Guru Ownership Over Time
Guru Analysis for Illumina, Inc. (ILMN)
Illumina, Inc. (ILMN), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $930.64 M.
Top institutional holders include Cliff Asness and Catherine Wood.
Institutional sentiment is currently Bullish. This is evidenced by a $43.78 M net inflow during the quarter.
Recent activity highlights Larry Robbins who opened a new position. Conversely, Diamond Hill Capital reduced exposure by 9.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.20% | Add 3.1% | 3,398,027 | $315.91 M | Q3 2025 | |
| 0.83% | Add 25.7% | 1,467,879 | $139.4 M | Q3 2025 | |
| 0.15% | Add 17.9% | 1,204,942 | $114.43 M | Q3 2025 | |
| 0.15% | Reduce -9.7% | 342,957 | $32.57 M | Q3 2025 | |
| 0.12% | Add 97.5% | 292,688 | $27.8 M | Q3 2025 | |
| 0.22% | New Buy | 101,720 | $9.66 M | Q3 2025 | |
| 1.17% | Reduce -0.2% | 48,988 | $4.65 M | Q3 2025 | |
| 0.01% | New Buy | 40,516 | $3.85 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Illumina, Inc. (ILMN)
Top Guru holders include Cliff Asness ($315.91 M), Catherine Wood ($139.4 M), Renaissance Technologies ($114.43 M). Collectively, tracked Gurus hold 6.9 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $43.78 M, with 6 Gurus buying and 5 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 3 Gurus sold out of ILMN completely. Total sell value was $38.8 M.
Yes, 2 Gurus opened new positions in ILMN, and 4 added to their existing holdings. Total buy value was $82.58 M.