Illumina, Inc.: which funds bought and sold

Institutions that bought and sold Illumina shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 451 institutions that filed 13F reports for both quarters added to or opened positions in Illumina, and 395 cut or closed them. Together they sold a net 987K shares, −0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.0M shares (−1.7%); index fund managers were net sellers of 266K shares (−0.6%). 151 opened a new position and 64 sold out entirely.

Bought, Q2 2026 451 institutions, 151 of them new holders Sold, Q2 2026 395 institutions, 64 of them sold out

Net change, all compared −987K shares (−0.6%)

Net change, active managers −1.0M shares (−1.7%), 39 bought, 39 sold

Buyers versus sellers

institutions compared, 985

451 bought 139 395 sold

Active managers and hedge funds 39 bought · 39 sold · −1.0M

Index fund managers 5 bought · 7 sold · −266K

Other institutions 407 bought · 349 sold · +297K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+3.0M +192.4%	4.5M	$795M
Primecap Management Co Active manager	+1.4M +70.0%	3.5M	$618M
AGF Management Ltd	+1.4M New position	1.4M	$240M
Wellington Management Group LLP Active manager	+1.2M +190.1%	1.8M	$319M
Massachusetts Financial Services Co Active manager	+720K +70.4%	1.7M	$308M
Pointstate Capital LP Hedge fund	+714K +480.4%	862K	$152M
Jane Street Group, LLC	+364K +4431.0%	373K	$65.5M
WCM Investment Management, LLC Active manager	+284K +4.8%	6.2M	$1.1B
Alyeska Investment Group, L.P. Hedge fund	+275K +89.9%	582K	$102M
National Pension Service	+263K +246.7%	370K	$65M
Robeco Institutional Asset Management B.V.	+239K +346.5%	308K	$54.1M
Goldman Sachs Group Inc	+237K +31.5%	993K	$175M
Assenagon Asset Management S.A.	+231K +477.2%	280K	$49.2M
Nomura Asset Management International Inc.	+193K +215.7%	282K	$49.7M
Chevy Chase Trust Holdings, LLC	+190K +35.3%	728K	$128M
Howard Capital Management, LLC	+176K New position	176K	$31M
First Trust Advisors LP	+173K +23.5%	907K	$160M
Bank Of New York Mellon Corp	+171K +11.4%	1.7M	$294M
Pfa Pension, Forsikringsaktieselskab	+171K New position	171K	$30.1M
Blackrock, Inc. Index funds	+168K +0.9%	19.2M	$3.4B

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+3.0M +192.4%	4.5M	$795M
Primecap Management Co Active manager	+1.4M +70.0%	3.5M	$618M
Wellington Management Group LLP Active manager	+1.2M +190.1%	1.8M	$319M
Massachusetts Financial Services Co Active manager	+720K +70.4%	1.7M	$308M
Pointstate Capital LP Hedge fund	+714K +480.4%	862K	$152M
WCM Investment Management, LLC Active manager	+284K +4.8%	6.2M	$1.1B
Alyeska Investment Group, L.P. Hedge fund	+275K +89.9%	582K	$102M
Artisan Partners Limited Partnership Active manager	+168K New position	168K	$29.5M
Spyglass Capital Management LLC Hedge fund	+134K +41.1%	459K	$80.7M
Jennison Associates LLC Active manager	+103K +53.9%	295K	$51.9M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Sessa Capital Im, L.P. Hedge fund	−2.2M −65.9%	1.1M	$197M
Southpoint Capital Advisors LP Hedge fund	−1.7M −81.0%	400K	$70.3M
Loomis Sayles & Co L P Active manager	−1.0M −34.4%	1.9M	$340M
Corvex Management LP Hedge fund	−999K −26.1%	2.8M	$498M
Invesco Ltd.	−663K −25.0%	2.0M	$351M
Senvest Management, LLC	−536K −34.7%	1.0M	$177M
PGGM Investments	−459K −46.3%	532K	$93.5M
Pacer Advisors, Inc.	−458K −96.4%	17K	$3M
AQR Capital Management LLC Hedge fund	−437K −11.0%	3.5M	$623M
Marshall Wace, LLP Hedge fund	−402K −79.7%	102K	$18M
Samlyn Capital, LLC Hedge fund	−326K Sold out	0	—
UBS Group AG	−322K −27.7%	841K	$148M
Ilex Capital Partners (UK) LLP	−316K −52.2%	289K	$50.8M
Meridiem Capital Partners LP	−313K Sold out	0	—
Triple Frond Partners LLC	−306K Sold out	0	—
Jupiter Asset Management Ltd Active manager	−247K −22.7%	841K	$148M
Federated Hermes, Inc. Active manager	−241K −29.5%	576K	$101M
Braidwell LP Hedge fund	−229K Sold out	0	—
Vaughan Nelson Investment Management, L.P. Active manager	−226K −26.2%	638K	$112M
Woodline Partners LP Hedge fund	−215K −82.1%	47K	$8.3M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Sessa Capital Im, L.P. Hedge fund	−2.2M −65.9%	1.1M	$197M
Southpoint Capital Advisors LP Hedge fund	−1.7M −81.0%	400K	$70.3M
Loomis Sayles & Co L P Active manager	−1.0M −34.4%	1.9M	$340M
Corvex Management LP Hedge fund	−999K −26.1%	2.8M	$498M
AQR Capital Management LLC Hedge fund	−437K −11.0%	3.5M	$623M
Marshall Wace, LLP Hedge fund	−402K −79.7%	102K	$18M
Samlyn Capital, LLC Hedge fund	−326K Sold out	0	—
Jupiter Asset Management Ltd Active manager	−247K −22.7%	841K	$148M
Federated Hermes, Inc. Active manager	−241K −29.5%	576K	$101M
Braidwell LP Hedge fund	−229K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
AGF Management Ltd	1.4M	$240M
Howard Capital Management, LLC	176K	$31M
Pfa Pension, Forsikringsaktieselskab	171K	$30.1M
Artisan Partners Limited PartnershipActive manager	168K	$29.5M
HRT Financial LP	138K	$24.3M
Zurich Insurance Group Ltd	102K	$18M
Kingdon Capital Management, L.L.C.	98K	$17.2M
Clough Capital Partners L PHedge fund	96K	$16.8M
Armistice Capital, LLCHedge fund	91K	$16M
Erste Asset Management Gmbh	73K	$13.2M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Samlyn Capital, LLCHedge fund	326K	$40.2M
Meridiem Capital Partners LP	313K	$38.6M
Triple Frond Partners LLC	306K	$37.8M
Braidwell LPHedge fund	229K	$28.3M
Connor, Clark & Lunn Investment Management Ltd.	203K	$25M
Parkman Healthcare Partners LLC	110K	$13.6M
Susquehanna Portfolio Strategies, LLC	104K	$12.9M
Capital Fund Management S.A.Hedge fund	75K	$9.2M
Nan Shan Life Insurance Co., Ltd.	37K	$4.6M
Quinn Opportunity Partners LLC	22K	$2.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 932
Ten largest holders: 48.0%
Index fund managers: 29.1%
Active managers and hedge funds: 36.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	39	39	11	8	−1.0M	−1.7%
Index fund managers	5	7	0	0	−266K	−0.6%
Other institutions	407	349	140	56	+297K	+0.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Illumina.

Only managers that filed a holdings report for both quarters are compared (985 here). 25 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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