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Meta Platforms, Inc.

META Communication Services
$601.52 $-3.54 (-0.59%)
Market Cap: $1.53 T
Gurus Holding
42
Popularity Rank
#3
% of Shares Held
1.30%
Net Activity (Q1 2026)
+$1.61 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 Q1 2026, a total of 42 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $19.78 B.

Top institutional holders include Ken Fisher and First Eagle Investment.

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 $1.61 B net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, David Tepper reduced exposure by 27.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$2.07 B
Total Buy Value
New Buys 5
Additions 19
-$465.26 M
Total Sell Value
Reductions 15
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
15
Net Buyers
24

FAQs for Meta Platforms, Inc. (META)

Major holders include Ken Fisher ($3.82 B), First Eagle Investment ($1.83 B), Chase Coleman ($1.77 B). According to the latest reported data, 42 tracked investment managers collectively hold approximately 32.89 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.61 B, with 24 managers increasing positions and 15 managers reducing holdings.

During the most recent reporting period, 15 managers trimmed their positions, while 0 fully exited META. The total reported sell value was $465.26 M.

Yes, 5 managers opened new positions in META, and 19 increased their existing holdings. The total reported buy value was $2.07 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.30% Add 1.1% 6,685,482 $3.82 B Q1 2026
2.42% Add 1.4% 3,193,098 $1.83 B Q1 2026
7.73% Add 12.2% 3,086,864 $1.77 B Q1 2026
4.50% Add 5.7% 3,073,041 $1.76 B Q1 2026
11.10% Reduce -0.5% 2,660,861 $1.52 B Q1 2026
0.48% Reduce -10.4% 1,872,086 $1.04 B Q1 2026
4.52% Reduce -1.9% 1,719,156 $983.59 M Q1 2026
5.89% Reduce -3.1% 1,321,375 $756 M Q1 2026
2.87% Add 1.9% 1,279,121 $731.82 M Q1 2026
1.70% New Buy 1,062,575 $607.93 M Q1 2026
9.17% Reduce -12.6% 915,674 $523.88 M Q1 2026
0.67% Add 1272.2% 908,254 $519.64 M Q1 2026
5.45% Reduce -3.1% 680,613 $389.4 M Q1 2026
4.21% Reduce -27.3% 436,500 $249.73 M Q1 2026
2.96% Add 28.5% 367,335 $210.16 M Q1 2026
4.01% 325,155 $186.03 M Q1 2026
1.90% Add 2.6% 324,625 $185.73 M Q1 2026
6.45% Reduce -1.8% 307,821 $176.11 M Q1 2026
0.74% Add 30.4% 291,665 $166.87 M Q1 2026
0.23% New Buy 253,373 $144.96 M Q1 2026
Date
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Transaction
Value
Shares
Position / Chg
SEC Form