Cummins: which funds bought and sold

Institutions that bought and sold Cummins shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,021 institutions that filed 13F reports for both quarters added to or opened positions in Cummins, and 835 cut or closed them. Together they sold a net 80K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 909K shares (−4.3%); index fund managers were net sellers of 645K shares (−1.5%). 249 opened a new position and 110 sold out entirely.

Bought, Q2 2026 1,021 institutions, 249 of them new holders Sold, Q2 2026 835 institutions, 110 of them sold out

Net change, all compared −80K shares (−0.1%)

Net change, active managers −909K shares (−4.3%), 38 bought, 62 sold

Buyers versus sellers

institutions compared, 2,177

1,021 bought 321 835 sold

Active managers and hedge funds 38 bought · 62 sold · −909K

Index fund managers 8 bought · 4 sold · −645K

Other institutions 975 bought · 769 sold · +1.5M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+658K +12.1%	6.1M	$4.3B
Robeco Institutional Asset Management B.V.	+509K +111.5%	965K	$688M
Nuveen, LLC	+393K +55.2%	1.1M	$787M
Bank Of New York Mellon Corp	+386K +39.5%	1.4M	$973M
Wellington Management Group LLP Active manager	+351K +243.5%	495K	$353M
Ameriprise Financial Inc	+320K +83.6%	702K	$501M
First Eagle Investment Management, LLC Active manager	+307K +39.9%	1.1M	$766M
AQR Capital Management LLC Hedge fund	+296K +30.6%	1.3M	$885M
Jpmorgan Chase & Co	+264K +39.7%	929K	$642M
UBS Group AG	+225K +39.1%	802K	$572M
Bank Of America Corp	+217K +12.4%	2.0M	$1.4B
Mariner, LLC	+149K +61.0%	395K	$281M
Amundi	+147K +19.7%	894K	$637M
National Bank Of Canada	+141K +154.9%	233K	$166M
Zurich Insurance Group Ltd	+139K +2029.3%	146K	$104M
Goldman Sachs Group Inc	+136K +15.3%	1.0M	$729M
Bahl & Gaynor LLC	+131K +130.5%	231K	$165M
BNP Paribas Asset Management Holding S.A.	+116K +35.3%	445K	$317M
Wells Fargo & Company	+110K +17.8%	726K	$518M
State Street Corp Index funds	+101K +1.5%	6.9M	$4.9B

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+658K +12.1%	6.1M	$4.3B
Wellington Management Group LLP Active manager	+351K +243.5%	495K	$353M
First Eagle Investment Management, LLC Active manager	+307K +39.9%	1.1M	$766M
AQR Capital Management LLC Hedge fund	+296K +30.6%	1.3M	$885M
Fisher Asset Management, LLC Active manager	+98K +2.8%	3.6M	$2.6B
Voloridge Investment Management, LLC Hedge fund	+86K +79.5%	194K	$139M
Adage Capital Partners Gp, L.L.C. Hedge fund	+49K +39.8%	173K	$123M
Yaupon Capital Management LP Hedge fund	+49K New position	49K	$34.9M
Woodline Partners LP Hedge fund	+48K +280.3%	65K	$46.1M
Lazard Asset Management LLC Active manager	+32K +28.9%	142K	$101M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Geode Capital Management, LLC Index funds	−517K −13.8%	3.2M	$2.3B
Marshfield Associates	−449K Sold out	0	—
Hotchkis & Wiley Capital Management LLC Active manager	−382K −61.0%	244K	$174M
Blackrock, Inc. Index funds	−332K −2.8%	11.5M	$8.2B
Qube Research & Technologies Ltd Hedge fund	−294K −98.4%	4,754	$3.4M
Stifel Financial Corp	−247K −29.4%	594K	$423M
Two Sigma Investments, LP Hedge fund	−226K −81.4%	52K	$36.9M
Jane Street Group, LLC	−197K −43.6%	255K	$182M
Point72 Asset Management, L.P. Hedge fund	−183K Sold out	0	—
SG Americas Securities, LLC	−180K −24.4%	557K	$397M
Tudor Investment Corp Et Al Hedge fund	−165K Sold out	0	—
Price T Rowe Associates Inc Active manager	−162K −41.0%	232K	$166M
Beutel, Goodman & Co Ltd.	−162K −49.9%	162K	$116M
Alyeska Investment Group, L.P. Hedge fund	−160K Sold out	0	—
Hightower Advisors, LLC	−159K −45.1%	194K	$138M
Dimensional Fund Advisors LP	−157K −11.3%	1.2M	$884M
Cincinnati Insurance Co	−153K −26.4%	428K	$305M
American Century Companies Inc Active manager	−152K −28.9%	374K	$267M
Millennium Management LLC Hedge fund	−144K −34.2%	277K	$198M
Boston Partners Active manager	−144K −13.5%	921K	$655M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Hotchkis & Wiley Capital Management LLC Active manager	−382K −61.0%	244K	$174M
Qube Research & Technologies Ltd Hedge fund	−294K −98.4%	4,754	$3.4M
Two Sigma Investments, LP Hedge fund	−226K −81.4%	52K	$36.9M
Point72 Asset Management, L.P. Hedge fund	−183K Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−165K Sold out	0	—
Price T Rowe Associates Inc Active manager	−162K −41.0%	232K	$166M
Alyeska Investment Group, L.P. Hedge fund	−160K Sold out	0	—
American Century Companies Inc Active manager	−152K −28.9%	374K	$267M
Millennium Management LLC Hedge fund	−144K −34.2%	277K	$198M
Boston Partners Active manager	−144K −13.5%	921K	$655M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Ferguson Wellman Capital Management, Inc	100K	$71M
Janney Montgomery Scott LLC	60K	$42.9M
Goldentree Asset Management LP	57K	$40.6M
Yaupon Capital Management LPHedge fund	49K	$34.9M
Kr Capital LP	29K	$20.4M
Jain Global LLCHedge fund	23K	$16.3M
LGT Group Foundation	22K	$15.7M
Australiansuper Pty Ltd	22K	$15.3M
Scopus Asset Management, L.P.Hedge fund	21K	$15.1M
Logan Capital Management Inc	15K	$10.7M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Marshfield Associates	449K	$241M
Point72 Asset Management, L.P.Hedge fund	183K	$98.3M
Tudor Investment Corp Et AlHedge fund	165K	$88.9M
Alyeska Investment Group, L.P.Hedge fund	160K	$85.8M
Evergreen Quality Fund Gp, Ltd.	95K	$50.9M
Ontario Teachers Pension Plan Board	84K	$45.2M
Albar Capital Partners LLP	76K	$41.1M
Merewether Investment Management, LP	74K	$39.6M
Ceredex Value Advisors LLC	70K	$37.6M
Freestone Grove Partners LPHedge fund	65K	$34.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 2,096
Ten largest holders: 46.2%
Index fund managers: 35.5%
Active managers and hedge funds: 17.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	38	62	12	18	−909K	−4.3%
Index fund managers	8	4	0	0	−645K	−1.5%
Other institutions	975	769	237	92	+1.5M	+2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Cummins.

Only managers that filed a holdings report for both quarters are compared (2,177 here). 62 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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