CUMMINS INC (CMI) — Institutional Holders, Q2 2026

2,115 institutional investment managers reported a CMI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $83.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← CMI stock profile

CMI in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

258

Added to

773

Trimmed

733

Sold out

112

Biggest buyers

FMRAdded · +657,632 sh+$469.0M
Robeco Institutional Asset Management B.V.Added · +508,555 sh+$362.7M
NuveenAdded · +392,559 sh+$280.0M
Bank of New York MellonAdded · +386,123 sh+$275.4M
WELLINGTON MANAGEMENT GROUP LLPAdded · +350,910 sh+$250.3M

Biggest sellers

GEODE CAPITAL MANAGEMENTTrimmed · -516,944 sh-$368.7M
MARSHFIELD ASSOCIATESSold out · -448,781 sh-$320.1M
HOTCHKIS & WILEY CAPITAL MANAGEMENTTrimmed · -382,026 sh-$272.5M
BlackRockTrimmed · -332,263 sh-$237.0M
Qube Research & Technologies LtdTrimmed · -293,947 sh-$209.6M

CMI 13F holders ranked 1–100 of 2,115

Institutional investors reporting a position in CUMMINS INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 11,503,261 sh	11,503,261	$8.2B	0.12%	-2.8%
2	VANGUARD CAPITAL MANAGEMENT#2 · 9,010,359 sh	9,010,359	$6.4B	0.14%	+0.4%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 7,534,991 sh	7,534,991	$5.4B	0.24%	+0.5%
4	STATE STREET#4 · 6,908,874 sh	6,908,874	$4.9B	0.15%	+1.5%
5	FMR#5 · 6,085,944 sh	6,085,944	$4.3B	0.19%	+12.1%
6	Fisher Asset Management#6 · 3,595,361 sh	3,595,361	$2.6B	0.76%	+2.8%
7	GEODE CAPITAL MANAGEMENT#7 · 3,229,444 sh	3,229,444	$2.3B	0.12%	-13.8%
8	MORGAN STANLEY#8 · 3,107,922 sh	3,107,922	$2.2B	0.12%	+1.4%
9	BANK OF AMERICA#9 · 1,974,668 sh	1,974,668	$1.4B	0.09%	+12.4%
10	NORGES BANK#10 · 1,779,281 sh	1,779,281	$1.3B	0.13%	—
11	NORTHERN#11 · 1,772,846 sh	1,772,846	$1.3B	0.15%	+2.9%
12	RAYMOND JAMES FINANCIAL#12 · 1,504,689 sh	1,504,689	$1.1B	0.29%	+0.6%
13	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#13 · 1,501,336 sh	1,501,336	$1.1B	0.19%	-5.0%
14	Bank of New York Mellon#14 · 1,364,532 sh	1,364,532	$973.2M	0.16%	+39.5%
15	AQR CAPITAL MANAGEMENT#15 · 1,262,659 sh	1,262,659	$884.8M	0.31%	+30.6%
16	DIMENSIONAL FUND ADVISORS#16 · 1,240,206 sh	1,240,206	$884.3M	0.16%	-11.3%
17	Nuveen#17 · 1,104,087 sh	1,104,087	$787.4M	0.19%	+55.2%
18	GOLDMAN SACHS GROUP#18 · 1,021,986 sh	1,021,986	$728.9M	0.06%	+15.3%
19	ROYAL BANK OF CANADA#19 · 967,069 sh	967,069	$689.7M	0.10%	-11.0%
20	Robeco Institutional Asset Management B.V.#20 · 964,675 sh	964,675	$688.0M	—	+111.5%
21	Legal & General Group Plc#21 · 934,697 sh	934,697	$666.6M	0.14%	-7.0%
22	Boston Partners#22 · 920,840 sh	920,840	$654.6M	0.58%	-13.5%
23	JPMORGAN CHASE#23 · 929,328 sh	929,328	$642.3M	0.04%	+39.7%
24	Invesco Ltd.#24 · 894,165 sh	894,165	$637.7M	0.05%	-4.0%
25	Amundi#25 · 893,772 sh	893,772	$637.4M	0.15%	+19.7%
