Cummins Inc.
US ˙ NYSE ˙ US2310211063

SecurityCMI / Cummins Inc.
InstitutionEarnest Partners Llc
Latest Disclosed Ownership260,530 shares
Latest Disclosed Value $ 140,170,351
Earnest Partners Llc reports 7.08% decrease in ownership of CMI / Cummins Inc.

On May 15, 2026 - Earnest Partners Llc filed a 13F-HR form disclosing ownership of 260,530 shares of Cummins Inc. (US:CMI) valued at $140,170,351 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 280,395 shares of Cummins Inc.. This represents a change in shares of -7.08% during the quarter. The current value of the position is $169,662,347 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)
2026-05-15 2026-03-31 13F CUMMINS COM 231021106 260,530 -19,865 -7.08 140,170 -2.07 0.5779
2026-02-12 2025-12-31 13F CUMMINS COM 231021106 280,395 -7,019 -2.44 143,128 17.90 0.6133
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 287,414 -8,008 -2.71 121,395 25.47 0.5266
2025-08-15 2025-06-30 13F CUMMINS COM 231021106 295,422 -357 -0.12 96,751 4.36 0.4361
2025-05-14 2025-03-31 13F CUMMINS COM 231021106 295,779 -7,857 -2.59 92,709 -12.41 0.4439
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 303,636 -14,484 -4.55 105,848 2.76 0.4731
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 318,120 13,847 4.55 103,004 22.24 0.4485
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 304,273 -2,148 -0.70 84,262 -6.67 0.3939
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 306,421 22,164 7.80 90,287 32.58 0.4134
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 284,257 925 0.33 68,099 5.20 0.3400
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 283,332 4,635 1.66 64,730 -5.26 0.3733
2023-08-07 2023-06-30 13F CUMMINS COM 231021106 278,697 3,707 1.35 68,325 4.01 0.3819
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 274,990 -402 -0.15 65,690 -1.55 0.3799
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 275,392 4,285 1.58 66,725 20.94 0.4090
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 271,107 5,758 2.17 55,173 7.44 0.3706
2022-08-12 2022-06-30 13F CUMMINS COM 231021106 265,349 34,139 14.77 51,353 8.29 0.3421
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 231,210 -2,560 -1.10 47,423 -7.00 0.2809
2022-02-07 2021-12-31 13F CUMMINS COM 231021106 233,770 -6,551 -2.73 50,995 -5.51 0.2941
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 240,321 -13,516 -5.32 53,966 -12.80 0.3298
2021-08-16 2021-06-30 13F CUMMINS COM 231021106 253,837 -3,086 -1.20 61,888 -7.03 0.3636
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 256,923 -9,173 -3.45 66,571 10.16 0.3977
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 266,096 -39,237 -12.85 60,430 -6.27 0.4175
2020-11-16 2020-09-30 13F CUMMINS COM 231021106 305,333 -98,703 -24.43 64,474 -7.90 0.5562
2020-08-13 2020-06-30 13F CUMMINS COM 231021106 404,036 -4,938 -1.21 70,003 26.49 0.6614
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 408,974 -3,275 -0.79 55,342 -24.99 0.6236
2020-02-07 2019-12-31 13F CUMMINS COM 231021106 412,249 34,911 9.25 73,776 20.19 0.5798
2019-11-14 2019-09-30 13F CUMMINS COM 231021106 377,338 9,684 2.63 61,382 -2.56 0.5546
2019-08-13 2019-06-30 13F CUMMINS COM 231021106 367,654 6,397 1.77 62,994 10.45 0.5692
2019-05-15 2019-03-31 13F CUMMINS COM 231021106 361,257 4,219 1.18 57,032 19.53 0.5448
2019-02-14 2018-12-31 13F CUMMINS COM 231021106 357,038 -1,084 -0.30 47,715 -8.79 0.5196
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 358,122 -10,226 -2.78 52,311 6.78 0.4686
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 368,348 -11,203 -2.95 48,990 -20.37 0.4582
2018-05-15 2018-03-31 13F CUMMINS COM 231021106 379,551 1,669 0.44 61,521 -7.83 0.5819
2018-02-14 2017-12-31 13F CUMMINS COM 231021106 377,882 -15,386 -3.91 66,749 1.01 0.6391
2017-11-14 2017-09-30 13F CUMMINS COM 231021106 393,268 -3,780 -0.95 66,081 2.60 0.6583
2017-08-14 2017-06-30 13F CUMMINS COM 231021106 397,048 -8,045 -1.99 64,409 5.16 0.6765
2017-05-15 2017-03-31 13F CUMMINS COM 231021106 405,093 -33,422 -7.62 61,250 2.20 0.6534
2017-02-14 2016-12-31 13F CUMMINS COM 231021106 438,515 -72,560 -14.20 59,932 -8.49 0.6544
2016-11-14 2016-09-30 13F CUMMINS COM 231021106 511,075 -9,554 -1.84 65,494 11.88 0.6869
2016-08-15 2016-06-30 13F CUMMINS COM 231021106 520,629 -20,355 -3.76 58,540 -1.57 0.6352
2016-05-16 2016-03-31 13F CUMMINS COM 231021106 540,984 -4,701 -0.86 59,476 23.84 0.6232
2016-02-16 2015-12-31 13F CUMMINS COM 231021106 545,685 -126,780 -18.85 48,026 -34.23 0.4898
2015-11-16 2015-09-30 13F CUMMINS COM 231021106 672,465 -38,277 -5.39 73,016 -21.69 0.7173
2015-08-14 2015-06-30 13F CUMMINS COM 231021106 710,742 -32,670 -4.39 93,242 -9.53 0.8144
2015-05-15 2015-03-31 13F CUMMINS COM 231021106 743,412 -39,817 -5.08 103,067 -8.72 0.8870
2015-02-17 2014-12-31 13F CUMMINS COM 231021106 783,229 -42,915 -5.19 112,918 3.56 0.9267
2014-11-14 2014-09-30 13F Cummins COM 231021106 826,144 -55,647 -6.31 109,034 -19.86 0.9116
2014-08-14 2014-06-30 13F CUMMINS COM 231021106 881,791 -24,024 -2.65 136,052 0.81 1.0832
2014-05-15 2014-03-31 13F Cummins COM 231021106 905,815 9,608 1.07 134,957 6.82 1.0825
2014-02-14 2013-12-31 13F Cummins COM 231021106 896,207 896,207 126,338 1.0132
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.