TAK · Takeda Pharmaceutical Co Ltd

$17.99 -0.04 (-0.22%)

Market Cap

$57.58B

3.19B

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 378

Total Value: $1,697,719,963

Total Shares: 105,908,934

Showing 1–100 of 383 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 378 13F filers · Δ vs Mar 31, 2026

Top Holder

18.2%

−0.9 pts

Top 5

44.4%

−0.3 pts

Top 10

60.2%

−1.0 pts

HHI

600

Broadly held−27

Quarterly Activity

vs Mar 31, 2026

New

Increased

141

Decreased

102

Sold Out

Unchanged

Holder count: +15

Institutional value: -8.3%

Shares held: +6.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega FMR LLC	+2,481,816	9,599,302
Mega AQR CAPITAL MANAGEMENT LLC	+631,263	1,525,686
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	+616,613	3,732,924
Mega MORGAN STANLEY	+525,324	6,994,924
Mega BNP PARIBAS ARBITRAGE, SA	+523,730	714,143

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega UBS Group AG	−1,828,910	911,319
Mega CITADEL ADVISORS LLC	−1,239,432	927,028
Mega VAN ECK ASSOCIATES CORP	−586,099	1,674,005
Mega D. E. Shaw & Co., Inc.	−553,076	2,049,467
Mega GOLDMAN SACHS GROUP INC	−493,696	5,125,032

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega Qube Research & Technologies Ltd	2,207,432	$35,385,134
Mega MILLENNIUM MANAGEMENT LLC	1,050,698	$16,842,688
Mega JANE STREET GROUP, LLC	769,000	$12,327,070
Mid PFM Health Sciences, LP	444,173	$7,120,093
Large Hudson Bay Capital Management LP	275,000	$4,408,250

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Capital Wealth Planning, LLC	886,835	$16,424,184
Large Trexquant Investment LP	229,460	$4,249,599
Mid Brooklyn Investment Group	174,896	$3,239,073
Mid Aquatic Capital Management LLC	153,759	$2,847,616
Mid XTX Topco Ltd	71,324	$1,320,920

Filter: New 68 Increased 141 Reduced 102 Sold out 53 Unchanged 67

Showing 100 of 383

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Capital Research Global Investors

$309,341,810

18.22%

19,297,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	19,297,680	$309,341,810	100.0%	Defined

FMR LLC

$153,876,810

9.06%

9,599,302

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	225,670	$3,617,490	2.4%	Defined
STRATEGIC ADVISERS LLC	9,354,685	$149,955,600	97.5%	Defined
Fidelity Institutional Asset Management Trust Co	18,947	$303,720	0.2%	Defined

MORGAN STANLEY

$112,128,627

6.60%

6,994,924

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	3,396	$54,437	0.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	768,427	$12,317,884	11.0%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	13,080	$209,672	0.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	541,831	$8,685,550	7.7%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	5,667,600	$90,851,627	81.0%	Defined
EATON VANCE MANAGEMENT	588	$9,425	0.0%	Defined
BOSTON MANAGEMENT & RESEARCH	2	$32	0.0%	Defined

ADAGE CAPITAL PARTNERS GP, L.L.C.

$96,993,859

5.71%

6,050,771

GOLDMAN SACHS GROUP INC

$82,154,262

4.84%

5,125,032

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	976,916	$15,659,963	19.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	3,255,600	$52,187,268	63.5%	Defined
GOLDMAN SACHS WEALTH SERVICES, L.P.	892,516	$14,307,031	17.4%	Defined

BRANDES INVESTMENT PARTNERS, LP

$72,765,732

4.29%

4,539,347

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$59,838,771

3.52%

3,732,924

BlackRock, Inc.

