Institutional Ownership Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA). We have compiled data on the 4,751 institutions that hold shares in the stock, with a total of 1.52 Billion shares, which have been reported (via 13F filing form) to have a value of $620 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
23,770
shares
|
$9.72 Million
2.37% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
23,753
shares
|
$9.71 Million
0.16% of portfolio
|
Q3 2025
Added 37.25%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
23,688
shares
|
$9.69 Million
1.16% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
23,665
shares
|
$9.68 Million
0.63% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
23,602
shares
|
$9.65 Million
0.56% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
23,588
shares
|
$9.65 Million
2.07% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
23,513
shares
|
$9.61 Million
0.1% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
23,487
shares
|
$9.6 Million
0.55% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
23,475
shares
|
$9.6 Million
1.4% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
23,388
shares
|
$9.56 Million
1.61% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
23,364
shares
|
$9.55 Million
0.67% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
23,266
shares
|
$9.51 Million
1.27% of portfolio
|
Q4 2025
Added 1.99%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
23,245
shares
|
$9.51 Million
0.29% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
23,194
shares
|
$9.48 Million
1.45% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2025 Q3 2025 |
23,169
shares
|
$9.47 Million
0.22% of portfolio
|
Q3 2025
Added 112.17%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
23,161
shares
|
$9.47 Million
1.97% of portfolio
|
Q4 2025
Reduced 4.04%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
23,142
shares
|
$9.46 Million
0.43% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
23,049
shares
|
$9.43 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 21, 2026 Q4 2025 |
22,888
shares
|
$9.36 Million
1.38% of portfolio
|
Q4 2025
Added 21.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
22,870
shares
|
$9.35 Million
0.79% of portfolio
|
Q3 2025
Reduced 35.06%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
22,839
shares
|
$9.34 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
22,815
shares
|
$9.33 Million
0.79% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
22,812
shares
|
$9.33 Million
2.39% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
22,790
shares
|
$9.32 Million
2.85% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
22,785
shares
|
$9.32 Million
1.47% of portfolio
|
Q3 2025
Added 63.72%
|
|