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Illumina, Inc.

ILMN Healthcare
$119.28 +$0.34 (0.29%)
Market Cap: $18.24 B
Gurus Holding
6
Popularity Rank
#1455
% of Shares Held
5.09%
Net Activity (Q4 2025)
+$122.18 M

Guru Ownership Trend

Guru Analysis for Illumina, Inc. (ILMN)

Illumina, Inc. (ILMN), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $929.19 M.

Top institutional holders include Cliff Asness and Catherine Wood.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $122.18 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 30.3%. Conversely, Renaissance Technologies reduced exposure by 5.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q4 2025)

+$147.28 M
Total Buy Value
New Buys 0
Additions 3
-$25.1 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Illumina, Inc. (ILMN)

Major holders include Cliff Asness ($580.53 M), Catherine Wood ($202.03 M), Renaissance Technologies ($148.82 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 7.79 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $122.18 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited ILMN. The total reported sell value was $25.1 M.

Yes, 0 managers opened new positions in ILMN, and 3 increased their existing holdings. The total reported buy value was $147.28 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.30% Add 30.3% 4,426,126 $580.53 M Q4 2025
1.34% Add 4.9% 1,540,351 $202.03 M Q4 2025
0.23% Reduce -5.8% 1,134,642 $148.82 M Q4 2025
0.22% Reduce -4.6% 327,331 $42.93 M Q4 2025
0.15% Add 7.6% 315,008 $41.32 M Q4 2025
1.40% Reduce -5.0% 46,556 $6.11 M Q4 2025
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