Jeremy Grantham's META Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.27 M shares of Meta Platforms, Inc. (META) worth $1.67 B, representing 4.71% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in META, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2022, adding 1.07 M shares. Largest reduction occurred in Q3 2023, reducing 563,998 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Meta Platforms (META) Holding Value Over Time
Track share changes against reported price movement
Quarterly Meta Platforms (META) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +109,700 | New Buy | 109,700 | $54.66 |
| Q1 2014 | -99,200 | Reduce 90.43% | 10,500 | $60.29 |
| Q2 2014 | -10,500 | Sold Out | 10,500 | $0.00 |
| Q1 2018 | +752,487 | New Buy | 752,487 | $159.79 |
| Q2 2018 | -45,004 | Reduce 5.98% | 707,483 | $194.32 |
| Q3 2018 | +241,861 | Add 34.19% | 949,344 | $164.46 |
| Q4 2018 | +46,559 | Add 4.90% | 995,903 | $131.09 |
| Q1 2019 | +231,257 | Add 23.22% | 1.23 M | $166.69 |
| Q2 2019 | -13,209 | Reduce 1.08% | 1.21 M | $193.00 |
| Q3 2019 | +29,175 | Add 2.40% | 1.24 M | $178.08 |
| Q4 2019 | -9,253 | Reduce 0.74% | 1.23 M | $205.25 |
| Q1 2020 | +73,997 | Add 6.00% | 1.31 M | $166.80 |
| Q2 2020 | +5,481 | Add 0.42% | 1.31 M | $227.07 |
| Q3 2020 | -53,015 | Reduce 4.04% | 1.26 M | $261.90 |
| Q4 2020 | -81,840 | Reduce 6.49% | 1.18 M | $273.16 |
| Q1 2021 | +86,648 | Add 7.35% | 1.27 M | $294.53 |
| Q2 2021 | +73,505 | Add 5.81% | 1.34 M | $347.71 |
| Q3 2021 | +910 | Add 0.07% | 1.34 M | $339.39 |
| Q4 2021 | -143,110 | Reduce 10.68% | 1.2 M | $336.35 |
| Q1 2022 | +107,674 | Add 9.00% | 1.3 M | $222.36 |
| Q2 2022 | +310,323 | Add 23.80% | 1.61 M | $161.25 |
| Q3 2022 | +189,631 | Add 11.75% | 1.8 M | $135.68 |
| Q4 2022 | +1.07 M | Add 59.44% | 2.88 M | $120.34 |
| Q1 2023 | -130,504 | Reduce 4.54% | 2.75 M | $211.94 |
| Q2 2023 | -291,152 | Reduce 10.60% | 2.45 M | $286.98 |
| Q3 2023 | -563,998 | Reduce 22.98% | 1.89 M | $300.21 |
| Q4 2023 | -19,079 | Reduce 1.01% | 1.87 M | $353.96 |
| Q1 2024 | +178,012 | Add 9.51% | 2.05 M | $485.58 |
| Q2 2024 | +157,255 | Add 7.67% | 2.21 M | $504.22 |
| Q3 2024 | +140,046 | Add 6.35% | 2.35 M | $572.44 |
| Q4 2024 | -124,809 | Reduce 5.32% | 2.22 M | $585.51 |
| Q1 2025 | -156,805 | Reduce 7.06% | 2.07 M | $576.36 |
| Q2 2025 | +160,575 | Add 7.77% | 2.23 M | $738.09 |
| Q3 2025 | +46,880 | Add 2.11% | 2.27 M | $734.38 |
Jeremy Grantham's Meta Platforms Investment FAQs
Jeremy Grantham first purchased Meta Platforms, Inc. (META) in Q4 2013, acquiring 109,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Meta Platforms, Inc. (META) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Meta Platforms, Inc. (META) was in Q4 2022, adding 2,876,486 shares worth $346.16 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,272,907 shares of Meta Platforms, Inc. (META), valued at approximately $1.67 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Meta Platforms, Inc. (META) represents approximately 4.71% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Meta Platforms, Inc. (META) was 2,876,486 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.