Who holds CMIticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CUMMINS INC · COM · quarter ended 2026-03-31 · 18 members disclosed CMI ↗

1,615

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$56.8B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

732

addsholders whose share count rose or who opened the position (new + add), by shares

135

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CMI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.4B	11,835,524	+33,188	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.8B	8,975,971	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.0B	7,498,010	—	no prior
4	STATE STREET CORP	$3.7B	6,807,690	+297,838	add
5	FMR LLC	$2.9B	5,428,312	−220,933	trim
6	GEODE CAPITAL MANAGEMENT, LLC	$2.0B	3,746,388	+161,922	add
7	Fisher Asset Management, LLC	$1.9B	3,497,060	+86,337	add
8	MORGAN STANLEY	$1.6B	3,066,481	−167,755	trim
9	BANK OF AMERICA CORP /DE/	$945M	1,757,248	+121,102	add
10	NORTHERN TRUST CORP	$927M	1,722,109	+20,499	add
11	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$851M	1,581,160	+149,383	add
12	RAYMOND JAMES FINANCIAL INC	$802M	1,495,891	−59,650	trim
13	DIMENSIONAL FUND ADVISORS LP	$752M	1,397,602	−150,317	trim
14	ROYAL BANK OF CANADA	$584M	1,086,048	−465,316	trim
15	Boston Partners	$574M	1,064,945	−35,594	trim
16	Legal & General Group Plc	$541M	1,004,748	−24,931	trim
17	Bank of New York Mellon Corp	$526M	978,409	−98,608	trim
18	AQR CAPITAL MANAGEMENT LLC	$511M	966,996	+224,642	add
19	Invesco Ltd.	$501M	931,380	+173,856	add
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$492M	914,834	+15,705	add
21	STIFEL FINANCIAL CORP	$452M	840,971	−81,902	trim
22	VANGUARD FIDUCIARY TRUST CO	$418M	777,801	—	no prior
23	First Eagle Investment Management, LLC	$413M	767,231	+12,293	add
24	Amundi	$402M	746,679	+66,545	add
25	VOYA INVESTMENT MANAGEMENT LLC	$399M	741,935	+276,114	add
26	Nuveen, LLC	$383M	711,528	+17,978	add
27	Allianz Asset Management GmbH	$377M	699,958	+36,667	add
28	HSBC HOLDINGS PLC	$355M	660,144	−741,308	trim
29	PRINCIPAL FINANCIAL GROUP INC	$343M	637,233	−61,545	trim
30	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$337M	626,070	−267,198	trim
31	WELLS FARGO & COMPANY/MN	$332M	616,699	+29,205	add
32	UBS Group AG	$310M	576,430	−64,789	trim
33	ENVESTNET ASSET MANAGEMENT INC	$309M	573,520	−56,152	trim
34	DEUTSCHE BANK AG\	$298M	553,551	+132,423	add
35	AMERICAN CENTURY COMPANIES INC	$283M	526,569	−220,923	trim
36	LONDON CO OF VIRGINIA	$274M	508,834	−33,822	trim
37	Robeco Institutional Asset Management B.V.	$245M	456,120	+148,704	add
38	JANE STREET GROUP, LLC	$243M	451,355	+246,780	add
39	MARSHFIELD ASSOCIATES	$241M	448,781	−314,867	trim
40	Hamlin Capital Management, LLC	$227M	421,582	−53,283	trim
41	MILLENNIUM MANAGEMENT LLC	$227M	421,350	+161,734	add
42	D. E. Shaw & Co., Inc.	$223M	414,016	+386,769	add
43	Swiss National Bank	$218M	405,078	+27,520	add
44	AMERIPRISE FINANCIAL INC	$206M	382,379	−686,669	trim
45	NORDEA INVESTMENT MANAGEMENT AB	$204M	389,474	−157,066	trim
46	CANADA PENSION PLAN INVESTMENT BOARD	$199M	370,587	+194,314	add
47	TD ASSET MANAGEMENT INC	$196M	364,552	+289,644	add
48	HighTower Advisors, LLC	$190M	353,256	−48,168	trim
49	LPL Financial LLC	$189M	351,138	−26,701	trim
50	BARCLAYS PLC	$187M	347,658	−182,715	trim
51	Sumitomo Mitsui Trust Group, Inc.	$186M	346,319	−15,267	trim
52	BNP Paribas Asset Management Holding S.A.	$176M	328,445	−17,356	trim
53	Mitsubishi UFJ Asset Management Co., Ltd.	$175M	324,578	+21,343	add
54	BANK OF MONTREAL /CAN/	$171M	316,935	−22,019	trim
55	WORLDQUANT MILLENNIUM ADVISORS LLC	$164M	305,133	+154,540	add
56	Vanguard Global Advisers, LLC	$163M	303,808	—	no prior
57	Corient Private Wealth LLC	$161M	299,620	−513,195	trim
