TAK Institutional Ownership
Takeda Pharmaceutical Company Limited
1W: +1.1%
1M: +9.2%
3M: +14.3%
YTD: +29.9%
1Y: +44.8%
3Y: +51.9%
5Y: +70.8%
$20.27
-0.16 (-0.78%)
Weekly Expected Move ±3.0%
$19
$20
$20
$21
$21
Credit Risk of going bust: lower than 78% of companies Debt: 32.7% of company value Bonds: $208.5M held by 194 funds, 85 bp over Treasuries → details ▾
If the stock fell to about $0.49 (down 98%), Takeda Pharmaceutical Company Limited would be worth roughly what it owes.
Total debt $31.29B against a stock market value of $64.51B.
Distance to default 9.14 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $17.29B (short-term plus half of long-term), stock volatility 21.6%; Altman Z'' 1.53. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Total debt $31.29B against a stock market value of $64.51B.
Distance to default 9.14 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $17.29B (short-term plus half of long-term), stock volatility 21.6%; Altman Z'' 1.53. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — TAK
425
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
68
New Positions
143
Increased
142
Reduced
41
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (461 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 19,297,680 | $391M | +193,461 | +1.0% | 15Q | SEC ↗ |
| 2 | FMR LLC | 9,599,302 | $195M | +2,481,816 | +34.9% | 31Q | SEC ↗ |
| 3 | MORGAN STANLEY | 6,994,924 | $142M | +525,324 | +8.1% | 31Q | SEC ↗ |
| 4 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 6,050,771 | $123M | -374,213 | -5.8% | 2Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 5,125,032 | $104M | -493,696 | -8.8% | 15Q | SEC ↗ |
| 6 | BRANDES INVESTMENT PARTNERS, LP | 4,539,347 | $92M | +108,705 | +2.5% | 31Q | SEC ↗ |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 3,732,924 | $76M | +616,613 | +19.8% | 18Q | SEC ↗ |
| 8 | BlackRock, Inc. | 3,688,166 | $75M | +511,745 | +16.1% | 8Q | SEC ↗ |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 2,568,000 | $52M | -421,100 | -14.1% | 29Q | SEC ↗ |
| 10 | Qube Research & Technologies Ltd NEW | 2,207,432 | $45M | — | +0.0% | 1Q | SEC ↗ |
| 11 | FIRST TRUST ADVISORS LP | 2,114,912 | $43M | +143,838 | +7.3% | 8Q | SEC ↗ |
| 12 | D. E. Shaw & Co., Inc. | 2,049,467 | $42M | -553,076 | -21.3% | 4Q | SEC ↗ |
| 13 | MANAGED ASSET PORTFOLIOS, LLC | 1,823,884 | $37M | +25,486 | +1.4% | 26Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 1,740,313 | $35M | -220,725 | -11.3% | 31Q | SEC ↗ |
| 15 | VAN ECK ASSOCIATES CORP | 1,674,005 | $34M | -586,099 | -25.9% | 15Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1,598,174 | $32M | +186,247 | +13.2% | 31Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC | 1,525,686 | $31M | +631,263 | +70.6% | 10Q | SEC ↗ |
| 18 | Quantinno Capital Management LP | 1,402,650 | $28M | +113,324 | +8.8% | 15Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 1,150,820 | $23M | +14,798 | +1.3% | 31Q | SEC ↗ |
| 20 | MILLENNIUM MANAGEMENT LLC NEW | 1,050,698 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 21 | UBS Group AG | 911,319 | $18M | -1,828,910 | -66.7% | 31Q | SEC ↗ |
| 22 | Crossmark Global Holdings, Inc. | 783,835 | $16M | +6,687 | +0.9% | 25Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 744,916 | $15M | +290,935 | +64.1% | 31Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 722,863 | $15M | +94,313 | +15.0% | 30Q | SEC ↗ |
