Meta Platforms, Inc.
META- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001326801
In the last 90 days, Meta Platforms, Inc. insiders filed 0 open-market purchases and 20 sales; 5,088 institutions reported holding it in 13F filings for Q2 2026, worth $957.2B in total; 18 superinvestors hold it, including Pershing Square and Tiger Global Management.
13F holders, Q4 2023
Institutional positions in Meta Platforms, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,765
- +391 vs. Q3 2023
- Shares held
- 1.69B
- +20.1M (+1.2%) vs. Q3 2023
- Total value
- $595.4B
- +$94.1B (+18.8%) vs. Q3 2023
- New holders
- 499
- 1,535 more added
- Sold out
- 108
- 1,375 more reduced
56 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting META on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,088 | $957.2B |
| Q1 2026 | 5,109 | $950.5B |
| Q4 2025 | 5,171 | $1.11T |
| Q3 2025 | 4,914 | $1.20T |
| Q2 2025 | 4,842 | $1.24T |
| Q1 2025 | 4,702 | $963.1B |
| Q4 2024 | 4,652 | $986.9B |
| Q3 2024 | 4,205 | $952.7B |
| Q2 2024 | 4,105 | $840.4B |
| Q1 2024 | 4,017 | $811.4B |
| Q4 2023 | 3,765 | $595.4B |
| Q3 2023 | 3,430 | $501.9B |
| Q2 2023 | 3,322 | $473.5B |
| Q1 2023 | 3,076 | $343.3B |
| Q4 2022 | 2,760 | $196.7B |
| Q3 2022 | 2,897 | $225.7B |
| Q2 2022 | 3,081 | $273.2B |
| Q1 2022 | 3,283 | $382.1B |
| Q4 2021 | 3,504 | $600.2B |
| Q3 2021 | 3,252 | $630.6B |
| Q2 2021 | 3,254 | $656.1B |
| Q1 2021 | 3,167 | $556.5B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Meta Platforms, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 10,683 | $3.78M | 1.45% | +733+7.4% | Added |
| Credit Capital Investments LLC | 10,700 | $3.79M | 5.28% | +700+7.0% | Added |
| Legacy Financial Advisors, Inc. | 10,718 | $3.79M | 0.73% | +713+7.1% | Added |
| Rational Advisors LLC | 10,719 | $3.79M | 0.39% | −3,471−24.5% | Reduced |
| SevenBridge Financial Group, LLC | 10,741 | $3.80M | 0.90% | +255+2.4% | Added |
| Crestwood Advisors Group LLC | 10,743 | $3.80M | 0.09% | +2,215+26.0% | Added |
| Consolidated Planning Corp | 10,744 | $3.80M | 0.71% | +308+3.0% | Added |
| Csenge Advisory Group | 10,751 | $3.81M | 0.24% | +1,601+17.5% | Added |
| Circle Wealth Management, LLC | 10,757 | $3.81M | 0.10% | −302−2.7% | Reduced |
| Glynn Capital Management LLC | 10,802 | $3.82M | 0.71% | 00.0% | Unchanged |
| SFMG, LLC | 10,813 | $3.83M | 0.35% | +67+0.6% | Added |
| Cornerstone Wealth Management, LLC | 10,840 | $3.84M | 0.33% | +13+0.1% | Added |
| Aquatic Capital Management LLC | 10,840 | $3.84M | 0.10% | −66,480−86.0% | Reduced |
| Shepherd Financial Partners LLC | 10,891 | $3.85M | 0.55% | +8+0.1% | Added |
| Good Life Advisors, LLC | 10,902 | $3.86M | 0.38% | +172+1.6% | Added |
| Dorsey & Whitney Trust CO LLC | 10,936 | $3.87M | 0.30% | +192+1.8% | Added |
| Thompson Siegel & Walmsley LLC | 10,935 | $3.87M | 0.06% | −3,900−26.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 10,962 | $3.88M | 2.00% | +164+1.5% | Added |
| Harbert Fund Advisors, Inc. | 11,000 | $3.89M | 2.67% | −8,750−44.3% | Reduced |
| Wormser Freres Gestion | 11,104 | $3.89M | 3.16% | +11,104 | New |