26	CHARLES SCHWAB INVESTMENT MANAGEMENT#26 · 887,180 sh	887,180	$632.7M	0.08%	-3.0%
27	UBS Group AG#27 · 801,711 sh	801,711	$571.8M	0.07%	+39.1%
28	VANGUARD FIDUCIARY#28 · 783,051 sh	783,051	$558.5M	0.12%	+0.7%
29	WELLS FARGO & COMPANY#29 · 726,452 sh	726,452	$518.1M	0.08%	+17.8%
30	VOYA INVESTMENT MANAGEMENT#30 · 725,840 sh	725,840	$517.1M	0.45%	-2.2%
31	AMERIPRISE FINANCIAL#31 · 702,148 sh	702,148	$500.8M	0.10%	+83.6%
32	HSBC PLC#32 · 661,625 sh	661,625	$471.2M	0.20%	+0.2%
33	Allianz Asset Management GmbH#33 · 743,471 sh	743,471	$425.3M	0.38%	+6.2%
34	STIFEL FINANCIAL#34 · 593,509 sh	593,509	$423.3M	0.35%	-29.4%
35	SG Americas Securities#35 · 556,710 sh	556,710	$397.1M	0.22%	-24.4%
36	First Eagle Investment Management#36 · 536,868 sh	536,868	$382.9M	0.64%	-30.0%
37	PRINCIPAL FINANCIAL GROUP#37 · 528,248 sh	528,248	$376.8M	0.18%	-17.1%
38	DEUTSCHE BANK AG\#38 · 522,711 sh	522,711	$372.8M	0.11%	-5.6%
39	WELLINGTON MANAGEMENT GROUP LLP#39 · 495,047 sh	495,047	$353.1M	0.06%	+243.5%
40	LONDON OF VIRGINIA#40 · 492,548 sh	492,548	$351.3M	2.00%	-3.2%
41	ENVESTNET ASSET MANAGEMENT#41 · 482,942 sh	482,942	$344.4M	0.08%	-15.8%
42	Neuberger Berman Group#42 · 476,978 sh	476,978	$339.4M	0.23%	-2.2%
43	TD ASSET MANAGEMENT#43 · 459,148 sh	459,148	$327.5M	0.28%	+25.9%
44	BNP Paribas Asset Management Holding S.A.#44 · 444,500 sh	444,500	$316.9M	0.32%	+35.3%
45	CINCINNATI INSURANCE#45 · 427,800 sh	427,800	$305.1M	4.40%	-26.4%
46	National Pension Service#46 · 416,179 sh	416,179	$296.8M	0.19%	+0.4%
47	NORDEA INVESTMENT MANAGEMENT AB#47 · 419,251 sh	419,251	$296.6M	0.24%	+7.6%
48	Mariner#48 · 394,628 sh	394,628	$281.4M	0.30%	+61.0%
49	Swiss National Bank#49 · 389,718 sh	389,718	$278.0M	0.15%	-3.8%
50	CANADA PENSION PLAN INVESTMENT BOARD#50 · 386,086 sh	386,086	$275.4M	0.15%	+4.2%
51	Hamlin Capital Management#51 · 384,365 sh	384,365	$274.1M	—	-8.8%
52	LPL Financial#52 · 382,263 sh	382,263	$272.6M	0.06%	+8.9%
53	AMERICAN CENTURY COMPANIES#53 · 374,240 sh	374,240	$266.9M	0.12%	-28.9%
54	ACADIAN ASSET MANAGEMENT#54 · 359,260 sh	359,260	$256.2M	0.30%	-3.9%
55	LOOMIS SAYLES & L P#55 · 355,936 sh	355,936	$253.9M	0.32%	+6.1%
56	Mitsubishi UFJ Asset Management , Ltd.#56 · 348,555 sh	348,555	$248.4M	0.14%	+7.4%
57	Sumitomo Mitsui#57 · 345,804 sh	345,804	$246.6M	0.14%	-0.1%
58	BNP PARIBAS FINANCIAL MARKETS#58 · 342,804 sh	342,804	$244.5M	0.08%	+27.4%
59	BANK OF MONTREAL#59 · 329,721 sh	329,721	$235.2M	0.08%	+4.0%
60	D. E. Shaw#60 · 321,490 sh	321,490	$229.3M	0.11%	-22.3%
61	LSV ASSET MANAGEMENT#61 · 304,910 sh	304,910	$217.5M	0.39%	-24.9%
62	Vanguard Global Advisers#62 · 299,457 sh	299,457	$213.6M	0.10%	-1.4%
63	WORLDQUANT MILLENNIUM ADVISORS#63 · 296,245 sh	296,245	$211.3M	0.73%	-2.9%
