ILLUMINA INC ILMN
COM · Common Stock · CUSIP 452327109 · ISIN US4523271090
American company that develops systems for the analysis of genetic variation
- SectorTechnology
- IndustryLaboratory Analytical Instruments
- HeadquartersSan Diego, CA
- Founded1998
- Websiteillumina.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($182.7m this quarter). Holder counts are more reliable. Shares outstanding: 151.0m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $175.75. Options: 20 managers hold calls ($143.5m notional), 18 hold puts ($52.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 898 |
| Q4 2022 | 945 |
| Q1 2023 | 949 |
| Q2 2023 | 897 |
| Q3 2023 | 820 |
| Q4 2023 | 813 |
| Q1 2024 | 796 |
| Q2 2024 | 775 |
| Q3 2024 | 808 |
| Q4 2024 | 855 |
| Q1 2025 | 725 |
| Q2 2025 | 740 |
| Q3 2025 | 778 |
| Q4 2025 | 860 |
| Q1 2026 | 849 |
| Q2 2026 | 936 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 411 | 374 |
| Q4 2024 | 357 | 394 |
| Q1 2025 | 342 | 483 |
| Q2 2025 | 387 | 328 |
| Q3 2025 | 379 | 340 |
| Q4 2025 | 441 | 348 |
| Q1 2026 | 369 | 417 |
| Q2 2026 | 453 | 395 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $627.6m | $93.6m | 0.15 |
| Q4 2025 | $441.9m | $140.4m | 0.32 |
| Q1 2026 | $108.9m | $59.0m | 0.54 |
| Q2 2026 | $143.5m | $52.4m | 0.37 |
Biggest buyers
| FMR LLC | Added | +3.0m |
| PRIMECAP MANAGEMENT CO/CA/ | Added | +1.4m |
| AGF MANAGEMENT LTD | New | +1.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +720.5k |
| PointState Capital LP | Added | +713.7k |
| JANE STREET GROUP, LLC | Added | +364.4k |
| WCM INVESTMENT MANAGEMENT, LLC | Added | +283.5k |
| Alyeska Investment Group, L.P. | Added | +275.4k |
| National Pension Service | Added | +263.2k |
Biggest sellers
| Sessa Capital IM, L.P. | Reduced | -2.2m |
| Southpoint Capital Advisors LP | Reduced | -1.7m |
| LOOMIS SAYLES & CO L P | Reduced | -1.0m |
| Corvex Management LP | Reduced | -999.1k |
| Invesco Ltd. | Reduced | -663.4k |
| Senvest Management, LLC | Reduced | -535.8k |
| PGGM Investments | Reduced | -458.9k |
| Pacer Advisors, Inc. | Reduced | -458.2k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -436.6k |
| MARSHALL WACE, LLP | Reduced | -402.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $30.9m175.8k shares |
| PEAK6 LLC | Added | $25.7m145.9k shares |
| CITADEL ADVISORS LLC | Reduced | $21.8m124.1k shares |
| IMC-Chicago, LLC | Added | $16.3m92.7k shares |
| JANE STREET GROUP, LLC | Reduced | $11.8m66.9k shares |
| Walleye Trading LLC | Reduced | $11.3m64.5k shares |
| Point72 Asset Management, L.P. | Added | $8.1m46.2k shares |
| Caption Management, LLC | New | $5.2m29.5k shares |
| GROUP ONE TRADING LLC | Reduced | $3.3m18.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.5m14.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $17.4m98.8k shares |
| CITADEL ADVISORS LLC | Reduced | $7.9m45.2k shares |
| IMC-Chicago, LLC | Added | $6.9m39.5k shares |
| Twin Tree Management, LP | Reduced | $2.7m15.6k shares |
| JANE STREET GROUP, LLC | Reduced | $2.7m15.2k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $2.4m136 shares |
| MILLENNIUM MANAGEMENT LLC | New | $2.2m12.4k shares |
| Point72 Asset Management, L.P. | Reduced | $1.8m10.3k shares |
| PEAK6 LLC | Reduced | $1.6m9.1k shares |
| UBS Group AG | Unchanged | $1.5m8.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution new · filed 2026-10-07 | 10.7% |
| Capital World Investors 13G · institution -2.9 pts · filed 2026-05-14 | 10.3% |
| BlackRock, Inc. 13G · institution filed 2026-10-27 | 8.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 2 | $1.5m | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $61.1k | 2 | $114.9k | $114.9k |
