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Illumina Inc (ILMN)

Biotech & Health · US stock

What changed in recent filings

  • Revenue +9% YoYQuarter ended Jun 28, 2026
  • Institutions — 5 new · 3 reduced13F · as of end of 2026 Q2
  • Free cash flow declined recentlyDec 28, 2025 → Jun 28, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Illumina Inc

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 62019 Q2 · 52019 Q3 · 52019 Q4 · 62020 Q1 · 32020 Q2 · 32020 Q3 · 32020 Q4 · 52021 Q1 · 42021 Q2 · 42021 Q3 · 62021 Q4 · 42022 Q1 · 52022 Q2 · 52022 Q3 · 52022 Q4 · 62023 Q1 · 82023 Q2 · 52023 Q3 · 52023 Q4 · 62024 Q1 · 62024 Q2 · 52024 Q3 · 52024 Q4 · 52025 Q1 · 52025 Q2 · 42025 Q3 · 42025 Q4 · 22026 Q1 · 42026 Q2 · 9
19 Q122 Q326 Q2

2019 Q1: 6 → 2026 Q2: 9 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Illumina Inc

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.21% of portfolio · held as of 2019 Q1 or earlier
  • ARK Invest1.19% of portfolio · since 2024 Q4
  • Bridgewater Associates0.01% of portfolio · since 2026 Q1
  • Point72 Asset Management0.01% of portfolio · since 2026 Q1
  • PRIMECAP Management0.37% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.12% of portfolio · held as of 2026 Q2 or earlier
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.04% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.32% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Illumina. The world's No. 1 in next-generation gene-sequencing equipment. It provides core infrastructure for the precision-medicine and genetic-diagnostics markets.

What is the Biotech & Health sector?

Pharma, biotech, and medical devices. Driven by trial-result events.

Illumina Inc is classified under the Biotech & Health sector. See peers below.

Illumina Inc key financials

Based on SEC filings · as of Jun 28, 2026

Tap a metric name to see its meaning in the glossary.

Illumina Inc vs Biotech & Health sector benchmark

Median of 35 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
4.9%vs benchmark 8.4%↓ below
Operating margin
21.1%vs benchmark 20.1%↑ above
Net margin
18.4%vs benchmark 15.0%↑ above
ROE
31.2%vs benchmark 14.3%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ILMN revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-28 revenue was $1.2B, +9.4% YoY.

The largest segment is Sequencing, 90.9% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Sequencing segment (about 82% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Illumina Inc

Per SEC N-PORT · 2026-04-30 · by weight · factual

ARKKARK Innovation ETF
1.20%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.04%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.03%

ILMN on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Biotech & Health average
See full ILMN analysis →

Peers · Biotech & Health

ILMN FAQ

What is Illumina Inc (ILMN)?

Illumina. The world's No. 1 in next-generation gene-sequencing equipment. It provides core infrastructure for the precision-medicine and genetic-diagnostics markets.

What sector is Illumina Inc in?

Illumina Inc is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.

What are Illumina Inc's key financials?

As of Jun 28, 2026 in SEC filings: Revenue growth (YoY) 4.9%, Operating margin 21.1%, Net margin 18.4%, ROE 31.2%. Definitions and interpretation are available on Stocklore.

What are Illumina Inc's main revenue segments?

The largest segment is Sequencing, about 90.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Illumina Inc (ILMN) stock?

On Stocklore you can see ILMN's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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