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 5,650 institutions that hold shares in the stock, with a total of 1.52 Billion shares, which have been reported (via 13F filing form) to have a value of $928 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
5,677
shares
|
$3.46 Million
0.06% of portfolio
|
Q3 2022
Reduced 31.84%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,676
shares
|
$3.46 Million
0.19% of portfolio
|
Q3 2025
Added 38.27%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
5,668
shares
|
$3.45 Million
1.32% of portfolio
|
Q3 2025
Added 59.57%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,665
shares
|
$3.45 Million
2.2% of portfolio
|
Q3 2025
Added 121.38%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
5,664
shares
|
$3.45 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
5,651
shares
|
$3.44 Million
1.12% of portfolio
|
Q4 2021
New holding
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
5,651
shares
|
$3.44 Million
2.92% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
5,648
shares
|
$3.44 Million
0.61% of portfolio
|
Q3 2025
Added 14.33%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,640
shares
|
$3.44 Million
0.57% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
5,622
shares
|
$3.43 Million
2.69% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
5,618
shares
|
$3.42 Million
1.1% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
5,617
shares
|
$3.42 Million
1.54% of portfolio
|
Q3 2025
Added 30.42%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,604
shares
|
$3.42 Million
0.52% of portfolio
|
Q3 2025
Reduced 21.64%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
5,601
shares
|
$3.41 Million
0.51% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
5,594
shares
|
$3.41 Million
0.75% of portfolio
|
Q4 2025
Added 34.28%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,587
shares
|
$3.41 Million
2.51% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
5,577
shares
|
$3.4 Million
1.75% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
5,569
shares
|
$3.39 Million
0.24% of portfolio
|
Q4 2025
Added 1.72%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
5,561
shares
|
$3.39 Million
0.57% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,560
shares
|
$3.39 Million
2.64% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
5,560
shares
|
$3.39 Million
1.19% of portfolio
|
Q4 2025
Added 15.76%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,559
shares
|
$3.39 Million
1.71% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
5,554
shares
|
$3.38 Million
0.85% of portfolio
|
Q4 2025
New holding
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
5,544
shares
|
$3.38 Million
1.01% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
5,538
shares
|
$3.38 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.11%
|
|