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 |
|---|---|---|---|---|---|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,433
shares
|
$2.7 Million
0.15% of portfolio
|
Q3 2023
Reduced 11.85%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
4,426
shares
|
$2.7 Million
0.56% of portfolio
|
Q4 2025
Added 6.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
4,417
shares
|
$2.69 Million
0.84% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
4,416
shares
|
$2.69 Million
1.85% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
4,415
shares
|
$2.69 Million
0.63% of portfolio
|
Q3 2025
Reduced 29.01%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
4,413
shares
|
$2.69 Million
0.68% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
4,409
shares
|
$2.69 Million
0.57% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,407
shares
|
$2.69 Million
0.05% of portfolio
|
Q4 2022
Reduced 5.61%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,405
shares
|
$2.68 Million
0.43% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
4,403
shares
|
$2.68 Million
1.83% of portfolio
|
Q4 2025
Added 66.59%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
4,400
shares
|
$2.68 Million
0.22% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,399
shares
|
$2.68 Million
1.45% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Nov 06, 2025 Q3 2025 |
4,397
shares
|
$2.68 Million
1.96% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 14, 2025 Q3 2025 |
4,391
shares
|
$2.68 Million
2.96% of portfolio
|
Q3 2025
Reduced 24.91%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
4,385
shares
|
$2.67 Million
0.96% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
4,380
shares
|
$2.67 Million
2.62% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
4,377
shares
|
$2.67 Million
0.78% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
4,370
shares
|
$2.66 Million
1.56% of portfolio
|
Q2 2025
Added 146.89%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
4,366
shares
|
$2.66 Million
1.7% of portfolio
|
Q3 2025
New holding
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
4,363
shares
|
$2.66 Million
1.23% of portfolio
|
Q4 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
4,359
shares
|
$2.66 Million
0.77% of portfolio
|
Q4 2025
Added 4.26%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
4,358
shares
|
$2.66 Million
0.18% of portfolio
|
Q3 2025
Added 136.85%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
4,355
shares
|
$2.65 Million
0.25% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
4,355
shares
|
$2.65 Million
2.05% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
4,354
shares
|
$2.65 Million
0.58% of portfolio
|
Q4 2025
Reduced 10.54%
|
|