MORGAN STANLEY

Position in CMI — Cummins Inc

CIK 895421 NEW YORK, NY

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Position in CMI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,216,601,041

+$566,772,942 QoQ

Shares Held

3,107,922

+1.4% QoQ

Ownership

2.26%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Common Shares in CMI Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $29,502,958,971 across 70 Specialty Industrial Machinery names. CMI ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,715,959	$6,715,451,582
2	ETN	Eaton Corp plc	13,250,139	$5,646,149,221
3	PH	Parker-Hannifin Corp	2,581,520	$2,525,036,334
4	CMI	Cummins Inc This page	3,107,922	$2,216,601,041
5	EMR	Emerson Electric Co	12,010,701	$1,719,331,838
6	ROK	Rockwell Automation, Inc	3,040,314	$1,505,198,646
7	ITW	Illinois Tool Works Inc	4,899,971	$1,325,295,149
8	AME	Ametek Inc/	3,745,827	$906,265,375

All Filings in CMI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,216,601,041	3,107,922	+1.4%	Shares	Defined	2026-08-13
2026-03-31	$1,649,828,099	3,066,481	-5.2%	Shares	Defined	2026-05-15
2025-12-31	$1,650,915,757	3,234,236	-14.7%	Shares	Defined	2026-05-27
2025-09-30	$1,600,568,994	3,789,495	+0.5%	Shares	Defined	2026-05-27
2025-06-30	$1,235,197,028	3,771,594	-0.2%	Shares	Defined	2025-08-15
2025-03-31	$1,184,796,922	3,779,980	+3.1%	Shares	Defined	2025-05-15
2024-12-31	$1,278,170,827	3,666,583	-0.3%	Shares	Defined	2025-05-15
2024-09-30	$1,190,309,663	3,676,178	+16.3%	Shares	Defined	2025-05-14
2024-06-30	$875,272,978	3,160,629	+53.1%	Shares	Defined	2025-05-14
2024-03-31	$608,344,988	2,064,636	-0.7%	Shares	Defined	2024-10-17
2023-12-31	$497,987,681	2,078,673	+9.5%	Shares	Defined	2024-08-16
2023-09-30	$433,798,927	1,898,796	+2.7%	Shares	Defined	2023-11-15
2023-06-30	$453,134,123	1,848,320	-2.7%	Shares	Defined	2023-08-14
2023-03-31	$453,737,980	1,899,439	-4.8%	Shares	Defined	2023-05-15
2022-12-31	$483,295,127	1,994,697	-5.3%	Shares	Defined	2023-02-14
2022-09-30	$428,841,762	2,107,227	+9.0%	Shares	Defined	2022-11-14
2022-06-30	$374,013,942	1,932,589	+72.6%	Shares	Defined	2022-10-27
2022-03-31	$229,724,425	1,120,006	+1.1%	Shares	Defined	2022-10-27
2021-12-31	$241,649,816	1,107,774	+14.7%	Shares	Defined	2022-02-14
2021-09-30	$216,837,153	965,609	+4.3%	Shares	Defined	2021-11-15
2021-06-30	$225,683,697	925,654	+15.3%	Shares	Defined	2021-08-23
2021-03-31	$207,946,911	802,543	-6.8%	Shares	Defined	2021-05-17
2020-12-31	$195,636,425	861,455	+13.2%	Shares	Defined	2021-02-16
2020-09-30	$160,624,129	760,675	+13.9%	Shares	Defined	2020-11-13
2020-06-30	$115,705,969	667,817	+33.2%	Shares	Defined	2020-08-14
2020-03-31	$67,833,882	501,285	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.