Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
ILMNInformation TechnologyCommon Stock

Illumina, Inc

Held by 16 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 452327109 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 16 of the investors we track own this stock. In the latest quarter, 3 of them bought more of it and 12 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
16
0 vs last quarter (like-for-like)
Total value held
$1.52B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.4%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$142.13M
+11.5% vs last quarter
Net shares bought
-2.2M
Est. net flow -$384.07M
Quarter activity
3 bought · 12 sold
0 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns ILMN?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns ILMN? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Keith Meister Corvex Management 2.83M $497.70M 15.5% Reduced -999.1K -26.1% -$175.66M
2 Baillie Gifford Baillie Gifford & Co 1.34M $234.88M 0.2% Reduced -199.3K -13.0% -$35.04M
3 Cathie Wood ARK Investment Management LLC 1.05M $183.74M 1.2% Reduced -84.4K -7.5% -$14.85M
4 Richard Mashaal Senvest Management 1.01M $177.36M 5.2% Reduced -535.8K -34.7% -$94.22M
5 Norges Bank Norges Bank Investment Management 827.07K $145.42M 0.0% — — — —
6 Jim Simons Renaissance Technologies 826.64K $145.35M 0.2% Reduced -146.0K -15.0% -$25.67M
7 Diamond Hill Diamond Hill Capital Management 301.64K $53.04M 0.4% Reduced -30.8K -9.3% -$5.42M
8 Ron Baron Baron Capital (BAMCO) 227.09K $39.93M 0.1% Added +7.7K +3.5% +$1.36M
9 Israel Englander Millennium Management 84.72K $14.90M 0.0% Reduced -120.1K -58.6% -$21.11M
10 David Shaw D.E. Shaw & Co. 49.38K $8.68M 0.0% Added +1.8K +3.8% +$316.49K
11 Steve Cohen Point72 Asset Management 39.00K $6.86M 0.0% Reduced -14.7K -27.4% -$2.58M
12 Bridgeway Bridgeway Capital Management 26.70K $4.69M 0.1% Reduced -200 -0.7% -$35.17K
13 Two Sigma Two Sigma Investments 23.22K $4.08M 0.0% Reduced -50.5K -68.5% -$8.88M
14 Ray Dalio Bridgewater Associates 12.59K $2.21M 0.0% Reduced -165 -1.3% -$29.01K
15 LSV Asset Management LSV Asset Management 8.70K $1.53M 0.0% Reduced -16.3K -65.2% -$2.87M
16 Fred Alger Fred Alger Management 5.24K $920.82K 0.0% Added +3.5K +202.9% +$616.81K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in ILMN

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type ↓ Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Ro Khanna Politician May 28, 2024 ILMN ILLUMINA, INC CIN scanned Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — Jun 5, 2024 8 days PTR ↗
Ro Khanna Politician Feb 25, 2025 ILMN ILLUMINA, INC CMIN scanned Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Mar 6, 2025 9 days PTR ↗
Ro Khanna Politician Jan 29, 2026 ILMN ILLUMINA, INC CMN scanned Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — Feb 6, 2026 8 days PTR ↗
Lisa McClain Politician Oct 30, 2025 ILMN Illumina, Inc. - Common Stock (ILMN) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Charles Schwab Brokerage Account 924 Nov 21, 2025 22 days PTR ↗
Lisa McClain Politician Oct 31, 2025 ILMN Illumina, Inc. - Common Stock (ILMN) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Charles Schwab 401K > Schwab 893 Nov 21, 2025 21 days PTR ↗
Thomas H. Kean, Jr. Politician Apr 19, 2024 ILMN Illumina, Inc. - Common Stock (ILMN) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self Kean Family Partnership May 30, 2024 41 days PTR ↗
Thomas H. Kean, Jr. Politician Apr 1, 2025 ILMN Illumina, Inc. - Common Stock (ILMN) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self Kean Family Partnership Apr 18, 2025 17 days PTR ↗
Thomas H. Kean, Jr. Politician Apr 1, 2025 ILMN Illumina, Inc. - Common Stock (ILMN) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self Kean Family Partnership May 15, 2025 44 days PTR ↗
Lisa McClain Politician Jun 9, 2025 ILMN Illumina, Inc. - Common Stock (ILMN) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Charles Schwab Brokerage Account 924 Aug 13, 2025 65 days Late PTR ↗
Lisa McClain Politician Oct 30, 2025 ILMN Illumina, Inc. - Common Stock (ILMN) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — Nov 21, 2025 22 days PTR ↗
Gil Cisneros Politician Feb 10, 2026 ILMN Illumina, Inc. - Common Stock (ILMN) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Mar 9, 2026 27 days PTR ↗