Cummins Inc
CMI- 交易所
- NYSE
- 產業
- Engines & Turbines
- SEC CIK
- 0000026172
近 90 天,Cummins Inc 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 2,112 家機構在 13F 申報持有,市值合計 $838.3 億;大師中只有Semper Augustus持有。
2023 年第 2 季 13F 持有人
Cummins Inc 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,270
- 較 2023 年第 1 季 +3 家
- 持有股數
- 1.17 億
- 較 2023 年第 1 季 −174.3 萬 (−1.5%)
- 總市值
- $287.7 億
- 較 2023 年第 1 季 +$6.73 億 (+2.4%)
- 新進機構
- 95
- 另有 494 家加碼
- 清倉機構
- 92
- 另有 454 家減碼
另有 8 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 CMI 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,112 | $838.3 億 |
| 2026 年第 1 季 | 1,969 | $627.2 億 |
| 2025 年第 4 季 | 1,880 | $604.1 億 |
| 2025 年第 3 季 | 1,687 | $490.4 億 |
| 2025 年第 2 季 | 1,565 | $383.2 億 |
| 2025 年第 1 季 | 1,572 | $366.2 億 |
| 2024 年第 4 季 | 1,558 | $405.9 億 |
| 2024 年第 3 季 | 1,434 | $375.4 億 |
| 2024 年第 2 季 | 1,395 | $321.9 億 |
| 2024 年第 1 季 | 1,373 | $346.9 億 |
| 2023 年第 4 季 | 1,370 | $283.7 億 |
| 2023 年第 3 季 | 1,237 | $269.8 億 |
| 2023 年第 2 季 | 1,270 | $287.7 億 |
| 2023 年第 1 季 | 1,275 | $281.7 億 |
| 2022 年第 4 季 | 1,285 | $286.0 億 |
| 2022 年第 3 季 | 1,210 | $236.0 億 |
| 2022 年第 2 季 | 1,202 | $221.8 億 |
| 2022 年第 1 季 | 1,228 | $235.5 億 |
| 2021 年第 4 季 | 1,261 | $247.4 億 |
| 2021 年第 3 季 | 1,180 | $261.0 億 |
| 2021 年第 2 季 | 1,229 | $285.6 億 |
| 2021 年第 1 季 | 1,235 | $309.4 億 |
2023 年第 2 季持有機構
每家機構持有 Cummins Inc 的股數、市值與佔組合比重;股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 15,706,078 | $38.5 億 | 0.09% | +2,292,728+17.1% | 加碼 |
| BlackRock Inc. | 12,398,646 | $30.4 億 | 0.08% | +180,643+1.5% | 加碼 |
| State Street Corp | 6,414,055 | $15.7 億 | 0.08% | −68,223−1.1% | 減碼 |
| Price T Rowe Associates Inc | 5,611,468 | $13.8 億 | 0.19% | +772,796+16.0% | 加碼 |
| Geode Capital Management, LLC | 3,015,503 | $7.37 億 | 0.09% | +70,677+2.4% | 加碼 |
| Fisher Asset Management, LLC | 2,360,889 | $5.79 億 | 0.32% | +114,424+5.1% | 加碼 |
| Capital Research Global Investors | 2,307,825 | $5.66 億 | 0.15% | +7690.0% | 加碼 |
| Ameriprise Financial Inc | 2,121,814 | $5.20 億 | 0.16% | −95,800−4.3% | 減碼 |
| First Eagle Investment Management, LLC | 2,047,794 | $5.02 億 | 1.28% | −9,318−0.5% | 減碼 |
| Morgan Stanley | 1,848,320 | $4.53 億 | 0.04% | −51,119−2.7% | 減碼 |
| Public Investment Fund | 1,800,301 | $4.41 億 | 1.13% | 00.0% | 不變 |
| Northern Trust Corp | 1,745,899 | $4.28 億 | 0.08% | −159,182−8.4% | 減碼 |
| LSV Asset Management | 1,586,671 | $3.89 億 | 0.86% | −32,710−2.0% | 減碼 |
| Stifel Financial Corp | 1,585,897 | $3.89 億 | 0.53% | +20,820+1.3% | 加碼 |
| Dimensional Fund Advisors LP | 1,560,897 | $3.83 億 | 0.12% | +22,987+1.5% | 加碼 |
| Legal & General Group Plc | 1,556,386 | $3.82 億 | 0.12% | +107,908+7.4% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,484,231 | $3.64 億 | 3.80% | +98,286+7.1% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 1,474,657 | $3.62 億 | 1.34% | +168,076+12.9% | 加碼 |
| Bank of America Corp | 1,288,342 | $3.16 億 | 0.04% | −696,933−35.1% | 減碼 |
| Bank of New York Mellon Corp | 1,188,878 | $2.91 億 | 0.06% | +20,407+1.7% | 加碼 |
| Norges Bank | 1,165,715 | $2.86 億 | 0.06% | −107,272−8.4% | 減碼 |
