Advocate Group Reduces Stake in Cummins Inc.

Institutional investor cuts holding in engine manufacturer by 12.6% in Q4 2025.

Apr. 5, 2026 at 7:09am

Got story updates? Submit your updates here. ›

Advocate Group LLC, a financial advisory firm, has reduced its stake in Cummins Inc. (NYSE: CMI) by 12.6% during the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 19,346 shares of the engine manufacturer's stock, valued at $9.875 million.

Why it matters

Cummins is a major player in the industrial engine and power generation equipment market, and changes in institutional ownership can signal shifts in investor sentiment and market expectations for the company.

The details

According to the filing, Advocate Group sold 2,790 shares of Cummins stock during the quarter, reducing its total holding to 19,346 shares. The firm's Cummins position now makes up 1.6% of its overall portfolio, making it the 21st largest holding.

  • Advocate Group LLC filed the disclosure with the SEC on April 5, 2026.
  • The stake reduction occurred during the fourth quarter of 2025.

The players

Advocate Group LLC

A financial advisory firm that manages investments for institutional and individual clients.

Cummins Inc.

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

Got photos? Submit your photos here. ›

The takeaway

This reduction in Advocate Group's Cummins stake, while relatively small, could signal a shift in investor sentiment around the engine manufacturer's prospects. However, the company remains a significant holding for the firm, indicating ongoing confidence in Cummins' long-term potential.