Cummins Inc.
US ˙ NYSE ˙ US2310211063

SecurityCMI / Cummins Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership487,558 shares
Latest Disclosed Value $ 261,804,813
Neuberger Berman Group LLC reports 19.79% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 487,558 shares of Cummins Inc. (US:CMI) valued at $262,315,955 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 407,006 shares of Cummins Inc.. This represents a change in shares of 19.79% during the quarter. The current value of the position is $332,675,450 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)
2026-05-14 2026-03-31 13F CUMMINS Common 231021106 487,558 80,552 19.79 261,805 25.97 0.1992
2026-02-13 2025-12-31 13F CUMMINS Common 231021106 407,006 -66,836 -14.11 207,824 3.87 0.1547
2025-11-12 2025-09-30 13F CUMMINS Common 231021106 473,842 -126,234 -21.04 200,082 1.82 0.1462
2025-08-25 2025-06-30 13F/A-1 CUMMINS Common 231021106 600,076 98,901 19.73 196,495 24.90 0.1512
2025-08-13 2025-06-30 13F CUMMINS Common 231021106 600,076 98,901 196,495 0.0782
2025-05-13 2025-03-31 13F CUMMINS Common 231021106 501,175 -142,307 -22.12 157,325 -29.86 0.1318
2025-02-13 2024-12-31 13F CUMMINS Common 231021106 643,482 233,694 57.03 224,317 69.06 0.1781
2024-11-14 2024-09-30 13F CUMMINS Common 231021106 409,788 51,647 14.42 132,685 33.78 0.1035
2024-11-14 2024-06-30 13F/A-1 CUMMINS Common 231021106 358,141 77,047 27.41 99,180 19.75 0.0814
2024-08-13 2024-06-30 13F CUMMINS Common 231021106 358,141 77,047 99,180 0.0814
2024-11-14 2024-03-31 13F/A-1 CUMMINS Common 231021106 281,094 230,945 460.52 82,824 589.40 0.0685
2024-05-13 2024-03-31 13F CUMMINS Common 231021106 281,094 230,945 82,824 0.0684
2024-11-14 2023-12-31 13F/A-2 CUMMINS Common 231021106 50,149 -131 -0.26 12,014 4.60 0.0105
2024-02-09 2023-12-31 13F CUMMINS Common 231021106 50,149 -131 12,014 0.0105
2023-11-14 2023-09-30 13F CUMMINS Common 231021106 50,280 -2,539 -4.81 11,487 -11.00 0.0105
2023-08-11 2023-06-30 13F CUMMINS Common 231021106 52,819 -1,217,286 -95.84 12,906 -95.74 0.0115
2023-05-12 2023-03-31 13F CUMMINS Common 231021106 1,270,105 -395,687 -23.75 303,160 -24.88 0.2811
2023-02-13 2022-12-31 13F CUMMINS Common 231021106 1,665,792 443,851 36.32 403,578 62.28 0.3956
2022-11-15 2022-09-30 13F CUMMINS Common 231021106 1,221,941 501,499 69.61 248,698 78.37 0.2597
2022-08-15 2022-06-30 13F CUMMINS Common 231021106 720,442 666,527 1,236.26 139,432 1,160.23 0.1401
2022-05-23 2022-03-31 13F/A-1 CUMMINS Common 231021106 53,915 -1,055 -1.92 11,064 -4.12 0.0094
2022-05-13 2022-03-31 13F CUMMINS Common 231021106 53,915 -1,055 10,548 0.0092
2022-02-11 2021-12-31 13F CUMMINS Common 231021106 54,970 -2,340 -4.08 11,539 -2.91 0.0091
2021-11-12 2021-09-30 13F CUMMINS Common 231021106 57,310 -3,866 -6.32 11,885 -16.53 0.0104
2021-08-13 2021-06-30 13F CUMMINS Common 231021106 61,176 -237,792 -79.54 14,239 -81.59 0.0124
2021-05-13 2021-03-31 13F CUMMINS Common 231021106 298,968 94,324 46.09 77,335 66.57 0.0739
2021-02-10 2020-12-31 13F CUMMINS Common 231021106 204,644 41,518 25.45 46,427 34.92 0.0481
