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 5,640 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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,760
shares
|
$11.4 Million
1.0% of portfolio
|
Q3 2025
Added 52.71%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
18,755
shares
|
$11.4 Million
1.9% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Aug 04, 2025 Q2 2025 |
18,671
shares
|
$11.4 Million
11.36% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
18,663
shares
|
$11.4 Million
0.66% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
18,637
shares
|
$11.4 Million
1.08% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
18,627
shares
|
$11.4 Million
1.27% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
18,600
shares
|
$11.3 Million
1.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Gunderson Capital Management Inc.
|
Oct 22, 2025 Q3 2025 |
18,591
shares
|
$11.3 Million
5.48% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
18,558
shares
|
$11.3 Million
0.6% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
18,525
shares
|
$11.3 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
18,521
shares
|
$11.3 Million
0.17% of portfolio
|
Q4 2022
Reduced 7.56%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
18,454
shares
|
$11.2 Million
1.14% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
18,419
shares
|
$11.2 Million
3.33% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
18,279
shares
|
$11.1 Million
3.0% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
18,276
shares
|
$11.1 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
18,247
shares
|
$11.1 Million
1.13% of portfolio
|
Q4 2025
Reduced 31.08%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
18,245
shares
|
$11.1 Million
6.59% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
18,215
shares
|
$11.1 Million
2.72% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
18,204
shares
|
$11.1 Million
2.13% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
18,168
shares
|
$11.1 Million
5.11% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
18,115
shares
|
$11 Million
7.37% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Oct 16, 2025 Q3 2025 |
18,108
shares
|
$11 Million
4.18% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
18,084
shares
|
$11 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
18,068
shares
|
$11 Million
8.76% of portfolio
|
Q3 2025
Reduced 24.39%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
18,028
shares
|
$11 Million
1.9% of portfolio
|
Q1 2025
Reduced 57.0%
|
|