Cummins Inc.
US ˙ NYSE ˙ US2310211063

SecurityCMI / Cummins Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,397,602 shares
Latest Disclosed Value $ 751,671,047
Dimensional Fund Advisors Lp reports 9.71% decrease in ownership of CMI / Cummins Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,397,602 shares of Cummins Inc. (US:CMI) valued at $751,937,828 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,547,919 shares of Cummins Inc.. This represents a change in shares of -9.71% during the quarter. The current value of the position is $953,625,773 USD.

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)
2026-05-07 2026-03-31 13F CUMMINS COM 231021106 1,397,602 -150,317 -9.71 751,671 -4.87 0.0337
2026-02-12 2025-12-31 13F CUMMINS COM 231021106 1,547,919 10,572 0.69 790,158 21.70 0.1657
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 1,537,347 7,372 0.48 649,280 29.58 0.1393
2025-08-12 2025-06-30 13F CUMMINS COM 231021106 1,529,975 21,064 1.40 501,071 5.95 0.1160
2025-05-13 2025-03-31 13F CUMMINS COM 231021106 1,508,911 -76,891 -4.85 472,924 -14.45 0.1176
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 1,585,802 12,722 0.81 552,820 8.53 0.1328
2024-11-07 2024-09-30 13F CUMMINS COM 231021106 1,573,080 -123,458 -7.28 509,375 8.41 0.1236
2024-08-09 2024-06-30 13F CUMMINS COM 231021106 1,696,538 26,977 1.62 469,869 -4.49 0.1227
2024-05-10 2024-03-31 13F CUMMINS COM 231021106 1,669,561 -4,176 -0.25 491,936 22.68 0.1332
2024-02-07 2023-12-31 13F CUMMINS COM 231021106 1,673,737 96,387 6.11 400,990 11.26 0.1171
2023-11-09 2023-09-30 13F CUMMINS COM 231021106 1,577,350 16,453 1.05 360,403 -5.81 0.1182
2023-08-09 2023-06-30 13F CUMMINS COM 231021106 1,560,897 22,987 1.49 382,646 4.17 0.1220
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 1,537,910 -14,825 -0.95 367,331 97,594.15 0.1237
2023-02-09 2022-12-31 13F CUMMINS COM 231021106 1,552,735 38,867 2.57 376 -99.88 0.1111
2022-11-10 2022-09-30 13F CUMMINS COM 231021106 1,513,868 31,335 2.11 308,116 7.40 0.1183
2022-08-12 2022-06-30 13F CUMMINS COM 231021106 1,482,533 -31,798 -2.10 286,884 -7.66 0.1029
2022-05-13 2022-03-31 13F CUMMINS COM 231021106 1,514,331 21,872 1.47 310,671 -4.57 0.0957
2022-02-09 2021-12-31 13F CUMMINS COM 231021106 1,492,459 -20,247 -1.34 325,554 -4.19 0.0984
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 1,512,706 -5,558 -0.37 339,794 -8.19 0.1095
2021-08-12 2021-06-30 13F CUMMINS COM 231021106 1,518,264 95,075 6.68 370,099 0.34 0.1172
2021-05-14 2021-03-31 13F CUMMINS COM 231021106 1,423,189 25,477 1.82 368,832 16.21 0.1220
2021-03-08 2020-12-31 13F/A-2 CUMMINS COM 231021106 1,397,712 -3,691 -0.26 317,393 7.25 0.1146
2021-02-11 2020-12-31 13F CUMMINS COM 231021106 1,397,712 -3,691 317,393 114,625.4812
2020-11-12 2020-09-30 13F CUMMINS COM 231021106 1,401,403 -45,992 -3.18 295,934 18.01 0.1255