| Q1 2026 | 1 | $23.6k | 2 | $430.6k | $430.6k |
| Q2 2026 | 0 | — | 5 | $155.8m | $866.0k |
| Q3 2026 | 0 | — | 3 | $436.5m | $320.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-04 | Meister Keith A. Director · See Footnotes | Sold | $26.1m119.5k shares |
| 2026-09-03 | Meister Keith A. Director · See Footnotes | Sold | $16.6m76.0k shares |
| 2026-09-02 | Meister Keith A. Director · See Footnotes | Sold | $14.5m68.1k shares |
| 2026-08-27 | Meister Keith A. Director · See Footnotes | Sold | $31.7m138.4k shares |
| 2026-08-26 | Meister Keith A. Director · See Footnotes | Sold | $24.0m106.5k shares |
| 2026-08-25 | Meister Keith A. Director · See Footnotes | Sold | $29.5m131.0k shares |
| 2026-08-21 | Meister Keith A. Director · See Footnotes | Sold | $65.2m299.3k shares |
| 2026-08-20 | Meister Keith A. Director · See Footnotes | Sold | $61.0m285.2k shares |
| 2026-08-19 | Meister Keith A. Director · See Footnotes | Sold | $19.3m95.0k shares |
| 2026-08-18 | Wedel Christensen Jakob SVP, Strategy/Corp Development | Sold plan | $197.8k1.0k shares |
| 2026-08-05 | Meister Keith A. Director · See Footnotes | Sold | $56.5m283.3k shares |
| 2026-08-04 | Meister Keith A. Director · See Footnotes | Sold | $91.6m457.9k shares |
| 2026-07-30 | Davies Scott M Chief Legal Officer | Sold plan | $123.0k615 shares |
| 2026-06-25 | Davies Scott M Chief Legal Officer | Sold plan | $110.7k615 shares |
| 2026-06-05 | Leckman Patricia SVP, Chief People Officer | Sold plan | $127.3k783 shares |
| 2026-06-02 | Leckman Patricia SVP, Chief People Officer | Sold plan | $127.1k784 shares |
| 2026-06-01 | Meister Keith A. Director · See Footnotes | Sold | $38.5m235.0k shares |
| 2026-05-29 | Meister Keith A. Director · See Footnotes | Sold | $35.1m214.6k shares |
| 2026-05-29 | Davies Scott M Chief Legal Officer | Sold plan | $98.4k615 shares |
| 2026-05-29 | Ericksen Scott D VP, Chief Accounting Officer | Sold plan | $80.0k500 shares |
| 2026-05-28 | Meister Keith A. Director · See Footnotes | Sold | $33.5m220.0k shares |
| 2026-05-28 | Ericksen Scott D VP, Chief Accounting Officer | Sold plan | $225.2k1.5k shares |
| 2026-05-14 | Meister Keith A. Director · See Footnotes | Sold | $15.2m104.4k shares |
| 2026-05-13 | Meister Keith A. Director · See Footnotes | Sold | $32.8m225.1k shares |
| 2026-05-06 | Wedel Christensen Jakob SVP, Strategy/Corp Development | Sold plan | $97.3k700 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 19.2m $3.4bn | Added +167.8k |
| Capital World Investors 0.32% of their portfolio | 15.4m $2.7bn | Reduced -124.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 6.6m $1.2bn | Reduced -196.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 6.6m $1.2bn | Reduced -7.3k |
| STATE STREET CORP 0.03% of their portfolio | 6.5m $1.1bn | Added +77.9k |
| WCM INVESTMENT MANAGEMENT, LLC 2.04% of their portfolio | 6.2m $1.1bn | Added +283.5k |
| FMR LLC 0.03% of their portfolio | 4.5m $795.4m | Added +3.0m |
| AQR CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 3.5m $623.2m | Reduced -436.6k |
| PRIMECAP MANAGEMENT CO/CA/ 0.37% of their portfolio | 3.5m $618.0m | Added +1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 2.9m $516.7m | Reduced -104.6k |
| Corvex Management LP 15.47% of their portfolio | 2.8m $497.7m | Reduced -999.1k |
| Jupiter Topco LLC 0.15% of their portfolio | 2.0m $358.7m | First filing |
| Invesco Ltd. 0.03% of their portfolio | 2.0m $350.6m | Reduced -663.4k |
| LOOMIS SAYLES & CO L P 0.43% of their portfolio | 1.9m $339.7m | Reduced -1.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 1.8m $318.8m | Added +1.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 1.7m $308.5m | Added +720.5k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.7m $293.8m | Added +171.2k |
