Filing Research | TAKEDA PHARMACEUTICAL CO LTD Institutional Holdings

Snapshot holdings

50 / 78 loaded

#		Instrument	quantity
1	Crossmark Global Holdings, Inc.	Shares	783.8KSH	$12.6M
2	QRG CAPITAL MANAGEMENT, INC.	Shares	372.8KSH	$6.0M
3	Catalyst Capital Advisors LLC	Shares	192.0KSH	$3.1M
4	Legacy Wealth Asset Management, LLC	Shares	160.2KSH	$2.6M
5	Sequoia Financial Advisors, LLC	Shares	87.9KSH	$1.4M
6	SIGNATUREFD, LLC	Shares	77.7KSH	$1.2M
7	Sivia Capital Partners, LLC	Shares	64.5KSH	$1.0M
8	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	54.7KSH	$876.8K
9	LANARK FINANCIAL, INC.	Shares	52.5KSH	$841.4K
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	52.0KSH	$834.1K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.0KSH	$795.2K
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	43.4KSH	$695.9K
13	Versant Capital Management, Inc	Shares	42.7KSH	$684.3K
14	Abel Hall, LLC	Shares	40.6KSH	$650.9K
15	Aaron Wealth Advisors LLC	Shares	39.6KSH	$635.6K
16	Merit Financial Group, LLC	Shares	35.2KSH	$563.8K
17	Ballentine Partners, LLC	Shares	30.1KSH	$482.4K
18	Burns Matteson Capital Management, LLC	Shares	26.5KSH	$424.4K
19	Venturi Wealth Management, LLC	Shares	24.7KSH	$396.1K
20	Farther Finance Advisors, LLC	Shares	21.3KSH	$341.9K
21	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	20.8KSH	$339.5K
22	Gallacher Capital Management LLC	Shares	20.0KSH	$319.9K
23	Sowell Financial Services LLC	Shares	19.2KSH	$307.2K
24	BSW Wealth Partners	Shares	18.6KSH	$297.4K
25	EverSource Wealth Advisors, LLC	Shares	16.1KSH	$257.9K
26	Larry Mathis Financial Planning, LLC	Shares	14.6KSH	$234.6K
27	FULTON BANK, N.A.	Shares	14.1KSH	$225.5K
28	GAMMA Investing LLC	Shares	13.8KSH	$221.8K
29	Envestnet Portfolio Solutions, Inc.	Shares	13.0KSH	$208.3K
30	DRIVE WEALTH MANAGEMENT, LLC	Shares	12.6KSH	$206.2K
31	B. Riley Wealth Advisors, Inc.	Shares	12.3KSH	$195.9K
32	Five Oceans Advisors	Shares	11.6KSH	$186.7K
33	Optas, LLC	Shares	11.0KSH	$176.8K
34	Arista Wealth Management, LLC	Shares	11.0KSH	$175.7K
35	ASPIRIANT, LLC	Shares	10.3KSH	$164.9K
36	Valeo Financial Advisors, LLC	Shares	10.1KSH	$162.6K
37	Generali Investments CEE, investicni spolecnost, a.s.	Shares	10.0KSH	$160.3K
38	Blue Trust, Inc.	Shares	9.8KSH	$157.2K
39	True Wealth Design, LLC	Shares	3.6KSH	$58.3K
40	Owl Creek Wealth Partners LLC	Shares	3.2KSH	$51.9K
41	FINANCIAL CONSULATE, INC	Shares	2.9KSH	$46.6K
42	SJS Investment Consulting Inc.	Shares	2.3KSH	$36.6K
43	Rosenberg Matthew Hamilton	Shares	1.7KSH	$27.6K
44	Financial Perspectives, Inc	Shares	1.4KSH	$23.0K
45	Ares Financial Consulting, LLC	Shares	1.2KSH	$19.3K
46	E Fund Management (Hong Kong) Co., Ltd.	Shares	1.1KSH	$17.3K
47	Triumph Capital Management	Shares	885SH	$14.2K
48	Spire Wealth Management	Shares	779SH	$12.5K
49	ELEVATION WEALTH PARTNERS, LLC	Shares	693SH	$11.1K
50	IFP Advisors, Inc	Shares	534SH	$8.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 87 loaded