| Truepoint, Inc. | 11,022 | $3.90M | 0.11% | −656−5.6% | Reduced |
| First Horizon Advisors, Inc. | 11,058 | $3.91M | 0.13% | +183+1.7% | Added |
| Kovack Advisors, Inc. | 11,073 | $3.92M | 0.47% | +356+3.3% | Added |
| Royal Fund Management, LLC | 11,088 | $3.92M | 0.50% | −566−4.9% | Reduced |
| Fidelis Capital Partners, LLC | 11,119 | $3.94M | 0.87% | +1,589+16.7% | Added |
| Forbes J M & Co LLP | 11,162 | $3.95M | 0.46% | −17−0.2% | Reduced |
| CoreCap Advisors, LLC | 11,172 | $3.95M | 0.26% | −3,689−24.8% | Reduced |
| WealthPLAN Partners, LLC | 11,176 | $3.96M | 0.41% | +816+7.9% | Added |
| Capital Investment Counsel, Inc | 11,183 | $3.96M | 0.69% | −20−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,200 | $3.96M | 0.75% | +1,313+13.3% | Added |
| Donald L. Hagan, LLC | 11,229 | $3.97M | 2.20% | +28+0.2% | Added |
| Manchester Financial Inc | 11,238 | $3.98M | 1.11% | −346−3.0% | Reduced |
| Alpha Family Trust | 11,246 | $3.98M | 2.69% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 11,247 | $3.98M | 2.54% | +11,247 | New |
| Doliver Advisors, LP | 11,267 | $3.99M | 1.22% | −932−7.6% | Reduced |
| Unigestion Holding SA | 11,286 | $3.99M | 0.22% | +61+0.5% | Added |
| Surience Private Wealth LLC | 11,343 | $4.01M | 4.08% | +5,307+87.9% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 11,394 | $4.03M | 2.23% | −193−1.7% | Reduced |
| Capital Advisors Inc | 11,401 | $4.04M | 0.09% | +3,244+39.8% | Added |
| Nilsine Partners, LLC | 11,410 | $4.04M | 0.62% | −3,330−22.6% | Reduced |
| Focused Wealth Management, Inc | 11,412 | $4.04M | 0.66% | −293−2.5% | Reduced |
| Millennium Capital Advisors, LLC | 11,423 | $4.04M | 3.09% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 11,491 | $4.07M | 0.57% | +18+0.2% | Added |
| Marco Investment Management LLC | 11,501 | $4.07M | 0.42% | +237+2.1% | Added |
| Castle Rock Wealth Management, LLC | 11,622 | $4.08M | 1.24% | +432+3.9% | Added |
| M&G Investments (USA) Inc. | 11,528 | $4.08M | 4.02% | +11,528 | New |
| KG&L Capital Management,LLC | 11,542 | $4.09M | 1.71% | −2,071−15.2% | Reduced |
| Annex Advisory Services, LLC | 11,545 | $4.09M | 0.17% | +9,722+533.3% | Added |
| Mission Wealth Management, LP | 11,556 | $4.09M | 0.13% | +520+4.7% | Added |
| Mill Creek Capital Advisors, LLC | 11,583 | $4.10M | 0.12% | +4,647+67.0% | Added |
| TrimTabs Asset Management, LLC | 11,598 | $4.11M | 1.19% | +11,598 | New |
| Mystic Asset Management, Inc. | 11,607 | $4.11M | 1.96% | +482+4.3% | Added |
| Capital Asset Advisory Services LLC | 11,609 | $4.11M | 0.25% | −506−4.2% | Reduced |
| Clarity Wealth Advisors, LLC | 11,689 | $4.14M | 1.56% | −1,325−10.2% | Reduced |
| Aspiriant, LLC | 11,722 | $4.15M | 0.19% | −396−3.3% | Reduced |
| OV Management LLC | 11,764 | $4.16M | 3.44% | +11,764 | New |
| Cubist Systematic Strategies, LLC | 11,774 | $4.17M | 0.05% | −5,496−31.8% | Reduced |
| Capital Investment Advisors, LLC | 11,786 | $4.17M | 0.10% | +3,742+46.5% | Added |
| Wealthcare Advisory Partners LLC | 11,798 | $4.18M | 0.17% | +1,975+20.1% | Added |
| Whalerock Point Partners, LLC | 11,807 | $4.18M | 1.29% | +2,025+20.7% | Added |
