META PLATFORMS INC (META)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
258
Reporting holders
$2.3B
Reported value
0.1%
Calls
0.5%
Puts
-4,834
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $203.7M | 280,895 | 1.32% | 15q | -3.9%-$8.2M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $152.3M | 210,063 | 3.48% | 15q | -4.7%-$7.5M |
| Artemis Investment Management LLP | $139.4M | 192,252 | 1.22% | 32q | +329.6%+$107.0M |
| EASTERN BANK | $110.2M | 151,949 | 1.67% | 32q | +5.6%+$5.8M |
| SAPIENT CAPITAL LLC | $88.4M | 121,954 | 1.19% | 12q | -51.9%-$95.4M |
| Venture Visionary Partners LLC | $80.2M | 110,352 | 2.10% | 28q | +5.2%+$4.0M |
| Douglas Lane & Associates, LLC | $72.6M | 100,099 | 0.97% | 32q | -3.3%-$2.5M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $72.3M | 99,735 | 0.86% | 32q | +69.5%+$29.6M |
| MassMutual Private Wealth & Trust, FSB | $71.1M | 98,111 | 1.88% | 32q | -3.0%-$2.2M |
| Quintet Private Bank (Europe) S.A. | $70.2M | 96,774 | 3.08% | 16q | +39.3%+$19.8M |
| Farther Finance Advisors, LLC | $63.3M | 87,330 | 0.45% | 16q | +13.9%+$7.7M |
| Gradient Investments LLC | $62.5M | 86,137 | 0.89% | 32q | -41.4%-$44.0M |
| PARK NATIONAL CORP /OH/ | $61.6M | 84,939 | 1.67% | 32q | -8.6%-$5.8M |
| ARGENT CAPITAL MANAGEMENT LLC | $56.3M | 77,675 | 1.80% | 7q | -5.5%-$3.3M |
| AVITY INVESTMENT MANAGEMENT INC. | $52.6M | 72,549 | 3.30% | 32q | -16.6%-$10.4M |
| Wedmont Private Capital | $47.3M | 65,596 | 1.13% | 20q | +44.5%+$14.6M |
| GAMMA Investing LLC | $46.0M | 63,449 | 1.56% | 12q | +13.3%+$5.4M |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $37.0M | 51,000 | 3.18% | 7q | HELD |
| Draper Asset Management, LLC | $30.6M | 41,536 | 14.02% | 9q | +9.9%+$2.8M |
| Valeo Financial Advisors, LLC | $30.3M | 41,735 | 0.64% | 32q | -9.6%-$3.2M |
| VALLEY WEALTH MANAGERS, INC. | $29.9M | 41,230 | 1.70% | 11q | -0.7%-$202.3K |
| Coastline Trust Co | $28.2M | 38,931 | 2.63% | 15q | -8.4%-$2.6M |
| Overbrook Management Corp | $25.5M | 35,178 | 3.97% | 10q | -13.3%-$3.9M |
| Private Capital Advisors, Inc. | $25.1M | 34,614 | 2.18% | 32q | -1.3%-$321.3K |
| ROCKLAND TRUST CO | $20.8M | 28,720 | 0.80% | 32q | -6.0%-$1.3M |
| Mirador Capital Partners LP | $18.2M | 25,116 | 2.12% | 32q | +1.0%+$187.8K |
| S.E.E.D. Planning Group LLC | $17.5M | 24,200 | 4.30% | 28q | +5.6%+$938.4K |
| Legacy Private Trust Co. | $16.9M | 23,364 | 0.93% | 30q | +7.5%+$1.2M |
| Allen Mooney & Barnes Investment Advisors LLC | $16.5M | 22,729 | 2.45% | 19q | +1.5%+$240.0K |
| Avidian Wealth Enterprises, LLC | $15.8M | 21,786 | 0.44% | 32q | +1.5%+$229.2K |
| CoreCap Advisors, LLC | $15.6M | 21,451 | 0.45% | 19q | +51.0%+$5.3M |
| CENTRAL BANK & TRUST CO | $14.7M | 20,203 | 2.09% | 32q | -1.7%-$257.4K |
| Everhart Financial Group, Inc. | $14.6M | 20,178 | 0.90% | 24q | +5.3%+$730.3K |
| Sound Income Strategies, LLC | $13.7M | 18,948 | 0.61% | 5q | HELD |
