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
- 1,879
- +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 | 2,113 | $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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 50,028 | $25.5M | 0.06% | +6,712+15.5% | Added |
| Cartenna Capital, LP | 50,000 | $25.5M | 1.34% | −65,000−56.5% | Reduced |
| Covalis Capital LLP | 49,802 | $25.4M | 1.98% | −13,410−21.2% | Reduced |
| Brown Advisory Inc | 49,185 | $25.1M | 0.04% | −6,443−11.6% | Reduced |
| Associated Banc-Corp | 48,155 | $24.6M | 0.63% | −1,447−2.9% | Reduced |
| Hudson Bay Capital Management LP | 47,730 | $24.4M | 0.14% | +2,727+6.1% | Added |
| State of New Jersey Common Pension Fund D | 47,590 | $24.3M | 0.09% | −1,205−2.5% | Reduced |
| HRT Financial LP | 47,506 | $24.2M | 0.08% | +46,636+5,360.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 46,840 | $23.9M | 0.96% | 00.0% | Unchanged |
| DDD Partners, LLC | 46,127 | $23.5M | 1.50% | +240+0.5% | Added |
| Cincinnati Casualty Co | 46,000 | $23.5M | 11.91% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 45,747 | $23.4M | 0.13% | +9,073+24.7% | Added |
| Applied Finance Capital Management, LLC | 45,744 | $23.4M | 1.67% | −10,605−18.8% | Reduced |
| Natixis | 45,115 | $23.0M | 0.09% | −2,159−4.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 44,372 | $22.7M | 0.11% | −1,663−3.6% | Reduced |
| Illinois Municipal Retirement Fund | 44,405 | $22.7M | 0.28% | −2,740−5.8% | Reduced |
| Welch & Forbes LLC | 44,370 | $22.6M | 0.27% | −715−1.6% | Reduced |
| Advisors Asset Management, Inc. | 44,329 | $22.6M | 0.38% | +447+1.0% | Added |
| Beese Fulmer Investment Management, Inc. | 44,099 | $22.5M | 1.47% | +124+0.3% | Added |
| St Germain D J Co Inc | 43,897 | $22.4M | 0.87% | −1,214−2.7% | Reduced |
| GWM Advisors LLC | 43,099 | $22.0M | 0.08% | +734+1.7% | Added |
| O'Shaughnessy Asset Management, LLC | 42,679 | $21.8M | 0.12% | +2,716+6.8% | Added |
| MML Investors Services, LLC | 42,616 | $21.8M | 0.05% | +9,154+27.4% | Added |
| Swiss Life Asset Management Ltd | 42,454 | $21.7M | 0.11% | +3,504+9.0% | Added |
| DnB Asset Management AS | 40,086 | $20.5M | 0.07% | −24,293−37.7% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 39,774 | $20.3M | 2.33% | −162−0.4% | Reduced |
| Weybosset Research & Management LLC | 39,315 | $20.1M | 6.19% | −1,080−2.7% | Reduced |
| CIBC Private Wealth Group, LLC | 39,179 | $20.0M | 0.03% | +533+1.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 39,130 | $20.0M | 3.01% | +85+0.2% | Added |
| Vontobel Holding Ltd. | 39,040 | $19.9M | 0.07% | −30.0% | Reduced |
| Arizona State Retirement System | 38,871 | $19.8M | 0.11% | −1,373−3.4% | Reduced |
| Richard C. Young & CO., LTD. | 38,851 | $19.8M | 1.78% | +775+2.0% | Added |
| Davenport & Co LLC | 38,704 | $19.8M | 0.11% | +361+0.9% | Added |
| Los Angeles Capital Management LLC | 44,773 | $19.6M | 0.07% | −31−0.1% | Reduced |
| Two Point Capital Management, Inc. | 38,347 | $19.6M | 7.93% | +49+0.1% | Added |
| M&T Bank Corp | 38,180 | $19.5M | 0.06% | −165−0.4% | Reduced |
| Linscomb & Williams, Inc. | 38,027 | $19.4M | 0.81% | −439−1.1% | Reduced |
| Baird Financial Group, Inc. | 37,961 | $19.4M | 0.03% | −877−2.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 36,425 | $18.6M | 0.07% | −2,125−5.5% | Reduced |
| Czech National Bank | 36,398 | $18.6M | 0.12% | +1,403+4.0% | Added |
| State of Michigan Retirement System | 36,131 | $18.4M | 0.09% | −4,506−11.1% | Reduced |
| Varma Mutual Pension Insurance Co | 36,130 | $18.4M | 0.11% | −4,590−11.3% | Reduced |
| Van Eck Associates Corp | 36,092 | $18.4M | 0.02% | +9,520+35.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,022 | $18.4M | 0.05% | −296−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 35,807 | $18.3M | 0.05% | +4,776+15.4% | Added |
| Verity & Verity, LLC | 35,731 | $18.2M | 1.42% | −450−1.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 35,640 | $18.2M | 1.03% | −2,406−6.3% | Reduced |
| Noesis Capital Mangement Corp | 35,605 | $18.2M | 2.64% | −492−1.4% | Reduced |
