Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership16,194 shares
Latest Disclosed Value $ 8,712,696
Jacobs Levy Equity Management, Inc reports 55.54% decrease in ownership of CMI / Cummins Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 16,194 shares of Cummins Inc. (MX:CMI) valued at $8,712,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 36,425 shares of Cummins Inc.. This represents a change in shares of -55.54% 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 16,194 -20,231 -55.54 8,713 -53.14 0.0366
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 36,425 -2,125 -5.51 18,593 14.19 0.0718
2025-11-17 2025-09-30 13F CUMMINS COM 231021106 38,550 -47,066 -54.97 16,282 -41.93 0.0647
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 85,616 -73,628 -46.24 28,039 -43.82 0.1099
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 159,244 -33,847 -17.53 49,913 -25.85 0.1980
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 193,091 -4,362 -2.21 67,312 5.28 0.2381
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 197,453 14,940 8.19 63,933 26.49 0.2466
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 182,513 70,179 62.47 50,543 52.70 0.2090
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 112,334 112,334 33,099 0.1479
2022-11-15 2022-09-30 13F CUMMINS COM 231021106 0 -388,918 -100.00 0 -100.00
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 388,918 -51,452 -11.68 75,267 -16.67 0.5827
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 440,370 390,408 781.41 90,324 728.74 0.6076
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 49,962 30,992 163.37 10,899 155.85 0.0730
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 18,970 18,970 4,260 0.0287
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 0 -3,348 -100.00 0 -100.00
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 3,348 1,521 83.25 760 96.89 0.0067
2020-11-16 2020-09-30 13F CUMMINS COM 231021106 1,827 -200 -9.87 386 9.97 0.0040
2020-08-17 2020-06-30 13F CUMMINS COM 231021106 2,027 -21,185 -91.27 351 -88.83 0.0038
2020-05-15 2020-03-31 13F CUMMINS COM 231021106 23,212 -71,787 -75.57 3,141 -81.52 0.0404
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 94,999 8,969 10.43 17,001 21.48 0.1668
2019-11-14 2019-09-30 13F CUMMINS COM 231021106 86,030 13,040 17.87 13,995 11.91 0.1718
2019-08-13 2019-06-30 13F CUMMINS COM 231021106 72,990 65,510 875.80 12,506 958.93 0.1730
2019-05-14 2019-03-31 13F CUMMINS COM 231021106 7,480 -350 -4.47 1,181 12.91 0.0170
2019-02-14 2018-12-31 13F CUMMINS COM 231021106 7,830 890 12.82 1,046 3.16 0.0184
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 6,940 -38,670 -84.78 1,014 -83.28 0.0144
2018-08-14 2018-06-30 13F CUMMINS COM 231021106 45,610 -25,390 -35.76 6,066 -47.29 0.0953
2018-05-15 2018-03-31 13F CUMMINS COM 231021106 71,000 9,980 16.36 11,508 6.76 0.1915
2018-02-13 2017-12-31 13F CUMMINS COM 231021106 61,020 46,010 306.53 10,779 327.40 0.1894
2017-11-14 2017-09-30 13F CUMMINS COM 231021106 15,010 970 6.91 2,522 10.71 0.0490
2017-11-09 2017-06-30 13F/A-1 CUMMINS COM 231021106 14,040 7,910 129.04 2,278 145.74 0.0487
2017-08-14 2017-06-30 13F CUMMINS COM 231021106 14,040 7,910 2,278
2017-05-12 2017-03-31 13F CUMMINS COM 231021106 6,130 0 0.00 927 10.62 0.0187
2017-02-14 2016-12-31 13F CUMMINS COM 231021106 6,130 6,130 0.00 838 0.0162
2015-11-16 2015-09-30 13F CUMMINS COM 231021106 0 -65,955 -100.00 0 -100.00
2015-08-14 2015-06-30 13F CUMMINS COM 231021106 65,955 -33,310 -33.56 8,653 -37.12 0.1646
2015-05-15 2015-03-31 13F CUMMINS COM 231021106 99,265 -21,800 -18.01 13,762 -21.15 0.2342
2015-02-17 2014-12-31 13F CUMMINS COM 231021106 121,065 -2,450 -1.98 17,454 7.07 0.2990
2014-11-14 2014-09-30 13F CUMMINS COM 231021106 123,515 99,505 414.43 16,302 340.00 0.2723
2014-08-14 2014-06-30 13F CUMMINS COM 231021106 24,010 21,490 852.78 3,705 888.00 0.0613
2014-05-15 2014-03-31 13F CUMMINS COM 231021106 2,520 -77,090 -96.83 375 -96.45 0.0063
2013-11-14 2013-09-30 13F CUMMINS COM 231021106 79,610 0 0.00 10,578 22.50 0.1792
2013-08-14 2013-06-30 13F CUMMINS COM 231021106 79,610 79,610 8,635 0.1525
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.