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Takeda Pharmaceutical Co Ltd

TAK
Exchange
NYSE
Industry
Pharmaceutical Preparations
SEC CIK
0001395064

In the last 90 days, Takeda Pharmaceutical Co Ltd insiders filed 0 open-market purchases and 19 sales; 379 institutions reported holding it in 13F filings for Q2 2026, worth $1.67B in total; no superinvestor holds it.

Other share classesTKPHF

13F holders, Q3 2023

Institutional positions in Takeda Pharmaceutical Co Ltd as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
313
+8 vs. Q2 2023
Shares held
80.4M
−3.37M (−4.0%) vs. Q2 2023
Total value
$1.24B
−$73.7M (−5.6%) vs. Q2 2023
New holders
39
111 more added
Sold out
31
92 more reduced

7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TAK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 313 institutions
Q1 2021: 317 institutionsQ2 2021: 305 institutionsQ3 2021: 294 institutionsQ4 2021: 299 institutionsQ1 2022: 287 institutionsQ2 2022: 283 institutionsQ3 2022: 276 institutionsQ4 2022: 282 institutionsQ1 2023: 301 institutionsQ2 2023: 312 institutionsQ3 2023: 313 institutionsQ4 2023: 307 institutionsQ1 2024: 313 institutionsQ2 2024: 285 institutionsQ3 2024: 300 institutionsQ4 2024: 303 institutionsQ1 2025: 311 institutionsQ2 2025: 318 institutionsQ3 2025: 332 institutionsQ4 2025: 350 institutionsQ1 2026: 362 institutionsQ2 2026: 379 institutions
Value heldQ3 2023: $1.24B
Q1 2021: $1.96BQ2 2021: $1.60BQ3 2021: $1.51BQ4 2021: $1.04BQ1 2022: $802.5MQ2 2022: $800.0MQ3 2022: $828.9MQ4 2022: $1.06BQ1 2023: $1.38BQ2 2023: $1.32BQ3 2023: $1.24BQ4 2023: $1.19BQ1 2024: $1.09BQ2 2024: $940.7MQ3 2024: $1.02BQ4 2024: $953.7MQ1 2025: $1.06BQ2 2025: $1.20BQ3 2025: $1.25BQ4 2025: $1.31BQ1 2026: $1.82BQ2 2026: $1.67B
Institutions holding TAK and their total value by quarter
QuarterHoldersValue
Q2 2026379$1.67B
Q1 2026362$1.82B
Q4 2025350$1.31B
Q3 2025332$1.25B
Q2 2025318$1.20B
Q1 2025311$1.06B
Q4 2024303$953.7M
Q3 2024300$1.02B
Q2 2024285$940.7M
Q1 2024313$1.09B
Q4 2023307$1.19B
Q3 2023313$1.24B
Q2 2023312$1.32B
Q1 2023301$1.38B
Q4 2022282$1.06B
Q3 2022276$828.9M
Q2 2022283$800.0M
Q1 2022287$802.5M
Q4 2021299$1.04B
Q3 2021294$1.51B
Q2 2021305$1.60B
Q1 2021317$1.96B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Takeda Pharmaceutical Co Ltd; share changes are against Q2 2023.

