DAVIS SELECTED ADVISERS: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q1 2026, DAVIS SELECTED ADVISERS reported 1,719,156 shares of META PLATFORMS INC (META), worth $983.6M and representing 4.5% of its 13F equity book. Quarter-over-quarter share count change: 33,818 (-1.9%) . The position first appeared in Q1 2016 and has been disclosed across 41 13F-HR filings in Pactolio's tracked window.
- 1,719,156Shares Held (Latest Filing)
- $983.6MReported Market Value (Latest Filing)
- 4.5%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 | 4.5% | $572.1 |
| Q4 2025 | 1,752,974 | +37,460 | +2.2% | $1.2B | 5.2% | $660.1 |
| Q3 2025 | 1,715,514 | 392,300 | -18.6% | $1.3B | 6.6% | $734.4 |
| Q2 2025 | 2,107,814 | 102,436 | -4.6% | $1.6B | 8.3% | $738.1 |
| Q1 2025 | 2,210,250 | 282,347 | -11.3% | $1.3B | 7.3% | $576.4 |
| Q4 2024 | 2,492,597 | 222,289 | -8.2% | $1.5B | 8.5% | $585.5 |
| Q3 2024 | 2,714,886 | 344,631 | -11.3% | $1.6B | 8.7% | $572.4 |
| Q2 2024 | 3,059,517 | 19,347 | -0.6% | $1.5B | 9.0% | $504.2 |
| Q1 2024 | 3,078,864 | 878,788 | -22.2% | $1.5B | 8.4% | $485.6 |
| Q4 2023 | 3,957,652 | 931,254 | -19.0% | $1.4B | 7.9% | $354.0 |
| Q3 2023 | 4,888,906 | 826,411 | -14.5% | $1.5B | 9.2% | $300.2 |
| Q2 2023 | 5,715,317 | 552,059 | -8.8% | $1.6B | 10.0% | $287.0 |
| Q1 2023 | 6,267,376 | 270,950 | -4.1% | $1.3B | 8.8% | $211.9 |
| Q4 2022 | 6,538,326 | +2,284,011 | +53.7% | $786.8M | 5.3% | $120.3 |
| Q3 2022 | 4,254,315 | +949,362 | +28.7% | $577.2M | 4.1% | $135.7 |
| Q2 2022 | 3,304,953 | 47,307 | -1.4% | $532.9M | 3.4% | $161.3 |
| Q1 2022 | 3,352,260 | +696,057 | +26.2% | $745.4M | 3.8% | $222.4 |
| Q4 2021 | 2,656,203 | 31,471 | -1.2% | $893.4M | 4.2% | $336.4 |
| Q3 2021 | 2,687,674 | 501,467 | -15.7% | $912.2M | 4.2% | $339.4 |
| Q2 2021 | 3,189,141 | +12,432 | +0.4% | $1.1B | 4.6% | $347.7 |
| Q1 2021 | 3,176,709 | 110,828 | -3.4% | $935.6M | 4.1% | $294.5 |
| Q4 2020 | 3,287,537 | 418,626 | -11.3% | $898.0M | 4.3% | $273.2 |
| Q3 2020 | 3,706,163 | 467,415 | -11.2% | $970.6M | 5.4% | $261.9 |
| Q2 2020 | 4,173,578 | 14,676 | -0.4% | $947.7M | 5.5% | $227.1 |
| Q1 2020 | 4,188,254 | 135,769 | -3.1% | $698.6M | 4.7% | $166.8 |
| Q4 2019 | 4,324,023 | 142,625 | -3.2% | $887.5M | 4.2% | $205.3 |
| Q3 2019 | 4,466,648 | 191,068 | -4.1% | $795.4M | 4.0% | $178.1 |
| Q2 2019 | 4,657,716 | 655,249 | -12.3% | $898.9M | 4.4% | $193.0 |
| Q1 2019 | 5,312,965 | +45,432 | +0.9% | $885.6M | 4.4% | $166.7 |
| Q4 2018 | 5,267,533 | +289,382 | +5.8% | $691.3M | 3.9% | $131.2 |
| Q3 2018 | 4,978,151 | 86,207 | -1.7% | $818.7M | 3.5% | $164.5 |
| Q2 2018 | 5,064,358 | +1,173,309 | +30.2% | $984.1M | 4.2% | $194.3 |
| Q1 2018 | 3,891,049 | +494,801 | +14.6% | $621.8M | 2.7% | $159.8 |
| Q4 2017 | 3,396,248 | +13,636 | +0.4% | $599.3M | 2.5% | $176.5 |
| Q3 2017 | 3,382,612 | 131,292 | -3.7% | $577.5M | 2.5% | $170.7 |
| Q2 2017 | 3,513,904 | 155,225 | -4.2% | $530.5M | 2.3% | $151.0 |
| Q1 2017 | 3,669,129 | +349,888 | +10.5% | $521.2M | 2.2% | $142.1 |
| Q4 2016 | 3,319,241 | +898,990 | +37.1% | $381.9M | 1.7% | $115.1 |
| Q3 2016 | 2,420,251 | 178,998 | -6.9% | $310.4M | 1.4% | $128.3 |
| Q2 2016 | 2,599,249 | +71,084 | +2.8% | $297.0M | 1.3% | $114.3 |
| Q1 2016 | 2,528,165 | — | — | $288.5M | 1.3% | $114.1 |
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.