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 5,065 institutions that hold shares in the stock, with a total of 1.55 Billion shares, which have been reported (via 13F filing form) to have a value of $1.02 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
649
shares
|
$433,661
0.19% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
648
shares
|
$432,993
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
647
shares
|
$432,325
0.23% of portfolio
|
Q1 2024
Added 3.35%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
647
shares
|
$432,325
0.12% of portfolio
|
Q1 2024
Added 19.15%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
645
shares
|
$430,989
0.07% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
645
shares
|
$430,989
0.26% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
644
shares
|
$430,320
0.11% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
641
shares
|
$428,316
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
640
shares
|
$427,648
0.1% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
640
shares
|
$427,648
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
639
shares
|
$426,979
0.12% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
636
shares
|
$424,975
0.03% of portfolio
|
Q4 2024
Added 48.95%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
634
shares
|
$423,638
0.01% of portfolio
|
Q2 2023
Reduced 20.75%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
634
shares
|
$423,638
0.01% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
634
shares
|
$423,638
0.15% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
632
shares
|
$422,302
0.12% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
630
shares
|
$420,966
0.22% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
627
shares
|
$418,961
0.05% of portfolio
|
Q3 2024
Added 14.21%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
626
shares
|
$418,293
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
625
shares
|
$417,625
0.18% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
625
shares
|
$417,625
0.14% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
622
shares
|
$415,620
0.08% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
622
shares
|
$415,620
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
621
shares
|
$414,952
0.19% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
621
shares
|
$414,952
0.13% of portfolio
|
Q4 2024
Reduced 84.73%
|