TESLA INC (TSLA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
224
Reporting holders
$938.6M
Reported value
0.3%
Calls
2.2%
Puts
-4,120
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $185.2M | 521,985 | 4.24% | 32q | -2.3%-$4.3M |
| CONGRESS ASSET MANAGEMENT CO | $73.2M | 206,310 | 0.47% | 7q | +13082.7%+$72.6M |
| TITLEIST ASSET MANAGEMENT, LLC | $60.4M | 166,905 | 3.90% | 15q | HELD |
| Farther Finance Advisors, LLC | $51.1M | 142,649 | 0.36% | 16q | +20.5%+$8.7M |
| Systrade AG | $35.8M | 101,000 | 18.16% | 4q | +10000.0%+$35.5M |
| CenterStar Asset Management, LLC | $26.6M | 16,694 | 6.26% | 4q | +35.4%+$7.0M |
| GAMMA Investing LLC | $25.8M | 72,599 | 0.87% | 12q | +2.9%+$731.3K |
| Quintet Private Bank (Europe) S.A. | $24.4M | 68,832 | 1.07% | 16q | +47.6%+$7.9M |
| Wedmont Private Capital | $23.2M | 61,468 | 0.55% | 20q | +9.7%+$2.1M |
| Valeo Financial Advisors, LLC | $22.0M | 61,909 | 0.46% | 32q | +7.4%+$1.5M |
| Private Capital Advisors, Inc. | $21.5M | 60,588 | 1.86% | 8q | +1.0%+$204.4K |
| Venture Visionary Partners LLC | $17.0M | 48,026 | 0.45% | 26q | HELD |
| Crocodile Capital Partners GmbH | $15.5M | 43,715 | 9.68% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $15.5M | 43,600 | 0.41% | 32q | +12.4%+$1.7M |
| CoreCap Advisors, LLC | $14.2M | 39,978 | 0.41% | 19q | +12.4%+$1.6M |
| Cooper Financial Group | $12.7M | 35,654 | 1.01% | 32q | -5.0%-$666.0K |
| Sound Income Strategies, LLC | $10.9M | 29,109 | 0.49% | 32q | +7.2%+$737.3K |
| Defender Capital, LLC. | $10.6M | 29,880 | 3.32% | 4q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $10.3M | 27,896 | 2.97% | 19q | -2.2%-$234.2K |
| Draper Asset Management, LLC | $8.2M | 23,012 | 3.74% | 24q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $7.8M | 21,848 | 0.64% | 21q | +19.2%+$1.2M |
| Everhart Financial Group, Inc. | $7.7M | 21,765 | 0.48% | 24q | -1.7%-$130.2K |
| Avidian Wealth Enterprises, LLC | $7.7M | 21,716 | 0.21% | 32q | +8.4%+$595.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $7.4M | 20,752 | 0.09% | 29q | -3.4%-$257.6K |
| SAPIENT CAPITAL LLC | $7.3M | 20,705 | 0.10% | 12q | -50.2%-$7.4M |
| Apella Capital, LLC | $7.1M | 18,498 | 0.09% | 21q | +94.7%+$3.5M |
| Castleview Partners, LLC | $6.9M | 19,424 | 3.02% | 21q | +11.8%+$728.1K |
| FINANCIAL MANAGEMENT NETWORK INC | $6.3M | 16,932 | 0.90% | 24q | +5.2%+$308.3K |
| Legacy Private Trust Co. | $6.1M | 17,265 | 0.33% | 18q | +3.8%+$227.1K |
| DLK Investment Management, LLC | $5.7M | 16,038 | 2.07% | 12q | -15.3%-$1.0M |
| LifeGoal Investments, LLC | $5.6M | 15,719 | 1.70% | 3q | +1113.8%+$5.1M |
| GoalVest Advisory LLC | $5.4M | 44,506 | 0.93% | 22q | +206.5%+$3.6M |