58	Qube Research & Technologies Ltd	$161M	298,701	+110,109	add
59	Man Group plc	$155M	288,801	+152,907	add
60	ALLIANCEBERNSTEIN L.P.	$155M	304,069	+128,249	add
61	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$154M	286,769	+44,861	add
62	PARNASSUS INVESTMENTS, LLC	$153M	283,672	+3,668	add
63	TWO SIGMA INVESTMENTS, LP	$150M	277,961	+267,067	add
64	RHUMBLINE ADVISERS	$149M	276,897	−6,233	trim
65	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$149M	276,484	+6,698	add
66	D.A. DAVIDSON & CO.	$146M	271,554	−31,151	trim
67	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$143M	265,818	+265,818	new
68	EARNEST PARTNERS LLC	$140M	260,530	−19,865	trim
69	VANGUARD ASSET MANAGEMENT, Ltd	$140M	260,031	—	no prior
70	CITADEL ADVISORS LLC	$132M	245,656	−658,888	trim
71	Mariner, LLC	$132M	245,167	+23,359	add
72	Ensign Peak Advisors, Inc	$129M	238,868	+75,963	add
73	Quantinno Capital Management LP	$127M	235,788	+42,043	add
74	Aberdeen Group plc	$104M	193,979	+2,258	add
75	Squarepoint Ops LLC	$99.7M	185,306	+181,627	add
76	Clark Capital Management Group, Inc.	$99.5M	184,896	−12,723	trim
77	SCHRODER INVESTMENT MANAGEMENT GROUP	$98.3M	192,164	+43,921	add
78	Point72 Asset Management, L.P.	$98.3M	182,698	+58,829	add
79	PFA Pension, Forsikringsaktieselskab	$96.6M	179,493	+179,493	new
80	FRANKLIN RESOURCES INC	$96.4M	179,130	+13,733	add
81	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$92.8M	172,482	−38,319	trim
82	TUDOR INVESTMENT CORP ET AL	$88.9M	165,221	+165,221	new
83	Alyeska Investment Group, L.P.	$85.8M	159,527	+150,765	add
84	DANSKE BANK A/S	$83.4M	154,983	+874	add
85	ZACKS INVESTMENT MANAGEMENT	$81.3M	151,047	−1,265	trim
86	Focus Partners Wealth	$80.8M	149,935	+4,041	add
87	AVIVA PLC	$80.1M	148,830	+3,350	add
88	Cerity Partners LLC	$80.0M	148,751	+19,000	add
89	Swedbank AB	$79.1M	147,013	−2,759	trim
90	WELLINGTON MANAGEMENT GROUP LLP	$77.5M	144,137	−10,660	trim
91	VICTORY CAPITAL MANAGEMENT INC	$77.5M	143,963	−26,302	trim
92	CITIGROUP INC	$76.9M	142,929	+18,638	add
93	FIRST TRUST ADVISORS LP	$76.0M	141,331	−401,465	trim
94	Zurcher Kantonalbank (Zurich Cantonalbank)	$71.9M	133,658	+133,658	new
95	MACKENZIE FINANCIAL CORP	$70.6M	131,225	+71,159	add
96	STOREBRAND ASSET MANAGEMENT AS	$69.7M	129,459	—	no prior
97	SEI INVESTMENTS CO	$69.4M	129,022	+15,698	add
98	FIFTH THIRD BANCORP	$68.6M	127,418	+36,765	add
99	KEYBANK NATIONAL ASSOCIATION/OH	$67.5M	125,455	−1,780	trim
100	ADAGE CAPITAL PARTNERS GP, L.L.C.	$66.6M	123,766	−85,900	trim
101	TODD ASSET MANAGEMENT LLC	$65.7M	122,088	−683	trim
102	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$65.4M	121,636	−1,555	trim
103	Universal- Beteiligungs- und Servicegesellschaft mbH	$65.3M	121,703	−323	trim
104	Korea Investment CORP	$61.6M	114,505	−43,925	trim
105	Capital Investment Advisors, LLC	$61.2M	113,663	−10,056	trim
106	Pictet Asset Management Holding SA	$60.3M	112,055	+11,958	add
107	KLP KAPITALFORVALTNING AS	$59.5M	110,661	−840	trim
108	LAZARD ASSET MANAGEMENT LLC	$59.2M	110,075	+90,357	add
109	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$58.3M	108,301	+108,301	new
110	ING GROEP NV	$58.1M	107,919	+89,080	add
111	Susquehanna Portfolio Strategies, LLC	$55.3M	102,815	0	no change
112	BAHL & GAYNOR INC	$53.9M	100,098	+100,098	new
113	HANCOCK WHITNEY CORP	$53.8M	90,452	−2,256	trim
114	Cornerstone Investment Partners, LLC	$51.8M	96,257	−5,000	trim
115	NewEdge Advisors, LLC	$51.7M	96,147	+96,147	new
116	Cardinal Capital Management, Inc.	$51.7M	96,047	+176	add
117	Evergreen Quality Fund GP, Ltd.	$50.9M	94,600	0	no change
118	Energy Income Partners, LLC	$50.7M	94,309	−71,521	trim
119	NEW YORK STATE COMMON RETIREMENT FUND	$49.3M	91,542	+800	add
120	NATIONAL BANK OF CANADA /FI/	$49.1M	91,335	−16,258	trim