$59,121,299

3.48%

3,688,166

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,836	$29,431	0.0%	Sole
BlackRock Fund Advisors	89,397	$1,433,033	2.4%	Sole
BlackRock Institutional Trust Company, N.A.	960	$15,388	0.0%	Sole
Aperio Group, LLC	3,595,272	$57,632,210	97.5%	Sole
SpiderRock Advisors, LLC	701	$11,237	0.0%	Sole

RENAISSANCE TECHNOLOGIES LLC

$41,165,040

2.42%

2,568,000

Qube Research & Technologies Ltd

$35,385,134

2.08%

2,207,432

FIRST TRUST ADVISORS LP

$33,902,039

2.00%

2,114,912

D. E. Shaw & Co., Inc.

$32,852,956

1.94%

2,049,467

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	2,049,467	$32,852,956	100.0%	Defined

MANAGED ASSET PORTFOLIOS, LLC

$29,236,860

1.72%

1,823,884

NORTHERN TRUST CORP

$27,897,216

1.64%

1,740,313

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	1,740,313	$27,897,216	100.0%	Defined

VAN ECK ASSOCIATES CORP

$26,834,300

1.58%

1,674,005

ENVESTNET ASSET MANAGEMENT INC

$25,618,729

1.51%

1,598,174

AQR CAPITAL MANAGEMENT LLC

$24,456,745

1.44%

1,525,686

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DOPKINS WEALTH MANAGEMENT, LLC	1,282	$20,550	0.1%	Other
Arax Advisory Partners	23,623	$378,676	1.5%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	4,280	$68,608	0.3%	Other
Held directly	1,496,501	$23,988,911	98.1%	Defined

Quantinno Capital Management LP

$22,484,479

1.32%

1,402,650

WELLS FARGO & COMPANY/MN

$18,447,643

1.09%

1,150,820

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	1,118	$17,921	0.1%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	285,979	$4,584,243	24.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	862,505	$13,825,955	74.9%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	1,218	$19,524	0.1%	Defined

MILLENNIUM MANAGEMENT LLC

$16,842,688

0.99%

1,050,698

UBS Group AG

$14,608,442

0.86%

911,319

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	265,913	$4,262,585	29.2%	Defined
UBS AG	644,456	$10,330,629	70.7%	Defined
UBS Switzerland AG	950	$15,228	0.1%	Defined

Crossmark Global Holdings, Inc.

$12,564,875

0.74%

783,835

JANE STREET GROUP, LLC

$12,327,070

0.73%

769,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	769,000	$12,327,070	100.0%	Defined

CITADEL ADVISORS LLC

$12,165,167

0.72%

758,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	758,900	$12,165,167	100.0%	Defined

JPMORGAN CHASE & CO

$11,941,000

0.70%

744,916

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	2,810	$45,043	0.4%	Other
JPMorgan Chase Bank, N.A.	5,437	$87,154	0.7%	Other
J.P. Morgan Investment Management Inc.	491,041	$7,871,387	65.9%	Defined
J.P. Morgan Securities LLC	245,455	$3,934,643	33.0%	Defined
J.P. Morgan Securities plc	69	$1,106	0.0%	Defined
55I, LLC	104	$1,667	0.0%	Other

STIFEL FINANCIAL CORP

$11,587,493

0.68%

722,863

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	720,780	$11,554,103	99.7%	Defined
Stifel Independent Advisors, LLC	237	$3,799	0.0%	Defined
1919 Investment Counsel, LLC	76	$1,218	0.0%	Defined
Held directly	1,770	$28,373	0.2%	Defined

BNP PARIBAS ARBITRAGE, SA

$11,447,712

0.67%

714,143

ROYAL BANK OF CANADA

$11,107,185

0.65%

692,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	402,948	$6,459,256	58.2%	Defined
RBC Dominion Securities Inc.	286,279	$4,589,052	41.3%	Defined
RBC Trust Co (Delaware) Ltd	679	$10,884	0.1%	Defined
RBC Rochdale, LLC	2,491	$39,930	0.4%	Defined
RBC Europe Ltd	503	$8,063	0.1%	Defined

Focus Partners Wealth

$10,899,598

0.64%

679,950

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$9,922,905

0.58%

619,021

Creative Planning

$9,373,974

0.55%

584,777

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	8,965	$143,708	1.5%	Defined
Held directly	575,812	$9,230,266	98.5%	Sole

AMERICAN CENTURY COMPANIES INC

$9,370,496

0.55%

584,560

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	584,560	$9,370,496	100.0%	Defined

LPL Financial LLC

$8,900,304

0.52%

555,228

Balyasny Asset Management L.P.

