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 4,836 institutions that hold shares in the stock, with a total of 1.5 Billion shares, which have been reported (via 13F filing form) to have a value of $1.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
265
shares
|
$189,347
0.19% of portfolio
|
Q2 2023
Reduced 15.87%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
253
shares
|
$180,773
0.06% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
250
shares
|
$178,630
0.02% of portfolio
|
Q1 2022
Added 13.64%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
250
shares
|
$178,630
0.04% of portfolio
|
Q3 2023
Added 150.0%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
249
shares
|
$177,915
0.03% of portfolio
|
Q2 2024
Reduced 17.55%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
249
shares
|
$177,915
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
248
shares
|
$177,200
0.08% of portfolio
|
Q3 2023
Reduced 1.98%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
245
shares
|
$175,057
0.09% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
237
shares
|
$169,341
0.05% of portfolio
|
Q3 2024
Added 85.16%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
236
shares
|
$168,626
0.03% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
230
shares
|
$164,339
0.02% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
229
shares
|
$163,625
0.03% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
229
shares
|
$163,625
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
228
shares
|
$162,910
0.03% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
223
shares
|
$159,337
0.02% of portfolio
|
Q2 2024
Added 24.58%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
221
shares
|
$157,908
0.07% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
214
shares
|
$152,907
0.07% of portfolio
|
Q4 2024
Added 32.92%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
213
shares
|
$152,192
0.03% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
210
shares
|
$150,049
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
202
shares
|
$144,333
0.03% of portfolio
|
Q4 2024
Reduced 42.78%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$142,904
0.05% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
200
shares
|
$142,904
0.02% of portfolio
|
Q4 2017
New holding
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
200
shares
|
$142,904
0.03% of portfolio
|
Q4 2024
Reduced 29.08%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$142,904
4.45% of portfolio
|
Q1 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
200
shares
|
$142,904
0.07% of portfolio
|
Q3 2024
Reduced 50.0%
|