| MORGAN STANLEY 0.02% of their portfolio | 1.7m $290.9m | Reduced -188.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.5m $264.1m | Reduced -61.1k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.5m $255.9m | Reduced -61.3k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.4m $251.3m | Reduced -149.1k |
| AGF MANAGEMENT LTD 0.93% of their portfolio | 1.4m $240.0m | New |
| BAILLIE GIFFORD & CO 0.21% of their portfolio | 1.3m $234.9m | Reduced -199.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.2m $213.9m | Added +149.9k |
| Legal & General Group Plc 0.04% of their portfolio | 1.2m $206.3m | Added +23.6k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 1.1m $201.9m | Reduced -7.9k |
| Sessa Capital IM, L.P. 3.40% of their portfolio | 1.1m $196.6m | Reduced -2.2m |
| ARK Investment Management LLC 1.19% of their portfolio | 1.0m $183.7m | Reduced -84.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.15% of their portfolio | 1.0m $177.9m | Added +26.0k |
| Senvest Management, LLC 5.20% of their portfolio | 1.0m $177.4m | Reduced -535.8k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 992.6k $174.5m | Added +237.5k |
| VANGUARD FIDUCIARY TRUST CO 0.04% of their portfolio | 951.3k $167.3m | Added +7.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.10% of their portfolio | 950.1k $167.1m | Reduced -85.8k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 907.5k $159.6m | Added +172.9k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 881.0k $108.6m | Reduced -210.5k |
| PointState Capital LP 2.67% of their portfolio | 862.2k $151.6m | Added +713.7k |
| JUPITER ASSET MANAGEMENT LTD 0.73% of their portfolio | 840.7k $147.8m | Reduced -247.1k |
| UBS Group AG 0.02% of their portfolio | 840.5k $147.8m | Reduced -321.9k |
| LETKO, BROSSEAU & ASSOCIATES INC 2.16% of their portfolio | 830.3k $146.0m | Reduced -22.6k |
| NORGES BANK 0.01% of their portfolio | 827.1k $145.4m | Not comparable |
| RENAISSANCE TECHNOLOGIES LLC 0.20% of their portfolio | 826.6k $145.3m | Reduced -146.0k |
| GUARDCAP ASSET MANAGEMENT Ltd 9.15% of their portfolio | 740.1k $128.7m | Reduced -147.4k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 1.71% of their portfolio | 738.2k $129.8m | Reduced -29.2k |
| Chevy Chase Trust Holdings, LLC 0.33% of their portfolio | 727.7k $128.0m | Added +190.0k |
| Thrivent Financial for Lutherans 0.20% of their portfolio | 675.9k $118.9m | Reduced -6.2k |
| Quantinno Capital Management LP 0.14% of their portfolio | 670.8k $117.9m | Added +53.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.99% of their portfolio | 637.7k $112.1m | Reduced -226.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 635.2k $111.7m | Reduced -10.6k |
| Amova Asset Management Americas, Inc. 1.40% of their portfolio | 618.0k $108.7m | Reduced -103.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 608.5k $107.0m | Added +25.7k |
| Alyeska Investment Group, L.P. 0.26% of their portfolio | 581.7k $102.3m | Added +275.4k |
| FEDERATED HERMES, INC. 0.15% of their portfolio | 575.8k $101.2m | Reduced -241.1k |
| BROWN ADVISORY INC 0.15% of their portfolio | 568.3k $99.9m | Reduced -24.1k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 560.7k $98.6m | Reduced -49.1k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 551.1k $96.9m | Added +22.9k |
| Stephens Investment Management Group LLC 1.01% of their portfolio | 537.9k $94.6m | Added +148.6k |
| PGGM Investments 2.30% of their portfolio | 531.6k $93.5m | Reduced -458.9k |
| Casdin Capital, LLC 4.66% of their portfolio | 530.0k $93.2m | Unchanged |
