# CUMMINS INC (CMI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CMI/

- Reporting holders: 81
- Reported value: $332.8M
- Held through calls: 0.1%
- Held through puts: 0.2%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $178.6M | 345,805 | 4.4% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $31.1M | 60,127 | 0.4% | 2 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $14.9M | 28,916 | 2.2% | 19 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $14.4M | 27,883 | 1.5% | 32 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $7.8M | 15,146 | 0.5% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $6.8M | 13,093 | 0.2% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $6.6M | 12,805 | 0.2% | 32 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $6.4M | 12,300 | 0.5% | 8 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $5.7M | 11,128 | 0.1% | 12 |
| [Dupree Financial Group, LLC](https://holderbook.com/funds/1989251-dupree-financial-group-llc/) | $5.7M | 10,941 | 2.0% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $5.1M | 9,796 | 0.1% | 9 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $4.8M | 9,345 | 0.1% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.3M | 8,327 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.0M | 5,890 | 0.1% | 12 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.8M | 5,336 | 0.3% | 11 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $2.4M | 4,566 | 1.0% | 27 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $2.1M | 3,985 | 0.2% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.9M | 3,660 | 0.2% | 14 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $1.7M | 3,204 | 0.4% | 8 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $1.6M | 3,173 | 0.4% | 31 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.3M | 2,548 | 0.1% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.2M | 2,360 | 0.0% | 7 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.1M | 2,066 | 0.2% | 31 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $1.1M | 2,045 | 0.2% | 1 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $1.0M | 1,977 | 0.2% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 81 | $332.8M |
| Q2 2026 | 2,111 | $92.1B |
| Q1 2026 | 1,960 | $64.2B |
| Q4 2025 | 1,885 | $61.9B |
| Q3 2025 | 1,685 | $50.1B |
| Q2 2025 | 1,566 | $39.0B |
| Q1 2025 | 1,578 | $37.0B |
| Q4 2024 | 1,561 | $41.1B |
| Q3 2024 | 1,439 | $38.4B |
| Q2 2024 | 1,397 | $33.2B |
| Q1 2024 | 1,379 | $37.0B |
| Q4 2023 | 1,378 | $29.9B |