Cummins (CMI) Held by Superinvestors
CUMMINS INC (CMI) is currently held by 6 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $503.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
First Eagle U.S. Value is currently the largest disclosed institutional shareholder of CMI tracked by InsiderSet, reporting ownership valued at approximately $382.90M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $277.78M, representing an estimated loss of -27.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CMI value among the investors covered in this analysis. Major shareholders include First Eagle U.S. Value, Parnassus Endeavor Fund, Semper Augustus Investments Group, and several other long-term asset managers with concentrated positions in CUMMINS INC (CMI).
This page ranks the largest institutional CMI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.63% | 536,868 | $382,899,584 | $277,775,503 | -$105,124,081 | -27.45% |
| Parnassus Endeavor Fund | Parnassus Investments | 0.29% | 190,833 | $98,578,603 | $98,736,994 | +$158,391 | +0.16% |
| Semper Augustus Investments Group | Christopher Bloomstran | 1.05% | 12,972 | $9,251,760 | $6,711,713 | -$2,540,047 | -27.45% |
| Cullen Value Fund | Jim Cullen | 0.83% | 13,536 | $7,145,368 | $7,003,526 | -$141,842 | -1.99% |
| Sequoia Financial Advisors | 0.03% | 7,783 | $5,551,028 | $4,026,924 | -$1,524,104 | -27.46% | |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.00% | 528 | $376,575 | $273,187 | -$103,388 | -27.45% |
Frequently asked questions about CMI
Who are the largest superinvestors holding CMI?
The largest superinvestors holding CMI in the latest SEC Form 13F filings include First Eagle U.S. Value, Parnassus Endeavor Fund, Semper Augustus Investments Group, Cullen Value Fund, and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported CMI position.
What does the CMI superinvestors page include?
This page tracks CMI positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. CUMMINS INC (CMI) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold CMI?
InsiderSet currently tracks 6 superinvestors reporting CMI holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own CMI.
How much CMI stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $503.80M in CMI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were CMI superinvestor holdings last updated?
The latest CMI superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor CMI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its CMI position after the reporting date.
Are superinvestors buying or selling CMI?
Buying and selling can be analyzed by comparing CMI positions across consecutive 13F reporting periods. InsiderSet's CMI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CMI ownership changes.
How have superinvestor CMI holdings changed over time?
InsiderSet tracks CMI holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.