Among active 13F managers last quarter, 9 opened and 28 added, while 13 reduced; the largest holder to move was Adage Capital Partners GP, L.L.C. (new position). Over the last 180 days, 13 insiders sold and none bought, a net -$12.4M in open-market trades.
The legs disagree, or only one of them leans.
345 tracked 13F filers disclose a position in TAK as of the latest SEC 13F filings, a combined $1.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 9.6M | $153.9M | ▲+35% Added · +2.5M sh | Q2 2026 | |
| 2 | Morgan Stanley | 6.5M | $119.8M | ▲+1.5% Added · +96K sh | Q1 2026 | |
| 3 | Adage Capital Partners GP, L.L.C. | 6.4M | $119.0M | ▲New +6.4M sh | Q1 2026 | |
| 4 | Goldman Sachs Group Inc | 5.6M | $104.1M | ▲+17% Added · +813K sh | Q1 2026 | |
| 5 | Brandes Investment Partners, LP | 4.5M | $72.8M | ▲+2.5% Added · +109K sh | Q2 2026 | |
| 6 | BlackRock, Inc. | 3.7M | $59.1M | ▲+16% Added · +512K sh | Q2 2026 | |
| 7 | Arrowstreet Capital, Limited Partnership | 3.1M | $57.7M | ▼−45% Reduced · −2.6M sh | Q1 2026 | |
| 8 | Renaissance Technologies LLC | 3.0M | $55.4M | ▲+14% Added · +371K sh | Q1 2026 | |
| 9 | UBS Group AG | 2.7M | $50.7M | ▼−34% Reduced · −1.4M sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | 2.6M | $48.2M | ▼−39% Reduced · −1.7M sh | Q1 2026 | |
| 11 | First Trust Advisors LP | 2.0M | $36.5M | ▼−17% Reduced · −412K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 2.0M | $36.3M | ▲+15% Added · +262K sh | Q1 2026 | |
| 13 | Managed Asset Portfolios, LLC | 1.8M | $29.2M | ▲+1.4% Added · +25K sh | Q2 2026 | |
| 14 | Van Eck Associates Corp | 1.7M | $26.8M | ▼−26% Reduced · −586K sh | Q2 2026 | |
| 15 | Envestnet Asset Management Inc | 1.4M | $26.1M | ▲+38% Added · +391K sh | Q1 2026 | |
| 16 | Quantinno Capital Management LP | 1.3M | $23.9M | ▲+21% Added · +220K sh | Q1 2026 | |
| 17 | Wells Fargo & Company | 1.1M | $21.0M | ▲+7.1% Added · +76K sh | Q1 2026 | |
| 18 | AQR Capital Management LLC | 894K | $16.6M | ▲+32% Added · +215K sh | Q1 2026 | |
| 19 | Crossmark Global Holdings, Inc. | 784K | $12.6M | ▲+0.9% Added · +7K sh | Q2 2026 | |
| 20 | Stifel Financial Corp | 629K | $11.6M | ▲+13% Added · +74K sh | Q1 2026 | |
| 21 | Royal Bank Of Canada | 615K | $11.4M | ▲+11% Added · +61K sh | Q1 2026 | |
| 22 | Creative Planning | 543K | $10.1M | ▲+37% Added · +148K sh | Q1 2026 | |
| 23 | Charles Schwab Investment Management Inc | 540K | $10.0M | ▲+31% Added · +127K sh | Q1 2026 | |
| 24 | American Century Companies Inc | 515K | $9.5M | ▲+26% Added · +107K sh | Q1 2026 | |
| 25 | US Bancorp | 510K | $9.4M | ▲+135% Added · +293K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in TAK and 28 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 189 funds | $233.6B |
| JPMorgan Chase & CoJPM | 188 funds | $37.8B |
| Microsoft CorpMSFT | 187 funds | $140.2B |
| Alphabet Inc-CL AGOOGL | 187 funds | $102.0B |
| Eli Lilly & CoLLY | 187 funds | $46.5B |
| Apple IncAAPL | 185 funds | $157.5B |
| Amazon.com IncAMZN | 185 funds | $111.7B |
| Alphabet Inc-CL CGOOG | 185 funds | $74.7B |
| Meta Platforms Inc-Class AMETA | 184 funds | $59.5B |
| Johnson & JohnsonJNJ | 184 funds | $24.5B |
| Visa Inc-Class A SharesV | 183 funds | $35.7B |
| Merck & Co. Inc.MRK | 183 funds | $15.1B |
Ranked by how many of TAK's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TAK.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Plump Andrew Stewart | President, R&D, Director | Sell (S) | 116K | $2.1M |
| Aug 19, 2026 | Plump Andrew Stewart | President, R&D, Director | Sell (S) | 20K | $363K |
| Aug 18, 2026 | Greenway Nicola Deidre Petal | Chief Human Resources Officer | Sell (S) | 13K | $235K |
| Aug 11, 2026 | Shannon Elaine Mary | Pres., Global Supply & Quality | Sell (S) | 20K | $357K |
| Aug 10, 2026 | Greenway Nicola Deidre Petal | Chief Human Resources Officer | Sell (S) 3 lots, same day | 41K | $722K |
| Aug 10, 2026 | Plump Andrew Stewart | President, R&D, Director | Sell (S) | 165K | $2.8M |
| Aug 10, 2026 | Duprey Lauren Rusckowski | Chief Transformation Officer | Sell (S) | 48K | $814K |
| Aug 10, 2026 | Pacheco Rhonda Janice | President, U.S. Business Unit | Sell (S) | 17K | $289K |
| Aug 10, 2026 | Ibrahim Ramy Riad Ahmed | President, PDT BU | Sell (S) | 7K | $124K |
| Aug 10, 2026 | Farajallah Awny Samaan Botros | Chief Medical Officer | Sell (S) | 14K | $240K |
| Aug 10, 2026 | Shannon Elaine Mary | Pres., Global Supply & Quality | Sell (S) | 4K | $68K |
| Aug 10, 2026 | Bitetti Teresa Marie | President, OBU | Sell (S) | 50K | $855K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 61 | 27 | – |
Insiders Form 4 open-market | 0 | 13 | -$12.4M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for TAK
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TAK/capital-change-brief"
Use Arkolith's capital_change_brief for TAK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TAK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.