Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionBoston Partners
Latest Disclosed Ownership1,064,945 shares
Latest Disclosed Value $ 573,604,233
Boston Partners reports 3.23% decrease in ownership of CMI / Cummins Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 1,064,945 shares of Cummins Inc. (MX:CMI) valued at $573,604,233 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,100,539 shares of Cummins Inc.. This represents a change in shares of -3.23% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F CUMMINS COM 231021106 1,064,945 -35,594 -3.23 573,604 1.60 0.6008
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 1,100,539 -18,861 -1.68 564,566 19.24 0.5845
2025-11-13 2025-09-30 13F CUMMINS COM 231021106 1,119,400 1,119,400 473,471 0.4861
2021-11-05 2021-09-30 13F CUMMINS COM 231021106 0 -660,492 -100.00 0 -100.00
2021-08-12 2021-06-30 13F CUMMINS COM 231021106 660,492 12,720 1.96 161,027 -4.07 0.2054
2021-05-10 2021-03-31 13F CUMMINS COM 231021106 647,772 -700,950 -51.97 167,851 -45.20 0.2251
2021-02-10 2020-12-31 13F/A-1 CUMMINS COM 231021106 1,348,722 -409,080 -23.27 306,294 -17.48 0.4764
2021-02-04 2020-12-31 13F CUMMINS COM 231021106 1,348,722 -409,080 306,294 183,758.1943
2020-11-13 2020-09-30 13F/A-1 CUMMINS COM 231021106 1,757,802 -213,027 -10.81 371,178 8.70 0.6759
2020-11-09 2020-09-30 13F CUMMINS COM 231021106 1,970,829 0 341,469 250,678.9225
2020-08-12 2020-06-30 13F CUMMINS COM 231021106 1,970,829 -83,122 -4.05 341,469 22.89 0.6272
2020-05-13 2020-03-31 13F CUMMINS COM 231021106 2,053,951 2,053,936 13,692,906.67 277,861 9,261,933.33 0.5518
2020-02-06 2019-12-31 13F/A-1 CUMMINS COM 231021106 15 0 0.00 3 50.00 0.0000
2020-02-05 2019-12-31 13F CUMMINS COM 231021106 15 0 3 1.6867
2019-11-20 2019-09-30 13F/A-1 CUMMINS COM 231021106 15 -211,935 -99.99 2 -99.99 0.0000
2019-11-08 2019-09-30 13F CUMMINS COM 231021106 210,443 -1,507 36,056 0.0477
2019-08-26 2019-06-30 13F/A-1 CUMMINS COM 231021106 211,950 -567,018 -72.79 36,314 -70.47 0.0476
2019-08-09 2019-06-30 13F CUMMINS COM 231021106 211,950 -567,018 36,314
2019-05-13 2019-03-31 13F/A-1 CUMMINS COM 231021106 778,968 -2,875,170 -78.68 122,975 -74.82 0.1629
2019-05-03 2019-03-31 13F CUMMINS COM 231021106 778,968 -2,875,170 122,975
2019-02-07 2018-12-31 13F CUMMINS COM 231021106 3,654,138 -1,737,404 -32.22 488,339 -37.99 0.7017
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 5,391,542 472,553 9.61 787,542 20.38 0.9151
2018-08-03 2018-06-30 13F CUMMINS COM 231021106 4,918,989 1,534,792 45.35 654,225 19.27 0.7841
2018-05-04 2018-03-31 13F CUMMINS COM 231021106 3,384,197 87,372 2.65 548,545 -5.81 0.6614
2018-02-14 2017-12-31 13F/A-1 CUMMINS COM 231021106 3,296,825 819,719 33.09 582,351 39.91 0.6860
2018-02-01 2017-12-31 13F CUMMINS COM 231021106 3,296,825 819,719 582,351
2017-11-02 2017-09-30 13F CUMMINS COM 231021106 2,477,106 2,474,010 79,909.88 416,229 123,777.68 0.5143
2013-08-01 2013-06-30 13F CUMMINS COM 231021106 3,096 3,096 336 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.