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 |
|---|---|---|---|---|---|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,451
shares
|
$1.02 Million
0.74% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
1,450
shares
|
$1.02 Million
0.6% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
1,450
shares
|
$1.02 Million
0.9% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
1,450
shares
|
$1.02 Million
0.43% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
1,448
shares
|
$1.02 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
1,446
shares
|
$1.02 Million
0.15% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,446
shares
|
$1.02 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
1,446
shares
|
$1.02 Million
1.06% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
1,444
shares
|
$1.02 Million
0.22% of portfolio
|
Q1 2025
Added 26.89%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,439
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
1,437
shares
|
$1.01 Million
0.58% of portfolio
|
Q4 2023
New holding
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
1,436
shares
|
$1.01 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
1,436
shares
|
$1.01 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
1,436
shares
|
$1.01 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,433
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
1,432
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,432
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Added 51.69%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
1,428
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
1,426
shares
|
$1.01 Million
0.63% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Ninepoint Partners LP
|
May 06, 2025 Q1 2025 |
1,425
shares
|
$1 Million
0.16% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
1,425
shares
|
$1 Million
0.56% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,420
shares
|
$1 Million
0.1% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
1,420
shares
|
$1 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
1,419
shares
|
$1 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
1,419
shares
|
$1 Million
0.46% of portfolio
|
Q2 2025
New holding
|