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 5,649 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 |
|---|---|---|---|---|---|
|
Rolek Wealth Management LLC
Berwyn, PA |
Oct 29, 2025 Q3 2025 |
928
shares
|
$565,578
0.51% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
927
shares
|
$564,969
0.37% of portfolio
|
Q4 2025
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
927
shares
|
$564,969
0.29% of portfolio
|
Q3 2025
Added 20.23%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
926
shares
|
$564,359
0.38% of portfolio
|
Q3 2023
Reduced 12.81%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
926
shares
|
$564,359
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
926
shares
|
$564,359
0.12% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
926
shares
|
$564,359
0.4% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
922
shares
|
$561,922
0.09% of portfolio
|
Q3 2023
Reduced 3.86%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
921
shares
|
$561,312
0.29% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
921
shares
|
$561,312
0.16% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
921
shares
|
$561,312
0.23% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
920
shares
|
$560,703
0.3% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
920
shares
|
$560,703
0.25% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
918
shares
|
$559,484
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
915
shares
|
$557,655
0.16% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
914
shares
|
$557,046
0.43% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 06, 2025 Q3 2025 |
914
shares
|
$557,046
1.9% of portfolio
|
Q3 2025
Reduced 48.19%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
914
shares
|
$557,046
0.39% of portfolio
|
Q3 2025
Added 21.06%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
914
shares
|
$557,046
0.45% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
912
shares
|
$555,827
0.62% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
910
shares
|
$554,608
0.3% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jan 15, 2026 Q4 2025 |
909
shares
|
$553,999
0.34% of portfolio
|
Q4 2025
Added 24.35%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
909
shares
|
$553,999
0.21% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
905
shares
|
$551,561
0.11% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
905
shares
|
$551,561
0.47% of portfolio
|
Q3 2025
Reduced 5.73%
|
|