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
- 1,968
- +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
- 726 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,112 | $83.8B |
| Q1 2026 | 1,968 | $62.7B |
| Q4 2025 | 1,879 | $60.4B |
| Q3 2025 | 1,686 | $49.0B |
| Q2 2025 | 1,564 | $38.3B |
| Q1 2025 | 1,572 | $36.6B |
| Q4 2024 | 1,557 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 33,370 | $18.0M | 0.18% | −996−2.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 33,487 | $18.0M | 0.03% | −264,296−88.8% | Reduced |
| Erste Asset Management GmbH | 35,641 | $18.2M | 0.17% | +3,166+9.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,118 | $18.4M | 0.32% | −40−0.1% | Reduced |
| Culbertson A N & Co Inc | 34,260 | $18.4M | 2.39% | −481−1.4% | Reduced |
| Wallington Asset Management, LLC | 34,352 | $18.5M | 2.46% | −927−2.6% | Reduced |
| Van Eck Associates Corp | 34,357 | $18.5M | 0.01% | −1,735−4.8% | Reduced |
| Dakota Wealth Management | 34,462 | $18.5M | 0.40% | +15,373+80.5% | Added |
| Steward Partners Investment Advisory, LLC | 34,617 | $18.6M | 0.09% | +599+1.8% | Added |
| TIAA Wealth Investment Management LLC | 34,646 | $18.6M | 0.14% | +34,646 | New |
| Verity & Verity, LLC | 34,936 | $18.8M | 1.40% | −795−2.2% | Reduced |
| Titan Investment Solutions Ltd | 34,981 | $18.8M | 2.41% | +22,983+191.6% | Added |
| Noesis Capital Mangement Corp | 35,700 | $19.2M | 2.84% | +95+0.3% | Added |
| Hudson Bay Capital Management LP | 35,715 | $19.2M | 0.12% | −12,015−25.2% | Reduced |
| CWM, LLC | 35,722 | $19.2M | 0.05% | +5,344+17.6% | Added |
| Janus Henderson Group PLC | 35,910 | $19.3M | 0.01% | −46,123−56.2% | Reduced |
| Varma Mutual Pension Insurance Co | 36,130 | $19.4M | 0.11% | 00.0% | Unchanged |
| State of Michigan Retirement System | 36,131 | $19.4M | 0.10% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 36,139 | $19.4M | 0.05% | +681+1.9% | Added |
| Applied Finance Capital Management, LLC | 36,191 | $19.5M | 1.46% | −9,553−20.9% | Reduced |
| Empowered Funds, LLC | 36,327 | $19.5M | 0.12% | +36,327 | New |
| Cambridge Investment Research Advisors, Inc. | 36,455 | $19.6M | 0.05% | +433+1.2% | Added |
| St Germain D J Co Inc | 36,482 | $19.6M | 0.78% | −7,415−16.9% | Reduced |
| MML Investors Services, LLC | 36,665 | $19.7M | 0.05% | −5,951−14.0% | Reduced |
| Baird Financial Group, Inc. | 37,401 | $20.1M | 0.03% | −560−1.5% | Reduced |
| Czech National Bank | 37,629 | $20.2M | 0.13% | +1,231+3.4% | Added |
| M&T Bank Corp | 37,665 | $20.3M | 0.07% | −515−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,746 | $20.3M | 0.06% | +1,939+5.4% | Added |
| Arizona State Retirement System | 37,845 | $20.4M | 0.12% | −1,026−2.6% | Reduced |
| Weybosset Research & Management LLC | 37,935 | $20.4M | 5.89% | −1,380−3.5% | Reduced |
| Davenport & Co LLC | 38,092 | $20.5M | 0.11% | −612−1.6% | Reduced |
| DDD Partners, LLC | 38,505 | $20.7M | 1.44% | −7,622−16.5% | Reduced |
| Illinois Municipal Retirement Fund | 39,076 | $21.0M | 0.27% | −5,329−12.0% | Reduced |
| Bridgewater Associates, LP | 39,476 | $21.2M | 0.09% | +8,693+28.2% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 39,530 | $21.3M | 2.54% | −244−0.6% | Reduced |
| Richard C. Young & CO., LTD. | 39,586 | $21.3M | 1.76% | +735+1.9% | Added |
| TD Waterhouse Canada Inc. | 38,800 | $21.3M | 0.06% | +34,724+851.9% | Added |
| Covalis Capital LLP | 41,008 | $22.1M | 1.36% | −8,794−17.7% | Reduced |
| SEB Asset Management AB | 41,057 | $22.1M | 0.09% | +41,057 | New |
| Tredje AP-fonden | 42,525 | $22.9M | 0.13% | +42,525 | New |
| Welch & Forbes LLC | 42,811 | $23.0M | 0.30% | −1,559−3.5% | Reduced |
| Toronto Dominion Bank | 43,082 | $23.2M | 0.04% | −43,299−50.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 43,913 | $23.6M | 1.51% | −186−0.4% | Reduced |
| Advisors Asset Management, Inc. | 44,229 | $23.8M | 0.40% | −100−0.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 44,254 | $23.8M | 0.12% | −12,272−21.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 44,698 | $23.8M | 0.12% | +326+0.7% | Added |
| Epoch Investment Partners, Inc. | 44,416 | $23.9M | 0.14% | −112,630−71.7% | Reduced |
