TAK — Takeda Pharmaceutical Co Ltd Sponsored Ads Institutional Holders · Q3 2026
Who owns Takeda Pharmaceutical Co Ltd Sponsored Ads (TAK)? 15 institutions reported holding $5.12M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Wealth Asset Management, LLC ($3.0M), Versant Capital Management, Inc ($786,899), Farther Finance Advisors, LLC ($462,389).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Wealth Asset Management, LLC | $3.0M | 166,666 | Added |
| 2 | Versant Capital Management, Inc | $786,899 | 43,260 | Added |
| 3 | Farther Finance Advisors, LLC | $462,389 | 25,420 | Added |
| 4 | GAMMA Investing LLC | $316,506 | 17,400 | Added |
| 5 | Valeo Financial Advisors, LLC | $235,137 | 12,927 | Added |
| 6 | RIVERSEDGE ADVISORS, LLC | $211,950 | 11,652 | New |
| 7 | Rosenberg Matthew Hamilton | $20,537 | 1,129 | Trimmed |
| 8 | Marquette Asset Management, LLC | $18,190 | 1,000 | New |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $12,606 | 693 | Hold |
| 10 | Retirement Wealth Solutions LLC | $8,604 | 473 | Added |
| 11 | Planning Strategies Inc. | $6,276 | 345 | Added |
| 12 | Bangor Savings Bank | $3,383 | 186 | Hold |
| 13 | Trust Co | $1,164 | 64 | Hold |
| 14 | Bullock Wealth Management Group | $536 | 30 | Hold |
| 15 | GILPIN WEALTH MANAGEMENT, LLC | $292 | 16 | New |
Source: SEC Form 13F filings · as of 2026-09-30