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 Q3 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.76 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 Jeremy Grantham who increased their stake by 508.3%. Conversely, HOTCHKIS & WILEY reduced exposure by 61.0%.
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 ($1.95 B), Cliff Asness ($884.76 M), First Eagle Investment ($250.34 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 6.07 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.
