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ILMN · Illumina, Inc.
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ILMN Illumina (ILMN) Insider Trading, Ownership & Congress Trades

Medical Devices · Laboratory analytical instruments · CIK 0001110803
Congress · 2Form 144 · 8
Insider buyers, 180 days
0
Funds added, last quarter
467
13F, latest reported quarter

What the filings say about ILMN

Insiders, 180 days
-$592.3M net sold
5 sellers · 1% of sales under a 10b5-1 plan
Congress, 1 year
2 bought · 1 sold
Latest: purchase, 2026-02-10
Planned sales (Form 144), 90 days
$436.8M
8 notices

Illumina insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, ILLUMINA, INC. insiders sold a net $592.3M of stock across 198 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
SELL
2026-09-04 SEC
7,500
$1.6M
+27.7%
Context
  • 90 earlier Form 4 trades (code P or S) here by this insider (90 sales), the last on Sep 3, 2026.
  • The trade is 0.9% of the 882,351 shares held after it.
  • 1 other insider sold within 30 days.
  • 467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $1.6M of ILMN on Sep 4, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
SELL
2026-09-04 SEC
100,650
$22.0M
+27.7%
Context
  • 90 earlier Form 4 trades (code P or S) here by this insider (90 sales), the last on Sep 3, 2026.
  • The trade is 12.9% of the 781,701 shares held after it.
  • 1 other insider sold within 30 days.
  • 467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $22.0M of ILMN on Sep 4, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
SELL
2026-09-04 SEC
11,351
$2.5M
+27.7%
Context
  • 90 earlier Form 4 trades (code P or S) here by this insider (90 sales), the last on Sep 3, 2026.
  • The trade is 1.5% of the 770,350 shares held after it.
  • 1 other insider sold within 30 days.
  • 467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $2.5M of ILMN on Sep 4, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
SELL
2026-09-04 SECtraded 2026-09-03
8,439
$1.8M
+27.7%
Context
  • 83 earlier Form 4 trades (code P or S) here by this insider (83 sales), the last on Sep 2, 2026.
  • The trade is 0.9% of the 957,363 shares held after it.
  • 1 other insider sold within 30 days.
  • 467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $1.8M of ILMN on Sep 3, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
SELL
2026-09-04 SECtraded 2026-09-03
13,261
$2.9M
+27.7%
Context
  • 83 earlier Form 4 trades (code P or S) here by this insider (83 sales), the last on Sep 2, 2026.
  • The trade is 1.4% of the 944,102 shares held after it.
  • 1 other insider sold within 30 days.
  • 467 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Meister Keith A. sold about $2.9M of ILMN on Sep 3, 2026; 1 other insider sold within 30 days and 467 funds added in the latest 13F quarter.
198 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 193 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$592.3M over 180 days
-$436.5M over 90 days
below 99% of Medical Devices
Congress
2 members bought in the last year
more than 81% of Medical Devices
Funds
467 funds bought in last quarter
more than 94% of Medical Devices
Revenue
-0.7% year over year
below 79% of Medical Devices
Margin
19.6% net margin
more than 93% of Medical Devices
Buybacks
$370.0M repurchased, FY to 2026-06-28
more than 81% of Medical Devices
Short interest
6.3% of the float short (float per yahoo 2026-10-26) · 1.6 days to cover · settled 2026-09-30
more than 72% of Medical Devices
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch ILMN

