Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership3,746,388 shares
Latest Disclosed Value $ 2,008,061,079
Geode Capital Management, Llc reports 4.52% increase in ownership of CMI / Cummins Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 3,746,388 shares of Cummins Inc. (MX:CMI) valued at $2,008,061,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,584,466 shares of Cummins Inc.. This represents a change in shares of 4.52% 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)
2026-05-15 2026-03-31 13F CUMMINS COM 231021106 3,746,388 161,922 4.52 2,008,061 10.18 0.0668
2026-02-09 2025-12-31 13F CUMMINS COM 231021106 3,584,466 35,286 0.99 1,822,534 22.08 0.1125
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 3,549,180 49,940 1.43 1,492,876 30.82 0.0952
2025-08-08 2025-06-30 13F CUMMINS COM 231021106 3,499,240 43,720 1.27 1,141,138 5.70 0.0800
2025-05-13 2025-03-31 13F CUMMINS COM 231021106 3,455,520 77,937 2.31 1,079,636 -8.08 0.0849
2025-02-12 2024-12-31 13F CUMMINS COM 231021106 3,377,583 84,112 2.55 1,174,504 10.50 0.0910
2024-11-12 2024-09-30 13F CUMMINS COM 231021106 3,293,471 -63,160 -1.88 1,062,886 14.34 0.0861
2024-08-09 2024-06-30 13F CUMMINS COM 231021106 3,356,631 96,538 2.96 929,556 -3.18 0.0816
2024-05-13 2024-03-31 13F CUMMINS COM 231021106 3,260,093 90,755 2.86 960,079 26.78 0.0888
2024-02-13 2023-12-31 13F CUMMINS COM 231021106 3,169,338 98,256 3.20 757,276 8.17 0.0792
2023-11-13 2023-09-30 13F CUMMINS COM 231021106 3,071,082 55,579 1.84 700,100 -5.05 0.0834
2023-08-11 2023-06-30 13F CUMMINS COM 231021106 3,015,503 70,677 2.40 737,354 5.05 0.0866
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 2,944,826 5,324 0.18 701,875 98,755.63 0.0911
2023-02-13 2022-12-31 13F CUMMINS COM 231021106 2,939,502 70,040 2.44 711 -99.88 0.0998
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 2,869,462 65,403 2.33 583,298 7.67 0.0885
2022-08-12 2022-06-30 13F CUMMINS COM 231021106 2,804,059 27,835 1.00 541,752 -4.64 0.0794
2022-05-13 2022-03-31 13F CUMMINS COM 231021106 2,776,224 -46,941 -1.66 568,111 -7.54 0.0709
2022-02-11 2021-12-31 13F CUMMINS COM 231021106 2,823,165 100,129 3.68 614,408 0.72 0.0740
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 2,723,036 57,971 2.18 609,992 -5.88 0.0821
2021-08-13 2021-06-30 13F CUMMINS COM 231021106 2,665,065 39,451 1.50 648,101 -4.50 0.0893
2021-05-12 2021-03-31 13F CUMMINS COM 231021106 2,625,614 -71,864 -2.66 678,672 10.99 0.1038
2021-02-12 2020-12-31 13F CUMMINS COM 231021106 2,697,478 10,055 0.37 611,460 7.88 0.1026
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 2,687,423 -108,200 -3.87 566,774 17.14 0.1111
2020-08-13 2020-06-30 13F CUMMINS COM 231021106 2,795,623 -66,604 -2.33 483,860 25.06 0.1035
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 2,862,227 89,948 3.24 386,903 -21.89 0.1008
2020-02-20 2019-12-31 13F/A-1 CUMMINS COM 231021106 2,772,279 40,153 1.47 495,306 11.59 0.1035
2020-02-13 2019-12-31 13F CUMMINS COM 231021106 2,772,279 40,153 495,306 63,122.4068
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 2,732,126 226,460 9.04 443,862 3.53 0.1036
2019-08-14 2019-06-30 13F CUMMINS COM 231021106 2,505,666 87,423 3.62 428,720 12.47 0.1037
2019-05-14 2019-03-31 13F CUMMINS COM 231021106 2,418,243 -77,564 -3.11 381,202 14.45 0.0988
2019-03-06 2018-12-31 13F/A-1 CUMMINS COM 231021106 2,495,807 97,017 4.04 333,085 -4.80 0.1030
2019-02-13 2018-12-31 13F CUMMINS COM 231021106 2,495,807 97,017 333,085
2018-11-13 2018-09-30 13F CUMMINS COM 231021106 2,398,790 28,111 1.19 349,883 11.14 0.0986
2018-08-14 2018-06-30 13F CUMMINS COM 231021106 2,370,679 172,146 7.83 314,805 -11.49 0.0968
2018-05-15 2018-03-31 13F CUMMINS COM 231021106 2,198,533 76,504 3.61 355,662 -4.96 0.1159
2018-02-13 2017-12-31 13F CUMMINS COM 231021106 2,122,029 59,257 2.87 374,228 8.13 0.1271
2017-11-14 2017-09-30 13F CUMMINS COM 231021106 2,062,772 79,323 4.00 346,086 7.71 0.1277
2017-08-14 2017-06-30 13F CUMMINS COM 231021106 1,983,449 35,886 1.84 321,324 9.24 0.1264
2017-06-21 2017-03-31 13F/A-1 CUMMINS INC COM COM 231021106 1,947,563 160,060 8.95 294,144 20.52 0.1207
2017-05-12 2017-03-31 13F CUMMINS INC COM COM 231021106 1,947,563 294,144
2017-02-14 2016-12-31 13F CUMMINS INC COM COM 231021106 1,787,503 122,052 7.33 244,067 14.50 0.1135
2016-11-10 2016-09-30 13F CUMMINS INC COM COM 231021106 1,665,451 116,982 7.55 213,153 22.61 0.1073
2016-08-12 2016-06-30 13F CUMMINS INC COM COM 231021106 1,548,469 57,949 3.89 173,851 6.28 0.0945
2016-05-13 2016-03-31 13F CUMMINS INC COM COM 231021106 1,490,520 69,464 4.89 163,573 31.04 0.0868
2016-02-12 2015-12-31 13F CUMMINS INC COM COM 231021106 1,421,056 98,846 7.48 124,825 -12.88 0.0711
2015-11-13 2015-09-30 13F CUMMINS INC COM COM 231021106 1,322,210 42,307 3.31 143,280 -14.49 0.0869
2015-08-14 2015-06-30 13F CUMMINS INC COM COM 231021106 1,279,903 10,348 0.82 167,566 -4.64 0.0957
2015-05-14 2015-03-31 13F CUMMINS INC COM COM 231021106 1,269,555 32,570 2.63 175,721 -1.33 0.1004
2015-02-12 2014-12-31 13F CUMMINS INC COM COM 231021106 1,236,985 47,556 4.00 178,095 13.60 0.1060
2014-11-14 2014-09-30 13F CUMMINS INC COM COM 231021106 1,189,429 -14,785 -1.23 156,769 -15.57 0.1016
2014-08-13 2014-06-30 13F CUMMINS INC COM COM 231021106 1,204,214 -36,361 -2.93 185,680 0.50 0.1200
2014-05-14 2014-03-31 13F CUMMINS INC COM COM 231021106 1,240,575 -177 -0.01 184,750 5.66 0.1239
2014-02-14 2013-12-31 13F CUMMINS INC COM COM 231021106 1,240,752 46,803 3.92 174,855 10.25 0.1212
2013-11-14 2013-09-30 13F CUMMINS INC COM COM 231021106 1,193,949 26,575 2.28 158,599 25.29 0.1272
2013-08-14 2013-06-30 13F CUMMINS INC COM COM 231021106 1,167,374 1,167,374 126,586 0.1113
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.