Institutional Ownership Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA). We have compiled data on the 4,252 institutions that hold shares in the stock, with a total of 1.49 Billion shares, which have been reported (via 13F filing form) to have a value of $454 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
22,334
shares
|
$6.82 Million
0.43% of portfolio
|
Q3 2023
Added 264.76%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
22,331
shares
|
$6.82 Million
0.42% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
22,308
shares
|
$6.81 Million
1.08% of portfolio
|
Q1 2025
Added 1.92%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
22,270
shares
|
$6.8 Million
0.23% of portfolio
|
Q1 2025
Added 11.01%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,236
shares
|
$6.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
22,115
shares
|
$6.75 Million
0.94% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
Flight Deck Capital, LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
22,100
shares
|
$6.75 Million
5.91% of portfolio
|
Q1 2025
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
22,046
shares
|
$6.73 Million
1.25% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
21,953
shares
|
$6.7 Million
1.82% of portfolio
|
Q2 2025
Added 5.45%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,929
shares
|
$6.69 Million
0.56% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
21,831
shares
|
$6.67 Million
1.0% of portfolio
|
Q2 2025
Added 2.14%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
21,798
shares
|
$6.65 Million
1.14% of portfolio
|
Q1 2025
Added 59.51%
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
21,704
shares
|
$6.63 Million
0.21% of portfolio
|
Q2 2025
Added 8.03%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
21,698
shares
|
$6.62 Million
0.25% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
21,661
shares
|
$6.61 Million
2.0% of portfolio
|
Q4 2024
Added 5.86%
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
21,597
shares
|
$6.59 Million
0.63% of portfolio
|
Q1 2025
Reduced 30.62%
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
21,553
shares
|
$6.58 Million
1.44% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
21,501
shares
|
$6.56 Million
0.29% of portfolio
|
Q1 2025
Added 3.61%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
21,447
shares
|
$6.55 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
21,403
shares
|
$6.53 Million
4.03% of portfolio
|
Q1 2025
Added 20.07%
|
|
Stf Management LP
Frisco, TX |
May 13, 2025 Q1 2025 |
21,351
shares
|
$6.52 Million
2.66% of portfolio
|
Q1 2025
Added 3.5%
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
21,310
shares
|
$6.51 Million
1.09% of portfolio
|
Q2 2024
Reduced 14.43%
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
21,295
shares
|
$6.5 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
21,292
shares
|
$6.5 Million
0.09% of portfolio
|
Q1 2025
Added 46.76%
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
21,163
shares
|
$6.46 Million
0.22% of portfolio
|
Q1 2025
Added 1213.66%
|