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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
21,271
shares
|
$14.5 Million
0.8% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
21,263
shares
|
$14.5 Million
2.31% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
21,207
shares
|
$14.5 Million
1.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
21,130
shares
|
$14.4 Million
1.94% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
21,117
shares
|
$14.4 Million
1.99% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
21,082
shares
|
$14.4 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Feb 10, 2025 Q4 2024 |
21,070
shares
|
$14.4 Million
4.43% of portfolio
|
Q4 2024
Added 43.33%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
21,057
shares
|
$14.4 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
21,034
shares
|
$14.4 Million
2.49% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
21,018
shares
|
$14.4 Million
1.05% of portfolio
|
Q4 2024
Added 34.42%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
Feb 14, 2025 Q4 2024 |
21,001
shares
|
$14.4 Million
2.55% of portfolio
|
Q4 2024
Reduced 28.36%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
20,982
shares
|
$14.3 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
20,971
shares
|
$14.3 Million
3.68% of portfolio
|
Q1 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
20,957
shares
|
$14.3 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
20,919
shares
|
$14.3 Million
0.47% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
20,861
shares
|
$14.3 Million
3.82% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
20,724
shares
|
$14.2 Million
1.18% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
20,724
shares
|
$14.2 Million
4.41% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
20,723
shares
|
$14.2 Million
4.31% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,635
shares
|
$14.1 Million
0.42% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
20,571
shares
|
$14.1 Million
4.77% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
20,562
shares
|
$14.1 Million
1.76% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
20,481
shares
|
$14 Million
3.0% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Jan 13, 2025 Q4 2024 |
20,461
shares
|
$14 Million
8.57% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
20,433
shares
|
$14 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.53%
|