2020-11-12 2020-09-30 13F CUMMINS Common 231021106 163,126 101,310 163.89 34,412 221.73 0.0408
2020-08-13 2020-06-30 13F CUMMINS Common 231021106 61,816 -49,652 -44.54 10,696 -29.09 0.0133
2020-05-14 2020-03-31 13F CUMMINS Common 231021106 111,468 -135,268 -54.82 15,083 -65.84 0.0230
2020-02-12 2019-12-31 13F CUMMINS Common 231021106 246,736 159,590 183.13 44,156 211.48 0.0515
2019-11-13 2019-09-30 13F CUMMINS Common 231021106 87,146 9,698 12.52 14,176 6.83 0.0173
2019-08-13 2019-06-30 13F CUMMINS Common 231021106 77,448 56,412 268.17 13,270 299.58 0.0159
2019-05-13 2019-03-31 13F CUMMINS Common 231021106 21,036 -23,767 -53.05 3,321 -44.54 0.0041
2019-02-12 2018-12-31 13F CUMMINS Common 231021106 44,803 21,329 90.86 5,988 74.63 0.0083
2018-11-16 2018-09-30 13F/A-1 CUMMINS Common 231021106 23,474 -33,513 -58.81 3,429 -55.07 0.0039
2018-11-13 2018-09-30 13F CUMMINS Common 231021106 23,474 -33,513 3,429
2018-08-13 2018-06-30 13F CUMMINS Common 231021106 56,987 17,648 44.86 7,632 19.23 0.0084
2018-05-08 2018-03-31 13F CUMMINS Common 231021106 39,339 7,962 25.38 6,401 15.48 0.0073
2018-02-14 2017-12-31 13F CUMMINS Common 231021106 31,377 9,056 40.57 5,543 47.77 0.0064
2017-11-15 2017-09-30 13F CUMMINS COMMON STOCK 231021106 22,321 527 2.42 3,751 6.11 0.0047
2017-08-08 2017-06-30 13F CUMMINS COMMON STOCK 231021106 21,794 -547 -2.45 3,535 4.65 0.0045
2017-05-10 2017-03-31 13F CUMMINS COMMON STOCK 231021106 22,341 254 1.15 3,378 11.89 0.0044
2017-02-06 2016-12-31 13F CUMMINS COMMON STOCK 231021106 22,087 1,191 5.70 3,019 12.73 0.0041
2016-11-02 2016-09-30 13F CUMMINS COMMON STOCK 231021106 20,896 -89 -0.42 2,678 13.47 0.0036
2016-08-05 2016-06-30 13F CUMMINS COMMON STOCK 231021106 20,985 1,711 8.88 2,360 11.37 0.0033
2016-05-06 2016-03-31 13F CUMMINS COMMON STOCK 231021106 19,274 2,217 13.00 2,119 41.17 0.0029
2016-01-28 2015-12-31 13F CUMMINS COMMON STOCK 231021106 17,057 -229,547 -93.08 1,501 -94.39 0.0020
2015-11-10 2015-09-30 13F CUMMINS COMMON STOCK 231021106 246,604 195,392 381.54 26,776 298.51 0.0345
2015-07-31 2015-06-30 13F CUMMINS COMMON STOCK 231021106 51,212 -2,857 -5.28 6,719 -10.37 0.0075
2015-05-06 2015-03-31 13F CUMMINS COMMON STOCK 231021106 54,069 54,069 0.00 7,496 0.0080
2015-02-05 2014-12-31 13F CUMMINS COMMON STOCK 231021106 0 -351,419 -100.00 0 -100.00
2014-11-04 2014-09-30 13F CUMMINS COMMON STOCK 231021106 351,419 -16,118 -4.39 46,380 -18.21 0.0476
2014-08-05 2014-06-30 13F CUMMINS COMMON STOCK 231021106 367,537 -67,636 -15.54 56,707 -12.54 0.0554
2014-05-05 2014-03-31 13F CUMMINS COMMON STOCK 231021106 435,173 -180,288 -29.29 64,836 -25.27 0.0659
2014-02-11 2013-12-31 13F CUMMINS COMMON STOCK 231021106 615,461 -225,219 -26.79 86,762 -22.33 0.0892
2013-10-29 2013-09-30 13F/A-1 CUMMINS COMMON STOCK 231021106 840,680 297,582 54.79 111,701 89.63 0.1240
2013-10-29 2013-09-30 13F CUMMINS COMMON STOCK 231021106 1,337,047 160,499
2013-08-13 2013-06-30 13F CUMMINS COMMON STOCK 231021106 543,098 543,098 58,904 0.0700
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.