Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
356 institutional managers reported holding TAK for the quarter ended Mar 31, 2026. Together they hold about 6% of shares outstanding; the top 10 hold 4%. 56 opened new positions; 45 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Capital Research Global Investors | 19.10M | 1.21% | $353.6M | added +41.7% | 2022 Q4 |
| FMR (Fidelity) | 7.12M | 0.45% | $131.7M | added +75.4% | 2018 Q4 |
| Morgan Stanley | 6.47M | 0.41% | $119.8M | added +1.5% | 2018 Q4 |
| Adage Capital Partners GP, L.l.c. | 6.42M | 0.41% | $118.9M | opened | 2026 Q1 |
| Goldman Sachs | 5.62M | 0.36% | $104.0M | added +16.9% | 2018 Q4 |
| Brandes Investment Partners, LP | 4.43M | 0.28% | $82.0M | added +14.1% | 2018 Q4 |
| BlackRock | 3.18M | 0.20% | $58.8M | added +16.3% | 2020 Q3 |
| Arrowstreet Capital | 3.12M | 0.20% | $57.7M | trimmed -45.2% | 2022 Q1 |
| Renaissance Technologies | 2.99M | 0.19% | $55.3M | added +14.2% | 2019 Q2 |
| UBS | 2.80M | 0.18% | $51.8M | trimmed -32.4% | 2018 Q4 |
| D. E. Shaw | 2.60M | 0.17% | $48.2M | trimmed -39.4% | 2023 Q1 |
| Pacer Advisors, INC. | 2.36M | 0.15% | $43.7M | trimmed -51.5% | 2020 Q3 |
| VAN ECK Associates CORP | 2.26M | 0.14% | $41.8M | trimmed -2% | 2019 Q1 |
| First Trust Advisors LP | 1.97M | 0.13% | $36.5M | trimmed -17.3% | 2024 Q3 |
| Northern Trust | 1.96M | 0.12% | $36.3M | added +15.4% | 2018 Q4 |
| Managed Asset Portfolios, LLC | 1.80M | 0.11% | $33.3M | added +20.2% | 2020 Q1 |
| Envestnet Asset Management INC | 1.41M | 0.09% | $26.1M | added +38.3% | 2018 Q4 |
| Quantinno Capital Management LP | 1.29M | 0.08% | $23.9M | added +20.6% | 2022 Q4 |
| Wells Fargo & COMPANY/MN | 1.14M | 0.07% | $21.0M | added +7.1% | 2018 Q4 |
| AQR Capital | 894.4k | 0.06% | $16.6M | added +31.7% | 2024 Q1 |
| Capital Wealth Planning, LLC | 886.8k | 0.06% | $16.4M | opened | 2026 Q1 |
| Crossmark Global Holdings, INC. | 777.1k | 0.05% | $14.4M | added +4.3% | 2020 Q2 |
| Stifel Financial CORP | 628.5k | 0.04% | $11.6M | added +13.4% | 2019 Q1 |
| Citadel Advisors | 624.2k | 0.04% | $11.6M | added +60.2% | 2018 Q4 |
| Royal Bank OF Canada | 614.9k | 0.04% | $11.4M | added +11% | 2018 Q4 |
| Creative Planning | 543.0k | 0.03% | $10.1M | added +37.3% | 2019 Q1 |
| Charles Schwab Investment Management | 540.3k | 0.03% | $10.0M | added +30.6% | 2022 Q4 |
| American Century Companies INC | 515.4k | 0.03% | $9.5M | added +26.1% | 2020 Q1 |
| US Bancorp \DE\ | 510.2k | 0.03% | $9.4M | added +134.6% | 2018 Q4 |
| Focus Partners Wealth | 482.4k | 0.03% | $8.9M | trimmed -14.2% | 2024 Q1 |
| LPL Financial LLC | 474.2k | 0.03% | $8.8M | added +33% | 2019 Q1 |
| Bleakley Financial Group, LLC | 431.6k | 0.03% | $8.0M | added +19% | 2022 Q4 |
| Federated Hermes, INC. | 382.3k | 0.02% | $7.1M | added +1.4% | 2022 Q4 |
| QRG Capital Management, INC. | 367.7k | 0.02% | $6.8M | added +27.3% | 2023 Q3 |
| Citigroup INC | 358.2k | 0.02% | $6.6M | added +1778.2% | 2018 Q4 |
| Vestmark Advisory Solutions, INC. | 345.8k | 0.02% | $6.4M | added +82.4% | 2025 Q2 |
| Ethic INC. | 334.8k | 0.02% | $6.2M | added +9.9% | 2019 Q4 |
| Natixis Advisors, LLC | 324.0k | 0.02% | $6.0M | added +42.3% | 2018 Q4 |
| Bank OF America CORP /DE/ | 320.0k | 0.02% | $5.9M | trimmed -11.8% | 2018 Q4 |
| Raymond James Financial INC | 312.0k | 0.02% | $5.8M | added +79.7% | 2018 Q4 |
| Two Sigma | 311.7k | 0.02% | $5.8M | opened | 2026 Q1 |
| Hantz Financial Services, INC. | 283.0k | 0.02% | $5.2M | added +11.7% | 2024 Q2 |
| Walleye Capital LLC | 260.8k | 0.02% | $4.8M | added +136.8% | 2025 Q2 |
| Vanguard Group | 255.5k | 0.02% | $4.7M | added +7.7% | 2019 Q1 |
| Pathstone Holdings, LLC | 241.3k | 0.01% | $4.5M | added +11.5% | 2023 Q3 |
| Clean Yield Group | 238.4k | 0.01% | $4.4M | trimmed -8.6% | 2022 Q1 |
| Mariner, LLC | 235.0k | 0.01% | $4.3M | added +25.2% | 2022 Q1 |
| SEI Investments CO | 229.9k | 0.01% | $4.3M | added +20.3% | 2018 Q4 |
| Trexquant Investment LP | 229.5k | 0.01% | $4.2M | opened | 2026 Q1 |
| Assetmark, INC | 227.6k | 0.01% | $4.2M | added +45.8% | 2021 Q3 |
Largest 50 of 356 shown; the full ranked, searchable register is at boothcheck.com/holders/TAK. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.