CMI

Cummins Inc
IndustrialsUSCUSIP 231021106◍ Confluence graph
Tracked 13F Holders
1883
-225 QoQ
13F Value (tracked)
$63.3B
Insider Net · 180d
-$10.2M
0↑ 8↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)31 adding · 17 trimming
Insider net (180d)-$10.2M

Who owns CMI?

1883 tracked 13F filers

1883 tracked 13F filers disclose a position in CMI as of the latest SEC 13F filings, a combined $63.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
6 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$6.4B
11.8M
+0.3%
Added · +33K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$4.8B
9.0M
First observed position
No prior filed position
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$4.0B
7.5M
First observed position
No prior filed position
Q1 2026
4STATE STREET CORP
$4.9B
6.9M
+1.5%
Added · +101K sh
Q2 2026
5FMR LLC
$2.9B
5.4M
−3.9%
Reduced · −221K sh
Q1 2026
6Fisher Asset Management, LLC
$1.9B
3.5M
+2.5%
Added · +86K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$2.3B
3.2M
−14%
Reduced · −517K sh
Q2 2026
8MORGAN STANLEY
$1.6B
3.1M
−5.2%
Reduced · −168K sh
Q1 2026
9BANK OF AMERICA CORP /DE/
$945.4M
1.8M
+7.4%
Added · +121K sh
Q1 2026
10NORTHERN TRUST CORP
$926.5M
1.7M
+1.2%
Added · +20K sh
Q1 2026
11NORGES BANK
$863.4M
1.7M
+9.5%
Added · +147K sh
Q4 2025
12UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$850.7M
1.6M
+10%
Added · +149K sh
Q1 2026
13RAYMOND JAMES FINANCIAL INC
$802.3M
1.5M
−3.8%
Reduced · −60K sh
Q1 2026
14DIMENSIONAL FUND ADVISORS LP
$751.7M
1.4M
−9.7%
Reduced · −150K sh
Q1 2026
15ROYAL BANK OF CANADA
$584.3M
1.1M
−30%
Reduced · −465K sh
Q1 2026
16Boston Partners
$573.6M
1.1M
−3.2%
Reduced · −36K sh
Q1 2026
17Legal & General Group Plc
$540.6M
1.0M
−2.4%
Reduced · −25K sh
Q1 2026
18Bank of New York Mellon Corp
$526.4M
978K
−9.2%
Reduced · −99K sh
Q1 2026
19AQR CAPITAL MANAGEMENT LLC
$511.1M
967K
+30%
Added · +225K sh
Q1 2026
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$492.2M
915K
+1.7%
Added · +16K sh
Q1 2026
21GOLDMAN SACHS GROUP INC
$476.8M
886K
+31%
Added · +210K sh
Q1 2026
22STIFEL FINANCIAL CORP
$452.5M
841K
−8.9%
Reduced · −82K sh
Q1 2026
23VANGUARD FIDUCIARY TRUST CO
$418.5M
778K
First observed position
No prior filed position
Q1 2026
24Amundi
$401.7M
747K
+9.8%
Added · +67K sh
Q1 2026
25VOYA INVESTMENT MANAGEMENT LLC
$398.7M
742K
+59%
Added · +276K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CMI being bought or sold by institutions?

Last quarter, 0 funds opened a new position in CMI and 31 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
31
funds
Reduced
17
funds
Exited
0
funds

Funds that own CMI also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT1212 funds$354.5B
APPLE INCAAPL1195 funds$404.1B
NVIDIA CORPNVDA1185 funds$508.0B
AMAZON.COM INCAMZN1178 funds$262.0B
ALPHABET INC-CL AGOOGL1178 funds$236.5B
JPMORGAN CHASE & COJPM1167 funds$97.5B
META PLATFORMS INC-CLASS AMETA1149 funds$152.1B
BROADCOM INCAVGO1132 funds$197.8B
ALPHABET INC-CL CGOOG1132 funds$164.1B
ELI LILLY & COLLY1122 funds$107.5B
JOHNSON & JOHNSONJNJ1122 funds$68.3B
ABBVIE INCABBV1102 funds$48.9B

Ranked by how many of CMI's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$10.2M
8 insiders
Net
-$10.2M
22 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 24, 2026Newsome EarlVP - Chief Information OfficerSell (S)698$399K
May 14, 2026JACKSON DONALD GVP - Treasury & TaxSell (S)480$341K
May 14, 2026JACKSON DONALD GVP - Treasury & TaxSell (S)160$114K
May 14, 2026JACKSON DONALD GVP - Treasury & TaxSell (S)90$64K
May 12, 2026Bush Jennifer MaryVP & Pres. - Power SystemsSell (S)2K$1.3M
May 12, 2026Bush Jennifer MaryVP & Pres. - Power SystemsSell (S)1K$805K
May 12, 2026Bush Jennifer MaryVP & Pres. - Power SystemsSell (S)940$652K
May 12, 2026Bush Jennifer MaryVP & Pres. - Power SystemsSell (S)583$406K
May 12, 2026Bush Jennifer MaryVP & Pres. - Power SystemsSell (S)480$335K
May 12, 2026Bush Jennifer MaryVP & Pres. - Power SystemsSell (S)40$28K
May 11, 2026Fetch Bonnie JEVP & President - OperationsSell (S)643$452K
May 11, 2026Merritt Brett MichaelV.P & Pres. - Engine BusinessSell (S)701$483K

Institutional ownership over time

1444 funds+473 since Q3 2024
08351669Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $16.5B · 5 values withheld

Recent filings

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No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in CMI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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Use Arkolith's capital_change_brief for CMI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.