Takeda Pharmaceutic-SP ADRTAK

13F holders, Q1 2025 (March 31)
309holders +8
49new positions
37sold out
6famous investors
$14.87avg. 13F price*

At the end of Q1 2025, 309 institutions reported holding Takeda Pharmaceutic-SP ADR (TAK) in their 13F filings, up 8 from Q4 2024. 49 opened new positions and 37 sold out. The largest holders were Capital Research Global Investors ($196.3M), Morgan Stanley ($84.8M) and Goldman Sachs Group Inc. ($79.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Takeda Pharmaceutic-SP ADR
CUSIP
874060205
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 312Q1 2024Q2 2024: 284Q2 2024Q3 2024: 299Q3 2024Q4 2024: 301Q4 2024Q1 2025: 309Q1 2025Q2 2025: 316Q2 2025Q3 2025: 330Q3 2025Q4 2025: 350Q4 2025Q1 2026: 362Q1 2026Q2 2026: 379Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions49$78.7M
Exits37$42.6M

All 13F filers, Q4 2024 → Q1 2025: 10,096,517 shares bought and 11,022,361 shares sold, net −925,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 309 holders

Capital Research Global Investors 0.04% Add +0.3% 13,201,004 $196.3M
Morgan Stanley 0.01% Add +1.8% 5,702,524 $84.8M
Goldman Sachs Group Inc. 0.01% Add +15.0% 5,320,793 $79.1M
FMR LLC 0.00% Add +14.1% 3,865,098 $57.5M
Brandes Investment Partners, LP 0.53% Add +15.3% 3,504,142 $52.1M
Adage Capital Partners Gp, L.L.C. 0.09% New 3,433,023 $51.0M
Renaissance Technologies 0.07% Add +2.5% 3,157,700 $47.0M
First Trust Advisors LP 0.04% Reduce -15.0% 2,755,955 $41.0M
BlackRock, Inc. 0.00% Add +19.4% 2,630,833 $39.1M
Van Eck Associates Corp. 0.04% Reduce -1.7% 2,172,384 $32.3M
UBS Group AG 0.01% Add +5.6% 1,754,562 $26.1M
Northern Trust Corp. 0.00% Reduce -12.5% 1,639,913 $24.4M
Managed Asset Portfolios, LLC 3.03% Add +3.7% 1,469,666 $21.9M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -66.8% 1,400,456 $20.8M
Wells Fargo & Company 0.00% Add +12.1% 967,827 $14.4M
Envestnet Asset Management Inc. 0.00% Reduce -9.5% 891,183 $13.3M
Verition Fund Management LLC 0.07% New 840,319 $12.5M
Toronto Dominion Bank 0.02% Add +26.8% 647,600 $9.6M
Federated Hermes, Inc. 0.02% Add +24.6% 541,919 $8.1M
Quantinno Capital Management LP 0.05% Add +7.1% 516,044 $7.7M
Royal Bank of Canada 0.00% Add +11.0% 441,054 $6.6M
Natixis Advisors, LLC 0.01% Reduce -12.2% 420,278 $6.3M
Stifel Financial Corp. 0.01% Reduce -7.7% 401,782 $6.0M
Crossmark Global Holdings, Inc. 0.10% Add +88.5% 396,833 $5.9M
QRG Capital Management, Inc. 0.06% Add +17.4% 386,928 $5.8M
Summit Global Investments 0.38% Reduce -51.9% 350,739 $5.2M
Abc Arbitrage SA 0.93% New 335,855 $5.0M
Bleakley Financial Group, LLC 0.16% Add +2.6% 326,572 $4.9M
Bank of America Corp. 0.00% Reduce -12.2% 318,358 $4.7M
American Century Companies Inc. 0.00% Add +5.0% 316,208 $4.7M
Charles Schwab Investment Management Inc. 0.00% Add +22.7% 311,216 $4.6M
Creative Planning 0.00% Add +19.2% 299,561 $4.5M
Manning & Napier Advisors LLC 0.05% Reduce -2.3% 297,523 $4.4M
Qube Research & Technologies Ltd 0.01% Add +63.2% 293,699 $4.4M
