Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership351,138 shares
Latest Disclosed Value $ 188,919,295
LPL Financial LLC reports 7.07% decrease in ownership of CMI / Cummins Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 351,138 shares of Cummins Inc. (MX:CMI) valued at $188,919,295 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 377,839 shares of Cummins Inc.. This represents a change in shares of -7.07% 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)
2026-05-06 2026-03-31 13F CUMMINS COM 231021106 351,138 -26,701 -7.07 188,919 -2.05 0.0502
2026-02-11 2025-12-31 13F CUMMINS COM 231021106 377,839 -39,749 -9.52 192,868 9.35 0.0527
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 417,588 58,722 16.36 176,377 50.07 0.0514
2025-08-12 2025-06-30 13F CUMMINS COM 231021106 358,866 7,086 2.01 117,529 6.59 0.0392
2025-05-07 2025-03-31 13F CUMMINS COM 231021106 351,780 17,118 5.12 110,262 -5.49 0.0429
2025-02-11 2024-12-31 13F CUMMINS COM 231021106 334,662 17,662 5.57 116,663 13.66 0.0474
2024-11-08 2024-09-30 13F CUMMINS COM 231021106 317,000 18,294 6.12 102,641 24.08 0.0458
2024-08-07 2024-06-30 13F CUMMINS COM 231021106 298,706 9,241 3.19 82,721 -3.01 0.0412
2024-05-10 2024-03-31 13F CUMMINS COM 231021106 289,465 16,849 6.18 85,291 30.59 0.0458
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 272,616 23,703 9.52 65,311 14.85 0.0396
2023-11-13 2023-09-30 13F CUMMINS COM 231021106 248,913 17,833 7.72 56,867 0.38 0.0398
2023-07-31 2023-06-30 13F CUMMINS COM 231021106 231,080 4,602 2.03 56,652 4.71 0.0405
2023-05-10 2023-03-31 13F CUMMINS COM 231021106 226,478 19,515 9.43 54,101 7.89 0.0421
2023-02-07 2022-12-31 13F CUMMINS COM 231021106 206,963 16,271 8.53 50,145 29.21 0.0429
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 190,692 22,361 13.28 38,808 19.13 0.0374
2022-08-12 2022-06-30 13F CUMMINS COM 231021106 168,331 904 0.54 32,577 -5.14 0.0309
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 167,427 33,513 25.03 34,341 17.56 0.0295
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 133,914 6,368 4.99 29,212 1.99 0.0245
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 127,546 9,166 7.74 28,642 -0.76 0.0269
2021-08-13 2021-06-30 13F CUMMINS COM 231021106 118,380 25,337 27.23 28,862 19.72 0.0292
2021-05-14 2021-03-31 13F CUMMINS COM 231021106 93,043 -1,703 -1.80 24,108 12.04 0.0277
2021-02-12 2020-12-31 13F CUMMINS COM 231021106 94,746 7,897 9.09 21,517 17.33 0.0279
2020-11-09 2020-09-30 13F CUMMINS COM 231021106 86,849 -3,763 -4.15 18,339 16.82 0.0286
2020-08-13 2020-06-30 13F CUMMINS COM 231021106 90,612 7,757 9.36 15,699 40.02 0.0274
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 82,855 6,323 8.26 11,212 -18.14 0.0242
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 76,532 -4,034 -5.01 13,696 4.50 0.0249
2019-11-13 2019-09-30 13F CUMMINS COM 231021106 80,566 -4,699 -5.51 13,106 -10.29 0.0267
2019-08-09 2019-06-30 13F CUMMINS COM 231021106 85,265 4,811 5.98 14,609 15.02 0.0311
2019-05-08 2019-03-31 13F CUMMINS COM 231021106 80,454 9,117 12.78 12,701 33.22 0.0289
2019-02-07 2018-12-31 13F CUMMINS COM 231021106 71,337 7,695 12.09 9,534 2.56 0.0254
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 63,642 7,917 14.21 9,296 25.44 0.0223
2018-08-14 2018-06-30 13F CUMMINS COM 231021106 55,725 -19,745 -26.16 7,411 -39.42 0.0195
2018-05-15 2018-03-31 13F CUMMINS COM 231021106 75,470 10,676 16.48 12,233 6.89 0.0337
2018-02-14 2017-12-31 13F CUMMINS COM 231021106 64,794 12,540 24.00 11,445 30.35 0.0348
2017-11-14 2017-09-30 13F CUMMINS COM 231021106 52,254 6,276 13.65 8,780 17.71 0.0310
2017-08-14 2017-06-30 13F CUMMINS COM 231021106 45,978 42,860 1,374.60 7,459 1,497.22 0.0283
2017-05-15 2017-03-31 13F CUMMINS COM 231021106 3,118 -152 -4.65 467 2.19 0.0032
2017-02-13 2016-12-31 13F CUMMINS COM 231021106 3,270 -48 -1.45 457 8.29 0.0035
2016-11-16 2016-09-30 13F CUMMINS COM 231021106 3,318 -318 -8.75 422 4.98 0.0040
2016-08-15 2016-06-30 13F CUMMINS COM 231021106 3,636 -100,353 -96.50 402 -96.42 0.0034
2016-05-16 2016-03-31 13F CUMMINS COM 231021106 103,989 2,963 2.93 11,233 24.81 0.0313
2016-02-12 2015-12-31 13F CUMMINS COM 231021106 101,026 52,010 106.11 9,000 64.29 0.0250
2015-11-13 2015-09-30 13F CUMMINS COM 231021106 49,016 2,054 4.37 5,478 -10.84 0.0302
2015-08-14 2015-06-30 13F CUMMINS COM 231021106 46,962 821 1.78 6,144 -2.82 0.0312
2015-05-14 2015-03-31 13F CUMMINS COM 231021106 46,141 1,004 2.22 6,322 -2.84 0.0323
2015-02-13 2014-12-31 13F CUMMINS COM 231021106 45,137 879 1.99 6,507 12.17 0.0356
2014-11-10 2014-09-30 13F CUMMINS COM 231021106 44,258 2,671 6.42 5,801 -9.59 0.0346
2014-08-05 2014-06-30 13F/A-1 CUMMINS COM 231021106 41,587 -69 -0.17 6,416 3.38 0.0374
2014-08-05 2014-06-30 13F CUMMINS COM 231021106 41,587 1,693
2014-05-12 2014-03-31 13F CUMMINS COM 231021106 41,656 -10,191 -19.66 6,206 -15.09 0.0381
2014-02-13 2013-12-31 13F CUMMINS COM 231021106 51,847 5,187 11.12 7,309 16.83 0.0456
2013-11-04 2013-09-30 13F CUMMINS COM 231021106 46,660 7,584 19.41 6,256 47.62 0.0416
2013-08-15 2013-06-30 13F CUMMINS COM 231021106 39,076 39,076 4,238 0.0305
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.