| 25 | BNP PARIBAS FINANCIAL MARKETS | 714,143 | $14M | +523,730 | +275.0% | 29Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 692,900 | $14M | +78,049 | +12.7% | 31Q | SEC ↗ |
| 27 | Focus Partners Wealth | 679,950 | $14M | +197,563 | +41.0% | 10Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 619,021 | $13M | +78,673 | +14.6% | 15Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 619,021 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Creative Planning | 584,777 | $12M | +41,781 | +7.7% | 30Q | SEC ↗ |
| 31 | AMERICAN CENTURY COMPANIES INC | 584,560 | $12M | +69,201 | +13.4% | 15Q | SEC ↗ |
| 32 | LPL Financial LLC | 555,228 | $11M | +81,021 | +17.1% | 30Q | SEC ↗ |
| 33 | Balyasny Asset Management L.P. | 511,336 | $10M | +370,758 | +263.7% | 3Q | SEC ↗ |
| 34 | TWO SIGMA INVESTMENTS, LP | 485,733 | $10M | +174,033 | +55.8% | 2Q | SEC ↗ |
| 35 | US BANCORP \DE | 466,714 | $9M | -43,511 | -8.5% | 31Q | SEC ↗ |
| 36 | PFM Health Sciences, LP NEW | 444,173 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Bleakley Financial Group, LLC | 432,956 | $9M | +1,354 | +0.3% | 15Q | SEC ↗ |
| 38 | RAYMOND JAMES FINANCIAL INC | 408,739 | $8M | +96,723 | +31.0% | 7Q | SEC ↗ |
| 39 | CITIGROUP INC | 396,457 | $8M | +38,283 | +10.7% | 31Q | SEC ↗ |
| 40 | FEDERATED HERMES, INC. | 376,858 | $8M | -5,393 | -1.4% | 15Q | SEC ↗ |
| 41 | QRG CAPITAL MANAGEMENT, INC. | 372,752 | $8M | +5,064 | +1.4% | 12Q | SEC ↗ |
| 42 | Ethic Inc. | 365,253 | $7M | +30,417 | +9.1% | 27Q | SEC ↗ |
| 43 | Vestmark Advisory Solutions, Inc. | 351,770 | $7M | +5,948 | +1.7% | 3Q | SEC ↗ |
| 44 | ASSETMARK, INC | 314,687 | $6M | +87,071 | +38.3% | 20Q | SEC ↗ |
| 45 | Mariner, LLC | 308,157 | $6M | +73,169 | +31.1% | 18Q | SEC ↗ |
| 46 | BANK OF AMERICA CORP /DE | 307,312 | $6M | -12,657 | -4.0% | 15Q | SEC ↗ |
| 47 | HRT FINANCIAL LP | 278,706 | $6M | +152,632 | +121.1% | 6Q | SEC ↗ |
| 48 | Hudson Bay Capital Management LP NEW | 275,000 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 49 | HANTZ FINANCIAL SERVICES, INC. | 269,650 | $5M | -13,388 | -4.7% | 22Q | SEC ↗ |
| 50 | NATIXIS ADVISORS, LLC | 268,328 | $5M | -55,706 | -17.2% | 31Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Qube Research & Technologies Ltd | 2,207,432 | $45M |
| MILLENNIUM MANAGEMENT LLC | 1,050,698 | $21M |
| Sixth Street Partners Management Co | 619,021 | $13M |
| PFM Health Sciences, LP | 444,173 | $9M |
| Hudson Bay Capital Management LP | 275,000 | $6M |
| Nuveen, LLC | 174,356 | $4M |
| TUDOR INVESTMENT CORP ET AL | 100,149 | $2M |
| Dorsey Wright & Associates | 94,276 | $2M |
| Point72 Asset Management, L.P. | 77,658 | $2M |
| Graham Capital Management, L.P. | 75,653 | $2M |
| Entropy Technologies, LP | 65,587 | $1M |
| AdvisorShares Investments LLC | 56,930 | $1M |
| First Affirmative Financial Network | 56,101 | $1M |
| Engineers Gate Manager LP | 44,396 | $900K |
| Global Retirement Partners, LLC | 38,613 | $783K |
| GROUP ONE TRADING LLC | 34,035 | $690K |
| Burns Matteson Capital Management, | 26,474 | $537K |
| DRW Securities, LLC | 22,425 | $455K |
| Quantbot Technologies LP | 22,193 | $450K |
| Quadrature Capital Ltd | 20,870 | $423K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 962,502 | $20M |
| Capital Wealth Planning, LLC | 886,835 | $18M |
