$TAK

$20.27 -$0.16 (0.78%) Close

$TAK Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.56B shares outstanding

Who owns TAK?

By type of holder

Institutions 27.6% Insiders 0.0% Everyone else 72.4%

Concentration Top 10 holders own 11.9%

LPL Financial LLC 4.2% · Charles Schwab Investment Management Inc 0.5%

Institutional ownership

27.6%

+2.1 pts vs last qtr

Institutional holders

893

+31 vs last qtr

Net shares bought

+32.5M

by institutions in Q2 2026

New / sold out

113 / 82

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

LPL Financial LLC +9.6M
Morgan Stanley +6.8M

Biggest sellers in Q2 2026

Charles Schwab Investment Management Inc −11.6M
State Street Corp −2.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$14.6M

18 notices from 16 people

Shares covered

879.7K

0.06% of the company

Arranged in advance

15%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Andrew Plump President, research & development $3M
Plump Andrew Stewart Officer 10b5-1 $2.15M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Takeda Pharmaceutical Co Ltd.

How patient are the owners?

Institutional shares by how long they've been held

5+ years58% 3–5 years12% 1–3 years23% Under 1 year7%

Quarterly turnover

11.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting TAK on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LF LPL Financial LLC	66.0M	4.24%	+9.6M (+17.0%)	≤2021	0.5%
Shares held by quarter Peak holding66.0M (Q2'26) Change over 8 quarters+30.7M Share of the company4.240% LPL Financial LLC's full portfolio →
CS Charles Schwab Investment Management Inc	8.1M	0.52%	−11.6M (−58.8%)	≤2021	0.0%
Shares held by quarter Peak holding44.8M (Q3'24) Change over 8 quarters−36.6M Share of the company0.520% Charles Schwab Investment Management Inc's full portfolio →

LPL Financial LLC

66.0M

% of company

4.24%

Change vs last qtr

+9.6M (+17.0%)

Held since

≤2021

Charles Schwab Investment Management Inc

8.1M

% of company

0.52%

Change vs last qtr

−11.6M (−58.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Takeda Pharmaceutical Co Ltd, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TAK on Form N-PORT; together they hold 2.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AM American Mutual Fund American Mutual Fund	$310M	18.2M	1.17%	0.26%	July 31, 2026
CI Capital Income Builder Capital Income Builder	$126M	7.3M	0.47%	0.10%	July 31, 2026

American Mutual Fund

Position value

$310M

% of company

1.17%

% of the fund

0.26%

As of

July 31, 2026

Capital Income Builder

Position value

$126M

% of company

0.47%

% of the fund

0.10%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Takeda Pharmaceutical Co Ltd and how much of the fund the position is.

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