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; 2,113 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
- 1,880
- +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
- 666 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 | 2,113 | $83.8B |
| Q1 2026 | 1,969 | $62.7B |
| Q4 2025 | 1,880 | $60.4B |
| Q3 2025 | 1,687 | $49.0B |
| Q2 2025 | 1,565 | $38.3B |
| Q1 2025 | 1,572 | $36.6B |
| Q4 2024 | 1,558 | $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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 149,497 | $76.3M | 0.05% | +16,796+12.7% | Added |
| Schroder Investment Management Group | 148,243 | $76.1M | 0.06% | −19,204−11.5% | Reduced |
| Colony Group, LLC | 145,894 | $74.5M | 0.08% | +85,978+143.5% | Added |
| Aviva PLC | 145,480 | $74.3M | 0.13% | +6,709+4.8% | Added |
| Man Group plc | 135,894 | $69.4M | 0.13% | +74,522+121.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 134,454 | $68.6M | 0.15% | +119+0.1% | Added |
| Cardinal Capital Management, Inc. | 95,871 | $67.1M | 1.51% | −11,639−10.8% | Reduced |
| Cerity Partners LLC | 129,751 | $66.2M | 0.10% | +1,023+0.8% | Added |
| Keybank National Association | 127,235 | $64.9M | 0.23% | +4,988+4.1% | Added |
| Citigroup Inc | 124,291 | $63.4M | 0.04% | −357,374−74.2% | Reduced |
| Point72 Asset Management, L.P. | 123,869 | $63.2M | 0.10% | +80,595+186.2% | Added |
| Capital Investment Advisors, LLC | 123,719 | $63.2M | 0.96% | +1,938+1.6% | Added |
| State Board of Administration of Florida Retirement System | 123,191 | $62.9M | 0.11% | −3,472−2.7% | Reduced |
| Todd Asset Management LLC | 122,771 | $62.7M | 1.22% | −14,758−10.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 122,026 | $62.2M | 0.10% | −15,347−11.2% | Reduced |
| Russell Investments Group, Ltd. | 120,453 | $61.5M | 0.07% | +12,657+11.7% | Added |
| Old Republic International Corporation | 119,250 | $60.9M | 2.46% | −100,250−45.7% | Reduced |
| Nomura Asset Management Co Ltd | 113,648 | $58.0M | 0.15% | +24,080+26.9% | Added |
| SEI Investments Co | 113,324 | $57.8M | 0.06% | +6,195+5.8% | Added |
| New York State Teachers Retirement System | 112,798 | $57.6M | 0.11% | +887+0.8% | Added |
| KLP Kapitalforvaltning AS | 111,501 | $56.9M | 0.22% | −6,100−5.2% | Reduced |
| Storebrand Asset Management AS | 111,418 | $56.9M | 0.15% | +7,916+7.6% | Added |
| Acadian Asset Management LLC | 111,378 | $56.8M | 0.09% | +56,806+104.1% | Added |
| Treasurer of the State of North Carolina | 110,733 | $56.5M | 0.18% | +1,066+1.0% | Added |
| The PNC Financial Services Group, Inc. | 110,599 | $56.5M | 0.03% | −2,113−1.9% | Reduced |
| Prudential Financial Inc | 109,972 | $56.1M | 0.07% | +13,452+13.9% | Added |
| Marshall Wace, LLP | 109,761 | $56.0M | 0.05% | +98,562+880.1% | Added |
| National Bank of Canada | 107,593 | $54.9M | 0.06% | +11,693+12.2% | Added |
| Merewether Investment Management, LP | 106,060 | $54.1M | 1.25% | −109,740−50.9% | Reduced |
| CSM Advisors, LLC | 103,024 | $52.6M | 1.43% | −13,737−11.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 102,815 | $52.5M | 0.81% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 101,461 | $51.8M | 0.39% | −1,794−1.7% | Reduced |
| Cornerstone Investment Partners, LLC | 101,257 | $51.7M | 2.00% | +101,257 | New |
| Pictet Asset Management Holding SA | 100,097 | $51.1M | 0.05% | −1,877−1.8% | Reduced |
| Great Lakes Advisors, LLC | 98,491 | $50.3M | 0.41% | −3,609−3.5% | Reduced |
| Great West Life Assurance Co | 97,862 | $50.0M | 0.09% | −20,007−17.0% | Reduced |
| FIFTHDELTA Ltd | 97,776 | $49.9M | 10.49% | −107,343−52.3% | Reduced |
| Evergreen Quality Fund GP, Ltd. | 94,600 | $48.3M | 0.95% | +94,600 | New |
| Natixis Advisors, L.P. | 94,508 | $48.2M | 0.07% | −3,279−3.4% | Reduced |
| ABN AMRO Bank N.V. | 92,822 | $47.4M | 0.45% | −12,466−11.8% | Reduced |
| Hancock Whitney Corp | 92,708 | $47.3M | 0.85% | −595−0.6% | Reduced |
| New York State Common Retirement Fund | 90,742 | $46.3M | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 90,653 | $46.3M | 0.15% | +1,248+1.4% | Added |
| Toronto Dominion Bank | 86,381 | $44.1M | 0.08% | +11,518+15.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 85,593 | $43.7M | 0.39% | +72,938+576.4% | Added |
| Cetera Investment Advisers | 85,409 | $43.6M | 0.05% | +1,021+1.2% | Added |