| Galvin, Gaustad & Stein, LLC | $12.9M | 17,838 | 0.97% | 24q | -4.2%-$563.5K |
| MOODY NATIONAL BANK TRUST DIVISION | $11.4M | 15,707 | 0.94% | 32q | -13.6%-$1.8M |
| YHB Investment Advisors, Inc. | $10.7M | 14,745 | 0.67% | 32q | +1.2%+$129.1K |
| Brown Shipley& Co Ltd | $10.1M | 13,992 | 4.88% | 15q | +2.7%+$269.0K |
| Kennon-Green & Company, LLC | $9.9M | 13,675 | 7.60% | 16q | -1.4%-$145.8K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $9.7M | 13,332 | 0.64% | 32q | +1.3%+$124.7K |
| Stonebridge Financial Group, LLC | $9.2M | 12,648 | 0.68% | 8q | +1.3%+$116.8K |
| Marquette Asset Management, LLC | $9.1M | 6,614 | 1.19% | 31q | -16.4%-$1.8M |
| CYPRESS ASSET MANAGEMENT INC/TX | $9.0M | 12,468 | 1.79% | 12q | -15.5%-$1.7M |
| Iowa State Bank | $9.0M | 12,361 | 1.51% | 32q | -14.7%-$1.5M |
| TILIA FIDUCIARY PARTNERS, INC. | $8.9M | 12,244 | 2.05% | 20q | +329.3%+$6.8M |
| Cooper Financial Group | $8.7M | 12,009 | 0.69% | 32q | -17.2%-$1.8M |
| TITLEIST ASSET MANAGEMENT, LLC | $8.4M | 11,609 | 0.54% | 15q | +5.2%+$415.6K |
| STABLEFORD CAPITAL II LLC | $8.0M | 11,039 | 2.78% | 14q | HELD |
| MFA WEALTH ADVISORS, LLC | $8.0M | 11,034 | 1.36% | 10q | -0.7%-$53.7K |
| Wealth Enhancement Trust Services, Inc. | $7.7M | 10,576 | 0.82% | 4q | -45.7%-$6.4M |
| CenterStar Asset Management, LLC | $7.7M | 2,358 | 1.80% | 3q | -73.5%-$21.2M |
| Apella Capital, LLC | $7.6M | 9,905 | 0.10% | 14q | +52.8%+$2.6M |
| Grove Bank & Trust | $7.5M | 10,308 | 0.74% | 32q | -7.2%-$582.3K |
| Bell Asset Management Ltd | $7.1M | 9,856 | 2.58% | 7q | -35.6%-$3.9M |
| Oak Grove Capital LLC | $6.9M | 9,583 | 0.31% | 4q | -9.3%-$716.5K |
| DOLIVER ADVISORS, LP | $6.9M | 9,547 | 1.51% | 32q | -4.9%-$355.3K |
| FIRST COMMUNITY TRUST NA | $6.9M | 9,460 | 2.29% | 20q | +8.9%+$558.4K |
| Capital Advisors Wealth Management, LLC | $6.8M | 9,366 | 0.77% | 23q | -18.9%-$1.6M |
| Red Spruce Capital, LLC | $6.8M | 9,323 | 2.39% | 27q | HELD |
| Versant Capital Management, Inc | $6.7M | 9,238 | 0.57% | 32q | +2.0%+$129.1K |
| Castle Rock Wealth Management, LLC | $6.3M | 8,587 | 1.19% | 30q | -3.6%-$235.0K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $6.2M | 8,576 | 1.22% | 24q | +5.5%+$322.7K |
| Applied Capital LLC/FL | $5.9M | 8,181 | 2.36% | 16q | +2.3%+$134.9K |
| DLK Investment Management, LLC | $5.7M | 7,890 | 2.08% | 12q | +308.6%+$4.3M |
| RHODES INVESTMENT ADVISORS INC /ADV | $5.6M | 7,779 | 4.00% | 4q | +1.5%+$82.7K |
| HF Advisory Group, LLC | $5.6M | 7,754 | 1.67% | 16q | +9.5%+$488.8K |
| Whalen Wealth Management Inc. | $5.6M | 7,737 | 2.39% | 12q | -0.9%-$52.2K |
| AMERICAN NATIONAL BANK & TRUST | $5.6M | 7,735 | 0.51% | 28q | +8.0%+$417.7K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $5.4M | 7,446 | 0.19% | 12q | -4.5%-$252.4K |
| Tactive Advisors, LLC | $5.3M | 7,320 | 1.28% | 8q | -1.2%-$63.8K |
| Central Pacific Bank - Trust Division | $5.2M | 7,169 | 0.55% | 11q | +64.7%+$2.0M |
