Follow-The-Filings

Security · featured owners

ILMN Illumina Inc.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 15.2%
  • $790M
  • 1 add 4 reduce 1 exit

ILMN (Illumina Inc.) is held in 5 featured 13F books as of 2026 Q2. Corvex Management is the largest tracked holder by portfolio weight (15.2%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 15.2% (Corvex Management) · not free-float ownership

  1. Corvex Management reduce 15.2%
  2. Samantha Mclemore reduce 2.0%
  3. Arnold Van Den Berg reduce 1.6%
  4. Cathie Wood reduce 1.2%
  5. Ron Baron add 0.06%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Corvex Management 2026 Q2 15.2% Reduce −26.1% 2,830,552 $498M history
Cathie Wood - Ark Investment Management 2026 Q2 1.2% Reduce −7.5% 1,045,010 $184M history
Samantha Mclemore - Patient Capital Management 2026 Q2 2.0% Reduce −36.6% 345,314 $61M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.06% Add +3.5% 227,094 $40M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 1.6% Reduce −2.6% 43,610 $8M history
Triple Frond Partners exited 2026 Q2 last 2026 Q1 3.9% Exit −3.92% 306,460 $38M history

5 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
8-K 1.01,1.02,2.03,9.01 Filing Doc
424B2 Filing Doc
8-K 8.01,9.01 Filing Doc
424B2 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 5.07,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 20 rows shown

Filed Form Detail Links
4 Period Sep 8, 2026 Filing Doc
4 Period Sep 5, 2026 Filing Doc
4 Period Sep 2, 2026 Filing Doc
4 Period Aug 25, 2026 Filing Doc
4 Period Aug 19, 2026 Filing Doc
4 Period Aug 18, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Jul 30, 2026 Filing Doc
4 Period Jun 30, 2026 · 2 forms Filing Doc
4 Period Jun 25, 2026 Filing Doc
4 Period Jun 16, 2026 Filing Doc
4 Period Jun 5, 2026 Filing Doc
4 Period Jun 2, 2026 Filing Doc
4 Period May 28, 2026 Filing Doc
4 Period May 29, 2026 Filing Doc
4 Period May 28, 2026 Filing Doc
4/A Period May 21, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4 Period May 21, 2026 · 5 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.58B $4.37B $4.34B
Gross profit $2.97B $2.86B $2.87B
Gross margin * 64.8% 65.4% 66.1%
Net income -$4.4B -$1.22B $0.85B
Net margin * -96.1% -28.0% 19.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.56B $2.75B $3.29B
Total non-current assets * $8.69B $3.56B $3.36B
Total assets $12.25B $6.3B $6.64B
Total current liabilities $2.77B $1.55B $1.58B
Total equity $6.6B $2.37B $2.72B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.392B $0.837B $1.08B
Cash from investing -$591M -$178M -$55M
Cash from financing $1B -$0.57B -$0.744B
Net change in cash $779M $79M $291M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders