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 5,307 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 $1.14 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
884
shares
|
$635,604
0.34% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
884
shares
|
$635,604
0.39% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
883
shares
|
$634,885
0.16% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
883
shares
|
$634,885
0.06% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
883
shares
|
$634,885
0.1% of portfolio
|
Q1 2025
Added 142.58%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
881
shares
|
$633,447
0.2% of portfolio
|
Q2 2025
Reduced 32.54%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
880
shares
|
$632,728
0.29% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
880
shares
|
$632,728
0.07% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
879
shares
|
$632,009
0.05% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
878
shares
|
$631,290
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
875
shares
|
$629,133
0.13% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
875
shares
|
$629,133
0.06% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
873
shares
|
$627,695
0.36% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
871
shares
|
$626,257
0.16% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
871
shares
|
$626,257
0.51% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
870
shares
|
$625,538
0.22% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
870
shares
|
$625,538
0.36% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
869
shares
|
$624,819
0.25% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
869
shares
|
$624,819
0.28% of portfolio
|
Q1 2025
Added 33.9%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
869
shares
|
$624,819
0.28% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
866
shares
|
$622,662
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
862
shares
|
$619,786
0.26% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
862
shares
|
$619,786
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
861
shares
|
$619,067
0.41% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
861
shares
|
$619,067
0.6% of portfolio
|
Q1 2025
New holding
|