HolderBook

TAKEDA PHARMACEUTICAL CO LTD (TAK)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

15
Reporting holders
$5.1M
Reported value
0.0%
Calls
0.0%
Puts
-367
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Legacy Wealth Asset Management, LLC$3.0M166,6660.66%17q+4.1%+$118.1K
Versant Capital Management, Inc$786.9K43,2600.07%8q+1.3%+$10.4K
Farther Finance Advisors, LLC$462.4K25,4200.00%16q+19.2%+$74.4K
GAMMA Investing LLC$316.5K17,4000.01%12q+25.7%+$64.8K
Valeo Financial Advisors, LLC$235.1K12,9270.00%2q+27.5%+$50.7K
RIVERSEDGE ADVISORS, LLC$211.9K11,6520.03%newNEW
Rosenberg Matthew Hamilton$20.5K1,1290.00%27q-34.5%-$10.8K
Marquette Asset Management, LLC$18.2K1,0000.00%newNEW
ELEVATION WEALTH PARTNERS, LLC$12.6K6930.00%2qHELD
Retirement Wealth Solutions LLC$8.6K4730.00%5q+72.0%+$3.6K
Planning Strategies Inc.$6.3K3450.00%2q+46.2%+$2.0K
Bangor Savings Bank$3.4K1860.00%18qHELD
Trust Co$1.2K640.00%4qHELD
Bullock Wealth Management Group$536300.00%11qHELD
GILPIN WEALTH MANAGEMENT, LLC$292160.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-10Plump Andrew StewartPresident, R&DSold165,393$2.8M
2026-08-10Kim Julie So-YoungPresident and CEOSold89,090$1.5M
2026-08-10Bitetti Teresa MariePresident, OBUSold50,012$855.2K
2026-08-10Duprey Lauren RusckowskiChief Transformation OfficerSold47,586$813.7K
2026-09-14Duprey Lauren RusckowskiChief Transformation OfficerSold34,535$640.3K
2026-08-10Greenway Nicola Deidre PetalChief Human Resources OfficerSold34,603$605.8K ×2
2026-08-10Platford Giles RichardPresident, IBUSold31,083$531.5K
2026-08-10Furney Natalie Anne MarieGlobal General CounselSold30,868$527.8K
2026-08-10Ricci GabrieleChief Data & Tech. OfficerSold25,088$429.0K
2026-08-10Pignagnoli Agosti MarcelloHead, Strat. & Port. DevSold22,957$392.6K
2026-08-19Plump Andrew StewartPresident, R&DSold19,651$363.3K
2026-08-11Shannon Elaine MaryPres., Global Supply & QualitySold20,363$357.4K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202615$5.1M281,2613710.0%
Q2 2026382$1.8B107,349,68064144952.4%
Q1 2026363$1.9B99,622,27055172551.7%
Q4 2025350$1.3B83,861,01650961252.6%
Q3 2025335$1.3B85,481,66853132762.1%
Q2 2025320$1.2B78,305,78340136632.2%
Q1 2025312$1.1B71,136,17651109912.5%
Q4 2024302$978.7M72,147,0263596942.4%
Q3 2024299$1.0B71,647,80541111812.9%
Q2 2024287$968.6M72,159,8062690982.7%
Q1 2024314$1.3B88,039,10540111822.2%
Q4 2023307$1.3B88,093,74137611182.5%
Q3 2023312$1.3B80,202,43630105873.8%
Q2 2023314$1.4B83,814,5743789923.7%
Q1 2023303$1.5B89,366,07047104633.0%
Q4 2022284$1.1B67,853,4534866895.0%
Q3 2022273$866.0M64,146,6933890653.9%
Q2 2022274$840.6M56,758,5803582885.2%
Q1 2022282$852.9M56,074,8374195685.0%
Q4 2021290$1.2B77,937,95937631037.3%
Q3 2021289$1.6B91,837,1822883885.6%
Q2 2021301$1.7B94,827,18628881025.2%
Q1 2021314$2.2B107,730,06151103698.6%
Q4 2020312$2.1B109,836,1623682946.7%
Q3 2020309$2.0B108,083,2593487865.8%
Q2 2020308$2.1B112,389,4394073995.8%
Q1 2020307$1.9B115,826,6793782975.4%
Q4 2019335$2.8B129,996,1753776986.8%
Q3 2019311$2.6B142,748,9232796896.1%
Q2 2019343$3.0B156,438,36447901139.1%
Q1 2019386$4.2B195,161,94429859144.6%
Q4 201897$926.3M54,069,6574001.3%