121	Rockefeller Capital Management L.P.	$48.7M	90,496	+6,882	add
122	PANAGORA ASSET MANAGEMENT INC	$47.0M	87,272	+56,170	add
123	Cetera Investment Advisers	$46.4M	86,328	+919	add
124	CREDIT AGRICOLE S A	$46.4M	86,177	+51,776	add
125	NOMURA ASSET MANAGEMENT CO LTD	$46.2M	85,848	−27,800	trim
126	Creative Planning	$45.6M	84,737	+8,846	add
127	ONTARIO TEACHERS PENSION PLAN BOARD	$45.2M	84,004	−230,070	trim
128	MERCER GLOBAL ADVISORS INC /ADV	$43.6M	81,092	+10,857	add
129	Employees Provident Fund Board	$43.3M	80,523	+2,723	add
130	STATE OF WISCONSIN INVESTMENT BOARD	$43.2M	80,303	+3,792	add
131	Mitsubishi UFJ Trust & Banking Corp	$42.4M	78,863	+5,811	add
132	GATEWAY INVESTMENT ADVISERS LLC	$41.9M	77,830	+451	add
133	Albar Capital Partners LLP	$41.1M	76,330	+76,330	new
134	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$40.1M	74,590	+21,322	add
135	Merewether Investment Management, LP	$39.6M	73,528	−32,532	trim
136	Gotham Asset Management, LLC	$39.5M	73,455	+7,814	add
137	ROYAL LONDON ASSET MANAGEMENT LTD	$38.7M	71,888	0	no change
138	Federation des caisses Desjardins du Quebec	$37.7M	70,085	−232	trim
139	Ceredex Value Advisors LLC	$37.6M	69,928	+69,928	new
140	GUGGENHEIM CAPITAL LLC	$37.5M	69,730	−3,117	trim
141	OSAIC HOLDINGS, INC.	$37.2M	69,085	+38,297	add
142	TEACHER RETIREMENT SYSTEM OF TEXAS	$37.2M	69,082	−11,683	trim
143	Chevy Chase Trust Holdings, LLC	$36.8M	68,346	−1,921	trim
144	US BANCORP \DE\	$36.4M	67,639	−4,005	trim
145	APG Asset Management N.V.	$35.5M	76,025	+107	add
146	IEQ CAPITAL, LLC	$35.5M	65,912	+10,710	add
147	CONNING INC.	$35.4M	65,802	−206	trim
148	Freestone Grove Partners LP	$34.7M	64,581	−19,943	trim
149	Vanguard Investments Australia, Ltd.	$34.6M	64,324	—	no prior
150	DnB Asset Management AS	$34.5M	64,182	+24,096	add
151	Kestra Advisory Services, LLC	$33.0M	61,308	+1,884	add
152	NATIXIS	$32.8M	60,961	+15,846	add
153	Eurizon Capital SGR S.p.A.	$32.7M	61,121	+637	add
154	HM PAYSON & CO	$32.3M	59,962	−297	trim
155	CIBC Bancorp USA Inc.	$31.8M	59,067	—	no prior
156	NISA INVESTMENT ADVISORS, LLC	$31.6M	58,651	−4,105	trim
157	Asset Management One Co., Ltd.	$30.9M	57,496	−229	trim
158	GREAT LAKES ADVISORS, LLC	$30.8M	57,301	−41,190	trim
159	BAILARD, INC.	$30.7M	57,055	−380	trim
160	QRG CAPITAL MANAGEMENT, INC.	$30.7M	57,016	+6,664	add
161	COMMONWEALTH EQUITY SERVICES, LLC	$29.9M	55,648	−7,328	trim
162	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$29.8M	55,445	+23,950	add
163	Vontobel Holding Ltd.	$28.8M	53,457	+14,417	add
164	TRUIST FINANCIAL CORP	$28.4M	52,780	−11,225	trim
165	WINDWARD CAPITAL MANAGEMENT CO /CA	$28.3M	52,509	−119	trim
166	Livforsakringsbolaget Skandia, Omsesidigt	$27.7M	51,440	+4,600	add
167	Wharton Business Group, LLC	$27.5M	51,186	−840	trim
168	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$27.4M	50,869	−3,462	trim
169	BLAIR WILLIAM & CO/IL	$27.2M	50,535	+455	add
170	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$27.0M	50,103	+7,424	add
171	BROWN ADVISORY INC	$26.4M	49,016	−169	trim
172	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$25.7M	48,526	−3,539	trim
173	ASSOCIATED BANC-CORP	$25.7M	47,792	−363	trim
174	State of New Jersey Common Pension Fund D	$25.6M	47,590	0	no change
175	Trexquant Investment LP	$25.3M	46,998	+46,998	new
176	Swiss Life Asset Management Ltd	$24.9M	46,191	+3,737	add
177	Sanctuary Advisors, LLC	$24.4M	45,423	−324	trim
178	ABN AMRO Bank N.V.	$24.1M	46,470	−46,352	trim
179	Epoch Investment Partners, Inc.	$23.9M	44,416	−112,630	trim
180	Resona Asset Management Co.,Ltd.	$23.8M	44,698	+326	add
181	Lansforsakringar Fondforvaltning AB (publ)	$23.8M	44,254	−12,272	trim
182	Advisors Asset Management, Inc.	$23.8M	44,229	−100	trim
183	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$23.6M	43,913	+43,913	new
