Cummins Inc. 13F holders
Of the 44 funds followed here, 8 reported a position in Cummins Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 6.1 million shares worth $4.34 billion, 0.2% of its reported book. Sold out: Renaissance Technologies, Alyeska.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 6,085,944 | $4.34 billion | 0.2% | +657,632 | added | 30 June 2026 | 13F |
| Geode Capital Management | 3,229,444 | $2.29 billion | 0.1% | -516,944 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 1,779,281 | $1.27 billion | 0.1% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 339,683 | $242.3 million | 0.0% | -75,273 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 327,442 | $233.5 million | 0.1% | -128,308 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 55,669 | $39.7 million | 0.0% | -224,292 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 21,316 | $15.2 million | 0.1% | -18,160 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 5,700 | $4.1 million | 0.0% | -193,598 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -25,220 | exited | 30 June 2026 | 13F |
| Alyeska | 0 | $0 | 0.0% | -159,527 | exited | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 August 2026 | 13G | State Street Corporation and 1 other | 6.9 million | 5.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 7.5 million | 5.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 10.4 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 21 August 2026 | 36 | $593.24 | SEC |
| 14 August 2026 | 1,489 | $631.61 | SEC |
| 21 July 2026 | 3,973 | $639.43 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 3,973 on 21 July 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to CMI by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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