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+177.1%12M
-2%+66%+134%+202%2025-102025-122026-022026-042026-062026-082026-10 2026-08-04 · Meister Keith A. sold $33.0M2026-08-21 · Meister Keith A. sold $29.2M2026-08-05 · Meister Keith A. sold $23.7M2026-05-13 · Meister Keith A. sold $23.2M2026-09-04 · Meister Keith A. sold $22.0M2026-08-25 · Meister Keith A. sold $20.9M2026-08-21 · Meister Keith A. sold $19.0M2026-05-28 · Meister Keith A. sold $16.3M2026-08-20 · Meister Keith A. sold $15.3M2026-05-29 · Meister Keith A. sold $15.3M2026-06-01 · Meister Keith A. sold $14.4M2026-08-04 · Meister Keith A. sold $13.8M2026-08-04 · Meister Keith A. sold $13.6M2026-08-05 · Meister Keith A. sold $13.5M2026-08-27 · Meister Keith A. sold $12.4M2026-09-02 · Meister Keith A. sold $12.3M2026-08-26 · Meister Keith A. sold $12.0M2026-08-19 · Meister Keith A. sold $11.7M2026-06-01 · Meister Keith A. sold $11.4M2026-05-28 · Meister Keith A. sold $11.3M2026-08-05 · Meister Keith A. sold $10.4M2026-05-29 · Meister Keith A. sold $10.3M2026-06-01 · Meister Keith A. sold $10.1M2026-08-04 · Meister Keith A. sold $9.8M2026-08-20 · Meister Keith A. sold $9.1M2026-08-25 · Meister Keith A. sold $8.6M2026-08-26 · Meister Keith A. sold $8.6M2026-05-13 · Meister Keith A. sold $7.8M2026-05-14 · Meister Keith A. sold $7.6M2026-08-04 · Meister Keith A. sold $7.5M2026-08-20 · Meister Keith A. sold $7.2M2026-08-04 · Meister Keith A. sold $7.0M2026-08-27 · Meister Keith A. sold $6.6M2026-08-20 · Meister Keith A. sold $6.3M2026-08-05 · Meister Keith A. sold $6.1M2026-05-28 · Meister Keith A. sold $5.9M2026-08-27 · Meister Keith A. sold $5.6M2026-08-04 · Meister Keith A. sold $5.5M2026-08-20 · Meister Keith A. sold $5.0M2026-08-20 · Meister Keith A. sold $4.6M2026-08-19 · Meister Keith A. sold $4.0M2026-08-20 · Meister Keith A. sold $4.0M2026-09-04 · Corvex Management LP filed to sell $32.0M2026-08-27 · Corvex Management LP filed to sell $45.0M2026-08-25 · Corvex Management LP filed to sell $67.0M2026-08-21 · Corvex Management LP filed to sell $53.3M2026-08-20 · Corvex Management LP filed to sell $72.8M2026-08-18 · JAKOB WEDEL filed to sell $199.5K2026-08-04 · Corvex Management LP filed to sell $166.5M2026-07-30 · SCOTT DAVIES filed to sell $119.8K2026-06-25 · FRANCES ARNOLD filed to sell $363.0K2026-06-25 · SCOTT DAVIES filed to sell $107.7K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns ILMN: institutional holders (13F)

13F holdings, latest reported quarter
19,191,398 sh
$3.4B
$2.7B
6,507,288 sh
$1.1B

Congress trades in ILMN

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-02-10 · disclosed 27 days later
$1,001 - $15,000
Sold 2025-10-31 · disclosed 21 days later
$1,001 - $15,000
Sold 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-06-09 · disclosed 65 days later
$1,001 - $15,000

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

ILMN planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Corvex Management LP
Filed 2026-09-04
$32.0M
Corvex Management LP
Filed 2026-08-27
$45.0M
Corvex Management LP
Filed 2026-08-25
$67.0M
Corvex Management LP
Filed 2026-08-21
$53.3M
Corvex Management LP
Filed 2026-08-20
$72.8M

ILMN mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Global X Genomics & Biotechnology ETF
$2.7M position · as of 2026-05-31
4.8%
ARK Genomic Revolution ETF
$73.8M position · as of 2026-07-31
4.7%
Spyglass Growth Fund
$43.4M position · as of 2026-06-30
4.3%
Invesco S&P MidCap Quality ETF
$229.4M position · as of 2026-07-31
4.2%
ALGER HEALTH SCIENCES FUND
$3.0M position · as of 2026-07-31
4.0%
First Trust NYSE Arca Biotechnology Index Fund
$110.4M position · as of 2026-06-30
3.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Jacob Thaysen
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$14.8M
$17.7M
$5.4M
-63%
-8%
2022
$26.8M
-$10.1M
$5.8M
-45%
-11%
2021
$14.3M
$36.7M
$8.0M
+3%
-1%
2020
$11.7M
-$208.2K
$3.6M
+11%
+25%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $592.3M sold by insiders over 180 days, 467 funds added last quarter, 2 House member(s) bought in 12 months, disclosed weeks after the trade, $436.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