| TORONTO DOMINION BANK | 823,200 | $17M |
| Trexquant Investment LP | 229,460 | $5M |
| Aquatic Capital Management LLC | 153,759 | $3M |
| Schonfeld Strategic Advisors LLC | 115,250 | $2M |
| Forum Financial Management, LP | 102,334 | $2M |
| XTX Topco Ltd | 71,324 | $1M |
| China Universal Asset Management Co | 64,000 | $1M |
| Lighthouse Investment Partners, LLC | 56,265 | $1M |
| Squarepoint Ops LLC | 54,391 | $1M |
| YOUSIF CAPITAL MANAGEMENT, LLC | 32,394 | $657K |
| Lester Murray Antman dba SimplyRich | 30,702 | $622K |
| Private Advisor Group, LLC | 26,488 | $537K |
| Bridgefront Capital, LLC | 26,406 | $535K |
| Jefferies Financial Group Inc. | 22,654 | $459K |
| AlphaCore Capital LLC | 22,159 | $449K |
| Beverly Hills Private Wealth, LLC | 19,973 | $405K |
| AXQ CAPITAL, LP | 18,926 | $384K |
| Y-Intercept (Hong Kong) Ltd | 16,973 | $344K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +2,481,816 | +34.9% | 9,599,302 |
| AQR CAPITAL MANAGEMENT LLC | +631,263 | +70.6% | 1,525,686 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +616,613 | +19.8% | 3,732,924 |
| MORGAN STANLEY | +525,324 | +8.1% | 6,994,924 |
| BNP PARIBAS FINANCIAL MARKETS | +523,730 | +275.0% | 714,143 |
| BlackRock, Inc. | +511,745 | +16.1% | 3,688,166 |
| Balyasny Asset Management L.P. | +370,758 | +263.7% | 511,336 |
| JPMORGAN CHASE & CO | +290,935 | +64.1% | 744,916 |
| Focus Partners Wealth | +197,563 | +41.0% | 679,950 |
| Capital Research Global Investors | +193,461 | +1.0% | 19,297,680 |
| ENVESTNET ASSET MANAGEMENT INC | +186,247 | +13.2% | 1,598,174 |
| TWO SIGMA INVESTMENTS, LP | +174,033 | +55.8% | 485,733 |
| HRT FINANCIAL LP | +152,632 | +121.1% | 278,706 |
| FIRST TRUST ADVISORS LP | +143,838 | +7.3% | 2,114,912 |
| Steward Partners Investment Advisor | +115,030 | +11761.8% | 116,008 |
| Quantinno Capital Management LP | +113,324 | +8.8% | 1,402,650 |
| BRANDES INVESTMENT PARTNERS, LP | +108,705 | +2.5% | 4,539,347 |
| RAYMOND JAMES FINANCIAL INC | +96,723 | +31.0% | 408,739 |
| STIFEL FINANCIAL CORP | +94,313 | +15.0% | 722,863 |
| Brooklyn Investment Group | +88,691 | +102.9% | 174,896 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -1,828,910 | -66.7% | 911,319 |
| VAN ECK ASSOCIATES CORP | -586,099 | -25.9% | 1,674,005 |
| D. E. Shaw & Co., Inc. | -553,076 | -21.3% | 2,049,467 |
| GOLDMAN SACHS GROUP INC | -493,696 | -8.8% | 5,125,032 |
| CITADEL ADVISORS LLC | -456,032 | -73.1% | 168,128 |
| RENAISSANCE TECHNOLOGIES LLC | -421,100 | -14.1% | 2,568,000 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -374,213 | -5.8% | 6,050,771 |
| Walleye Capital LLC | -245,348 | -94.1% | 15,469 |
| NORTHERN TRUST CORP | -220,725 | -11.3% | 1,740,313 |
| Cetera Investment Advisers | -71,414 | -31.9% | 152,601 |
| NATIXIS ADVISORS, LLC | -55,706 | -17.2% | 268,328 |
| QUADRANT CAPITAL GROUP LLC | -45,899 | -36.0% | 81,606 |
| PRICE T ROWE ASSOCIATES INC /MD | -45,345 | -32.3% | 94,848 |
| US BANCORP \DE | -43,511 | -8.5% | 466,714 |
| Arjuna Capital | -39,618 | -63.7% | 22,577 |
| Boston Partners | -30,619 | -26.5% | 84,903 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -27,525 | -66.4% | 13,899 |
| Summit Global Investments | -27,321 | -23.5% | 89,173 |
| RITHOLTZ WEALTH MANAGEMENT | -21,298 | -40.0% | 31,907 |
| SEI INVESTMENTS CO | -18,409 | -8.0% | 211,534 |