Clean Yield Group 1.39% Reduce -20.4% 286,556 $4.3M
JPMorgan Chase & Co. 0.00% Add +233.3% 279,422 $4.2M
Millennium Management 0.00% Reduce -87.7% 246,657 $3.7M
Mercer Global Advisors Inc. 0.01% Add +34.0% 233,621 $3.5M
Hudson Bay Capital Management LP 0.02% Reduce -17.3% 227,500 $3.4M
Ethic Inc. 0.07% Reduce -32.7% 219,535 $3.3M
Hantz Financial Services, Inc. 0.06% Add +0.1% 219,498 $3.3M
Pathstone Holdings, LLC 0.01% Reduce -32.1% 214,759 $3.2M
LPL Financial LLC 0.00% Add +7.9% 201,433 $3.0M
AQR Capital Management 0.00% Add +43.6% 195,740 $2.9M
Legacy Wealth Asset Management, LLC 0.76% Add +31.7% 185,472 $2.8M
Catalyst Capital Advisors LLC 0.06% Add +1.7% 181,000 $2.7M
Dimensional Fund Advisors LP 0.00% Reduce -2.7% 177,006 $2.6M
Mariner, LLC 0.00% Add +15.5% 164,633 $2.4M
Quadrant Capital Group LLC 0.09% Add +789.7% 161,980 $2.4M
Cerity Partners LLC 0.00% Add +81.7% 159,285 $2.4M
Graham Capital Management, L.P. 0.11% New 158,760 $2.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +55.4% 156,353 $2.3M
Two Sigma Advisers, LP 0.01% No change 154,600 $2.3M
Sei Investments Co. 0.00% Reduce -32.8% 149,808 $2.2M
Citadel Advisors 0.00% Add +275.3% 142,556 $2.1M
Legal & General Group Plc 0.00% No change 136,715 $2.0M
Boston Partners 0.00% Add +91.2% 132,107 $2.0M
O'shaughnessy Asset Management, LLC 0.02% Add +46.0% 130,747 $1.9M
Bank of New York Mellon Corp 0.00% Add +23.4% 129,479 $1.9M
Forum Financial Management, LP 0.03% No change 114,324 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +941.6% 114,298 $1.7M
LMR Partners LLP 0.05% Reduce -50.7% 113,395 $1.7M
US Bancorp \de 0.00% Reduce -14.7% 106,037 $1.6M
Aberdeen Group plc 0.00% No change 105,073 $1.6M
Schechter Investment Advisors, LLC 0.13% Reduce -12.3% 104,974 $1.6M
Heritage Investors Management Corp. 0.05% Reduce -3.0% 103,379 $1.5M
Vanguard Group Inc. 0.00% No change 101,870 $1.5M
Gold Investment Management Ltd. 0.61% Add +18.8% 97,558 $1.5M
XY Capital Ltd 0.94% Reduce -41.1% 95,830 $1.4M
Bank of Montreal 0.00% Add +2.4% 88,892 $1.3M
HighTower Advisors, LLC 0.00% Reduce -29.5% 87,745 $1.3M
Assetmark, Inc. 0.00% Add +0.4% 86,539 $1.3M
Ameriprise Financial Inc. 0.00% Add +30.5% 84,984 $1.3M
Focus Partners Wealth 0.00% Add +3.9% 82,738 $1.2M
Raymond James Financial Inc. 0.00% Reduce -24.8% 82,182 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Add +21.6% 79,464 $1.2M
Cetera Investment Advisers 0.00% Add +26.9% 75,237 $1.1M
Corient Private Wealth LP 0.00% Reduce -42.0% 72,483 $1.1M
Rhumbline Advisers 0.00% Reduce -5.2% 70,632 $1.1M
MML Investors Services, LLC 0.00% Add +11.5% 69,286 $1.0M
Signaturefd, LLC 0.02% Add +3.8% 67,579 $1.0M
Truist Financial Corp. 0.00% Reduce -4.7% 66,674 $991K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -18.2% 66,475 $988K
Sequoia Financial Advisors, LLC 0.01% Add +70.3% 64,599 $961K
Russell Investments Group, Ltd. 0.00% Add +42.2% 64,463 $959K
Squarepoint Ops LLC 0.00% New 63,633 $946K
Highland Capital Management, LLC 0.06% Reduce -7.1% 62,900 $935K
