Cummins Inc
Held by 16 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 231021106 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 16 of the investors we track own this stock. In the latest quarter, 1 of them bought more of it and 15 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
16
-3 vs last quarter (like-for-like)
Total value held
$6.12B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.3%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$226.40M
+4.9% vs last quarter
Net shares bought
-1.8M
Est. net flow -$1.24B
Quarter activity
1 bought · 15 sold
0 new · 3 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns CMI?
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Who owns CMI? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ken Fisher | Fisher Asset Management | 3.60M | $2.56B | 0.8% | Added | +98.3K | +2.8% | +$70.11M |
| 2 | Norges Bank | Norges Bank Investment Management | 1.78M | $1.27B | 0.1% | — | — | — | — |
| 3 | Boston Partners | Boston Partners Global Investors | 920.84K | $654.56M | 0.6% | Reduced | -144.1K | -13.5% | -$102.43M |
| 4 | Matthew McLennan | First Eagle Investment Management | 536.87K | $382.90M | 0.6% | Reduced | -230.4K | -30.0% | -$164.30M |
| 5 | David Shaw | D.E. Shaw & Co. | 321.49K | $229.29M | 0.1% | Reduced | -92.5K | -22.3% | -$65.99M |
| 6 | LSV Asset Management | LSV Asset Management | 304.91K | $217.47M | 0.4% | Reduced | -100.8K | -24.9% | -$71.91M |
| 7 | Israel Englander | Millennium Management | 277.04K | $197.59M | 0.1% | Reduced | -144.3K | -34.2% | -$102.92M |
| 8 | Hotchkis & Wiley | Hotchkis & Wiley Capital Management | 244.04K | $174.05M | 0.5% | Reduced | -382.0K | -61.0% | -$272.46M |
| 9 | Parnassus Investments | Parnassus Investments LLC | 208.57K | $148.76M | 0.4% | Reduced | -75.1K | -26.5% | -$53.56M |
| 10 | Beutel Goodman | Beutel, Goodman & Co | 162.14K | $115.64M | 0.9% | Reduced | -161.5K | -49.9% | -$115.19M |
| 11 | Ken Griffin | Citadel Advisors | 149.68K | $106.76M | 0.1% | Reduced | -96.0K | -39.1% | -$68.45M |
| 12 | Two Sigma | Two Sigma Investments | 51.77K | $36.92M | 0.0% | Reduced | -226.2K | -81.4% | -$161.32M |
| 13 | Ray Dalio | Bridgewater Associates | 21.32K | $15.20M | 0.1% | Reduced | -18.2K | -46.0% | -$12.95M |
| 14 | Jeremy Grantham | GMO | 6.37K | $4.54M | 0.0% | Reduced | -6.4K | -50.0% | -$4.55M |
| 15 | Robert Robotti | Robotti & Co Advisors | 550 | $392.27K | 0.1% | Held | 0 | 0.0% | $0 |
| 16 | Mario Gabelli | GAMCO Investors | 380 | $271.02K | 0.0% | Held | 0 | 0.0% | $0 |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Steve Cohen | Point72 Asset Management | -182.7K | $98.30M |
| Jim Simons | Renaissance Technologies | -25.2K | $13.57M |
| Chuck Royce | Royce & Associates | -1.5K | $807.03K |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jared Moskowitz Politician | Mar 31, 2026 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Morgan Stanley Active Assets (1) | Apr 30, 2026 | 30 days | PTR ↗ |
| Josh Gottheimer Politician | Feb 5, 2026 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Mar 16, 2026 | 39 days | PTR ↗ |
| Julia Letlow Politician | Feb 4, 2026 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Investment Account #025 | Mar 12, 2026 | 36 days | PTR ↗ |
| Ro Khanna Politician | Jan 29, 2026 | CMI | CUMMINS INC COMMON STOCK scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Feb 6, 2026 | 8 days | PTR ↗ |
| Lisa McClain Politician | Oct 30, 2025 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab 401K > Schwab 893 | Nov 21, 2025 | 22 days | PTR ↗ |
| Lisa McClain Politician | Oct 30, 2025 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Nov 21, 2025 | 22 days | PTR ↗ |
| Lisa McClain Politician | Oct 31, 2025 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab 401K > Schwab 893 | Nov 21, 2025 | 21 days | PTR ↗ |
| Lisa McClain Politician | Jun 24, 2025 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Aug 13, 2025 | 50 days Late | PTR ↗ |
| Bruce Westerman Politician | Apr 21, 2025 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | May 12, 2025 | 21 days | PTR ↗ |
| Bruce Westerman Politician | Mar 3, 2025 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Fisher IRA | Apr 16, 2025 | 44 days | PTR ↗ |
| Jared Moskowitz Politician | Nov 8, 2024 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | Morgan Stanley Active Assets (6) | Dec 9, 2024 | 31 days | PTR ↗ |
| Jared Moskowitz Politician | Nov 8, 2024 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Child | Morgan Stanley Active Assets (5) | Dec 9, 2024 | 31 days | PTR ↗ |
| Ro Khanna Politician | Aug 2, 2024 | CMI | CUMMINS INC COMMON STOCK scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Sep 6, 2024 | 35 days | PTR ↗ |
| Ro Khanna Politician | Aug 20, 2024 | CMI | CUMMINS INC COMMON STOCK scanned | Exchange | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Child | — | Sep 6, 2024 | 17 days | PTR ↗ |
| John James Politician | Sep 4, 2024 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | John A. James Children’s Trust | Sep 6, 2024 | 2 days | PTR ↗ |
| John James Politician | Nov 10, 2023 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | John A. James Children’s Trust | Sep 2, 2024 | 297 days Late | PTR ↗ |
| Jared Moskowitz Politician | Sep 27, 2023 | CMI | Cummins Inc. Common Stock (CMI) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Morgan Stanley Active Assets (1) | Aug 21, 2024 | 329 days Late | PTR ↗ |
| Ro Khanna Politician | Jun 20, 2024 | CMI | CUMMINS INC COMMON STOCK scanned | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | — | — | Jul 8, 2024 | 18 days | PTR ↗ |