Institutional Ownership Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA). We have compiled data on the 3,645 institutions that hold shares in the stock, with a total of 1.4 Billion shares, which have been reported (via 13F filing form) to have a value of $475 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
21,223
shares
|
$7.18 Million
2.73% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
21,219
shares
|
$7.18 Million
0.18% of portfolio
|
Q3 2024
Reduced 89.35%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
21,092
shares
|
$7.13 Million
1.11% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
21,088
shares
|
$7.13 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
21,007
shares
|
$7.11 Million
1.11% of portfolio
|
Q3 2024
Added 182.2%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
20,861
shares
|
$7.06 Million
1.84% of portfolio
|
Q1 2024
Added 8.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,845
shares
|
$7.05 Million
0.39% of portfolio
|
Q3 2024
Added 39.77%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
20,795
shares
|
$7.03 Million
0.16% of portfolio
|
Q1 2023
Added 950.25%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
20,688
shares
|
$7 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
20,479
shares
|
$6.93 Million
0.55% of portfolio
|
Q4 2023
Reduced 5.36%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
20,461
shares
|
$6.92 Million
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
20,341
shares
|
$6.88 Million
0.05% of portfolio
|
Q3 2024
Added 146.17%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
20,313
shares
|
$6.87 Million
0.42% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,242
shares
|
$6.85 Million
0.36% of portfolio
|
Q3 2024
Reduced 61.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
20,207
shares
|
$6.83 Million
0.69% of portfolio
|
Q3 2024
Added 20.39%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
20,117
shares
|
$6.8 Million
0.28% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
20,109
shares
|
$6.8 Million
0.39% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
20,090
shares
|
$6.8 Million
2.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
20,050
shares
|
$6.78 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
19,872
shares
|
$6.72 Million
0.33% of portfolio
|
Q3 2022
Added 337.23%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
19,814
shares
|
$6.7 Million
0.11% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
19,786
shares
|
$6.69 Million
0.94% of portfolio
|
Q2 2022
Added 1.72%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
19,720
shares
|
$6.67 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
19,702
shares
|
$6.66 Million
0.97% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
19,683
shares
|
$6.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.03%
|