| GoalVest Advisory LLC | $4.7M | 60,671 | 0.81% | 22q | +1355.3%+$4.4M |
| MRA Advisory Group | $4.6M | 6,350 | 1.72% | 14q | +108.3%+$2.4M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $4.5M | 6,241 | 0.39% | 20q | +2.3%+$101.5K |
| Greenfield Savings Bank | $4.5M | 6,170 | 1.69% | 18q | HELD |
| Violich Capital Management, Inc. | $4.2M | 5,845 | 0.46% | 10q | +4.1%+$166.8K |
| Atlas Brown,Inc. | $4.2M | 5,826 | 1.11% | 32q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $4.2M | 5,761 | 3.25% | 14q | -0.9%-$39.2K |
| Ridgewood Investments LLC | $3.9M | 5,384 | 1.44% | 25q | -6.4%-$267.6K |
| Wealth Science Advisors LLC | $3.9M | 5,345 | 1.63% | 3q | -1.1%-$43.5K |
| Boltwood Capital Management | $3.8M | 5,190 | 0.85% | 32q | +1.6%+$58.0K |
| Vann Equity Management LLC | $3.8M | 5,185 | 2.24% | 3q | HELD |
| Shulman DeMeo Asset Management LLC | $3.6M | 4,919 | 0.72% | 20q | -1.7%-$63.1K |
| Integrated Financial Solutions, Inc. | $3.4M | 4,732 | 1.76% | 5q | +1.8%+$59.5K |
| Investment Partners Asset Management, Inc. | $3.4M | 4,682 | 1.83% | 12q | HELD |
| Meadowbrook Wealth Management, LLC | $3.4M | 4,652 | 3.54% | 5q | +196.3%+$2.2M |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $3.3M | 4,560 | 2.37% | 4q | -14.0%-$536.6K |
| Montz Harcus Wealth Management LLC | $3.2M | 4,380 | 1.11% | 20q | -4.2%-$139.2K |
| Bank of New Hampshire | $3.2M | 4,367 | 0.68% | 22q | -2.7%-$87.7K |
| TLWM | $3.1M | 4,211 | 0.49% | 24q | -2.5%-$76.9K |
| TOMPKINS FINANCIAL CORP | $3.0M | 4,195 | 0.21% | 31q | -3.7%-$115.3K |
| Balefire, LLC | $3.0M | 4,164 | 0.47% | 16q | -15.2%-$540.2K |
| PUFF WEALTH MANAGEMENT, LLC | $3.0M | 4,083 | 2.80% | 7q | +0.9%+$25.4K |
| Byrne Asset Management LLC | $2.8M | 3,912 | 1.59% | 20q | +1.2%+$34.8K |
| BURR FINANCIAL SERVICES, LLC | $2.8M | 3,858 | 1.71% | 12q | -76.7%-$9.2M |
| M.E. ALLISON & CO., INC. | $2.7M | 3,672 | 1.49% | 8q | -0.6%-$15.2K |
| Hickory Point Bank & Trust | $2.6M | 3,653 | 1.59% | 8q | -1.9%-$51.5K |
| First Heartland Consultants, Inc. | $2.6M | 3,617 | 0.17% | 32q | -4.0%-$109.5K |
| Breakwater Capital Group | $2.5M | 3,502 | 0.30% | 15q | +8.4%+$195.8K |
| RIVERSEDGE ADVISORS, LLC | $2.5M | 3,483 | 0.31% | 13q | +22.7%+$467.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 4.4% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-21 | Cox Christopher K | Chief Product Officer | Sold | 40,000 | $28.5M ×2 |
| 2026-09-15 | Cox Christopher K | Chief Product Officer | Sold | 20,000 | $13.5M |
| 2026-09-09 | Cox Christopher K | Chief Product Officer | Sold | 20,000 | $13.0M ×2 |
| 2026-05-18 | LI SUSAN J | Chief Financial Officer | Sold | 9,195 | $5.6M ×7 |
| 2026-08-18 | LI SUSAN J | Chief Financial Officer | Sold | 9,196 | $5.1M ×13 |
| 2026-05-18 | Bosworth Andrew | Chief Technology Officer | Sold | 7,847 | $4.8M ×8 |
| 2026-08-18 | Bosworth Andrew | Chief Technology Officer | Sold | 7,848 | $4.4M |