$8,196,716

0.48%

511,336

TWO SIGMA INVESTMENTS, LP

$7,786,299

0.46%

485,733

US BANCORP \DE\

$7,481,424

0.44%

466,714

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	464,433	$7,444,860	99.5%	Defined
U.S. BANCORP ADVISORS, LLC	2,281	$36,564	0.5%	Defined

PFM Health Sciences, LP

$7,120,093

0.42%

444,173

Bleakley Financial Group, LLC

$6,940,284

0.41%

432,956

RAYMOND JAMES FINANCIAL INC

$6,552,085

0.39%

408,739

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	184,638	$2,959,747	45.2%	Defined
Raymond James Financial Services Advisors, Inc.	11,576	$185,563	2.8%	Defined
EAGLE ASSET MANAGEMENT INC	52,525	$841,975	12.9%	Defined
CHARTWELL INVESTMENT PARTNERS, LLC	160,000	$2,564,800	39.1%	Defined

CITIGROUP INC

$6,355,205

0.37%

396,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	205	$3,286	0.1%	Defined
Citigroup Financial Products Inc. joint	396,252	$6,351,919	99.9%	Defined

FEDERATED HERMES, INC.

$6,041,033

0.36%

376,858

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED INVESTMENT COUNSELING	376,858	$6,041,033	100.0%	Defined

QRG CAPITAL MANAGEMENT, INC.

$5,975,214

0.35%

372,752

Ethic Inc.

$5,855,005

0.34%

365,253

Vestmark Advisory Solutions, Inc.

$5,638,872

0.33%

351,770

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ELEVATION POINT WEALTH PARTNERS, LLC	67,981	$1,089,735	19.3%	Other
Held directly	283,789	$4,549,137	80.7%	Sole

ASSETMARK, INC

$5,044,432

0.30%

314,687

Mariner, LLC

$4,939,755

0.29%

308,157

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	16,031	$256,976	5.2%	Other
Held directly	292,126	$4,682,779	94.8%	Sole

BANK OF AMERICA CORP /DE/

$4,926,210

0.29%

307,312

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	222,766	$3,570,938	72.5%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	84,546	$1,355,272	27.5%	Defined

HRT FINANCIAL LP

$4,467,657

0.26%

278,706

Hudson Bay Capital Management LP

$4,408,250

0.26%

275,000

HANTZ FINANCIAL SERVICES, INC.

$4,322,489

0.25%

269,650

NATIXIS ADVISORS, LLC

$4,301,297

0.25%

268,328

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	268,328	$4,301,297	100.0%	Defined

Pathstone Holdings, LLC

$3,836,074

0.23%

239,306

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	209,550	$3,359,086	87.6%	Defined
Willow Street Trust Co of Wyoming, LLC	1,601	$25,664	0.7%	Other
Held directly	28,155	$451,324	11.8%	Sole

Clean Yield Group

$3,654,647

0.22%

227,988

SEI INVESTMENTS CO

$3,390,889

0.20%

211,534

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	184,744	$2,961,446	87.3%	Sole
SEI TRUST CO	26,790	$429,443	12.7%	Sole

MANNING & NAPIER ADVISORS LLC

$3,316,607

0.20%

206,900

BANK OF MONTREAL /CAN/

$3,273,981

0.19%

204,241

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	16,089	$257,906	7.9%	Defined
BMO Family Office, LLC	10,407	$166,824	5.1%	Defined
BMO NESBITT BURNS INC.	177,318	$2,842,407	86.8%	Defined
BMO NESBITT BURNS SECURITIES LTD.	85	$1,362	0.0%	Defined
Stoker Ostler Wealth Advisors, Inc.	342	$5,482	0.2%	Defined

Catalyst Capital Advisors LLC

$3,077,760

0.18%

192,000

AMERIPRISE FINANCIAL INC

$3,074,696

0.18%

191,809

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	182,191	$2,920,521	95.0%	Defined
Ameriprise Financial Services, LLC	8,089	$129,666	4.2%	Defined
Ameriprise Bank, FSB	1,529	$24,509	0.8%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$3,070,338

0.18%

191,537

Nuveen, LLC

$2,794,926

0.16%

174,356

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	174,356	$2,794,926	100.0%	Defined

CITADEL ADVISORS LLC

$2,695,091

0.16%

168,128

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	162,401	$2,603,288	96.6%	Defined
Held directly	5,727	$91,803	3.4%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$2,690,731

0.16%

167,856

Carrera Capital Advisors

$2,679,687

0.16%

167,167

Callan Family Office, LLC

$2,649,807

0.16%

165,303

Cerity Partners LLC

$2,574,433

0.15%

160,601

Legacy Wealth Asset Management, LLC

$2,567,541

0.15%

160,171

DIMENSIONAL FUND ADVISORS LP

$2,532,178

0.15%

157,965

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Ireland Ltd	200	$3,206	0.1%	Defined
Held directly	157,765	$2,528,972	99.9%	Sole

Russell Investments Group, Ltd.

