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 2,113 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。
2025 年第 2 季 13F 持有人
Cummins Inc 在 2025/6/30 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
- 1,565
- 較 2025 年第 1 季 +13 家
- 持有股數
- 1.17 億
- 較 2025 年第 1 季 +47.8 萬 (+0.4%)
- 總市值
- $383.2 億
- 較 2025 年第 1 季 +$18.3 億 (+5.0%)
- 新進機構
- 125
- 另有 631 家加碼
- 清倉機構
- 112
- 另有 563 家減碼
另有 20 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | 2,113 | $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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 120,879 | $3,959 萬 | 0.43% | −25,804−17.6% | 減碼 |
| Brandywine Global Investment Management, LLC | 118,144 | $3,869 萬 | 0.27% | +23,605+25.0% | 加碼 |
| TD Asset Management Inc | 117,762 | $3,857 萬 | 0.03% | −1,377−1.2% | 減碼 |
| Woodline Partners LP | 117,759 | $3,857 萬 | 0.20% | +68,219+137.7% | 加碼 |
| Cerity Partners LLC | 117,677 | $3,854 萬 | 0.07% | −7,313−5.9% | 減碼 |
| KLP Kapitalforvaltning AS | 116,001 | $3,799 萬 | 0.16% | +1,700+1.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 115,824 | $3,793 萬 | 0.02% | −2,282−1.9% | 減碼 |
| Great West Life Assurance Co | 111,861 | $3,670 萬 | 0.06% | −36,704−24.7% | 減碼 |
| Russell Investments Group, Ltd. | 110,824 | $3,628 萬 | 0.05% | −107,488−49.2% | 減碼 |
| New York State Teachers Retirement System | 109,606 | $3,590 萬 | 0.08% | −7,017−6.0% | 減碼 |
| Pictet Asset Management Holding SA | 107,717 | $3,527 萬 | 0.04% | −11,736−9.8% | 減碼 |
| National Bank of Canada | 107,603 | $3,524 萬 | 0.04% | −9,740−8.3% | 減碼 |
| Cardinal Capital Management, Inc. | 107,330 | $3,515 萬 | 1.10% | −3,119−2.8% | 減碼 |
| Conning Inc. | 106,070 | $3,474 萬 | 1.19% | +4,376+4.3% | 加碼 |
| Ensign Peak Advisors, Inc | 104,576 | $3,425 萬 | 0.06% | +33,923+48.0% | 加碼 |
| KBC Group NV | 103,744 | $3,398 萬 | 0.09% | −2,829−2.7% | 減碼 |
| Swedbank AB | 103,563 | $3,392 萬 | 0.04% | +103,563 | 新進 |
| Teachers Retirement System of the State of Kentucky | 103,255 | $3,382 萬 | 0.27% | +164+0.2% | 加碼 |
| Great Lakes Advisors, LLC | 103,251 | $3,381 萬 | 0.28% | −1,670−1.6% | 減碼 |
| CSM Advisors, LLC | 103,113 | $3,377 萬 | 0.99% | +103,113 | 新進 |
| Natixis Advisors, L.P. | 102,993 | $3,373 萬 | 0.05% | −12,786−11.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 99,073 | $3,245 萬 | 0.24% | +54,025+119.9% | 加碼 |
| Two Sigma Investments, LP | 97,903 | $3,206 萬 | 0.06% | +91,377+1,400.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,161 | $3,149 萬 | 0.08% | −61,758−39.1% | 減碼 |
| SEI Investments Co | 94,373 | $3,091 萬 | 0.04% | −61,434−39.4% | 減碼 |
| Storebrand Asset Management AS | 93,657 | $3,067 萬 | 0.09% | −16,114−14.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 91,925 | $3,011 萬 | 0.03% | −38,943−29.8% | 減碼 |
| Guggenheim Capital LLC | 91,669 | $3,002 萬 | 0.24% | −3,403−3.6% | 減碼 |
