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Illumina, Inc.

ILMN Healthcare
$239.62 $-5.56 (-2.27%)
Market Cap: $36.18 B
Gurus Holding
11
Popularity Rank
#295
% of Shares Held
4.10%
Net Activity (Q2 2026)
-$120.35 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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.48 B.

Top institutional holders include Cliff Asness and Catherine Wood.

Institutional sentiment is currently Bearish. This is evidenced by a $120.35 M net outflow during the quarter.

Recent activity highlights John Hussman who opened a new position. Conversely, Steven Cohen reduced exposure by 27.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$5.17 M
Total Buy Value
New Buys 3
Additions 1
-$125.52 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
4

FAQs for Illumina, Inc. (ILMN)

Major holders include Cliff Asness ($623.22 M), Catherine Wood ($183.74 M), Renaissance Technologies (RenTech) ($145.35 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 6.18 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $120.35 M, with 4 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited ILMN. The total reported sell value was $125.52 M.

Yes, 3 managers opened new positions in ILMN, and 1 increased their existing holdings. The total reported buy value was $5.17 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Reduce -11.0% 3,544,465 $623.22 M Q2 2026
1.19% Reduce -7.5% 1,045,010 $183.74 M Q2 2026
0.20% Reduce -15.0% 826,642 $145.35 M Q2 2026
0.15% Add 4.2% 356,183 $62.63 M Q2 2026
0.42% Reduce -9.3% 301,642 $53.04 M Q2 2026
1.62% Reduce -2.6% 43,610 $7.67 M Q2 2026
0.01% Reduce -27.4% 39,000 $6.86 M Q2 2026
0.51% New Buy 12,600 $2.22 M Q2 2026
0.01% Reduce -1.3% 12,586 $2.21 M Q2 2026
0.00% New Buy 2,522 $443,443 Q2 2026
0.00% New Buy 38 $6,882 Q2 2026
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Value
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SEC Form