64	VANGUARD ASSET MANAGEMENT, Ltd#64 · 293,303 sh	293,303	$209.2M	0.14%	+12.8%
65	Corient Private Wealth#65 · 288,832 sh	288,832	$206.0M	0.29%	-3.6%
66	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#66 · 286,177 sh	286,177	$204.1M	0.12%	+3.5%
67	MILLENNIUM MANAGEMENT#67 · 277,042 sh	277,042	$197.6M	0.07%	-34.2%
68	BARCLAYS PLC#68 · 275,771 sh	275,771	$196.7M	0.04%	-20.7%
69	RHUMBLINE ADVISERS#69 · 273,957 sh	273,957	$195.4M	0.15%	-1.1%
70	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#70 · 257,923 sh	257,923	$184.0M	1.63%	-3.9%
71	JANE STREET GROUP#71 · 254,761 sh	254,761	$181.7M	0.02%	-43.6%
72	Ensign Peak Advisors#72 · 251,790 sh	251,790	$179.6M	0.30%	+5.4%
73	Quantinno Capital Management#73 · 249,341 sh	249,341	$177.8M	0.21%	+5.7%
74	PRUDENTIAL FINANCIAL#74 · 248,183 sh	248,183	$177.0M	0.19%	-12.9%
75	EARNEST PARTNERS#75 · 245,690 sh	245,690	$175.2M	0.63%	-5.7%
76	NOMURA ASSET MANAGEMENT INTERNATIONAL#76 · 245,180 sh	245,180	$174.9M	0.26%	-7.8%
77	HOTCHKIS & WILEY CAPITAL MANAGEMENT#77 · 244,044 sh	244,044	$174.1M	0.51%	-61.0%
78	D.A. DAVIDSON#78 · 241,237 sh	241,237	$172.1M	0.95%	-11.2%
79	NATIONAL BANK OF CANADA#79 · 232,781 sh	232,781	$166.0M	0.12%	+154.9%
80	PRICE T ROWE ASSOCIATES#80 · 232,140 sh	232,140	$165.6M	0.02%	-41.0%
81	BAHL & GAYNOR#81 · 230,716 sh	230,716	$164.5M	0.76%	+130.5%
82	DekaBank Deutsche Girozentrale#82 · 300,506 sh	300,506	$153.2M	—	0.0%
83	ALLIANCEBERNSTEIN L.P.#83 · 280,062 sh	280,062	$150.7M	0.05%	-7.9%
84	PARNASSUS INVESTMENTS#84 · 208,573 sh	208,573	$148.8M	—	-26.5%
85	VOLORIDGE INVESTMENT MANAGEMENT#85 · 194,407 sh	194,407	$138.7M	0.59%	+79.5%
86	HighTower Advisors#86 · 194,076 sh	194,076	$138.4M	0.13%	-45.1%
87	NATIXIS ADVISORS#87 · 188,789 sh	188,789	$134.6M	0.15%	-1.1%
88	AEGON ASSET MANAGEMENT UK PLC#88 · 188,201 sh	188,201	$134.2M	1.43%	+7.3%
89	Man Group plc#89 · 187,497 sh	187,497	$133.7M	0.21%	-35.1%
90	Clark Capital Management Group#90 · 186,864 sh	186,864	$133.3M	0.73%	+1.1%
91	CITIGROUP#91 · 185,959 sh	185,959	$132.6M	0.04%	+30.1%
92	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#92 · 182,084 sh	182,084	$129.9M	0.18%	-36.5%
93	abrdn plc#93 · 178,402 sh	178,402	$127.2M	0.18%	-8.0%
94	FRANKLIN RESOURCES#94 · 176,780 sh	176,780	$126.1M	0.03%	-1.3%
95	ADAGE CAPITAL PARTNERS GP, L.L.C.#95 · 172,966 sh	172,966	$123.4M	0.17%	+39.8%
96	Beutel, Goodman & Ltd.#96 · 162,137 sh	162,137	$115.6M	0.85%	-49.9%
97	NEW YORK STATE COMMON RETIREMENT FUND#97 · 161,142 sh	161,142	$114.9M	0.14%	+76.0%
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE#98 · 158,511 sh	158,511	$113.0M	0.09%	-8.1%
99	SCHRODER INVESTMENT MANAGEMENT GROUP#99 · 162,227 sh	162,227	$112.1M	0.08%	-15.6%
100	ZACKS INVESTMENT MANAGEMENT#100 · 155,081 sh	155,081	$110.6M	0.79%	+2.7%

