Institutional Ownership Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META). We have compiled data on the 5,323 institutions that hold shares in the stock, with a total of 1.58 Billion shares, which have been reported (via 13F filing form) to have a value of $1.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,621
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
1,618
shares
|
$1.14 Million
0.61% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
1,617
shares
|
$1.14 Million
2.16% of portfolio
|
Q2 2025
Reduced 87.31%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
1,616
shares
|
$1.14 Million
0.42% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
1,616
shares
|
$1.14 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,612
shares
|
$1.14 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,611
shares
|
$1.14 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,611
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Added 24.69%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
1,610
shares
|
$1.13 Million
0.36% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
1,608
shares
|
$1.13 Million
0.24% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
1,607
shares
|
$1.13 Million
0.39% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
1,607
shares
|
$1.13 Million
0.18% of portfolio
|
Q3 2023
Added 113.7%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,603
shares
|
$1.13 Million
0.07% of portfolio
|
Q1 2025
Added 223.19%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,603
shares
|
$1.13 Million
0.68% of portfolio
|
Q1 2025
Reduced 24.03%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
1,601
shares
|
$1.13 Million
0.83% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
1,600
shares
|
$1.13 Million
0.18% of portfolio
|
Q1 2024
Reduced 12.09%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Jun 05, 2025 Q1 2025 |
1,600
shares
|
$1.13 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
1,596
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,592
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2025
Added 187.88%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
1,590
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
1,586
shares
|
$1.12 Million
0.69% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
1,585
shares
|
$1.12 Million
0.4% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
1,581
shares
|
$1.11 Million
0.24% of portfolio
|
Q1 2025
Reduced 46.13%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
1,579
shares
|
$1.11 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
1,575
shares
|
$1.11 Million
0.22% of portfolio
|
Q1 2025
Reduced 76.16%
|