TAKEDA PHARMACEUTICAL CO LTD (TAK) — Institutional Holders, Q2 2026 (page 4)
382 institutional investment managers reported a TAK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 382. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TAK 13F holders ranked 301–382 of 382
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | OF TOLEDO NA#301 · 376 sh | 376 | $6.0K | — | 0.0% |
| 302 | Colonial Advisors#302 · 352 sh | 352 | $5.6K | <0.01% | 0.0% |
| 303 | BOK Financial Private Wealth#303 · 329 sh | 329 | $5.3K | <0.01% | New |
| 304 | NewEdge Advisors#304 · 328 sh | 328 | $5.3K | 0.00% | New |
| 305 | Wilmington Savings Fund Society, FSB#305 · 326 sh | 326 | $5.2K | — | 0.0% |
| 306 | MACQUARIE GROUP LTD#306 · 324 sh | 324 | $5.2K | 0.00% | 0.0% |
| 307 | Geneos Wealth Management#307 · 307 sh | 307 | $4.9K | <0.01% | 0.0% |
| 308 | ORG Wealth Partners#308 · 300 sh | 300 | $4.8K | <0.01% | New |
| 309 | TrueNorth#309 · 296 sh | 296 | $4.7K | <0.01% | +51.0% |
| 310 | HIGHLINE WEALTH PARTNERS#310 · 296 sh | 296 | $4.7K | — | 0.0% |
| 311 | EVERMAY WEALTH MANAGEMENT#311 · 287 sh | 287 | $4.6K | <0.01% | New |
| 312 | Breakwater Investment Management#312 · 282 sh | 282 | $4.5K | — | New |
| 313 | Retirement Wealth Solutions#313 · 275 sh | 275 | $4.4K | — | -38.5% |
| 314 | Evelyn Partners Group Ltd#314 · 272 sh | 272 | $4.4K | 0.00% | — |
| 315 | Physician Wealth Advisors#315 · 264 sh | 264 | $4.2K | — | +46.7% |
| 316 | KELLEHER FINANCIAL ADVISORS#316 · 251 sh | 251 | $4.0K | <0.01% | 0.0% |
| 317 | Coston, McIsaac & Partners#317 · 259 sh | 259 | $4.0K | <0.01% | 0.0% |
| 318 | Principia Wealth Advisory#318 · 236 sh | 236 | $3.8K | <0.01% | +5.8% |
| 319 | Planning Strategies#319 · 236 sh | 236 | $3.8K | — | — |
| 320 | Harbor Asset Planning#320 · 235 sh | 235 | $3.8K | — | 0.0% |
| 321 | North Star Investment Management#321 · 226 sh | 226 | $3.6K | <0.01% | -9.6% |
| 322 | RAFFA WEALTH MANAGEMENT#322 · 208 sh | 208 | $3.3K | <0.01% | -23.8% |
| 323 | Financial Management Professionals#323 · 199 sh | 199 | $3.2K | — | -5.7% |
| 324 | Community Financial Services Group#324 · 201 sh | 201 | $3.2K | — | 0.0% |
| 325 | Bangor Savings Bank#325 · 186 sh | 186 | $3.0K | — | 0.0% |
| 326 | MV CAPITAL MANAGEMENT#326 · 179 sh | 179 | $2.9K | <0.01% | -1.6% |
| 327 | American Capital Advisory#327 · 177 sh | 177 | $2.8K | <0.01% | +23.8% |
| 328 | JNBA Financial Advisors#328 · 173 sh | 173 | $2.8K | <0.01% | 0.0% |
| 329 | Nemes Rush Group#329 · 169 sh | 169 | $2.7K | <0.01% | 0.0% |
| 330 | HUNTINGTON NATIONAL BANK#330 · 167 sh | 167 | $2.7K | 0.00% | New |
| 331 | Hilton Head Capital Partners#331 · 163 sh | 163 | $2.6K | — | 0.0% |
| 332 | Union Bankshares#332 · 150 sh | 150 | $2.4K | 0.00% | New |
| 333 | Archer Investment#333 · 147 sh | 147 | $2.4K | <0.01% | 0.0% |
| 334 | Hughes Financial Services#334 · 145 sh | 145 | $2.3K | <0.01% | 0.0% |
| 335 | PFS Partners#335 · 136 sh | 136 | $2.2K | — | 0.0% |
| 336 | Tidemark#336 · 126 sh | 126 | $2.0K | <0.01% | 0.0% |
| 337 | High Note Wealth#337 · 125 sh | 125 | $2.0K | <0.01% | New |
| 338 | Strategic Investment Solutions#338 · 125 sh | 125 | $2.0K | <0.01% | 0.0% |
