How many institutional investors hold CMI?

5 tracked institutional investors disclosed a position in CMI (CUMMINS INC) in their most recent 13F filing.

Who is the largest institutional holder of CMI?

Izzy Englander, Millennium Management, holds the largest disclosed position in CMI, valued at $245M.

Where does this CMI ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

CMI — CUMMINS INC

Name: CUMMINS INC (CMI) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CMI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net accumulation · 3 buying vs 0 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Congressional Activity

0 congressional purchases, 1 sale disclosed in the last 6 months

Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their CMI position last quarter, 3 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence

+3 tracked investors added or increased positions last quarter (Paul Tudor Jones, Steve Cohen, Ray Dalio)
+5 tracked investors reported holding CMI at their latest filing

Contradicting evidence — always shown

−Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About CUMMINS INC (CMI)

CUMMINS INC (CMI) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $245M. Across recent filings, tracked investors recorded 5 new positions, 3 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CMI

100

/100

Strong Institutional Accumulation

Added / Increased8

Reduced0

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track CMI

/100

Emerging Interest

5investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

CMI Ownership Composition

How CUMMINS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

84% of tracked value

Institutions

tracked investors

Total Reported

$689M

combined 13F value

Other84.4%
Hedge Funds15.6%

Other(4)

84.4%

Hedge Funds(1)

15.6%

Tracked investors reporting CMI

Investor	Firm	Shares	Market value	% of portfolio	As of
Izzy Englander	Millennium Management	455.8K	$245.2M	0.10%	Mar 31, 2026
Ken Griffin	Citadel Advisors	415K	$223.3M	0.04%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	199.3K	$107.2M	0.14%	Mar 31, 2026
Paul Tudor Jones	Tudor Investment Corp	171.2K	$92.1M	0.17%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	39.5K	$21.2M	0.09%	Mar 31, 2026

Izzy EnglanderMar 31, 2026
Millennium Management
Shares
455.8K
Value
$245.2M
% Portfolio
0.10%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
415K
Value
$223.3M
% Portfolio
0.04%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
199.3K
Value
$107.2M
% Portfolio
0.14%
Paul Tudor JonesMar 31, 2026
Tudor Investment Corp
Shares
171.2K
Value
$92.1M
% Portfolio
0.17%
Ray DalioMar 31, 2026
Bridgewater Associates
Shares
39.5K
Value
$21.2M
% Portfolio
0.09%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Paul Tudor Jones	New	—	$4.4M	Feb 17, 2026
Paul Tudor Jones	New	—	$92.1M	May 15, 2026
Steve Cohen	New	—	$80.6M	Feb 17, 2026
Steve Cohen	New	—	$107.2M	May 15, 2026
Ray Dalio	Increased	28.24%	$21.2M	May 15, 2026
Ken Griffin	Increased	101.71%	$556.8K	Feb 17, 2026
Ray Dalio	Increased	560.15%	$15.7K	Feb 13, 2026
Ray Dalio	New	—	$2K	Nov 13, 2025

Paul Tudor Jones
New
$4.4MFeb 17, 2026
Paul Tudor Jones
New
$92.1MMay 15, 2026
Steve Cohen
New
$80.6MFeb 17, 2026
Steve Cohen
New
$107.2MMay 15, 2026
Ray Dalio
Increased
$21.2M(28.24%)May 15, 2026
Ken Griffin
Increased
$556.8K(101.71%)Feb 17, 2026
Ray Dalio
Increased
$15.7K(560.15%)Feb 13, 2026
Ray Dalio
New
$2KNov 13, 2025

Frequently asked questions

How many institutional investors hold CMI?: 5 tracked institutional investors disclosed a position in CMI (CUMMINS INC) in their most recent 13F filing.
Who is the largest institutional holder of CMI?: Izzy Englander, Millennium Management, holds the largest disclosed position in CMI, valued at $245M.
Did institutional ownership of CMI increase or decrease?: Across recent 13F filings, tracked investors recorded 5 new positions, 3 increased, 0 reduced, and 0 fully exited CMI.
Where does this CMI ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.