This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ILMN/capital-change-brief"
Use Arkolith's capital_change_brief for ILMN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.3B | 19.0M | ▲+3.8% Added · +702K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $841.1M | 6.8M | ▲New +6.8M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $812.9M | 6.6M | ▲New +6.6M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $792.5M | 6.4M | ▲+3.9% Added · +239K sh | Q1 2026 | |
| 5 | AQR CAPITAL MANAGEMENT LLC | $490.7M | 4.0M | ▼−10% Reduced · −445K sh | Q1 2026 | |
| 6 | Corvex Management LP | $472.0M | 3.8M | —Held | Q1 2026 | |
| 7 | Sessa Capital IM, L.P. | $403.8M | 3.3M | ▼−3.8% Reduced · −128K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $375.1M | 3.1M | ▲+6.3% Added · +182K sh | Q1 2026 | |
| 9 | LOOMIS SAYLES & CO L P | $362.8M | 2.9M | ▼−29% Reduced · −1.2M sh | Q1 2026 | |
| 10 | JANUS HENDERSON GROUP PLC | $258.9M | 2.1M | ▲+1.4% Added · +29K sh | Q1 2026 | |
| 11 | Southpoint Capital Advisors LP | $258.8M | 2.1M | ▲+20% Added · +350K sh | Q1 2026 | |
| 12 | PRIMECAP MANAGEMENT CO/CA/ | $254.8M | 2.1M | ▲+3.9% Added · +78K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $227.2M | 1.8M | ▼−27% Reduced · −685K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $194.5M | 1.6M | ▲+2.3% Added · +35K sh | Q1 2026 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $192.7M | 1.6M | ▼−1.5% Reduced · −24K sh | Q1 2026 | |
| 16 | FMR LLC | $190.7M | 1.5M | ▼−8.7% Reduced · −147K sh | Q1 2026 | |
| 17 | Senvest Management, LLC | $190.4M | 1.5M | ▲+10% Added · +143K sh | Q1 2026 | |
| 18 | BAILLIE GIFFORD & CO | $189.2M | 1.5M | ▼−5.6% Reduced · −92K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $186.9M | 1.5M | ▼−18% Reduced · −326K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $184.9M | 1.5M | ▼−7.6% Reduced · −123K sh | Q1 2026 | |
| 21 | UBS Group AG | $143.3M | 1.2M | ▼−24% Reduced · −360K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $142.5M | 1.2M | ▼−4.4% Reduced · −53K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $141.7M | 1.1M | ▲+1.9% Added · +21K sh | Q1 2026 | |
| 24 | ARK Investment Management LLC | $139.2M | 1.1M | ▼−27% Reduced · −411K sh | Q1 2026 | |
| 25 | ALLIANCEBERNSTEIN L.P. | $143.2M | 1.1M | ▲+361% Added · +855K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Meister Keith A. | Director | Grant (A) | 142 | $21K |
| Jun 30, 2026 | Ullem Scott B. | Director | Grant (A) | 167 | $25K |
| Jun 25, 2026 | Davies Scott M | Chief Legal Officer | Sell (S) | 615 | $111K |
| Jun 16, 2026 | Skovronsky Daniel | Director | Grant (A) | 2K | $275K |
| Jun 5, 2026 | Leckman Patricia | SVP, Chief People Officer | Sell (S) | 290 | $47K |
| Jun 5, 2026 | Leckman Patricia | SVP, Chief People Officer | Sell (S) | 374 | $61K |
| Jun 5, 2026 | Leckman Patricia | SVP, Chief People Officer | Sell (S) | 78 | $13K |
| Jun 5, 2026 | Leckman Patricia | SVP, Chief People Officer | Sell (S) | 39 | $6K |
| Jun 5, 2026 | Leckman Patricia | SVP, Chief People Officer | Sell (S) | 2 | $336 |
| Jun 2, 2026 | Leckman Patricia | SVP, Chief People Officer | Sell (S) | 176 | $28K |
| Jun 2, 2026 | Leckman Patricia | SVP, Chief People Officer | Sell (S) | 318 | $52K |
| Jun 2, 2026 | Leckman Patricia | SVP, Chief People Officer | Sell (S) | 290 | $47K |
| Company | Co-held by | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 273 funds | $114.3B |
| MICROSOFT CORPMSFT | 272 funds | $271.8B |
| AMAZON.COM INCAMZN | 272 funds | $211.9B |
| NVIDIA CORPNVDA | 268 funds | $389.1B |
| ALPHABET INC-CL AGOOGL | 266 funds | $173.3B |
| APPLE INCAAPL | 264 funds | $281.0B |
| ELI LILLY & COLLY | 264 funds | $79.5B |
| BROADCOM INCAVGO | 263 funds | $148.4B |
| MASTERCARD INC - AMA | 263 funds | $54.9B |
| VISA INC-CLASS A SHARESV | 259 funds | $59.7B |
| ALPHABET INC-CL CGOOG | 258 funds | $122.7B |
| NETFLIX INCNFLX | 258 funds | $47.2B |
Ranked by how many of ILMN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ILMN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.