Exchange Traded Concepts, LLC 0.02% Reduce -3.7% 59,201 $880K
PNC Financial Services Group, Inc. 0.00% Reduce -0.2% 58,570 $871K
D. E. Shaw & Co. 0.00% New 56,036 $833K
Lanark Financial, Inc. 0.07% — 55,652 $827K
Oppenheimer Asset Management Inc. 0.01% Reduce -6.1% 55,466 $825K
American Trust Investment Advisors, LLC 0.33% Add +17.6% 53,655 $798K
Fisher Asset Management 0.00% Add +26.2% 52,145 $775K
Invesco Ltd. 0.00% New 49,947 $743K
ICONIQ Capital, LLC 0.01% Add +19.3% 49,627 $738K
Bridgefront Capital, LLC 0.21% Add +19.4% 49,438 $735K
Callan Capital, LLC 0.05% New 49,425 $735K
Advisors Asset Management, Inc. 0.01% Add +19.9% 47,263 $703K
Jane Street Group, LLC 0.00% Reduce -81.5% 47,106 $700K
Susquehanna International Group, LLP 0.00% Add +81.5% 47,029 $699K
Marshall Wace, LLP 0.00% Reduce -40.7% 45,247 $673K
Investors Research Corp 0.14% Add +4.0% 44,919 $668K
Compound Planning, Inc. 0.03% Add +54.7% 43,670 $649K
Orion Porfolio Solutions, LLC 0.01% Add +233.3% 43,318 $644K
Orion Portfolio Solutions, LLC 0.01% Add +233.3% 43,318 $644K
Public Employees Retirement System of Ohio 0.00% No change 42,244 $628K
M&T Bank Corp 0.00% Add +7.5% 41,420 $616K
Corient IA LP 0.42% — 40,000 $595K
Capital Fund Management S.A. 0.01% New 39,946 $594K
Probity Advisors, Inc. 0.11% Reduce -10.0% 38,951 $579K
Ballentine Partners, LLC 0.01% Reduce -0.7% 38,378 $571K
Captrust Financial Advisors 0.00% Add +107.9% 36,251 $539K
Lester Murray Antman dba SimplyRich 0.15% Add +76.3% 34,671 $515K
West Family Investments, Inc. 0.19% No change 33,468 $498K
United Capital Financial Advisors, LLC 0.00% Add +18.6% 31,924 $475K
Park Avenue Securities LLC 0.01% Add +15.1% 31,828 $473K
Evergreen Capital Management LLC 0.02% Reduce -17.1% 31,003 $461K
Neuberger Berman Group LLC 0.00% Add +19.6% 30,709 $457K
Yousif Capital Management, LLC 0.01% Reduce -37.9% 29,869 $444K
Caprock Group, LLC 0.01% Add +9.6% 28,398 $422K
Ellevest, Inc. 0.03% Reduce -29.8% 28,337 $421K
Pacer Advisors, Inc. 0.00% Add +3.0% 27,999 $416K
Syon Capital LLC 0.03% Reduce -23.8% 27,956 $416K
First Affirmative Financial Network 0.25% Add +35.3% 27,866 $414K
Lido Advisors, LLC 0.00% Reduce -3.3% 26,593 $395K
Bartlett & Co. Wealth Management LLC 0.01% Add +21.9% 25,326 $377K
Versant Capital Management, Inc 0.06% Add +1179.5% 25,130 $374K
Beverly Hills Private Wealth, LLC 0.07% Reduce -0.2% 24,779 $368K
Glenmede Trust Co. NA 0.00% Add +123.2% 24,580 $366K
Aaron Wealth Advisors LLC 0.04% Reduce -2.4% 24,399 $363K
Ritholtz Wealth Management 0.01% Reduce -7.9% 23,247 $346K
Nomura Holdings Inc. 0.00% New 22,700 $338K
Tsfg, LLC 0.07% Reduce -9.2% 22,548 $335K
Ieq Capital, LLC 0.00% Add +4.6% 22,222 $330K
HRT Financial LP 0.00% New 21,908 $325K
Commonwealth Equity Services, LLC 0.00% Add +22.1% 21,630 $322K
Allspring Global Investments Holdings, LLC 0.00% Add +5.4% 21,373 $319K
Choreo, LLC 0.00% Add +6.1% 21,262 $316K
Sanctuary Advisors, LLC 0.00% Reduce -27.8% 21,251 $316K
Vident Advisory, LLC 0.00% Add +52.4% 20,732 $308K
