Free · no sign-up · Q2 2026

Which funds own ILMN

Illumina Inc in the Q2 2026 filings. At least 7 of the 91 current managers on file reported a position, worth $4.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 6 managers trimmed or sold out against 1 buying.

Managers holding: 7; at least, of 91 current
Combined value: $4.3bn; as reported
Opened: 1; new this quarter
Added to: 0; already held
Trimmed or sold out: 6; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Capital World Investors Long-only · $846bn book	$2.7bn	0.3%	15,425,298	+$796m-124,662	Trimmed
AQR Capital Management LLC Quantitative · $287bn book	$623m	0.2%	3,544,465	+$133m-436,615	Trimmed
Janus Henderson Group Ltd Long-only · $245bn book	$359m	0.1%	2,039,763	+$100m-60,875	Trimmed
Baillie Gifford & Co Long-only · $110bn book	$235m	0.2%	1,335,846	+$46m-199,260	Trimmed
ARK Investment Management LLC Long-only · $15.4bn book	$184m	1.2%	1,045,010	+$45m-84,449	Trimmed
Renaissance Technologies LLC Quantitative · $72.6bn book	$145m	0.2%	826,642	+$26m-146,000	Trimmed
Winton Group Ltd Quantitative · $3.1bn book	$6.0m	0.2%	34,357	opened34,357	New

Ownership through time

At least 13 of the 95 managers whose filings are on file listed ILMN in Q2 2026, against 15 in Q2 2013. The same number as in Q1 2026: 2 started positions; 2 listed it again; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Artisan Partners LP$29m
Winton Group Ltd$6.0m

Largest increases, by shares

MFS Investment Management1,023,722 to 1,744,209 shares+$127m
Artisan Partners LPnew: 167,691 shares+$29m
Arrowstreet Capital LP399,336 to 468,602 shares+$12m
Winton Group Ltdnew: 34,357 shares+$6.0m

Largest decreases, by shares

AQR Capital Management LLC3,981,080 to 3,544,465 shares-$77m
Baillie Gifford & Co1,535,106 to 1,335,846 shares-$35m
AllianceBernstein LP1,091,559 to 881,041 shares-$26m
Renaissance Technologies LLC972,642 to 826,642 shares-$26m
Capital World Investors15,549,960 to 15,425,298 shares-$22m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Capital World Investors	Q4 2015	$2.7bn	$2.7bn
Fidelity (FMR LLC)	Q2 2013	$1.7bn	$795m
AQR Capital Management LLC	Q4 2014	$623m	$623m
Janus Henderson Group Ltd	Q4 2013	$1.0bn	$359m
Wellington Management Group LLP	Q2 2013	$1.8bn	$319m
MFS Investment Management	Q2 2013	$546m	$308m
Baillie Gifford & Co	Q2 2013	$10.0bn	$235m
ARK Investment Management LLC	Q4 2016	$344m	$184m
Renaissance Technologies LLC	Q1 2014	$172m	$145m
AllianceBernstein LP	Q2 2013	$884m	$109m
Arrowstreet Capital LP	Q2 2017	$235m	$82m
Artisan Partners LP	Q2 2013	$816m	$29m
Winton Group Ltd	Q2 2017	$31m	$6.0m
Capital Research Global Investors	Q2 2013	$3.5bn	last listed Q1 2022
Viking Global Investors LP	Q4 2013	$1.6bn	last listed Q3 2021
Lone Pine Capital LLC	Q1 2015	$1.2bn	last listed Q4 2019
Polen Capital Management LLC	Q3 2020	$1.2bn	last listed Q4 2023
T. Rowe Price Associates Inc	Q2 2013	$1.1bn	last listed Q2 2023
Invesco Ltd	Q4 2013	$985m	last listed Q1 2026
Citadel Advisors LLC	Q1 2017	$279m	last listed Q1 2024
Two Sigma Advisers LP	Q1 2014	$267m	last listed Q4 2024
Two Sigma Investments LP	Q1 2014	$208m	last listed Q1 2025
Millennium Management LLC	Q2 2013	$191m	last listed Q3 2024

What ILMN is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around ILMN →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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