Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionDnB Asset Management AS
Latest Disclosed Ownership64,182 shares
Latest Disclosed Value $ 34,531,200
DnB Asset Management AS reports 60.11% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - DnB Asset Management AS filed a 13F-HR form disclosing ownership of 64,182 shares of Cummins Inc. (MX:CMI) valued at $34,531,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 40,086 shares of Cummins Inc.. This represents a change in shares of 60.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F Cummins COM 231021106 64,182 24,096 60.11 34,531 68.76 0.1231
2026-02-05 2025-12-31 13F Cummins COM 231021106 40,086 -24,293 -37.73 20,462 -24.75 0.0714
2025-11-12 2025-09-30 13F Cummins COM 231021106 64,379 1,659 2.65 27,192 32.38 0.1017
2025-08-12 2025-06-30 13F Cummins COM 231021106 62,720 -9,178 -12.77 20,541 -8.85 0.0852
2025-05-15 2025-03-31 13F Cummins COM 231021106 71,898 234 0.33 22,536 -9.80 0.1039
2025-02-12 2024-12-31 13F Cummins COM 231021106 71,664 -4,017 -5.31 24,982 1.95 0.1081
2024-11-12 2024-09-30 13F Cummins COM 231021106 75,681 10,829 16.70 24,505 36.44 0.1106
2024-07-05 2024-06-30 13F Cummins common 231021106 64,852 4,177 6.88 17,959 0.46 0.0857
2024-04-12 2024-03-31 13F Cummins common 231021106 60,675 -9,329 -13.33 17,878 6.60 0.0932
2024-01-04 2023-12-31 13F Cummins common 231021106 70,004 13,348 23.56 16,771 29.57 0.0871
2023-10-13 2023-09-30 13F Cummins common 231021106 56,656 4,337 8.29 12,944 0.91 0.0773
2023-07-10 2023-06-30 13F/A-1 Cummins common 231021106 52,319 -351 -0.67 12,827 1.95 0.0737
2023-07-06 2023-06-30 13F Cummins common 231021106 52,319 -351 12,827 0.0755
2023-04-20 2023-03-31 13F Cummins common 231021106 52,670 -2,443 -4.43 12,582 -5.78 0.0798
2023-01-12 2022-12-31 13F Cummins common 231021106 55,113 -855 -1.53 13,353 17.23 0.0941
2022-10-11 2022-09-30 13F Cummins common 231021106 55,968 -3,166 -5.35 11,390 -0.47 0.0878
2022-07-08 2022-06-30 13F Cummins common 231021106 59,134 4,893 9.02 11,444 2.87 0.0805
2022-04-08 2022-03-31 13F Cummins common 231021106 54,241 5,737 11.83 11,125 5.15 0.0662
2022-01-12 2021-12-31 13F Cummins common 231021106 48,504 -1,652 -3.29 10,581 -6.06 0.0621
2021-10-15 2021-09-30 13F Cummins common 231021106 50,156 956 1.94 11,263 -6.10 0.0731
2021-07-06 2021-06-30 13F Cummins common 231021106 49,200 8,133 19.80 11,995 12.73 0.0795
2021-04-15 2021-03-31 13F Cummins common 231021106 41,067 2,401 6.21 10,641 21.17 0.0777
2021-01-19 2020-12-31 13F Cummins common 231021106 38,666 -600 -1.53 8,781 5.91 0.0769
2020-10-14 2020-09-30 13F Cummins common 231021106 39,266 784 2.04 8,291 24.36 0.0881
2020-07-08 2020-06-30 13F Cummins common 231021106 38,482 -1,370 -3.44 6,667 23.65 0.0783
2020-04-17 2020-03-31 13F Cummins common 231021106 39,852 -6,303 -13.66 5,393 -34.71 0.0793
2020-01-13 2019-12-31 13F Cummins common 231021106 46,155 -7,371 -13.77 8,260 -5.15 0.0812
2019-10-16 2019-09-30 13F Cummins common 231021106 53,526 1,683 3.25 8,707 -1.97 0.0983
2019-07-08 2019-06-30 13F Cummins common 231021106 51,843 1,372 2.72 8,883 11.48 0.1023
2019-04-11 2019-03-31 13F Cummins common 231021106 50,471 6,748 15.43 7,968 36.35 0.0908
2019-01-15 2018-12-31 13F Cummins common 231021106 43,723 867 2.02 5,843 -6.65 0.0758
2018-10-10 2018-09-30 13F Cummins common 231021106 42,856 450 1.06 6,260 10.99 0.0704
2018-07-06 2018-06-30 13F Cummins common 231021106 42,406 5,200 13.98 5,640 -6.48 0.0666
2018-04-11 2018-03-31 13F Cummins common 231021106 37,206 -200 -0.53 6,031 -8.73 0.0726
2018-01-10 2017-12-31 13F Cummins common 231021106 37,406 17,100 84.21 6,607 93.64 0.0796
2017-10-11 2017-09-30 13F Cummins common 231021106 20,306 -300 -1.46 3,412 2.09 0.0454
2017-07-06 2017-06-30 13F Cummins common 231021106 20,606 -600 -2.83 3,343 4.24 0.0487
2017-04-19 2017-03-31 13F Cummins common 231021106 21,206 2,900 15.84 3,206 28.19 0.0504
2017-01-17 2016-12-31 13F Cummins common 231021106 18,306 1,100 6.39 2,502 13.48 0.0459
2016-10-28 2016-09-30 13F Cummins common 231021106 17,206 300 1.77 2,205 16.00 0.0434
2016-07-08 2016-06-30 13F Cummins common 231021106 16,906 400 2.42 1,901 4.74 0.0403
2016-04-11 2016-03-31 13F Cummins common 231021106 16,506 -112,289 -87.18 1,815 -84.00 0.0379
2016-01-20 2015-12-31 13F Cummins common 231021106 128,795 -172,639 -57.27 11,335 -65.37 0.2430
2015-10-21 2015-09-30 13F Cummins common 231021106 301,434 3,400 1.14 32,730 -16.29 0.8173
2015-07-07 2015-06-30 13F Cummins common 231021106 298,034 604 0.20 39,099 -5.18 0.8619
2015-05-18 2015-03-31 13F Cummins common 231021106 297,430 142,703 92.23 41,236 84.86 0.9180
2015-05-19 2014-12-31 13F Cummins common 231021106 154,727 -41,335 -21.08 22,307 -13.80 0.5049
2015-02-17 2014-09-30 13F Cummins common 231021106 196,062 32,885 20.15 25,876 2.78 0.5695
2014-07-07 2014-06-30 13F Cummins common 231021106 163,177 -40,223 -19.78 25,177 -12.20 0.5327
2014-01-27 2013-12-31 13F Cummins common 231021106 203,400 -29,200 -12.55 28,673 -7.22 0.6737
2013-10-17 2013-09-30 13F Cummins common 231021106 232,600 55,894 31.63 30,906 61.26 0.8462
2013-07-31 2013-06-30 13F Cummins common 231021106 176,706 176,706 19,166 0.5673
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.