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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.

Institutional holdersQ4 2025: 1,880 institutions
Q1 2021: 1,235 institutionsQ2 2021: 1,229 institutionsQ3 2021: 1,180 institutionsQ4 2021: 1,261 institutionsQ1 2022: 1,228 institutionsQ2 2022: 1,202 institutionsQ3 2022: 1,210 institutionsQ4 2022: 1,285 institutionsQ1 2023: 1,275 institutionsQ2 2023: 1,270 institutionsQ3 2023: 1,237 institutionsQ4 2023: 1,370 institutionsQ1 2024: 1,373 institutionsQ2 2024: 1,395 institutionsQ3 2024: 1,434 institutionsQ4 2024: 1,558 institutionsQ1 2025: 1,572 institutionsQ2 2025: 1,565 institutionsQ3 2025: 1,687 institutionsQ4 2025: 1,880 institutionsQ1 2026: 1,969 institutionsQ2 2026: 2,113 institutions
Value heldQ4 2025: $60.4B
Q1 2021: $30.9BQ2 2021: $28.6BQ3 2021: $26.1BQ4 2021: $24.7BQ1 2022: $23.5BQ2 2022: $22.2BQ3 2022: $23.6BQ4 2022: $28.6BQ1 2023: $28.2BQ2 2023: $28.8BQ3 2023: $27.0BQ4 2023: $28.4BQ1 2024: $34.7BQ2 2024: $32.2BQ3 2024: $37.5BQ4 2024: $40.6BQ1 2025: $36.6BQ2 2025: $38.3BQ3 2025: $49.0BQ4 2025: $60.4BQ1 2026: $62.7BQ2 2026: $83.8B
Institutions holding CMI and their total value by quarter
QuarterHoldersValue
Q2 20262,113$83.8B
Q1 20261,969$62.7B
Q4 20251,880$60.4B
Q3 20251,687$49.0B
Q2 20251,565$38.3B
Q1 20251,572$36.6B
Q4 20241,558$40.6B
Q3 20241,434$37.5B
Q2 20241,395$32.2B
Q1 20241,373$34.7B
Q4 20231,370$28.4B
Q3 20231,237$27.0B
Q2 20231,270$28.8B
Q1 20231,275$28.2B
Q4 20221,285$28.6B
Q3 20221,210$23.6B
Q2 20221,202$22.2B
Q1 20221,228$23.5B
Q4 20211,261$24.7B
Q3 20211,180$26.1B
Q2 20211,229$28.6B
Q1 20211,235$30.9B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q3 2025.

Institutions holding CMI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
We Are One Seven, LLC14,821$7.57M0.15%+1,354+10.1%Added
Alpine Woods Capital Investors, LLC14,818$7.56M1.80%−763−4.9%Reduced
Lido Advisors, LLC17,067$7.56M0.03%+133+0.8%Added
Eagle Rock Investment Company, LLC14,632$7.47M1.05%+4,985+51.7%Added
Birmingham Capital Management Co Inc14,600$7.45M3.28%00.0%Unchanged
Concurrent Investment Advisors, LLC14,447$7.37M0.08%+1,872+14.9%Added
Meiji Yasuda Asset Management Co Ltd.14,351$7.33M0.35%+10,776+301.4%Added
Ethic Inc.14,290$7.29M0.11%+1,130+8.6%Added
NovaPoint Capital, LLC14,223$7.26M1.87%+174+1.2%Added
S&T Bank14,169$7.23M2.29%−3,161−18.2%Reduced
RSM US Wealth Management LLC14,023$7.20M0.09%−756−5.1%Reduced
Terry L. Blaker14,068$7.18M0.27%−713−4.8%Reduced
Dupree Financial Group, LLC13,943$7.12M2.59%−8,594−38.1%Reduced
Apollon Wealth Management, LLC13,889$7.09M0.12%+986+7.6%Added