| Korea Investment CORP | 91,530 | $2,998 萬 | 0.07% | −5,842−6.0% | 減碼 |
| New York State Common Retirement Fund | 91,142 | $2,985 萬 | 0.04% | +946+1.0% | 加碼 |
| Fifth Third Bancorp | 90,272 | $2,956 萬 | 0.10% | −3,363−3.6% | 減碼 |
| Acadian Asset Management LLC | 89,450 | $2,929 萬 | 0.06% | +46,135+106.5% | 加碼 |
| Voya Investment Management LLC | 87,138 | $2,854 萬 | 0.03% | −2,078−2.3% | 減碼 |
| Toronto Dominion Bank | 85,686 | $2,806 萬 | 0.06% | +15,450+22.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 85,616 | $2,804 萬 | 0.11% | −73,628−46.2% | 減碼 |
| Natixis | 85,019 | $2,784 萬 | 0.14% | +23,154+37.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 85,014 | $2,784 萬 | 0.12% | +42,557+100.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 84,200 | $2,758 萬 | 0.06% | −33,775−28.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 84,145 | $2,756 萬 | 0.12% | +52,308+164.3% | 加碼 |
| State of Wisconsin Investment Board | 82,274 | $2,694 萬 | 0.07% | −11,700−12.5% | 減碼 |
| Verition Fund Management LLC | 82,131 | $2,690 萬 | 0.15% | +65,184+384.6% | 加碼 |
| Janus Henderson Group PLC | 81,346 | $2,665 萬 | 0.01% | −13,769−14.5% | 減碼 |
| Squarepoint Ops LLC | 78,033 | $2,556 萬 | 0.06% | +43,054+123.1% | 加碼 |
| Danske Bank A/S | 77,496 | $2,538 萬 | 0.06% | −26,036−25.1% | 減碼 |
| Gateway Investment Advisers LLC | 77,184 | $2,528 萬 | 0.28% | −39−0.1% | 減碼 |
| Bank of Nova Scotia | 77,003 | $2,522 萬 | 0.05% | +7,260+10.4% | 加碼 |
| Covalis Capital LLP | 76,673 | $2,511 萬 | 3.17% | +35,187+84.8% | 加碼 |
| Cetera Investment Advisers | 75,693 | $2,479 萬 | 0.04% | +3,467+4.8% | 加碼 |
| US Bancorp | 74,816 | $2,450 萬 | 0.03% | −1,045−1.4% | 減碼 |
| Employees Provident Fund Board | 74,000 | $2,424 萬 | 0.21% | +9,500+14.7% | 加碼 |
| Busey Wealth Management | 73,916 | $2,421 萬 | 0.74% | −1,048−1.4% | 減碼 |
| First Horizon Advisors, Inc. | 73,211 | $2,398 萬 | 0.62% | +3,565+5.1% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 73,019 | $2,391 萬 | 0.07% | +659+0.9% | 加碼 |
| DDD Partners, LLC | 71,658 | $2,347 萬 | 2.52% | +12,446+21.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 69,940 | $2,291 萬 | 0.29% | +679+1.0% | 加碼 |
| Peapack Gladstone Financial Corp | 69,387 | $2,273 萬 | 0.32% | +1,171+1.7% | 加碼 |
| Forsta Ap-Fonden | 69,340 | $2,271 萬 | 0.15% | +17,600+34.0% | 加碼 |
| Creative Planning | 67,816 | $2,221 萬 | 0.02% | +357+0.5% | 加碼 |
| STRS Ohio | 67,691 | $2,217 萬 | 0.08% | −3,614−5.1% | 減碼 |
| Royal London Asset Management Ltd | 66,624 | $2,182 萬 | 0.05% | +544+0.8% | 加碼 |
| Ossiam | 66,381 | $2,174 萬 | 0.24% | +66,127+26,034.3% | 加碼 |
| BLI - Banque de Luxembourg Investments | 66,440 | $2,164 萬 | 0.62% | −26,030−28.1% | 減碼 |
| APG Asset Management N.V. | 76,200 | $2,126 萬 | 0.06% | +3,300+4.5% | 加碼 |
| Treasurer of the State of North Carolina | 64,289 | $2,106 萬 | 0.07% | +1,759+2.8% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 63,411 | $2,077 萬 | 0.64% | +737+1.2% | 加碼 |
