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

ILMN ranks #519 out of 37501 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.

Wcm Investment Management, LLC has added to its ILMN position for two straight quarters, increasing it by $583.6M to reach $1.1B today.

Sessa Capital IM, L.P. has trimmed its ILMN position for two straight quarters, cutting it by $249.8M while still holding $196.6M.

ILMN is up 3% today, and institutions have been net buyers of $5.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ILMN posted net income of $825.0M over the trailing twelve months, and currently trades at a P/E of 40.3.

• 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 2.44x equity — a highly leveraged balance sheet worth noting