CUMMINS INC (CMI) Institutional Ownership
CMI is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $611.66M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is First Eagle U.S. Value, which reported ownership valued at approximately $412.79M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, First Eagle U.S. Value's CMI position is now estimated to be worth approximately $550.70M, representing an estimated gain of +33.41% since the filing period.
Major shareholders tracked on this page include First Eagle U.S. Value, Parnassus Endeavor Fund, Semper Augustus Investments Group, and other prominent asset managers. Collectively, these investors account for approximately 99% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward CUMMINS INC (CMI).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 7 | $611,660,293 | 1,136,873 |
| Q4 2025 | 7 | $560,462,549 | 1,101,441 |
| Q3 2025 | 8 | $772,117,313 | 1,835,624 |
| Q2 2025 | 7 | $635,696,015 | 1,954,543 |
| Q1 2025 | 7 | $625,126,669 | 2,006,394 |
| Q4 2024 | 6 | $690,847,467 | 1,993,016 |
| Q3 2024 | 6 | $748,426,461 | 2,336,432 |
| Q2 2024 | 7 | $735,078,193 | 2,679,357 |
| Q1 2024 | 6 | $740,974,534 | 2,538,167 |
| Q4 2023 | 7 | $602,556,818 | 2,603,671 |
| Q3 2023 | 5 | $570,745,889 | 2,530,199 |
| Q2 2023 | 6 | $624,579,800 | 2,586,603 |
Related CMI Institutional Insights:
- CMI Institutional Ownership & Insiders Activity
- CMI Institutional Ownership & 13F Activity
- CMI Top Institutional Shareholders
- CMI Institutional Buying Activity
- CMI Institutional Selling Activity
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- CMI Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings