Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership3,066,481 shares
Latest Disclosed Value $ 1,649,830,201
Morgan Stanley reports 5.19% decrease in ownership of CMI / Cummins Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 3,066,481 shares of Cummins Inc. (MX:CMI) valued at $1,649,830,201 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 3,234,236 shares of Cummins Inc.. This represents a change in shares of -5.19% 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)
2026-05-15 2026-03-31 13F CUMMINS COM 231021106 3,066,481 -167,755 -5.19 1,649,830 -0.07 0.0994
2026-05-27 2025-12-31 13F/A-1 CUMMINS COM 231021106 3,234,236 -555,259 -14.65 1,650,917 3.15 0.0986
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 3,234,236 -555,259 1,650,917 0.0986
2026-05-27 2025-09-30 13F/A-1 CUMMINS COM 231021106 3,789,495 17,901 0.47 1,600,570 29.58 0.0969
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 3,789,495 17,901 1,600,570 0.0969
2025-08-15 2025-06-30 13F CUMMINS COM 231021106 3,771,594 -8,386 -0.22 1,235,198 4.25 0.0805
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 3,779,980 113,397 3.09 1,184,798 -7.31 0.0847
2025-05-15 2024-12-31 13F/A-1 CUMMINS COM 231021106 3,666,583 -9,595 -0.26 1,278,172 7.38 0.0896
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 3,666,583 -9,595 1,278,172 0.0895
2025-05-14 2024-09-30 13F/A-2 CUMMINS COM 231021106 3,676,178 515,549 16.31 1,190,310 35.99 0.0863
2025-02-14 2024-09-30 13F/A-1 CUMMINS COM 231021106 3,676,178 515,549 1,190,310 0.0863
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 3,676,178 515,549 1,190,310 0.0102
2025-05-14 2024-06-30 13F/A-2 CUMMINS COM 231021106 3,160,629 1,095,993 53.08 875,274 43.88 0.0677
2024-10-17 2024-06-30 13F/A-1 CUMMINS COM 231021106 3,160,629 1,095,993 875,274 0.0677
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 3,160,629 1,095,993 875,274 0.0677
2024-10-17 2024-03-31 13F/A-2 CUMMINS COM 231021106 2,064,636 -14,037 -0.68 608,346 22.16 0.0488
2024-08-16 2024-03-31 13F/A-1 CUMMINS COM 231021106 2,064,636 -14,037 608,346 0.0057
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 2,064,636 -14,037 608,346 0.0488
2024-08-16 2023-12-31 13F/A-1 CUMMINS COM 231021106 2,078,673 179,877 9.47 497,989 14.80 0.0439
2024-02-13 2023-12-31 13F CUMMINS COM 231021106 2,078,673 179,877 497,989 0.0439
2023-11-15 2023-09-30 13F CUMMINS COM 231021106 1,898,796 50,476 2.73 433,799 -4.27 0.0441
2023-08-14 2023-06-30 13F CUMMINS COM 231021106 1,848,320 -51,119 -2.69 453,135 -0.13 0.0447
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 1,899,439 -95,258 -4.78 453,738 -6.12 0.0487
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 1,994,697 -112,530 -5.34 483,295 12.70 0.0549
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 2,107,227 174,638 9.04 428,841 14.66 0.0584
2022-10-27 2022-06-30 13F/A-1 CUMMINS COM 231021106 1,932,589 812,583 72.55 374,013 62.81 0.0485
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 1,932,589 812,583 374,013 0.0485
2022-10-27 2022-03-31 13F/A-1 CUMMINS COM 231021106 1,120,006 12,232 1.10 229,724 -4.94 0.0310
2022-05-13 2022-03-31 13F CUMMINS COM 231021106 1,120,006 12,232 229,724 0.0310
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 1,107,774 142,165 14.72 241,651 11.44 0.0298
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 965,609 39,955 4.32 216,837 -3.92 0.0292
2021-08-23 2021-06-30 13F/A-1 CUMMINS COM 231021106 925,654 123,111 15.34 225,684 8.53 0.0298
2021-08-16 2021-06-30 13F CUMMINS COM 231021106 925,654 123,111 225,684 0.0062
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 802,543 -58,912 -6.84 207,947 6.29 0.0305
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 861,455 100,780 13.25 195,636 21.80 0.0302
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 760,675 92,858 13.90 160,624 38.82 0.0311
2020-08-14 2020-06-30 13F CUMMINS COM 231021106 667,817 166,532 33.22 115,707 70.57 0.0256
2020-05-26 2020-03-31 13F/A-1 CUMMINS COM 231021106 501,285 -268,084 -34.84 67,835 -50.73 0.0184
2020-05-15 2020-03-31 13F CUMMINS COM 231021106 501,285 -268,084 67,835 5,211.1421
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 769,369 21,275 2.84 137,686 13.14 0.0320
2019-11-14 2019-09-30 13F CUMMINS COM 231021106 748,094 54,384 7.84 121,692 2.38 0.0322
2019-08-14 2019-06-30 13F CUMMINS COM 231021106 693,710 38,676 5.90 118,862 14.94 0.0316
2019-05-15 2019-03-31 13F CUMMINS COM 231021106 655,034 -1,088,060 -62.42 103,410 -55.61 0.0293
2019-02-14 2018-12-31 13F CUMMINS COM 231021106 1,743,094 15,729 0.91 232,948 -7.68 0.0697
2019-04-23 2018-09-30 13F/A-2 CUMMINS COM 231021106 1,727,365 86,791 5.29 252,315 15.64 0.0632
2018-11-20 2018-09-30 13F/A-1 CUMMINS COM 231021106 1,727,365 0 252,315 0.0632
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 1,727,365 86,791 252,315
2019-04-23 2018-06-30 13F/A-1 CUMMINS COM 231021106 1,640,574 272,372 19.91 218,195 -1.61 0.0590
2018-08-14 2018-06-30 13F CUMMINS COM 231021106 1,640,574 272,372 218,195
2019-04-23 2018-03-31 13F/A-1 CUMMINS COM 231021106 1,368,202 103,584 8.19 221,771 -0.72 0.0616
2018-05-14 2018-03-31 13F CUMMINS COM 231021106 1,368,202 103,584 221,771
2019-04-23 2017-12-31 13F/A-1 CUMMINS COM 231021106 1,264,618 260,004 25.88 223,381 32.33 0.0611
2018-02-14 2017-12-31 13F CUMMINS COM 231021106 1,264,618 260,004 223,381
2017-11-14 2017-09-30 13F CUMMINS COM 231021106 1,004,614 268,511 36.48 168,806 41.37 0.0506
2017-08-11 2017-06-30 13F CUMMINS COM 231021106 736,103 1,275 0.17 119,411 7.47 0.0361
2017-05-22 2017-03-31 13F/A-1 CUMMINS COM 231021106 734,828 -371,384 -33.57 111,106 -26.51 0.0341
2017-05-12 2017-03-31 13F CUMMINS COM 231021106 734,828 111,106
2017-02-22 2016-12-31 13F/A-1 CUMMINS COM 231021106 1,106,212 -11,544 -1.03 151,188 5.55 0.0495
2017-02-13 2016-12-31 13F CUMMINS COM 231021106 1,106,212 151,188
2016-11-10 2016-09-30 13F CUMMINS COM 231021106 1,117,756 524,516 88.42 143,241 114.74 0.0489
2016-08-12 2016-06-30 13F CUMMINS COM 231021106 593,240 143,014 31.76 66,704 34.76 0.0241
2016-05-12 2016-03-31 13F CUMMINS COM 231021106 450,226 26,633 6.29 49,498 32.77 0.0190
2016-02-09 2015-12-31 13F CUMMINS COM 231021106 423,593 -434,903 -50.66 37,280 -60.01 0.0135
2016-02-08 2015-09-30 13F/A-1 CUMMINS COM 231021106 858,496 92,537 12.08 93,216 -7.23 0.0344
2015-11-09 2015-09-30 13F CUMMINS COM 231021106 858,496 93,216
2015-08-12 2015-06-30 13F CUMMINS COM 231021106 765,959 -19,339 -2.46 100,485 -7.71 0.0348
2015-05-14 2015-03-31 13F CUMMINS COM 231021106 785,298 -102,063 -11.50 108,874 -14.90 0.0401
2015-02-13 2014-12-31 13F CUMMINS COM 231021106 887,361 144,802 19.50 127,933 30.54 0.0468
2014-12-16 2014-09-30 13F/A-1 CUMMINS COM 231021106 742,559 93,725 14.45 98,003 -2.10 0.0377
2014-11-14 2014-09-30 13F CUMMINS COM 231021106 742,559 98,003
2014-08-12 2014-06-30 13F CUMMINS COM 231021106 648,834 3,159 0.49 100,108 4.06 0.1712
2014-05-13 2014-03-31 13F CUMMINS COM 231021106 645,675 32,584 5.31 96,199 11.31 0.0403
2014-02-13 2013-12-31 13F CUMMINS COM 231021106 613,091 79,151 14.82 86,427 21.82 0.0368
2013-11-13 2013-09-30 13F CUMMINS INC COM ST COM 231021106 533,940 -291,574 -35.32 70,945 -20.76 0.0335
2013-08-08 2013-06-30 13F CUMMINS INC COM ST COM 231021106 825,514 825,514 89,535 0.0452
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.