Wedge Capital Management Trims Stake in Cummins Inc.

The institutional investor reduced its holdings in the engine manufacturer by over a quarter in Q4 2025.

Mar. 29, 2026 at 11:24am

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Wedge Capital Management L L P NC, an institutional investor, reduced its stake in Cummins Inc. (NYSE:CMI) by 26.2% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 22,537 shares of the company's stock, valued at $11.5 million as of its latest disclosure.

Why it matters

Cummins is a major global manufacturer of engines and related components, so changes in institutional ownership of the stock can signal broader trends in the industrial and transportation sectors. Wedge Capital's reduced position may reflect broader market concerns or a shift in investment strategy.

The details

According to the filing, Wedge Capital Management sold 8,021 Cummins shares during the fourth quarter, bringing its total holdings down to 22,537 shares. The firm cited unspecified reasons for the reduction in its Cummins position.

  • Wedge Capital Management reduced its Cummins stake in the fourth quarter of 2025.

The players

Wedge Capital Management L L P NC

An institutional investor that reduced its holdings in Cummins Inc. by over 26% in Q4 2025.

Cummins Inc.

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

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The takeaway

Wedge Capital Management's reduced stake in Cummins could signal broader market concerns or a shift in investment strategy, though the specific reasons were not disclosed. As a major industrial manufacturer, changes in Cummins' institutional ownership are worth monitoring for insights into trends in the transportation and machinery sectors.