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
Q2 2023First Eagle U.S. ValueSell-9,3182,047,794$502,037,177
Q1 2023Olstein Capital ManagementBuy1,00031,500$7,525
Q1 2023Sequoia Financial AdvisorsBuy321,071$255,797
Q1 2023Semper Augustus Investments GroupSell-19141,424$9,895,365
Q1 2023First Eagle U.S. ValueBuy1,2632,057,112$491,402,915
Q4 2022Olstein Capital ManagementSell-8,80030,500$7,390
Q4 2022Sequoia Financial AdvisorsSell-4751,039$251,790
Q4 2022Mairs & Power Growth FundSell-1221,042$252,466
Q4 2022Semper Augustus Investments GroupBuy5441,615$10,082,898
Q4 2022First Eagle U.S. ValueBuy55,5022,055,849$498,111,654
Q3 2022Semper Augustus Investments GroupBuy42041,561$8,458
Q3 2022First Eagle U.S. ValueBuy1,7452,000,347$407,091
Q2 2022Mairs & Power Growth FundSell-1501,164$225
Q2 2022Sequoia Financial AdvisorsBuy1,5141,514$293
Q2 2022Olstein Capital ManagementSell-8,20039,300$7,606
Q2 2022Semper Augustus Investments GroupBuy5,75941,141$7,962
Q2 2022First Eagle U.S. ValueBuy90,5541,998,602$386,789
Q1 2022Mairs & Power Growth FundBuy831,314$270
Q1 2022Renaissance Technologies LLCSell-7,90015,000$3,077
Q1 2022Semper Augustus Investments GroupBuy6,10335,382$7,257
Q1 2022Olstein Capital ManagementBuy9,50047,500$9,743
Q1 2022First Eagle U.S. ValueSell-1,5181,908,048$391,360
Q4 2021Torray FundBuy4828,527$1,860
Q4 2021Mairs & Power Growth FundBuy3031,231$269
Q4 2021Semper Augustus Investments GroupBuy16829,279$6,387
Q4 2021Olstein Capital ManagementBuy5,00038,000$8,289
Q4 2021First Eagle U.S. ValueSell-38,1161,909,566$416,553
Q4 2021Eagle Capital ManagementBuy54816,405$3,579
Q3 2021Torray FundBuy1888,045$1,807
Q3 2021Parnassus Endeavor FundBuy45,218455,464$102,279

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.