Institutions holding TAK in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC5$00.00%−895−99.4%Reduced
Coppell Advisory Solutions LLC4$620.00%+4New
Tucker Asset Management LLC5$770.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC15$2320.00%00.0%Unchanged
Cornerstone Planning Group LLC18$2780.00%+18New
AdvisorNet Financial, Inc20$3090.00%00.0%Unchanged
Beacon Capital Management, LLC23$3610.00%00.0%Unchanged
Clearstead Advisors, LLC25$3870.00%00.0%Unchanged
Farmers & Merchants Investments Inc50$7740.00%00.0%Unchanged
Hibernia Wealth Partners, LLC50$7740.00%+50New
Financial Management Professionals, Inc.78$1.00K0.00%−108−58.1%Reduced
True Wealth Design, LLC68$1.05K0.00%00.0%Unchanged
Gould Capital, LLC70$1.07K0.00%00.0%Unchanged
Whittier Trust Co70$1.08K0.00%−50−41.7%Reduced
JJJ Advisors Inc.72$1.11K0.00%−370−83.7%Reduced
Bourgeon Capital Management LLC79$1.22K0.00%+79New
Sanctuary Wealth Management, L.L.C.84$1.30K0.00%00.0%Unchanged
RFP Financial Group LLC88$1.36K0.00%00.0%Unchanged
West Branch Capital LLC93$1.44K0.00%00.0%Unchanged
Northwest Capital Management Inc100$1.55K0.00%00.0%Unchanged
Venturi Wealth Management, LLC100$1.55K0.00%+100New
Geneos Wealth Management Inc.110$1.70K0.00%+5+4.8%Added
TFC Financial Management114$1.76K0.00%+114New
TD Private Client Wealth LLC115$1.78K0.00%00.0%Unchanged
Abound Wealth Management120$1.85K0.00%00.0%Unchanged
Benjamin Edwards Inc151$2.00K0.00%00.0%Unchanged
Bollard Group LLC152$2.00K0.00%00.0%Unchanged
CNB Bank140$2.17K0.00%00.0%Unchanged
Spire Wealth Management142$2.20K0.00%00.0%Unchanged
Old Second National Bank of Aurora145$2.24K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.145$2.24K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC145$2.24K0.00%+145New
Bogart Wealth, LLC161$2.49K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC188$2.56K0.00%00.0%Unchanged
Bangor Savings Bank186$2.88K0.00%00.0%Unchanged
Bessemer Group Inc167$3.00K0.00%−1,050−86.3%Reduced
First Manhattan Co199$3.08K0.00%+105+111.7%Added
Delta Asset Management LLC201$3.11K0.00%00.0%Unchanged
Headinvest, LLC221$3.38K0.00%+221New
Colonial Trust Co221$3.38K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.221$3.42K0.00%00.0%Unchanged
PFS Partners, LLC227$3.51K0.00%00.0%Unchanged
IMA Wealth, Inc.251$3.88K0.00%00.0%Unchanged
Coston, McIsaac & Partners266$4.00K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC260$4.02K0.00%00.0%Unchanged
Proequities, Inc.271$4.19K0.00%00.0%Unchanged
Raffa Wealth Management, LLC273$4.22K0.00%00.0%Unchanged
Archer Investment Corp297$4.59K0.00%00.0%Unchanged
Tortoise Investment Management, LLC300$4.64K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.334$5.17K0.00%+2+0.6%Added
Colonial Trust Advisors353$5.46K0.00%00.0%Unchanged
IFP Advisors, Inc366$5.66K0.00%−995−73.1%Reduced
TCTC Holdings, LLC372$5.75K0.00%00.0%Unchanged
First Horizon Advisors, Inc.387$5.99K0.00%+84+27.7%Added
GW&K Investment Management, LLC385$6.00K0.00%00.0%Unchanged
Motco401$6.20K0.00%−160−28.5%Reduced
Bokf, NA458$6.23K0.00%+458New
Column Capital Advisors, LLC412$6.37K0.00%00.0%Unchanged
Bell Investment Advisors, Inc421$6.51K0.00%+33+8.5%Added
Private Trust Co NA451$6.98K0.00%00.0%Unchanged
Front Row Advisors LLC460$7.12K0.00%00.0%Unchanged
Zions Bancorporation, N.A.469$7.25K0.00%−83−15.0%Reduced
Piscataqua Savings Bank518$8.01K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC521$8.06K0.00%−114−18.0%Reduced
Manchester Capital Management LLC665$10.3K0.00%−53−7.4%Reduced
HHM Wealth Advisors, LLC674$10.4K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC687$10.6K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC753$12.0K0.01%00.0%Unchanged
HM Payson & Co789$12.2K0.00%+503+175.9%Added
Steward Partners Investment Advisory, LLC794$12.3K0.00%+75+10.4%Added
BNP Paribas Arbitrage, SA795$12.3K0.00%−1,986−71.4%Reduced
Farther Finance Advisors, LLC801$12.4K0.00%+733+1,077.9%Added
Nuveen Asset Management, LLC932$14.4K0.00%+932New
WR Wealth Planners, LLC950$14.7K0.01%+52+5.8%Added
JFS Wealth Advisors, LLC965$14.9K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd971$15.0K0.00%00.0%Unchanged
Gradient Investments LLC978$15.1K0.00%+500+104.6%Added
Montag A & Associates Inc1,153$17.8K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC1,263$20.0K0.01%+1,263New
Cranbrook Wealth Management, LLC1,313$20.3K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC1,432$22.1K0.00%+167+13.2%Added
Financial Perspectives, Inc1,437$22.2K0.01%00.0%Unchanged
Umb Bank N A1,524$23.6K0.00%−1,200−44.1%Reduced
SRS Capital Advisors, Inc.1,532$23.7K0.00%−32−2.0%Reduced
Barclays PLC1,580$24.4K0.00%−50,256−97.0%Reduced
Harbour Investments, Inc.1,606$24.8K0.00%−33−2.0%Reduced
Centennial Bank1,882$29.1K0.02%00.0%Unchanged
Fifth Third Bancorp1,934$29.9K0.00%−532−21.6%Reduced
Atlas Capital Advisors LLC2,030$31.4K0.01%−2,262−52.7%Reduced
Baldwin Brothers Inc2,035$31.5K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.2,039$31.5K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)2,124$32.9K0.00%−242−10.2%Reduced
Highlander Capital Management, LLC2,144$33.0K0.01%+2,144New
Smithfield Trust Co2,214$34.0K0.00%00.0%Unchanged
Glassman Wealth Services2,205$34.1K0.01%+383+21.0%Added
AXA S.A.2,235$34.6K0.00%00.0%Unchanged
Nemes Rush Group LLC2,721$42.1K0.01%00.0%Unchanged
Financial Avengers, Inc.2,856$44.2K0.03%+2,856New
Lindbrook Capital, LLC2,891$44.7K0.01%−2,852−49.7%Reduced
Huntington National Bank2,906$45.0K0.00%+334+13.0%Added