DAVIS SELECTED ADVISERS — META PLATFORMS INC META: Quarterly 13F Position History
DAVIS SELECTED ADVISERS has reported META PLATFORMS INC (META) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 1,719,156 shares ($983.6M market value, 4.52% of the equity book). Quarter-over-quarter share count change: 33,818 (-1.9%) .
- 1,719,156Shares Held (Latest Filing)
- $983.6MReported Market Value (Latest Filing)
- 4.52%Portfolio Weight (% of 13F Equity Book)
- 33,818Quarter-over-Quarter Share Change
- -$173.5MQuarter-over-Quarter Value Change
- 6,538,326Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,719,156 | 33,818 | -1.9% | $983.6M | 4.52% | $572.14 |
| Q4 2025 | 1,752,974 | +37,460 | +2.2% | $1.16B | 5.20% | $660.10 |
| Q3 2025 | 1,715,514 | 392,300 | -18.6% | $1.26B | 6.58% | $734.38 |
| Q2 2025 | 2,107,814 | 102,436 | -4.6% | $1.56B | 8.32% | $738.09 |
| Q1 2025 | 2,210,250 | 282,347 | -11.3% | $1.27B | 7.34% | $576.36 |
| Q4 2024 | 2,492,597 | 222,289 | -8.2% | $1.46B | 8.48% | $585.51 |
| Q3 2024 | 2,714,886 | 344,631 | -11.3% | $1.55B | 8.72% | $572.44 |
| Q2 2024 | 3,059,517 | 19,347 | -0.6% | $1.54B | 8.96% | $504.22 |
| Q1 2024 | 3,078,864 | 878,788 | -22.2% | $1.50B | 8.38% | $485.58 |
| Q4 2023 | 3,957,652 | 931,254 | -19.0% | $1.40B | 7.92% | $353.96 |
| Q3 2023 | 4,888,906 | 826,411 | -14.5% | $1.47B | 9.20% | $300.21 |
| Q2 2023 | 5,715,317 | 552,059 | -8.8% | $1.64B | 9.99% | $286.98 |
| Q1 2023 | 6,267,376 | 270,950 | -4.1% | $1.33B | 8.78% | $211.94 |
| Q4 2022 | 6,538,326 | +2,284,011 | +53.7% | $786.8M | 5.35% | $120.34 |
| Q3 2022 | 4,254,315 | +949,362 | +28.7% | $577.2M | 4.10% | $135.68 |
| Q2 2022 | 3,304,953 | 47,307 | -1.4% | $532.9M | 3.42% | $161.25 |
| Q1 2022 | 3,352,260 | +696,057 | +26.2% | $745.4M | 3.77% | $222.36 |
| Q4 2021 | 2,656,203 | 31,471 | -1.2% | $893.4M | 4.15% | $336.35 |
| Q3 2021 | 2,687,674 | 501,467 | -15.7% | $912.2M | 4.22% | $339.39 |
| Q2 2021 | 3,189,141 | +12,432 | +0.4% | $1.11B | 4.56% | $347.71 |
| Q1 2021 | 3,176,709 | 110,828 | -3.4% | $935.6M | 4.09% | $294.53 |
| Q4 2020 | 3,287,537 | 418,626 | -11.3% | $898.0M | 4.32% | $273.16 |
| Q3 2020 | 3,706,163 | 467,415 | -11.2% | $970.6M | 5.40% | $261.90 |
| Q2 2020 | 4,173,578 | 14,676 | -0.4% | $947.7M | 5.48% | $227.07 |
| Q1 2020 | 4,188,254 | 135,769 | -3.1% | $698.6M | 4.73% | $166.80 |
| Q4 2019 | 4,324,023 | 142,625 | -3.2% | $887.5M | 4.24% | $205.25 |
| Q3 2019 | 4,466,648 | 191,068 | -4.1% | $795.4M | 4.00% | $178.08 |
| Q2 2019 | 4,657,716 | 655,249 | -12.3% | $898.9M | 4.45% | $193.00 |
| Q1 2019 | 5,312,965 | +45,432 | +0.9% | $885.6M | 4.36% | $166.69 |
| Q4 2018 | 5,267,533 | +289,382 | +5.8% | $691.3M | 3.86% | $131.23 |
| Q3 2018 | 4,978,151 | 86,207 | -1.7% | $818.7M | 3.52% | $164.46 |
| Q2 2018 | 5,064,358 | +1,173,309 | +30.2% | $984.1M | 4.19% | $194.32 |
| Q1 2018 | 3,891,049 | +494,801 | +14.6% | $621.8M | 2.69% | $159.79 |
| Q4 2017 | 3,396,248 | +13,636 | +0.4% | $599.3M | 2.55% | $176.46 |
| Q3 2017 | 3,382,612 | 131,292 | -3.7% | $577.5M | 2.46% | $170.73 |
| Q2 2017 | 3,513,904 | 155,225 | -4.2% | $530.5M | 2.32% | $150.98 |
| Q1 2017 | 3,669,129 | +349,888 | +10.5% | $521.2M | 2.25% | $142.05 |
| Q4 2016 | 3,319,241 | +898,990 | +37.1% | $381.9M | 1.67% | $115.05 |
| Q3 2016 | 2,420,251 | 178,998 | -6.9% | $310.4M | 1.35% | $128.27 |
| Q2 2016 | 2,599,249 | +71,084 | +2.8% | $297.0M | 1.31% | $114.28 |
| Q1 2016 | 2,528,165 | — | — | $288.5M | 1.28% | $114.10 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did DAVIS SELECTED ADVISERS first disclose a META position in 13F-HR filings?
DAVIS SELECTED ADVISERS first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was DAVIS SELECTED ADVISERS's most recent quarter-over-quarter share-count change in META?
Between Q4 2025 and Q1 2026, DAVIS SELECTED ADVISERS reduced its META position by 33,818 shares (-1.9%), leaving 1,719,156 shares at a market value of $983.6M.
Does the implied price-per-share represent DAVIS SELECTED ADVISERS's cost basis in META?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.