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 |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 197,619 | $100.9M | 0.62% | +2,461+1.3% | Added |
| Kames Capital plc | 203,604 | $103.9M | 1.24% | +20,219+11.0% | Added |
| Jane Street Group, LLC | 204,575 | $104.4M | 0.12% | +175,043+592.7% | Added |
| SG Americas Securities, LLC | 205,858 | $105.1M | 0.14% | +204,916+21,753.3% | Added |
| Adage Capital Partners GP, L.L.C. | 209,666 | $107.0M | 0.16% | +108,400+107.0% | Added |
| Manufacturers Life Insurance Company, The | 210,801 | $107.6M | 0.09% | −64,643−23.5% | Reduced |
| California State Teachers Retirement System | 211,073 | $107.7M | 0.11% | −2,978−1.4% | Reduced |
| Mariner, LLC | 221,808 | $113.2M | 0.13% | +17,754+8.7% | Added |
| Caisse de Depot Et Placement du Quebec | 241,908 | $123.5M | 0.21% | +189,333+360.1% | Added |
| Millennium Management LLC | 259,616 | $132.5M | 0.10% | +129,037+98.8% | Added |
| California Public Employees Retirement System | 269,786 | $137.7M | 0.08% | +8,264+3.2% | Added |
| Parnassus Investments | 280,004 | $142.9M | 0.37% | −11,487−3.9% | Reduced |
| Earnest Partners LLC | 280,395 | $143.1M | 0.61% | −7,019−2.4% | Reduced |
| Nomura Asset Management International Inc. | 281,860 | $143.9M | 0.22% | +281,860 | New |
| Rhumbline Advisers | 283,130 | $144.5M | 0.12% | +1,529+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 297,783 | $152.0M | 0.26% | +272,428+1,074.5% | Added |
| D.A. Davidson & Co. | 302,705 | $154.5M | 0.95% | −10,553−3.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 307,416 | $156.9M | 0.22% | +17,304+6.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 303,235 | $158.4M | 0.11% | +12,728+4.4% | Added |
| Ontario Teachers Pension Plan Board | 314,074 | $160.3M | 3.56% | −7,666−2.4% | Reduced |
| CI Private Wealth, LLC | 320,177 | $163.4M | 0.22% | −3,090−1.0% | Reduced |
| Balyasny Asset Management LLC | 333,837 | $170.4M | 0.32% | +331,550+14,497.2% | Added |
| Bank of Montreal | 338,954 | $173.0M | 0.07% | +7,914+2.4% | Added |
| Beutel, Goodman & Co Ltd. | 343,643 | $175.4M | 1.08% | −26,171−7.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 345,801 | $176.5M | 0.20% | +239,696+225.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 361,586 | $184.6M | 0.11% | −10,740−2.9% | Reduced |
| Swiss National Bank | 377,558 | $192.7M | 0.11% | −19,520−4.9% | Reduced |
| LPL Financial LLC | 377,839 | $192.9M | 0.05% | −39,749−9.5% | Reduced |
| HighTower Advisors, LLC | 401,424 | $204.9M | 0.22% | −39,199−8.9% | Reduced |
| Neuberger Berman Group LLC | 407,006 | $207.8M | 0.15% | −66,836−14.1% | Reduced |
| National Pension Service | 416,389 | $212.5M | 0.16% | +173,143+71.2% | Added |
| Deutsche Bank AG | 421,128 | $215.0M | 0.07% | −201,017−32.3% | Reduced |
| Voya Investment Management LLC | 465,821 | $237.8M | 0.23% | +367,056+371.6% | Added |
| Hamlin Capital Management, LLC | 474,865 | $242.4M | 5.81% | −48,311−9.2% | Reduced |
| Loomis Sayles & Co L P | 503,120 | $256.8M | 0.31% | −53,541−9.6% | Reduced |
| LSV Asset Management | 522,030 | $266.5M | 0.58% | −251,243−32.5% | Reduced |
| Barclays PLC | 530,373 | $270.7M | 0.11% | +76,054+16.7% | Added |
| London Co of Virginia | 542,656 | $277.0M | 1.60% | −5,959−1.1% | Reduced |
| First Trust Advisors LP | 542,796 | $277.1M | 0.20% | +385,525+245.1% | Added |
| Nordea Investment Management AB | 546,540 | $280.4M | 0.24% | +278,350+103.8% | Added |
| Wells Fargo & Company | 587,494 | $299.9M | 0.06% | +111,676+23.5% | Added |
| Cincinnati Insurance Co | 606,400 | $309.5M | 4.73% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 629,672 | $321.4M | 0.10% | −117,539−15.7% | Reduced |
| UBS Group AG | 641,219 | $327.3M | 0.06% | +48,402+8.2% | Added |
