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Meta Platforms, Inc.

META Communication Services
$648.03 +$3.65 (0.57%)
Market Cap: $1.65 T
Gurus Holding
41
Popularity Rank
#4
% of Shares Held
1.43%
Net Activity (Q2 2026)
+$1.95 B

Guru Ownership Trend

Guru Analysis for Meta Platforms, Inc. (META)

Meta Platforms, Inc. (META), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q2 2026, a total of 41 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $23.56 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Notably, Bill Ackman has expressed high conviction in this stock, allocating 11.10% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.95 B net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 698.5%. Conversely, Steven Cohen reduced exposure by 37.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$2.89 B
Total Buy Value
New Buys 2
Additions 21
-$939.12 M
Total Sell Value
Reductions 14
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
17
Net Buyers
23

FAQs for Meta Platforms, Inc. (META)

Major holders include Ken Fisher ($3.83 B), Jeremy Grantham ($1.94 B), First Eagle Investment ($1.81 B). According to the latest reported data, 41 tracked investment managers collectively hold approximately 36.35 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.95 B, with 23 managers increasing positions and 17 managers reducing holdings.

During the most recent reporting period, 14 managers trimmed their positions, while 3 fully exited META. The total reported sell value was $939.12 M.

Yes, 2 managers opened new positions in META, and 21 increased their existing holdings. The total reported buy value was $2.89 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.14% Add 1.6% 6,794,023 $3.83 B Q2 2026
4.37% Add 12.2% 3,446,717 $1.94 B Q2 2026
3.02% Add 0.8% 3,217,353 $1.81 B Q2 2026
6.63% Reduce -8.5% 2,823,180 $1.59 B Q2 2026
11.10% Reduce -0.5% 2,660,861 $1.52 B Q1 2026
0.42% Add 15.8% 2,168,492 $1.21 B Q2 2026
1.57% Add 698.5% 2,023,153 $1.14 B Q2 2026
3.00% Add 75.8% 1,867,619 $1.05 B Q2 2026
3.99% Reduce -4.1% 1,648,172 $928.73 M Q2 2026
4.34% Reduce -20.4% 1,051,876 $592.51 M Q2 2026
2.03% Reduce -24.2% 969,879 $546.32 M Q2 2026
9.15% 915,674 $515.79 M Q2 2026
3.80% New Buy 764,041 $430.38 M Q2 2026
4.73% Reduce -0.1% 679,884 $382.97 M Q2 2026
4.92% Add 54.6% 675,000 $380.22 M Q2 2026
0.35% Reduce -37.5% 567,833 $319.85 M Q2 2026
0.35% Add 109.3% 443,729 $249.95 M Q2 2026
3.66% Add 190.9% 356,841 $201 M Q2 2026
2.52% Reduce -5.0% 348,817 $196.48 M Q2 2026
1.72% Add 2.5% 332,871 $187.5 M Q2 2026
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SEC Form