#		Instrument
1	Burns Matteson Capital Management, LLC new	Shares	+26.5K	+$424.4K	$424.4K
2	Sivia Capital Partners, LLC added	Shares	+29.7K	+$389.5K	$1.0M
3	Optas, LLC new	Shares	+11.0K	+$176.8K	$176.8K
4	ASPIRIANT, LLC new	Shares	+10.3K	+$164.9K	$164.9K
5	Valeo Financial Advisors, LLC new	Shares	+10.1K	+$162.6K	$162.6K
6	Merit Financial Group, LLC added	Shares	+10.2K	+$102.2K	$563.8K
7	Sowell Financial Services LLC added	Shares	+5.0K	+$45.5K	$307.2K
8	Blue Trust, Inc. added	Shares	+3.4K	+$38.5K	$157.2K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.5K	+$36.1K	$795.2K
10	Abel Hall, LLC added	Shares	+6.5K	+$19.4K	$650.9K
11	ELEVATION WEALTH PARTNERS, LLC new	Shares	+693	+$11.1K	$11.1K
12	True Wealth Design, LLC added	Shares	+1.1K	+$10.5K	$58.3K
13	SJS Investment Consulting Inc. added	Shares	+817	+$9.4K	$36.6K
14	Farther Finance Advisors, LLC added	Shares	+3.5K	+$7.3K	$341.9K
15	Ballentine Partners, LLC added	Shares	+4.4K	+$7.0K	$482.4K
16	BSW Wealth Partners added	Shares	+2.7K	+$4.2K	$297.4K
17	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+275	+$2.4K	$17.3K
18	High Note Wealth, LLC new	Shares	+125	+$2.0K	$2.0K
19	LRI Investments, LLC new	Shares	+87	+$1.4K	$1.4K
20	Physician Wealth Advisors, Inc. added	Shares	+84	+$898	$4.2K
21	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+44	+$701	$701
22	Bogart Wealth, LLC new	Shares	+38	+$609	$609
23	Monetary Solutions, Ltd new	Shares	+30	+$481	$481
24	Mosley Wealth Management new	Shares	+18	+$289	$289
25	HORIZON FINANCIAL SERVICES, LLC new	Shares	+13	+$208	$208
26	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$3	$16
27	TSFG, LLC added	Shares	+192	-$16	$125
28	Arlington Trust Co LLC unchanged	Shares	0	-$40	$256
29	PARK AVENUE SECURITIES LLC trimmed	Shares	-996	-$130	$719
30	Trust Co unchanged	Shares	0	-$159	$1.0K
31	TOTH FINANCIAL ADVISORY CORP exited	Shares	-10	-$186	$0
32	Abound Wealth Management exited	Shares	-11	-$204	$0
33	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+1.5K	-$247	$206.2K
34	HM PAYSON & CO unchanged	Shares	0	-$249	$1.6K
35	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$311	$2.0K
36	PFS Partners, LLC unchanged	Shares	0	-$338	$2.2K
37	Hughes Financial Services, LLC unchanged	Shares	0	-$361	$2.3K
38	JNBA Financial Advisors unchanged	Shares	0	-$430	$2.8K
39	Bangor Savings Bank unchanged	Shares	0	-$463	$3.0K
40	Community Financial Services Group, LLC unchanged	Shares	0	-$567	$3.2K
41	Harbor Asset Planning, Inc. unchanged	Shares	0	-$585	$3.8K
42	Financial Management Professionals, Inc. trimmed	Shares	-12	-$679	$3.2K
43	SALEM INVESTMENT COUNSELORS INC exited	Shares	-38	-$704	$0
44	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$737	$4.7K
45	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$937	$6.0K
46	Piscataqua Savings Bank unchanged	Shares	0	-$1.3K	$8.3K
47	Spire Wealth Management unchanged	Shares	0	-$1.9K	$12.5K
48	JFS WEALTH ADVISORS, LLC trimmed	Shares	-105	-$2.0K	$658
49	FINANCIAL CONSULATE, INC added	Shares	+268	-$2.3K	$46.6K
50	IFP Advisors, Inc trimmed	Shares	-75	-$2.7K	$8.6K

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