Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ILMN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.0M | $2.34B | +3.8% | 12.523% | 0.04% |
| 2 | Capital World Investors | 15.5M | $1.92B | -22.6% | 10.236% | 0.26% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8M | $841.1M | — | 4.492% | 0.04% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.6M | $812.9M | — | 4.341% | 0.02% |
| 5 | STATE STREET CORP | 6.4M | $792.5M | +3.9% | 4.232% | 0.03% |
| 6 | WCM INVESTMENT MANAGEMENT, LLC | 5.9M | $715.6M | +45.5% | 3.899% | 1.63% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 4.0M | $490.7M | -10.1% | 2.621% | 0.22% |
| 8 | Corvex Management LP | 3.8M | $472.0M | 0.0% | 2.521% | 18.77% |
| 9 | Sessa Capital IM, L.P. | 3.3M | $403.8M | -3.8% | 2.157% | 7.68% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $375.1M | +6.3% | 2.009% | 0.02% |
| 11 | LOOMIS SAYLES & CO L P | 2.9M | $362.8M | -29.4% | 1.937% | 0.49% |
| 12 | Invesco Ltd. | 2.7M | $327.6M | -3.3% | 1.750% | 0.05% |
| 13 | JANUS HENDERSON GROUP PLC | 2.1M | $258.9M | +1.4% | 1.383% | 0.13% |
| 14 | Southpoint Capital Advisors LP | 2.1M | $258.8M | +20.0% | 1.382% | 5.33% |
| 15 | PRIMECAP MANAGEMENT CO/CA/ | 2.1M | $254.8M | +3.9% | 1.361% | 0.20% |
| 16 | MORGAN STANLEY | 1.8M | $227.2M | -27.1% | 1.214% | 0.01% |
| 17 | NORTHERN TRUST CORP | 1.6M | $194.5M | +2.3% | 1.039% | 0.03% |
| 18 | UBS ASSET MANAGEMENT AMERICAS INC | 1.6M | $192.7M | -1.5% | 1.029% | 0.04% |
| 19 | FMR LLC | 1.5M | $190.7M | -8.7% | 1.018% | 0.01% |
| 20 | Senvest Management, LLC | 1.5M | $190.4M | +10.2% | 1.017% | 6.32% |
| 21 | BAILLIE GIFFORD & CO | 1.5M | $189.2M | -5.6% | 1.011% | 0.19% |
| 22 | BANK OF AMERICA CORP /DE/ | 1.5M | $186.9M | -17.7% | 0.998% | 0.01% |
| 23 | Bank of New York Mellon Corp | 1.5M | $184.9M | -7.6% | 0.988% | 0.03% |
| 24 | UBS Group AG | 1.2M | $145.0M | -23.0% | 0.774% | 0.02% |
| 25 | ALLIANCEBERNSTEIN L.P. | 1.1M | $143.2M | +360.9% | 0.719% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ILMN — a direct measure of their conviction.
Filings activity in ILMN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 826 | 1.1% | 76.07% | 7.33 pp | $18.60B | 8.8% |
| Q4 2025 | 835 | +11% | 83.40% | +5.98 pp | $20.39B | +7.7% |
| Q3 2025 | 751 | +3.0% | 77.42% | +19.14 pp | $18.93B | +33% |
| Q2 2025 | 729 | +3.3% | 58.28% | +11.39 pp | $14.25B | +24% |
| Q1 2025 | 706 | 15% | 46.89% | 33.63 pp | $11.46B | 42% |
| Q4 2024 | 828 | +6.7% | 80.52% | +10.49 pp | $19.69B | +15% |
| Q3 2024 | 776 | +3.5% | 70.03% | 40.46 pp | $17.12B | 37% |
| Q2 2024 | 750 | — | 110.49% | — | $27.02B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ILMN stock.
Based on Q1 2026 13F filings, institutional ownership of Illumina, Inc. stands at 76.1%, held across 826 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ILMN, with approximately 19,023,590 shares worth $2.34B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ILMN.
Our composite Smart Money Score for ILMN is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
105 institutions opened new positions in ILMN during Q1 2026, while 114 fully exited. 187 added to existing positions and 529 trimmed.
ILMN institutional ownership fell by 7.33 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 49.3% of all reported 13F value in ILMN, and the top 25 account for 67.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Illumina, Inc. (ILMN) Institutional Ownership