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 |
|---|---|---|---|---|---|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
365
shares
|
$284,335
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
365
shares
|
$284,335
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
364
shares
|
$283,556
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
362
shares
|
$281,998
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
361
shares
|
$281,219
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
360
shares
|
$280,440
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
359
shares
|
$279,661
0.22% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
359
shares
|
$279,661
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
356
shares
|
$277,324
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
356
shares
|
$277,324
0.12% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
356
shares
|
$277,324
0.07% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Long Road Investment Counsel, LLC
|
Aug 11, 2025 Q2 2025 |
355
shares
|
$276,545
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Miramar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
355
shares
|
$276,545
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
354
shares
|
$275,766
0.17% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
354
shares
|
$275,766
0.08% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
354
shares
|
$275,766
0.31% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Oct 21, 2024 Q3 2024 |
354
shares
|
$275,766
29.03% of portfolio
|
Q3 2024
Reduced 78.01%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
354
shares
|
$275,766
0.15% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
354
shares
|
$275,766
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
353
shares
|
$274,987
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
353
shares
|
$274,987
0.08% of portfolio
|
Q2 2025
Reduced 30.37%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
353
shares
|
$274,987
0.11% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
353
shares
|
$274,987
0.07% of portfolio
|
Q2 2025
Reduced 46.52%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
353
shares
|
$274,987
0.16% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
352
shares
|
$274,208
0.05% of portfolio
|
Q2 2025
Added 23.94%
|