Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership12,732 shares
Latest Disclosed Value $ 6,857,978
Prospera Financial Services Inc reports 198.52% increase in ownership of CMI / Cummins Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 12,732 shares of Cummins Inc. (MX:CMI) valued at $6,857,978 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,265 shares of Cummins Inc.. This represents a change in shares of 198.52% 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)
2026-04-14 2026-03-31 13F CUMMINS COM 231021106 12,732 8,467 198.52 6,858 214.40 0.1104
2026-02-09 2025-12-31 13F CUMMINS COM 231021106 4,265 -52 -1.20 2,182 19.38 0.0358
2025-11-06 2025-09-30 13F CUMMINS COM 231021106 4,317 -95 -2.15 1,827 26.26 0.0312
2025-08-06 2025-06-30 13F CUMMINS COM 231021106 4,412 1,188 36.85 1,447 42.84 0.0270
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 3,224 212 7.04 1,014 -3.71 0.0233
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 3,012 14 0.47 1,052 8.12 0.0245
2024-11-07 2024-09-30 13F CUMMINS COM 231021106 2,998 -15 -0.50 973 16.39 0.0249
2024-08-13 2024-06-30 13F CUMMINS COM 231021106 3,013 154 5.39 837 -0.95 0.0233
2024-08-13 2024-03-31 13F CUMMINS COM 231021106 2,859 377 15.19 845 42.09 0.0252
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 2,482 -6 -0.24 595 4.39 0.0197
2023-11-13 2023-09-30 13F CUMMINS COM 231021106 2,488 118 4.98 570 -2.23 0.0220
2023-08-08 2023-06-30 13F CUMMINS COM 231021106 2,370 45 1.94 582 4.49 0.0223
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 2,325 887 61.68 557 60.06 0.0229
2023-02-08 2022-12-31 13F CUMMINS COM 231021106 1,438 12 0.84 349 19.18 0.0175
2022-10-27 2022-09-30 13F CUMMINS COM 231021106 1,426 7 0.49 292 5.80 0.0152
2022-08-08 2022-06-30 13F CUMMINS COM 231021106 1,419 -260 -15.49 276 -20.00 0.0141
2022-05-04 2022-03-31 13F CUMMINS COM 231021106 1,679 -103 -5.78 345 -11.54 0.0144
2022-02-10 2021-12-31 13F CUMMINS COM 231021106 1,782 -81 -4.35 390 -7.14 0.0169
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 1,863 44 2.42 420 -5.62 0.0209
2021-08-16 2021-06-30 13F/A-1 CUMMINS COM 231021106 1,819 -82 -4.31 445 -9.92 0.0223
2021-08-12 2021-06-30 13F CUMMINS COM 231021106 1,819 -82 445 0.0229
2021-05-06 2021-03-31 13F CUMMINS COM 231021106 1,901 -139 -6.81 494 6.47 0.0293
2021-02-12 2020-12-31 13F CUMMINS COM 231021106 2,040 1,085 113.61 464 129.70 0.0320
2020-11-04 2020-09-30 13F CUMMINS COM 231021106 955 -664 -41.01 202 -28.11 0.0772
2020-08-10 2020-06-30 13F CUMMINS COM 231021106 1,619 1,619 281 0.0249
2020-05-15 2020-03-31 13F CUMMINS COM 231021106 0 -2,216 -100.00 0 -100.00
2020-02-12 2019-12-31 13F CUMMINS COM 231021106 2,216 -43 -1.90 397 8.17 0.0306
2019-10-22 2019-09-30 13F CUMMINS COM 231021106 2,259 -11,227 -83.25 367 -84.08 0.0377
2019-08-14 2019-06-30 13F/A-1 CUMMINS COM 231021106 13,486 754 5.92 2,305 13.10 0.2588
2019-08-14 2019-06-30 13F CUMMINS COM 231021106 12,179 -7,993 1,631
2019-05-02 2019-03-31 13F CUMMINS COM 231021106 12,732 553 4.54 2,038 24.95 0.6708
2019-02-13 2018-12-31 13F CUMMINS COM 231021106 12,179 232 1.94 1,631 -4.73 0.3291
2018-10-25 2018-09-30 13F CUMMINS COM 231021106 11,947 -727 -5.74 1,712 1.72 0.3191
2018-07-18 2018-06-30 13F CUMMINS COM 231021106 12,674 9,255 270.69 1,683 204.89 0.2280
2018-04-12 2018-03-31 13F CUMMINS COM 231021106 3,419 2,164 172.43 552 148.65 0.0771
2018-01-23 2017-12-31 13F CUMMINS COM 231021106 1,255 1,255 222 0.0339
2016-10-12 2016-09-30 13F CUMMINS COM 231021106 0 -2,074 -100.00 0 -100.00
2016-07-26 2016-06-30 13F CUMMINS COM 231021106 2,074 2,074 0.00 233 0.0482
2015-04-22 2015-03-31 13F CUMMINS COM 231021106 0 -1,655 -100.00 0 -100.00
2015-01-14 2014-12-31 13F CUMMINS COM 231021106 1,655 1,655 239 0.0596
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.