| DnB Asset Management AS | 62,720 | $2,054 萬 | 0.09% | −9,178−12.8% | 減碼 |
| Commonwealth Equity Services, LLC | 62,682 | $2,053 萬 | 0.03% | −2,345−3.6% | 減碼 |
| Nisa Investment Advisors, LLC | 62,281 | $2,040 萬 | 0.09% | −60,102−49.1% | 減碼 |
| HM Payson & Co | 61,916 | $2,028 萬 | 0.32% | −960−1.5% | 減碼 |
| Gotham Asset Management, LLC | 61,224 | $2,005 萬 | 0.12% | +30,687+100.5% | 加碼 |
| Applied Finance Capital Management, LLC | 60,797 | $1,991 萬 | 1.36% | +7,656+14.4% | 加碼 |
| Public Employees Retirement System of Ohio | 60,582 | $1,984 萬 | 0.07% | −16,044−20.9% | 減碼 |
| Truist Financial Corp | 59,970 | $1,964 萬 | 0.03% | +4,721+8.5% | 加碼 |
| Asset Management One Co.,Ltd. | 57,447 | $1,881 萬 | 0.06% | +477+0.8% | 加碼 |
| Captrust Financial Advisors | 56,758 | $1,859 萬 | 0.04% | +731+1.3% | 加碼 |
| Teacher Retirement System of Texas | 56,400 | $1,847 萬 | 0.08% | −67,705−54.6% | 減碼 |
| Bailard, Inc. | 55,795 | $1,827 萬 | 0.43% | −1,068−1.9% | 減碼 |
| Colony Group, LLC | 55,376 | $1,814 萬 | 0.04% | +20,737+59.9% | 加碼 |
| Windward Capital Management Co | 54,582 | $1,788 萬 | 1.52% | −124−0.2% | 減碼 |
| Brown Advisory Inc | 54,300 | $1,778 萬 | 0.02% | −6,002−10.0% | 減碼 |
| Wharton Business Group, LLC | 54,086 | $1,770 萬 | 0.75% | −2,015−3.6% | 減碼 |
| Rockefeller Capital Management L.P. | 52,439 | $1,767 萬 | 0.04% | −1,629−3.0% | 減碼 |
| Andra AP-fonden | 53,200 | $1,742 萬 | 0.24% | +8,800+19.8% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 52,316 | $1,713 萬 | 0.10% | −1,884−3.5% | 減碼 |
| St Germain D J Co Inc | 52,219 | $1,710 萬 | 0.74% | −923−1.7% | 減碼 |
| Interval Partners, LP | 51,963 | $1,702 萬 | 0.39% | +41,566+399.8% | 加碼 |
| Achmea Investment Management B.V. | 51,766 | $1,695 萬 | 0.22% | −9,418−15.4% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 51,603 | $1,690 萬 | 0.12% | +300+0.6% | 加碼 |
| ING Groep NV | 51,126 | $1,674 萬 | 0.10% | +33,665+192.8% | 加碼 |
| Twinbeech Capital LP | 50,990 | $1,670 萬 | 0.38% | −143,501−73.8% | 減碼 |
| Kestra Advisory Services, LLC | 50,950 | $1,669 萬 | 0.08% | −2,062−3.9% | 減碼 |
| Capital Fund Management S.A. | 50,710 | $1,661 萬 | 0.18% | +50,710 | 新進 |
| Raiffeisen Bank International AG | 51,315 | $1,636 萬 | 0.24% | −1,368−2.6% | 減碼 |
| Illinois Municipal Retirement Fund | 49,612 | $1,625 萬 | 0.22% | +8,040+19.3% | 加碼 |
| Associated Banc-Corp | 49,287 | $1,614 萬 | 0.46% | −161−0.3% | 減碼 |
| Mercer Global Advisors Inc | 49,234 | $1,612 萬 | 0.04% | +13,195+36.6% | 加碼 |
| Resona Asset Management Co.,Ltd. | 48,958 | $1,602 萬 | 0.08% | +3,803+8.4% | 加碼 |
| Empowered Funds, LLC | 48,222 | $1,579 萬 | 0.18% | +27,099+128.3% | 加碼 |
| Engineers Gate Manager LP | 47,892 | $1,568 萬 | 0.20% | −14,457−23.2% | 減碼 |
| QRG Capital Management, Inc. | 47,377 | $1,552 萬 | 0.14% | +16,257+52.2% | 加碼 |