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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
14,480
shares
|
$9.9 Million
1.84% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
14,465
shares
|
$9.89 Million
1.68% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
14,422
shares
|
$9.86 Million
1.95% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
14,411
shares
|
$9.85 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
14,408
shares
|
$9.85 Million
1.66% of portfolio
|
Q4 2024
Reduced 42.35%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
14,375
shares
|
$9.83 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
14,337
shares
|
$9.8 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
14,324
shares
|
$9.79 Million
2.94% of portfolio
|
Q4 2024
Added 75.67%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
14,318
shares
|
$9.79 Million
0.44% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Freemont Management S.A.
|
Feb 10, 2025 Q4 2024 |
14,300
shares
|
$9.77 Million
4.2% of portfolio
|
Q3 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
14,277
shares
|
$9.76 Million
2.03% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
14,250
shares
|
$9.74 Million
0.02% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
14,218
shares
|
$9.72 Million
0.82% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
14,177
shares
|
$9.69 Million
4.23% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,169
shares
|
$9.69 Million
0.24% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
14,140
shares
|
$9.67 Million
1.18% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
14,106
shares
|
$9.64 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
14,094
shares
|
$9.63 Million
0.11% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Farley Capital L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
14,073
shares
|
$9.62 Million
7.13% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
14,059
shares
|
$9.61 Million
0.3% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,054
shares
|
$9.61 Million
0.17% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
14,040
shares
|
$9.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
14,036
shares
|
$9.59 Million
0.66% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
14,000
shares
|
$9.57 Million
0.69% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Sirios Capital Management L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,000
shares
|
$9.57 Million
1.73% of portfolio
|
Q4 2024
Reduced 3.17%
|