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 5,314 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 |
|---|---|---|---|---|---|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
16,582
shares
|
$11.9 Million
2.37% of portfolio
|
Q1 2025
Added 170.11%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
16,533
shares
|
$11.9 Million
3.97% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Dcm Advisors, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,522
shares
|
$11.9 Million
5.03% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
16,520
shares
|
$11.9 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
16,520
shares
|
$11.9 Million
2.18% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
16,509
shares
|
$11.9 Million
1.76% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
16,504
shares
|
$11.9 Million
0.85% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
16,479
shares
|
$11.8 Million
1.12% of portfolio
|
Q1 2025
Reduced 86.58%
|
|
|
Lakewood Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
16,470
shares
|
$11.8 Million
0.89% of portfolio
|
Q1 2025
Added 43.59%
|
|
|
Alta Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
16,467
shares
|
$11.8 Million
0.63% of portfolio
|
Q1 2025
Added 419.46%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
16,422
shares
|
$11.8 Million
1.63% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
16,406
shares
|
$11.8 Million
0.79% of portfolio
|
Q1 2025
Added 168.03%
|
|
|
14 B Captial Management LP
La Jolla, CA |
May 15, 2025 Q1 2025 |
16,400
shares
|
$11.8 Million
3.94% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Peregrine Investment Management Inc
Toronto, A6 |
Jul 15, 2025 Q2 2025 |
16,390
shares
|
$11.8 Million
7.73% of portfolio
|
Q2 2025
Added 22.4%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
16,368
shares
|
$11.8 Million
1.46% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
16,329
shares
|
$11.7 Million
2.52% of portfolio
|
Q1 2025
Added 37.95%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
16,321
shares
|
$11.7 Million
0.88% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
16,304
shares
|
$11.7 Million
2.2% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
16,282
shares
|
$11.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
16,265
shares
|
$11.7 Million
4.76% of portfolio
|
Q1 2025
New holding
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
16,258
shares
|
$11.7 Million
6.36% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
16,251
shares
|
$11.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
16,224
shares
|
$11.7 Million
1.27% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Eos Management, L.P.
|
May 01, 2025 Q1 2025 |
16,222
shares
|
$11.7 Million
4.26% of portfolio
|
Q4 2023
Added 301.83%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
16,219
shares
|
$11.7 Million
2.38% of portfolio
|
Q2 2025
Added 0.19%
|