Funds that sold out of CMI in Q2 2026 (112)

Held CMI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CMI in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
MARSHFIELD ASSOCIATES448,781 sh	448,781	$241.5M
Point72 Asset Management, L.P.182,698 sh	182,698	$98.3M
TUDOR INVESTMENT ET AL165,221 sh	165,221	$88.9M
Alyeska Investment Group, L.P.159,527 sh	159,527	$85.8M
Evergreen Quality Fund GP, Ltd.94,600 sh	94,600	$50.9M
ONTARIO TEACHERS PENSION PLAN BOARD84,004 sh	84,004	$45.2M
Albar Capital Partners LLP76,330 sh	76,330	$41.1M
Merewether Investment Management73,528 sh	73,528	$39.6M
Ceredex Value Advisors69,928 sh	69,928	$37.6M
Freestone Grove Partners64,581 sh	64,581	$34.7M
Nearwater Capital Markets, Ltd53,000 sh	53,000	$28.5M
Trexquant Investment46,998 sh	46,998	$25.3M
RENAISSANCE TECHNOLOGIES25,220 sh	25,220	$13.6M
ExodusPoint Capital Management24,493 sh	24,493	$13.2M
Temasek (Private) Ltd23,019 sh	23,019	$12.4M
BLI - Banque de Luxembourg Investments22,749 sh	22,749	$11.5M
XTX Topco Ltd18,156 sh	18,156	$9.8M
TWINBEECH CAPITAL13,100 sh	13,100	$7.0M
Aquatic Capital Management11,968 sh	11,968	$6.4M
MIRABELLA FINANCIAL SERVICES LLP11,964 sh	11,964	$6.4M
Qsemble Capital Management10,041 sh	10,041	$5.4M
Quadrature Capital Ltd9,242 sh	9,242	$5.0M
Aventail Capital Group9,013 sh	9,013	$4.8M
FARALLON CAPITAL MANAGEMENT9,000 sh	9,000	$4.8M
Quantitative Investment Management8,354 sh	8,354	$4.5M
Mubadala Investment PJSC8,227 sh	8,227	$4.4M
BOOTHBAY FUND MANAGEMENT7,420 sh	7,420	$4.0M
FOX RUN MANAGEMENT, L.L.C.5,151 sh	5,151	$2.6M
Farringdon Capital, Ltd.3,943 sh	3,943	$2.1M
WINTON GROUP Ltd3,605 sh	3,605	$1.9M
Virtu Financial3,594 sh	3,594	$1.9M
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.3,420 sh	3,420	$1.8M
Capula Management Ltd2,964 sh	2,964	$1.6M
Sienna Gestion2,923 sh	2,923	$1.5M
Gallo Partners2,797 sh	2,797	$1.5M
PDT Partners2,600 sh	2,600	$1.4M
DIVERSIFIED MANAGEMENT2,202 sh	2,202	$1.2M
Friedenthal Financial2,001 sh	2,001	$1.1M
TWO SIGMA SECURITIES1,883 sh	1,883	$1.0M
STEVENS CAPITAL MANAGEMENT1,870 sh	1,870	$1.0M
Walleye Capital1,801 sh	1,801	$969.0K
Lighthouse Investment Partners1,710 sh	1,710	$920.0K
AGF MANAGEMENT LTD1,613 sh	1,613	$867.8K
EVOKE WEALTH1,532 sh	1,532	$824.3K
Meadowbrook Advisors Group1,506 sh	1,506	$810.3K
ROYCE & ASSOCIATES1,500 sh	1,500	$807.0K
