Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership1,353 shares
Latest Disclosed Value $ 727,942
Johnson Financial Group, Inc. reports 10.22% decrease in ownership of CMI / Cummins Inc.

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 1,353 shares of Cummins Inc. (MX:CMI) valued at $727,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,507 shares of Cummins Inc.. This represents a change in shares of -10.22% 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)
2026-05-07 2026-03-31 13F CUMMINS COM 231021106 1,353 -154 -10.22 728 -5.46 0.0189
2026-02-12 2025-12-31 13F CUMMINS COM 231021106 1,507 -2,073 -57.91 769 -49.14 0.0288
2025-11-13 2025-09-30 13F CUMMINS COM 231021106 3,580 -413 -10.34 1,512 15.68 0.0567
2025-08-13 2025-06-30 13F CUMMINS COM 231021106 3,993 -928 -18.86 1,308 -15.24 0.0588
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 4,921 -449 -8.36 1,542 -19.39 0.0755
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 5,370 -12,133 -69.32 1,913 -66.24 0.0904
2024-11-13 2024-09-30 13F CUMMINS COM 231021106 17,503 4,130 30.88 5,667 53.04 0.2589
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 13,373 7,877 143.32 3,703 128.72 0.1795
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 5,496 930 20.37 1,619 48.12 0.0871
2024-02-09 2023-12-31 13F/A-1 CUMMINS COM 231021106 4,566 -832 -15.41 1,094 -11.35 0.0598
2024-02-09 2023-12-31 13F CUMMINS COM 231021106 4,566 -832 1,094 0.0361
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 5,398 -107 -1.94 1,233 -8.60 0.0857
2023-08-14 2023-06-30 13F CUMMINS COM 231021106 5,505 338 6.54 1,350 9.32 0.0933
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 5,167 243 4.94 1,234 3.44 0.0879
2023-02-13 2022-12-31 13F CUMMINS COM 231021106 4,924 -33 -0.67 1,193 -0.67 0.0946
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 4,957 -2,706 -35.31 1,201 -19.02 0.1108
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 7,663 -126 -1.62 1,483 -7.14 0.1062
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 7,789 -1,753 -18.37 1,597 -23.29 0.1128
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 9,542 248 2.67 2,082 -0.24 0.1321
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 9,294 -202 -2.13 2,087 -9.85 0.1420
2021-08-13 2021-06-30 13F CUMMINS COM 231021106 9,496 -2,462 -20.59 2,315 -25.27 0.1514
2021-05-14 2021-03-31 13F CUMMINS COM 231021106 11,958 119 1.01 3,098 15.25 0.2083
2021-02-12 2020-12-31 13F CUMMINS COM 231021106 11,839 978 9.00 2,688 17.23 0.2299
2020-11-12 2020-09-30 13F CUMMINS COM 231021106 10,861 1,449 15.40 2,293 40.59 0.2343
2020-08-11 2020-06-30 13F CUMMINS COM 231021106 9,412 -4,340 -31.56 1,631 -12.36 0.1752
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 13,752 167 1.23 1,861 -23.45 0.2224
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 13,585 50 0.37 2,431 10.40 0.2195
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 13,535 -131 -0.96 2,202 -5.98 0.2020
2019-08-09 2019-06-30 13F CUMMINS COM 231021106 13,666 -75 -0.55 2,342 7.98 0.2084
2019-05-13 2019-03-31 13F CUMMINS COM 231021106 13,741 295 2.19 2,169 20.70 0.1924
2019-02-11 2018-12-31 13F CUMMINS COM 231021106 13,446 4,576 51.59 1,797 38.66 0.1850
2018-11-09 2018-09-30 13F CUMMINS COM 231021106 8,870 -1,114 -11.16 1,296 -2.41 0.1322
2018-08-07 2018-06-30 13F CUMMINS COM 231021106 9,984 1,866 22.99 1,328 0.91 0.1457
2018-05-07 2018-03-31 13F CUMMINS COM 231021106 8,118 1,043 14.74 1,316 5.28 0.1573
2018-02-12 2017-12-31 13F CUMMINS COM 231021106 7,075 88 1.26 1,250 6.47 0.1531
2017-11-09 2017-09-30 13F CUMMINS COM 231021106 6,987 -75 -1.06 1,174 2.44 0.1544
2017-08-10 2017-06-30 13F CUMMINS COM 231021106 7,062 -425 -5.68 1,146 1.24 0.1648
2017-05-12 2017-03-31 13F CUMMINS COM 231021106 7,487 -385 -4.89 1,132 5.20 0.1425
2017-02-07 2016-12-31 13F/A-1 CUMMINS COM 231021106 7,872 -299 -3.66 1,076 2.77 0.1484
2017-02-02 2016-12-31 13F CUMMINS COM 231021106 7,872 1,076
2016-11-14 2016-09-30 13F CUMMINS COM 231021106 8,171 -634 -7.20 1,047 5.76 0.1398
2016-08-12 2016-06-30 13F CUMMINS COM 231021106 8,805 1,672 23.44 990 26.28 0.1371
2016-05-09 2016-03-31 13F CUMMINS COM 231021106 7,133 5,528 344.42 784 456.03 0.1568
2016-02-08 2015-12-31 13F CUMMINS COM 231021106 1,605 -826 -33.98 141 -46.39 0.0293
2015-11-02 2015-09-30 13F CUMMINS COM 231021106 2,431 -2,654 -52.19 263 -60.57 0.0576
2015-08-11 2015-06-30 13F CUMMINS COM 231021106 5,085 -1,756 -25.67 667 -29.72 0.1382
2015-05-12 2015-03-31 13F CUMMINS COM 231021106 6,841 -448 -6.15 949 -9.71 0.2037
2015-02-10 2014-12-31 13F CUMMINS COM 231021106 7,289 170 2.39 1,051 11.93 0.2438
2014-11-14 2014-09-30 13F CUMMINS COM 231021106 7,119 682 10.59 939 -5.44 0.2449
2014-08-06 2014-06-30 13F CUMMINS COM 231021106 6,437 -1,108 -14.69 993 -11.65 0.2618
2014-05-14 2014-03-31 13F CUMMINS COM 231021106 7,545 175 2.37 1,124 8.18 0.3285
2014-02-11 2013-12-31 13F CUMMINS COM 231021106 7,370 803 12.23 1,039 19.01 0.3006
2013-11-14 2013-09-30 13F CUMMINS COM 231021106 6,567 419 6.82 873 30.88 0.2648
2013-08-14 2013-06-30 13F CUMMINS COM 231021106 6,148 6,148 667 0.1857
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.