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All holdings

Cummins

CMI

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$393m
Combined value at quarter end
Last quarter
0 bought
2 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$713.21
+32.6% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+16.9%Q3 ’24
+7.7%Q4 ’24
-10.1%Q1 ’25
+4.5%Q2 ’25
+29.0%Q3 ’25
+20.9%Q4 ’25
+5.4%Q1 ’26
+32.6%Q2 ’26
Q3 ’24: +16.9%; Q4 ’24: +7.7%; Q1 ’25: -10.1%; Q2 ’25: +4.5%; Q3 ’25: +29.0%; Q4 ’25: +20.9%; Q1 ’26: +5.4%; Q2 ’26: +32.6%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
3Q3 ’25
3Q4 ’25
3Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 3; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 3; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Cummins.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Cummins
Semper Augustus1.1%$9.3m$9.3mTrimmed -67%32 qtrs
First Eagle Investment Management0.6%$383m$383mTrimmed -30%43 qtrs
Mairs & Power0.0%$377k$377kUnchanged4 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Cummins
Bought or soldFiling
24 Aug 2026Newsome EarlVP - Chief Information Officer▼ Sold698$572.22$399kForm 4

About the company

Sector
Industrials · Engines & Turbines
Incorporated in
Indiana
Financial year ends
31 December
Shares outstanding
138m at 30 Jun 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$17bn2013
$19bn2015
$20bn2017
$24bn2019
$24bn2021
$34bn2023
$34bn2025
2013: $17bn; 2014: $19bn; 2015: $19bn; 2016: $18bn; 2017: $20bn; 2018: $24bn; 2019: $24bn; 2020: $20bn; 2021: $24bn; 2022: $28bn; 2023: $34bn; 2024: $34bn; 2025: $34bn
Cummins revenue and net income by year
YearRevenueNet income
2025$34bn–
2024$34bn–
2023$34bn–
2022$28bn–
2021$24bn–
2020$20bn–
2019$24bn–
2018$24bn–
2017$20bn–
2016$18bn–
2015$19bn–
2014$19bn–
2013$17bn–

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Cummins, from their latest N-PORT filings.

Funds holding Cummins
First Eagle Global FundFirst Eagle Investment Management0.3%$217m31 Jul 2026