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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
1,497
shares
|
$1.06 Million
0.48% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,495
shares
|
$1.05 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,494
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
1,494
shares
|
$1.05 Million
0.42% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
1,492
shares
|
$1.05 Million
0.54% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
1,483
shares
|
$1.05 Million
0.6% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
1,481
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
1,481
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Added 54.11%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
1,481
shares
|
$1.04 Million
0.43% of portfolio
|
Q2 2025
Reduced 28.14%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
1,481
shares
|
$1.04 Million
0.64% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
1,480
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
1,480
shares
|
$1.04 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,479
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
1,474
shares
|
$1.04 Million
0.24% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,473
shares
|
$1.04 Million
0.77% of portfolio
|
Q3 2023
Reduced 10.29%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
1,473
shares
|
$1.04 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
1,472
shares
|
$1.04 Million
0.18% of portfolio
|
Q2 2025
Added 23.18%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,472
shares
|
$1.04 Million
0.94% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
1,471
shares
|
$1.04 Million
0.32% of portfolio
|
Q1 2025
Added 25.4%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
1,471
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
Reduced 26.27%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
1,467
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
1,462
shares
|
$1.03 Million
0.52% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
1,462
shares
|
$1.03 Million
0.14% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
1,458
shares
|
$1.03 Million
0.36% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,452
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Added 40.15%
|