Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionImpax Asset Management Group plc
Latest Disclosed Ownership10,979 shares
Latest Disclosed Value $ 5,906,922
Impax Asset Management Group plc reports 36.68% decrease in ownership of CMI / Cummins Inc.

On May 12, 2026 - Impax Asset Management Group plc filed a 13F-HR form disclosing ownership of 10,979 shares of Cummins Inc. (MX:CMI) valued at $5,906,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 17,338 shares of Cummins Inc.. This represents a change in shares of -36.68% 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)
2026-05-12 2026-03-31 13F Cummins Common Stock 231021106 10,979 -6,359 -36.68 5,907 -33.27 0.0412
2026-01-29 2025-12-31 13F Cummins Common Stock 231021106 17,338 -2,945 -14.52 8,850 3.32 0.0554
2025-11-06 2025-09-30 13F Cummins Common Stock 231021106 20,283 -4,928 -19.55 8,567 3.75 0.0500
2025-08-08 2025-06-30 13F Cummins Common Stock 231021106 25,211 1,728 7.36 8,257 12.17 0.0475
2025-04-29 2025-03-31 13F Cummins Common Stock 231021106 23,483 2,582 12.35 7,361 1.02 0.0443
2025-02-04 2024-12-31 13F Cummins Common Stock 231021106 20,901 -3,020 -12.62 7,286 -5.93 0.0330
2024-11-06 2024-09-30 13F/A-1 Cummins Common Stock 231021106 23,921 -4,350 -15.39 7,745 -1.07 0.0305
2024-10-30 2024-09-30 13F Cummins Common Stock 231021106 23,921 -4,350 7,745 0.0305
2024-11-08 2024-06-30 13F/A-1 Cummins Common Stock 231021106 28,271 -1,097 -3.74 7,829 -9.52 0.0319
2024-08-05 2024-06-30 13F Cummins Common Stock 231021106 28,271 -1,097 7,829 0.0319
2024-04-30 2024-03-31 13F Cummins Common Stock 231021106 29,368 26,379 882.54 8,653 1,108.52 0.0331
2024-01-26 2023-12-31 13F Cummins Common Stock 231021106 2,989 -4 -0.13 716 4.83 0.0029
2023-11-07 2023-09-30 13F/A-1 Cummins Common Stock 231021106 2,993 -592 -16.51 684 -22.21 0.0031
2023-11-07 2023-09-30 13F Cummins Common Stock 231021106 2,993 684
2023-08-07 2023-06-30 13F Cummins Common Stock 231021106 3,585 -7,548 -67.80 879 -66.98 0.0035
2023-05-10 2023-03-31 13F Cummins Common Stock 231021106 11,133 919 9.00 2,659 7.48 0.0111
2023-02-09 2022-12-31 13F Cummins Common Stock 231021106 10,214 -1,320 -11.44 2,475 5.41 0.0111
2022-11-08 2022-09-30 13F Cummins Common Stock 231021106 11,534 -384 -3.22 2,347 1.78 0.0121
2022-08-11 2022-06-30 13F/A-2 Cummins Common Stock 231021106 11,918 -373 -3.03 2,306 -8.53 0.0112
2022-08-02 2022-06-30 13F Cummins Common Stock 231021106 12,291 0 2,521 0.0104
2022-05-16 2022-03-31 13F Cummins Common Stock 231021106 12,291 182 1.50 2,521 -4.54 0.0104
2022-02-14 2021-12-31 13F Cummins Common Stock 231021106 12,109 54 0.45 2,641 -2.44 0.0097
2021-11-12 2021-09-30 13F Cummins Common Stock 231021106 12,055 -9 -0.07 2,707 -7.96 0.0111
2021-08-05 2021-06-30 13F Cummins Common Stock 231021106 12,064 -2 -0.02 2,941 -5.92 0.0130
2021-05-14 2021-03-31 13F Cummins Common Stock 231021106 12,066 7,526 165.77 3,126 203.20 0.0160
2021-02-16 2020-12-31 13F Cummins Common Stock 231021106 4,540 393 9.48 1,031 17.69 0.0066
2020-11-12 2020-09-30 13F Cummins Common Stock 231021106 4,147 253 6.50 876 29.78 0.0077
2020-08-14 2020-06-30 13F Cummins Common Stock 231021106 3,894 23 0.59 675 28.82 0.0069
2020-05-15 2020-03-31 13F Cummins Common Stock 231021106 3,871 614 18.85 524 -10.12 0.0070
2020-02-13 2019-12-31 13F Cummins Common Stock 231021106 3,257 298 10.07 583 21.21 0.0065
2019-11-14 2019-09-30 13F Cummins Common Stock 231021106 2,959 204 7.40 481 1.91 0.0063
2019-08-13 2019-06-30 13F Cummins Common Stock 231021106 2,755 226 8.94 472 18.30 0.0061
2019-05-13 2019-03-31 13F Cummins Common Stock 231021106 2,529 399 18.73 399 40.00 0.0055
2019-02-14 2018-12-31 13F Cummins Common Stock 231021106 2,130 -66,790 -96.91 285 -97.17 0.0046
2018-11-14 2018-09-30 13F Cummins Common Stock 231021106 68,920 68,920 10,067 0.1446
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.