$2,447,428

0.14%

152,678

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	152,678	$2,447,428	100.0%	Defined

Cetera Investment Advisers

$2,446,194

0.14%

152,601

ELEVATION POINT WEALTH PARTNERS, LLC

$2,427,599

0.14%

151,441

CAPTRUST FINANCIAL ADVISORS

$2,308,287

0.14%

143,998

Vident Advisory, LLC

$2,307,052

0.14%

143,921

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	135,898	$2,178,444	94.4%	Defined
Held directly	8,023	$128,608	5.6%	Sole

Bank of New York Mellon Corp

$2,192,453

0.13%

136,772

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware	2,240	$35,907	1.6%	Defined
BNY Mellon, NA joint	129,018	$2,068,157	94.3%	Defined
BNY Mellon Advisors, Inc.	5,512	$88,357	4.0%	Defined
Held directly	2	$32	0.0%	Defined

Vanguard Personalized Indexing Management, LLC

$2,044,225

0.12%

127,525

VANGUARD CAPITAL MANAGEMENT LLC

$1,977,685

0.12%

123,374

RHUMBLINE ADVISERS

$1,946,458

0.11%

121,426

Vise Technologies, Inc.

$1,893,527

0.11%

118,124

Steward Partners Investment Advisory, LLC

$1,859,608

0.11%

116,008

Orion Porfolio Solutions, LLC

$1,776,733

0.10%

110,838

Gold Investment Management Ltd.

$1,696,759

0.10%

105,849

TUDOR INVESTMENT CORP ET AL

$1,605,388

0.09%

100,149

IEQ CAPITAL, LLC

$1,593,654

0.09%

99,417

MML INVESTORS SERVICES, LLC

$1,553,098

0.09%

96,887

HighTower Advisors, LLC

$1,530,319

0.09%

95,466

PRICE T ROWE ASSOCIATES INC /MD/

$1,520,413

0.09%

94,848

Dorsey Wright & Associates

$1,511,244

0.09%

94,276

Summit Global Investments

$1,429,443

0.08%

89,173

Sequoia Financial Advisors, LLC

$1,409,501

0.08%

87,929

NEUBERGER BERMAN GROUP LLC

$1,379,717

0.08%

86,071

M&T Bank Corp

$1,363,060

0.08%

85,032

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manufacturers & Traders Trust Company joint	23,224	$372,280	27.3%	Defined
Wilmington Trust Investment Advisors, Inc. joint	24,072	$385,873	28.3%	Defined
Wilmington Trust National Association	24,959	$400,092	29.4%	Defined
Wilmington Trust Company	12,777	$204,815	15.0%	Defined

Boston Partners

$1,360,995

0.08%

84,903

HERITAGE INVESTORS MANAGEMENT CORP

$1,313,482

0.08%

81,939

QUADRANT CAPITAL GROUP LLC

$1,308,144

0.08%

81,606

SIGNATUREFD, LLC

$1,245,931

0.07%

77,725

Point72 Asset Management, L.P.

$1,244,857

0.07%

77,658

PCM Encore, LLC

$1,222,736

0.07%

76,278

Graham Capital Management, L.P.

$1,212,717

0.07%

75,653

Corient Private Wealth LLC

$1,171,039

0.07%

73,053

TRUIST FINANCIAL CORP

$1,151,626

0.07%

71,842

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	17,194	$275,619	23.9%	Defined
Truist Advisory Services, Inc.	54,648	$876,007	76.1%	Defined

Entropy Technologies, LP

$1,051,359

0.06%

65,587

Key facts CIK 1395064 CUSIP 874060205 13F (30d) 274 filings 253 filers Visit website