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 5,307 institutions that hold shares in the stock, with a total of 1.58 Billion shares, which have been reported (via 13F filing form) to have a value of $1.14 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
23,446
shares
|
$16.9 Million
2.36% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
23,442
shares
|
$16.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,395
shares
|
$16.8 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
23,264
shares
|
$16.7 Million
1.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
23,157
shares
|
$16.7 Million
1.38% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
23,117
shares
|
$16.6 Million
10.7% of portfolio
|
Q4 2024
New holding
|
|
|
Seizert Capital Partners, LLC
|
May 08, 2025 Q1 2025 |
23,101
shares
|
$16.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 72.5%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
23,089
shares
|
$16.6 Million
0.17% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,075
shares
|
$16.6 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
23,070
shares
|
$16.6 Million
1.35% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
May 15, 2025 Q1 2025 |
23,000
shares
|
$16.5 Million
4.62% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
22,948
shares
|
$16.5 Million
1.94% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
22,935
shares
|
$16.5 Million
4.45% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
One01 Capital, LP
Burlingame, CA |
Nov 14, 2023 Q3 2023 |
22,902
shares
|
$16.5 Million
8.36% of portfolio
|
Q3 2023
Added 1.44%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
22,901
shares
|
$16.5 Million
2.16% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
22,900
shares
|
$16.5 Million
2.18% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
22,757
shares
|
$16.4 Million
5.72% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22,604
shares
|
$16.3 Million
1.26% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Loup Funds, LLC
Minneapolis, MN |
May 13, 2025 Q1 2025 |
22,596
shares
|
$16.2 Million
5.51% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
22,586
shares
|
$16.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
22,582
shares
|
$16.2 Million
1.02% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
22,500
shares
|
$16.2 Million
3.23% of portfolio
|
Q4 2022
Added 80.0%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
22,412
shares
|
$16.1 Million
1.9% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
22,298
shares
|
$16 Million
0.54% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
22,295
shares
|
$16 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.39%
|