275 tracked 13F filers disclose a position in TAK as of the latest SEC 13F filings, a combined $1.3B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $131.8M | 7.1M | ▲+75% Added · +3.1M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $119.8M | 6.5M | ▲+1.5% Added · +96K sh | Q1 2026 | |
| 3 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $119.0M | 6.4M | ▲New +6.4M sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $104.1M | 5.6M | ▲+17% Added · +813K sh | Q1 2026 | |
| 5 | BRANDES INVESTMENT PARTNERS, LP | $82.1M | 4.4M | ▲+14% Added · +549K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $58.8M | 3.2M | ▲+16% Added · +445K sh | Q1 2026 | |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $57.7M | 3.1M | ▼−45% Reduced · −2.6M sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $55.4M | 3.0M | ▲+14% Added · +371K sh | Q1 2026 | |
| 9 | UBS Group AG | $50.7M | 2.7M | ▼−34% Reduced · −1.4M sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $48.2M | 2.6M | ▼−39% Reduced · −1.7M sh | Q1 2026 | |
| 11 | VAN ECK ASSOCIATES CORP | Withheld | 2.3M | ▼−2.0% Reduced · −45K sh | Q1 2026 | |
| 12 | FIRST TRUST ADVISORS LP | $36.5M | 2.0M | ▼−17% Reduced · −412K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $36.3M | 2.0M | ▲+15% Added · +262K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $26.1M | 1.4M | ▲+38% Added · +391K sh | Q1 2026 | |
| 15 | Quantinno Capital Management LP | $23.9M | 1.3M | ▲+21% Added · +220K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $21.0M | 1.1M | ▲+7.1% Added · +76K sh | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $16.6M | 894K | ▲+32% Added · +215K sh | Q1 2026 | |
| 18 | Capital Wealth Planning, LLC | $16.4M | 887K | ▲New +887K sh | Q1 2026 | |
| 19 | Crossmark Global Holdings, Inc. | $12.6M | 784K | ▲+0.9% Added · +7K sh | Q2 2026 | |
| 20 | STIFEL FINANCIAL CORP | $11.6M | 629K | ▲+13% Added · +74K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $11.6M | 624K | ▲+60% Added · +234K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $11.4M | 615K | ▲+11% Added · +61K sh | Q1 2026 | |
| 23 | Creative Planning | $10.1M | 543K | ▲+37% Added · +148K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.0M | 540K | ▲+31% Added · +127K sh | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $9.5M | 515K | ▲+26% Added · +107K 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, 6 funds opened a new position in TAK and 34 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 123 funds | $31.5B |
| ALPHABET INC-CL AGOOGL | 123 funds | $19.5B |
| JPMORGAN CHASE & COJPM | 123 funds | $12.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 123 funds | $6.3B |
| NVIDIA CORPNVDA | 122 funds | $35.7B |
| BROADCOM INCAVGO | 122 funds | $14.2B |
| VISA INC-CLASS A SHARESV | 122 funds | $7.9B |
| ELI LILLY & COLLY | 122 funds | $7.9B |
| COSTCO WHOLESALE CORPCOST | 122 funds | $6.6B |
| CHEVRON CORPCVX | 122 funds | $5.8B |
| PALANTIR TECHNOLOGIES INC-APLTR | 122 funds | $3.4B |
| GENERAL ELECTRICGE | 122 funds | $3.4B |
Ranked by how many of TAK's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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.