2020-08-13 2020-06-30 13F CUMMINS COM 231021106 1,447,395 -32,407 -2.19 250,769 25.25 0.1102
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 1,479,802 -64,532 -4.18 200,221 -27.56 0.1043
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 1,544,334 10,829 0.71 276,379 10.80 0.1007
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 1,533,505 -18,693 -1.20 249,438 -6.19 0.0969
2019-08-13 2019-06-30 13F CUMMINS COM 231021106 1,552,198 24,372 1.60 265,910 10.25 0.1032
2019-08-12 2019-03-31 13F/A-2 CUMMINS COM 231021106 1,527,826 238,160 18.47 241,178 39.94 0.0961
2019-05-10 2019-03-31 13F CUMMINS COM 231021106 1,527,826 238,160 241,178
2019-02-26 2018-12-31 13F/A-1 CUMMINS COM 231021106 1,289,666 350,979 37.39 172,338 25.68 0.0781
2019-02-13 2018-12-31 13F CUMMINS COM 231021106 1,289,666 350,979 172,338
2018-11-13 2018-09-30 13F CUMMINS COM 231021106 938,687 147,909 18.70 137,126 30.37 0.0522
2018-08-10 2018-06-30 13F CUMMINS COM 231021106 790,778 24,100 3.14 105,181 -15.36 0.0419
2018-05-11 2018-03-31 13F CUMMINS COM 231021106 766,678 16,407 2.19 124,271 -6.23 0.0518
2018-02-12 2017-12-31 13F CUMMINS COM 231021106 750,271 -31,991 -4.09 132,534 0.83 0.0549
2017-11-13 2017-09-30 13F CUMMINS COM 231021106 782,262 -222 -0.03 131,445 3.56 0.0574
2017-08-11 2017-06-30 13F CUMMINS COM 231021106 782,484 -106,225 -11.95 126,927 -5.54 0.0586
2017-05-12 2017-03-31 13F CUMMINS COM 231021106 888,709 -3,917 -0.44 134,375 10.15 0.0642
2017-02-09 2016-12-31 13F CUMMINS COM 231021106 892,626 -56,886 -5.99 121,995 0.27 0.0609
2016-11-10 2016-09-30 13F CUMMINS COM 231021106 949,512 21,680 2.34 121,665 16.63 0.0658
2016-08-09 2016-06-30 13F CUMMINS COM 231021106 927,832 52,570 6.01 104,316 8.41 0.0600
2016-05-13 2016-03-31 13F CUMMINS COM 231021106 875,262 244,165 38.69 96,224 73.23 0.0576
2016-02-10 2015-12-31 13F CUMMINS COM 231021106 631,097 225,505 55.60 55,547 26.12 0.0346
2015-11-13 2015-09-30 13F CUMMINS COM 231021106 405,592 49,154 13.79 44,042 -5.82 0.0289
2015-08-14 2015-06-30 13F CUMMINS COM 231021106 356,438 47,549 15.39 46,764 9.20 0.0286
2015-05-14 2015-03-31 13F CUMMINS COM 231021106 308,889 62,824 25.53 42,825 20.70 0.0270
2015-02-06 2014-12-31 13F CUMMINS COM 231021106 246,065 37,241 17.83 35,481 28.72 0.0233
2014-11-13 2014-09-30 13F CUMMINS COM 231021106 208,824 2,291 1.11 27,564 -13.50 0.0195
2014-08-08 2014-06-30 13F CUMMINS COM 231021106 206,533 3,098 1.52 31,866 5.17 0.0222
2014-05-14 2014-03-31 13F CUMMINS COM 231021106 203,435 6,397 3.25 30,300 9.09 0.0226
2014-02-12 2013-12-31 13F CUMMINS COM 231021106 197,038 5,509 2.88 27,774 9.14 0.0216
2013-11-13 2013-09-30 13F CUMMINS COM 231021106 191,529 427 0.22 25,447 22.77 0.0220
2013-08-15 2013-06-30 13F CUMMINS COM 231021106 191,102 191,102 20,728 0.0195
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.