Follow-The-Filings

Security

ILMN

Illumina Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 2 new 1 exit max 18.8% (Corvex Management LP)

grid → activity → earnings →
owners 19
rank #271
master % 0.04%
max % 18.8%
tracked value $9B
qoq N 2 A 5 R 9 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Corvex Management LP 2026 Q1 18.8% — 3,829,608 $472M hist
Triple Frond Partners LLC 2026 Q1 3.9% Reduce -1.18 pp 306,460 $38M hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 2.5% Reduce -0.46 pp 544,780 $67M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 1.3% Reduce -0.13 pp 44,778 $5.5B hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 1.1% Reduce -0.26 pp 1,129,459 $139M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Reduce -0.08 pp 3,981,080 $491M hist
Renaissance Technologies LLC 2026 Q1 0.2% Reduce -0.04 pp 972,642 $120M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.02 pp 341,936 $42M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.04 pp 561,619 $69M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce 0.00 pp 219,359 $27M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.04 pp 504,363 $62M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce +0.01 pp 14,355,380 $1.9B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 540,134 $71M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 204,782 $25M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 54,317 $7M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 53,700 $7M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 12,751 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 47,575 $6M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 117 $14 hist
Ken Griffin - Citadel Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 89,175 $12M hist

19 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
8-K 5.02 Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 Period May 28, 2026 Filing Doc
4/A PRIMARY DOCUMENT Filing Doc
8-K 5.07,9.01 Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 Period May 12, 2026 Filing Doc
4 Period May 7, 2026 Filing Doc
4 PRIMARY DOCUMENT Filing Doc

Updated 10 minutes 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 $850M
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 non-current liabilities — — —
Total equity $6.6B $2.37B $2.72B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $392M $837M $1.08B
Cash from investing -$591M -$178M -$55M
Cash from financing $1B -$570M -$744M
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