Pitcairn Co. 0.02% Add +18.4% 20,672 $307K
Inscription Capital, LLC 0.05% — 21,819 $303K
Dorsey & Whitney Trust CO LLC 0.02% Add +29.5% 20,140 $299K
Parallel Advisors, LLC 0.01% Add +21.3% 19,853 $295K
PDS Planning, Inc 0.02% Add +25.8% 19,827 $295K
Gallacher Capital Management LLC 0.14% Add +10.5% 19,493 $290K
Rothschild Investment LLC 0.02% Add +3.1% 19,398 $288K
&partners 0.00% Reduce -22.5% 18,449 $278K
Baird Financial Group, Inc. 0.00% New 18,583 $276K
SYM FINANCIAL Corp 0.03% Add +72.0% 18,203 $271K
Citigroup Inc. 0.00% Reduce -31.0% 17,937 $267K
Vontobel Holding Ltd. 0.00% New 17,619 $262K
Employees Retirement System of Texas 0.00% Add +211.6% 17,545 $261K
DGS Capital Management, LLC 0.07% Add +52.4% 17,040 $253K
Franklin Resources Inc. 0.00% Reduce -15.2% 16,792 $250K
Townsquare Capital LLC 0.00% Add +39.2% 15,865 $236K
Engineers Gate Manager LP 0.00% New 14,790 $220K
Old National Bancorp 0.01% Reduce -45.0% 13,883 $206K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 13,811 $205K
Intelligence Driven Advisers, LLC 0.04% New 13,558 $202K
Jefferies Financial Group Inc. 0.00% New 13,391 $199K
Fortis Capital Advisors, LLC 0.04% New 12,871 $191K
Belpointe Asset Management LLC 0.01% New 12,871 $191K
Tower Research Capital LLC (TRC) 0.01% Reduce -39.7% 12,600 $187K
Osaic Holdings, Inc. 0.00% Reduce -34.0% 12,374 $184K
Five Oceans Advisors 0.09% Reduce -33.6% 12,280 $183K
Brooklyn Investment Group 0.04% Add +890.7% 12,176 $181K
Checchi Capital Advisers, LLC 0.01% New 11,912 $177K
Balyasny Asset Management L.P. 0.00% Reduce -93.9% 11,773 $175K
Keybank National Association 0.00% New 11,773 $175K
Jackson Thornton Wealth Management, LLC 0.02% New 11,859 $174K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -50.5% 11,702 $174K
Sage Rhino Capital LLC 0.04% Reduce -1.3% 11,685 $174K
B. Riley Wealth Advisors, Inc. 0.01% Add +2.3% 11,565 $172K
Cornerstone Select Advisors, LLC 0.16% Reduce -9.0% 11,485 $171K
Naviter Wealth, LLC 0.02% Reduce -36.8% 10,887 $164K
Simon Quick Advisors, LLC 0.01% New 10,997 $164K
Allworth Financial LP 0.00% Add +12.7% 10,797 $163K
Sagespring Wealth Partners, LLC 0.00% New 10,880 $162K
Blair William & Co. 0.00% Reduce -12.9% 10,623 $158K
Smartleaf Asset Management LLC 0.02% Add +3.6% 10,379 $156K
Entropy Technologies, LP 0.02% New 10,483 $156K
GeoWealth Management, LLC 0.01% Reduce -36.4% 10,292 $153K
Generali Investments CEE, investicni spolecnost, a.s. 0.01% No change 10,000 $149K
Blue Trust, Inc. 0.00% Reduce -6.0% 9,725 $145K
Hexagon Capital Partners LLC 0.02% Add +52.9% 8,698 $129K
Coldstream Capital Management Inc. 0.00% New 8,486 $126K
Caitong International Asset Management Co., Ltd 0.09% New 8,398 $125K
Federation des caisses Desjardins du Quebec 0.00% Add +1.3% 8,221 $122K
Cwm, LLC 0.00% Reduce -22.7% 7,418 $110K
SG Americas Securities, LLC 0.00% New 7,158 $106K
GAMMA Investing LLC 0.01% Add +22.6% 7,042 $105K
Principia Wealth Advisory, LLC 0.10% No change 7,144 $102K
EverSource Wealth Advisors, LLC 0.01% Add +26.0% 6,541 $97K
