Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionLsv Asset Management
Latest Disclosed Ownership405,740 shares
Latest Disclosed Value $ 218,296
Lsv Asset Management reports 22.28% decrease in ownership of CMI / Cummins Inc.

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 405,740 shares of Cummins Inc. (MX:CMI) valued at $218,296 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 522,030 shares of Cummins Inc.. This represents a change in shares of -22.28% 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)
2026-05-11 2026-03-31 13F Cummins COM 231021106 405,740 -116,290 -22.28 218 -18.05 0.4704
2026-02-06 2025-12-31 13F Cummins COM 231021106 522,030 -251,243 -32.49 266 -18.40 0.5811
2025-11-06 2025-09-30 13F Cummins COM 231021106 773,273 -251,408 -24.54 327 -2.69 0.7212
2025-08-11 2025-06-30 13F Cummins COM 231021106 1,024,681 -81,254 -7.35 336 -3.18 0.7856
2025-05-09 2025-03-31 13F Cummins COM 231021106 1,105,935 -78,969 -6.66 347 -16.22 0.8320
2025-02-13 2024-12-31 13F Cummins COM 231021106 1,184,904 -56,958 -4.59 413 2.74 0.9535
2024-11-12 2024-09-30 13F Cummins COM 231021106 1,241,862 -17,729 -1.41 402 15.52 0.8618
2024-08-06 2024-06-30 13F Cummins COM 231021106 1,259,591 -64,030 -4.84 349 -10.77 0.7642
2024-05-06 2024-03-31 13F Cummins COM 231021106 1,323,621 -96,940 -6.82 390 14.71 0.8070
2024-02-06 2023-12-31 13F Cummins COM 231021106 1,420,561 -93,860 -6.20 340 -1.45 0.7426
2023-11-03 2023-09-30 13F Cummins COM 231021106 1,514,421 -72,250 -4.55 346 -11.08 0.8048
2023-08-02 2023-06-30 13F Cummins COM 231021106 1,586,671 -32,710 -2.02 389 0.52 0.8577
2023-05-02 2023-03-31 13F Cummins COM 231021106 1,619,381 -206,911 -11.33 387 -12.67 0.8676
2023-02-08 2022-12-31 13F Cummins COM 231021106 1,826,292 -256,520 -12.32 442 -99.90 0.9758
2022-11-07 2022-09-30 13F/A-1 Cummins COM 231021106 2,082,812 6,089 0.29 423,873 5.47 0.9958
2022-11-04 2022-09-30 13F Cummins COM 231021106 2,076,723 0 401,908 0.8690
2022-08-10 2022-06-30 13F Cummins COM 231021106 2,076,723 -61,169 -2.86 401,908 -8.35 0.8690
2022-05-12 2022-03-31 13F Cummins COM 231021106 2,137,892 94,313 4.62 438,503 -1.63 0.8049
2022-01-28 2021-12-31 13F Cummins COM 231021106 2,043,579 -57,650 -2.74 445,786 -5.52 0.7895
2021-11-04 2021-09-30 13F Cummins COM 231021106 2,101,229 109,970 5.52 471,851 -2.81 0.8530
2021-08-04 2021-06-30 13F Cummins COM 231021106 1,991,259 -211,993 -9.62 485,488 -14.96 0.8255
2021-04-30 2021-03-31 13F Cummins COM 231021106 2,203,252 -256,007 -10.41 570,884 2.22 0.9752
2021-02-08 2020-12-31 13F Cummins COM 231021106 2,459,259 -273,188 -10.00 558,497 -3.20 1.0150
2020-10-23 2020-09-30 13F Cummins COM 231021106 2,732,447 -235,693 -7.94 576,983 12.20 1.1803
2020-08-05 2020-06-30 13F Cummins COM 231021106 2,968,140 -340,641 -10.30 514,259 14.86 1.0662
2020-05-07 2020-03-31 13F Cummins COM 231021106 3,308,781 -219,213 -6.21 447,744 -29.08 1.0818
2020-02-10 2019-12-31 13F Cummins COM 231021106 3,527,994 -134,222 -3.67 631,369 5.98 0.9840
2019-11-07 2019-09-30 13F Cummins COM 231021106 3,662,216 15,050 0.41 595,732 -4.67 0.9849
2019-08-08 2019-06-30 13F/A-1 Cummins COM 231021106 3,647,166 -89,939 -2.41 624,905 5.92 1.0067
2019-08-07 2019-06-30 13F Cummins COM 231021106 3,737,105 0 589,976
2019-05-07 2019-03-31 13F Cummins COM 231021106 3,737,105 62,642 1.70 589,976 20.14 0.9451
2019-02-05 2018-12-31 13F Cummins COM 231021106 3,674,463 439,936 13.60 491,055 3.93 0.8723
2018-11-06 2018-09-30 13F Cummins COM 231021106 3,234,527 1,434,282 79.67 472,467 97.33 0.7067
2018-08-08 2018-06-30 13F Cummins COM 231021106 1,800,245 781,118 76.65 239,432 44.94 0.3745
2018-05-04 2018-03-31 13F Cummins COM 231021106 1,019,127 97,863 10.62 165,190 1.51 0.2624
2018-01-31 2017-12-31 13F Cummins COM 231021106 921,264 -35,800 -3.74 162,732 1.19 0.2569
2017-11-13 2017-09-30 13F Cummins COM 231021106 957,064 -1,843 -0.19 160,815 3.38 0.2653
2017-08-09 2017-06-30 13F Cummins COM 231021106 958,907 3,301 0.35 155,553 7.66 0.2770
2017-05-01 2017-03-31 13F Cummins COM 231021106 955,606 -119,600 -11.12 144,487 -1.67 0.2633
2017-02-07 2016-12-31 13F Cummins COM 231021106 1,075,206 -29,340 -2.66 146,948 3.82 0.2704
2016-11-07 2016-09-30 13F Cummins COM 231021106 1,104,546 -2,000 -0.18 141,547 13.77 0.2780
2016-08-05 2016-06-30 13F Cummins COM 231021106 1,106,546 17,452 1.60 124,420 3.91 0.2545
2016-05-10 2016-03-31 13F Cummins COM 231021106 1,089,094 201,700 22.73 119,734 53.31 0.2509
2016-02-03 2015-12-31 13F Cummins COM 231021106 887,394 395,164 80.28 78,099 46.13 0.1695
2015-11-05 2015-09-30 13F Cummins COM 231021106 492,230 363,630 282.76 53,446 216.79 0.1199
2015-08-07 2015-06-30 13F Cummins COM 231021106 128,600 43,500 51.12 16,871 43.00 0.0350
2015-05-06 2015-03-31 13F Cummins COM 231021106 85,100 85,100 0.00 11,798 0.0245
2015-02-04 2014-12-31 13F Cummins COM 231021106 0 -10,300 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Cummins COM 231021106 10,300 -10,700 -50.95 1,359 -54.09 0.0030
2014-02-05 2013-12-31 13F Cummins COM 231021106 21,000 -292,850 -93.31 2,960 -92.90 0.0070
2013-11-08 2013-09-30 13F Cummins COM 231021106 313,850 -19,350 -5.81 41,701 15.39 0.1068
2013-08-12 2013-06-30 13F Cummins COM 231021106 333,200 333,200 36,138 0.0965
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.