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 |
|---|---|---|---|---|---|
| Sanibel Captiva Trust Company, Inc. | 60,800 | $31.0M | 0.86% | −1,286−2.1% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 61,807 | $31.5M | 0.45% | +61,807 | New |
| Captrust Financial Advisors | 62,053 | $31.7M | 0.06% | +3,136+5.3% | Added |
| Nisa Investment Advisors, LLC | 62,756 | $32.0M | 0.11% | +1,111+1.8% | Added |
| Commonwealth Equity Services, LLC | 62,976 | $32.1M | 0.04% | +6,495+11.5% | Added |
| Truist Financial Corp | 64,005 | $32.7M | 0.04% | +2,951+4.8% | Added |
| Peapack Gladstone Financial Corp | 64,342 | $32.8M | 0.41% | −3,152−4.7% | Reduced |
| APG Asset Management N.V. | 75,918 | $33.0M | 0.09% | −5,330−6.6% | Reduced |
| Forsta Ap-Fonden | 65,180 | $33.3M | 0.20% | −760−1.2% | Reduced |
| Gotham Asset Management, LLC | 65,641 | $33.5M | 0.12% | +4,168+6.8% | Added |
| Cullen/Frost Bankers, Inc. | 65,954 | $33.7M | 0.37% | −2,113−3.1% | Reduced |
| Conning Inc. | 66,008 | $33.7M | 1.13% | −18,235−21.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 66,158 | $33.8M | 0.09% | −37,740−36.3% | Reduced |
| Mercer Global Advisors Inc | 70,235 | $35.9M | 0.05% | +10,457+17.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 70,267 | $35.9M | 0.10% | −305−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 70,317 | $35.9M | 0.14% | −10,598−13.1% | Reduced |
| Formuepleje A/S | 70,566 | $36.0M | 2.15% | +70,566 | New |
| US Bancorp | 71,644 | $36.6M | 0.04% | −140−0.2% | Reduced |
| Royal London Asset Management Ltd | 71,888 | $36.7M | 0.08% | −203−0.3% | Reduced |
| Guggenheim Capital LLC | 72,847 | $37.2M | 0.27% | −14,934−17.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 73,052 | $37.3M | 0.09% | −1,860−2.5% | Reduced |
| Busey Wealth Management | 73,512 | $37.5M | 0.99% | −291−0.4% | Reduced |
| TD Asset Management Inc | 74,908 | $38.2M | 0.03% | −7,921−9.6% | Reduced |
| Creative Planning | 75,891 | $38.7M | 0.03% | +4,702+6.6% | Added |
| State of Wisconsin Investment Board | 76,511 | $39.1M | 0.09% | −3,751−4.7% | Reduced |
| Gateway Investment Advisers LLC | 77,379 | $39.5M | 0.37% | +163+0.2% | Added |
| Employees Provident Fund Board | 77,800 | $39.7M | 0.29% | +27,131+53.5% | Added |
| Brandywine Global Investment Management, LLC | 79,643 | $40.7M | 0.27% | −1,572−1.9% | Reduced |
| Teacher Retirement System of Texas | 80,765 | $41.2M | 0.14% | +12,049+17.5% | Added |
| KBC Group NV | 81,171 | $41.4M | 0.09% | −2,729−3.3% | Reduced |
| Janus Henderson Group PLC | 82,033 | $41.9M | 0.02% | +237+0.3% | Added |
| Rockefeller Capital Management L.P. | 83,614 | $42.7M | 0.08% | +27,899+50.1% | Added |
| Freestone Grove Partners LP | 84,524 | $43.1M | 0.31% | −19,848−19.0% | Reduced |
| Cetera Investment Advisers | 85,409 | $43.6M | 0.05% | +1,021+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 85,593 | $43.7M | 0.39% | +72,938+576.4% | Added |
| Toronto Dominion Bank | 86,381 | $44.1M | 0.08% | +11,518+15.4% | Added |
| Fifth Third Bancorp | 90,653 | $46.3M | 0.15% | +1,248+1.4% | Added |
| New York State Common Retirement Fund | 90,742 | $46.3M | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Corp | 92,708 | $47.3M | 0.85% | −595−0.6% | Reduced |
| ABN AMRO Bank N.V. | 92,822 | $47.4M | 0.45% | −12,466−11.8% | Reduced |
| Natixis Advisors, L.P. | 94,508 | $48.2M | 0.07% | −3,279−3.4% | Reduced |
| Evergreen Quality Fund GP, Ltd. | 94,600 | $48.3M | 0.95% | +94,600 | New |
| FIFTHDELTA Ltd | 97,776 | $49.9M | 10.49% | −107,343−52.3% | Reduced |
| Great West Life Assurance Co | 97,862 | $50.0M | 0.09% | −20,007−17.0% | Reduced |
| Great Lakes Advisors, LLC | 98,491 | $50.3M | 0.41% | −3,609−3.5% | Reduced |
| Pictet Asset Management Holding SA | 100,097 | $51.1M | 0.05% | −1,877−1.8% | Reduced |
| Cornerstone Investment Partners, LLC | 101,257 | $51.7M | 2.00% | +101,257 | New |
| Teachers Retirement System of the State of Kentucky | 101,461 | $51.8M | 0.39% | −1,794−1.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 102,815 | $52.5M | 0.81% | 00.0% | Unchanged |
| CSM Advisors, LLC | 103,024 | $52.6M | 1.43% | −13,737−11.8% | Reduced |
