Cummins Shares Sold by Grantham Mayo Van Otterloo & Co. LLC

Institutional investor trims position in engine manufacturer Cummins Inc.

Published on Mar. 8, 2026

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Grantham Mayo Van Otterloo & Co. LLC, an institutional investor, reduced its stake in Cummins Inc. (NYSE:CMI) by 18.2% during the third quarter, according to a recent SEC filing. The firm now owns approximately 103,898 shares of the engine manufacturer's stock, valued at around $43.9 million.

Why it matters

Cummins is a major global player in the engine and power generation equipment industry, so changes in institutional ownership of its stock can provide insights into market sentiment and expectations around the company's performance.

The details

According to the 13F filing, Grantham Mayo Van Otterloo & Co. LLC sold 23,130 shares of Cummins stock during the third quarter, reducing its total position to 103,898 shares. The firm's stake in Cummins now represents approximately 0.08% of the company's outstanding shares.

  • Grantham Mayo Van Otterloo & Co. LLC filed the 13F report for the third quarter of 2026.

The players

Grantham Mayo Van Otterloo & Co. LLC

An institutional investment management firm based in Boston, Massachusetts.

Cummins Inc.

A global power technology company that designs, manufactures, distributes and services diesel and natural gas engines, electrified powertrains, power generation systems and related components.

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The takeaway

The reduction in Grantham Mayo Van Otterloo & Co. LLC's position in Cummins stock may signal a shift in market sentiment or expectations around the company's performance, though further analysis would be needed to determine the specific reasons behind the institutional investor's decision.