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, Q2 2026
Institutional positions in Cummins Inc as of Jun 30, 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
- 2,112
- +165 vs. Q1 2026
- Shares held
- 117.9M
- +1.27M (+1.1%) vs. Q1 2026
- Total value
- $83.8B
- +$21.2B (+33.8%) vs. Q1 2026
- New holders
- 278
- 776 more added
- Sold out
- 113
- 733 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 1,969 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Cummins Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 51,769 | $36.9M | 0.03% | −226,192−81.4% | Reduced |
| Energy Income Partners, LLC | 51,595 | $36.8M | 0.58% | −42,714−45.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 51,560 | $36.7M | 1.26% | +120+0.2% | Added |
| SEB Asset Management AB | 51,459 | $36.7M | 0.14% | +10,402+25.3% | Added |
| O'Shaughnessy Asset Management, LLC | 49,440 | $35.3M | 0.16% | −663−1.3% | Reduced |
| Yaupon Capital Management LP | 48,996 | $34.9M | 1.16% | +48,996 | New |
| Sanctuary Advisors, LLC | 47,717 | $34.0M | 0.16% | +2,294+5.1% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 47,465 | $33.9M | 0.77% | −20,739−30.4% | Reduced |
| Swiss Life Asset Management Ltd | 46,979 | $33.5M | 0.14% | +788+1.7% | Added |
| Formuepleje A/S | 46,876 | $33.4M | 2.61% | −7,193−13.3% | Reduced |
| Associated Banc-Corp | 46,722 | $33.3M | 0.79% | −1,070−2.2% | Reduced |
| Wharton Business Group, LLC | 46,586 | $33.2M | 1.11% | −4,600−9.0% | Reduced |
| Susquehanna International Group, LLP | 46,358 | $33.1M | 0.03% | −28,232−37.8% | Reduced |
| Great Lakes Advisors, LLC | 46,191 | $32.9M | 0.25% | −11,110−19.4% | Reduced |
| Cincinnati Casualty Co | 46,000 | $32.8M | 17.41% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 49,162 | $32.4M | 0.63% | +47,831+3,593.6% | Added |
| Raiffeisen Bank International AG | 46,817 | $32.4M | 0.38% | +16,623+55.1% | Added |
| DnB Asset Management AS | 45,336 | $32.3M | 0.09% | −18,846−29.4% | Reduced |
| State of New Jersey Common Pension Fund D | 45,134 | $32.2M | 0.11% | −2,456−5.2% | Reduced |
| ABN AMRO Bank N.V. | 46,273 | $32.1M | 0.41% | −197−0.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 44,572 | $31.8M | 0.25% | +13,142+41.8% | Added |
| TD Waterhouse Canada Inc. | 46,252 | $31.6M | 0.08% | +7,452+19.2% | Added |
| Tredje AP-fonden | 44,119 | $31.5M | 0.14% | +1,594+3.7% | Added |
| Beese Fulmer Investment Management, Inc. | 43,396 | $31.0M | 1.79% | −517−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,430 | $30.3M | 0.15% | +7,813+22.6% | Added |
| Assenagon Asset Management S.A. | 42,407 | $30.2M | 0.04% | +30,074+243.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 42,357 | $30.2M | 0.14% | −1,897−4.3% | Reduced |
| Candriam Luxembourg S.C.A. | 42,024 | $29.9M | 0.13% | +28,141+202.7% | Added |
| Welch & Forbes LLC | 41,387 | $29.5M | 0.36% | −1,424−3.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 41,244 | $29.2M | 0.14% | −3,454−7.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 40,471 | $28.9M | 0.06% | +2,725+7.2% | Added |
| Mn Services Vermogensbeheer B.V. | 40,283 | $28.7M | 0.22% | −12,900−24.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 44,354 | $28.7M | 0.05% | −4,172−8.6% | Reduced |
| Czech National Bank | 39,277 | $28.0M | 0.15% | +1,648+4.4% | Added |
| Richard C. Young & CO., LTD. | 39,222 | $28.0M | 2.06% | −364−0.9% | Reduced |
| STRS Ohio | 39,144 | $27.9M | 0.10% | −23,248−37.3% | Reduced |
| MML Investors Services, LLC | 38,720 | $27.6M | 0.06% | +2,055+5.6% | Added |
| DDD Partners, LLC | 38,457 | $27.4M | 1.71% | −48−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 38,414 | $27.4M | 0.16% | −6,002−13.5% | Reduced |
| Citizens Financial Group Inc | 38,369 | $27.4M | 0.33% | +7,431+24.0% | Added |
| Arizona State Retirement System | 38,338 | $27.3M | 0.14% | +493+1.3% | Added |
| Hudson Bay Capital Management LP | 38,224 | $27.3M | 0.13% | +2,509+7.0% | Added |
| Vontobel Holding Ltd. | 38,061 | $27.1M | 0.09% | −15,396−28.8% | Reduced |
| Advisors Asset Management, Inc. | 37,979 | $27.1M | 0.41% | −6,250−14.1% | Reduced |
| CIBC Asset Management Inc | 37,639 | $26.8M | 0.06% | +1,500+4.2% | Added |
| Baird Financial Group, Inc. | 37,571 | $26.8M | 0.04% | +170+0.5% | Added |
| Weybosset Research & Management LLC | 37,150 | $26.5M | 6.96% | −785−2.1% | Reduced |
| Davenport & Co LLC | 36,406 | $26.0M | 0.13% | −1,686−4.4% | Reduced |
| M&T Bank Corp | 36,399 | $26.0M | 0.08% | −1,266−3.4% | Reduced |
| Jupiter Topco LLC | 36,179 | $25.8M | 0.01% | +36,179 | New |
| Noesis Capital Mangement Corp | 35,703 | $25.5M | 3.06% | +30.0% | Added |
| Titan Investment Solutions Ltd | 35,487 | $25.3M | 2.83% | +506+1.4% | Added |
| State of Michigan Retirement System | 35,331 | $25.2M | 0.11% | −800−2.2% | Reduced |
| QRG Capital Management, Inc. | 34,844 | $24.9M | 0.20% | −22,172−38.9% | Reduced |
| Van Eck Associates Corp | 34,646 | $24.7M | 0.02% | +289+0.8% | Added |
| Illinois Municipal Retirement Fund | 34,491 | $24.6M | 0.28% | −4,585−11.7% | Reduced |
| Verity & Verity, LLC | 34,366 | $24.5M | 1.69% | −570−1.6% | Reduced |
| Wallington Asset Management, LLC | 34,347 | $24.5M | 3.01% | −50.0% | Reduced |
| St Germain D J Co Inc | 34,191 | $24.4M | 0.88% | −2,291−6.3% | Reduced |
| Zimmer Partners, LP | 34,100 | $24.3M | 0.58% | +9,100+36.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 34,062 | $24.3M | 0.20% | +2,700+8.6% | Added |
| MetLife Investment Management | 34,033 | $24.3M | 0.11% | +1,756+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,978 | $24.2M | 0.05% | −2,477−6.8% | Reduced |
| Culbertson A N & Co Inc | 33,794 | $24.1M | 2.81% | −466−1.4% | Reduced |
| JustInvest LLC | 33,793 | $24.1M | 0.20% | +482+1.4% | Added |
| Cim, LLC | 33,742 | $24.1M | 3.11% | +13,425+66.1% | Added |
| Pinebridge Investments LLC | 33,589 | $24.0M | 0.20% | +14,335+74.5% | Added |
| Thrivent Financial for Lutherans | 33,403 | $23.8M | 0.04% | +11,142+50.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,361 | $23.8M | 0.15% | +27,520+471.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,334 | $23.8M | 0.35% | −784−2.3% | Reduced |
| Varma Mutual Pension Insurance Co | 33,330 | $23.8M | 0.13% | −2,800−7.7% | Reduced |
| Pinnacle Associates Ltd | 33,161 | $23.7M | 0.26% | +39+0.1% | Added |
| Investment House LLC | 32,702 | $23.3M | 1.05% | −684−2.0% | Reduced |
| Dakota Wealth Management | 32,571 | $23.2M | 0.44% | −1,891−5.5% | Reduced |
| Xponance, Inc. | 32,196 | $23.0M | 0.14% | +3,002+10.3% | Added |
| Donaldson Capital Management, LLC | 31,284 | $22.3M | 0.64% | +19,518+165.9% | Added |
| IFM Investors Pty Ltd | 31,020 | $22.1M | 0.15% | +4,122+15.3% | Added |
| TIAA Wealth Investment Management LLC | 30,996 | $22.1M | 0.15% | −3,650−10.5% | Reduced |
| Allworth Financial LP | 30,969 | $22.1M | 0.09% | −816−2.6% | Reduced |
| Applied Finance Capital Management, LLC | 30,633 | $21.8M | 1.63% | −5,558−15.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,478 | $21.7M | 0.11% | −1,707−5.3% | Reduced |
| Jacobs & Co | 30,374 | $21.7M | 1.86% | −1,114−3.5% | Reduced |
| Retirement Systems of Alabama | 28,988 | $20.7M | 0.06% | −353−1.2% | Reduced |
| KR Capital LP | 28,573 | $20.4M | 2.02% | +28,573 | New |
| Daiwa Securities Group Inc. | 28,366 | $20.2M | 0.05% | +589+2.1% | Added |
| Toroso Investments, LLC | 28,312 | $20.2M | 0.05% | +7,480+35.9% | Added |
| Union Bancaire Privee, UBP SA | 22,182 | $20.2M | 0.31% | +5,318+31.5% | Added |
| Nissay Asset Management Corp | 28,286 | $20.2M | 0.09% | −3,088−9.8% | Reduced |
| Adams Asset Advisors, LLC | 28,232 | $20.1M | 2.28% | −145−0.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 28,039 | $20.0M | 3.04% | −1,502−5.1% | Reduced |
| Two Point Capital Management, Inc. | 27,572 | $19.7M | 7.92% | −58−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 27,079 | $19.3M | 0.65% | −94−0.3% | Reduced |
| Glenmede Trust Co NA | 27,005 | $19.3M | 0.09% | +1,717+6.8% | Added |
| Novare Capital Management LLC | 26,974 | $19.2M | 1.37% | −4,179−13.4% | Reduced |
| Ofi Invest Asset Management | 30,415 | $19.1M | 0.19% | +28,149+1,242.2% | Added |
| Eldred Rock Partners, LLC | 26,782 | $19.1M | 4.11% | +1,627+6.5% | Added |
| LMCG Investments, LLC | 26,719 | $19.1M | 1.02% | −3,860−12.6% | Reduced |
| Amalgamated Bank | 26,018 | $18.6M | 0.13% | −638−2.4% | Reduced |
| Benjamin Edwards Inc | 25,933 | $18.5M | 0.17% | −7,437−22.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 25,700 | $18.3M | 0.08% | +5,100+24.8% | Added |