184	TORONTO DOMINION BANK	$23.2M	43,082	−43,299	trim
185	WELCH & FORBES LLC	$23.0M	42,811	−1,559	trim
186	Tredje AP-fonden	$22.9M	42,525	+42,525	new
187	SEB Asset Management AB	$22.1M	41,057	—	no prior
188	Covalis Capital LLP	$22.1M	41,008	−8,794	trim
189	TD Waterhouse Canada Inc.	$21.3M	38,800	+34,724	add
190	Richard C. Young & CO., LTD.	$21.3M	39,586	+735	add
191	SEMPER AUGUSTUS INVESTMENTS GROUP LLC	$21.3M	39,530	−244	trim
192	Bridgewater Associates, LP	$21.2M	39,476	+8,693	add
193	Illinois Municipal Retirement Fund	$21.0M	39,076	−5,329	trim
194	DDD Partners, LLC	$20.7M	38,505	−7,622	trim
195	DAVENPORT & Co LLC	$20.5M	38,092	−612	trim
196	WEYBOSSET RESEARCH & MANAGEMENT LLC	$20.4M	37,935	−1,380	trim
197	Arizona State Retirement System	$20.4M	37,845	−1,026	trim
198	Mirae Asset Global Investments Co., Ltd.	$20.3M	37,746	+1,939	add
199	Czech National Bank	$20.2M	37,629	+1,231	add
200	Baird Financial Group, Inc.	$20.1M	37,401	+37,401	new
201	M&T BANK CORP	$20.1M	37,318	−862	trim
202	MML INVESTORS SERVICES, LLC	$19.7M	36,665	−5,951	trim
203	Empowered Funds, LLC	$19.5M	36,327	+36,327	new
204	Applied Finance Capital Management, LLC	$19.5M	36,191	−9,553	trim
205	CIBC Asset Management Inc	$19.4M	36,139	+681	add
206	STATE OF MICHIGAN RETIREMENT SYSTEM	$19.4M	36,131	0	no change
207	Varma Mutual Pension Insurance Co	$19.4M	36,130	0	no change
208	Janus Henderson Group Ltd.	$19.3M	35,910	−46,123	trim
209	CWM, LLC	$19.2M	35,722	+5,344	add
210	Hudson Bay Capital Management LP	$19.2M	35,715	−12,015	trim
211	NOESIS CAPITAL MANGEMENT CORP	$19.2M	35,700	+95	add
212	Titan Investment Solutions Ltd	$18.8M	34,981	+22,983	add
213	Verity & Verity, LLC	$18.8M	34,936	−795	trim
214	Steward Partners Investment Advisory, LLC	$18.6M	34,617	+599	add
215	Dakota Wealth Management	$18.5M	34,462	+15,373	add
216	Wallington Asset Management, LLC	$18.5M	34,352	−927	trim
217	CULBERTSON A N & CO INC	$18.4M	34,260	−481	trim
218	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$18.4M	34,118	−40	trim
219	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$18.0M	33,487	−264,296	trim
220	BENJAMIN EDWARDS INC	$18.0M	33,370	−996	trim
221	INVESTMENT HOUSE LLC	$18.0M	33,386	−561	trim
222	Vanguard Personalized Indexing Management, LLC	$17.9M	33,311	+392	add
223	PINNACLE ASSOCIATES LTD	$17.8M	33,122	−99	trim
224	MetLife Investment Management, LLC	$17.4M	32,277	−807	trim
225	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$17.3M	32,185	+77	add
226	Allworth Financial LP	$17.1M	31,785	−901	trim
227	NISSAY ASSET MANAGEMENT CORP /JAPAN	$16.9M	31,374	+4,929	add
228	Summit Financial Wealth Advisors, LLC	$16.8M	31,251	−115	trim
229	NOVARE CAPITAL MANAGEMENT LLC	$16.8M	31,153	−2,914	trim
230	CITIZENS FINANCIAL GROUP INC/RI	$16.6M	30,938	+837	add
231	LMCG INVESTMENTS, LLC	$16.5M	30,579	−3,015	trim
232	FORA Capital, LLC	$16.4M	30,563	+28,160	add
233	Y-Intercept (Hong Kong) Ltd	$15.9M	29,568	+29,568	new
234	Cornerstone Wealth Group, LLC	$15.8M	24,741	−9,928	trim
235	Retirement Systems of Alabama	$15.8M	29,341	−24	trim
236	XPONANCE LLC	$15.7M	29,194	+3,640	add
237	BANK OF NOVA SCOTIA	$15.6M	28,925	+949	add
238	MUFG Securities EMEA plc	$15.4M	28,659	0	no change
239	Adams Asset Advisors, LLC	$15.3M	28,377	−882	trim
240	Linscomb Wealth, Inc.	$15.0M	27,956	−10,071	trim
241	ASR Vermogensbeheer N.V.	$15.0M	27,867	+502	add
242	Daiwa Securities Group Inc.	$14.9M	27,777	+3,886	add
243	Two Point Capital Management, Inc.	$14.9M	27,630	−10,717	trim
244	Foster Victor Wealth Advisors, LLC	$14.7M	23,916	−6,987	trim
245	Azimuth Capital Investment Management LLC	$14.6M	27,173	+1,454	add
246	CIBC WORLD MARKET INC.	$14.6M	27,113	+12,208	add
247	Union Bancaire Privee, UBP SA	$14.5M	16,864	−3,735	trim
