Institutional Ownership Takeda Pharmaceutical CO LTD (TAK)
This table provides information about the institutional ownership of Takeda Pharmaceutical CO LTD (TAK). We have compiled data on the 359 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $958 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$711
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
48
shares
|
$683
0.0% of portfolio
|
Q1 2025
Added 92.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
45
shares
|
$640
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
45
shares
|
$640
0.0% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
42
shares
|
$597
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
40
shares
|
$569
0.0% of portfolio
|
Q4 2024
Reduced 74.03%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
36
shares
|
$512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
36
shares
|
$512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
36
shares
|
$512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
25
shares
|
$355
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
21
shares
|
$298
0.0% of portfolio
|
Q4 2024
Reduced 80.73%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
20
shares
|
$284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
20
shares
|
$284
0.0% of portfolio
|
Q2 2022
Reduced 89.47%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
19
shares
|
$270
0.01% of portfolio
|
Q1 2025
Reduced 98.94%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
16
shares
|
$227
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
13
shares
|
$184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
12
shares
|
$170
0.0% of portfolio
|
Q1 2022
Reduced 90.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6
shares
|
$85
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|