| 2026-09-08 | Olivan Javier | Chief Operating Officer | Sold | 5,354 | $3.3M ×21 |
| 2026-07-06 | Olivan Javier | Chief Operating Officer | Sold | 5,235 | $3.1M ×10 |
| 2026-09-03 | Anderson Aaron | Chief Accounting Officer | Sold | 3,240 | $2.0M |
| 2026-08-15 | LI SUSAN J | Chief Financial Officer | Sold | 2,127 | $1.5M |
| 2026-07-13 | Olivan Javier | Chief Operating Officer | Sold | 2,163 | $1.4M ×5 |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-24 | Zuckerberg Mark | COB and CEO | Sold | 27,474 | $21.4M ×10 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 258 | $2.3B | 3,269,897 | 16 | 100 | 108 | 0.6% |
| Q2 2026 | 5,092 | $1.2T | 1,840,336,038 | 180 | 2,327 | 1,752 | 11.1% |
| Q1 2026 | 5,079 | $1.1T | 1,685,149,001 | 175 | 2,324 | 1,799 | 10.9% |
| Q4 2025 | 5,169 | $1.3T | 1,769,550,565 | 167 | 2,358 | 1,568 | 9.6% |
| Q3 2025 | 4,926 | $1.4T | 1,696,708,963 | 192 | 2,238 | 1,517 | 8.5% |
| Q2 2025 | 4,866 | $1.4T | 1,688,619,720 | 297 | 2,251 | 1,541 | 8.7% |
| Q1 2025 | 4,717 | $1.1T | 1,677,198,927 | 223 | 2,117 | 1,615 | 8.8% |
| Q4 2024 | 4,658 | $1.1T | 1,689,238,112 | 176 | 1,879 | 1,360 | 9.0% |
| Q3 2024 | 4,218 | $1.1T | 1,716,157,306 | 185 | 1,788 | 1,400 | 9.1% |
| Q2 2024 | 4,125 | $954.8B | 1,720,179,111 | 214 | 1,862 | 1,302 | 9.2% |
| Q1 2024 | 4,032 | $967.3B | 1,793,225,396 | 334 | 1,493 | 1,555 | 10.1% |
| Q4 2023 | 3,787 | $717.2B | 1,770,416,395 | 203 | 1,430 | 1,273 | 12.7% |
| Q3 2023 | 3,445 | $589.3B | 1,704,009,788 | 205 | 1,365 | 1,168 | 13.1% |
| Q2 2023 | 3,335 | $538.6B | 1,655,862,586 | 322 | 1,017 | 1,413 | 12.0% |
| Q1 2023 | 3,099 | $413.2B | 1,751,419,154 | 470 | 1,008 | 1,217 | 10.4% |
| Q4 2022 | 2,776 | $225.4B | 1,639,367,965 | 159 | 763 | 1,443 | 12.3% |
| Q3 2022 | 2,902 | $253.0B | 1,674,250,953 | 120 | 1,036 | 1,299 | 10.1% |
| Q2 2022 | 3,095 | $304.1B | 1,692,251,636 | 153 | 1,243 | 1,240 | 10.2% |
| Q1 2022 | 3,294 | $424.5B | 1,723,092,102 | 194 | 1,506 | 1,235 | 9.9% |
| Q4 2021 | 3,511 | $682.7B | 1,796,191,501 | 128 | 1,300 | 1,211 | 11.6% |
| Q3 2021 | 3,259 | $736.1B | 1,992,196,341 | 118 | 1,298 | 1,110 | 8.2% |
| Q2 2021 | 3,265 | $770.0B | 2,022,528,580 | 175 | 1,368 | 1,052 | 8.7% |
| Q1 2021 | 3,178 | $601.7B | 1,890,202,340 | 180 | 1,277 | 1,203 | 7.5% |
| Q4 2020 | 3,145 | $572.4B | 1,909,197,398 | 143 | 1,129 | 1,086 | 8.6% |
| Q3 2020 | 2,865 | $531.3B | 1,881,546,006 | 180 | 1,053 | 1,128 | 7.3% |
| Q2 2020 | 2,793 | $454.1B | 1,893,730,454 | 261 | 1,117 | 1,026 | 5.3% |
| Q1 2020 | 2,646 | $332.3B | 1,899,076,552 | 195 | 1,209 | 904 | 4.8% |
| Q4 2019 | 2,681 | $413.2B | 1,898,547,294 | 140 | 914 | 932 | 5.7% |
| Q3 2019 | 2,422 | $354.0B | 1,854,229,131 | 96 | 918 | 935 | 6.8% |
| Q2 2019 | 2,446 | $394.2B | 1,842,637,238 | 170 | 906 | 900 | 9.8% |
| Q1 2019 | 2,381 | $322.2B | 1,793,770,799 | 192 | 912 | 903 | 7.2% |
| Q4 2018 | 2,311 | $258.5B | 1,795,046,087 | 16 | 31 | 54 | 8.9% |