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 21 sales; 5,086 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, Q1 2024
Institutional positions in Meta Platforms, Inc. as of Mar 31, 2024. 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
- 4,018
- +306 vs. Q4 2023
- Shares held
- 1.67B
- −13.0M (−0.8%) vs. Q4 2023
- Total value
- $811.4B
- +$217.5B (+36.6%) vs. Q4 2023
- New holders
- 402
- 1,613 more added
- Sold out
- 96
- 1,651 more reduced
54 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 5,086 | $957.2B |
| Q1 2026 | 5,110 | $950.5B |
| Q4 2025 | 5,172 | $1.11T |
| Q3 2025 | 4,915 | $1.20T |
| Q2 2025 | 4,843 | $1.24T |
| Q1 2025 | 4,703 | $963.1B |
| Q4 2024 | 4,653 | $986.9B |
| Q3 2024 | 4,206 | $952.7B |
| Q2 2024 | 4,106 | $840.4B |
| Q1 2024 | 4,018 | $811.4B |
| Q4 2023 | 3,766 | $595.4B |
| Q3 2023 | 3,431 | $501.9B |
| Q2 2023 | 3,323 | $473.5B |
| Q1 2023 | 3,077 | $343.3B |
| Q4 2022 | 2,761 | $196.7B |
| Q3 2022 | 2,898 | $225.7B |
| Q2 2022 | 3,082 | $273.2B |
| Q1 2022 | 3,284 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Meta Platforms, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| KC Investment Advisors, LLC | 625 | $303.6K | 0.16% | −33−5.0% | Reduced |
| DAGCO, Inc. | 629 | $305.4K | 0.14% | +25+4.1% | Added |
| Strata Wealth Advisors, LLC | 629 | $305.4K | 0.11% | +629 | New |
| Southeast Asset Advisors Inc. | 631 | $306.4K | 0.04% | −10−1.6% | Reduced |
| Financial Consulate, Inc | 632 | $306.9K | 0.09% | +632 | New |
| Silver Coast Investments LLC | 633 | $307.4K | 0.13% | +4+0.6% | Added |
| Roberts Wealth Advisors, LLC | 615 | $307.6K | 0.11% | +615 | New |
| Grey Fox Wealth Advisors, LLC | 634 | $307.7K | 0.12% | +6+1.0% | Added |
| Valley Financial Group, Inc. | 634 | $307.9K | 0.23% | −8−1.2% | Reduced |
| O'Connor Financial Group LLC | 635 | $308.3K | 0.18% | −5−0.8% | Reduced |
| Dynamic Wealth Strategies, LLC | 637 | $309.0K | 0.26% | +33+5.5% | Added |
| Naples Money Management LLC | 637 | $309.3K | 0.31% | −8,599−93.1% | Reduced |
| Lakeshore Financial Planning, Inc. | 638 | $309.8K | 0.16% | +32+5.3% | Added |
| Rain Capital Management, LLC | 639 | $310.3K | 0.21% | −63−9.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 639 | $310.3K | 0.14% | +59+10.2% | Added |
| St. Louis Trust Co | 640 | $310.8K | 0.05% | +640 | New |
| Fusion Family Wealth LLC | 641 | $311.3K | 0.03% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 644 | $312.7K | 0.05% | +644 | New |
| Dimension Capital Management LLC | 645 | $313.4K | 0.06% | +71+12.4% | Added |
| Retirement Group, LLC | 647 | $314.2K | 0.11% | +104+19.2% | Added |
| Northern Capital Management, Inc. | 647 | $314.2K | 0.22% | +21+3.4% | Added |
| Gouws Capital LLC | 650 | $315.6K | 0.24% | −50−7.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 650 | $315.6K | 0.11% | +650 | New |
| Schwallier Wealth Management LLC | 651 | $315.9K | 0.25% | −2−0.3% | Reduced |
| Mason & Associates Inc | 652 | $316.7K | 0.08% | 00.0% | Unchanged |
| First National Bank | 654 | $317.6K | 0.24% | +5+0.8% | Added |
| Strategic Financial Services, Inc, | 655 | $318.1K | 0.02% | 00.0% | Unchanged |
| Montis Financial, LLC | 657 | $319.1K | 0.15% | +67+11.4% | Added |
| Grandfield & Dodd, LLC | 657 | $319.2K | 0.02% | +14+2.2% | Added |
| Eagle Wealth Strategies LLC | 650 | $319.5K | 0.26% | +650 | New |
| Partners in Financial Planning | 658 | $319.5K | 0.07% | −25−3.7% | Reduced |
| Eaton-Cambridge Inc. | 658 | $319.5K | 0.17% | 00.0% | Unchanged |
| Verity & Verity, LLC | 659 | $320.0K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 659 | $320.0K | 0.08% | +604+1,098.2% | Added |
| Golden Road Advisors LLC | 660 | $320.5K | 0.27% | +4+0.6% | Added |
| Dark Forest Capital Management LP | 660 | $320.5K | 0.05% | +29+4.6% | Added |
| Wilson & Boucher Capital Management, LLC | 660 | $320.5K | 0.25% | +10+1.5% | Added |
| Verum Partners LLC | 663 | $321.9K | 0.11% | +36+5.7% | Added |
| McGuire Investment Group, LLC | 665 | $322.9K | 0.05% | −24−3.5% | Reduced |
| Bank Ozk | 667 | $323.9K | 0.14% | −11−1.6% | Reduced |
| Summit Wealth Partners, LLC | 668 | $324.4K | 0.07% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 669 | $324.9K | 0.14% | +669 | New |
| Lowe Wealth Advisors, LLC | 672 | $326.3K | 0.15% | 00.0% | Unchanged |
