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 5,465 institutions that hold shares in the stock, with a total of 1.63 Billion shares, which have been reported (via 13F filing form) to have a value of $1.27 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
655
shares
|
$510,245
0.19% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Wilkinson Global Asset Management LLC
|
Aug 11, 2025 Q2 2025 |
654
shares
|
$509,466
0.03% of portfolio
|
Q1 2025
Reduced 46.17%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
654
shares
|
$509,466
0.33% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
651
shares
|
$507,129
0.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
649
shares
|
$505,571
0.04% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
648
shares
|
$504,792
0.28% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
648
shares
|
$504,792
0.19% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
648
shares
|
$504,792
0.11% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
647
shares
|
$504,013
0.12% of portfolio
|
Q1 2024
Added 19.15%
|
|
|
Bts Asset Management, Inc.
|
Jul 30, 2025 Q2 2025 |
646
shares
|
$503,234
0.58% of portfolio
|
Q2 2025
Added 59.51%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
646
shares
|
$503,234
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
645
shares
|
$502,455
0.11% of portfolio
|
Q2 2025
Added 58.48%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
645
shares
|
$502,455
0.36% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
645
shares
|
$502,455
0.33% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
644
shares
|
$501,676
0.16% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
643
shares
|
$500,897
0.11% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
643
shares
|
$500,897
0.06% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
642
shares
|
$500,118
0.42% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
642
shares
|
$500,118
0.28% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
641
shares
|
$499,339
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
641
shares
|
$499,339
0.11% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
640
shares
|
$498,560
0.01% of portfolio
|
Q2 2025
Reduced 67.18%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
640
shares
|
$498,560
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
639
shares
|
$497,781
0.24% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
637
shares
|
$496,223
0.28% of portfolio
|
Q2 2025
Added 1.76%
|