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Illumina, Inc.

ILMN Healthcare
$164.28 $-2.61 (-1.56%)
Market Cap: $24.86 B
Gurus Holding
8
Popularity Rank
#883
% of Shares Held
4.54%
Net Activity (Q1 2026)
-$113.55 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.13 B.

Top institutional holders include Cliff Asness and Catherine Wood.

Institutional sentiment is currently Bearish. This is evidenced by a $113.55 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Catherine Wood reduced exposure by 26.7%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$12.14 M
Total Buy Value
New Buys 2
Additions 2
-$125.69 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Illumina, Inc. (ILMN)

Major holders include Cliff Asness ($490.71 M), Catherine Wood ($139.22 M), Renaissance Technologies (RenTech) ($119.89 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 6.87 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $113.55 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited ILMN. The total reported sell value was $125.69 M.

Yes, 2 managers opened new positions in ILMN, and 2 increased their existing holdings. The total reported buy value was $12.14 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Reduce -10.1% 3,981,080 $490.71 M Q1 2026
1.08% Reduce -26.7% 1,129,459 $139.22 M Q1 2026
0.19% Reduce -14.3% 972,642 $119.89 M Q1 2026
0.13% Add 8.6% 341,936 $42.15 M Q1 2026
0.26% Add 1.6% 332,439 $40.98 M Q1 2026
0.01% New Buy 53,700 $6.62 M Q1 2026
1.27% Reduce -3.8% 44,778 $5.52 M Q1 2026
0.01% New Buy 12,751 $1.57 M Q1 2026
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