MOZAYYX MANAGEMENT1,367 sh	1,367	$735.5K
LONGFELLOW INVESTMENT MANAGEMENT1,243 sh	1,243	$668.8K
DRW Securities1,240 sh	1,240	$662.9K
Three Seasons Wealth1,195 sh	1,195	$642.9K
Oasis Advisors1,200 sh	1,200	$642.5K
Alphadyne Asset Management1,163 sh	1,163	$625.7K
Gibraltar Capital Management1,137 sh	1,137	$612.0K
Centiva Capital1,123 sh	1,123	$604.2K
Gs Investments1,000 sh	1,000	$538.0K
Castleview Partners929 sh	929	$499.8K
denkapparat Operations GmbH866 sh	866	$465.9K
AIGEN INVESTMENT MANAGEMENT863 sh	863	$464.3K
Accent Capital Management604 sh	604	$432.3K
EARNED WEALTH ADVISORS801 sh	801	$431.2K
Frisch Financial Group543 sh	543	$292.1K
Greenwich Wealth Management542 sh	542	$292.0K
Lombard Odier Asset Management (USA)524 sh	524	$281.9K
ABC ARBITRAGE SA502 sh	502	$270.1K
Alvarez & Marsal Private Wealth Partners495 sh	495	$266.3K
Golden Reserve Retirement491 sh	491	$264.2K
a16z Perennial Management, L.P.490 sh	490	$263.6K
Lester Murray Antman dba SimplyRich474 sh	474	$255.0K
Westmount Partners459 sh	459	$246.8K
nVerses Capital456 sh	456	$245.3K
CHASE INVESTMENT COUNSEL452 sh	452	$243.0K
CAXTON ASSOCIATES LLP445 sh	445	$239.4K
Legacy Capital Wealth Partners444 sh	444	$238.9K
True North Advisors438 sh	438	$235.7K
GenTrust432 sh	432	$232.4K
Argos Wealth Advisors400 sh	400	$215.2K
Altar Rock382 sh	382	$205.5K
49 WEALTH MANAGEMENT380 sh	380	$204.6K
Optiver Holding B.V.332 sh	332	$178.6K
Twin Tree Management293 sh	293	$157.6K
Aster Capital Management (DIFC) Ltd475 sh	475	$148.9K
BIT Capital GmbH256 sh	256	$137.7K
TopTier Wealth Management220 sh	220	$118.4K
Sound Income Strategies207 sh	207	$113.9K
Board of the Pension Protection Fund200 sh	200	$107.6K
Global Wealth Strategies & Associates153 sh	153	$82.3K
Wall Street Financial Group148 sh	148	$79.6K
Pilgrim Partners Asia Pte Ltd130 sh	130	$69.9K
Opal Wealth Advisors117 sh	117	$62.9K
TWIN PEAKS WEALTH ADVISORS99 sh	99	$53.2K
WELLINGTON-ALTUS USA63 sh	63	$44.9K
Scarborough Advisors80 sh	80	$43.0K
GF FUND MANAGEMENT LTD.72 sh	72	$38.7K
Wealth Preservation Advisors70 sh	70	$37.7K
Wealth Science Advisors51 sh	51	$26.0K
Timothy G. Youngquist 2020 Irrevocable48 sh	48	$25.8K
PROTECTIVE LIFE42 sh	42	$22.6K
Destiny Wealth Partners35 sh	35	$18.8K
Lavaca Capital27 sh	27	$14.5K
Legacy Wealth Managment20 sh	20	$10.8K

And 12 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.