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 5,050 institutions that hold shares in the stock, with a total of 1.55 Billion shares, which have been reported (via 13F filing form) to have a value of $1.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
15,586
shares
|
$10.7 Million
2.09% of portfolio
|
Q3 2023
Reduced 26.91%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
15,570
shares
|
$10.6 Million
1.25% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
15,554
shares
|
$10.6 Million
0.6% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
15,544
shares
|
$10.6 Million
3.84% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
15,503
shares
|
$10.6 Million
1.93% of portfolio
|
Q4 2022
Reduced 17.93%
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
15,501
shares
|
$10.6 Million
3.39% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
15,500
shares
|
$10.6 Million
2.38% of portfolio
|
Q4 2024
Added 40.91%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,431
shares
|
$10.5 Million
3.77% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
15,400
shares
|
$10.5 Million
2.15% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
15,362
shares
|
$10.5 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Feb 12, 2025 Q4 2024 |
15,357
shares
|
$10.5 Million
2.31% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
15,335
shares
|
$10.5 Million
3.1% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Peregrine Investment Management Inc
Toronto, A6 |
Jan 30, 2025 Q4 2024 |
15,280
shares
|
$10.4 Million
5.19% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
15,273
shares
|
$10.4 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
15,186
shares
|
$10.4 Million
4.74% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Feb 12, 2025 Q4 2024 |
15,161
shares
|
$10.4 Million
1.86% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
15,124
shares
|
$10.3 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15,106
shares
|
$10.3 Million
1.5% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
15,067
shares
|
$10.3 Million
0.79% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
15,058
shares
|
$10.3 Million
0.35% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
15,050
shares
|
$10.3 Million
0.4% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,047
shares
|
$10.3 Million
0.95% of portfolio
|
Q2 2022
Added 7.64%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
15,016
shares
|
$10.3 Million
1.03% of portfolio
|
Q2 2023
Reduced 28.27%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
15,012
shares
|
$10.3 Million
1.32% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
15,004
shares
|
$10.3 Million
1.74% of portfolio
|
Q4 2024
Reduced 4.78%
|