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 5,050 institutions that hold shares in the stock, with a total of 1.55 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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
24,703
shares
|
$16.9 Million
0.69% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
24,655
shares
|
$16.9 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
24,611
shares
|
$16.8 Million
1.02% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
24,595
shares
|
$16.8 Million
2.39% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
24,591
shares
|
$16.8 Million
4.93% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
24,534
shares
|
$16.8 Million
1.4% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
24,520
shares
|
$16.8 Million
0.53% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
24,517
shares
|
$16.8 Million
0.28% of portfolio
|
Q2 2022
Added 2.54%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
24,516
shares
|
$16.8 Million
1.53% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Efg Asset Management (North America) Corp.
|
Feb 11, 2025 Q4 2024 |
24,439
shares
|
$16.7 Million
2.04% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
24,407
shares
|
$16.7 Million
5.62% of portfolio
|
Q3 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
24,356
shares
|
$16.6 Million
2.44% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Feb 12, 2025 Q4 2024 |
24,324
shares
|
$16.6 Million
3.56% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
24,256
shares
|
$16.6 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
24,250
shares
|
$16.6 Million
19.91% of portfolio
|
Q3 2023
Reduced 20.62%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,214
shares
|
$16.6 Million
1.17% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
24,204
shares
|
$16.5 Million
0.11% of portfolio
|
Q2 2023
Added 2.84%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
24,181
shares
|
$16.5 Million
1.13% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
24,132
shares
|
$16.5 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
24,128
shares
|
$16.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
24,119
shares
|
$16.5 Million
0.28% of portfolio
|
Q4 2023
Added 1.79%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
24,089
shares
|
$16.5 Million
0.99% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
24,032
shares
|
$16.4 Million
4.34% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
24,000
shares
|
$16.4 Million
2.31% of portfolio
|
Q2 2024
New holding
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
23,982
shares
|
$16.4 Million
1.22% of portfolio
|
Q4 2024
Reduced 10.24%
|