Larson Financial Group LLC 0.00% Add +10.0% 5,468 $81K
Fifth Third Bancorp 0.00% Add +85.5% 5,232 $78K
National Bank of Canada 0.00% Add +9.5% 4,966 $74K
Farther Finance Advisors, LLC 0.00% Add +29.2% 4,620 $69K
Lindbrook Capital, LLC 0.01% Reduce -16.7% 4,292 $64K
Financial Avengers, Inc. 0.03% Reduce -35.6% 4,000 $59K
Crowley Wealth Management, Inc. 0.06% No change 3,927 $58K
Principal Securities, Inc. 0.00% No change 3,866 $51K
AXA S.A. 0.00% No change 2,862 $43K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.7% 2,799 $42K
IFP Advisors, Inc 0.00% Add +16.2% 2,508 $37K
Paradigm Asset Management Co. LLC 0.01% No change 2,500 $37K
FNY Investment Advisers, LLC 0.02% New 2,500 $37K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -20.6% 2,294 $34K
Manchester Capital Management LLC 0.00% Add +2.1% 2,238 $33K
Rosenberg Matthew Hamilton 0.01% No change 2,104 $31K
Addison Advisors LLC 0.01% Reduce -1.8% 2,073 $31K
Smithfield Trust Co 0.00% Reduce -3.6% 1,869 $28K
Geneos Wealth Management Inc. 0.00% Add +54.5% 1,883 $28K
MAI Capital Management 0.00% Add +3.8% 1,657 $25K
Barclays PLC 0.00% Add +75.0% 1,654 $25K
Whipplewood Advisors, LLC 0.01% Reduce -98.9% 19 $23K
Mondrian Investment Partners LTD 0.00% Reduce -6.7% 1,438 $21K
Financial Perspectives, Inc 0.01% No change 1,437 $21K
Harbour Investments, Inc. 0.00% Reduce -21.5% 1,376 $20K
Sterling Capital Management LLC 0.00% Reduce -89.6% 1,369 $20K
Jones Financial Companies LLLP 0.00% Reduce -18.3% 1,326 $20K
Cranbrook Wealth Management, LLC 0.00% No change 1,313 $20K
Montag A & Associates Inc. 0.00% No change 1,238 $18K
NewSquare Capital LLC 0.00% Add +598.3% 1,222 $18K
Pinnacle Bancorp, Inc. 0.01% No change 1,195 $18K
Wayfinding Financial, LLC 0.01% New 1,209 $17K
Sierra Ocean, LLC 0.01% Reduce -8.5% 1,059 $16K
Optiver Holding B.V. 0.00% New 1,059 $16K
Private Trust Co. NA 0.00% New 1,035 $15K
Steward Partners Investment Advisory, LLC 0.00% Add +16.7% 991 $15K
Spire Wealth Management 0.00% Reduce -10.6% 986 $15K
Bessemer Group Inc. 0.00% Add +450.9% 920 $14K
Cornerstone National Bank & Trust Co 0.01% New 875 $13K
JFS Wealth Advisors, LLC 0.00% Reduce -25.3% 808 $12K
CIBC Private Wealth Group LLC 0.00% Add +311.7% 737 $10K
First Horizon Advisors, Inc. 0.00% No change 685 $10K
BNP Paribas Financial Markets 0.00% Reduce -99.9% 676 $10K
Credit Agricole S A 0.00% No change 574 $9K
Parkside Financial Bank & Trust 0.00% Add +100.8% 538 $8K
Piscataqua Savings Bank 0.01% No change 518 $8K
Ameriflex Group, Inc. 0.00% New 503 $7K
Bruce G. Allen Investments, LLC 0.01% Reduce -86.8% 495 $7K
Cornerstone Planning Group LLC 0.00% Add +25.5% 462 $7K
GW&K Investment Management, LLC 0.00% No change 504 $7K
Creative Financial Designs Inc. 0.00% Add +55.9% 413 $6K
Motco 0.00% No change 401 $6K
NewEdge Advisors, LLC 0.00% Reduce -6.2% 380 $6K
Sunbelt Securities, Inc. 0.00% Reduce -81.0% 377 $6K
TCTC Holdings, LLC 0.00% No change 372 $6K
Zions Bancorporation, National Association 0.00% — 371 $6K