| Brown Shipley& Co Ltd | $4.9M | 13,935 | 2.38% | 15q | HELD |
| GK Wealth Management LLC | $4.7M | 13,117 | 2.64% | 8q | HELD |
| Oak Grove Capital LLC | $4.6M | 12,909 | 0.21% | 3q | HELD |
| Sherry Group, Inc. | $4.4M | 12,325 | 4.11% | 4q | HELD |
| Dakota Community Bank & Trust NA | $4.4M | 12,306 | 12.54% | 16q | +0.6%+$28.0K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $4.2M | 11,762 | 0.82% | 24q | HELD |
| Balefire, LLC | $4.2M | 11,714 | 0.65% | 20q | +22.2%+$756.1K |
| Versant Capital Management, Inc | $3.7M | 10,510 | 0.32% | 30q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $3.5M | 9,743 | 0.90% | 12q | HELD |
| Grove Bank & Trust | $3.3M | 9,354 | 0.33% | 23q | -17.2%-$689.4K |
| Dale Q Rice Investment Management Ltd | $3.3M | 9,268 | 1.79% | 8q | +1.6%+$52.2K |
| MFA WEALTH ADVISORS, LLC | $3.0M | 8,492 | 0.51% | 26q | +2.5%+$74.5K |
| Cadent Capital Advisors, LLC | $2.9M | 8,173 | 0.62% | 7q | -36.7%-$1.7M |
| RVW Wealth, LLC | $2.9M | 8,169 | 0.19% | 27q | +1.5%+$43.6K |
| TLWM | $2.9M | 8,064 | 0.46% | 16q | -0.7%-$19.5K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $2.7M | 7,573 | 1.92% | 4q | -18.1%-$592.5K |
| Tactive Advisors, LLC | $2.6M | 7,444 | 0.63% | 8q | +7.5%+$183.8K |
| First Heartland Consultants, Inc. | $2.6M | 7,414 | 0.17% | 26q | +15.1%+$345.9K |
| TOTH FINANCIAL ADVISORY CORP | $2.2M | 6,308 | 0.22% | 25q | -1.9%-$42.2K |
| Whitaker-Myers Wealth Managers, LTD. | $2.2M | 6,290 | 0.36% | 16q | +1.9%+$40.8K |
| ELEVATION WEALTH PARTNERS, LLC | $2.2M | 6,098 | 0.61% | 15q | -1.1%-$24.5K |
| Castle Rock Wealth Management, LLC | $2.1M | 5,461 | 0.39% | 26q | +10.5%+$197.2K |
| Mirador Capital Partners LP | $2.1M | 5,820 | 0.24% | 25q | -51.6%-$2.2M |
| RIVERSEDGE ADVISORS, LLC | $2.0M | 5,776 | 0.25% | 9q | +8.2%+$156.1K |
| Kaizen Financial Strategies | $1.9M | 5,430 | 0.76% | 20q | -3.9%-$79.1K |
| Hamilton Capital, LLC | $1.9M | 5,415 | 0.11% | 24q | +0.6%+$11.4K |
| ACT WEALTH MANAGEMENT, LLC | $1.9M | 5,241 | 0.55% | 24q | HELD |
| Stonebridge Financial Group, LLC | $1.8M | 5,138 | 0.13% | 8q | +1.5%+$27.3K |
| Crumly & Associates Inc. | $1.8M | 5,130 | 0.32% | 9q | +9.2%+$153.3K |
| HF Advisory Group, LLC | $1.8M | 5,027 | 0.53% | 16q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.8M | 5,017 | 1.07% | 16q | -1.1%-$20.6K |
| McNaughton Wealth Management, LLC | $1.8M | 4,956 | 0.61% | 23q | +6.4%+$105.0K |
| TrueWealth Advisors, LLC | $1.7M | 4,857 | 0.39% | 24q | +6.9%+$110.7K |
| Friday Financial | $1.7M | 4,856 | 0.34% | 8q | +8.3%+$132.1K |
| MFG WEALTH MANAGEMENT, INC. | $1.7M | 4,830 | 1.24% | 8q | +4.4%+$72.7K |
| Gradient Investments LLC | $1.7M | 4,793 | 0.02% | 32q | -42.9%-$1.3M |
