Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,615 holders are listed, largest first: 1,615
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $56.8B
holders whose share count rose or who opened the position (new + add), by shares: 732
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 135

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

Newest 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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

18 members of Congress disclosed CMI — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).