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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,896
shares
|
$1.36 Million
0.08% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,892
shares
|
$1.36 Million
1.24% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
1,891
shares
|
$1.36 Million
0.31% of portfolio
|
Q2 2024
Added 13.22%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
1,888
shares
|
$1.36 Million
0.64% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,880
shares
|
$1.35 Million
0.35% of portfolio
|
Q2 2025
Added 28.24%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
1,880
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
1,880
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
1,877
shares
|
$1.35 Million
0.5% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
1,876
shares
|
$1.35 Million
0.37% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
1,875
shares
|
$1.35 Million
0.5% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
1,874
shares
|
$1.35 Million
0.84% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
1,873
shares
|
$1.35 Million
1.01% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
1,873
shares
|
$1.35 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
1,873
shares
|
$1.35 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
1,871
shares
|
$1.35 Million
0.35% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,870
shares
|
$1.34 Million
0.18% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,870
shares
|
$1.34 Million
1.03% of portfolio
|
Q2 2025
Added 16.88%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
1,869
shares
|
$1.34 Million
0.66% of portfolio
|
Q1 2025
Added 140.23%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
1,866
shares
|
$1.34 Million
2.82% of portfolio
|
Q1 2024
Reduced 16.7%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
1,866
shares
|
$1.34 Million
0.71% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,866
shares
|
$1.34 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,865
shares
|
$1.34 Million
0.36% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,860
shares
|
$1.34 Million
0.4% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
1,860
shares
|
$1.34 Million
1.28% of portfolio
|
Q1 2025
Reduced 69.81%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
1,859
shares
|
$1.34 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.33%
|