META · Company research
Meta Platforms, Inc. (META): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66 | 47862000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3190 | 2313324 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2618 | 1898521 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| CBIZ Investment Advisory Services, LLC | 1795934 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 33294 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Forza Wealth Management, LLC | 1963030 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 362 | 203917 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| MAVERICK CAPITAL LTD | 934639 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 764041 | 430376655 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFFITT & GOODSON INC | 1123812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2007 | 1130524 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| DIXON FNANCIAL SERVICES, INC. | 1909993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 531 | 299352 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28992 | 16330904 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2770 | 1560635 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HighMark Wealth Management LLC | 1802451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149 | 83795 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1034642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30430 | 17141083 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 716 | 403495 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3808010 | 2145013806 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 608286 | 342641448 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Roxbury Financial LLC | 2054149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 628 | 353769 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Sovereign Investment Advisors, LLC | 1908165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 879 | 495132 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealth Watch Advisors, INC | 2040515 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1005 | 566106 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57689 | 32495642 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hurlow Wealth Management Group, Inc. | 1747749 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1039 | 585258 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70989 | 39987 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1219 | 686651 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Washington Trust Bank | 861787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24683 | 13903687 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Global Wealth Strategies & Associates | 1912297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 670 | 377407 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Lutz Financial Services LLC | 1737112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 918 | 517100 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sage Mountain Advisors LLC | 1832274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6033 | 3398047 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| L & S Advisors Inc | 1392364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21166 | 11922736 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1063 | 598777 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Forum Private Client Group LLC | 1910636 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 431 | 242527 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| George Kaiser Family Foundation | 1265376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3653 | 2057698 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750789 | 422911936 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Armbruster Capital Management, Inc. | 1664847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 602 | 339153 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Marathon Trading Investment Management LLC | 1572748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121114 | 68222305 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capco Asset Management, LLC | 1698068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 602 | 339101 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GENTRY PRIVATE WEALTH, LLC | 2022634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1419 | 799309 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4291 | 2416822 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1513748 | 852679111 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BURKE & HERBERT BANK & TRUST CO | 1101250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3228 | 1818300 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Oxbow Advisors, LLC | 1564770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 396 | 223063 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Cadent Capital Advisors, LLC | 1803536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 413 | 232571 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Pinnacle West Asset Management, Inc. | 1975730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5286 | 2978 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tailwinds Wealth, LLC | 2109222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1754 | 987885 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1760 | 991492 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Rachor Investment Advisory Services, LLC | 2008792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 2817 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WULFF, HANSEN & CO. | 108634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 868 | 488936 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Capital Advantage, Inc. | 1628896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2550 | 1436457 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Red Door Wealth Management, LLC | 1783599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26606 | 14986621 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109626 | 61751230 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Partners Value Investments L.P. | 1162777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11619 | 6544867 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JIA INVESTMENT ALLIANCE PTE. LTD. | 1966595 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51000 | 28727790 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BRADY FAMILY WEALTH, LLC | 1971456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7745 | 4362696 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1907327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2742 | 1544476 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CONDOR CAPITAL MANAGEMENT | 1082491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29909 | 16847547 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FOSTER & MOTLEY INC | 1163902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26025 | 14660 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LYNCH & ASSOCIATES/IN | 1108965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3871 | 2180496 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1860132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 609 | 343299 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 594 | 334410 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Main Street Financial Solutions, LLC | 1763350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6717 | 3783236 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Harvest Portfolios Group Inc. | 1923739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248291 | 139859837 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1038219 | 583942303 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Voya Financial Advisors, Inc. | 1424367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7606 | 4278967 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Fidelity National Financial, Inc. | 1331875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36500 | 20560085 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RHS Financial, LLC | 1766514 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 404 | 227569 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BOS Asset Management, LLC | 1965814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2632 | 1482593 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DECISION INVESTMENTS, INC | 2111652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 633 | 356563 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cornerstone Advisors, LLC | 1775446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110643 | 62324095 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 915410 | 515641299 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1387 | 781283 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Kohmann Bosshard Financial Services, LLC | 1696615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2380 | 1340630 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Alaska Wealth Advisors, LLC | 1731601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 504 | 283898 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aspiring Ventures, LLC | 1738640 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1518 | 854857 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211030 | 118871261 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11732744 | 6608937368 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orgel Wealth Management, LLC | 1658535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 960 | 540759 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1550408 | 883779 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Alpine Global Management, LLC | 1581655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2583 | 1454978 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cohen Investment Advisors LLC | 1845081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10484 | 5905532 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TKG Advisors, LLC | 1843275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 715 | 402889 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CONQUIS FINANCIAL LLC | 2052436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77 | 43373 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| COATUE MANAGEMENT LLC | 1135730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1821843 | 1026225943 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.