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 5,048 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 |
---|---|---|---|---|---|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
7,618
shares
|
$5.3 Million
0.4% of portfolio
|
Q4 2024
Added 4.59%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
7,606
shares
|
$5.29 Million
1.16% of portfolio
|
Q4 2024
Added 13.24%
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Feb 10, 2025 Q4 2024 |
7,600
shares
|
$5.29 Million
5.81% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
7,594
shares
|
$5.28 Million
1.88% of portfolio
|
Q1 2024
Reduced 10.54%
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,590
shares
|
$5.28 Million
0.83% of portfolio
|
Q4 2024
Added 3.13%
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
7,589
shares
|
$5.28 Million
1.86% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
7,525
shares
|
$5.23 Million
2.27% of portfolio
|
Q4 2024
Added 63.02%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,520
shares
|
$5.23 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
7,500
shares
|
$5.22 Million
1.25% of portfolio
|
Q4 2024
Added 1092.37%
|
|
Courage Capital Management LLC
Nashville, TN |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$5.22 Million
9.06% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
7,493
shares
|
$5.21 Million
0.57% of portfolio
|
Q4 2024
Added 195.12%
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
7,493
shares
|
$5.21 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
7,480
shares
|
$5.2 Million
2.41% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,452
shares
|
$5.18 Million
0.44% of portfolio
|
Q4 2024
Added 18.68%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,436
shares
|
$5.17 Million
1.59% of portfolio
|
Q1 2024
Added 10.08%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
7,428
shares
|
$5.17 Million
0.66% of portfolio
|
Q4 2024
Added 2.1%
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
7,423
shares
|
$5.16 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
7,420
shares
|
$5.16 Million
2.21% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
7,420
shares
|
$5.16 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
7,416
shares
|
$5.16 Million
0.49% of portfolio
|
Q3 2024
Added 3.72%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
7,413
shares
|
$5.16 Million
0.11% of portfolio
|
Q4 2024
Added 6.91%
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
7,407
shares
|
$5.15 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
7,401
shares
|
$5.15 Million
0.76% of portfolio
|
Q4 2024
Added 1.66%
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
7,391
shares
|
$5.14 Million
2.43% of portfolio
|
Q4 2024
Added 0.34%
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
7,384
shares
|
$5.14 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.86%
|