Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionBurney Co/
Latest Disclosed Ownership4,447 shares
Latest Disclosed Value $ 2,392,839
Burney Co/ reports 34.08% decrease in ownership of CMI / Cummins Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 4,447 shares of Cummins Inc. (MX:CMI) valued at $2,392,839 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,746 shares of Cummins Inc.. This represents a change in shares of -34.08% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F CUMMINS COM 231021106 4,447 -2,299 -34.08 2,393 -30.53 0.0748
2026-01-23 2025-12-31 13F CUMMINS COM 231021106 6,746 3 0.04 3,443 20.93 0.1074
2025-10-16 2025-09-30 13F CUMMINS COM 231021106 6,743 -385 -5.40 2,848 21.98 0.0906
2025-08-05 2025-06-30 13F CUMMINS COM 231021106 7,128 -233 -3.17 2,334 1.17 0.0790
2025-05-06 2025-03-31 13F CUMMINS COM 231021106 7,361 -209 -2.76 2,307 -12.58 0.0839
2025-01-14 2024-12-31 13F CUMMINS COM 231021106 7,570 -1,410 -15.70 2,639 -9.22 0.0933
2024-10-18 2024-09-30 13F CUMMINS COM 231021106 8,980 1,472 19.61 2,908 39.83 0.1034
2024-07-29 2024-06-30 13F CUMMINS COM 231021106 7,508 -296 -3.79 2,079 -9.57 0.0794
2024-05-22 2024-03-31 13F CUMMINS COM 231021106 7,804 -4,089 -34.38 2,299 -19.31 0.0876
2024-02-12 2023-12-31 13F CUMMINS COM 231021106 11,893 -357 -2.91 2,849 1.82 0.1199
2023-11-08 2023-09-30 13F CUMMINS COM 231021106 12,250 -254 -2.03 2,799 -8.71 0.1311
2023-08-09 2023-06-30 13F CUMMINS COM 231021106 12,504 -249 -1.95 3,066 0.62 0.1405
2023-05-10 2023-03-31 13F CUMMINS COM 231021106 12,753 -300 -2.30 3,047 -3.67 0.1501
2023-02-06 2022-12-31 13F CUMMINS COM 231021106 13,053 -741 -5.37 3,163 12.65 0.1602
2022-11-15 2022-09-30 13F CUMMINS COM 231021106 13,794 76 0.55 2,807 5.73 0.1549
2022-08-12 2022-06-30 13F CUMMINS COM 231021106 13,718 -5,959 -30.28 2,655 -34.22 0.1397
2022-05-09 2022-03-31 13F CUMMINS COM 231021106 19,677 7,457 61.02 4,036 51.39 0.1656
2022-02-11 2021-12-31 13F CUMMINS COM 231021106 12,220 18 0.15 2,666 -2.70 0.1151
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 12,202 587 5.05 2,740 -3.25 0.1286
2021-08-06 2021-06-30 13F CUMMINS COM 231021106 11,615 990 9.32 2,832 2.87 0.1317
2021-05-13 2021-03-31 13F CUMMINS COM 231021106 10,625 -288 -2.64 2,753 11.10 0.1358
2021-02-11 2020-12-31 13F CUMMINS COM 231021106 10,913 -131 -1.19 2,478 6.26 0.1360
2020-12-14 2020-09-30 13F CUMMINS COM 231021106 11,044 -1,585 -12.55 2,332 6.58 0.1445
2020-08-13 2020-06-30 13F CUMMINS COM 231021106 12,629 -101 -0.79 2,188 26.99 0.1419
2020-05-13 2020-03-31 13F CUMMINS COM 231021106 12,730 -1,721 -11.91 1,723 -33.37 0.1324
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 14,451 1,386 10.61 2,586 21.69 0.1425
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 13,065 -2,152 -14.14 2,125 -18.49 0.1273
2019-08-12 2019-06-30 13F CUMMINS COM 231021106 15,217 -1,491 -8.92 2,607 -1.18 0.1581
2019-05-13 2019-03-31 13F CUMMINS COM 231021106 16,708 -1,000 -5.65 2,638 11.45 0.1635
2019-02-12 2018-12-31 13F CUMMINS COM 231021106 17,708 -772 -4.18 2,367 -12.30 0.1666
2018-11-13 2018-09-30 13F CUMMINS COM 231021106 18,480 -5,509 -22.96 2,699 -15.42 0.1607
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 23,989 -420 -1.72 3,191 -19.36 0.1870
2018-05-08 2018-03-31 13F CUMMINS COM 231021106 24,409 -2,697 -9.95 3,957 -17.36 0.2450
2018-02-13 2017-12-31 13F CUMMINS COM 231021106 27,106 1,180 4.55 4,788 9.72 0.2706
2017-11-13 2017-09-30 13F/A-1 Cummins COM 231021106 25,926 -1,358 -4.98 4,364 -0.11 0.2834
2017-11-09 2017-09-30 13F Cummins COM 231021106 27,284 0 4,369
2017-08-09 2017-06-30 13F Cummins COM 231021106 27,284 -744 -2.65 4,369 3.09 0.2861
2017-05-11 2017-03-31 13F Cummins COM 231021106 28,028 247 0.89 4,238 11.61 0.2792
2017-02-07 2016-12-31 13F Cummins COM 231021106 27,781 -5,443 -16.38 3,797 -7.53 0.2581
2016-11-14 2016-09-30 13F Cummins COM 231021106 33,224 -1,237 -3.59 4,106 5.96 0.2897
2016-08-10 2016-06-30 13F Cummins COM 231021106 34,461 -1,133 -3.18 3,875 -0.97 0.2781
2016-05-02 2016-03-31 13F Cummins COM 231021106 35,594 -1,019 -2.78 3,913 19.74 0.2849
2016-02-09 2015-12-31 13F Cummins COM 231021106 36,613 -34,442 -48.47 3,268 -57.64 0.2420
2015-11-03 2015-09-30 13F Cummins COM 231021106 71,055 -1,644 -2.26 7,715 -19.10 0.5942
2015-08-10 2015-06-30 13F Cummins COM 231021106 72,699 -1,467 -1.98 9,537 -7.25 0.6487
2015-05-12 2015-03-31 13F Cummins COM 231021106 74,166 10,770 16.99 10,282 12.49 0.7045
2015-02-11 2014-12-31 13F CUMMINS COM 231021106 63,396 931 1.49 9,140 10.87 0.7238
2014-11-12 2014-09-30 13F CUMMINS COM 231021106 62,465 1,175 1.92 8,244 -12.82 0.7069
2014-08-05 2014-06-30 13F/A-1 CUMMINS COM 231021106 61,290 -5,345 -8.02 9,456 -4.75 0.8182
2014-08-04 2014-06-30 13F CUMMINS COM 231021106 61,290 9,456
2014-05-07 2014-03-31 13F/A-1 CUMMINS COM 231021106 66,635 3,237 5.11 9,928 11.09 0.9045
2014-05-06 2014-03-31 13F CUMMINS COM 231021106 66,635 9,928
2014-02-03 2013-12-31 13F CUMMINS COM 231021106 63,398 -5,203 -7.58 8,937 -1.95 0.8702
2013-11-04 2013-09-30 13F CUMMINS COM 231021106 68,601 3,121 4.77 9,115 28.34 1.0195
2013-07-22 2013-06-30 13F CUMMINS COM 231021106 65,480 65,480 7,102 0.8866
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.