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 4,899 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 $1.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,549
shares
|
$3.27 Million
0.18% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
4,546
shares
|
$3.27 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
4,541
shares
|
$3.27 Million
0.81% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
4,530
shares
|
$3.26 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,530
shares
|
$3.26 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,513
shares
|
$3.25 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,505
shares
|
$3.24 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
4,498
shares
|
$3.24 Million
1.32% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
4,494
shares
|
$3.23 Million
0.64% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
4,485
shares
|
$3.23 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 11, 2025 Q4 2024 |
4,482
shares
|
$3.23 Million
2.36% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
4,472
shares
|
$3.22 Million
0.18% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
4,470
shares
|
$3.22 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
4,456
shares
|
$3.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,449
shares
|
$3.2 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
4,439
shares
|
$3.2 Million
1.69% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,433
shares
|
$3.19 Million
0.15% of portfolio
|
Q3 2023
Reduced 11.85%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,430
shares
|
$3.19 Million
1.33% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
4,420
shares
|
$3.18 Million
0.83% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,411
shares
|
$3.18 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,407
shares
|
$3.17 Million
0.05% of portfolio
|
Q4 2022
Reduced 5.61%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
4,407
shares
|
$3.17 Million
2.66% of portfolio
|
Q4 2024
Added 90.78%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
4,407
shares
|
$3.17 Million
2.1% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,406
shares
|
$3.17 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
4,406
shares
|
$3.17 Million
2.12% of portfolio
|
Q4 2024
Added 10.4%
|