Colonial Trust Advisors 0.00% No change 352 $5K
UMB Bank, n.a. 0.00% No change 350 $5K
Macquarie Group Ltd. 0.00% No change 324 $5K
TD Private Client Wealth LLC 0.00% Add +33.2% 317 $5K
Archer Investment Corp 0.00% No change 297 $4K
Raffa Wealth Management, LLC 0.00% No change 273 $4K
Highline Wealth Partners LLC 0.00% New 271 $4K
IMA Advisory Services, Inc. 0.00% New 251 $4K
Group One Trading LLC 0.00% Reduce -10.2% 247 $4K
Arax Advisory Partners 0.00% New 234 $3K
PFS Partners, LLC 0.00% No change 227 $3K
Bell Investment Advisors, Inc 0.00% Add +191.7% 210 $3K
Coston, McIsaac & Partners 0.00% No change 259 $3K
Nisa Investment Advisors, LLC 0.00% New 200 $3K
True Wealth Design, LLC 0.00% Reduce -1.5% 193 $3K
Bangor Savings Bank 0.00% No change 186 $3K
Bogart Wealth, LLC 0.00% Add +4.3% 168 $2K
Evelyn Partners Investment Management LLP 0.00% No change 167 $2K
Erste Asset Management GmbH 0.00% No change 3,674 $2K
Aventura Private Wealth, LLC 0.00% No change 149 $2K
Hughes Financial Services, LLC 0.00% New 145 $2K
Front Row Advisors LLC 0.00% No change 145 $2K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -89.5% 145 $2K
Medallion Wealth Advisors, LLC 0.00% Reduce -75.2% 140 $2K
Tidemark, LLC 0.00% No change 126 $2K
Strategic Investment Solutions, Inc. 0.00% No change 125 $2K
Financial Management Professionals, Inc. 0.00% Reduce -78.3% 125 $2K
Clearstead Advisors, LLC 0.00% Reduce -64.3% 119 $2K
Oakworth Capital, Inc. 0.00% New 114 $2K
Mather Group, Llc. 0.00% Reduce -0.9% 104 $2K
HM Payson & Co. 0.00% No change 100 $1K
Evelyn Partners Investment Management Services Ltd 0.00% No change 98 $1K
Summit Securities Group LLC 0.00% New 74 $1K
Ridgewood Investments LLC 0.00% No change 72 $1K
Gould Capital, LLC 0.00% No change 70 $1K
IAG Wealth Partners, LLC 0.00% New 70 $1K
CX Institutional 0.00% New 42 $1K
Physician Wealth Advisors, Inc. 0.00% New 66 $982
WPG Advisers, LLC 0.00% Reduce -85.2% 63 $937
Brown, Lisle/Cummings, Inc. 0.00% New 58 $862
Private Wealth Asset Management, LLC 0.00% — 53 $788
Collier Financial 0.00% No change 50 $744
Sound Income Strategies, LLC 0.00% Add +92.0% 48 $711
Wood Tarver Financial Group, LLC 0.00% Reduce -15.1% 45 $670
Fairman Group, LLC 0.00% No change 45 $596
Bare Financial Services, Inc 0.00% New 36 $535
Bellwether Advisors, LLC 0.00% No change 36 $535
Valley Wealth Managers, Inc. 0.00% No change 36 $535
Armstrong Advisory Group, Inc. 0.00% No change 25 $331
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 21 $312
AdvisorNet Financial, Inc 0.00% No change 20 $297
Concord Wealth Partners 0.00% New 20 $297
Abound Wealth Management 0.00% Reduce -63.6% 16 $238
High Note Wealth, LLC 0.00% No change 13 $193
GPS Wealth Strategies Group, LLC 0.00% New 6 $89
Rise Advisors, LLC 0.00% Reduce -100.0% 1 $16
Huntington National Bank 0.00% Reduce -98.0% 1 $15
CENTRAL TRUST Co 0.00% New 1 $11

"% of holder's portfolio" is TAK's weight in each manager's 13F, not the share of Takeda Pharmaceutic-SP ADR the manager owns.