Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership131,225 shares
Latest Disclosed Value $ 70,601,674
Mackenzie Financial Corp reports 118.47% increase in ownership of CMI / Cummins Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 131,225 shares of Cummins Inc. (MX:CMI) valued at $70,601,674 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 60,066 shares of Cummins Inc.. This represents a change in shares of 118.47% 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)
2026-05-13 2026-03-31 13F CUMMINS COM 231021106 131,225 71,159 118.47 70,602 129.31 0.0847
2026-02-18 2025-12-31 13F CUMMINS COM 231021106 60,066 22,770 61.05 30,790 95.46 0.0365
2025-11-13 2025-09-30 13F CUMMINS COM 231021106 37,296 8,437 29.24 15,753 66.67 0.0191
2025-08-13 2025-06-30 13F CUMMINS COM 231021106 28,859 4,218 17.12 9,451 22.37 0.0122
2025-05-07 2025-03-31 13F CUMMINS COM 231021106 24,641 -1,016 -3.96 7,723 -13.65 0.0110
2025-05-02 2024-12-31 13F/A-2 CUMMINS COM 231021106 25,657 -933 -3.51 8,944 3.89 0.0122
2025-02-20 2024-12-31 13F/A-1 CUMMINS COM 231021106 25,657 -933 8,944 0.0116
2025-02-14 2024-12-31 13F Cummins Common Stock 231021106 25,657 -933 8,176 0.0117
2024-11-13 2024-09-30 13F CUMMINS COM 231021106 26,590 -2,334 -8.07 8,610 7.49 0.0120
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 28,924 -9,756 -25.22 8,010 -29.73 0.0119
2024-05-10 2024-03-31 13F CUMMINS COM 231021106 38,680 6,123 18.81 11,397 46.13 0.0164
2024-01-30 2023-12-31 13F CUMMINS COM 231021106 32,557 -248 -0.76 7,800 6.18 0.0118
2023-10-25 2023-09-30 13F CUMMINS COM 231021106 32,805 -204 -0.62 7,345 -10.42 0.0123
2023-08-03 2023-06-30 13F CUMMINS COM 231021106 33,009 -374 -1.12 8,199 2.82 0.0124
2023-04-24 2023-03-31 13F CUMMINS COM 231021106 33,383 -7,972 -19.28 7,975 -20.41 0.0123
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 41,355 -11,877 -22.31 10,020 -7.51 0.0167
2022-10-07 2022-09-30 13F Cummins Common Stock 231021106 53,232 -25,687 -32.55 10,833 -29.07 0.0186
2022-08-10 2022-06-30 13F CUMMINS COM 231021106 78,919 -1,262 -1.57 15,273 -7.13 0.0245
2022-05-13 2022-03-31 13F CUMMINS COM 231021106 80,181 3,275 4.26 16,446 -1.97 0.0221
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 76,906 -2,836 -3.56 16,776 -6.32 0.0226
2021-11-08 2021-09-30 13F CUMMINS COM 231021106 79,742 -8,470 -9.60 17,907 -16.74 0.0254
2021-08-11 2021-06-30 13F CUMMINS COM 231021106 88,212 -11,193 -11.26 21,507 -16.50 0.0299
2021-05-14 2021-03-31 13F CUMMINS COM 231021106 99,405 -22,807 -18.66 25,757 -7.20 0.0393
2021-02-10 2020-12-31 13F CUMMINS COM 231021106 122,212 -678 -0.55 27,754 6.96 0.0599
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 122,890 -9,502 -7.18 25,949 13.13 0.0645
2020-08-13 2020-06-30 13F CUMMINS COM 231021106 132,392 70,805 114.97 22,938 175.23 0.0614
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 61,587 -135,314 -68.72 8,334 -76.35 0.0268
2020-02-13 2019-12-31 13F CUMMINS COM 231021106 196,901 8,729 4.64 35,237 15.12 0.0867
2019-11-14 2019-09-30 13F CUMMINS COM 231021106 188,172 167,097 792.87 30,610 747.69 0.0804
2019-08-23 2019-06-30 13F/A-1 CUMMINS COM 231021106 21,075 -41,479 -66.31 3,611 -63.43 0.0093
2019-08-14 2019-06-30 13F CUMMINS COM 231021106 21,075 -41,479 3,611
2019-05-15 2019-03-31 13F CUMMINS COM 231021106 62,554 13,016 26.27 9,875 49.17 0.0238
2019-02-06 2018-12-31 13F CUMMINS COM 231021106 49,538 27,529 125.08 6,620 105.91 0.0174
2018-11-15 2018-09-30 13F CUMMINS COM 231021106 22,009 353 1.63 3,215 11.63 0.0078
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 21,656 272 1.27 2,880 -16.91 0.0073
2018-05-14 2018-03-31 13F/A-1 CUMMINS COM 231021106 21,384 15,606 270.09 3,466 239.47 0.0088
2018-05-14 2018-03-31 13F CUMMINS COM 231021106 21,384 3,466
2018-02-13 2017-12-31 13F CUMMINS COM 231021106 5,778 4,108 245.99 1,021 263.35 0.0025
2017-11-13 2017-09-30 13F CUMMINS COM 231021106 1,670 135 8.79 281 12.85 0.0015
2017-08-14 2017-06-30 13F CUMMINS COM 231021106 1,535 1,535 249 0.0014
2016-11-15 2016-09-30 13F CUMMINS COM 231021106 0 -11,497 -100.00 0 -100.00
2016-08-12 2016-06-30 13F CUMMINS COM 231021106 11,497 914 8.64 1,293 11.18 0.0073
2016-05-12 2016-03-31 13F CUMMINS COM 231021106 10,583 2,307 27.88 1,163 59.75 0.0105
2016-02-12 2015-12-31 13F CUMMINS COM 231021106 8,276 900 12.20 728 -9.11 0.0045
2015-11-13 2015-09-30 13F CUMMINS COM 231021106 7,376 -37,848 -83.69 801 -86.50 0.0049
2015-08-13 2015-06-30 13F CUMMINS COM 231021106 45,224 -44,300 -49.48 5,933 -52.20 0.0322
2015-05-13 2015-03-31 13F CUMMINS COM 231021106 89,524 1,050 1.19 12,412 -2.69 0.0654
2015-02-11 2014-12-31 13F CUMMINS COM 231021106 88,474 -63,096 -41.63 12,755 -36.24 0.0651
2014-11-12 2014-09-30 13F CUMMINS COM 231021106 151,570 -43,980 -22.49 20,004 -33.70 0.1003
2014-08-11 2014-06-30 13F CUMMINS COM 231021106 195,550 9,210 4.94 30,171 8.67 0.1403
2014-05-14 2014-03-31 13F CUMMINS COM 231021106 186,340 -2,780 -1.47 27,763 4.14 0.1361
2014-02-11 2013-12-31 13F/A-1 CUMMINS COM 231021106 189,120 -178,800 -48.60 26,660 -45.46 0.1347
2014-02-03 2013-12-31 13F CUMMINS COM 231021106 189,120 26,660
2013-11-12 2013-09-30 13F CUMMINS COM 231021106 367,920 46,360 14.42 48,886 40.17 0.2475
2013-08-20 2013-06-30 13F/A-1 CUMMINS COM 231021106 321,560 321,560 34,876 0.1663
2013-08-09 2013-06-30 13F CUMMINS COM 231021106 321,560 34,876 0.1669
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.