Takeda Pharmaceutical (TAK) Institutional Ownership

$13.38
+0.32 (+2.45%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for Takeda Pharmaceutical (NYSE:TAK)

Current
Institutional Ownership
Percentage
9.17%
Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$293.23M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$261.99M
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TAK Institutional Buying and Selling by Quarter

Takeda Pharmaceutical Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Dorsey & Whitney Trust CO LLC18,197$253K0.0%+4.6%0.001%
5/9/2024Leo Wealth LLC124,449$1.73M0.2%-7.4%0.004%
5/9/2024Blair William & Co. IL12,649$176K0.0%+6.5%0.000%
5/9/2024Managed Asset Portfolios LLC1,683,676$23.39M3.4%-4.2%0.053%
5/8/2024Cozad Asset Management Inc.10,180$141K0.0%-19.0%0.000%
5/8/2024Bleakley Financial Group LLC288,535$4.01M0.1%+19.1%0.009%
5/8/2024US Bancorp DE116,127$1.61M0.0%+25.3%0.004%
5/8/2024Russell Investments Group Ltd.10,676$148K0.0%+65.2%0.000%
5/8/2024 QRG Capital Management Inc.316,768$4.40M0.1%-1.4%0.010%
5/7/2024 Sei Investments Co.372,975$5.18M0.0%+6.7%0.012%
5/7/2024 Atomi Financial Group Inc.20,205$281K0.0%+53.6%0.001%
5/7/2024 Mondrian Investment Partners LTD12,079,962$169.12M2.4%+47.9%0.382%
5/7/2024 Oppenheimer Asset Management Inc.230,650$3.20M0.0%+6.3%0.007%
5/7/2024 SG Americas Securities LLC16,099$224K0.0%+5.4%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.25,763$358K0.0%+7.4%0.001%
5/6/2024 Gallacher Capital Management LLC16,229$225K0.1%+6.1%0.001%
5/4/2024 Lester Murray Antman dba SimplyRich25,245$351K0.1%N/A0.001%
5/3/2024 Larson Financial Group LLC4,487$62K0.0%-45.0%0.000%
5/3/2024 Callan Capital LLC25,461$354K0.0%+89.3%0.001%
5/2/2024 PDS Planning Inc10,553$147K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC19,675$273K0.0%-27.3%0.001%
5/1/2024 Sequoia Financial Advisors LLC22,396$311K0.0%+10.7%0.001%
4/30/2024 Cutter & CO Brokerage Inc.40,627$564K0.1%+7.4%0.001%
4/30/2024 Van ECK Associates Corp1,684,760$23.40M0.0%+27.3%0.053%
4/30/2024 Caprock Group LLC29,020$403K0.0%-11.8%0.001%
4/30/2024 Perigon Wealth Management LLC11,961$166K0.0%+9.6%0.000%
4/30/2024 Allspring Global Investments Holdings LLC7,764$108K0.0%N/A0.000%
4/29/2024 Heritage Investors Management Corp117,169$1.63M0.1%-1.0%0.004%
4/29/2024 XY Capital Ltd222,278$3.09M1.4%-70.9%0.007%
4/26/2024 Sage Rhino Capital LLC11,787$164K0.0%N/A0.000%
4/26/2024 SYSTM Wealth Solutions LLC7,478$104K0.0%-29.2%0.000%
4/25/2024 Aaron Wealth Advisors LLC21,106$293K0.0%N/A0.001%
4/24/2024 Simplicity Wealth LLC288,535$4.01M0.1%N/A0.009%
4/23/2024 BSW Wealth Partners22,430$312K0.1%+29.8%0.001%
4/19/2024 Legacy Wealth Asset Management LLC157,546$2.19M0.6%+1.3%0.005%
4/19/2024 First Trust Direct Indexing L.P.53,035$737K0.1%-19.3%0.002%
4/18/2024 Naviter Wealth LLC69,466$965K0.2%+33.6%0.002%
4/18/2024 Allspring Global Investments Holdings LLC7,764$108K0.0%N/A0.000%
4/16/2024 Tsfg LLC23,674$329K0.1%-4.3%0.001%
4/16/2024 Wealth Enhancement Advisory Services LLC130,904$1.82M0.0%+0.7%0.004%
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4/11/2024 Ballentine Partners LLC16,831$234K0.0%-8.2%0.001%
4/11/2024 &PARTNERS11,077$154K0.0%N/A0.000%
4/10/2024 Park Avenue Securities LLC28,844$401K0.0%-9.1%0.001%
4/10/2024 Bruce G. Allen Investments LLC10,565$147K0.1%+9.4%0.000%
4/9/2024 Rise Advisors LLC1,856$26K0.0%N/A0.000%
4/5/2024 GAMMA Investing LLC2,864$40K0.0%+50.9%0.000%