| Caisse de depot et placement du Quebec 0.12% of their portfolio | 492.1k $86.5m | Added +60.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 468.6k $82.4m | Added +69.3k |
| CITIGROUP INC 0.04% of their portfolio | 465.3k $81.8m | Added +50.8k |
| Spyglass Capital Management LLC 4.37% of their portfolio | 458.8k $80.7m | Added +133.7k |
| NATIXIS ADVISORS, LLC 0.09% of their portfolio | 456.7k $80.3m | Reduced -105.0k |
| STIFEL FINANCIAL CORP 0.07% of their portfolio | 446.6k $78.5m | Reduced -28.7k |
| Swiss National Bank 0.04% of their portfolio | 420.4k $73.9m | Reduced -28.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 414.1k $72.8m | Added +17.6k |
| M&G PLC 0.35% of their portfolio | 404.2k $71.1m | Reduced -7.5k |
| Southpoint Capital Advisors LP 1.60% of their portfolio | 400.0k $70.3m | Reduced -1.7m |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 399.7k $70.3m | Reduced -29.5k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 392.4k $69.0m | Added +72.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 377.3k $66.3m | Added +36.1k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 372.6k $65.5m | Added +364.4k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.21% of their portfolio | 371.1k $65.3m | Reduced -4.5k |
| National Pension Service 0.04% of their portfolio | 369.9k $65.0m | Added +263.2k |
| LMR Partners LLP 0.47% of their portfolio | 364.3k $64.1m | Added +53.3k |
| Amundi 0.02% of their portfolio | 361.2k $63.5m | Added +9.2k |
| Gotham Asset Management, LLC 0.15% of their portfolio | 356.2k $62.6m | Added +14.2k |
| Patient Capital Management, LLC 2.02% of their portfolio | 345.3k $60.7m | Reduced -199.5k |
| California Public Employees Retirement System 0.03% of their portfolio | 338.9k $59.6m | Added +4.7k |
| PANAGORA ASSET MANAGEMENT INC 0.18% of their portfolio | 334.2k $58.8m | Added +32.4k |
| Nuveen, LLC 0.01% of their portfolio | 333.2k $58.6m | Added +18.3k |
| Douglas Lane & Associates, LLC 0.77% of their portfolio | 324.7k $57.1m | Reduced -2.5k |
| Robeco Institutional Asset Management B.V. 0.07% of their portfolio | 307.8k $54.1m | Added +238.8k |
| ION Fund Management Ltd 6.37% of their portfolio | 306.4k $53.9m | Reduced -83.8k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 305.6k $53.7m | Reduced -31.2k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.42% of their portfolio | 301.6k $53.0m | Reduced -30.8k |
| CIBC Bancorp USA Inc. 0.06% of their portfolio | 298.7k $52.5m | Reduced -25.1k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.31% of their portfolio | 295.7k $52.0m | Reduced -20.8k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 295.3k $51.9m | Added +103.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.04% of their portfolio | 295.1k $51.9m | Added +28.0k |
| OVERSEA-CHINESE BANKING Corp Ltd 1.22% of their portfolio | 291.8k $51.3m | Added +17.2k |
| Ilex Capital Partners (UK) LLP 1.04% of their portfolio | 289.1k $50.8m | Reduced -316.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.07% of their portfolio | 282.4k $49.7m | Added +192.9k |
| Assenagon Asset Management S.A. 0.03% of their portfolio | 280.0k $49.2m | Added +231.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.13% of their portfolio | 273.9k $48.2m | Added +50.7k |
| Pictet Asset Management Holding SA 0.05% of their portfolio | 268.6k $48.3m | Added +2.4k |
| IEQ CAPITAL, LLC 0.22% of their portfolio | 267.9k $47.1m | Reduced -81.0k |
| ASR Vermogensbeheer N.V. 0.45% of their portfolio | 246.4k $43.3m | Reduced -22.7k |
| AustralianSuper Pty Ltd 0.18% of their portfolio | 236.8k $41.6m | Added +112.9k |
| EXCHANGE TRADED CONCEPTS, LLC 0.20% of their portfolio | 230.1k $40.5m | Reduced -4.0k |