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 5,055 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 $1.02 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
3,428
shares
|
$2.25 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
3,426
shares
|
$2.25 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
3,426
shares
|
$2.25 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,425
shares
|
$2.25 Million
0.03% of portfolio
|
Q3 2024
Added 136.37%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,425
shares
|
$2.25 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,414
shares
|
$2.24 Million
1.32% of portfolio
|
Q1 2024
Reduced 12.13%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
3,410
shares
|
$2.24 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,408
shares
|
$2.24 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,405
shares
|
$2.24 Million
0.82% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
3,401
shares
|
$2.24 Million
0.32% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
3,398
shares
|
$2.23 Million
0.09% of portfolio
|
Q4 2024
Reduced 60.3%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
3,397
shares
|
$2.23 Million
0.38% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
3,397
shares
|
$2.23 Million
0.35% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
3,387
shares
|
$2.23 Million
0.47% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,383
shares
|
$2.22 Million
0.52% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
3,380
shares
|
$2.22 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,375
shares
|
$2.22 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
3,372
shares
|
$2.22 Million
0.14% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
3,371
shares
|
$2.22 Million
0.46% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,367
shares
|
$2.21 Million
0.37% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,365
shares
|
$2.21 Million
0.29% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
3,363
shares
|
$2.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
3,362
shares
|
$2.21 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
3,361
shares
|
$2.21 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
3,361
shares
|
$2.21 Million
2.0% of portfolio
|
Q4 2024
New holding
|