4/5/2024 NBC Securities Inc.43,539$614K0.1%+1.8%0.001%
3/22/2024PNC Financial Services Group Inc.71,732$1.02M0.0%-78.1%0.002%
3/14/2024Leo Wealth LLC134,328$1.92M0.2%N/A0.004%
3/1/2024Goldman Sachs Group Inc.4,302,562$61.40M0.0%-11.3%0.136%
2/15/2024OLD Mission Capital LLC1,041,526$14.86M0.3%+1,440.9%0.033%
2/13/2024Tower Research Capital LLC TRC6,750$96K0.0%+217.8%0.000%
2/13/2024Capital Research Global Investors14,297,805$204.03M0.1%+3.6%0.452%
2/12/2024Eagle Asset Management Inc.34,664$495K0.0%-4.3%0.001%
2/12/2024Dorsey & Whitney Trust CO LLC17,399$248K0.0%-37.5%0.001%
2/12/2024 Gold Investment Management Ltd.69,664$994K0.4%N/A0.002%
2/12/2024Catalytic Wealth RIA LLC16,354$233K0.1%N/A0.001%
2/12/2024 Parallel Advisors LLC5,380$77K0.0%-24.9%0.000%
2/9/2024 Team Hewins LLC49,326$704K0.1%N/A0.002%
2/9/2024US Bancorp DE92,677$1.32M0.0%-3.9%0.003%
2/9/2024Aigen Investment Management LP13,840$197K0.0%N/A0.000%
2/9/2024Franklin Resources Inc.128,552$1.83M0.0%-29.8%0.004%
2/9/2024Brandes Investment Partners LP2,651,265$37.83M0.6%+47.1%0.084%
2/9/2024Corient Private Wealth LLC74,242$1.06M0.0%-3.7%0.002%
2/9/2024Wells Fargo & Company MN774,552$11.05M0.0%+1.7%0.024%
2/9/2024PNC Financial Services Group Inc.71,732$1.02M0.0%-78.1%0.002%
2/8/2024Managed Asset Portfolios LLC1,758,081$25.09M3.8%+1.2%0.056%
2/8/2024Quadrant Capital Group LLC17,223$246K0.0%-12.7%0.001%
2/8/2024Vanguard Personalized Indexing Management LLC64,613$922K0.0%+16.4%0.002%
2/8/2024 First United Bank & Trust2,000$29K0.0%N/A0.000%
2/8/2024Psagot Value Holdings Ltd. Israel 44,426$632K0.3%-3.4%0.001%
2/7/2024 Checchi Capital Advisers LLC12,746$182K0.0%-20.9%0.000%
2/7/2024Forum Financial Management LP26,211$374K0.0%-61.1%0.001%
2/7/2024 Envestnet Portfolio Solutions Inc.23,985$342K0.0%+7.3%0.001%
2/7/2024Formidable Asset Management LLC13,671$195K0.0%N/A0.000%
2/7/2024 QRG Capital Management Inc.321,309$4.59M0.1%-9.8%0.010%
2/7/2024 NBC Securities Inc.42,774$610K0.1%+3.5%0.001%
2/7/2024Principal Securities Inc.1,979$28K0.0%N/A0.000%
2/7/2024 Heritage Investors Management Corp118,369$1.69M0.1%-4.1%0.004%
2/7/2024Altshuler Shaham Ltd84,739$1.21M0.1%-37.9%0.003%
2/6/2024 Apollon Wealth Management LLC15,314$219K0.0%N/A0.000%
2/6/2024Vestmark Advisory Solutions Inc.64,920$926K0.0%+2.0%0.002%
2/6/2024Legacy Financial Advisors Inc.24,737$353K0.1%-3.2%0.001%
2/6/2024 M&T Bank Corp33,924$484K0.0%-23.8%0.001%
2/6/2024 Summit Global Investments338,415$4.83M0.3%+0.6%0.011%
2/6/2024 Natixis Advisors L.P.656,104$9.36M0.0%-2.3%0.021%
2/6/2024 First Trust Direct Indexing L.P.65,726$938K0.1%-7.5%0.002%
2/6/2024Y.D. More Investments Ltd1,254,591$17.90M3.6%-9.2%0.040%
2/5/2024 Hexagon Capital Partners LLC4,620$66K0.0%-16.7%0.000%
2/5/2024 Van ECK Associates Corp1,323,916$18.89M0.0%+3.6%0.042%
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2/5/2024 Naviter Wealth LLC52,004$742K0.1%-3.0%0.002%
2/5/2024Russell Investments Group Ltd.6,463$92K0.0%-14.1%0.000%
2/2/2024 Headlands Technologies LLC5,990$85K0.0%N/A0.000%
2/2/2024Truist Financial Corp207,819$2.97M0.0%-15.0%0.007%
2/2/2024 Callan Capital LLC13,451$192K0.0%N/A0.000%
2/1/2024 GAMMA Investing LLC1,898$28K0.0%N/A0.000%
2/1/2024 Larson Financial Group LLC8,162$116K0.0%N/A0.000%
2/1/2024 OLD National Bancorp IN26,931$384K0.0%-4.7%0.001%
2/1/2024 CWM LLC5,379$77K0.0%-13.8%0.000%
2/1/2024 Signaturefd LLC39,487$563K0.0%-8.9%0.001%
(Data available from 1/1/2016 forward)

