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 |
|---|---|---|---|---|---|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
386
shares
|
$277,537
0.13% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
386
shares
|
$277,537
0.17% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
385
shares
|
$276,818
0.1% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
383
shares
|
$275,380
0.01% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
383
shares
|
$275,380
0.08% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
382
shares
|
$274,661
0.1% of portfolio
|
Q1 2025
Reduced 75.97%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
381
shares
|
$273,942
0.06% of portfolio
|
Q1 2025
Added 88.61%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
381
shares
|
$273,942
0.21% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
380
shares
|
$273,223
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
380
shares
|
$273,223
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
379
shares
|
$272,504
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
378
shares
|
$271,785
0.06% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
377
shares
|
$271,066
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
377
shares
|
$271,066
0.05% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
375
shares
|
$269,628
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Burgundy Asset Management Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
375
shares
|
$269,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
375
shares
|
$269,628
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
373
shares
|
$268,190
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
371
shares
|
$266,752
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
371
shares
|
$266,752
0.24% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
370
shares
|
$266,033
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
367
shares
|
$263,876
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
367
shares
|
$263,876
0.1% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
366
shares
|
$263,157
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
365
shares
|
$262,438
0.13% of portfolio
|
Q2 2025
New holding
|