Investigate / reported ownership
META
Meta Platforms Inc-class A
31 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning META?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.9% | 25q | $3.66B | 6,489,255 |
| 2 | First Eagle Investment Management | 3.0% | 39q | $1.81B | 3,217,353 |
| 3 | Chase Coleman | 6.6% | 39q | $1.59B | 2,823,180 |
| 4 | Bill Ackman | 11.1% | 2q | $1.52B | 2,660,861 |
| 5 | Viking Global Investors | 3.0% | 35q | $1.05B | 1,867,619 |
Go beyond ownership.
Substantially all revenue is currently generated from advertising on Facebook and Instagram, so marketers are the paying customers while users engage with the apps.
Question to investigate: Can advertising on the existing apps keep funding long-horizon AI and wearables bets without weakening operating results?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- Chase Coleman · 2026Q2 · filed 2026-08-14 ↗
- Bill Ackman · 2026Q1 · filed 2026-05-15 ↗
- Viking Global Investors · 2026Q2 · filed 2026-08-14 ↗
- Christopher Davis · 2026Q2 · filed 2026-08-11 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Jeffrey Ubben et al · 2026Q2 · filed 2026-08-14 ↗
- Lee Ainslie · 2026Q2 · filed 2026-08-14 ↗
- First Pacific Advisors · 2026Q2 · filed 2026-08-14 ↗
- David Tepper · 2026Q2 · filed 2026-08-14 ↗
- Terry Smith · 2026Q2 · filed 2026-08-14 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
- David Abrams · 2026Q2 · filed 2026-08-13 ↗
- Francois Rochon · 2026Q2 · filed 2026-08-26 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- Sarah Ketterer · 2026Q2 · filed 2026-08-13 ↗
- Pat Dorsey · 2026Q2 · filed 2026-08-14 ↗
- Samantha McLemore · 2026Q2 · filed 2026-08-13 ↗
- Robert Vinall · 2026Q2 · filed 2026-08-14 ↗
- Clifford Sosin · 2026Q2 · filed 2026-08-14 ↗
- Triple Frond Partners · 2026Q2 · filed 2026-08-13 ↗
- Jensen Investment Management · 2026Q2 · filed 2026-08-07 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
- David Rolfe · 2026Q2 · filed 2026-08-14 ↗
- David Katz · 2026Q2 · filed 2026-07-15 ↗
- Robert Olstein · 2026Q1 · filed 2026-04-21 ↗
- Bill Miller · 2026Q2 · filed 2026-08-14 ↗
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- Glenn Greenberg · 2026Q2 · filed 2026-08-14 ↗
A material reported change · Q2 2026
Joel Greenblatt reduced reported META shares by 38.8%.
Holdings as of Jun 30, 2026 · filed Sep 2, 2026. Position at period end: 0.4% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.9% | New position | $4M | Aug 14, 2026 |
| Clifford Sosin | NEW | 4.1% | New position | $77M | Aug 14, 2026 |
| Daniel Loeb | EXIT | 2.5% | -100% | $0 | Aug 14, 2026 |
| David Tepper | ADD | 5.1% | +55% | $380M | Aug 14, 2026 |
| Pat Dorsey | ADD | 7.2% | +24% | $113M | Aug 14, 2026 |
| Terry Smith | TRIM | 4.2% | -27% | $192M | Aug 14, 2026 |
- NEWBill Miller0.9%Δ New position·$4M·filed Aug 14, 2026
- NEWClifford Sosin4.1%Δ New position·$77M·filed Aug 14, 2026
- EXITDaniel Loeb2.5%Δ -100%·$0·filed Aug 14, 2026
- ADDDavid Tepper5.1%Δ +55%·$380M·filed Aug 14, 2026
- ADDPat Dorsey7.2%Δ +24%·$113M·filed Aug 14, 2026
- TRIMTerry Smith4.2%Δ -27%·$192M·filed Aug 14, 2026
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q2 2026
filed Sep 2, 2026
64d lag
+19.5% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 24, 2026
55d lag
+27.1% vs SPY
28 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
+28.2% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
+28.2% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
+28.2% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
+28.2% vs SPY
34 sessions after disclosure
direction supported so far
Keep your next step small.
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Long US 13F disclosures omit shorts and can be amended. CUSIP 30303M102. No current price, valuation or manager motive is inferred.