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, Q4 2023
Institutional positions in Takeda Pharmaceutical Co Ltd as of Dec 31, 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
- 307
- +2 vs. Q3 2023
- Shares held
- 83.4M
- +3.19M (+4.0%) vs. Q3 2023
- Total value
- $1.19B
- −$48.8M (−3.9%) vs. Q3 2023
- New holders
- 53
- 63 more added
- Sold out
- 51
- 125 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 379 | $1.67B |
| Q1 2026 | 362 | $1.82B |
| Q4 2025 | 350 | $1.31B |
| Q3 2025 | 332 | $1.25B |
| Q2 2025 | 318 | $1.20B |
| Q1 2025 | 311 | $1.06B |
| Q4 2024 | 303 | $953.7M |
| Q3 2024 | 300 | $1.02B |
| Q2 2024 | 285 | $940.7M |
| Q1 2024 | 313 | $1.09B |
| Q4 2023 | 307 | $1.19B |
| Q3 2023 | 313 | $1.24B |
| Q2 2023 | 312 | $1.32B |
| Q1 2023 | 301 | $1.38B |
| Q4 2022 | 282 | $1.06B |
| Q3 2022 | 276 | $828.9M |
| Q2 2022 | 283 | $800.0M |
| Q1 2022 | 287 | $802.5M |
| Q4 2021 | 299 | $1.04B |
| Q3 2021 | 294 | $1.51B |
| Q2 2021 | 305 | $1.60B |
| Q1 2021 | 317 | $1.96B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Takeda Pharmaceutical Co Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 70 | $0 | 0.00% | −75−51.7% | Reduced |
| Barclays PLC | 2 | $28 | 0.00% | −1,578−99.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 15 | $214 | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 15 | $214 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 18 | $257 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $285 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 23 | $356 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $357 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 25 | $357 | 0.00% | +25 | New |
| Abound Wealth Management | 44 | $628 | 0.00% | −76−63.3% | Reduced |
| Fairman Group, LLC | 45 | $642 | 0.00% | +45 | New |
| Farmers & Merchants Investments Inc | 50 | $714 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 52 | $739 | 0.00% | +52 | New |
| Strategic Investment Solutions, Inc. | 55 | $785 | 0.00% | −3,410−98.4% | Reduced |
| Johnson Financial Group, Inc. | 57 | $814 | 0.00% | +57 | New |
| True Wealth Design, LLC | 68 | $971 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 70 | $998 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 70 | $999 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 78 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 72 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 84 | $1.20K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 94 | $1.34K | 0.00% | −105−52.8% | Reduced |
| Burkett Financial Services, LLC | 100 | $1.43K | 0.00% | +100 | New |
| Bourgeon Capital Management LLC | 103 | $1.47K | 0.00% | +24+30.4% | Added |
| Bell Investment Advisors, Inc | 108 | $1.54K | 0.00% | −313−74.3% | Reduced |
| TD Private Client Wealth LLC | 115 | $1.64K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 121 | $1.73K | 0.00% | +11+10.0% | Added |
| Tidemark, LLC | 126 | $1.80K | 0.00% | +126 | New |
| Jones Financial Companies LLLP | 136 | $1.94K | 0.00% | +136 | New |
| CNB Bank | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 151 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 107 | $2.00K | 0.00% | +107 | New |
| Front Row Advisors LLC | 145 | $2.07K | 0.00% | −315−68.5% | Reduced |
| Old Second National Bank of Aurora | 145 | $2.07K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 142 | $2.09K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 161 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 186 | $2.65K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 188 | $2.68K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 193 | $2.75K | 0.00% | −141−42.2% | Reduced |
| Parkside Financial Bank & Trust | 208 | $2.97K | 0.00% | +208 | New |
| Coston, McIsaac & Partners | 266 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 221 | $3.14K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 221 | $3.15K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 227 | $3.24K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 229 | $3.27K | 0.00% | −153,664−99.9% | Reduced |
| Proequities, Inc. | 234 | $3.34K | 0.00% | −37−13.7% | Reduced |
| Fortitude Family Office, LLC | 243 | $3.47K | 0.00% | +243 | New |
| IFP Advisors, Inc | 249 | $3.55K | 0.00% | −117−32.0% | Reduced |
| Valued Wealth Advisors LLC | 231 | $3.57K | 0.00% | +231 | New |
| Richard W. Paul & Associates, LLC | 260 | $3.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 273 | $3.90K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 286 | $4.08K | 0.00% | −503−63.8% | Reduced |
| Archer Investment Corp | 297 | $4.24K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 342 | $4.88K | 0.00% | +342 | New |
| GW&K Investment Management, LLC | 385 | $5.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 352 | $5.02K | 0.00% | −1−0.3% | Reduced |
| TCTC Holdings, LLC | 372 | $5.31K | 0.00% | 00.0% | Unchanged |
| Motco | 401 | $5.72K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 458 | $6.54K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 469 | $6.69K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 476 | $6.79K | 0.00% | +476 | New |
| Gradient Investments LLC | 478 | $6.82K | 0.00% | −500−51.1% | Reduced |
| Private Trust Co NA | 482 | $6.88K | 0.00% | +31+6.9% | Added |
| Manchester Capital Management LLC | 482 | $6.88K | 0.00% | −183−27.5% | Reduced |
| Addison Advisors LLC | 496 | $7.08K | 0.00% | +496 | New |
| Piscataqua Savings Bank | 518 | $7.39K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 521 | $7.43K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 526 | $7.51K | 0.00% | −38,294−98.6% | Reduced |
| Umb Bank N A | 534 | $7.62K | 0.00% | −990−65.0% | Reduced |
| First Horizon Advisors, Inc. | 575 | $8.21K | 0.00% | +188+48.6% | Added |
| HHM Wealth Advisors, LLC | 674 | $9.62K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 712 | $10.2K | 0.00% | −83−10.4% | Reduced |
| Atlas Capital Advisors LLC | 740 | $10.6K | 0.00% | −1,290−63.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 763 | $10.9K | 0.00% | −31−3.9% | Reduced |
| RFP Financial Group LLC | 824 | $11.8K | 0.00% | +736+836.4% | Added |
| JFS Wealth Advisors, LLC | 965 | $13.8K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 971 | $14.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $14.3K | 0.00% | +1,000 | New |
| Montag A & Associates Inc | 1,238 | $17.7K | 0.00% | +85+7.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,267 | $18.0K | 0.00% | +1,267 | New |
| Cranbrook Wealth Management, LLC | 1,313 | $18.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,437 | $20.5K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,453 | $20.7K | 0.02% | +1,453 | New |
| SRS Capital Advisors, Inc. | 1,536 | $21.9K | 0.00% | +4+0.3% | Added |
| EverSource Wealth Advisors, LLC | 1,567 | $22.4K | 0.00% | +135+9.4% | Added |
| Pinnacle Bancorp, Inc. | 1,614 | $23.0K | 0.01% | −425−20.8% | Reduced |
| Harbour Investments, Inc. | 1,661 | $23.7K | 0.00% | +55+3.4% | Added |
| Farther Finance Advisors, LLC | 1,668 | $23.8K | 0.00% | +867+108.2% | Added |
| Glassman Wealth Services | 1,740 | $24.8K | 0.00% | −465−21.1% | Reduced |
| Centennial Bank | 1,882 | $26.9K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,934 | $27.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,898 | $27.7K | 0.01% | +1,898 | New |
| Smithfield Trust Co | 1,938 | $28.0K | 0.00% | −276−12.5% | Reduced |
| Principal Securities, Inc. | 1,979 | $28.2K | 0.00% | +1,979 | New |
| First United Bank Trust | 2,000 | $28.5K | 0.01% | +2,000 | New |
| Baldwin Brothers Inc | 2,035 | $29.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,144 | $30.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,344 | $33.4K | 0.00% | −1,239−34.6% | Reduced |
| Huntington National Bank | 2,518 | $35.9K | 0.00% | −388−13.4% | Reduced |