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ILMN Illumina Inc.

Health Care, filed as ILLUMINA INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 5 managers in 2026 Q2

  • 5 Owners
  • Max 15.2%
  • $790M
  • 3 reduce 1 exit 2 small

In 2026 Q2 Corvex Management, Samantha McLemore, and Cathie Wood trimmed Illumina, and Triple Frond Partners sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns ILMN

Sorted by value, long equity only, as of 2026 Q2.

History
Corvex Management 15.2%, was 18.8% Reduce −26.1% 2,830,552 $498M History
Cathie Wood, Ark Investment Management 1.2% Reduce −7.5% 1,045,010 $184M History
Samantha Mclemore, Patient Capital Management 2.0%, was 2.5% Reduce −36.6% 345,314 $61M History
Ron Baron, Bamco Inc. (Baron Capital) 0.06% Small add +3.5% 227,094 $40M History
Arnold Van Den Berg, Van Den Berg Management I 1.6% Small trim −2.6% 43,610 $7.7M 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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ILMN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ILMN insider trades
  • $85K bought by 1 insider
  • $591M sold by 1 insider outside a trading plan
  • $1.7M sold by 4 insiders under 10b5-1 plans
  1. Keith A. Meister Director
    Sale
    $57.2M 263,560 shares at $217.03 26% of stake
    Traded Sep 2–4 Filed Sep 4
    ↗
  2. Keith A. Meister Director
    Sale
    $85.2M 375,941 shares at $226.74 27% of stake
    Traded Aug 25–27 Filed Aug 27
    ↗
  3. Keith A. Meister Director
    Sale
    $146M 679,574 shares at $214.19 33% of stake
    Traded Aug 19–21 Filed Aug 21
    ↗
  4. Christensen Jakob Wedel SVP, Strategy/Corp Development
    Planned sale
    $198K 1,033 shares at $191.52 6.9% of stake
    Traded Aug 18 Filed Aug 20
    ↗
  5. Keith A. Meister Director
    Sale
    $148M 741,127 shares at $199.91 26% of stake
    Traded Aug 4–5 Filed Aug 6
    ↗
  6. Scott M Davies Chief Legal Officer
    Planned sale
    $123K 615 shares at $200.00 2.9% of stake
    Traded Jul 30 Filed Aug 3
    ↗
  7. Scott M Davies Chief Legal Officer
    Planned sale
    $111K 615 shares at $180.00 2.9% of stake
    Traded Jun 25 Filed Jun 25
    ↗
  8. Patricia Leckman SVP, Chief People Officer
    Planned sale
    $127K 783 shares at $162.59 3.6% of stake
    Traded Jun 5 Filed Jun 9
    ↗
  9. Patricia Leckman SVP, Chief People Officer
    Planned sale
    $127K 784 shares at $162.08 3.4% of stake
    Traded Jun 2 Filed Jun 4
    ↗
  10. Scott M Davies Chief Legal Officer
    Planned sale
    $98K 615 shares at $160.00 2.8% of stake
    Traded May 29 Filed Jun 1
    ↗
  11. Scott D Ericksen VP, Chief Accounting Officer
    Planned sale
    $305K 2,000 shares at $152.58 12% of stake
    Traded May 28–29 Filed Jun 1
    ↗
  12. Keith A. Meister Director
    Sale
    $107M 669,596 shares at $159.86 19% of stake
    Traded May 28–Jun 1 Filed Jun 1
    ↗
  13. Keith A. Meister Director
    Sale
    $47.9M 329,460 shares at $145.49 8.6% of stake
    Traded May 13–14 Filed May 14
    ↗
  14. Christensen Jakob Wedel SVP, Strategy/Corp Development
    Planned sale
    $97K 700 shares at $139.04 4.4% of stake
    Traded May 6 Filed May 7
    ↗
  15. Scott M Davies Chief Legal Officer
    Planned sale
    $155K 1,336 shares at $116.18 7.6% of stake
    Traded Feb 20 Filed Feb 24
    ↗

Also filed in the last 12 months, not counted as buying or selling: 27 stock grants, 23 share withholdings for taxes, 11 option exercises, 4 other transactions, and 1 sale back to the company.

Congress

4 members of Congress traded ILMN in the last three years: 9 buys and 10 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Feb 10 filed Mar 9
  2. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  5. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 9, 2025 filed Aug 13, 2025
  6. Thomas H. Kean, Jr. R-NJ-7 Buy $1K–$15K Apr 1, 2025 filed May 15, 2025

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
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

Source: SEC EDGAR submissions, updated about 17 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.