Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership364,552 shares
Latest Disclosed Value $ 196,136,267
Td Asset Management Inc reports 386.67% increase in ownership of CMI / Cummins Inc.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 364,552 shares of Cummins Inc. (MX:CMI) valued at $196,136,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 74,908 shares of Cummins Inc.. This represents a change in shares of 386.67% 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)
2026-05-11 2026-03-31 13F CUMMINS COM 231021106 364,552 289,644 386.67 196,136 412.96 0.1591
2026-02-10 2025-12-31 13F CUMMINS COM 231021106 74,908 -7,921 -9.56 38,237 9.30 0.0308
2025-11-10 2025-09-30 13F CUMMINS COM 231021106 82,829 -34,933 -29.66 34,984 -9.29 0.0284
2025-07-28 2025-06-30 13F CUMMINS COM 231021106 117,762 -1,377 -1.16 38,567 3.28 0.0329
2025-05-07 2025-03-31 13F CUMMINS COM 231021106 119,139 -6,913 -5.48 37,343 -15.02 0.0344
2025-02-11 2024-12-31 13F CUMMINS COM 231021106 126,052 2,860 2.32 43,942 9.28 0.0389
2024-11-01 2024-09-30 13F CUMMINS COM 231021106 123,192 14,899 13.76 40,210 34.08 0.0355
2024-08-02 2024-06-30 13F CUMMINS COM 231021106 108,293 -1,862 -1.69 29,990 -7.60 0.0280
2024-05-08 2024-03-31 13F CUMMINS COM 231021106 110,155 -22,417 -16.91 32,457 2.19 0.0302
2024-02-12 2023-12-31 13F CUMMINS COM 231021106 132,572 1,223 0.93 31,760 5.84 0.0312
2023-10-27 2023-09-30 13F CUMMINS COM 231021106 131,349 142 0.11 30,008 -6.71 0.0364
2023-08-09 2023-06-30 13F CUMMINS COM 231021106 131,207 2,882 2.25 32,167 4.93 0.0366
2023-05-10 2023-03-31 13F CUMMINS COM 231021106 128,325 -7,490 -5.51 30,654 -6.84 0.0370
2023-02-07 2022-12-31 13F CUMMINS COM 231021106 135,815 -3,489 -2.50 32,907 15.46 0.0406
2022-11-07 2022-09-30 13F CUMMINS COM 231021106 139,304 4,694 3.49 28,500 9.40 0.0357
2022-08-04 2022-06-30 13F CUMMINS COM 231021106 134,610 35,222 35.44 26,051 27.79 0.0302
2022-05-10 2022-03-31 13F CUMMINS COM 231021106 99,388 1,254 1.28 20,386 -4.77 0.0120
2022-05-10 2022-03-31 13F CUMMINS COM 231021106 70,819 14,526
2022-02-10 2021-12-31 13F CUMMINS COM 231021106 98,134 -4,173 -4.08 21,407 -6.82 0.0179
2021-11-09 2021-09-30 13F CUMMINS COM 231021106 102,307 -2,856 -2.72 22,974 -5.88 0.0239
2021-08-11 2021-06-30 13F CUMMINS COM 231021106 105,163 27,667 35.70 24,408 21.55 0.0248
2021-05-14 2021-03-31 13F CUMMINS COM 231021106 77,496 -2,906 -3.61 20,080 9.97 0.0224
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 80,402 -15,508 -16.17 18,259 -9.85 0.0222
2020-11-10 2020-09-30 13F CUMMINS COM 231021106 95,910 -20,705 -17.76 20,253 0.24 0.0281
2020-08-13 2020-06-30 13F CUMMINS COM 231021106 116,615 -77,287 -39.86 20,204 -23.00 0.0287
2020-05-15 2020-03-31 13F CUMMINS COM 231021106 193,902 -18,121 -8.55 26,238 -30.85 0.0444
2020-02-11 2019-12-31 13F CUMMINS COM 231021106 212,023 -113,617 -34.89 37,944 -28.37 0.0551
2019-11-07 2019-09-30 13F CUMMINS COM 231021106 325,640 3,075 0.95 52,972 -4.15 0.0810
2019-08-01 2019-06-30 13F CUMMINS COM 231021106 322,565 35,035 12.18 55,268 21.76 0.0828
2019-05-08 2019-03-31 13F CUMMINS COM 231021106 287,530 7,236 2.58 45,392 21.18 0.0693
2019-02-01 2018-12-31 13F CUMMINS COM 231021106 280,294 51,413 22.46 37,458 12.04 0.0652
2018-11-01 2018-09-30 13F CUMMINS COM 231021106 228,881 -16,110 -6.58 33,433 2.61 0.0495
2018-07-31 2018-06-30 13F CUMMINS COM 231021106 244,991 -772 -0.31 32,584 -18.20 0.0497
2018-05-11 2018-03-31 13F CUMMINS COM 231021106 245,763 -13,873 -5.34 39,836 -13.14 0.0610
2018-02-02 2017-12-31 13F CUMMINS COM 231021106 259,636 179,896 225.60 45,862 242.28 0.0668
2017-11-09 2017-09-30 13F CUMMINS COM 231021106 79,740 27,522 52.71 13,399 58.17 0.0201
2017-08-01 2017-06-30 13F CUMMINS COM 231021106 52,218 -4,757 -8.35 8,471 -1.67 0.0133
2017-05-05 2017-03-31 13F CUMMINS COM 231021106 56,975 -470 -0.82 8,615 9.73 0.0137
2017-02-08 2016-12-31 13F CUMMINS COM 231021106 57,445 -12,327 -17.67 7,851 -12.19 0.0132
2016-11-02 2016-09-30 13F CUMMINS COM 231021106 69,772 -2,508 -3.47 8,941 10.02 0.0155
2016-08-04 2016-06-30 13F CUMMINS COM 231021106 72,280 1,430 2.02 8,127 4.34 0.0147
2016-05-05 2016-03-31 13F CUMMINS COM 231021106 70,850 -17,259 -19.59 7,789 0.45 0.0146
2016-02-04 2015-12-31 13F CUMMINS COM 231021106 88,109 14,060 18.99 7,754 -3.56 0.0154
2015-11-12 2015-09-30 13F CUMMINS COM 231021106 74,049 -500 -0.67 8,040 -17.79 0.0158
2015-08-11 2015-06-30 13F CUMMINS COM 231021106 74,549 2,238 3.09 9,780 -2.44 0.0175
2015-04-28 2015-03-31 13F CUMMINS COM 231021106 72,311 72,311 0.00 10,025 0.0181
2015-01-30 2014-12-31 13F CUMMINS COM 231021106 0 -68,953 -100.00 0 -100.00
2014-11-06 2014-09-30 13F CUMMINS COM 231021106 68,953 -3,524 -4.86 9,100 -18.62 0.0157
2014-08-12 2014-06-30 13F CUMMINS COM 231021106 72,477 -2,560 -3.41 11,182 0.02 0.0191
2014-05-09 2014-03-31 13F CUMMINS COM 231021106 75,037 -5,620 -6.97 11,180 -1.67 0.0203
2014-02-07 2013-12-31 13F CUMMINS COM 231021106 80,657 -6,020 -6.95 11,370 -1.28 0.0212
2013-11-08 2013-09-30 13F CUMMINS COM 231021106 86,677 -11,800 -11.98 11,517 7.83 0.0229
2013-07-24 2013-06-30 13F CUMMINS COM 231021106 98,477 98,477 10,681 0.0229
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.