Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionJanus Henderson Group Plc
Latest Disclosed Ownership35,910 shares
Latest Disclosed Value $ 19,314,045
Janus Henderson Group Plc reports 56.22% decrease in ownership of CMI / Cummins Inc.

On May 18, 2026 - Janus Henderson Group Plc filed a 13F-HR/A form disclosing ownership of 35,910 shares of Cummins Inc. (MX:CMI) valued at $19,314,045 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 82,033 shares of Cummins Inc.. This represents a change in shares of -56.22% 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)
2026-05-18 2026-03-31 13F/A-1 CUMMINS COM 231021106 35,910 -46,123 -56.22 19,314 -53.87 0.0092
2026-05-15 2026-03-31 13F CUMMINS COM 231021106 35,910 -46,123 19,314 0.0036
2026-02-17 2025-12-31 13F CUMMINS COM 231021106 82,033 237 0.29 41,869 21.14 0.0187
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 81,796 450 0.55 34,563 29.69 0.0158
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 81,346 -13,769 -14.48 26,651 -10.68 0.0131
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 95,115 474 0.50 29,835 -9.61 0.0164
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 94,641 15,271 19.24 33,008 28.52 0.0168
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 79,370 -2,019 -2.48 25,684 13.98 0.0131
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 81,389 662 0.82 22,533 -5.20 0.0121
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 80,727 11,033 15.83 23,770 42.37 0.0130
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 69,694 -126 -0.18 16,697 4.68 0.0100
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 69,820 -404,529 -85.28 15,949 -86.29 0.0104
2023-08-14 2023-06-30 13F CUMMINS COM 231021106 474,349 -21,401 -4.32 116,295 -1.79 0.0723
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 495,750 418,718 543.56 118,414 534.45 0.0781
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 77,032 13,251 20.78 18,664 43.68 0.0133
2023-01-13 2022-09-30 13F/A-1 CUMMINS COM 231021106 63,781 -843 -1.30 12,990 3.73 0.0097
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 63,781 -843 12,990 0.0097
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 64,624 -59,429 -47.91 12,523 -50.77 0.0086
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 124,053 40,186 47.92 25,439 39.07 0.0123
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 83,867 -111,153 -57.00 18,292 -58.24 0.0076
2021-11-16 2021-09-30 13F CUMMINS COM 231021106 195,020 69,394 55.24 43,801 42.99 0.0192
2021-08-16 2021-06-30 13F CUMMINS COM 231021106 125,626 -12,937 -9.34 30,633 -14.72 0.0131
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 138,563 -23,766 -14.64 35,920 -2.54 0.0164
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 162,329 14,401 9.74 36,857 18.00 0.0171
2020-11-16 2020-09-30 13F CUMMINS COM 231021106 147,928 -9,512 -6.04 31,236 14.53 0.0163
2020-08-14 2020-06-30 13F CUMMINS COM 231021106 157,440 -88,379 -35.95 27,273 -18.02 0.0153
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 245,819 5,151 2.14 33,268 -22.75 0.0229
2020-02-18 2019-12-31 13F CUMMINS COM 231021106 240,668 -212,191 -46.86 43,067 -41.54 0.0220
2019-11-14 2019-09-30 13F CUMMINS COM 231021106 452,859 137,420 43.56 73,672 36.32 0.0399
2019-07-31 2019-06-30 13F CUMMINS COM 231021106 315,439 111,320 54.54 54,043 67.73 0.0294
2019-04-30 2019-03-31 13F CUMMINS COM 231021106 204,119 -1,114 -0.54 32,221 17.47 0.0179
2019-02-06 2018-12-31 13F CUMMINS COM 231021106 205,233 11,615 6.00 27,430 -3.01 0.0175
2018-11-09 2018-09-30 13F CUMMINS COM 231021106 193,618 -351,718 -64.50 28,282 -61.01 0.0151
2018-08-10 2018-06-30 13F CUMMINS COM 231021106 545,336 -113,075 -17.17 72,531 -32.04 0.0413
2018-05-14 2018-03-31 13F CUMMINS COM 231021106 658,411 39,372 6.36 106,724 -2.40 0.0629
2018-03-12 2017-12-31 13F/A-1 CUMMINS COM 231021106 619,039 -207,594 -25.11 109,349 -21.27 0.0673
2018-02-09 2017-12-31 13F CUMMINS COM 231021106 619,039 -207,594 109,349
2017-11-14 2017-09-30 13F CUMMINS COM 231021106 826,633 41,857 5.33 138,895 9.10 0.0890
2017-08-17 2017-06-30 13F/A-1 CUMMINS COM 231021106 784,776 696,090 784.89 127,307 849.20 0.0868
2017-08-14 2017-06-30 13F CUMMINS COM 231021106 784,776 696,090 127,307
2017-05-03 2017-03-31 13F CUMMINS COM 231021106 88,686 -3,314 -3.60 13,412 6.61 0.0942
2017-01-30 2016-12-31 13F CUMMINS COM 231021106 92,000 -4,370 -4.53 12,580 1.87 0.0928
2016-10-24 2016-09-30 13F CUMMINS COM 231021106 96,370 0 0.00 12,349 13.98 0.0910
2016-07-29 2016-06-30 13F CUMMINS COM 231021106 96,370 -138,236 -58.92 10,834 -58.01 0.0901
2016-05-12 2016-03-31 13F CUMMINS COM 231021106 234,606 113,764 94.14 25,804 142.63 0.2093
2016-02-03 2015-12-31 13F CUMMINS COM 231021106 120,842 940 0.78 10,635 -18.30 0.0853
2015-11-16 2015-09-30 13F CUMMINS COM 231021106 119,902 -48,325 -28.73 13,017 -41.01 0.1147
2015-08-17 2015-06-30 13F CUMMINS COM 231021106 168,227 -49,844 -22.86 22,066 -26.99 0.1734
2015-06-02 2015-03-31 13F/A-1 CUMMINS COM 231021106 218,071 -10,070 -4.41 30,224 -8.11 0.2332
2015-05-15 2015-03-31 13F CUMMINS COM 231021106 218,071 30,224
2015-02-12 2014-12-31 13F CUMMINS COM 231021106 228,141 6,284 2.83 32,892 12.32 0.2372
2014-11-12 2014-09-30 13F CUMMINS COM 231021106 221,857 3,802 1.74 29,285 -12.94 0.2755
2014-08-13 2014-06-30 13F CUMMINS COM 231021106 218,055 14,952 7.36 33,636 11.15 0.3141
2014-05-08 2014-03-31 13F CUMMINS COM 231021106 203,103 -167,688 -45.22 30,263 -42.10 0.2946
2014-01-14 2013-12-31 13F CUMMINS COM 231021106 370,791 -45,274 -10.88 52,272 -5.48 0.5281
2013-11-12 2013-09-30 13F CUMMINS COM 231021106 416,065 166,042 66.41 55,305 100.42 0.6101
2013-08-15 2013-06-30 13F CUMMINS COM 231021106 250,023 250,023 27,594 0.3226
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.