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 |
---|---|---|---|---|---|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
629
shares
|
$452,257
0.13% of portfolio
|
Q1 2025
Added 9.39%
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
629
shares
|
$452,257
0.14% of portfolio
|
Q1 2025
Added 0.64%
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
627
shares
|
$450,819
0.29% of portfolio
|
Q1 2025
Added 0.16%
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
626
shares
|
$450,100
0.22% of portfolio
|
Q1 2025
Added 3.47%
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
626
shares
|
$450,100
0.12% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
626
shares
|
$450,100
0.17% of portfolio
|
Q1 2025
Added 0.16%
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
623
shares
|
$447,943
0.09% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
622
shares
|
$447,224
0.09% of portfolio
|
Q4 2024
Added 0.16%
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
622
shares
|
$447,224
0.32% of portfolio
|
Q1 2025
Added 8.74%
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
621
shares
|
$446,505
0.01% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
619
shares
|
$445,067
0.14% of portfolio
|
Q2 2025
Added 10.93%
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
619
shares
|
$445,067
0.18% of portfolio
|
Q1 2025
Added 5.81%
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
619
shares
|
$445,067
0.1% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
617
shares
|
$443,629
0.14% of portfolio
|
Q4 2024
New holding
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
617
shares
|
$443,629
0.1% of portfolio
|
Q1 2025
Added 73.8%
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
617
shares
|
$443,629
0.56% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
617
shares
|
$443,629
0.05% of portfolio
|
Q1 2025
Reduced 93.71%
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
617
shares
|
$443,629
0.31% of portfolio
|
Q1 2025
Added 18.88%
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
617
shares
|
$443,629
0.44% of portfolio
|
Q2 2025
Added 2.83%
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
617
shares
|
$443,629
0.07% of portfolio
|
Q2 2021
Reduced 2.76%
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
615
shares
|
$442,191
0.32% of portfolio
|
Q1 2025
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
612
shares
|
$440,034
0.16% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
611
shares
|
$439,315
0.06% of portfolio
|
Q2 2025
Added 3.91%
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
610
shares
|
$438,596
0.05% of portfolio
|
Q1 2025
Added 24.49%
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
608
shares
|
$437,158
0.26% of portfolio
|
Q4 2024
New holding
|