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 5,342 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 $1.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
2,569
shares
|
$1.81 Million
0.18% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,561
shares
|
$1.81 Million
0.94% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
2,560
shares
|
$1.8 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,555
shares
|
$1.8 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
2,552
shares
|
$1.8 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
2,547
shares
|
$1.8 Million
0.62% of portfolio
|
Q1 2025
Added 71.86%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
2,542
shares
|
$1.79 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
2,540
shares
|
$1.79 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
2,535
shares
|
$1.79 Million
0.41% of portfolio
|
Q2 2025
Reduced 76.71%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,532
shares
|
$1.78 Million
0.66% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
2,528
shares
|
$1.78 Million
0.6% of portfolio
|
Q1 2025
Added 60.71%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,525
shares
|
$1.78 Million
0.3% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
2,525
shares
|
$1.78 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,524
shares
|
$1.78 Million
0.82% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
2,523
shares
|
$1.78 Million
1.05% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,514
shares
|
$1.77 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
2,508
shares
|
$1.77 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
2,508
shares
|
$1.77 Million
0.56% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
2,508
shares
|
$1.77 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
2,505
shares
|
$1.77 Million
0.16% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
2,503
shares
|
$1.76 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Union Square Park Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,500
shares
|
$1.76 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,499
shares
|
$1.76 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,499
shares
|
$1.76 Million
0.53% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,498
shares
|
$1.76 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.39%
|