Meta Platforms, Inc.
MX ˙ BMV ˙ US30303M1027
SecurityMX:META / Meta Platforms, Inc.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership26,024 shares
Latest Disclosed Value $ 14,930,274
SRS Capital Advisors, Inc. reports 12.63% decrease in ownership of META / Meta Platforms, Inc.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 26,024 shares of Meta Platforms, Inc. (MX:META) valued at $14,930,274 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 29,787 shares of Meta Platforms, Inc.. This represents a change in shares of -12.63% 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)
2026-05-13 2026-03-31 13F META PLATFORMS CL A 30303M102 26,024 -3,763 -12.63 14,930 -24.07 0.4215
2026-02-13 2025-12-31 13F META PLATFORMS CL A 30303M102 29,787 -4,906 -14.14 19,662 -22.82 0.5724
2025-11-14 2025-09-30 13F META PLATFORMS CL A 30303M102 34,693 16,757 93.43 25,477 92.45 0.3657
2025-08-12 2025-06-30 13F META PLATFORMS CL A 30303M102 17,936 9,348 108.85 13,238 167.49 0.6084
2025-05-15 2025-03-31 13F META PLATFORMS CL A 30303M102 8,588 673 8.50 4,950 6.80 0.3175
2025-02-05 2024-12-31 13F META PLATFORMS CL A 30303M102 7,915 2,121 36.61 4,635 39.70 0.2917
2024-11-06 2024-09-30 13F META PLATFORMS CL A 30303M102 5,794 192 3.43 3,317 17.42 0.2962
2024-08-06 2024-06-30 13F META PLATFORMS CL A 30303M102 5,602 2,019 56.35 2,825 62.36 0.2755
2024-05-14 2024-03-31 13F META PLATFORMS CL A 30303M102 3,583 38 1.07 1,740 38.76 0.1835
2024-02-06 2023-12-31 13F META PLATFORMS CL A 30303M102 3,545 532 17.66 1,255 38.72 0.1398
2023-11-14 2023-09-30 13F META PLATFORMS CL A 30303M102 3,013 32 1.07 905 5.73 0.1127
2023-08-14 2023-06-30 13F META PLATFORMS CL A 30303M102 2,981 -274 -8.42 855 24.09 0.1092
2023-05-16 2023-03-31 13F META PLATFORMS CL A 30303M102 3,255 232 7.67 690 89.81 0.0913
2023-02-24 2022-12-31 13F META PLATFORMS CL A 30303M102 3,023 65 2.20 364 -9.48 0.0503
2022-11-03 2022-09-30 13F META PLATFORMS CL A 30303M102 2,958 -70 -2.31 401 -17.83 0.0633
2022-08-22 2022-06-30 13F META PLATFORMS CL A 30303M102 3,028 189 6.66 488 -22.66 0.0739
2022-05-12 2022-03-31 13F META PLATFORMS CL A 30303M102 2,839 -216 -7.07 631 -38.62 0.0841
2022-02-08 2021-12-31 13F META PLATFORMS CL A 30303M102 3,055 66 2.21 1,028 1.38 0.1304
2021-11-05 2021-09-30 13F FACEBOOK CL A 30303M102 2,989 -676 -18.44 1,014 -20.41 0.1387
2021-08-02 2021-06-30 13F FACEBOOK CL A 30303M102 3,665 -323 -8.10 1,274 16.99 0.1736
2021-02-03 2020-12-31 13F FACEBOOK CL A 30303M102 3,988 16 0.40 1,089 4.71 0.1612
2020-11-12 2020-09-30 13F FACEBOOK CL A 30303M102 3,972 -1,720 -30.22 1,040 -19.50 0.1754
2020-08-06 2020-06-30 13F FACEBOOK CL A 30303M102 5,692 -216 -3.66 1,292 31.17 0.2301
2020-05-13 2020-03-31 13F FACEBOOK CL A 30303M102 5,908 4,738 404.96 985 310.42 0.2270
2020-02-07 2019-12-31 13F FACEBOOK CL A 30303M102 1,170 0 0.00 240 15.38 0.0689
2019-11-01 2019-09-30 13F FACEBOOK CL A 30303M102 1,170 0 0.00 208 -7.96 0.0627
2019-08-08 2019-06-30 13F FACEBOOK CL A 30303M102 1,170 -25 -2.09 226 43.95 0.0752
2019-02-06 2018-12-31 13F FACEBOOK CL A 30303M102 1,195 -116 -8.85 157 -27.31 0.0624
2018-11-05 2018-09-30 13F FACEBOOK CL A 30303M102 1,311 -2,360 -64.29 216 -69.71 0.0870
2018-08-21 2018-06-30 13F FACEBOOK INC CL A CL A 30303M102 3,671 1,546 72.75 713 110.32 0.3130
2018-05-14 2018-03-31 13F FACEBOOK INC CL A CL A 30303M102 2,125 -219 -9.34 339 -17.92 0.1760
2018-02-15 2017-12-31 13F FACEBOOK INC CL A CL A 30303M102 2,344 69 3.03 413 6.44 0.1791
2017-11-15 2017-09-30 13F FACEBOOK INC CL A CL A 30303M102 2,275 -1,001 -30.56 388 -21.62 0.1864
2017-08-14 2017-06-30 13F FACEBOOK INC CL A CL A 30303M102 3,276 408 14.23 495 21.62 0.2367
2017-05-11 2017-03-31 13F FACEBOOK INC CL A CL A 30303M102 2,868 1,083 60.67 407 98.54 0.1958
2017-02-14 2016-12-31 13F FACEBOOK INC CL A CL A 30303M102 1,785 1,785 205 0.1026
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.