| 339 | ACTION POINT FINANCIAL PLANNING#339 · 122 sh | 122 | $2.0K | <0.01% | New |
| 340 | DEUTSCHE BANK AG\#340 · 120 sh | 120 | $1.9K | 0.00% | New |
| 341 | CENTRAL#341 · 116 sh | 116 | $1.9K | 0.00% | +87.1% |
| 342 | Cassaday & Wealth Management#342 · 115 sh | 115 | $1.8K | 0.00% | 0.0% |
| 343 | Quent Capital#343 · 109 sh | 109 | $1.7K | <0.01% | New |
| 344 | Allied Private Wealth#344 · 103 sh | 103 | $1.7K | <0.01% | — |
| 345 | AMERIFLEX GROUP#345 · 106 sh | 106 | $1.7K | <0.01% | New |
| 346 | HM PAYSON#346 · 100 sh | 100 | $1.6K | 0.00% | 0.0% |
| 347 | LRI Investments#347 · 87 sh | 87 | $1.4K | <0.01% | New |
| 348 | Burk#348 · 83 sh | 83 | $1.3K | <0.01% | 0.0% |
| 349 | Highland Investment Advisors#349 · 76 sh | 76 | $1.2K | <0.01% | — |
| 350 | Plante Moran Financial Advisors#350 · 74 sh | 74 | $1.2K | <0.01% | New |
| 351 | Financial Network Wealth Advisors#351 · 74 sh | 74 | $1.2K | <0.01% | +32.1% |
| 352 | Continuum Advisory#352 · 72 sh | 72 | $1.2K | <0.01% | New |
| 353 | Gould Capital#353 · 70 sh | 70 | $1.1K | <0.01% | 0.0% |
| 354 | Rossby Financial, LCC#354 · 66 sh | 66 | $1.1K | <0.01% | +94.1% |
| 355 | Keating Financial Advisory Services#355 · 66 sh | 66 | $1.1K | <0.01% | New |
| 356 | MATHER GROUP#356 · 65 sh | 65 | $1.0K | — | 0.0% |
| 357 | Trust Co#357 · 64 sh | 64 | $1.0K | — | 0.0% |
| 358 | WPG Advisers#358 · 63 sh | 63 | $1.0K | <0.01% | 0.0% |
| 359 | Front Row Advisors#359 · 57 sh | 57 | $996.00 | <0.01% | 0.0% |
| 360 | BROWN, LISLE/CUMMINGS#360 · 58 sh | 58 | $930.00 | — | 0.0% |
| 361 | Collier Financial#361 · 50 sh | 50 | $802.00 | <0.01% | 0.0% |
| 362 | Halbert, Hargrove/Russell#362 · 44 sh | 44 | $701.00 | — | New |
| 363 | Trifecta Capital Advisors#363 · 42 sh | 42 | $674.00 | — | New |
| 364 | JFS WEALTH ADVISORS#364 · 41 sh | 41 | $658.00 | 0.00% | -71.9% |
| 365 | Silicon Valley Capital Partners#365 · 39 sh | 39 | $625.00 | <0.01% | 0.0% |
| 366 | Bogart Wealth#366 · 38 sh | 38 | $609.00 | 0.00% | New |
| 367 | Glass Jacobson Investment Advisors#367 · 35 sh | 35 | $562.00 | — | 0.0% |
| 368 | Godfrey Financial Associates#368 · 35 sh | 35 | $561.00 | <0.01% | 0.0% |
| 369 | Oakmont Advisory Group#369 · 31 sh | 31 | $497.00 | <0.01% | New |
| 370 | Monetary Solutions, Ltd#370 · 30 sh | 30 | $481.00 | — | New |
| 371 | Bullock Wealth Management Group#371 · 30 sh | 30 | $479.00 | — | 0.0% |
| 372 | Private Wealth Management Group#372 · 29 sh | 29 | $465.00 | — | New |
| 373 | Clearstead Advisors#373 · 25 sh | 25 | $401.00 | 0.00% | 0.0% |
| 374 | MidFirst Bank#374 · 24 sh | 24 | $385.00 | 0.00% | 0.0% |
| 375 | Bay Harbor Wealth Management#375 · 19 sh | 19 | $305.00 | <0.01% | New |
| 376 | Mosley Wealth Management#376 · 18 sh | 18 | $289.00 | — | New |
| 377 | MARSHALL INVESTMENT MANAGEMENT#377 · 18 sh | 18 | $289.00 | <0.01% | New |
| 378 | Arlington#378 · 16 sh | 16 | $256.00 | — | 0.0% |
| 379 | HORIZON FINANCIAL SERVICES#379 · 13 sh | 13 | $208.00 | <0.01% | New |
| 380 | VALLEY NATIONAL ADVISERS#380 · 5 sh | 5 | $81.00 | — | New |
| 381 | Steigerwald, Gordon & Koch#381 · 1 sh | 1 | $16.00 | 0.00% | 0.0% |
| 382 | Kingdom Financial Group#382 · 1 sh | 1 | $11.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.