Guru Ownership Trend
Guru Analysis for Cummins Inc. (CMI)
Cummins Inc. (CMI), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.21 B.
Top institutional holders include Ken Fisher and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $375.09 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 30.6%. Conversely, Jefferies Group reduced exposure by 67.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Cummins Inc. (CMI)
Major holders include Ken Fisher ($2.56 B), Cliff Asness ($884.76 M), First Eagle Investment ($382.9 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 5.77 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $375.09 M, with 3 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 4 fully exited CMI. The total reported sell value was $660.24 M.
Yes, 0 managers opened new positions in CMI, and 3 increased their existing holdings. The total reported buy value was $285.15 M.
