Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionIeq Capital, Llc
Latest Disclosed Ownership65,912 shares
Latest Disclosed Value $ 35,461,804
Ieq Capital, Llc reports 19.40% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - Ieq Capital, Llc filed a 13F-HR form disclosing ownership of 65,912 shares of Cummins Inc. (MX:CMI) valued at $35,461,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 55,202 shares of Cummins Inc.. This represents a change in shares of 19.40% 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.

Upgrade to unlock premium data and export to Excel .

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 65,912 10,710 19.40 35,462 25.85 0.1646
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 55,202 5,180 10.36 28,178 33.37 0.0844
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 50,022 21,732 76.82 21,128 128.05 0.0641
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 28,290 -5,080 -15.22 9,265 -11.43 0.0567
2025-05-14 2025-03-31 13F CUMMINS COM 231021106 33,370 21,220 174.65 10,460 146.97 0.0832
2025-02-03 2024-12-31 13F CUMMINS COM 231021106 12,150 3,310 37.44 4,235 47.97 0.0409
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 8,840 1,762 24.89 2,862 46.02 0.0351
2024-08-12 2024-06-30 13F CUMMINS COM 231021106 7,078 865 13.92 1,960 7.10 0.0264
2024-05-09 2024-03-31 13F CUMMINS COM 231021106 6,213 566 10.02 1,831 35.36 0.0263
2024-02-07 2023-12-31 13F CUMMINS COM 231021106 5,647 661 13.26 1,353 18.70 0.0225
2023-11-06 2023-09-30 13F CUMMINS COM 231021106 4,986 187 3.90 1,139 -3.15 0.0232
2023-08-08 2023-06-30 13F CUMMINS COM 231021106 4,799 427 9.77 1,176 12.64 0.0237
2023-05-02 2023-03-31 13F CUMMINS COM 231021106 4,372 184 4.39 1,044 2.96 0.0242
2023-02-06 2022-12-31 13F CUMMINS COM 231021106 4,188 -176 -4.03 1,015 14.19 0.0284
2022-11-04 2022-09-30 13F CUMMINS COM 231021106 4,364 1,542 54.64 888 62.64 0.0244
2022-07-27 2022-06-30 13F CUMMINS COM 231021106 2,822 421 17.53 546 10.75 0.0165
2022-04-26 2022-03-31 13F CUMMINS COM 231021106 2,401 344 16.72 493 9.80 0.0117
2022-01-31 2021-12-31 13F CUMMINS COM 231021106 2,057 -386 -15.80 449 -18.21 0.0104
2021-11-09 2021-09-30 13F CUMMINS COM 231021106 2,443 942 62.76 549 50.00 0.0146
2021-07-29 2021-06-30 13F CUMMINS COM 231021106 1,501 171 12.86 366 6.09 0.0108
2021-05-04 2021-03-31 13F CUMMINS COM 231021106 1,330 1,330 345 0.0143
2021-02-03 2020-12-31 13F CUMMINS COM 231021106 0 -1,096 -100.00 0 -100.00
2020-11-03 2020-09-30 13F CUMMINS COM 231021106 1,096 1,096 231 0.0124
2020-05-07 2020-03-31 13F CUMMINS COM 231021106 0 -1,130 -100.00 0 -100.00
2020-02-11 2019-12-31 13F/A-1 CUMMINS COM 231021106 1,130 1,130 202 0.0177
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.