Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionLazard Asset Management Llc
Latest Disclosed Ownership110,075 shares
Latest Disclosed Value $ 59,222,552
Lazard Asset Management Llc reports 458.25% increase in ownership of CMI / Cummins Inc.

On May 15, 2026 - Lazard Asset Management Llc filed a 13F-HR form disclosing ownership of 110,075 shares of Cummins Inc. (MX:CMI) valued at $59,222,552 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,718 shares of Cummins Inc.. This represents a change in shares of 458.25% 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)
2026-05-15 2026-03-31 13F CUMMINS COM 231021106 110,075 90,357 458.25 59,223 488.40 0.0508
2026-02-17 2025-12-31 13F CUMMINS COM 231021106 19,718 4,484 29.43 10,065 56.43 0.0171
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 15,234 -1,768 -10.40 6,434 128,580.00 0.0087
2025-08-14 2025-06-30 13F CUMMINS Common Stock 231021106 17,002 -27,840 -62.08 6 -64.29 0.0077
2025-05-15 2025-03-31 13F CUMMINS Common Stock 231021106 44,842 -291 -0.64 14 -6.67 0.0216
2025-02-14 2024-12-31 13F CUMMINS Common Stock 231021106 45,133 -15,479 -25.54 16 -21.05 0.0230
2024-11-14 2024-09-30 13F CUMMINS Common Stock 231021106 60,612 -210,760 -77.66 20 -74.67 0.0262
2024-08-14 2024-06-30 13F CUMMINS Common Stock 231021106 271,372 268,469 9,247.98 75 0.0943
2024-07-09 2024-03-31 13F/A-1 CUMMINS Common Stock 231021106 2,903 -118 -3.91 1 0.0010
2024-05-14 2024-03-31 13F CUMMINS Common Stock 231021106 2,903 -118 1 0.0010
2024-02-14 2023-12-31 13F CUMMINS Common Stock 231021106 3,021 -629 -17.23 1 0.0009
2023-11-14 2023-09-30 13F CUMMINS Common Stock 231021106 3,650 -157 -4.12 1 0.0011
2023-08-15 2023-06-30 13F CUMMINS Common Stock 231021106 3,807 -334 -8.07 1 0.0011
2023-05-15 2023-03-31 13F CUMMINS Common Stock 231021106 4,141 124 3.09 1 -100.00 0.0013
2023-02-15 2022-12-31 13F CUMMINS Common Stock 231021106 4,017 5 0.12 972 19.26 0.0013
2022-11-14 2022-09-30 13F CUMMINS Common Stock 231021106 4,012 -34 -0.84 815 4.22 0.0012
2022-08-09 2022-06-30 13F CUMMINS Common Stock 231021106 4,046 -654 -13.91 782 -18.88 0.0011
2022-05-13 2022-03-31 13F CUMMINS Common Stock 231021106 4,700 -138,850 -96.73 964 -96.92 0.0011
2022-02-09 2021-12-31 13F CUMMINS Common Stock 231021106 143,550 -32,491 -18.46 31,313 -20.79 0.0333
2021-11-15 2021-09-30 13F CUMMINS Common Stock 231021106 176,041 -7,216 -3.94 39,531 -11.52 0.0446
2021-08-12 2021-06-30 13F CUMMINS Common Stock 231021106 183,257 -32,804 -15.18 44,679 -20.19 0.0501
2021-05-14 2021-03-31 13F CUMMINS Common Stock 231021106 216,061 -151,696 -41.25 55,982 -32.97 0.0678
2021-02-11 2020-12-31 13F CUMMINS Common Stock 231021106 367,757 174,600 90.39 83,517 104.77 0.1055
2020-11-13 2020-09-30 13F CUMMINS Common Stock 231021106 193,157 10,642 5.83 40,786 28.98 0.0573
2020-08-13 2020-06-30 13F CUMMINS Common Stock 231021106 182,515 42,537 30.39 31,621 66.94 0.0486
