M&G Plc META — META PLATFORMS INC

Ownership history in M&G Plc  ·  8 quarters on record

AI Ownership Summary

M&G Plc reported META PLATFORMS INC (META) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.87% in 2025 Q2. The latest visible filing shows META at 2.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in META PLATFORMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

META was reported at 2.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.87% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

META stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.0% -13.2% ✅ 877,138 -55,734 -6.0% 2.97% $578.9M 2026-02-14 (Est.) $639.22
2025 Q3 REDUCED — — — 932,872 -19,847 -2.1% 3.64% $684.7M 2025-11-07 $620.67
2025 Q2 ADDED — — — 952,719 +21,839 +2.3% 3.87% $703.1M 2025-08-08 $767.50
2025 Q1 ADDED — — — 930,880 +221,633 +31.2% 2.57% $536.2M 2025-05-13 $653.99
2024 Q4 REDUCED — — — 709,247 -12,092 -1.7% 2.57% $415.6M 2025-02-11 $716.92
2024 Q3 ADDED — — — 721,339 +91,773 +14.6% 1.49% $412.6M 2024-10-31 $564.86
2024 Q2 ADDED — — — 629,566 +125,692 +24.9% 1.25% $317.3M 2024-07-16 $486.98
2024 Q1 INITIATED — — — 503,874 — — 0.92% $244.9M 2024-05-10 $472.99

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

AG Asset Advisory, LLC 40.88% Concentrum Wealth Management 3Y 7Y 19.78% Rubicon Global Capital Ltd 16.66% TB Alternative Assets Ltd. 3Y 7Y 16.05% QVR LLC 3Y 11.71% Draper Asset Management, LLC 3Y 11.24% HOEY INVESTMENTS, INC 3Y 10.54% Unison Asset Management LLC 3Y 10.04% HAMILTON CAPITAL PARTNERS, LLC 9.8% Div Capital Phoenix Assets Ltd 9.76%

FAQ About M&G Plc and META

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning META?

M&G Plc reported META across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported META position in M&G Plc's portfolio?

The largest reported portfolio weight for META was 3.87% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when M&G Plc reported 877,138 shares, equal to 2.97% of portfolio, with an estimated market value of $578.9M.

What does the chart on this META ownership page compare?

The chart compares M&G Plc's quarterly META portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their META position?

Based on 13F filing dates vs. subsequent META price moves, M&G Plc correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on META relative to SPY over the holding period was +0.6%.

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