| UBS Asset Management Americas Inc | 1,192,980 | $2.85 億 | 0.14% | 00.0% | 不變 |
| First Trust Advisors LP | 1,141,217 | $2.80 億 | 0.32% | −42,099−3.6% | 減碼 |
| Loomis Sayles & Co L P | 1,075,662 | $2.64 億 | 0.43% | −41,477−3.7% | 減碼 |
| Beutel, Goodman & Co Ltd. | 936,955 | $2.30 億 | 1.29% | +24,405+2.7% | 加碼 |
| Nordea Investment Management AB | 913,207 | $2.24 億 | 0.31% | +175,178+23.7% | 加碼 |
| Marshfield Associates | 895,373 | $2.20 億 | 5.71% | +44,147+5.2% | 加碼 |
| FMR LLC | 869,331 | $2.13 億 | 0.02% | −890,084−50.6% | 減碼 |
| Principal Financial Group Inc | 835,756 | $2.05 億 | 0.14% | +165,672+24.7% | 加碼 |
| Goldman Sachs Group Inc | 822,834 | $2.02 億 | 0.05% | −348,028−29.7% | 減碼 |
| Charles Schwab Investment Management Inc | 819,969 | $2.01 億 | 0.06% | −1,556−0.2% | 減碼 |
| Royal Bank of Canada | 810,965 | $1.99 億 | 0.06% | −153,923−16.0% | 減碼 |
| Amundi | 734,595 | $1.82 億 | 0.09% | +154,631+26.7% | 加碼 |
| American Century Companies Inc | 738,326 | $1.81 億 | 0.14% | +44,024+6.3% | 加碼 |
| Deutsche Bank AG | 718,929 | $1.76 億 | 0.09% | +76,986+12.0% | 加碼 |
| Invesco Ltd. | 652,361 | $1.60 億 | 0.04% | +39,127+6.4% | 加碼 |
| Cincinnati Insurance Co | 606,400 | $1.49 億 | 2.83% | 00.0% | 不變 |
| Barclays PLC | 596,733 | $1.46 億 | 0.10% | +319,478+115.2% | 加碼 |
| HSBC Holdings PLC | 560,815 | $1.38 億 | 0.15% | +79,357+16.5% | 加碼 |
| UBS Group AG | 521,742 | $1.28 億 | 0.06% | +22,811+4.6% | 加碼 |
| Man Group plc | 512,543 | $1.26 億 | 0.39% | – | – |
| Swiss National Bank | 511,200 | $1.25 億 | 0.09% | −48,500−8.7% | 減碼 |
| Hamlin Capital Management, LLC | 494,021 | $1.21 億 | 4.06% | +3,862+0.8% | 加碼 |
| Janus Henderson Group PLC | 474,349 | $1.16 億 | 0.07% | −21,401−4.3% | 減碼 |
| AQR Capital Management LLC | 474,783 | $1.16 億 | 0.25% | −2,552−0.5% | 減碼 |
| Epoch Investment Partners, Inc. | 471,959 | $1.16 億 | 0.67% | +15,077+3.3% | 加碼 |
| Credit Suisse AG | 470,433 | $1.15 億 | 0.12% | −27,740−5.6% | 減碼 |
| Nuveen Asset Management, LLC | 468,010 | $1.15 億 | 0.04% | +10,250+2.2% | 加碼 |
| Allianz Asset Management GmbH | 462,744 | $1.13 億 | 0.24% | +18,882+4.3% | 加碼 |
| Natixis | 460,764 | $1.13 億 | 0.96% | +121,757+35.9% | 加碼 |
| Parnassus Investments | 455,464 | $1.12 億 | 0.26% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 430,048 | $1.05 億 | 0.08% | −85,574−16.6% | 減碼 |
| Wells Fargo & Company | 426,204 | $1.04 億 | 0.03% | −62,284−12.8% | 減碼 |
| JPMorgan Chase & Co | 377,293 | $9,250 萬 | 0.01% | −3,939−1.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 366,430 | $8,983 萬 | 0.14% | +27,591+8.1% | 加碼 |
| Standard Life Aberdeen plc | 352,242 | $8,636 萬 | 0.20% | +46,967+15.4% | 加碼 |
| CI Private Wealth, LLC | 326,325 | $8,000 萬 | 0.18% | +282,041+636.9% | 加碼 |
| Jane Street Group, LLC | 317,429 | $7,782 萬 | 0.11% | −5,274−1.6% | 減碼 |
| FIFTHDELTA Ltd | 316,105 | $7,750 萬 | 7.96% | +316,105 | 新進 |
| Robeco Institutional Asset Management B.V. | 314,382 | $7,707 萬 | 0.20% | +9,034+3.0% | 加碼 |
| Citigroup Inc | 309,535 | $7,589 萬 | 0.10% | −41,277−11.8% | 減碼 |
| Envestnet Asset Management Inc | 309,236 | $7,581 萬 | 0.03% | −1,621,632−84.0% | 減碼 |
| Rhumbline Advisers | 302,441 | $7,415 萬 | 0.08% | −11,596−3.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 299,594 | $7,227 萬 | 0.16% | +4,242+1.4% | 加碼 |
| Bank of Montreal | 286,204 | $7,043 萬 | 0.04% | −32,774−10.3% | 減碼 |
| Earnest Partners LLC | 278,697 | $6,833 萬 | 0.38% | +3,707+1.3% | 加碼 |
| California Public Employees Retirement System | 274,667 | $6,734 萬 | 0.06% | −15,319−5.3% | 減碼 |
| Citadel Advisors LLC | 265,215 | $6,502 萬 | 0.07% | +54,867+26.1% | 加碼 |
| Keybank National Association | 263,645 | $6,464 萬 | 0.29% | +563+0.2% | 加碼 |
| Raymond James & Associates | 247,201 | $6,060 萬 | 0.05% | +9,217+3.9% | 加碼 |
| LPL Financial LLC | 231,080 | $5,665 萬 | 0.04% | +4,602+2.0% | 加碼 |
| California State Teachers Retirement System | 227,212 | $5,570 萬 | 0.08% | −10,507−4.4% | 減碼 |
| Franklin Resources Inc | 227,081 | $5,567 萬 | 0.03% | −25,181−10.0% | 減碼 |
| D.A. Davidson & Co. | 224,240 | $5,497 萬 | 0.58% | +6,951+3.2% | 加碼 |
| Brown Advisory Inc | 222,113 | $5,445 萬 | 0.09% | −391−0.2% | 減碼 |
| Russell Investments Group, Ltd. | 222,105 | $5,440 萬 | 0.10% | +40,275+22.1% | 加碼 |
| Old Republic International Corporation | 219,500 | $5,381 萬 | 1.77% | 00.0% | 不變 |
| Alliancebernstein L.P. | 214,078 | $5,248 萬 | 0.02% | +7,036+3.4% | 加碼 |
| National Pension Service | 213,975 | $5,178 萬 | 0.08% | −68,171−24.2% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 209,663 | $5,140 萬 | 3.31% | +3,866+1.9% | 加碼 |
| Donaldson Capital Management, LLC | 204,938 | $5,024 萬 | 2.29% | +1,362+0.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 203,543 | $4,990 萬 | 0.15% | +8,839+4.5% | 加碼 |
| HighTower Advisors, LLC | 198,430 | $4,862 萬 | 0.10% | +4,182+2.2% | 加碼 |
| Interval Partners, LP | 189,122 | $4,637 萬 | 2.33% | +69,792+58.5% | 加碼 |
| National Bank of Canada | 181,998 | $4,508 萬 | 0.09% | +46,388+34.2% | 加碼 |
| New York State Common Retirement Fund | 179,840 | $4,409 萬 | 0.06% | −5,088−2.8% | 減碼 |
| Millennium Management LLC | 175,329 | $4,298 萬 | 0.05% | −572,524−76.6% | 減碼 |
| Qube Research & Technologies Ltd | 169,754 | $4,162 萬 | 0.16% | −161,659−48.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 168,893 | $4,141 萬 | 0.10% | −862−0.5% | 減碼 |
| Victory Capital Management Inc | 164,605 | $4,035 萬 | 0.04% | −33,227−16.8% | 減碼 |
| Conning Inc. | 163,880 | $4,010 萬 | 1.34% | +16,859+11.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 163,370 | $4,005 萬 | 0.09% | −1,886−1.1% | 減碼 |
| Marshall Wace, LLP | 160,525 | $3,935 萬 | 0.08% | +140,874+716.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 159,272 | $3,905 萬 | 0.34% | +10,833+7.3% | 加碼 |
| Kames Capital plc | 159,066 | $3,896 萬 | 0.63% | −27,625−14.8% | 減碼 |
| Swedbank AB | 154,351 | $3,784 萬 | 0.07% | −578−0.4% | 減碼 |
| Great Lakes Advisors, LLC | 152,153 | $3,730 萬 | 0.37% | −51,272−25.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 151,464 | $3,713 萬 | 0.19% | +71,259+88.8% | 加碼 |
| Todd Asset Management LLC | 151,076 | $3,704 萬 | 0.86% | +24,500+19.4% | 加碼 |
| New York State Teachers Retirement System | 149,213 | $3,658 萬 | 0.08% | +5,033+3.5% | 加碼 |