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 5,323 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 $1.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
11,672
shares
|
$8.23 Million
0.81% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
11,663
shares
|
$8.22 Million
2.02% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
11,655
shares
|
$8.21 Million
0.95% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
11,645
shares
|
$8.21 Million
2.2% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
11,635
shares
|
$8.2 Million
0.84% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
11,624
shares
|
$8.19 Million
0.86% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
11,584
shares
|
$8.16 Million
0.11% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
11,528
shares
|
$8.13 Million
4.02% of portfolio
|
Q4 2023
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
11,512
shares
|
$8.11 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
11,504
shares
|
$8.11 Million
1.11% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
11,491
shares
|
$8.1 Million
0.75% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
11,445
shares
|
$8.07 Million
1.06% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
11,442
shares
|
$8.06 Million
0.23% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
11,435
shares
|
$8.06 Million
1.31% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
11,426
shares
|
$8.05 Million
1.67% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
11,416
shares
|
$8.05 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
11,408
shares
|
$8.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,400
shares
|
$8.03 Million
0.2% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
11,376
shares
|
$8.02 Million
0.76% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
11,373
shares
|
$8.02 Million
0.69% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
11,363
shares
|
$8.01 Million
0.33% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
11,361
shares
|
$8.01 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
11,342
shares
|
$7.99 Million
4.75% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
11,337
shares
|
$7.99 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
11,336
shares
|
$7.99 Million
2.12% of portfolio
|
Q2 2025
Added 24.52%
|