Morgan Dempsey Capital Management LLC13,817$7.05M3.44%−1,441−9.4%Reduced
Madison Asset Management, LLC13,781$7.03M0.08%−4,452−24.4%Reduced
State of Alaska, Department of Revenue13,756$7.02M0.07%−1,045−7.1%Reduced
Brevan Howard Capital Management LP13,639$6.96M0.13%−9,430−40.9%Reduced
Westhampton Capital, LLC13,597$6.94M3.28%−330−2.4%Reduced
Sapient Capital LLC13,512$6.94M0.10%+412+3.1%Added
Argent Trust Co13,516$6.90M0.24%+2,370+21.3%Added
TD Private Client Wealth LLC13,515$6.90M0.15%+40+0.3%Added
Stonebridge Financial Group, LLC13,514$6.90M0.59%−331−2.4%Reduced
Butensky & Cohen Financial Security, Inc13,481$6.88M1.86%−1,222−8.3%Reduced
Candriam Luxembourg S.C.A.13,470$6.88M0.03%+1,283+10.5%Added
CWA Asset Management Group, LLC13,413$6.85M0.25%−251−1.8%Reduced
Aptus Capital Advisors, LLC13,350$6.81M0.06%+867+6.9%Added
QV Investors Inc.13,265$6.77M0.55%−1,040−7.3%Reduced
SevenBridge Financial Group, LLC11,765$6.71M1.08%+663+6.0%Added
CoreCap Advisors, LLC13,122$6.70M0.23%−391−2.9%Reduced
Motley Fool Asset Management LLC12,857$6.56M0.26%+3,349+35.2%Added
Advisory Resource Group12,801$6.53M1.15%−1,153−8.3%Reduced
Generali Asset Management SPA SGR12,768$6.52M0.13%+6,887+117.1%Added
Diversify Wealth Management, LLC11,439$6.49M0.30%−470−3.9%Reduced
Wealthfront Advisers LLC12,712$6.49M0.01%+546+4.5%Added
Laird Norton Trust Company, LLC12,709$6.49M0.13%+12,709New
Regions Financial Corp12,659$6.46M0.04%−259−2.0%Reduced
Horizon Investments, LLC12,604$6.43M0.08%+2,107+20.1%Added
Assenagon Asset Management S.A.12,536$6.40M0.01%−1,360−9.8%Reduced
Midwest Professional Planners, LTD.12,527$6.39M1.51%+1,060+9.2%Added
Northwest Bancshares, Inc.12,522$6.39M1.24%−2,441−16.3%Reduced
Elo Mutual Pension Insurance Co12,496$6.38M0.10%−1,118−8.2%Reduced
La Banque Postale Asset Management SA12,475$6.37M0.07%−2,137−14.6%Reduced
Pensionmark Financial Group, LLC12,412$6.34M0.10%+385+3.2%Added
Rafferty Asset Management, LLC12,296$6.28M0.02%−103−0.8%Reduced
Arkadios Wealth Advisors12,291$6.27M0.12%+51+0.4%Added
Physicians Financial Services, Inc.12,217$6.24M1.67%−310−2.5%Reduced
SGL Investment Advisors, Inc.11,397$6.16M2.46%−3,058−21.2%Reduced
Titan Investment Solutions Ltd11,998$6.12M0.74%+11,998New
Rothschild Investment LLC11,994$6.12M0.34%−174−1.4%Reduced
Azzad Asset Management Inc11,978$6.11M0.60%−1,349−10.1%Reduced
Andra AP-fonden11,920$6.08M0.08%+5,920+98.7%Added
SIR Capital Management, L.P.11,900$6.07M0.67%+11,900New
Wesbanco Bank Inc11,894$6.07M0.17%−605−4.8%Reduced
Lifeworks Advisors, LLC11,881$6.06M0.79%−955−7.4%Reduced
Donaldson Capital Management, LLC11,848$6.05M0.19%−367−3.0%Reduced
