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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 25,991 | $13.3M | 0.05% | −189−0.7% | Reduced |
| Amalgamated Bank | 25,797 | $13.2M | 0.10% | −1,006−3.8% | Reduced |
| Azimuth Capital Investment Management LLC | 25,719 | $13.1M | 0.47% | +25,719 | New |
| ProShare Advisors LLC | 25,618 | $13.1M | 0.02% | +2,230+9.5% | Added |
| Xponance, Inc. | 25,554 | $13.0M | 0.10% | +1,238+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 24,950 | $12.7M | 0.01% | +1,351+5.7% | Added |
| British Columbia Investment Management Corp | 24,448 | $12.5M | 0.07% | +4,651+23.5% | Added |
| Pinnacle Financial Partners, Inc. | 24,436 | $12.5M | 0.09% | +24,436 | New |
| Assetmark, Inc | 24,261 | $12.4M | 0.03% | −1,796−6.9% | Reduced |
| Evergreen Capital Management LLC | 24,132 | $12.3M | 0.28% | −63−0.3% | Reduced |
| Atwater Malick LLC | 24,025 | $12.3M | 3.38% | −4,450−15.6% | Reduced |
| Thrivent Financial for Lutherans | 23,936 | $12.3M | 0.02% | +34+0.1% | Added |
| Daiwa Securities Group Inc. | 23,891 | $12.2M | 0.04% | +2,233+10.3% | Added |
| Anderson Hoagland & Co | 23,526 | $12.0M | 1.03% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 23,100 | $11.8M | 0.09% | 00.0% | Unchanged |
| Macquarie Group Ltd | 23,067 | $11.8M | 0.05% | −250,037−91.6% | Reduced |
| BLI - Banque de Luxembourg Investments | 22,749 | $11.7M | 0.34% | −4,821−17.5% | Reduced |
| Rowland & Co Investment Counsel | 22,842 | $11.7M | 2.25% | −210−0.9% | Reduced |
| Orion Investment Co | 22,785 | $11.6M | 3.56% | +74+0.3% | Added |
| Utah Retirement Systems | 22,743 | $11.6M | 0.11% | 00.0% | Unchanged |
| SFE Investment Counsel | 22,664 | $11.6M | 1.80% | −1,585−6.5% | Reduced |
| Foster & Motley Inc | 22,645 | $11.6M | 0.62% | −1,428−5.9% | Reduced |
| Wedge Capital Management L L P | 22,537 | $11.5M | 0.21% | −8,021−26.2% | Reduced |
| Advisory Services Network, LLC | 22,407 | $11.4M | 0.16% | −2,479−10.0% | Reduced |
| Gendell Jeffrey L | 22,240 | $11.4M | 0.20% | 00.0% | Unchanged |
| Tribune Investment Group LP | 22,000 | $11.2M | 6.83% | −9,999−31.2% | Reduced |
| Boston Common Asset Management, LLC | 21,991 | $11.2M | 0.68% | −276−1.2% | Reduced |
| Level Four Advisory Services, LLC | 21,901 | $11.2M | 0.37% | −36−0.2% | Reduced |
| Smith, Salley & Associates | 21,768 | $11.1M | 0.55% | +20,299+1,381.8% | Added |
| Cardinal Capital Management | 21,455 | $11.0M | 1.45% | −24−0.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 21,167 | $10.8M | 0.09% | −995−4.5% | Reduced |
| Sterling Capital Management LLC | 21,101 | $10.8M | 0.18% | +12,487+145.0% | Added |
| Carnegie Capital Asset Management, LLC | 21,005 | $10.7M | 0.20% | −420−2.0% | Reduced |
| Nordwand Advisors, LLC | 20,617 | $10.5M | 1.84% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 20,196 | $10.3M | 0.29% | +20,196 | New |
| Merit Financial Group, LLC | 20,159 | $10.3M | 0.08% | +1,707+9.3% | Added |
| Shellback Capital, LP | 20,000 | $10.2M | 0.97% | +20,000 | New |
| Brinker Capital Investments, LLC | 19,750 | $10.1M | 0.07% | +8,853+81.2% | Added |
| Lazard Asset Management LLC | 19,718 | $10.1M | 0.02% | +4,484+29.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 19,521 | $9.97M | 0.01% | −43,057−68.8% | Reduced |
| Gibraltar Capital Management, Inc. | 19,465 | $9.94M | 1.69% | −735−3.6% | Reduced |
| Advocate Group LLC | 19,346 | $9.87M | 1.60% | −2,790−12.6% | Reduced |
| Columbus Macro, LLC | 19,218 | $9.81M | 1.07% | +333+1.8% | Added |
| CIBC World Markets Corp | 19,194 | $9.80M | 0.05% | +19,194 | New |
| McGuire Investment Group, LLC | 19,188 | $9.79M | 1.05% | +197+1.0% | Added |
| GHP Investment Advisors, Inc. | 19,144 | $9.77M | 0.40% | −100−0.5% | Reduced |
| Dakota Wealth Management | 19,089 | $9.74M | 0.17% | +472+2.5% | Added |
| RBA Wealth Management, LLC | 19,007 | $9.70M | 3.29% | −698−3.5% | Reduced |
| New York Life Investment Management LLC | 18,939 | $9.67M | 0.08% | +213+1.1% | Added |
| ING Groep NV | 18,839 | $9.62M | 0.06% | −13,973−42.6% | Reduced |