| Telos Capital Management, Inc. | 11,814 | $4.18M | 0.51% | −377−3.1% | Reduced |
| GeoWealth Management, LLC | 11,828 | $4.19M | 0.35% | +11,446+2,996.3% | Added |
| Gilliland Jeter Wealth Management LLC | 11,851 | $4.19M | 1.73% | +11,851 | New |
| Claro Advisors LLC | 11,877 | $4.20M | 0.91% | +166+1.4% | Added |
| AlTi Global, Inc. | 11,903 | $4.21M | 0.13% | +11,903 | New |
| BNC Wealth Management, LLC | 11,967 | $4.24M | 2.00% | +736+6.6% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 12,000 | $4.25M | 1.45% | −1,000−7.7% | Reduced |
| RedJay Asset Management Inc. | 12,000 | $4.25M | 4.36% | +12,000 | New |
| Centaurus Financial, Inc. | 12,012 | $4.25M | 0.32% | −160−1.3% | Reduced |
| Monograph Wealth Advisors, LLC | 12,030 | $4.26M | 0.76% | +232+2.0% | Added |
| Arden Trust Co | 12,060 | $4.27M | 0.63% | −340−2.7% | Reduced |
| WealthShield Partners, LLC | 12,072 | $4.27M | 0.70% | −1,233−9.3% | Reduced |
| Agf Management Ltd | 12,075 | $4.27M | 0.03% | +2,898+31.6% | Added |
| Cunning Capital Partners, LP | 12,105 | $4.29M | 2.67% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 12,119 | $4.29M | 0.08% | +1,342+12.5% | Added |
| Sit Investment Associates Inc | 12,132 | $4.29M | 0.11% | +5,217+75.4% | Added |
| Bard Financial Services, Inc. | 12,150 | $4.30M | 0.48% | −3,795−23.8% | Reduced |
| Becker Capital Management Inc | 12,159 | $4.30M | 0.16% | −174−1.4% | Reduced |
| Boothbay Fund Management, LLC | 12,165 | $4.31M | 0.16% | −10,477−46.3% | Reduced |
| Independence Bank of Kentucky | 12,191 | $4.32M | 1.52% | +110+0.9% | Added |
| Evergreen Wealth Management, LLC | 12,204 | $4.32M | 3.18% | −1,412−10.4% | Reduced |
| Arjuna Capital | 12,242 | $4.33M | 1.36% | +545+4.7% | Added |
| RDA Financial Network | 12,250 | $4.34M | 1.64% | −321−2.6% | Reduced |
| LGT Fund Management Co Ltd. | 12,113 | $4.34M | 1.86% | −376−3.0% | Reduced |
| Chicago Partners Investment Group LLC | 11,128 | $4.35M | 0.20% | −6−0.1% | Reduced |
| Prelude Capital Management, LLC | 12,306 | $4.36M | 0.38% | +12,306 | New |
| Wall Street Access Asset Management, LLC | 12,313 | $4.36M | 2.05% | +30.0% | Added |
| Dillon & Associates Inc | 12,314 | $4.36M | 0.79% | −582−4.5% | Reduced |
| Lakehouse Capital Pty Ltd | 12,363 | $4.38M | 3.50% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12,365 | $4.38M | 2.12% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 6,198 | $4.39M | 0.40% | +1,064+20.7% | Added |
| Strategic Planning Group, LLC | 12,438 | $4.40M | 1.46% | +12,438 | New |
| TCG Advisory Services, LLC | 12,447 | $4.41M | 0.31% | +708+6.0% | Added |
| Aspen Grove Capital, LLC | 12,562 | $4.41M | 1.34% | −2,923−18.9% | Reduced |
| Laurel Wealth Advisors LLC | 12,470 | $4.41M | 0.84% | −404−3.1% | Reduced |
| Fort Sheridan Advisors LLC | 12,472 | $4.41M | 0.88% | +521+4.4% | Added |
| TrinityPoint Wealth, LLC | 12,486 | $4.42M | 0.80% | −422−3.3% | Reduced |
| Olstein Capital Management, L.P. | 12,500 | $4.42M | 0.75% | −3,000−19.4% | Reduced |
| Soltis Investment Advisors LLC | 12,536 | $4.44M | 0.50% | +1,399+12.6% | Added |
| Scott & Selber, Inc. | 12,555 | $4.44M | 1.67% | −173−1.4% | Reduced |