TAK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAK shares?

During the previous two years, 233 institutional investors and hedge funds held shares of Takeda Pharmaceutical. The most heavily invested institutionals were Capital Research Global Investors ($204.03M), Mondrian Investment Partners LTD ($169.12M), Macquarie Group Ltd. ($64.42M), Goldman Sachs Group Inc. ($61.40M), Arrowstreet Capital Limited Partnership ($60.91M), Renaissance Technologies LLC ($57.34M), and Bank of America Corp DE ($48.52M).Learn more on TAK's institutional investors.

What percentage of Takeda Pharmaceutical stock is owned by institutional investors?

9.17% of Takeda Pharmaceutical stock is owned by institutional investors. Learn more on TAK's institutional investor holdings.

Which institutional investors have been buying Takeda Pharmaceutical stock?

Of the 211 institutional investors that purchased Takeda Pharmaceutical stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mondrian Investment Partners LTD ($4.34M), Envestnet Asset Management Inc. ($4.28M), Brandes Investment Partners LP ($2.95M), Arrowstreet Capital Limited Partnership ($2.47M), Clal Insurance Enterprises Holdings Ltd ($1.77M), Renaissance Technologies LLC ($1.55M), and Van ECK Associates Corp ($1.53M).

How much institutional buying is happening at Takeda Pharmaceutical?

Institutional investors have bought a total of 35,372,348 shares in the last 24 months. This purchase volume represents approximately $526.75M in transactions.

Which Takeda Pharmaceutical major shareholders have been selling company stock?

Of the 123 institutional investors that sold Takeda Pharmaceutical stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($4.32M), Barclays PLC ($3.28M), Envestnet Asset Management Inc. ($3.27M), Pacer Advisors Inc. ($1.64M), Van ECK Associates Corp ($999.72K), Mondrian Investment Partners LTD ($670K), and Capricorn Fund Managers Ltd ($663.53K).

How much institutional selling is happening at Takeda Pharmaceutical?

Institutional investors have sold a total of 21,093,238 shares in the last 24 months. This volume of shares sold represents approximately $322.17M in transactions.


This page (NYSE:TAK) was last updated on 5/10/2024 by MarketBeat.com Staff

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