Huntington National Bank11,795$6.02M0.04%−127−1.1%Reduced
Beacon Pointe Advisors, LLC11,793$6.02M0.04%+871+8.0%Added
Banco Santander, S.A.11,782$6.01M0.05%−333−2.7%Reduced
Park Avenue Securities LLC11,719$5.98M0.05%+2,465+26.6%Added
UniSuper Management Pty Ltd11,695$5.97M0.04%−866−6.9%Reduced
Fairvoy Private Wealth, LLC11,461$5.85M1.31%+59+0.5%Added
Exchange Traded Concepts, LLC11,430$5.83M0.05%−2,049−15.2%Reduced
Peloton Wealth Strategists11,413$5.83M2.26%−637−5.3%Reduced
Valeo Financial Advisors, LLC11,146$5.69M0.13%−10.0%Reduced
Jacobi Capital Management LLC11,042$5.64M0.33%+30.0%Added
Investment Management Corp of Ontario11,020$5.63M0.07%+3,934+55.5%Added
Eukles Asset Management10,949$5.59M2.17%−60−0.5%Reduced
U.S. Capital Wealth Advisors, LLC10,906$5.57M0.15%+2,652+32.1%Added
Pacer Advisors, Inc.10,898$5.56M0.01%−258−2.3%Reduced
Two Sigma Investments, LP10,894$5.56M0.01%00.0%Unchanged
Boston Trust Walden Corp10,827$5.53M0.04%00.0%Unchanged
Edgestream Partners, L.P.10,819$5.52M0.16%+10,819New
DMKC Advisory Services, LLC10,791$5.51M2.42%00.0%Unchanged
NewEdge Wealth, LLC10,755$5.49M0.06%+1,690+18.6%Added
Community Bank, N.A.10,629$5.43M0.64%−252−2.3%Reduced
Meritage Portfolio Management10,459$5.34M0.35%−103−1.0%Reduced
Boothbay Fund Management, LLC10,448$5.33M0.14%−4,654−30.8%Reduced
Hantz Financial Services, Inc.10,365$5.29M0.08%+306+3.0%Added
Larson Financial Group LLC10,339$5.28M0.18%−1,106−9.7%Reduced
Allstate Corp10,278$5.25M0.07%+5,229+103.6%Added
Brown, Lisle/Cummings, Inc.10,274$5.24M1.29%+1,762+20.7%Added
Vident Advisory, LLC10,258$5.24M0.05%+76+0.7%Added
Rodgers Brothers Inc.10,193$5.20M0.62%−20−0.2%Reduced
Bank Julius Baer & Co. Ltd, Zurich10,120$5.19M0.01%−1,534−13.2%Reduced
KP Management LLC10,000$5.10M1.59%00.0%Unchanged
American Trust9,860$5.03M0.42%−105−1.1%Reduced
Cannon Advisors, Inc.8,898$5.03M3.55%−818−8.4%Reduced
Greenfield Seitz Capital Management, LLC9,852$5.03M1.65%−99−1.0%Reduced
Mirabella Financial Services LLP9,838$5.02M0.48%+9,838New
Mizuho Securities USA LLC10,051$5.01M0.08%+16+0.2%Added
WD Rutherford LLC9,793$5.00M2.09%−122−1.2%Reduced
Community Trust & Investment Co9,729$4.97M0.26%−244−2.4%Reduced
Aull & Monroe Investment Management Corp9,637$4.92M2.47%−17−0.2%Reduced
BKD Wealth Advisors, LLC9,586$4.89M0.09%−249−2.5%Reduced
Mubadala Investment Co PJSC9,430$4.81M0.03%+9,430New
Asset One Wealth Management LLC8,081$4.81M0.66%+8,081New
AE Wealth Management LLC9,344$4.77M0.03%−6,646−41.6%Reduced
Prime Capital Investment Advisors, LLC9,333$4.76M0.06%+784+9.2%Added
Stone Point Wealth LLC9,311$4.75M1.29%−455−4.7%Reduced