Asset Management, LLC | 42,679 | $21.8M | 0.12% | +2,716+6.8% | Added |
| GWM Advisors LLC | 43,099 | $22.0M | 0.08% | +734+1.7% | Added |
| St Germain D J Co Inc | 43,897 | $22.4M | 0.87% | −1,214−2.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 44,099 | $22.5M | 1.47% | +124+0.3% | Added |
| Advisors Asset Management, Inc. | 44,329 | $22.6M | 0.38% | +447+1.0% | Added |
| Welch & Forbes LLC | 44,370 | $22.6M | 0.27% | −715−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 44,405 | $22.7M | 0.28% | −2,740−5.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 44,372 | $22.7M | 0.11% | −1,663−3.6% | Reduced |
| Natixis | 45,115 | $23.0M | 0.09% | −2,159−4.6% | Reduced |
| Applied Finance Capital Management, LLC | 45,744 | $23.4M | 1.67% | −10,605−18.8% | Reduced |
| Sanctuary Advisors, LLC | 45,747 | $23.4M | 0.13% | +9,073+24.7% | Added |
| Cincinnati Casualty Co | 46,000 | $23.5M | 11.91% | 00.0% | Unchanged |
| DDD Partners, LLC | 46,127 | $23.5M | 1.50% | +240+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 46,840 | $23.9M | 0.96% | 00.0% | Unchanged |
| HRT Financial LP | 47,506 | $24.2M | 0.08% | +46,636+5,360.5% | Added |
| State of New Jersey Common Pension Fund D | 47,590 | $24.3M | 0.09% | −1,205−2.5% | Reduced |
| Hudson Bay Capital Management LP | 47,730 | $24.4M | 0.14% | +2,727+6.1% | Added |
| Associated Banc-Corp | 48,155 | $24.6M | 0.63% | −1,447−2.9% | Reduced |
| Brown Advisory Inc | 49,185 | $25.1M | 0.04% | −6,443−11.6% | Reduced |
| Covalis Capital LLP | 49,802 | $25.4M | 1.98% | −13,410−21.2% | Reduced |
| Cartenna Capital, LP | 50,000 | $25.5M | 1.34% | −65,000−56.5% | Reduced |
| Janney Montgomery Scott LLC | 50,028 | $25.5M | 0.06% | +6,712+15.5% | Added |
| Blair William & Co | 50,080 | $25.6M | 0.07% | +1,990+4.1% | Added |
| QRG Capital Management, Inc. | 50,352 | $25.7M | 0.29% | +30,775+157.2% | Added |
| Ofi Invest Asset Management | 59,758 | $26.0M | 0.37% | +59,358+14,839.5% | Added |
| Wharton Business Group, LLC | 52,026 | $26.6M | 1.01% | −880−1.7% | Reduced |
| Windward Capital Management Co | 52,628 | $26.9M | 2.13% | −1,653−3.0% | Reduced |
| Susquehanna International Group, LLP | 53,268 | $27.2M | 0.04% | +25,056+88.8% | Added |
| Mn Services Vermogensbeheer B.V. | 53,383 | $27.2M | 0.17% | +1,280+2.5% | Added |
| Verition Fund Management LLC | 53,797 | $27.5M | 0.15% | +38,097+242.7% | Added |
| Public Employees Retirement System of Ohio | 54,331 | $27.7M | 0.09% | −6,253−10.3% | Reduced |
| Ieq Capital, LLC | 55,202 | $28.2M | 0.08% | +5,180+10.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 52,065 | $28.5M | 0.04% | +905+1.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 56,526 | $28.9M | 0.14% | −1,322−2.3% | Reduced |
| Bailard, Inc. | 57,435 | $29.3M | 0.65% | −2,395−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 57,725 | $29.7M | 0.08% | −367−0.6% | Reduced |
| State of Tennessee, Treasury Department | 51,920 | $30.1M | 0.10% | +3,331+6.9% | Added |
| Woodline Partners LP | 59,193 | $30.2M | 0.12% | −12,326−17.2% | Reduced |
| STRS Ohio | 59,297 | $30.3M | 0.11% | +2,406+4.2% | Added |
| Kestra Advisory Services, LLC | 59,424 | $30.3M | 0.13% | +4,765+8.7% | Added |
| HM Payson & Co | 60,259 | $30.8M | 0.43% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 60,066 | $30.8M | 0.04% | +22,770+61.1% | Added |
| Eurizon Capital SGR S.p.A. | 60,484 | $30.9M | 0.10% | +60,484 | New |