Purchases and Sales Made in Q4 2025 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q4 2025. The information is specifically focused on institutions that hold shares of Meta Platforms, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
15+ 0.58% |
$9.14K - $11.3K
|
2.62K
$1.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15+ 0.82% |
$9.14K - $11.3K
|
1.84K
$1.12M
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
15+ 1.71% |
$9.14K - $11.3K
|
894
$545K
|
|
|
Jan 22, 2026
Q4 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15+ 3.43% |
$9.14K - $11.3K
|
452
$275K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
14+ 0.69% |
$8.53K - $10.5K
|
2.05K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
14+ 1.56% |
$8.53K - $10.5K
|
909
$554K
|
|
|
Jan 21, 2026
Q4 2025
|
Barton Investment Management
|
BUY
|
- |
14+ 1.83% |
$8.53K - $10.5K
|
779
$475K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13+ 1.11% |
$7.92K - $9.77K
|
1.18K
$722K
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
13+ 0.12% |
$7.92K - $9.77K
|
10.6K
$6.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
13+ 0.67% |
$7.92K - $9.77K
|
1.96K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
13+ 2.18% |
$7.92K - $9.77K
|
608
$371K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
13+ 0.61% |
$7.92K - $9.77K
|
2.14K
$1.3M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
12+ 0.5% |
$7.31K - $9.02K
|
2.41K
$1.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
12+ 1.34% |
$7.31K - $9.02K
|
905
$552K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
12+ 2.33% |
$7.31K - $9.02K
|
528
$322K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
12+ 0.53% |
$7.31K - $9.02K
|
2.27K
$1.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
11+ 0.97% |
$6.7K - $8.27K
|
1.14K
$697K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11+ 0.49% |
$6.7K - $8.27K
|
2.25K
$1.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.88% |
$6.7K - $8.27K
|
1.26K
$766K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
10+ 1.43% |
$6.09K - $7.52K
|
711
$433K
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
10+ 2.47% |
$6.09K - $7.52K
|
415
$253K
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
10+ 0.06% |
$6.09K - $7.52K
|
15.6K
$9.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
9+ 0.88% |
$5.48K - $6.77K
|
1.03K
$627K
|
|
|
Jan 20, 2026
Q4 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
9+ 1.58% |
$5.48K - $6.77K
|
577
$352K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9+ 1.42% |
$5.48K - $6.77K
|
644
$392K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
8+ 1.1% |
$4.87K - $6.01K
|
733
$447K
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8+ 0.56% |
$4.87K - $6.01K
|
1.45K
$881K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8+ 1.6% |
$4.87K - $6.01K
|
509
$310K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.33% |
$4.26K - $5.26K
|
2.14K
$1.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
7+ 0.4% |
$4.26K - $5.26K
|
1.74K
$1.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7+ 0.12% |
$4.26K - $5.26K
|
5.67K
$3.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6+ 0.3% |
$3.65K - $4.51K
|
2K
$1.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
5+ 0.92% |
$3.05K - $3.76K
|
546
$333K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
4+ 0.22% |
$2.44K - $3.01K
|
1.86K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4+ 0.05% |
$2.44K - $3.01K
|
8.74K
$5.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
4+ 0.45% |
$2.44K - $3.01K
|
897
$547K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 1.34% |
$2.44K - $3.01K
|
303
$185K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.38% |
$2.44K - $3.01K
|
1.07K
$650K
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4+ 6.67% |
$2.44K - $3.01K
|
64
$39K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.36% |
$1.83K - $2.26K
|
839
$511K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3+ 0.83% |
$1.83K - $2.26K
|
364
$222K
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3+ 0.95% |
$1.83K - $2.26K
|
319
$194K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3+ 0.46% |
$1.83K - $2.26K
|
660
$402K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3+ 0.53% |
$1.83K - $2.26K
|
569
$347K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3+ 0.63% |
$1.83K - $2.26K
|
482
$294K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
3+ 3.75% |
$1.83K - $2.26K
|
83
$50.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Steadtrust LLC
Allen, TX |
BUY
|
- |
3+ 0.54% |
$1.83K - $2.26K
|
558
$340K
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$1.22K - $1.5K
|
1.24K
$753K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2+ 0.4% |
$1.22K - $1.5K
|
503
$307K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2New |
$1.22K - $1.5K
|
2
$1.22K
|
|