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 4,816 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 |
|---|---|---|---|---|---|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
100
shares
|
$71,452
0.01% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
100
shares
|
$71,452
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
100
shares
|
$71,452
0.06% of portfolio
|
Q2 2024
Reduced 40.48%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
100
shares
|
$71,452
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
96
shares
|
$68,593
0.02% of portfolio
|
Q4 2023
Added 772.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
88
shares
|
$62,877
0.0% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
86
shares
|
$61,448
0.04% of portfolio
|
Q4 2023
Reduced 45.22%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
85
shares
|
$60,734
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
84
shares
|
$60,019
0.03% of portfolio
|
Q3 2024
Reduced 90.59%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
81
shares
|
$57,876
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
79
shares
|
$56,447
0.02% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
71
shares
|
$50,730
0.02% of portfolio
|
Q1 2024
Added 18.33%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
70
shares
|
$50,016
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
65
shares
|
$46,443
0.01% of portfolio
|
Q4 2024
Reduced 57.79%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
64
shares
|
$45,729
0.01% of portfolio
|
Q2 2024
Added 28.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
63
shares
|
$45,014
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
60
shares
|
$42,871
0.02% of portfolio
|
Q4 2024
Reduced 48.28%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
58
shares
|
$41,442
0.01% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
57
shares
|
$40,727
0.04% of portfolio
|
Q1 2024
Reduced 81.43%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
54
shares
|
$38,584
0.01% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
52
shares
|
$37,155
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
51
shares
|
$36,440
0.02% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
50
shares
|
$35,726
0.02% of portfolio
|
Q4 2023
Reduced 60.94%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
50
shares
|
$35,726
0.02% of portfolio
|
Q3 2023
Reduced 90.88%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
50
shares
|
$35,726
0.13% of portfolio
|
Q2 2024
New holding
|