| Ironwood Investment Counsel, LLC | 18,707 | $9.55M | 1.33% | −1,050−5.3% | Reduced |
| Verdence Capital Advisors LLC | 18,652 | $9.52M | 0.56% | +9,726+109.0% | Added |
| Lynch Asset Management, Inc. | 18,550 | $9.47M | 2.98% | +100+0.5% | Added |
| Private Advisor Group, LLC | 18,503 | $9.45M | 0.04% | +180+1.0% | Added |
| Yousif Capital Management, LLC | 16,658 | $9.42M | 0.10% | −1,769−9.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 18,443 | $9.41M | 0.31% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 18,148 | $9.34M | 0.03% | −7,100−28.1% | Reduced |
| Ascent Wealth Partners, LLC | 18,268 | $9.32M | 1.07% | −79−0.4% | Reduced |
| Legacy Trust | 18,169 | $9.27M | 1.73% | +413+2.3% | Added |
| Hamilton Point Investment Advisors, LLC | 18,002 | $9.19M | 1.40% | +85+0.5% | Added |
| Public Sector Pension Investment Board | 17,984 | $9.18M | 0.03% | −4,450−19.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,956 | $9.17M | 0.07% | +119+0.7% | Added |
| Federated Hermes, Inc. | 17,765 | $9.07M | 0.02% | +17,113+2,624.7% | Added |
| Manning & Napier Advisors LLC | 17,643 | $9.06M | 0.12% | −1,493−7.8% | Reduced |
| Highland Capital Management, LLC | 17,694 | $9.03M | 0.45% | −840−4.5% | Reduced |
| Public Employees Retirement Association of Colorado | 17,611 | $8.99M | 0.03% | −41−0.2% | Reduced |
| King Luther Capital Management Corp | 17,532 | $8.95M | 0.04% | −1,627−8.5% | Reduced |
| Axxcess Wealth Management, LLC | 17,493 | $8.93M | 0.16% | +269+1.6% | Added |
| Impax Asset Management Group plc | 17,338 | $8.85M | 0.06% | −2,945−14.5% | Reduced |
| Patton Albertson Miller Group, LLC | 17,288 | $8.82M | 1.04% | −648−3.6% | Reduced |
| Adell Harriman & Carpenter Inc | 17,070 | $8.71M | 0.52% | +43+0.3% | Added |
| Commerce Bank | 17,028 | $8.69M | 0.05% | −535−3.0% | Reduced |
| Old Second National Bank of Aurora | 16,979 | $8.67M | 1.73% | −30.0% | Reduced |
| Old National Bancorp | 16,496 | $8.42M | 0.14% | −603−3.5% | Reduced |
| Atria Investments LLC | 16,481 | $8.41M | 0.10% | +3,390+25.9% | Added |
| YHB Investment Advisors, Inc. | 16,413 | $8.38M | 0.58% | −57−0.3% | Reduced |
| Principle Wealth Partners LLC | 16,363 | $8.35M | 0.47% | +31+0.2% | Added |
| Cullen Investment Group, Ltd. | 15,099 | $8.34M | 1.08% | −196−1.3% | Reduced |
| Toroso Investments, LLC | 16,290 | $8.32M | 0.03% | +1,341+9.0% | Added |
| Meeder Asset Management Inc | 16,274 | $8.31M | 0.45% | +16,253+77,395.2% | Added |
| City Holding Co | 16,269 | $8.30M | 1.02% | +264+1.6% | Added |
| Logan Capital Management Inc | 16,259 | $8.30M | 0.35% | −311−1.9% | Reduced |
| L & S Advisors Inc | 16,160 | $8.25M | 0.76% | −8,432−34.3% | Reduced |
| First American Bank | 16,136 | $8.24M | 0.50% | −58−0.4% | Reduced |
| NEOS Investment Management LLC | 15,949 | $8.14M | 0.05% | +2,474+18.4% | Added |
| Trust Co of Vermont | 15,895 | $8.11M | 0.34% | +839+5.6% | Added |
| Oregon Public Employees Retirement Fund | 15,856 | $8.09M | 0.10% | +170+1.1% | Added |
| Pring Turner Capital Group Inc | 15,636 | $7.98M | 4.94% | −377−2.4% | Reduced |
| Parsons Capital Management Inc | 15,622 | $7.97M | 0.44% | −50.0% | Reduced |
| Pinebridge Investments LLC | 15,594 | $7.96M | 0.06% | +15,594 | New |
| Parcion Private Wealth LLC | 15,566 | $7.95M | 0.48% | −162−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,549 | $7.93M | 0.04% | +7,132+84.7% | Added |
| Kepler Cheuvreux (Suisse) SA | 15,416 | $7.87M | 0.44% | +15,416 | New |
| Westfield Capital Management Co LP | 15,274 | $7.80M | 0.03% | +15,274 | New |
| Occidental Asset Management, LLC | 15,034 | $7.67M | 0.92% | +228+1.5% | Added |
| OP Asset Management Ltd | 14,911 | $7.61M | 0.09% | +372+2.6% | Added |
| CIBC World Markets Inc. | 14,905 | $7.61M | 0.01% | −65−0.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 14,905 | $7.61M | 0.13% | −2,740−15.5% | Reduced |
| Eley Financial Management, Inc | 14,897 | $7.60M | 2.73% | −415−2.7% | Reduced |
| Mutual of America Capital Management LLC | 14,825 | $7.57M | 0.08% | −115−0.8% | Reduced |