Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership87,272 shares
Latest Disclosed Value $ 46,954,081
Panagora Asset Management Inc reports 180.60% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 87,272 shares of Cummins Inc. (MX:CMI) valued at $46,954,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 31,102 shares of Cummins Inc.. This represents a change in shares of 180.60% 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)
2026-05-14 2026-03-31 13F CUMMINS COM 231021106 87,272 56,170 180.60 46,954 195.75 0.1759
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 31,102 1,606 5.44 15,876 27.44 0.0563
2025-11-13 2025-09-30 13F CUMMINS COM 231021106 29,496 -1,511 -4.87 12,458 22.69 0.0502
2025-08-13 2025-06-30 13F CUMMINS COM 231021106 31,007 -7,074 -18.58 10,155 -14.93 0.0458
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 38,081 56 0.15 11,936 -9.95 0.0596
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 38,025 -4,206 -9.96 13,256 -3.06 0.0613
2024-11-13 2024-09-30 13F CUMMINS COM 231021106 42,231 -3,834 -8.32 13,674 7.19 0.0653
2024-07-29 2024-06-30 13F CUMMINS COM 231021106 46,065 40,241 690.95 12,757 643.36 0.0641
2024-05-07 2024-03-31 13F CUMMINS COM 231021106 5,824 -3,015 -34.11 1,716 -18.94 0.0089
2024-02-08 2023-12-31 13F CUMMINS COM 231021106 8,839 2,995 51.25 2,118 58.58 0.0118
2023-10-31 2023-09-30 13F CUMMINS COM 231021106 5,844 -517 -8.13 1,335 -14.37 0.0083
2023-08-11 2023-06-30 13F CUMMINS COM 231021106 6,361 -64,893 -91.07 1,559 -90.84 0.0092
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 71,254 -117,196 -62.19 17,021 -62.72 0.1076
2023-02-13 2022-12-31 13F CUMMINS COM 231021106 188,450 -190,000 -50.20 45,660 -40.72 0.2994
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 378,450 -15,983 -4.05 77,018 0.89 0.5341
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 394,433 27,541 7.51 76,335 1.44 0.5004
2022-05-12 2022-03-31 13F CUMMINS COM 231021106 366,892 174,184 90.39 75,253 79.02 0.4098
2022-02-10 2021-12-31 13F CUMMINS COM 231021106 192,708 -280,992 -59.32 42,037 -60.48 0.2226
2021-11-10 2021-09-30 13F CUMMINS COM 231021106 473,700 39,529 9.10 106,374 0.49 0.5685
2021-08-11 2021-06-30 13F CUMMINS COM 231021106 434,171 -7,318 -1.66 105,855 -7.46 0.5672
2021-05-12 2021-03-31 13F CUMMINS COMMON 231021106 441,489 -26,821 -5.73 114,394 7.56 0.6423
2021-02-10 2020-12-31 13F CUMMINS COMMON 231021106 468,310 226,977 94.05 106,353 108.70 0.6293
2020-11-13 2020-09-30 13F CUMMINS COMMON 231021106 241,333 -46,618 -16.19 50,960 2.14 0.3192
2020-08-12 2020-06-30 13F CUMMINS COMMON 231021106 287,951 7,901 2.82 49,890 31.65 0.3180
2020-05-14 2020-03-31 13F CUMMINS COMMON 231021106 280,050 -82,074 -22.66 37,896 -41.52 0.2681
2020-02-12 2019-12-31 13F CUMMINS COMMON 231021106 362,124 -138,396 -27.65 64,806 -20.41 0.2943
2019-11-12 2019-09-30 13F CUMMINS COMMON 231021106 500,520 -151,567 -23.24 81,420 -27.13 0.3756
2019-08-09 2019-06-30 13F CUMMINS COMMON 231021106 652,087 30,258 4.87 111,729 13.81 0.4996
2019-05-15 2019-03-31 13F CUMMINS COMMON 231021106 621,829 89,705 16.86 98,168 38.05 0.4365
2019-02-14 2018-12-31 13F CUMMINS COMMON 231021106 532,124 -16,733 -3.05 71,113 -11.30 0.3310
2018-11-13 2018-09-30 13F CUMMINS COMMON 231021106 548,857 102,740 23.03 80,172 35.12 0.3017
2018-08-14 2018-06-30 13F CUMMINS COMMON 231021106 446,117 94,156 26.75 59,334 4.01 0.2353
2018-05-15 2018-03-31 13F CUMMINS COMMON 231021106 351,961 -59,280 -14.41 57,049 -21.47 0.2251
2018-02-14 2017-12-31 13F CUMMINS COMMON 231021106 411,241 71,975 21.21 72,642 27.43 0.2726
2017-11-14 2017-09-30 13F CUMMINS COMMON 231021106 339,266 -122,611 -26.55 57,007 -23.92 0.2257
2017-08-14 2017-06-30 13F CUMMINS COMMON 231021106 461,877 35,583 8.35 74,926 16.24 0.3016
2017-05-15 2017-03-31 13F CUMMINS COMMON 231021106 426,294 78,801 22.68 64,456 35.72 0.2684
2017-02-14 2016-12-31 13F CUMMINS COMMON 231021106 347,493 184,248 112.87 47,492 127.02 0.2175
2016-11-14 2016-09-30 13F CUMMINS COMMON 231021106 163,245 128,887 375.13 20,920 441.55 0.0997
2016-08-15 2016-06-30 13F CUMMINS COMMON 231021106 34,358 -21,281 -38.25 3,863 -36.85 0.0192
2016-05-16 2016-03-31 13F CUMMINS COMMON 231021106 55,639 -54,230 -49.36 6,117 -36.74 0.0304
2016-02-12 2015-12-31 13F CUMMINS COMMON 231021106 109,869 -8,405 -7.11 9,670 -24.70 0.0476
2015-11-13 2015-09-30 13F CUMMINS COMMON 231021106 118,274 -46,569 -28.25 12,842 -40.62 0.0678
2015-08-14 2015-06-30 13F CUMMINS COMMON 231021106 164,843 -6,271 -3.66 21,626 -8.84 0.1084
2015-05-15 2015-03-31 13F CUMMINS COMMON 231021106 171,114 90,588 112.50 23,723 104.35 0.1204
2015-02-13 2014-12-31 13F CUMMINS COMMON 231021106 80,526 -26,216 -24.56 11,609 -17.60 0.0594
2014-11-12 2014-09-30 13F CUMMINS COMMON 231021106 106,742 -378 -0.35 14,088 -14.76 0.0683
2014-08-14 2014-06-30 13F CUMMINS COMMON 231021106 107,120 -41,213 -27.78 16,527 -25.22 0.0802
2014-05-15 2014-03-31 13F CUMMINS COMMON 231021106 148,333 -2,492 -1.65 22,100 3.94 0.1044
2014-02-21 2013-12-31 13F CUMMINS COMMON 231021106 150,825 -117,168 -43.72 21,262 -40.29 0.0984
2013-11-14 2013-09-30 13F CUMMINS COMMON 231021106 267,993 241,933 928.37 35,608 1,159.57 0.1749
2013-08-14 2013-06-30 13F CUMMINS COMMON 231021106 26,060 26,060 2,827 0.0145
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.