Who owns TAK
Which tracked institutional funds hold TAK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TAK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
35 tracked funds added or opened TAK while 73 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TAK’s largest tracked holder by dollar value, Capital Research Global Investors, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TAK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 360 tracked filers holding TAK, 205 increased or opened the position and 157 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TAK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- Qube Research & Technologies Ltd$35M
- MILLENNIUM MANAGEMENT LLC$17M
- PFM Health Sciences, LP$7M
- Hudson Bay Capital Management LP$4M
- Nuveen, LLC$3M
- TUDOR INVESTMENT CORP ET AL$2M
Full exits 16
- Capital Wealth Planning, LLC$16M
- NATIXIS ADVISORS, LLC$6M
- HANTZ FINANCIAL SERVICES, INC.$5M
- Trexquant Investment LP$4M
- Brooklyn Investment Group$3M
- Aquatic Capital Management LLC$3M
Largest adds
- FMR LLC$27M
- AQR CAPITAL MANAGEMENT LLC$8M
- BNP PARIBAS FINANCIAL MARKETS$8M
- BALYASNY ASSET MANAGEMENT L.P.$6M
- JPMORGAN CHASE & CO$4M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
Largest trims
- Capital Research Global Investors$44M
- UBS Group AG$36M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$22M
- GOLDMAN SACHS GROUP INC$22M
- D. E. Shaw & Co., Inc.$15M
- VAN ECK ASSOCIATES CORP$15M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital Research Global Investors added | 19,297,680 | $309M | 19.3% | 2026-Q2 |
| FMR LLC added | 9,599,302 | $154M | 9.6% | 2026-Q2 |
| MORGAN STANLEY added | 6,994,924 | $112M | 7.0% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 6,050,771 | $97M | 6.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 5,125,032 | $82M | 5.1% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 4,539,347 | $73M | 4.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 3,732,924 | $60M | 3.7% | 2026-Q2 |
| BlackRock, Inc. added | 3,688,166 | $59M | 3.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 2,568,000 | $41M | 2.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 2,207,432 | $35M | 2.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,114,912 | $34M | 2.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 2,049,467 | $33M | 2.1% | 2026-Q2 |
| MANAGED ASSET PORTFOLIOS, LLC added | 1,823,884 | $29M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,740,313 | $28M | 1.7% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 1,674,005 | $27M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,598,174 | $26M | 1.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,525,686 | $24M | 1.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,402,650 | $22M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,150,820 | $18M | 1.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,050,698 | $17M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 911,319 | $15M | 0.9% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 783,835 | $13M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 744,916 | $12M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 722,863 | $12M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 714,143 | $11M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 692,900 | $11M | 0.7% | 2026-Q2 |
| Focus Partners Wealth added | 679,950 | $11M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 619,021 | $10M | 0.6% | 2026-Q2 |
| Creative Planning added | 584,777 | $9M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 584,560 | $9M | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 555,228 | $9M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 511,336 | $8M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 485,733 | $8M | 0.5% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 466,714 | $7M | 0.5% | 2026-Q2 |
| PFM Health Sciences, LP new | 444,173 | $7M | 0.4% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 432,956 | $7M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 408,739 | $7M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 396,457 | $6M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 376,858 | $6M | 0.4% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 372,752 | $6M | 0.4% | 2026-Q2 |
| Ethic Inc. added | 365,253 | $6M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 351,770 | $6M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 314,687 | $5M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 308,157 | $5M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 307,312 | $5M | 0.3% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 275,000 | $4M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 239,306 | $4M | 0.2% | 2026-Q2 |
| Clean Yield Group trimmed | 227,988 | $4M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 211,534 | $3M | 0.2% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC trimmed | 206,900 | $3M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 204,241 | $3M | 0.2% | 2026-Q2 |
| Catalyst Capital Advisors LLC | 192,000 | $3M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 191,809 | $3M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 191,537 | $3M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 174,356 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 168,128 | $3M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 167,856 | $3M | 0.2% | 2026-Q2 |
| Carrera Capital Advisors added | 167,167 | $3M | 0.2% | 2026-Q2 |
| Callan Family Office, LLC added | 165,303 | $3M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 160,601 | $3M | 0.2% | 2026-Q2 |
| Legacy Wealth Asset Management, LLC trimmed | 160,171 | $3M | 0.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 157,965 | $3M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 152,678 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 152,601 | $2M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 151,441 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 143,998 | $2M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 143,921 | $2M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 136,772 | $2M | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC trimmed | 127,525 | $2M | 0.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC | 123,374 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 121,426 | $2M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 118,124 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 116,008 | $2M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 110,838 | $2M | 0.1% | 2026-Q2 |
| Gold Investment Management Ltd. trimmed | 105,849 | $2M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 100,149 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 99,417 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 96,887 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 94,848 | $2M | 0.1% | 2026-Q2 |
| Dorsey Wright & Associates new | 94,276 | $2M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 87,929 | $1M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 86,071 | $1M | 0.1% | 2026-Q2 |
| M&T Bank Corp added | 85,032 | $1M | 0.1% | 2026-Q2 |
| Boston Partners trimmed | 84,903 | $1M | 0.1% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC trimmed | 81,606 | $1M | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 77,725 | $1M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 77,658 | $1M | 0.1% | 2026-Q2 |
| PCM Encore, LLC trimmed | 76,278 | $1M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 75,653 | $1M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 73,920 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 71,842 | $1M | 0.1% | 2026-Q2 |
| Entropy Technologies, LP added | 65,587 | $1M | 0.1% | 2026-Q2 |
| Sivia Capital Partners, LLC added | 64,459 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 63,829 | $1M | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 60,395 | $968K | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 59,554 | $955K | 0.1% | 2026-Q2 |
| Naviter Wealth, LLC added | 59,492 | $970K | 0.1% | 2026-Q2 |
| AdvisorShares Investments LLC new | 56,930 | $913K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 56,536 | $962K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 56,108 | $899K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.