Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership90,496 shares
Latest Disclosed Value $ 48,689,754
Rockefeller Capital Management L.P. reports 8.23% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 90,496 shares of Cummins Inc. (MX:CMI) valued at $48,689,754 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 83,614 shares of Cummins Inc.. This represents a change in shares of 8.23% 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 90,496 6,882 8.23 48,690 14.08 0.0447
2026-03-16 2025-12-31 13F/A-1 CUMMINS COM 231021106 83,614 27,899 50.07 42,681 81.37 0.0769
2026-02-14 2025-12-31 13F CUMMINS COM 231021106 83,889 28,174 42,831 0.0391
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 55,715 3,276 6.25 23,533 33.21 0.0460
2025-08-14 2025-06-30 13F/A-1 CUMMINS COM 231021106 52,439 -1,629 -3.01 17,665 4.24 0.0387
2025-08-08 2025-06-30 13F CUMMINS COM 231021106 52,439 -1,629 17,665 0.0223
2025-05-14 2025-03-31 13F CUMMINS COM 231021106 54,068 -21,702 -28.64 16,947 -35.83 0.0418
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 75,770 18,528 32.37 26,409 42.50 0.0684
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 57,242 3,464 6.44 18,532 24.43 0.0499
2024-08-12 2024-06-30 13F CUMMINS COM 231021106 53,778 10,262 23.58 14,894 16.16 0.0423
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 43,516 1,754 4.20 12,822 28.16 0.0374
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 41,762 4,540 12.20 10,005 17.66 0.0334
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 37,222 3,653 10.88 8,504 3.33 0.0328
2023-08-14 2023-06-30 13F CUMMINS COM 231021106 33,569 15,560 86.40 8,230 205,625.00 0.0319
2023-05-16 2023-03-31 13F CUMMINS COM 231021106 18,009 9,652 115.50 4 -99.80 0.0185
2023-03-06 2022-12-31 13F CUMMINS COM 231021106 8,357 3,883 86.79 2,024 122.66 0.0102
2022-11-02 2022-09-30 13F CUMMINS COM 231021106 4,474 1,041 30.32 909 37.10 0.0047
2022-08-12 2022-06-30 13F CUMMINS COM 231021106 3,433 -5,409 -61.17 663 -63.41 0.0035
2022-05-13 2022-03-31 13F CUMMINS COM 231021106 8,842 -8,416 -48.77 1,812 -51.86 0.0087
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 17,258 613 3.68 3,764 0.72 0.0176
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 16,645 3,262 24.37 3,737 14.56 0.0196
2021-08-10 2021-06-30 13F CUMMINS COM 231021106 13,383 -2,371 -15.05 3,262 -20.07 0.0184
2021-05-11 2021-03-31 13F CUMMINS COM 231021106 15,754 2,110 15.46 4,081 31.77 0.0276
2021-02-12 2020-12-31 13F CUMMINS COM 231021106 13,644 11,200 458.27 3,097 500.19 0.0235
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 2,444 970 65.81 516 102.35 0.0048
2020-08-12 2020-06-30 13F CUMMINS COM 231021106 1,474 -379 -20.45 255 1.59 0.0027
2020-05-12 2020-03-31 13F CUMMINS COM 231021106 1,853 8 0.43 251 -23.94 0.0033
2020-02-07 2019-12-31 13F CUMMINS COM 231021106 1,845 44 2.44 330 12.63 0.0041
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 1,801 1,430 385.44 293 357.81 0.0040
2019-08-09 2019-06-30 13F CUMMINS COM 231021106 371 -437 -54.08 64 -50.00 0.0009
2019-05-10 2019-03-31 13F CUMMINS COM 231021106 808 808 128 0.0018
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.