| Merewether Investment Management, LP | 106,060 | $54.1M | 1.25% | −109,740−50.9% | Reduced |
| National Bank of Canada | 107,593 | $54.9M | 0.06% | +11,693+12.2% | Added |
| Marshall Wace, LLP | 109,761 | $56.0M | 0.05% | +98,562+880.1% | Added |
| Prudential Financial Inc | 109,972 | $56.1M | 0.07% | +13,452+13.9% | Added |
| The PNC Financial Services Group, Inc. | 110,599 | $56.5M | 0.03% | −2,113−1.9% | Reduced |
| Treasurer of the State of North Carolina | 110,733 | $56.5M | 0.18% | +1,066+1.0% | Added |
| Acadian Asset Management LLC | 111,378 | $56.8M | 0.09% | +56,806+104.1% | Added |
| Storebrand Asset Management AS | 111,418 | $56.9M | 0.15% | +7,916+7.6% | Added |
| KLP Kapitalforvaltning AS | 111,501 | $56.9M | 0.22% | −6,100−5.2% | Reduced |
| New York State Teachers Retirement System | 112,798 | $57.6M | 0.11% | +887+0.8% | Added |
| SEI Investments Co | 113,324 | $57.8M | 0.06% | +6,195+5.8% | Added |
| Nomura Asset Management Co Ltd | 113,648 | $58.0M | 0.15% | +24,080+26.9% | Added |
| Old Republic International Corporation | 119,250 | $60.9M | 2.46% | −100,250−45.7% | Reduced |
| Russell Investments Group, Ltd. | 120,453 | $61.5M | 0.07% | +12,657+11.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 122,026 | $62.2M | 0.10% | −15,347−11.2% | Reduced |
| Todd Asset Management LLC | 122,771 | $62.7M | 1.22% | −14,758−10.7% | Reduced |
| State Board of Administration of Florida Retirement System | 123,191 | $62.9M | 0.11% | −3,472−2.7% | Reduced |
| Capital Investment Advisors, LLC | 123,719 | $63.2M | 0.96% | +1,938+1.6% | Added |
| Point72 Asset Management, L.P. | 123,869 | $63.2M | 0.10% | +80,595+186.2% | Added |
| Citigroup Inc | 124,291 | $63.4M | 0.04% | −357,374−74.2% | Reduced |
| Keybank National Association | 127,235 | $64.9M | 0.23% | +4,988+4.1% | Added |
| Cerity Partners LLC | 129,751 | $66.2M | 0.10% | +1,023+0.8% | Added |
| Cardinal Capital Management, Inc. | 95,871 | $67.1M | 1.51% | −11,639−10.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 134,454 | $68.6M | 0.15% | +119+0.1% | Added |
| Man Group plc | 135,894 | $69.4M | 0.13% | +74,522+121.4% | Added |
| Aviva PLC | 145,480 | $74.3M | 0.13% | +6,709+4.8% | Added |
| Colony Group, LLC | 145,894 | $74.5M | 0.08% | +85,978+143.5% | Added |
| Schroder Investment Management Group | 148,243 | $76.1M | 0.06% | −19,204−11.5% | Reduced |
| BNP Paribas Arbitrage, SA | 149,497 | $76.3M | 0.05% | +16,796+12.7% | Added |
| Swedbank AB | 149,772 | $76.5M | 0.07% | +47,756+46.8% | Added |
| Worldquant Millennium Advisors LLC | 150,593 | $76.9M | 0.30% | +150,593 | New |
| Zacks Investment Management | 152,312 | $77.7M | 0.61% | −997−0.7% | Reduced |
| Danske Bank A/S | 154,109 | $78.7M | 0.18% | −7,751−4.8% | Reduced |
| Wellington Management Group LLP | 154,797 | $79.0M | 0.01% | +149,720+2,949.0% | Added |
| Epoch Investment Partners, Inc. | 157,046 | $80.2M | 0.46% | −72,633−31.6% | Reduced |
| Korea Investment CORP | 158,430 | $80.9M | 0.16% | +3,680+2.4% | Added |
| Walleye Capital LLC | 161,527 | $82.5M | 0.47% | +37,599+30.3% | Added |
| Ensign Peak Advisors, Inc | 162,905 | $83.2M | 0.15% | +48,564+42.5% | Added |
| Holocene Advisors, LP | 165,186 | $84.3M | 0.18% | +43,707+36.0% | Added |
| Franklin Resources Inc | 165,397 | $84.4M | 0.02% | +11,078+7.2% | Added |
| Energy Income Partners, LLC | 165,830 | $84.6M | 1.53% | +165,830 | New |
| Victory Capital Management Inc | 170,265 | $86.9M | 0.05% | −29,371−14.7% | Reduced |
| Alliancebernstein L.P. | 175,820 | $89.7M | 0.03% | +346+0.2% | Added |
| Canada Pension Plan Investment Board | 176,273 | $90.0M | 0.06% | −80,144−31.3% | Reduced |
| DekaBank Deutsche Girozentrale | 300,506 | $96.0M | 0.18% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 188,592 | $96.3M | 0.14% | −81,790−30.2% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 187,880 | $96.5M | 0.27% | +187,880 | New |
| Alkeon Capital Management LLC | 190,000 | $97.0M | 0.42% | +190,000 | New |
| Standard Life Aberdeen plc | 191,721 | $97.9M | 0.15% | −4,465−2.3% | Reduced |
| Quantinno Capital Management LP | 193,745 | $98.9M | 0.20% | +18,203+10.4% | Added |