248	IFM Investors Pty Ltd	$14.5M	26,898	+781	add
249	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$14.1M	26,119	+1,169	add
250	GLENMEDE TRUST CO NA	$13.6M	25,288	−3,291	trim
251	RENAISSANCE TECHNOLOGIES LLC	$13.6M	25,220	+25,220	new
252	Eldred Rock Partners, LLC	$13.5M	25,155	−9,416	trim
253	Zimmer Partners, LP	$13.5M	25,000	+25,000	new
254	B. Metzler seel. Sohn & Co. AG	$13.4M	24,960	−1,046	trim
255	Pinnacle Financial Partners, Inc.	$13.4M	24,914	+478	add
256	ExodusPoint Capital Management, LP	$13.2M	24,493	+24,493	new
257	Pathstone Holdings, LLC	$12.7M	23,600	−2,391	trim
258	Meiji Yasuda Asset Management Co Ltd.	$12.7M	23,577	+9,226	add
259	FRANKLIN STREET ADVISORS INC /NC	$12.5M	23,326	−9,284	trim
260	Merit Financial Group, LLC	$12.4M	23,109	+2,950	add
261	Temasek Holdings (Private) Ltd	$12.4M	23,019	+23,019	new
262	Orion Investment Co	$12.3M	22,940	+155	add
263	ASSETMARK, INC	$12.3M	22,921	−1,340	trim
264	Smith Salley Wealth Management	$12.1M	22,489	+721	add
265	Utah Retirement Systems	$12.0M	22,371	−372	trim
266	Andra AP-fonden	$12.0M	22,320	+10,400	add
267	PUBLIC SECTOR PENSION INVESTMENT BOARD	$12.0M	22,261	+4,277	add
268	GENDELL JEFFREY L	$12.0M	22,240	0	no change
269	WEDGE CAPITAL MANAGEMENT L L P/NC	$11.5M	21,458	−1,079	trim
270	BLI - Banque de Luxembourg Investments	$11.5M	22,749	+22,749	new
271	Cardinal Capital Management	$11.3M	21,037	+21,037	new
272	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$11.2M	20,865	+13,466	add
273	Tidal Investments LLC	$11.2M	20,832	+4,542	add
274	Engineers Gate Manager LP	$11.1M	20,712	+13,729	add
275	ProShare Advisors LLC	$11.1M	20,682	−4,936	trim
276	LEVEL FOUR ADVISORY SERVICES, LLC	$11.1M	20,657	−1,244	trim
277	COMMERCE BANK	$11.1M	20,652	+3,624	add
278	Carnegie Investment Counsel	$11.1M	20,605	−400	trim
279	Atwater Malick LLC	$11.1M	20,601	−3,424	trim
280	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$11.1M	20,600	+20,600	new
281	CIM, LLC	$10.9M	20,317	+15,271	add
282	Nordwand Advisors, LLC	$10.8M	20,012	−605	trim
283	Columbus Macro, LLC	$10.7M	19,965	+747	add
284	EVERGREEN CAPITAL MANAGEMENT LLC	$10.7M	19,910	−4,222	trim
285	Verition Fund Management LLC	$10.7M	19,830	−33,967	trim
286	NEOS Investment Management LLC	$10.6M	19,718	+3,769	add
287	DIVERSIFY WEALTH MANAGEMENT, LLC	$10.5M	16,421	+4,982	add
288	Rakuten Investment Management, Inc.	$10.5M	20,498	+2,350	add
289	McGuire Investment Group, LLC	$10.4M	19,380	+192	add
290	SFE Investment Counsel	$10.4M	19,353	−3,311	trim
291	MGO ONE SEVEN LLC	$10.4M	19,287	+4,466	add
292	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$10.3M	19,205	+266	add
293	GHP Investment Advisors, Inc.	$10.3M	19,178	+34	add
294	PEAK6 LLC	$10.3M	19,124	+7,020	add
295	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$10.2M	19,060	−461	trim
296	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$10.2M	19,024	−5,424	trim
297	ANDERSON HOAGLAND & CO	$10.2M	18,974	−4,552	trim
298	MACQUARIE GROUP LTD	$10.1M	18,696	−4,371	trim
299	Lynch Asset Management, Inc.	$10.0M	18,550	0	no change
300	Boston Common Asset Management, LLC	$10.0M	18,498	−2,154	trim
301	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$9.9M	18,443	0	no change
302	Private Advisor Group, LLC	$9.9M	18,430	−73	trim
303	Ascent Wealth Partners, LLC	$9.9M	18,379	+111	add
304	Quantbot Technologies LP	$9.9M	18,339	+14,005	add
305	RBA Wealth Management, LLC	$9.9M	18,337	−670	trim
306	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.8M	18,255	+299	add
307	XTX Topco Ltd	$9.8M	18,156	+8,868	add
308	ADVOCATE GROUP LLC	$9.8M	18,148	−1,198	trim
309	Orion Porfolio Solutions, LLC	$9.6M	17,874	−1,876	trim
310	Sterling Capital Management LLC	$9.6M	17,844	−3,257	trim
311	Hamilton Point Investment Advisors, LLC	$9.6M	17,801	−201	trim
