Illumina Inc (ILMN) Quarterly Institutional 13F Update (Q2 2026)

ILMN ranks #518 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ILMN is a top-conviction position for Corvex Management LP — at 15.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ILMN belongs to BlackRock, Inc., but the position matters far more to Corvex Management LP, who has 15.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Douglas Lane & Associates, LLC has added to its ILMN position for two straight quarters, increasing it by $44.7M to reach $85.0M today.

ILMN is down 2% today, but institutions show net buying of $5.9B this quarter — a divergence between today's price move and the underlying institutional flow.

ILMN posted net income of $825.0M over the trailing twelve months, and currently trades at a P/E of 49.6.

• Profitable — net income of $825.0M over the trailing twelve months
• Revenue grew 3.6% year over year
• Net income improved year over year, from -$965.0M to $825.0M
• Generated $1.1B in positive operating cash flow
• Current ratio of 2.08x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting