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 Q1 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.37 B.
Top institutional holders include Ken Fisher and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $135.64 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jeremy Grantham reduced exposure by 80.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Cummins Inc. (CMI)
Major holders include Ken Fisher ($1.88 B), Cliff Asness ($511.06 M), First Eagle Investment ($412.79 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 6.38 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $135.64 M, with 9 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited CMI. The total reported sell value was $179.34 M.
Yes, 3 managers opened new positions in CMI, and 6 increased their existing holdings. The total reported buy value was $314.99 M.
