Follow-The-Filings

Security · featured owners

META Meta Platforms Inc.

Communication Services CL A Equity as of 2026 Q2 among managers we track

  • 53 Owners
  • #4
  • Max 20.5%
  • Master 1.52%
  • $26B
  • 8 new 19 add 21 reduce 3 exits

Who owns this now

Largest portfolio weights among featured holders · max 20.5% (Robert Vinall - Rv Capital AG) · not free-float ownership

  1. Robert Vinall reduce 20.5%
  2. Bill Ackman new 9.3%
  3. Valueact Capital 9.2%
  4. David Rolfe add 8.9%
  5. Brad Gerstner reduce 7.8%
  6. Pat Dorsey add 7.2%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 6.1% Add +2.4% 10,823,070 $6.1B history
Dodge & Cox 2026 Q2 1.9% Add +29.4% 6,489,255 $3.7B history
First Eagle Investment Management 2026 Q2 3.0% Add +0.8% 3,217,353 $1.8B history
Bill Ackman - Pershing Square 2026 Q2 9.3% New 9.3% 3,196,062 $1.8B history
Chase Coleman - Tiger Global Management 2026 Q2 6.6% Reduce −8.5% 2,823,180 $1.6B history
Philippe Laffont - Coatue Management 2026 Q2 2.9% Reduce −10.2% 2,526,048 $1.4B history
Andreas Halvorsen - Viking Global Investors 2026 Q2 3.0% Add +75.8% 1,867,619 $1.1B history
Christopher Davis - Davis Selected Advisers 2026 Q2 4.0% Reduce −4.1% 1,648,172 $929M history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 1.7% Add +4.8% 1,466,943 $826M history
Brad Gerstner - Altimeter Capital Management 2026 Q2 7.8% Reduce −30.6% 1,354,990 $763M history
Terry Smith - Fundsmith 2026 Q2 4.3% Reduce −20.4% 1,051,876 $593M history
Valueact Capital - Valueact Holdings 2026 Q2 9.2% Hold 915,674 $516M history
Lee Ainslie - Maverick Capital 2026 Q2 3.8% New 3.8% 764,041 $430M history
First Pacific Advisors 2026 Q2 4.7% Reduce −0.1% 679,884 $383M history
David Tepper - Appaloosa 2026 Q2 4.9% Add +54.6% 675,000 $380M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.92% New 0.92% 566,500 $319M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 2.1% Reduce −11.0% 455,982 $257M history
Gavin Baker - Atreides Management 2026 Q2 1.6% New 1.6% 402,770 $227M history
Grant Wonders - Voyager Global Management 2026 Q2 6.1% Add +75.6% 395,000 $222M history
Glenview Capital Management 2026 Q2 3.7% Add +190.9% 356,841 $201M history
Mairs & Power 2026 Q2 1.7% Add +2.5% 332,871 $188M history
Polen Capital Management 2026 Q2 1.6% Reduce −30.9% 329,573 $186M history
David Abrams - Abrams Capital Management 2026 Q2 3.3% Hold 325,155 $183M history
Francois Rochon - Giverny Capital 2026 Q2 5.7% Reduce −1.6% 302,888 $171M history
Chris James - Meritage Group 2026 Q2 6.2% New 6.2% 286,391 $161M history
Corvex Management 2026 Q2 4.8% Add +11566.7% 280,000 $158M history
Cathie Wood - Ark Investment Management 2026 Q2 0.87% Add +55.2% 238,973 $135M history
Thomas Gayner - Markel Group 2026 Q2 1.0% Reduce −5.7% 234,163 $132M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.20% Reduce −9.1% 233,313 $131M history
Sarah Ketterer - Causeway Capital Management 2026 Q2 1.2% Add +39.1% 201,459 $113M history
Pat Dorsey - Dorsey Asset Management 2026 Q2 7.2% Add +23.6% 199,901 $113M history
Samantha Mclemore - Patient Capital Management 2026 Q2 3.2% Reduce −0.2% 170,790 $96M history
Ruane, Cunniff & Goldfarb 2026 Q2 1.4% Reduce −23.3% 154,291 $87M history
Robert Vinall - Rv Capital AG 2026 Q2 20.5% Reduce −4.5% 138,997 $78M history
Clifford Sosin - Cas Investment Partners 2026 Q2 4.1% New 4.1% 136,246 $77M history
Ning Jin - Avantyr Capital Partners 2026 Q2 2.8% Reduce −31.7% 133,338 $75M history
Davidson Kempner Capital Management 2026 Q2 0.82% Add +16.0% 123,000 $69M history
Triple Frond Partners 2026 Q2 5.9% Hold 117,628 $66M history
Jensen Investment Management 2026 Q2 1.5% Reduce −67.9% 109,456 $62M history
Wallace Weitz - Weitz Investment Management 2026 Q2 4.0% Reduce −2.6% 102,960 $58M history
Senator Investment Group 2026 Q2 1.9% Add +9.6% 91,574 $52M history
David Rolfe - Wedgewood Partners 2026 Q2 8.9% Add +16.2% 76,471 $43M history
David Katz - Matrix Asset Advisors 2026 Q2 1.7% Add +14.3% 37,665 $21M history
George Soros - Soros Fund Management 2026 Q2 0.15% Reduce −37.1% 21,776 $12M history
Ram Parameswaran - Octahedron Capital Management 2026 Q2 4.7% Reduce −20.5% 16,300 $9M history
Bill Miller - Miller Value Partners 2026 Q2 0.85% New 0.85% 6,412 $4M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.70% Reduce −2.3% 5,918 $3M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% Add +4.3% 4,655 $3M history
Nehal Chopra - Ratan Capital Management 2026 Q2 0.18% Reduce −98.2% 1,000 $563K history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Add +69.7% 964 $543K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.24% Hold 877 $494K history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 <0.01% Hold 373 $210K history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 <0.01% New <0.01% 124 $70K history
Marc Stad - Dragoneer Investment Group exited 2026 Q2 last 2026 Q1 13.6% Exit −13.58 pp 712,800 $408M history
Dan Loeb - Third Point exited 2026 Q2 last 2026 Q1 2.5% Exit −2.47 pp 90,000 $51M history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 3.4% Exit −3.38 pp 35,360 $20M history

53 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 2 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Aug 18, 2026 · 3 forms Filing Doc
4 Period Aug 15, 2026 · 12 forms Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Jul 31, 2026 · 2 forms Filing Doc
4 Period Jul 27, 2026 Filing Doc
4 Period Jul 20, 2026 Filing Doc
4 Period Jul 13, 2026 Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc

Updated 17 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $134.9B $164.5B $200.97B
Gross profit * $108.94B $134.34B $164.79B
Gross margin * 80.8% 81.7% 82.0%
Net income $39.1B $62.36B $60.46B
Net margin * 29.0% 37.9% 30.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $85.36B $100.04B $108.72B
Total non-current assets * $144.26B $176.01B $257.3B
Total assets $229.62B $276.05B $366.02B
Total current liabilities $31.96B $33.6B $41.84B
Total non-current liabilities * $44.5B $59.82B $106.94B
Total equity $153.17B $182.64B $217.24B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $71.11B $91.33B $115.8B
Cash from investing -$24.5B -$47.15B -$102B
Cash from financing -$19.5B -$40.78B -$20.37B
Net change in cash $27.23B $2.61B -$6.34B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders