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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $998.86 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Illumina, Inc. (ILMN)
Major holders include Cliff Asness ($315.91 M), Catherine Wood ($139.4 M), Renaissance Technologies ($114.43 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 6.9 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $43.78 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited ILMN. The total reported sell value was $38.8 M.
Yes, 2 managers opened new positions in ILMN, and 4 increased their existing holdings. The total reported buy value was $82.58 M.