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 |
|---|---|---|---|---|---|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
10,382
shares
|
$4.25 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,368
shares
|
$4.24 Million
1.09% of portfolio
|
Q4 2024
Added 72.51%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
10,363
shares
|
$4.24 Million
1.01% of portfolio
|
Q3 2025
Added 82.51%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
10,356
shares
|
$4.23 Million
3.03% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
10,355
shares
|
$4.23 Million
2.19% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
10,350
shares
|
$4.23 Million
0.5% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
10,329
shares
|
$4.22 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Symmetry Investments LP
|
Nov 14, 2025 Q3 2025 |
10,300
shares
|
$4.21 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
10,286
shares
|
$4.21 Million
0.99% of portfolio
|
Q3 2025
Added 29.37%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
10,277
shares
|
$4.2 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10,257
shares
|
$4.19 Million
0.31% of portfolio
|
Q2 2023
Added 2.59%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
10,224
shares
|
$4.18 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Symmetry Peak Management LLC
Radnor, PA |
Nov 14, 2025 Q3 2025 |
10,210
shares
|
$4.18 Million
1.13% of portfolio
|
Q3 2025
Added 198.54%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
10,188
shares
|
$4.17 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
10,188
shares
|
$4.17 Million
0.89% of portfolio
|
Q1 2024
Reduced 40.6%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
10,083
shares
|
$4.12 Million
1.35% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
10,052
shares
|
$4.11 Million
0.13% of portfolio
|
Q4 2025
Added 2.97%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
10,048
shares
|
$4.11 Million
0.52% of portfolio
|
Q3 2025
Added 44.62%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
10,043
shares
|
$4.11 Million
0.3% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
9,993
shares
|
$4.09 Million
1.67% of portfolio
|
Q4 2025
Added 5.21%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
9,989
shares
|
$4.08 Million
0.77% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
9,962
shares
|
$4.07 Million
0.84% of portfolio
|
Q4 2025
Reduced 6.13%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
9,947
shares
|
$4.07 Million
0.4% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 23, 2026 Q4 2025 |
9,943
shares
|
$4.07 Million
0.58% of portfolio
|
Q4 2025
Reduced 10.4%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
9,906
shares
|
$4.05 Million
1.41% of portfolio
|
Q3 2025
Reduced 3.55%
|
|