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 5,638 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 |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
23,395
shares
|
$14.3 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
23,386
shares
|
$14.3 Million
1.04% of portfolio
|
Q3 2025
Added 76.55%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
23,136
shares
|
$14.1 Million
4.25% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
23,076
shares
|
$14.1 Million
9.43% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,075
shares
|
$14.1 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
23,058
shares
|
$14.1 Million
1.7% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Aragon Global Management, LP
Miami, FL |
Nov 14, 2025 Q3 2025 |
23,040
shares
|
$14 Million
5.2% of portfolio
|
Q2 2025
Added 38.92%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
23,030
shares
|
$14 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
23,008
shares
|
$14 Million
2.74% of portfolio
|
Q3 2025
Added 398.66%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
22,992
shares
|
$14 Million
1.22% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
22,989
shares
|
$14 Million
2.49% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
22,960
shares
|
$14 Million
0.44% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
22,952
shares
|
$14 Million
1.71% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Sirios Capital Management L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
22,947
shares
|
$14 Million
2.66% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2025 Q3 2025 |
22,920
shares
|
$14 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
One01 Capital, LP
Burlingame, CA |
Nov 14, 2023 Q3 2023 |
22,902
shares
|
$14 Million
8.36% of portfolio
|
Q3 2023
Added 1.44%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
22,887
shares
|
$13.9 Million
0.68% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
22,861
shares
|
$13.9 Million
0.93% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
22,816
shares
|
$13.9 Million
1.7% of portfolio
|
Q4 2025
Reduced 2.74%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
22,769
shares
|
$13.9 Million
0.89% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
22,753
shares
|
$13.9 Million
0.84% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
22,728
shares
|
$13.9 Million
5.44% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
22,665
shares
|
$13.8 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
22,576
shares
|
$13.8 Million
0.83% of portfolio
|
Q4 2025
Added 4.95%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
22,527
shares
|
$13.7 Million
0.75% of portfolio
|
Q3 2025
Added 6.5%
|
|