CUMMINS INC (CMI) Stock Institutional Trading Activity


CUMMINS INC (CMI) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Olstein Capital Management, Cullen Value Fund, Semper Augustus Investments Group, First Eagle U.S. Value, and Parnassus Endeavor Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Olstein Capital ManagementSell-3,2504,700$2,399
Q4 2025Semper Augustus Investments GroupSell-16239,774$20,302,638
Q4 2025Cullen Value FundSell-19615,099$8,335,913
Q3 2025Olstein Capital ManagementSell-5,5507,950$3,358
Q3 2025Mairs & Power Growth FundSell-514528$223,011
Q3 2025Sequoia Financial AdvisorsBuy6954,723$1,994,836
Q3 2025Semper Augustus Investments GroupSell-10339,936$16,867,768
Q3 2025Renaissance Technologies LLCBuy36,00052,200$22,047,714
Q3 2025Parnassus Endeavor FundSell-50,547291,491$123,117,054
Q3 2025First Eagle U.S. ValueSell-99,5471,423,501$601,243,923
Q3 2025Cullen Value FundSell-39515,295$6,619,649
Q2 2025Olstein Capital ManagementBuy1,50013,500$4,421
Q2 2025Sequoia Financial AdvisorsBuy494,028$1,319,186
Q2 2025Renaissance Technologies LLCSell-21,90016,200$5,305,500
Q2 2025Parnassus Endeavor FundSell-8,931342,038$112,017,445
Q2 2025First Eagle U.S. ValueSell-22,3161,523,048$498,798,125
Q2 2025Cullen Value FundSell-25315,690$5,138,565
Q1 2025Olstein Capital ManagementBuy75012,000$3,761
Q1 2025Sequoia Financial AdvisorsSell-1703,979$1,247,132
Q1 2025Renaissance Technologies LLCSell-130,20038,100$11,942,064
Q1 2025Semper Augustus Investments GroupSell-41740,039$12,549,824
Q1 2025Parnassus Endeavor FundSell-29,149350,969$110,007,723
Q1 2025First Eagle U.S. ValueBuy4,9321,545,364$484,378,902
Q1 2025Cullen Value FundSell-66815,943$4,997,263
Q4 2024Olstein Capital ManagementSell-13,75011,250$3,922
Q4 2024Sequoia Financial AdvisorsBuy1,1534,149$1,446,365
Q4 2024Semper Augustus Investments GroupSell-38840,456$14,102,962
Q4 2024Parnassus Endeavor FundSell-20,794380,118$132,509,135
Q4 2024First Eagle U.S. ValueSell-309,4831,540,432$536,994,560
Q4 2024Cullen Value FundSell-15416,611$5,790,523

Frequently asked questions about CMI activity

  • Which institutional owners are buying CMI?

    Institutional owners buying CMI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CMI activity?

    "Buy" means an investor increased their reported position in CMI compared to the prior reporting period. This reflects growing exposure to CUMMINS INC (CMI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CMI increasing?

    Institutional interest in CMI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.