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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
19,721
shares
|
$14.2 Million
0.82% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,721
shares
|
$14.2 Million
0.87% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,668
shares
|
$14.1 Million
0.86% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Robertson Opportunity Capital, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
19,664
shares
|
$14.1 Million
4.74% of portfolio
|
Q1 2024
Reduced 39.8%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,639
shares
|
$14.1 Million
0.27% of portfolio
|
Q2 2023
Added 1.58%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
19,636
shares
|
$14.1 Million
4.21% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
19,628
shares
|
$14.1 Million
0.4% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
19,623
shares
|
$14.1 Million
0.77% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
May 14, 2025 Q1 2025 |
19,577
shares
|
$14.1 Million
2.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
19,573
shares
|
$14.1 Million
0.69% of portfolio
|
Q1 2025
Reduced 26.94%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
19,544
shares
|
$14.1 Million
5.37% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
19,537
shares
|
$14 Million
0.48% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
May 14, 2025 Q1 2025 |
19,533
shares
|
$14 Million
5.88% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
19,529
shares
|
$14 Million
3.36% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
19,496
shares
|
$14 Million
0.36% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
19,486
shares
|
$14 Million
0.99% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
19,475
shares
|
$14 Million
0.67% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
19,425
shares
|
$14 Million
2.21% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
May 15, 2025 Q1 2025 |
19,415
shares
|
$14 Million
7.26% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
19,327
shares
|
$13.9 Million
0.96% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
19,274
shares
|
$13.9 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
19,235
shares
|
$13.8 Million
0.2% of portfolio
|
Q1 2025
Added 108.24%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
19,231
shares
|
$13.8 Million
1.7% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Apr 14, 2025 Q1 2025 |
19,223
shares
|
$13.8 Million
8.36% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
19,215
shares
|
$13.8 Million
0.41% of portfolio
|
Q1 2025
Reduced 10.7%
|