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 |
|---|---|---|---|---|---|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
1,771
shares
|
$1.08 Million
1.04% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
1,767
shares
|
$1.08 Million
0.77% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,765
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
1,762
shares
|
$1.07 Million
0.52% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
1,760
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2025
Added 76.53%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
1,760
shares
|
$1.07 Million
0.61% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
1,758
shares
|
$1.07 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,754
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,753
shares
|
$1.07 Million
0.3% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
1,752
shares
|
$1.07 Million
0.51% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
1,750
shares
|
$1.07 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,749
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2023
Reduced 53.35%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
1,748
shares
|
$1.07 Million
0.95% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
1,747
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2025
Added 20.07%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
1,747
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,746
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,745
shares
|
$1.06 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
1,739
shares
|
$1.06 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,734
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,734
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,733
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
1,733
shares
|
$1.06 Million
0.26% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,732
shares
|
$1.06 Million
0.14% of portfolio
|
Q1 2023
Reduced 10.58%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
1,730
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Added 45.26%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
1,729
shares
|
$1.05 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.59%
|
|