312	Havemeyer Place LP	$9.6M	17,771	+15,470	add
313	FEDERATED HERMES, INC.	$9.5M	17,718	−47	trim
314	ADELL HARRIMAN & CARPENTER INC	$9.3M	17,347	+277	add
315	Verdence Capital Advisors LLC	$9.3M	17,236	−1,416	trim
316	Woodline Partners LP	$9.2M	17,008	−42,185	trim
317	Wealthfront Advisers LLC	$9.1M	16,957	+4,245	add
318	AXXCESS WEALTH MANAGEMENT, LLC	$8.9M	16,634	−859	trim
319	OLD SECOND NATIONAL BANK OF AURORA	$8.9M	16,621	−358	trim
320	PATTON ALBERTSON MILLER GROUP, LLC	$8.9M	16,567	−721	trim
321	L & S Advisors Inc	$8.8M	16,344	+184	add
322	JACOBS LEVY EQUITY MANAGEMENT, INC	$8.7M	16,194	−20,231	trim
323	Apollon Wealth Management, LLC	$8.7M	16,183	+2,294	add
324	Principle Wealth Partners LLC	$8.6M	16,033	−330	trim
325	YHB Investment Advisors, Inc.	$8.6M	15,988	−425	trim
326	YOUSIF CAPITAL MANAGEMENT, LLC	$8.6M	15,930	−728	trim
327	&PARTNERS	$8.5M	15,879	+330	add
328	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.5M	15,823	−33	trim
329	Fifth Third Wealth Advisors LLC	$8.4M	15,596	+6,807	add
330	Banco Santander, S.A.	$8.4M	15,538	+3,756	add
331	PARSONS CAPITAL MANAGEMENT INC/RI	$8.3M	15,447	−175	trim
332	Lido Advisors, LLC	$8.3M	15,443	−1,624	trim
333	WESTFIELD CAPITAL MANAGEMENT CO LP	$8.3M	15,415	+141	add
334	OLD NATIONAL BANCORP /IN/	$8.2M	15,272	−1,224	trim
335	EAGLE ROCK INVESTMENT COMPANY, LLC	$8.1M	15,140	+508	add
336	Elo Mutual Pension Insurance Co	$8.1M	15,137	+2,641	add
337	MANNING & NAPIER ADVISORS LLC	$8.1M	15,055	−2,588	trim
338	Vestmark Advisory Solutions, Inc.	$8.1M	15,032	+5,965	add
339	Ethic Inc.	$8.1M	14,995	+705	add
340	Parcion Private Wealth LLC	$8.1M	14,992	−574	trim
341	NovaPoint Capital, LLC	$7.9M	14,717	+494	add
342	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.9M	14,699	−126	trim
343	Concurrent Investment Advisors, LLC	$7.8M	14,580	+133	add
344	Voleon Capital Management LP	$7.7M	14,351	+14,351	new
345	NOMURA HOLDINGS INC	$7.6M	14,199	+12,146	add
346	NewSquare Capital LLC	$7.6M	14,157	−12,856	trim
347	SevenBridge Financial Group, LLC	$7.5M	11,811	+46	add
348	Atria Investments, Inc	$7.5M	13,982	−2,499	trim
349	OP Asset Management Ltd	$7.5M	13,973	—	no prior
350	ALPINE WOODS CAPITAL INVESTORS, LLC	$7.5M	13,959	−859	trim
351	Candriam S.C.A.	$7.5M	13,883	+413	add
352	Dupree Financial Group, LLC	$7.5M	13,880	−63	trim
353	Beacon Pointe Advisors, LLC	$7.4M	13,720	+1,927	add
354	Westhampton Capital, LLC	$7.3M	13,607	+10	add
355	CHOREO, LLC	$7.3M	13,600	−423	trim
356	KING LUTHER CAPITAL MANAGEMENT CORP	$7.3M	13,522	−4,010	trim
357	Stonebridge Financial Group, LLC	$7.2M	13,374	−140	trim
358	Aptus Capital Advisors, LLC	$7.1M	13,218	−132	trim
359	U.S. Capital Wealth Advisors, LLC	$7.1M	13,202	+2,296	add
360	TWINBEECH CAPITAL LP	$7.0M	13,100	+9,638	add
361	CWA Asset Management Group, LLC	$7.0M	12,984	−429	trim
362	INTECH INVESTMENT MANAGEMENT LLC	$6.9M	12,753	+6,815	add
363	Grantham, Mayo, Van Otterloo & Co. LLC	$6.9M	12,747	−53,411	trim
364	Prospera Financial Services Inc	$6.9M	12,732	+8,467	add
365	Ironwood Investment Counsel, LLC	$6.9M	12,738	−5,969	trim
366	SGL Investment Advisors, Inc.	$6.7M	9,603	−1,794	trim
367	Asset One Wealth Management LLC	$6.7M	10,550	+2,469	add
368	Assenagon Asset Management S.A.	$6.6M	12,333	−203	trim
369	Midwest Professional Planners, LTD.	$6.6M	12,257	−270	trim
370	Advisory Resource Group	$6.6M	12,254	−547	trim
371	Financiere des Professionnels - Fonds d'investissement inc.	$6.6M	12,240	+12,240	new
372	World Investment Advisors	$6.5M	12,173	−239	trim
373	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$6.5M	12,161	−1,656	trim
374	REGIONS FINANCIAL CORP	$6.5M	12,115	−544	trim
375	Generali Asset Management SPA SGR	$6.5M	12,080	−688	trim
376	Laird Norton Wetherby Trust Company, LLC	$6.5M	12,032	−677	trim
