8 institutions reported holding $1.1M of TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE (TAK) in SEC 13F filings for 2026-06-30. Largest institutional holders: Versant Capital Management, Inc ($684,257), GAMMA Investing LLC ($221,807), Valeo Financial Advisors, LLC ($162,552), ELEVATION WEALTH PARTNERS, LLC ($11,109), Retirement Wealth Solutions LLC ($4,409). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Versant Capital Management, Inc | $684,257 | 42,686 | Added |
| 2 | GAMMA Investing LLC | $221,807 | 13,837 | Added |
| 3 | Valeo Financial Advisors, LLC | $162,552 | 10,141 | New |
| 4 | ELEVATION WEALTH PARTNERS, LLC | $11,109 | 693 | New |
| 5 | Retirement Wealth Solutions LLC | $4,409 | 275 | Trimmed |
| 6 | Bangor Savings Bank | $2,982 | 186 | Hold |
| 7 | Strategic Investment Solutions, Inc. /IL | $2,004 | 125 | Hold |
| 8 | Arlington Trust Co LLC | $256 | 16 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30