| CIBC Asset Management Inc | 35,458 | $18.1M | 0.04% | +13,157+59.0% | Added |
| Wallington Asset Management, LLC | 35,279 | $18.0M | 2.28% | +110.0% | Added |
| Comerica Bank | 35,260 | $18.0M | 0.07% | +1,386+4.1% | Added |
| Foster Victor Wealth Advisors, LLC | 30,903 | $17.9M | 1.04% | −877−2.8% | Reduced |
| Tiaa Trust, National Association | 34,802 | $17.8M | 0.04% | −315−0.9% | Reduced |
| Culbertson A N & Co Inc | 34,741 | $17.7M | 2.43% | −130−0.4% | Reduced |
| Cornerstone Wealth Group, LLC | 34,669 | $17.7M | 1.21% | −505−1.4% | Reduced |
| Eldred Rock Partners, LLC | 34,571 | $17.6M | 4.58% | −4,246−10.9% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 34,436 | $17.6M | 0.63% | +34,436 | New |
| Credit Agricole S A | 34,401 | $17.6M | 0.05% | −24,784−41.9% | Reduced |
| Benjamin Edwards Inc | 34,366 | $17.6M | 0.19% | −1,836−5.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,158 | $17.4M | 0.31% | −1,114−3.2% | Reduced |
| Novare Capital Management LLC | 34,067 | $17.4M | 1.30% | −1,363−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,018 | $17.4M | 0.10% | +176+0.5% | Added |
| Investment House LLC | 33,947 | $17.3M | 0.82% | −305−0.9% | Reduced |
| Raiffeisen Bank International AG | 33,589 | $17.3M | 0.22% | −1,476−4.2% | Reduced |
| LMCG Investments, LLC | 33,594 | $17.1M | 0.98% | −929−2.7% | Reduced |
| Pinnacle Associates Ltd | 33,221 | $17.0M | 0.22% | −360−1.1% | Reduced |
| MetLife Investment Management | 33,084 | $16.9M | 0.08% | −1,101−3.2% | Reduced |
| JustInvest LLC | 32,919 | $16.8M | 0.16% | +1,197+3.8% | Added |
| Erste Asset Management GmbH | 32,475 | $16.7M | 0.14% | −317−1.0% | Reduced |
| Allworth Financial LP | 32,686 | $16.7M | 0.07% | −677−2.0% | Reduced |
| Franklin Street Advisors Inc | 32,610 | $16.6M | 0.95% | −2,734−7.7% | Reduced |
| Jacobs & Co | 32,294 | $16.5M | 1.56% | −1,733−5.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,108 | $16.4M | 0.08% | −979−3.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 31,495 | $16.1M | 0.13% | −2,280−6.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 31,366 | $16.0M | 2.29% | −1,341−4.1% | Reduced |
| Union Bancaire Privee, UBP SA | 20,599 | $15.9M | 0.27% | −2,353−10.3% | Reduced |
| Payden & Rygel | 31,200 | $15.9M | 1.11% | +8,100+35.1% | Added |
| Panagora Asset Management Inc | 31,102 | $15.9M | 0.06% | +1,606+5.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 30,903 | $15.8M | 0.14% | +30,903 | New |
| Advisor Group Holdings, Inc. | 30,788 | $15.7M | 0.02% | −16,555−35.0% | Reduced |
| Quadrature Capital Ltd | 30,809 | $15.7M | 0.16% | +30,809 | New |
| Bridgewater Associates, LP | 30,783 | $15.7M | 0.06% | +26,120+560.2% | Added |
| Schonfeld Strategic Advisors LLC | 30,425 | $15.5M | 0.08% | −51,294−62.8% | Reduced |
| CWM, LLC | 30,378 | $15.5M | 0.04% | +2,143+7.6% | Added |
| Citizens Financial Group Inc | 30,101 | $15.4M | 0.21% | −1,020−3.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 29,463 | $15.0M | 0.06% | +2,862+10.8% | Added |
| Retirement Systems of Alabama | 29,365 | $15.0M | 0.05% | −29−0.1% | Reduced |
| Adams Asset Advisors, LLC | 29,259 | $14.9M | 1.97% | −292−1.0% | Reduced |
| Jones Financial Companies LLLP | 29,168 | $14.9M | 0.01% | +3,744+14.7% | Added |
| MUFG Securities EMEA plc | 28,659 | $14.6M | 0.17% | −1,978−6.5% | Reduced |
| Glenmede Trust Co NA | 28,579 | $14.6M | 0.07% | +28,579 | New |
| Bank of Nova Scotia | 27,976 | $14.3M | 0.02% | +8,022+40.2% | Added |
| SummitTX Capital, L.P. | 27,721 | $14.2M | 0.43% | −5,945−17.7% | Reduced |
| United Bank | 27,381 | $14.0M | 1.85% | −5,550−16.9% | Reduced |
| ASR Vermogensbeheer N.V. | 27,365 | $14.0M | 0.16% | −3,674−11.8% | Reduced |
| D. E. Shaw & Co., Inc. | 27,247 | $13.9M | 0.01% | −136,440−83.4% | Reduced |
| NewSquare Capital LLC | 27,013 | $13.8M | 1.22% | −11,486−29.8% | Reduced |
| Nissay Asset Management Corp | 26,445 | $13.5M | 0.07% | +8,804+49.9% | Added |
| IFM Investors Pty Ltd | 26,117 | $13.3M | 0.11% | −1,604−5.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 26,006 | $13.3M | 0.12% | +1,509+6.2% | Added |