| ABN AMRO Bank N.V. | 46,470 | $24.1M | 0.26% | −46,352−49.9% | Reduced |
| Sanctuary Advisors, LLC | 45,423 | $24.4M | 0.13% | −324−0.7% | Reduced |
| Cincinnati Casualty Co | 46,000 | $24.7M | 12.93% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 46,191 | $24.9M | 0.12% | +3,737+8.8% | Added |
| Trexquant Investment LP | 46,998 | $25.3M | 0.18% | +46,998 | New |
| State of New Jersey Common Pension Fund D | 47,590 | $25.6M | 0.10% | 00.0% | Unchanged |
| Associated Banc-Corp | 47,792 | $25.7M | 0.68% | −363−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,526 | $25.7M | 0.06% | −3,539−6.8% | Reduced |
| Brown Advisory Inc | 49,016 | $26.4M | 0.04% | −169−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 50,103 | $27.0M | 0.14% | +7,424+17.4% | Added |
| Blair William & Co | 50,535 | $27.2M | 0.08% | +455+0.9% | Added |
| Public Employees Retirement System of Ohio | 50,869 | $27.4M | 0.09% | −3,462−6.4% | Reduced |
| Wharton Business Group, LLC | 51,186 | $27.5M | 1.04% | −840−1.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 51,440 | $27.7M | 1.12% | +4,600+9.8% | Added |
| Windward Capital Management Co | 52,509 | $28.3M | 2.30% | −119−0.2% | Reduced |
| Truist Financial Corp | 52,780 | $28.4M | 0.04% | −11,225−17.5% | Reduced |
| Nearwater Capital Markets, Ltd | 53,000 | $28.5M | 0.67% | +53,000 | New |
| Mn Services Vermogensbeheer B.V. | 53,183 | $28.6M | 0.19% | −200−0.4% | Reduced |
| Vontobel Holding Ltd. | 53,457 | $28.8M | 0.10% | +14,417+36.9% | Added |
| Formuepleje A/S | 54,069 | $29.1M | 2.64% | −16,497−23.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 55,445 | $29.8M | 0.16% | +23,950+76.0% | Added |
| Commonwealth Equity Services, LLC | 55,648 | $29.9M | 0.04% | −7,328−11.6% | Reduced |
| QRG Capital Management, Inc. | 57,016 | $30.7M | 0.32% | +6,664+13.2% | Added |
| Bailard, Inc. | 57,055 | $30.7M | 0.71% | −380−0.7% | Reduced |
| Great Lakes Advisors, LLC | 57,301 | $30.8M | 0.26% | −41,190−41.8% | Reduced |
| Asset Management One Co.,Ltd. | 57,496 | $30.9M | 0.09% | −229−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 58,651 | $31.6M | 0.12% | −4,105−6.5% | Reduced |
| CIBC Bancorp USA Inc. | 59,067 | $31.8M | 0.04% | +59,067 | New |
| Captrust Financial Advisors | 59,739 | $32.1M | 0.06% | −2,314−3.7% | Reduced |
| HM Payson & Co | 59,962 | $32.3M | 0.47% | −297−0.5% | Reduced |
| State of Tennessee, Treasury Department | 60,124 | $32.3M | 0.11% | +8,204+15.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 60,285 | $32.4M | 0.91% | −515−0.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 61,121 | $32.7M | 0.10% | +637+1.1% | Added |
| Natixis | 60,961 | $32.8M | 0.13% | +15,846+35.1% | Added |
| Kestra Advisory Services, LLC | 61,308 | $33.0M | 0.12% | +1,884+3.2% | Added |
| STRS Ohio | 62,392 | $33.6M | 0.13% | +3,095+5.2% | Added |
| DnB Asset Management AS | 64,182 | $34.5M | 0.12% | +24,096+60.1% | Added |
| Vanguard Investments Australia, Ltd. | 64,324 | $34.6M | 0.10% | +64,324 | New |
| Freestone Grove Partners LP | 64,581 | $34.7M | 0.25% | −19,943−23.6% | Reduced |
| Conning Inc. | 65,802 | $35.4M | 1.18% | −206−0.3% | Reduced |
| Ieq Capital, LLC | 65,912 | $35.5M | 0.16% | +10,710+19.4% | Added |
| APG Asset Management N.V. | 76,025 | $35.5M | 0.11% | +107+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 66,401 | $35.7M | 0.41% | +447+0.7% | Added |
| US Bancorp | 67,639 | $36.4M | 0.04% | −4,005−5.6% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 68,204 | $36.7M | 0.55% | +6,397+10.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 68,346 | $36.8M | 0.11% | −1,921−2.7% | Reduced |
| Teacher Retirement System of Texas | 69,082 | $37.2M | 0.15% | −11,683−14.5% | Reduced |
| Advisor Group Holdings, Inc. | 69,085 | $37.2M | 0.05% | +38,297+124.4% | Added |
| Jones Financial Companies LLLP | 71,085 | $37.2M | 0.02% | +41,917+143.7% | Added |
| Guggenheim Capital LLC | 69,730 | $37.5M | 0.30% | −3,117−4.3% | Reduced |
| Ceredex Value Advisors LLC | 69,928 | $37.6M | 1.18% | +69,928 | New |
| Federation des caisses Desjardins du Quebec | 70,085 | $37.7M | 0.14% | −232−0.3% | Reduced |
| Ostrum Asset Management | 70,116 | $37.7M | 2.12% | +66,627+1,909.6% | Added |