377	Aquatic Capital Management LLC	$6.4M	11,968	−8,228	trim
378	MIRABELLA FINANCIAL SERVICES LLP	$6.4M	11,964	+2,126	add
379	Banque Cantonale Vaudoise	$6.4M	11,954	+5,169	add
380	Northwest Bancshares, Inc.	$6.3M	11,800	−722	trim
381	DONALDSON CAPITAL MANAGEMENT, LLC	$6.3M	11,766	−82	trim
382	Lifeworks Advisors, LLC	$6.3M	11,759	−122	trim
383	UniSuper Management Pty Ltd	$6.2M	11,562	−133	trim
384	Occidental Asset Management, LLC	$6.2M	11,512	−3,522	trim
385	SAPIENT CAPITAL LLC	$6.2M	11,474	−2,038	trim
386	S&T BANK/PA	$6.0M	11,135	−3,034	trim
387	Larson Financial Group LLC	$5.9M	10,985	+646	add
388	Jacobi Capital Management LLC	$5.9M	10,897	−145	trim
389	Vident Advisory, LLC	$5.9M	10,891	+633	add
390	OMERS ADMINISTRATION Corp	$5.7M	10,599	+2,084	add
391	DMKC Advisory Services, LLC	$5.7M	10,591	−200	trim
392	Midwest Trust Co	$5.6M	10,489	+9,187	add
393	BROWN, LISLE/CUMMINGS, INC.	$5.6M	10,317	+43	add
394	Diversified Trust Co	$5.5M	10,314	+2,182	add
395	Rodgers Brothers Inc.	$5.4M	10,122	−71	trim
396	HARRELL INVESTMENT PARTNERS, LLC	$5.4M	10,092	+1,437	add
397	HIGHLAND CAPITAL MANAGEMENT, LLC	$5.4M	10,044	−7,650	trim
398	Qsemble Capital Management, LP	$5.4M	10,041	+8,009	add
399	MAI Capital Management	$5.4M	10,024	+1,311	add
400	KP Management LLC	$5.4M	10,000	0	no change
401	Investment Management Corp of Ontario	$5.3M	9,894	−1,126	trim
402	AZZAD ASSET MANAGEMENT INC /ADV	$5.3M	9,777	−2,201	trim
403	HB Wealth Management, LLC	$5.3M	9,760	+619	add
404	Greenfield Seitz Capital Management, LLC	$5.2M	9,733	−119	trim
405	Summit Trail Advisors, LLC	$5.2M	9,642	+2,142	add
406	Churchill Financial Advisors, LLC	$5.2M	9,640	+4,800	add
407	IMC-Chicago, LLC	$5.2M	9,626	+9,626	new
408	Aull & Monroe Investment Management Corp	$5.2M	9,605	−32	trim
409	Avidian Wealth Enterprises, LLC	$5.2M	9,591	+8,744	add
410	Madison Asset Management, LLC	$5.2M	9,586	−4,195	trim
411	Kepler Cheuvreux (Suisse) SA	$5.2M	9,578	−5,838	trim
412	Machina Capital S.A.S.	$5.1M	9,418	+2,857	add
413	Forvis Mazars Wealth Advisors, LLC	$5.0M	9,255	−331	trim
414	Quadrature Capital Ltd	$5.0M	9,242	−21,567	trim
415	ROMANO BROTHERS AND COMPANY	$4.9M	9,068	+6	add
416	WD RUTHERFORD LLC	$4.9M	9,061	−732	trim
417	Aventail Capital Group, LP	$4.8M	9,013	+930	add
418	FARALLON CAPITAL MANAGEMENT, L.L.C.	$4.8M	9,000	—	no prior
419	Rafferty Asset Management, LLC	$4.8M	8,999	−3,297	trim
420	Financial Solutions Advisory Group, Inc.	$4.8M	8,965	—	no prior
421	Cannon Advisors, Inc.	$4.8M	8,931	+33	add
422	ELEVATION POINT WEALTH PARTNERS, LLC	$4.7M	8,820	+7,625	add
423	SCOTIA CAPITAL INC.	$4.7M	8,816	+497	add
424	Independent Advisor Alliance	$4.7M	8,757	+356	add
425	Penobscot Investment Management Company, Inc.	$4.7M	8,725	−210	trim
426	NewEdge Wealth, LLC	$4.7M	8,719	−2,036	trim
427	Allspring Global Investments Holdings, LLC	$4.6M	8,415	+64	add
428	Norinchukin Bank, The	$4.6M	8,567	+35	add
429	Stone Summit Wealth LLC	$4.6M	8,479	−832	trim
430	Traynor Capital Management, Inc.	$4.5M	8,881	+358	add
431	Sierra Legacy Group	$4.5M	8,430	−270	trim
432	MIZUHO SECURITIES USA LLC	$4.5M	8,353	−1,698	trim
433	Vise Technologies, Inc.	$4.5M	8,795	0	no change
434	Mubadala Investment Co PJSC	$4.4M	8,227	−1,203	trim
435	Fairvoy Private Wealth, LLC	$4.4M	8,188	−3,273	trim
436	FLPUTNAM INVESTMENT MANAGEMENT CO	$4.4M	8,166	−536	trim
437	CUMBERLAND ADVISORS INC	$4.4M	8,125	0	no change
438	CENTRAL TRUST Co	$4.3M	8,075	−76	trim
439	Kintegral Advisory, LLC	$4.3M	8,072	−358	trim
440	Strengthening Families & Communities, LLC	$4.3M	8,066	+8,066	new
441	Kendall Capital Management	$4.3M	7,927	−25	trim
442	Geneos Wealth Management Inc.	$4.3M	7,910	−25	trim
443	PEDDOCK CAPITAL ADVISORS, LLC	$4.2M	7,874	−94	trim
444	HARTFORD INVESTMENT MANAGEMENT CO	$4.2M	7,868	−93	trim