| Baring Financial LLC | $1.7M | 4,077 | 0.91% | 8q | -2.2%-$37.8K |
| SEARCY FINANCIAL SERVICES INC /ADV | $1.7M | 4,752 | 0.60% | 25q | HELD |
| Box Hill Private Wealth LLC | $1.7M | 4,716 | 1.22% | 4q | -4.4%-$76.3K |
| Central Pacific Bank - Trust Division | $1.7M | 4,663 | 0.17% | 11q | -1.9%-$31.6K |
| Greenfield Savings Bank | $1.6M | 4,528 | 0.61% | 15q | -2.4%-$39.4K |
| Acropolis Investment Management, LLC | $1.6M | 4,468 | 0.06% | 27q | -44.9%-$1.3M |
| Ballew Advisors, Inc | $1.6M | 4,208 | 0.77% | 20q | -25.7%-$538.1K |
| Strong Retirement Solutions LLC | $1.5M | 4,092 | 0.82% | 4q | +8.6%+$114.6K |
| New Covenant Trust Company, N.A. | $1.4M | 4,065 | 1.00% | 11q | +18.5%+$225.3K |
| M.E. ALLISON & CO., INC. | $1.4M | 4,004 | 0.80% | 8q | +247.0%+$1.0M |
| Aletheian Wealth Advisors LLC | $1.4M | 3,975 | 0.57% | 19q | +34.3%+$360.1K |
| Green Ridge Wealth Planning LLC | $1.4M | 3,943 | 0.56% | 4q | -15.1%-$248.4K |
| Great Waters Wealth Management | $1.4M | 3,910 | 0.12% | 16q | -11.0%-$171.0K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $1.3M | 3,661 | 0.67% | 12q | +0.5%+$7.1K |
| Weaver Consulting Group | $1.3M | 3,584 | 0.25% | 31q | +3.0%+$37.3K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1.2M | 3,419 | 0.08% | 15q | +19.6%+$199.0K |
| AMERICAN NATIONAL BANK & TRUST | $1.2M | 3,414 | 0.11% | 22q | +3.4%+$39.7K |
| Veery Capital, LLC | $1.2M | 3,308 | 0.31% | 11q | -1.3%-$16.0K |
| Attessa Capital LLC | $1.2M | 3,289 | 0.50% | 8q | -1.8%-$21.6K |
| Boltwood Capital Management | $1.1M | 3,119 | 0.25% | 15q | +12.1%+$119.6K |
| Global Wealth Strategies & Associates | $1.1M | 3,092 | 0.20% | 16q | +45.2%+$341.3K |
| Wisconsin Wealth Advisors, LLC | $1.1M | 3,010 | 0.90% | 8q | -5.4%-$60.7K |
| Atlas Brown,Inc. | $1.0M | 2,894 | 0.27% | 25q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $1.0M | 2,887 | 0.69% | 4q | +1.9%+$19.2K |
| DOLIVER ADVISORS, LP | $1.0M | 2,858 | 0.22% | 10q | -2.9%-$29.8K |
| Whalen Wealth Management Inc. | $1.0M | 2,823 | 0.43% | 12q | -13.1%-$150.5K |
| Adelphi Trust Co | $993.5K | 2,800 | 0.65% | 4q | +58.3%+$365.8K |
| Insight Wealth Strategies, LLC | $991.3K | 2,794 | 0.10% | 25q | +0.8%+$7.8K |
| Gerald Baker Financial Group LLC | $974.0K | 2,745 | 0.28% | 3q | -1.0%-$10.3K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $941.3K | 2,653 | 0.13% | 9q | +13.8%+$113.9K |
| Worth Asset Management, LLC | $938.8K | 2,646 | 0.27% | 9q | +32.4%+$229.6K |
| Peterson Wealth Advisors, LLC | $905.1K | 2,551 | 0.11% | 25q | +0.8%+$6.7K |
Showing the largest 100 of 231 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-29 | 2026-09-29 | Material agreement entered Material agreement terminated | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-30 | Wilson-Thompson Kathleen | Director | Sold | 26,409 | $10.0M ×16 |