2020-05-14 2020-03-31 13F CUMMINS Common Stock 231021106 139,978 -4,728 -3.27 18,941 -26.85 0.0347
2020-02-13 2019-12-31 13F CUMMINS Common Stock 231021106 144,706 774 0.54 25,895 10.60 0.0370
2019-11-14 2019-09-30 13F CUMMINS Common Stock 231021106 143,932 9,254 6.87 23,413 1.46 0.0385
2019-08-14 2019-06-30 13F CUMMINS Common Stock 231021106 134,678 110,227 450.81 23,075 497.80 0.0374
2019-08-28 2019-03-31 13F/A-1 CUMMINS Common Stock 231021106 24,451 14,216 138.90 3,860 182.37 0.0063
2019-05-13 2019-03-31 13F CUMMINS Common Stock 231021106 24,451 14,216 3,860
2019-08-28 2018-12-31 13F/A-1 CUMMINS Common Stock 231021106 10,235 1,002 10.85 1,367 1.41 0.0025
2019-02-13 2018-12-31 13F CUMMINS Common Stock 231021106 10,235 1,002 1,367
2019-08-30 2018-09-30 13F/A-1 CUMMINS Common Stock 231021106 9,233 -33,562 -78.43 1,348 -76.31 0.0022
2018-11-13 2018-09-30 13F CUMMINS Common Stock 231021106 9,233 -33,562 1,348
2019-08-30 2018-06-30 13F/A-1 CUMMINS Common Stock 231021106 42,795 -134,878 -75.91 5,691 -80.24 0.0099
2018-08-13 2018-06-30 13F CUMMINS Common Stock 231021106 42,795 -134,878 5,691
2019-08-28 2018-03-31 13F/A-1 CUMMINS Common Stock 231021106 177,673 -1,894 -1.05 28,798 -9.21 0.0491
2018-05-14 2018-03-31 13F CUMMINS Common Stock 231021106 178,120 -1,719 28,870
2019-08-28 2017-12-31 13F/A-1 CUMMINS Common Stock 231021106 179,567 4,025 2.29 31,718 7.54 0.0543
2018-02-13 2017-12-31 13F CUMMINS Common Stock 231021106 179,839 4,297 31,765
2019-08-19 2017-09-30 13F/A-1 CUMMINS Common Stock 231021106 175,542 -4,158 -2.31 29,495 1.18 0.0534
2017-11-13 2017-09-30 13F CUMMINS Common Stock 231021106 175,542 -1,414 29,495
2019-08-19 2017-06-30 13F/A-1 CUMMINS Common Stock 231021106 179,700 179,700 3,239.68 29,150 4,007.45 0.0548
2017-08-11 2017-06-30 13F CUMMINS Common Stock 231021106 176,956 176,956 28,704
2015-11-13 2015-09-30 13F CUMMINS Common Stock 231021106 0 0 0 0.0000
2015-06-09 2015-03-31 13F/A-1 CUMMINS Common Stock 231021106 0 -3,923 -100.00 0 -100.00
2019-08-29 2014-12-31 13F/A-3 CUMMINS Common Stock 231021106 3,923 -1,369 -25.87 565 -19.05 0.0012
2015-05-20 2014-12-31 13F/A-1 CUMMINS Common Stock 231021106 3,900 -23 562 0.0011
2015-06-09 2014-12-31 13F/A-2 CUMMINS Common Stock 231021106 3,923 23 565 0.0013
2015-02-12 2014-12-31 13F CUMMINS Common Stock 231021106 3,923 3,923 565
2014-11-07 2014-09-30 13F CUMMINS Common Stock 231021106 5,292 -11,208 -67.93 698 -71.60 0.0015
2014-05-12 2014-03-31 13F CUMMINS Common Stock 231021106 16,500 -18,953 -53.46 2,458 -50.81 0.0055
2014-02-14 2013-12-31 13F CUMMINS Common Stock 231021106 35,453 -37,164 -51.18 4,997 -48.21 0.0111
2014-01-13 2013-09-30 13F/A-1 CUMMINS Common Stock 231021106 72,617 -17 -0.02 9,648 22.48 0.0229
2013-11-13 2013-09-30 13F CUMMINS Common Stock 231021106 72,617 9,648
2013-08-13 2013-06-30 13F CUMMINS Common Stock 231021106 72,634 72,634 7,877 0.0187
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.