| Janney Capital Management LLC | 673 | $327.0K | 0.02% | −7−1.0% | Reduced |
| Kaye Capital Management | 674 | $327.1K | 0.14% | +1+0.1% | Added |
| Lynx Capital Group Ltd | 675 | $327.8K | 0.22% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 675 | $327.8K | 0.20% | +675 | New |
| Summit Financial Strategies, Inc. | 676 | $328.4K | 0.05% | +11+1.7% | Added |
| First National Bank & Trust Co of Newtown | 677 | $328.7K | 0.07% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 679 | $329.5K | 0.09% | −9−1.3% | Reduced |
| Stonehearth Capital Management, LLC | 679 | $329.7K | 0.15% | −125−15.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 681 | $330.5K | 0.06% | +18+2.7% | Added |
| Platte River Wealth Advisors, LLC | 681 | $330.7K | 0.09% | −292−30.0% | Reduced |
| Cedar Point Capital Partners, LLC | 681 | $330.7K | 0.25% | +71+11.6% | Added |
| LifePlan Investment Advisors, Inc. | 683 | $331.7K | 0.26% | +49+7.7% | Added |
| Intrepid Capital Management Inc | 683 | $331.7K | 0.21% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 685 | $332.6K | 0.15% | +112+19.5% | Added |
| Paradigm Financial Partners, LLC | 686 | $333.1K | 0.07% | −165−19.4% | Reduced |
| Belfer Management LLC | 689 | $334.7K | 6.04% | +3+0.4% | Added |
| Altus Wealth Group LLC | 690 | $335.1K | 0.17% | −80−10.4% | Reduced |
| Acas, LLC | 690 | $335.1K | 0.32% | +4+0.6% | Added |
| WR Wealth Planners, LLC | 690 | $335.1K | 0.10% | +690 | New |
| Riverwater Partners LLC | 693 | $336.5K | 0.25% | −312−31.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 695 | $337.5K | 0.03% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 695 | $337.5K | 0.03% | −5−0.7% | Reduced |
| KLR Investment Advisors, LLC | 701 | $337.7K | 0.24% | +25+3.7% | Added |
| Willow Creek Wealth Management Inc. | 696 | $338.0K | 0.04% | −5−0.7% | Reduced |
| Altus Wealth Management, LLC | 698 | $338.9K | 0.18% | 00.0% | Unchanged |
| Tompkins Financial Corp | 699 | $339.4K | 0.04% | −527−43.0% | Reduced |
| WestHill Financial Advisors, Inc. | 699 | $339.4K | 0.08% | −1−0.1% | Reduced |
| Prospect Hill Management, LLC | 700 | $339.9K | 0.22% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 700 | $339.9K | 0.14% | +100+16.7% | Added |
| Ferguson Shapiro LLC | 700 | $340.1K | 0.16% | +55+8.5% | Added |
| Wealthquest Corp | 701 | $340.4K | 0.04% | −175−20.0% | Reduced |
| Smart Money Group LLC | 792 | $340.8K | 0.13% | +792 | New |
| Edge Wealth Management LLC | 702 | $340.9K | 0.07% | −28−3.8% | Reduced |
| Legacy Financial Group, Inc. | 702 | $340.9K | 0.13% | +58+9.0% | Added |
| Shufro Rose & Co LLC | 703 | $341.4K | 0.03% | −188−21.1% | Reduced |
| LVM Capital Management Ltd | 705 | $342.0K | 0.04% | 00.0% | Unchanged |
| WorthPointe, LLC | 705 | $342.3K | 0.17% | −2−0.3% | Reduced |
| Addison Advisors LLC | 705 | $342.3K | 0.12% | +35+5.2% | Added |
| Afg Fiduciary Services Limited Partnership | 664 | $343.2K | 0.25% | −42−5.9% | Reduced |
| Greenup Street Wealth Management LLC | 708 | $343.8K | 0.09% | −7,770−91.6% | Reduced |
| Tradewinds, LLC. | 708 | $343.8K | 0.30% | +708 | New |
| Unique Wealth, LLC | 710 | $344.7K | 0.10% | +2+0.3% | Added |
| Oak Thistle LLC | 711 | $345.5K | 0.31% | +711 | New |
| ShoreHaven Wealth Partners, LLC | 711 | $345.6K | 0.19% | −33−4.4% | Reduced |
| Pflug Koory, LLC | 712 | $345.7K | 0.17% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 714 | $346.7K | 0.09% | −405−36.2% | Reduced |
| SAM Advisors, LLC | 714 | $346.7K | 0.13% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 715 | $347.2K | 0.18% | +715 | New |
| FSC Wealth Advisors, LLC | 718 | $348.7K | 0.25% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 718 | $349.0K | 0.15% | +9+1.3% | Added |
| Summit Asset Management, LLC | 719 | $349.1K | 0.07% | +10+1.4% | Added |
| Humankind Investments LLC | 720 | $349.6K | 0.09% | −219−23.3% | Reduced |
| St. Clair Advisors, LLC | 722 | $350.6K | 0.11% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 723 | $351.1K | 0.20% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 723 | $351.2K | 0.22% | +88+13.9% | Added |
| Thrive Capital Management, LLC | 726 | $352.7K | 0.19% | −638−46.8% | Reduced |
| Colton Groome Financial Advisors, LLC | 730 | $354.5K | 0.14% | −14−1.9% | Reduced |