Follow-The-Filings

Security

CMI

Cummins Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

21 owners 2 new 1 exit max 2.5% (Christopher Bloomstran - ...)

grid → activity →
owners 21
rank #164
master % 0.11%
max % 2.5%
tracked value $13.9B
qoq N 2 A 10 R 4 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Christopher Bloomstran - Semper Augustus Investments Group LLC 2026 Q1 2.5% Reduce +0.21 pp 39,530 $21M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.6% Add +0.04 pp 3,497,060 $1.9B hist
First Eagle Investment Management, LLC 2026 Q1 0.6% — 767,231 $413M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add +0.04 pp 966,996 $511M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.07 pp 190,911 $103M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add +0.02 pp 17,746,775 $9.1B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.13 pp 414,016 $223M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.06 pp 182,698 $98M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 73,455 $40M hist
Kentucky Trust Co. 2026 Q2 stale 0.1% — 307 $219M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.09 pp 1,691,530 $863M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.04 pp 421,350 $227M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Add +0.04 pp 39,476 $21M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce +0.01 pp 106,452 $57M hist
Farallon Capital Management LLC 2026 Q1 0.0% New 0.0% 9,000 $5M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.05 pp 245,656 $132M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 25,220 $14M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 10,894 $6M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.21 pp 5,879 $3M hist
Mairs & Power Inc. 2026 Q1 0.0% — 528 $284 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 380 $204 hist
Robert Olstein - Olstein Capital Management, L.P. exited 2026 Q1 last 2025 Q4 0.5% Exit -0.49 pp 4,700 $2M hist

21 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit $8.25B $8.44B $8.52B
Gross margin — — —
Net income — — —
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $15.2B $14.75B $16.92B
Total non-current assets * $16.81B $16.79B $17.07B
Total assets $32B $31.54B $33.99B
Total current liabilities $12.9B $11.23B $9.61B
Total non-current liabilities * $9.2B $9B $10.97B
Total equity $8.85B $10.27B $12.35B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.97B $1.49B $3.62B
Cash from investing -$1.64B -$1.78B -$1.73B
Cash from financing -$2.18B -$173M -$772M
Net change in cash $78M -$508M $1.17B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders