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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
8,922
shares
|
$6.21 Million
1.14% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
8,920
shares
|
$6.2 Million
0.68% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
8,917
shares
|
$6.2 Million
0.92% of portfolio
|
Q4 2024
Added 30.27%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
8,897
shares
|
$6.19 Million
0.97% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
8,858
shares
|
$6.16 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
8,854
shares
|
$6.16 Million
1.9% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
8,826
shares
|
$6.14 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,799
shares
|
$6.12 Million
0.42% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
8,786
shares
|
$6.11 Million
3.36% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
8,785
shares
|
$6.11 Million
1.79% of portfolio
|
Q4 2022
Added 85.97%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
8,778
shares
|
$6.11 Million
0.68% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
8,774
shares
|
$6.1 Million
2.19% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
8,765
shares
|
$6.1 Million
0.92% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
8,763
shares
|
$6.09 Million
3.13% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
8,723
shares
|
$6.07 Million
2.71% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
8,716
shares
|
$6.06 Million
0.86% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,714
shares
|
$6.06 Million
1.69% of portfolio
|
Q4 2024
Reduced 25.78%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
8,704
shares
|
$6.05 Million
1.53% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
8,682
shares
|
$6.04 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
8,655
shares
|
$6.02 Million
6.29% of portfolio
|
Q2 2024
Reduced 18.88%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
8,629
shares
|
$6 Million
2.4% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,629
shares
|
$6 Million
3.38% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
8,620
shares
|
$6 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
8,600
shares
|
$5.98 Million
1.19% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
8,593
shares
|
$5.98 Million
2.4% of portfolio
|
Q4 2024
Reduced 18.22%
|