| Allianz Asset Management GmbH | 663,291 | $338.6M | 0.39% | −125,246−15.9% | Reduced |
| Goldman Sachs Group Inc | 676,254 | $345.2M | 0.05% | +162,248+31.6% | Added |
| Amundi | 680,134 | $347.2M | 0.09% | +70,414+11.5% | Added |
| JPMorgan Chase & Co | 680,756 | $347.5M | 0.02% | −425,529−38.5% | Reduced |
| Nuveen, LLC | 693,550 | $354.0M | 0.09% | −13,978−2.0% | Reduced |
| Principal Financial Group Inc | 698,778 | $356.7M | 0.18% | −159,626−18.6% | Reduced |
| HSBC Holdings PLC | 700,726 | $357.9M | 0.20% | −38,379−5.2% | Reduced |
| AQR Capital Management LLC | 742,354 | $378.9M | 0.20% | +82,978+12.6% | Added |
| American Century Companies Inc | 747,492 | $381.6M | 0.19% | −92,880−11.1% | Reduced |
| First Eagle Investment Management, LLC | 754,938 | $385.4M | 0.68% | −668,563−47.0% | Reduced |
| Invesco Ltd. | 757,524 | $386.7M | 0.04% | −190,183−20.1% | Reduced |
| Marshfield Associates | 763,648 | $389.8M | 6.83% | −340,904−30.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 893,268 | $456.0M | 1.36% | −373,096−29.5% | Reduced |
| Charles Schwab Investment Management Inc | 899,129 | $459.0M | 0.07% | +4,246+0.5% | Added |
| Citadel Advisors LLC | 904,544 | $461.7M | 0.31% | +569,751+170.2% | Added |
| Stifel Financial Corp | 922,873 | $471.1M | 0.42% | −131,034−12.4% | Reduced |
| Price T Rowe Associates Inc | 980,252 | $500.4M | 0.05% | −635,715−39.3% | Reduced |
| Legal & General Group Plc | 1,029,679 | $525.6M | 0.12% | −198,915−16.2% | Reduced |
| Ameriprise Financial Inc | 1,069,048 | $545.7M | 0.12% | −315,410−22.8% | Reduced |
| Bank of New York Mellon Corp | 1,077,017 | $549.8M | 0.10% | −373,642−25.8% | Reduced |
| Boston Partners | 1,100,539 | $564.6M | 0.58% | −18,861−1.7% | Reduced |
| UBS Asset Management Americas Inc | 1,431,777 | $730.9M | 0.15% | −64,442−4.3% | Reduced |
| Dimensional Fund Advisors LP | 1,547,919 | $790.2M | 0.17% | +10,572+0.7% | Added |
| Royal Bank of Canada | 1,551,364 | $791.9M | 0.14% | −25,820−1.6% | Reduced |
| Raymond James Financial Inc | 1,555,541 | $794.5M | 0.25% | +40,068+2.6% | Added |
| Bank of America Corp | 1,636,146 | $835.2M | 0.06% | −11,906−0.7% | Reduced |
| Norges Bank | 1,691,530 | $863.4M | 0.09% | +1,691,530 | New |
| Northern Trust Corp | 1,701,610 | $868.6M | 0.11% | −25,657−1.5% | Reduced |
| Morgan Stanley | 3,234,236 | $1.65B | 0.10% | −555,259−14.7% | Reduced |
| Fisher Asset Management, LLC | 3,410,723 | $1.74B | 0.59% | +43,722+1.3% | Added |
| Geode Capital Management, LLC | 3,584,466 | $1.82B | 0.11% | +35,286+1.0% | Added |
| FMR LLC | 5,649,245 | $2.88B | 0.15% | +1,534,361+37.3% | Added |
| State Street Corp | 6,509,852 | $3.32B | 0.11% | +49,628+0.8% | Added |
| BlackRock, Inc. | 11,802,336 | $6.02B | 0.10% | +188,795+1.6% | Added |
| Vanguard Group Inc | 17,746,775 | $9.06B | 0.13% | +98,544+0.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −59,660−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −52,200−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −51,766−100.0% | Sold out |
| Albar Capital Partners LLP | 0 | $0 | 0.00% | −31,580−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −31,556−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −23,590−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −19,159−100.0% | Sold out |
| Mercuria Capital Strategies, LLC | 0 | $0 | 0.00% | −16,230−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −8,882−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −7,415−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,806−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −6,062−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| HORAN Wealth, LLC | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |