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 5,282 institutions that hold shares in the stock, with a total of 1.6 Billion shares, which have been reported (via 13F filing form) to have a value of $1.15 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
650
shares
|
$467,356
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
650
shares
|
$467,356
0.02% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
650
shares
|
$467,356
0.08% of portfolio
|
Q1 2025
Added 78.57%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
650
shares
|
$467,356
0.23% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
650
shares
|
$467,356
0.16% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
647
shares
|
$465,199
0.12% of portfolio
|
Q1 2024
Added 19.15%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
646
shares
|
$464,480
0.12% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
645
shares
|
$463,761
0.07% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
645
shares
|
$463,761
0.29% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
645
shares
|
$463,761
0.33% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
645
shares
|
$463,761
0.14% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
645
shares
|
$463,761
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
645
shares
|
$463,761
0.35% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
641
shares
|
$460,885
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
641
shares
|
$460,885
0.11% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
639
shares
|
$459,447
0.22% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
639
shares
|
$459,447
0.04% of portfolio
|
Q1 2025
Added 37.42%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
637
shares
|
$458,009
0.18% of portfolio
|
Q1 2025
Reduced 74.75%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
636
shares
|
$457,290
0.15% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
634
shares
|
$455,852
0.01% of portfolio
|
Q2 2023
Reduced 20.75%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
634
shares
|
$455,852
0.01% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
634
shares
|
$455,852
0.11% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
633
shares
|
$455,133
0.09% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
631
shares
|
$453,695
0.22% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
630
shares
|
$452,976
0.22% of portfolio
|
Q2 2024
Reduced 1.41%
|