Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionDonaldson Capital Management, Llc
Latest Disclosed Ownership15,261 shares
Latest Disclosed Value $ 8,731,036
Donaldson Capital Management, Llc reports 10.85% increase in ownership of META / Meta Platforms, Inc.

On April 30, 2026 - Donaldson Capital Management, Llc filed a 13F-HR form disclosing ownership of 15,261 shares of Meta Platforms, Inc. (MX:META) valued at $8,731,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 13,767 shares of Meta Platforms, Inc.. This represents a change in shares of 10.85% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F META PLATFORMS CL A 30303M102 15,261 1,494 10.85 8,731 -3.92 0.2826
2026-01-14 2025-12-31 13F META PLATFORMS CL A 30303M102 13,767 3,996 40.90 9,088 26.65 0.2890
2025-11-04 2025-09-30 13F META PLATFORMS CL A 30303M102 9,771 2,946 43.16 7,176 42.45 0.2272
2025-08-07 2025-06-30 13F META PLATFORMS CL A 30303M102 6,825 674 10.96 5,037 42.13 0.1849
2025-04-15 2025-03-31 13F META PLATFORMS CL A 30303M102 6,151 184 3.08 3,545 1.46 0.1339
2025-02-07 2024-12-31 13F META PLATFORMS CL A 30303M102 5,967 209 3.63 3,494 5.98 0.1333
2024-10-29 2024-09-30 13F META PLATFORMS CL A 30303M102 5,758 372 6.91 3,296 21.40 0.1266
2024-07-31 2024-06-30 13F META PLATFORMS CL A 30303M102 5,386 819 17.93 2,716 22.46 0.1139
2024-04-22 2024-03-31 13F META PLATFORMS CL A 30303M102 4,567 -428 -8.57 2,218 25.40 0.0923
2024-01-30 2023-12-31 13F META PLATFORMS CL A 30303M102 4,995 -1,423 -22.17 1,768 -8.20 0.0792
2023-10-11 2023-09-30 13F META PLATFORMS CL A 30303M102 6,418 -160 -2.43 1,927 2.07 0.0908
2023-07-17 2023-06-30 13F META PLATFORMS CL A 30303M102 6,578 -918 -12.25 1,888 18.83 0.0861
2023-04-13 2023-03-31 13F META PLATFORMS CL A 30303M102 7,496 5,584 292.05 1,589 590.43 0.0751
2023-02-08 2022-12-31 13F META PLATFORMS CL A 30303M102 1,912 -34 -1.75 230 -12.88 0.0112
2022-10-13 2022-09-30 13F META PLATFORMS CL A 30303M102 1,946 -6,393 -76.66 264 -80.37 0.0145
2022-08-11 2022-06-30 13F META PLATFORMS CL A 30303M102 8,339 -339 -3.91 1,345 -30.31 0.0692
2022-05-13 2022-03-31 13F META PLATFORMS CL A 30303M102 8,678 2,969 52.01 1,930 0.52 0.0879
2022-01-21 2021-12-31 13F META PLATFORMS CL A 30303M102 5,709 1,677 41.59 1,920 40.35 0.0844
2021-11-04 2021-09-30 13F FACEBOOK CL A 30303M102 4,032 2,521 166.84 1,368 160.57 0.0690
2021-07-28 2021-06-30 13F FACEBOOK CL A 30303M102 1,511 271 21.85 525 43.84 0.0269
2021-05-05 2021-03-31 13F FACEBOOK CL A 30303M102 1,240 80 6.90 365 15.14 0.0201
2021-01-11 2020-12-31 13F FACEBOOK CL A 30303M102 1,160 -375 -24.43 317 -21.14 0.0188
2020-11-05 2020-09-30 13F/A-1 FACEBOOK CL A 30303M102 1,535 -61 -3.82 402 11.05 0.0272
2020-11-02 2020-09-30 13F FACEBOOK CL A 30303M102 1,535 -61 402 27,181.0787
2020-07-27 2020-06-30 13F FACEBOOK CL A 30303M102 1,596 302 23.34 362 67.59 0.0263
2020-04-16 2020-03-31 13F FACEBOOK CL A 30303M102 1,294 -38 -2.85 216 -20.88 0.0189
2020-01-14 2019-12-31 13F FACEBOOK CL A 30303M102 1,332 -119 -8.20 273 5.81 0.0185
2019-11-04 2019-09-30 13F FACEBOOK CL A 30303M102 1,451 -27 -1.83 258 -9.47 0.0191
2019-08-12 2019-06-30 13F FACEBOOK INC CL A COM 30303M102 1,478 1,478 285 0.0236
2019-04-01 2019-03-31 13F FACEBOOK INC CL A COM 30303M102 0 -1,798 -100.00 0 -100.00
2019-02-08 2018-12-31 13F FACEBOOK INC CL A COM 30303M102 1,798 93 5.45 236 -15.71 0.0241
2018-11-06 2018-09-30 13F FACEBOOK INC CL A COM 30303M102 1,705 -77 -4.32 280 -19.08 0.0244
2018-08-07 2018-06-30 13F FACEBOOK INC CL A COM 30303M102 1,782 175 10.89 346 34.63 0.0337
2018-04-30 2018-03-31 13F FACEBOOK INC CL A COM 30303M102 1,607 -259 -13.88 257 -21.88 0.0253
2018-01-30 2017-12-31 13F/A-1 FACEBOOK INC CL A COM 30303M102 1,866 84 4.71 329 8.22 0.0321
2017-11-08 2017-09-30 13F FACEBOOK INC CL A COM 30303M102 1,782 303 20.49 304 36.32 0.0319
2017-08-03 2017-06-30 13F FACEBOOK INC CL A COM 30303M102 1,479 1,479 223 0.0253
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.