Jefferies Group's CMI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 26,350 shares of Cummins Inc. (CMI) worth $11.13 M, representing 0.05% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in CMI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 26,793 shares. Largest reduction occurred in Q2 2024, reducing 25,938 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Cummins (CMI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cummins (CMI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +9,140 | New Buy | 9,140 | $242.29 |
| Q1 2023 | -9,140 | Sold Out | 9,140 | $242.29 |
| Q2 2023 | +7,000 | New Buy | 7,000 | $245.16 |
| Q3 2023 | -5,383 | Reduce 76.90% | 1,617 | $228.46 |
| Q4 2023 | +26,793 | Add 1656.96% | 28,410 | $239.57 |
| Q1 2024 | -28,410 | Sold Out | 28,410 | $239.57 |
| Q2 2024 | +2,472 | New Buy | 2,472 | $276.93 |
| Q3 2024 | -2,472 | Sold Out | 2,472 | $276.93 |
| Q4 2024 | +22 | New Buy | 22 | $348.59 |
| Q1 2025 | +12,109 | Add 55040.91% | 12,131 | $313.44 |
| Q2 2025 | -12,131 | Sold Out | 12,131 | $313.44 |
| Q3 2025 | +26,350 | New Buy | 26,350 | $422.37 |
Jefferies Group's Cummins Investment FAQs
Jefferies Group first purchased Cummins Inc. (CMI) in Q4 2022, acquiring 9,140 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Cummins Inc. (CMI) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to Cummins Inc. (CMI) was in Q4 2023, adding 28,410 shares worth $6.81 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 26,350 shares of Cummins Inc. (CMI), valued at approximately $11.13 M.
As of the Q3 2025 filing, Cummins Inc. (CMI) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Cummins Inc. (CMI) was 28,410 shares, as reported at the end of Q4 2023.