ILMN financials

Revenue growth
-0.7%
XBRL, annual
Net margin
19.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$4.5B
four quarters, 2025-06-30 to 2026-06-28
Net margin, TTM
+18.4%
net income over revenue, 2025-06-30 to 2026-06-28
Free cash flow, TTM
$931.0M
operating cash flow minus capex, 2025-06-30 to 2026-06-28
Debt to equity
0.18x
long-term 2023-01-01 (42 months older than the period end) plus current 2022-04-03 (51 months older than the period end); equity 2026-06-28
Cash flow to debt
2.19x
TTM operating cash flow over long-term 2023-01-01 (42 months older than the period end) plus current 2022-04-03 (51 months older than the period end)
Return on equity
+32.4%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on assets
+13.0%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on invested capital
+38.5%
operating income after a 18.6% effective tax rate, over long-term 2023-01-01 (42 months older than the period end) plus current 2022-04-03 (51 months older than the period end) plus average of 2025-06-29 and 2026-06-28 minus cash
Return on capital employed
+18.2%
operating income (EBIT proxy) over average of 2025-06-29 and 2026-06-28 minus current liabilities
P/E, trailing
50.26x
close 2026-10-23 over four quarters of diluted EPS, 2025-06-30 to 2026-06-28
Enterprise value
$40.0B
market value at close 2026-10-23 on 2026-07-24 shares, plus long-term 2023-01-01 (42 months older than the period end) plus current 2022-04-03 (51 months older than the period end), minus cash 2018-12-30
FCF yield
+2.3%
TTM free cash flow over market value at close 2026-10-23
PEG, trailing
n/a
trailing EPS growth -32%, PEG needs growth
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122023-01
Revenue$4.3B$4.4B$4.5B$4.6B
Gross profit$2.9B$2.9B$2.7B$3.0B
Operating income$807.0M-$833.0M-$1.1B-$4.2B
Net income$850.0M-$1.2B-$1.2B-$4.4B
EPS (diluted)5.45-7.69-7.34-28.00
Operating cash flow$1.1B$837.0M$478.0M$392.0M
Long-term debtn/an/an/a$0
Buybacks$742.0M$116.0M$0$0
SEC XBRL, fiscal years, as known on 2026-10-27

ILMN Stock Sonar score 6/7 axes

Find similar shapesCompare

ILMN ranks highest on profitability (95th percentile) and institutional and government (88th), and lowest on insider conviction (1st), among Medical Devices peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
95
Inputs
  • Return on equity+32.4% · 94 pct, sector of 183
  • Return on assets+13.0% · 92 pct, sector of 214
  • Return on invested capital+38.5% · 100 pct, sector of 36
  • Return on capital employed+18.2% · 94 pct, sector of 188
Financial health
77
Inputs
  • Debt to equity0.18x · 61 pct, sector of 159
  • Cash flow to debt2.19x · 93 pct, sector of 150
Growth
45
Inputs
  • Revenue growth, YoY-0.7% · 21 pct, sector of 219
  • Backlog growth, YoY+16.0% · 69 pct, sector of 37
Insider conviction
0
Inputs
  • Net Form 4 buying (codes P and S), 180d-$592.1M · 1 pct, sector of 140
  • Insider buyers, 180d0 · 0 pct, sector of 142
Institutional and government
88
Inputs
  • Funds adding, latest quarter467 · 94 pct, sector of 191
  • Congress net buyers, 365d1 · 73 pct, universe of 719
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$2.4M · 96 pct, sector of 50
Risk and compliance
36
Inputs
  • Short interest, % of float+6.3% · 40 pct, sector of 240
  • Recalls per $1B revenue, 3y0.46 per $1B · 32 pct, sector of 116
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

ILMN filings, in plain words

Are Illumina insiders buying or selling ILMN?

In the 180 days to 2026-10-27, Illumina insiders were net sellers, a net $592.3M across purchases and sales reported on Form 4, by 5 sellers.

Have members of Congress traded ILMN?

Yes. In the year to 2026-10-27, 2 House members disclosed buying ILMN and 1 House member disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-02-10.

Are there planned insider sales of ILMN?

Yes. 8 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $436.8M of stock; the latest, by Corvex Management LP, was filed 2026-09-04.

Read the full summary

In the 180 days to 2026-10-27, Illumina insiders were net sellers of ILMN, a net $592.3M across purchases and sales reported on Form 4 by 5 sellers. 1% of the 108 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 2 members of Congress disclosed buying ILMN and 1 member disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-02-10. Insiders filed 8 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $436.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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