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 5,323 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 |
---|---|---|---|---|---|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,170
shares
|
$1.53 Million
1.29% of portfolio
|
Q2 2025
Added 0.42%
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 08, 2025 Q1 2025 |
2,167
shares
|
$1.53 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,162
shares
|
$1.52 Million
0.33% of portfolio
|
Q2 2025
Added 4.19%
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
2,160
shares
|
$1.52 Million
0.61% of portfolio
|
Q1 2025
Added 11.4%
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,155
shares
|
$1.52 Million
0.3% of portfolio
|
Q1 2025
Added 4.01%
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
2,154
shares
|
$1.52 Million
0.67% of portfolio
|
Q1 2025
Added 330.8%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,151
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2023
Added 14.05%
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
2,151
shares
|
$1.52 Million
0.08% of portfolio
|
Q3 2022
Added 0.05%
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
2,150
shares
|
$1.52 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
2,148
shares
|
$1.51 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,147
shares
|
$1.51 Million
0.08% of portfolio
|
Q1 2025
Added 2.68%
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,146
shares
|
$1.51 Million
1.23% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
2,136
shares
|
$1.51 Million
0.57% of portfolio
|
Q1 2025
Added 1.18%
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
2,136
shares
|
$1.51 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
2,135
shares
|
$1.5 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
2,131
shares
|
$1.5 Million
0.85% of portfolio
|
Q1 2025
Added 2.4%
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
2,128
shares
|
$1.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,127
shares
|
$1.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 55.34%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
2,126
shares
|
$1.5 Million
0.87% of portfolio
|
Q2 2025
Added 9.98%
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,124
shares
|
$1.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
2,115
shares
|
$1.49 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
2,113
shares
|
$1.49 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
2,111
shares
|
$1.49 Million
1.17% of portfolio
|
Q1 2025
Added 8.2%
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
2,110
shares
|
$1.49 Million
0.42% of portfolio
|
Q1 2025
Added 163.42%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
2,106
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Added 0.62%
|