| 2026-05-13 | Taneja Vaibhav | Chief Financial Officer | Sold | 3,000 | $1.4M |
| 2026-06-08 | Taneja Vaibhav | Chief Financial Officer | Sold | 2,606 | $1.0M |
| 2026-09-08 | Taneja Vaibhav | Chief Financial Officer | Sold | 2,606 | $938.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 224 | $938.6M | 2,599,492 | 5 | 92 | 72 | 2.5% |
| Q2 2026 | 4,344 | $983.3B | 1,838,336,026 | 252 | 1,951 | 1,231 | 21.3% |
| Q1 2026 | 4,221 | $784.8B | 1,618,627,326 | 126 | 1,879 | 1,317 | 23.4% |
| Q4 2025 | 4,399 | $984.7B | 1,643,655,881 | 191 | 1,753 | 1,306 | 25.0% |
| Q3 2025 | 4,029 | $979.7B | 1,593,167,158 | 393 | 1,580 | 1,357 | 27.7% |
| Q2 2025 | 3,785 | $704.9B | 1,588,041,591 | 318 | 1,809 | 1,132 | 28.5% |
| Q1 2025 | 3,619 | $558.2B | 1,557,365,752 | 189 | 1,669 | 1,360 | 27.7% |
| Q4 2024 | 3,951 | $861.5B | 1,529,995,734 | 486 | 1,379 | 1,206 | 28.3% |
| Q3 2024 | 3,237 | $516.2B | 1,491,247,282 | 342 | 1,184 | 1,113 | 24.5% |
| Q2 2024 | 3,009 | $404.8B | 1,474,239,178 | 256 | 1,175 | 1,071 | 25.7% |
| Q1 2024 | 2,932 | $371.4B | 1,507,300,684 | 139 | 1,139 | 1,187 | 26.7% |
| Q4 2023 | 3,200 | $518.7B | 1,450,977,505 | 145 | 1,189 | 1,009 | 29.2% |
| Q3 2023 | 2,982 | $493.0B | 1,376,169,853 | 152 | 1,321 | 859 | 29.1% |
| Q2 2023 | 2,967 | $525.5B | 1,364,214,128 | 298 | 1,207 | 903 | 31.3% |
| Q1 2023 | 2,771 | $415.7B | 1,376,590,259 | 425 | 1,208 | 749 | 30.4% |
| Q4 2022 | 2,523 | $263.0B | 1,379,924,649 | 153 | 1,010 | 892 | 33.9% |
| Q3 2022 | 2,776 | $576.1B | 1,409,234,014 | 217 | 2,454 | 47 | 35.3% |
| Q2 2022 | 2,666 | $512.6B | 463,017,421 | 155 | 1,335 | 720 | 40.1% |
| Q1 2022 | 2,844 | $816.4B | 445,225,463 | 199 | 1,285 | 776 | 42.2% |
| Q4 2021 | 2,787 | $959.0B | 446,188,755 | 293 | 1,008 | 746 | 51.9% |
| Q3 2021 | 2,291 | $640.2B | 429,331,041 | 185 | 887 | 631 | 49.1% |
| Q2 2021 | 2,217 | $547.2B | 403,733,717 | 150 | 842 | 703 | 49.9% |
| Q1 2021 | 2,212 | $461.3B | 405,584,301 | 212 | 890 | 784 | 41.3% |
| Q4 2020 | 2,190 | $689.0B | 438,387,878 | 359 | 764 | 578 | 55.0% |
| Q3 2020 | 1,738 | $367.3B | 402,179,097 | 434 | 1,210 | 43 | 53.1% |
| Q2 2020 | 1,414 | $203.8B | 91,540,098 | 367 | 412 | 393 | 51.5% |
| Q1 2020 | 1,145 | $108.5B | 94,219,864 | 290 | 374 | 345 | 54.5% |
| Q4 2019 | 974 | $91.7B | 99,002,395 | 203 | 246 | 242 | 54.9% |
| Q3 2019 | 784 | $50.8B | 96,338,455 | 83 | 221 | 212 | 54.4% |
| Q2 2019 | 810 | $65.4B | 99,899,568 | 110 | 300 | 216 | 65.9% |
| Q1 2019 | 861 | $51.0B | 98,365,281 | 91 | 279 | 225 | 46.1% |
| Q4 2018 | 894 | $67.0B | 104,390,484 | 16 | 18 | 21 | 48.2% |