445	GREAT VALLEY ADVISOR GROUP, INC.	$4.2M	7,858	+4,643	add
446	Caprock Group, LLC	$4.2M	7,725	−1,273	trim
447	FORTEM FINANCIAL GROUP, LLC	$4.1M	7,664	+630	add
448	Bridgewater Advisors Inc.	$4.1M	5,766	−284	trim
449	Murphy Pohlad Asset Management LLC	$4.0M	7,486	+95	add
450	BOOTHBAY FUND MANAGEMENT, LLC	$4.0M	7,420	−3,028	trim
451	Waverly Advisors, LLC	$4.0M	7,369	+340	add
452	FULTON BANK, N.A.	$3.9M	7,315	−681	trim
453	Bank Julius Baer & Co. Ltd, Zurich	$3.9M	7,554	−2,566	trim
454	Trilogy Capital Inc.	$3.9M	7,290	−58	trim
455	Karani Asset Management LLC	$3.9M	7,269	−522	trim
456	Comprehensive Financial Consultants Institutional, Inc.	$3.9M	7,259	−52	trim
457	PATTON FUND MANAGEMENT, INC.	$3.9M	7,242	+6,791	add
458	DAYMARK WEALTH PARTNERS, LLC	$3.9M	7,242	+67	add
459	Loudon Investment Management, LLC	$3.9M	7,176	0	no change
460	ALPS ADVISORS INC	$3.8M	7,137	−668	trim
461	Polymer Capital Management (US) LLC	$3.8M	7,128	+1,085	add
462	OPPENHEIMER & CO INC	$3.8M	7,119	+195	add
463	MEEDER ASSET MANAGEMENT INC	$3.8M	7,042	−9,232	trim
464	Enhancing Capital LLC	$3.8M	7,039	+1	add
465	MCF Advisors LLC	$3.8M	7,037	—	no prior
466	River Street Advisors LLC	$3.8M	7,010	+81	add
467	Savant Capital, LLC	$3.8M	6,987	+879	add
468	Maryland State Retirement & Pension System	$3.7M	6,954	+135	add
469	RITHOLTZ WEALTH MANAGEMENT	$3.7M	6,896	+1,145	add
470	Zurich Insurance Group Ltd/FI	$3.7M	6,859	0	no change
471	FULLER & THALER ASSET MANAGEMENT, INC.	$3.7M	6,858	−6,870	trim
472	SHELTON CAPITAL MANAGEMENT	$3.7M	6,846	+6,100	add
473	Pathway Financial Advisers, LLC	$3.6M	6,775	−442	trim
474	Bedel Financial Consulting, Inc.	$3.6M	6,763	−349	trim
475	Crossmark Global Holdings, Inc.	$3.6M	6,762	—	no prior
476	Huntleigh Advisors, Inc.	$3.6M	6,729	+716	add
477	Cresset Asset Management, LLC	$3.6M	6,713	−479	trim
478	PFG Advisors	$3.6M	6,696	+584	add
479	Perigon Wealth Management, LLC	$3.6M	6,663	+346	add
480	Dai-ichi Life Insurance Company, Ltd	$3.5M	6,567	−157	trim
481	Harfst & Associates, Inc.	$3.5M	6,565	−680	trim
482	HUNTINGTON NATIONAL BANK	$3.5M	6,561	+6,561	new
483	Leeward Financial Partners, LLC	$3.5M	6,540	+6,540	new
484	FULCRUM WEALTH ADVISORS, LLC	$3.5M	6,530	−2,219	trim
485	Sequoia Financial Advisors, LLC	$3.5M	6,487	+89	add
486	Caldwell Trust Co	$3.5M	6,474	−77	trim
487	Mengis Capital Management, Inc.	$3.5M	6,463	0	no change
488	Wealthcare Advisory Partners LLC	$3.5M	6,461	−124	trim
489	FOUNDATIONS INVESTMENT ADVISORS, LLC	$3.5M	6,415	−1,862	trim
490	Essex Financial Services, Inc.	$3.4M	6,399	−1	trim
491	Sepio Capital, LP	$3.4M	6,382	+249	add
492	OCCUDO QUANTITATIVE STRATEGIES LP	$3.4M	5,115	+4,120	add
493	Metis Global Partners, LLC	$3.4M	6,354	−1,011	trim
494	CI INVESTMENTS INC.	$3.4M	6,353	−60	trim
495	XML Financial, LLC	$3.4M	6,353	−265	trim
496	Regents Gate Capital LLP	$3.4M	6,352	+6,352	new
497	ABN AMRO INVESTMENT SOLUTIONS	$3.4M	6,336	+756	add
498	Clearstead Advisors, LLC	$3.4M	6,272	−238	trim
499	DELTA FINANCIAL ADVISORS LLC	$3.4M	6,233	−48	trim
500	Focus Partners Advisor Solutions, LLC	$3.3M	6,188	+620	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CMI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Bridgewater Associates $150M held
Trimming: 1 Caxton Associates $239K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CUMMINS INC

Merged timeline of congressional filings and notable-manager moves on CMI
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	new	+165,221 sh
2026-05-15	Gotham Asset Management 13F	add	+7,814 sh
2026-05-15	Bridgewater Associates 13F	add	+8,693 sh
2026-05-14	Caxton Associates 13F	trim	−307 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

18 members of Congress disclosed CMI — the congressional view ↗