| Freestone Grove Partners LP | 84,524 | $43.1M | 0.31% | −19,848−19.0% | Reduced |
| Rockefeller Capital Management L.P. | 83,614 | $42.7M | 0.08% | +27,899+50.1% | Added |
| Janus Henderson Group PLC | 82,033 | $41.9M | 0.02% | +237+0.3% | Added |
| KBC Group NV | 81,171 | $41.4M | 0.09% | −2,729−3.3% | Reduced |
| Teacher Retirement System of Texas | 80,765 | $41.2M | 0.14% | +12,049+17.5% | Added |
| Brandywine Global Investment Management, LLC | 79,643 | $40.7M | 0.27% | −1,572−1.9% | Reduced |
| Employees Provident Fund Board | 77,800 | $39.7M | 0.29% | +27,131+53.5% | Added |
| Gateway Investment Advisers LLC | 77,379 | $39.5M | 0.37% | +163+0.2% | Added |
| State of Wisconsin Investment Board | 76,511 | $39.1M | 0.09% | −3,751−4.7% | Reduced |
| Creative Planning | 75,891 | $38.7M | 0.03% | +4,702+6.6% | Added |
| TD Asset Management Inc | 74,908 | $38.2M | 0.03% | −7,921−9.6% | Reduced |
| Busey Wealth Management | 73,512 | $37.5M | 0.99% | −291−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 73,052 | $37.3M | 0.09% | −1,860−2.5% | Reduced |
| Guggenheim Capital LLC | 72,847 | $37.2M | 0.27% | −14,934−17.0% | Reduced |
| Royal London Asset Management Ltd | 71,888 | $36.7M | 0.08% | −203−0.3% | Reduced |
| US Bancorp | 71,644 | $36.6M | 0.04% | −140−0.2% | Reduced |
| Formuepleje A/S | 70,566 | $36.0M | 2.15% | +70,566 | New |
| Federation des caisses Desjardins du Quebec | 70,317 | $35.9M | 0.14% | −10,598−13.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 70,267 | $35.9M | 0.10% | −305−0.4% | Reduced |
| Mercer Global Advisors Inc | 70,235 | $35.9M | 0.05% | +10,457+17.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 66,158 | $33.8M | 0.09% | −37,740−36.3% | Reduced |
| Conning Inc. | 66,008 | $33.7M | 1.13% | −18,235−21.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 65,954 | $33.7M | 0.37% | −2,113−3.1% | Reduced |
| Gotham Asset Management, LLC | 65,641 | $33.5M | 0.12% | +4,168+6.8% | Added |
| Forsta Ap-Fonden | 65,180 | $33.3M | 0.20% | −760−1.2% | Reduced |
| APG Asset Management N.V. | 75,918 | $33.0M | 0.09% | −5,330−6.6% | Reduced |
| Peapack Gladstone Financial Corp | 64,342 | $32.8M | 0.41% | −3,152−4.7% | Reduced |
| Truist Financial Corp | 64,005 | $32.7M | 0.04% | +2,951+4.8% | Added |
| Commonwealth Equity Services, LLC | 62,976 | $32.1M | 0.04% | +6,495+11.5% | Added |
| Nisa Investment Advisors, LLC | 62,756 | $32.0M | 0.11% | +1,111+1.8% | Added |
| Captrust Financial Advisors | 62,053 | $31.7M | 0.06% | +3,136+5.3% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 61,807 | $31.5M | 0.45% | +61,807 | New |
| Sanibel Captiva Trust Company, Inc. | 60,800 | $31.0M | 0.86% | −1,286−2.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 60,484 | $30.9M | 0.10% | +60,484 | New |
| Mackenzie Financial Corp | 60,066 | $30.8M | 0.04% | +22,770+61.1% | Added |
| HM Payson & Co | 60,259 | $30.8M | 0.43% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 59,424 | $30.3M | 0.13% | +4,765+8.7% | Added |
| STRS Ohio | 59,297 | $30.3M | 0.11% | +2,406+4.2% | Added |
| Woodline Partners LP | 59,193 | $30.2M | 0.12% | −12,326−17.2% | Reduced |
| State of Tennessee, Treasury Department | 51,920 | $30.1M | 0.10% | +3,331+6.9% | Added |
| Asset Management One Co.,Ltd. | 57,725 | $29.7M | 0.08% | −367−0.6% | Reduced |
| Bailard, Inc. | 57,435 | $29.3M | 0.65% | −2,395−4.0% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 56,526 | $28.9M | 0.14% | −1,322−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 52,065 | $28.5M | 0.04% | +905+1.8% | Added |
| Ieq Capital, LLC | 55,202 | $28.2M | 0.08% | +5,180+10.4% | Added |
| Public Employees Retirement System of Ohio | 54,331 | $27.7M | 0.09% | −6,253−10.3% | Reduced |
| Verition Fund Management LLC | 53,797 | $27.5M | 0.15% | +38,097+242.7% | Added |
| Mn Services Vermogensbeheer B.V. | 53,383 | $27.2M | 0.17% | +1,280+2.5% | Added |
| Susquehanna International Group, LLP | 53,268 | $27.2M | 0.04% | +25,056+88.8% | Added |
| Windward Capital Management Co | 52,628 | $26.9M | 2.13% | −1,653−3.0% | Reduced |
| Wharton Business Group, LLC | 52,026 | $26.6M | 1.01% | −880−1.7% | Reduced |
| Ofi Invest Asset Management | 59,758 | $26.0M | 0.37% | +59,358+14,839.5% | Added |
| QRG Capital Management, Inc. | 50,352 | $25.7M | 0.29% | +30,775+157.2% | Added |
| Blair William & Co | 50,080 | $25.6M | 0.07% | +1,990+4.1% | Added |