Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership81,092 shares
Latest Disclosed Value $ 43,628,894
Mercer Global Advisors Inc /adv reports 15.46% increase in ownership of CMI / Cummins Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 81,092 shares of Cummins Inc. (MX:CMI) valued at $43,628,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 70,235 shares of Cummins Inc.. This represents a change in shares of 15.46% 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)
2026-05-15 2026-03-31 13F CUMMINS COM 231021106 81,092 10,857 15.46 43,629 21.69 0.0646
2026-02-17 2025-12-31 13F CUMMINS COM 231021106 70,235 10,457 17.49 35,852 42.00 0.0547
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 59,778 10,544 21.42 25,249 56.59 0.0421
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 49,234 13,195 36.61 16,124 42.74 0.0328
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 36,039 752 2.13 11,296 -8.16 0.0259
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 35,287 -348 -0.98 12,301 5.80 0.0300
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 35,635 2,668 8.09 11,626 27.35 0.0272
2024-08-12 2024-06-30 13F CUMMINS COM 231021106 32,967 -218 -0.66 9,130 101,333.33 0.0249
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 33,185 -7,847 -19.12 10 0.00 0.0280
2024-02-15 2023-12-31 13F CUMMINS COM 231021106 41,032 -448 -1.08 10 0.00 0.0296
2023-11-15 2023-09-30 13F/A-1 CUMMINS COM 231021106 41,480 -616 -1.46 9 -10.00 0.0360
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 41,480 -616 9 0.0360
2023-08-14 2023-06-30 13F CUMMINS COM 231021106 42,096 1,077 2.63 10 11.11 0.0410
2023-05-16 2023-03-31 13F CUMMINS COM 231021106 41,019 15,322 59.63 10 50.00 0.0445
2023-02-09 2022-12-31 13F CUMMINS COM 231021106 25,697 2,119 8.99 6 -99.87 0.0312
2022-11-15 2022-09-30 13F CUMMINS COM 231021106 23,578 -1,127 -4.56 4,798 0.36 0.0285
2022-08-10 2022-06-30 13F CUMMINS COM 231021106 24,705 552 2.29 4,781 -3.49 0.0293
2022-05-10 2022-03-31 13F CUMMINS COM 231021106 24,153 -4,785 -16.54 4,954 -21.53 0.0292
2022-02-04 2021-12-31 13F CUMMINS COM 231021106 28,938 66 0.23 6,313 -2.64 0.0390
2021-11-10 2021-09-30 13F CUMMINS COM 231021106 28,872 1,059 3.81 6,484 -4.38 0.0453
2021-08-10 2021-06-30 13F CUMMINS COM 231021106 27,813 590 2.17 6,781 -3.87 0.0522
2021-08-10 2021-03-31 13F/A-1 CUMMINS COM 231021106 27,223 6,800 33.30 7,054 52.09 0.0642
2021-05-11 2021-03-31 13F CUMMINS COM 231021106 23,869 3,446 6,185 0.0592
2021-02-12 2020-12-31 13F CUMMINS COM 231021106 20,423 -134 -0.65 4,638 6.84 0.0579
2020-12-10 2020-09-30 13F CUMMINS COM 231021106 20,557 2,537 14.08 4,341 39.05 0.0653
2020-08-10 2020-06-30 13F CUMMINS COM 231021106 18,020 -733 -3.91 3,122 23.01 0.0567
2020-05-18 2020-03-31 13F CUMMINS COM 231021106 18,753 9,485 102.34 2,538 52.98 0.0559
2020-02-13 2019-12-31 13F CUMMINS INC COM COM 231021106 9,268 1,996 27.45 1,659 40.36 0.0331
2019-11-12 2019-09-30 13F CUMMINS INC COM COM 231021106 7,272 163 2.29 1,182 -2.96 0.0278
2019-08-14 2019-06-30 13F CUMMINS INC COM COM 231021106 7,109 68 0.97 1,218 9.63 0.0323
2019-04-23 2019-03-31 13F/A-1 CUMMINS INC COM COM 231021106 7,041 7,041 1,111 0.0400
2019-04-12 2019-03-31 13F CUMMINS INC COM COM 231021106 5,450 728 0.0388
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.