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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; 2,112 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, Q1 2026

Institutional positions in Cummins Inc as of Mar 31, 2026. 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
1,969
+120 vs. Q4 2025
Shares held
116.7M
+18.0M (+18.2%) vs. Q4 2025
Total value
$62.7B
+$12.4B (+24.6%) vs. Q4 2025
New holders
215
698 more added
Sold out
95
727 more reduced

31 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,969 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: 2,112 institutions
Value heldQ1 2026: $62.7B
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 20262,112$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, Q1 2026

Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q4 2025.

Institutions holding CMI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.11,835,524$6.37B0.11%+33,188+0.3%Added
Vanguard Capital Management LLC8,975,971$4.83B0.12%+8,975,971New
Vanguard Portfolio Management LLC7,498,010$4.03B0.21%+7,498,010New
State Street Corp6,807,690$3.66B0.13%+297,838+4.6%Added
FMR LLC5,428,312$2.92B0.15%−220,933−3.9%Reduced
Geode Capital Management, LLC3,746,388$2.01B0.12%+161,922+4.5%Added
Fisher Asset Management, LLC3,497,060$1.88B0.64%+86,337+2.5%Added
Morgan Stanley3,066,481$1.65B0.10%−167,755−5.2%Reduced
Bank of America Corp1,757,248$945.4M0.07%+121,102+7.4%Added
Northern Trust Corp1,722,109$926.5M0.12%+20,499+1.2%Added
UBS Asset Management Americas Inc1,581,160$850.7M0.18%+149,383+10.4%Added
Raymond James Financial Inc1,495,891$802.3M0.25%−59,650−3.8%Reduced
Dimensional Fund Advisors LP1,397,602$751.7M0.16%−150,317−9.7%Reduced
Royal Bank of Canada1,086,048$584.3M0.11%−465,316−30.0%Reduced
Boston Partners1,064,945$573.6M0.60%−35,594−3.2%Reduced
Legal & General Group Plc1,004,748$540.6M0.13%−24,931−2.4%Reduced
Bank of New York Mellon Corp978,409$526.4M0.10%−98,608−9.2%Reduced
AQR Capital Management LLC966,996$511.1M0.23%+224,642+30.3%Added
Invesco Ltd.931,380$501.1M0.05%+173,856+23.0%Added
Charles Schwab Investment Management Inc914,834$492.2M0.08%+15,705+1.7%Added
Goldman Sachs Group Inc886,158$476.8M0.06%+209,904+31.0%Added
Stifel Financial Corp840,971$452.5M0.42%−81,902−8.9%Reduced
Vanguard Fiduciary Trust Co777,801$418.5M0.11%+777,801New
First Eagle Investment Management, LLC767,231$412.8M0.70%+12,293+1.6%Added
Amundi746,679$401.7M0.11%+66,545+9.8%Added
Voya Investment Management LLC741,935$398.7M0.41%+276,114+59.3%Added
SG Americas Securities, LLC736,670$396.3M0.44%+530,812+257.9%Added
Nuveen, LLC711,528$382.8M0.10%+17,978+2.6%Added
Allianz Asset Management GmbH699,958$376.6M0.43%+36,667+5.5%Added
HSBC Holdings PLC660,144$354.9M0.21%−40,582−5.8%Reduced
Principal Financial Group Inc637,233$342.8M0.18%−61,545−8.8%Reduced
JPMorgan Chase & Co665,350$340.5M0.02%−15,406−2.3%Reduced
Hotchkis & Wiley Capital Management LLC626,070$336.8M1.04%−267,198−29.9%Reduced
Wells Fargo & Company616,699$331.8M0.07%+29,205+5.0%Added
Cincinnati Insurance Co581,100$312.6M4.72%−25,300−4.2%Reduced
UBS Group AG576,430$310.1M0.06%−64,789−10.1%Reduced
Envestnet Asset Management Inc573,520$308.6M0.08%−56,152−8.9%Reduced
Deutsche Bank AG553,551$297.8M0.10%+132,423+31.4%Added
American Century Companies Inc526,569$283.3M0.15%−220,923−29.6%Reduced
London Co of Virginia508,834$273.8M1.69%−33,822−6.2%Reduced
Neuberger Berman Group LLC487,558$261.8M0.20%+80,552+19.8%Added
Robeco Institutional Asset Management B.V.456,120$245.4M0.35%+148,704+48.4%Added
Jane Street Group, LLC451,355$242.8M0.26%+246,780+120.6%Added
Marshfield Associates448,781$241.5M4.84%−314,867−41.2%Reduced
