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 4,836 institutions that hold shares in the stock, with a total of 1.5 Billion shares, which have been reported (via 13F filing form) to have a value of $1.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
784
shares
|
$560,183
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
784
shares
|
$560,183
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
782
shares
|
$558,754
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
781
shares
|
$558,040
0.05% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
781
shares
|
$558,040
0.16% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
778
shares
|
$555,896
0.19% of portfolio
|
Q4 2023
Reduced 9.85%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
778
shares
|
$555,896
0.11% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
776
shares
|
$554,467
0.14% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
776
shares
|
$554,467
0.13% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
774
shares
|
$553,038
0.17% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
774
shares
|
$553,038
0.04% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
774
shares
|
$553,038
0.09% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
773
shares
|
$552,323
0.15% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
773
shares
|
$552,323
0.16% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
773
shares
|
$552,323
0.22% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
772
shares
|
$551,609
0.06% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
772
shares
|
$551,609
0.09% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
772
shares
|
$551,609
0.13% of portfolio
|
Q2 2022
Reduced 0.64%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
772
shares
|
$551,609
0.23% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
771
shares
|
$550,894
0.31% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
770
shares
|
$550,180
0.04% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
770
shares
|
$550,180
0.27% of portfolio
|
Q4 2024
Added 27.06%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
769
shares
|
$549,465
0.2% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
767
shares
|
$548,036
0.24% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
766
shares
|
$547,322
0.25% of portfolio
|
Q4 2024
Added 14.33%
|