Institutional Ownership Tesla, Inc. (TSLA)
This table provides information about the institutional ownership of Tesla, Inc. (TSLA). We have compiled data on the 4,351 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $533 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,471
shares
|
$3.05 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
8,445
shares
|
$3.04 Million
0.26% of portfolio
|
Q4 2024
Added 26.4%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
8,445
shares
|
$3.04 Million
1.72% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
8,440
shares
|
$3.04 Million
0.44% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,426
shares
|
$3.04 Million
0.41% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
8,396
shares
|
$3.03 Million
0.32% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
8,377
shares
|
$3.02 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
8,375
shares
|
$3.02 Million
0.95% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
8,374
shares
|
$3.02 Million
2.98% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
8,351
shares
|
$3.01 Million
0.41% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
8,350
shares
|
$3.01 Million
1.89% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
8,314
shares
|
$3 Million
1.92% of portfolio
|
Q4 2024
Added 383.09%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,308
shares
|
$3 Million
0.08% of portfolio
|
Q4 2024
Added 28.21%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
8,308
shares
|
$3 Million
0.33% of portfolio
|
Q3 2024
Added 20.88%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
8,306
shares
|
$2.99 Million
0.67% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
8,274
shares
|
$2.98 Million
0.31% of portfolio
|
Q4 2024
Reduced 8.51%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,270
shares
|
$2.98 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
8,268
shares
|
$2.98 Million
0.49% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
8,234
shares
|
$2.97 Million
1.38% of portfolio
|
Q4 2024
Reduced 48.07%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,228
shares
|
$2.97 Million
0.27% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
8,201
shares
|
$2.96 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
8,196
shares
|
$2.96 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
8,190
shares
|
$2.95 Million
0.77% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
8,181
shares
|
$2.95 Million
0.28% of portfolio
|
Q4 2024
Added 53.72%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
8,153
shares
|
$2.94 Million
0.21% of portfolio
|
Q2 2024
Reduced 39.83%
|