Hamlin Capital Management, LLC421,582$226.8M5.48%−53,283−11.2%Reduced
Millennium Management LLC421,350$226.7M0.17%+161,734+62.3%Added
National Pension Service414,469$223.0M0.17%−1,920−0.5%Reduced
D. E. Shaw & Co., Inc.414,016$222.7M0.18%+386,769+1,419.5%Added
LSV Asset Management405,740$218.3M0.47%−116,290−22.3%Reduced
Swiss National Bank405,078$217.9M0.13%+27,520+7.3%Added
Price T Rowe Associates Inc393,740$211.8M0.02%−586,512−59.8%Reduced
Ameriprise Financial Inc382,379$205.7M0.05%−686,669−64.2%Reduced
Nordea Investment Management AB389,474$204.4M0.19%−157,066−28.7%Reduced
Acadian Asset Management LLC373,800$201.1M0.29%+262,422+235.6%Added
Canada Pension Plan Investment Board370,587$199.4M0.13%+194,314+110.2%Added
TD Asset Management Inc364,552$196.1M0.16%+289,644+386.7%Added
HighTower Advisors, LLC353,256$190.1M0.20%−48,168−12.0%Reduced
LPL Financial LLC351,138$188.9M0.05%−26,701−7.1%Reduced
Barclays PLC347,658$187.0M0.07%−182,715−34.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.346,319$186.3M0.12%−15,267−4.2%Reduced
Loomis Sayles & Co L P335,571$180.5M0.24%−167,549−33.3%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.328,445$176.5M0.20%−17,356−5.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.324,578$174.7M0.12%+21,343+7.0%Added
Beutel, Goodman & Co Ltd.323,652$174.1M1.18%−19,991−5.8%Reduced
Bank of Montreal316,935$170.5M0.07%−22,019−6.5%Reduced
Worldquant Millennium Advisors LLC305,133$164.2M0.63%+154,540+102.6%Added
Vanguard Global Advisers, LLC303,808$163.5M0.09%+303,808New
CI Private Wealth, LLC299,620$160.8M0.23%−20,557−6.4%Reduced
Qube Research & Technologies Ltd298,701$160.7M0.23%+110,109+58.4%Added
DekaBank Deutsche Girozentrale300,506$156.4M0.26%00.0%Unchanged
Man Group plc288,801$155.4M0.32%+152,907+112.5%Added
Alliancebernstein L.P.304,069$155.2M0.05%+128,249+72.9%Added
Caisse de Depot Et Placement du Quebec286,769$154.3M0.25%+44,861+18.5%Added
Prudential Financial Inc284,811$153.2M0.19%+174,839+159.0%Added
Parnassus Investments283,672$152.6M0.45%+3,668+1.3%Added
Two Sigma Investments, LP277,961$149.5M0.12%+267,067+2,451.5%Added
Rhumbline Advisers276,897$149.0M0.13%−6,233−2.2%Reduced
California Public Employees Retirement System276,484$148.8M0.09%+6,698+2.5%Added
D.A. Davidson & Co.271,554$146.1M0.89%−31,151−10.3%Reduced
BNP Paribas Arbitrage, SA269,069$144.8M0.10%+119,572+80.0%Added
Vaughan Nelson Investment Management, L.P.268,523$144.5M1.45%+265,608+9,111.8%Added
Nomura Asset Management International Inc.265,818$143.0M0.24%−16,042−5.7%Reduced
Earnest Partners LLC260,530$140.2M0.58%−19,865−7.1%Reduced
Vanguard Asset Management, Ltd260,031$139.9M0.12%+260,031New
Citadel Advisors LLC245,656$132.2M0.09%−658,888−72.8%Reduced
Mariner, LLC245,167$131.9M0.15%+23,359+10.5%Added
Ensign Peak Advisors, Inc238,868$128.5M0.24%+75,963+46.6%Added
Quantinno Capital Management LP235,788$126.9M0.21%+42,043+21.7%Added
California State Teachers Retirement System206,171$110.9M0.12%−4,902−2.3%Reduced
Standard Life Aberdeen plc193,979$104.4M0.17%+2,258+1.2%Added
Natixis Advisors, L.P.190,911$102.7M0.14%+96,403+102.0%Added
Squarepoint Ops LLC185,306$99.7M0.21%+181,627+4,936.9%Added
Clark Capital Management Group, Inc.184,896$99.5M0.61%−12,723−6.4%Reduced
Schroder Investment Management Group192,164$98.3M0.08%+43,921+29.6%Added
Point72 Asset Management, L.P.182,698$98.3M0.17%+58,829+47.5%Added
PFA Pension, Forsikringsaktieselskab179,493$96.6M0.29%−8,387−4.5%Reduced
Franklin Resources Inc179,130$96.4M0.02%+13,733+8.3%Added
Kames Capital plc175,387$93.6M1.24%−28,217−13.9%Reduced
Manufacturers Life Insurance Company, The172,482$92.8M0.08%−38,319−18.2%Reduced
Tudor Investment Corp Et Al165,221$88.9M0.48%+165,221New