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 |
---|---|---|---|---|---|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
24,714
shares
|
$17.8 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
24,680
shares
|
$17.7 Million
2.05% of portfolio
|
Q1 2025
Added 872.42%
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
24,677
shares
|
$17.7 Million
0.99% of portfolio
|
Q1 2025
Added 0.27%
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
24,542
shares
|
$17.6 Million
2.82% of portfolio
|
Q2 2025
Added 0.33%
|
|
Msa Advisors, LLC
Santa Monica, CA |
May 12, 2025 Q1 2025 |
24,536
shares
|
$17.6 Million
3.62% of portfolio
|
Q1 2025
Added 0.87%
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
24,534
shares
|
$17.6 Million
1.4% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
24,517
shares
|
$17.6 Million
0.28% of portfolio
|
Q2 2022
Added 2.54%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
24,486
shares
|
$17.6 Million
0.18% of portfolio
|
Q1 2025
Added 7.27%
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
24,479
shares
|
$17.6 Million
4.96% of portfolio
|
Q1 2025
Added 6.25%
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
24,476
shares
|
$17.6 Million
2.18% of portfolio
|
Q1 2025
Added 15.91%
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
24,430
shares
|
$17.6 Million
3.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
24,407
shares
|
$17.5 Million
5.62% of portfolio
|
Q3 2024
New holding
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
24,394
shares
|
$17.5 Million
1.18% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
24,387
shares
|
$17.5 Million
1.42% of portfolio
|
Q1 2025
Added 5.63%
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
24,330
shares
|
$17.5 Million
0.47% of portfolio
|
Q1 2025
Added 136.33%
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
24,309
shares
|
$17.5 Million
6.09% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
24,250
shares
|
$17.4 Million
19.91% of portfolio
|
Q3 2023
Reduced 20.62%
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
24,237
shares
|
$17.4 Million
0.28% of portfolio
|
Q1 2025
Added 7.72%
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
24,236
shares
|
$17.4 Million
3.23% of portfolio
|
Q2 2025
Added 3.43%
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
24,214
shares
|
$17.4 Million
1.15% of portfolio
|
Q1 2025
Added 0.14%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
24,214
shares
|
$17.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
24,204
shares
|
$17.4 Million
0.11% of portfolio
|
Q2 2023
Added 2.84%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
24,180
shares
|
$17.4 Million
0.68% of portfolio
|
Q1 2025
Added 1.09%
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
24,151
shares
|
$17.4 Million
1.21% of portfolio
|
Q2 2025
Added 0.7%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
24,119
shares
|
$17.3 Million
0.28% of portfolio
|
Q4 2023
Added 1.79%
|