TSLA Tesla, Inc.
Tesla, Inc. (TSLA) Institutional Ownership
What the institutions did with TSLA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CX Institutional | 73.7K | 25.5% |
| GoalVest Advisory LLC | 44.5K | 15.4% |
| MassMutual Private Wealth & Trust, FSB | 43.6K | 15.1% |
| Defender Capital, LLC. | 29.9K | 10.3% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20.8K | 7.2% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 11.8K | 4.1% |
| Versant Capital Management, Inc | 10.5K | 3.6% |
| Stonebridge Financial Group, LLC | 5.1K | 1.8% |
| Box Hill Private Wealth LLC | 4.7K | 1.6% |
| Central Pacific Bank - Trust Division | 4.7K | 1.6% |
| Ballew Advisors, Inc | 4.2K | 1.5% |
| Boltwood Capital Management | 3.1K | 1.1% |
| Global Wealth Strategies & Associates | 3.1K | 1.1% |
| DOLIVER ADVISORS, LP | 2.9K | 1.0% |
| Adelphi Trust Co | 2.8K | 1.0% |
| Ridgewood Investments LLC | 2.1K | 0.7% |
| PARK NATIONAL CORP /OH/ | 2.0K | 0.7% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 1.8K | 0.6% |
| Olistico Wealth, LLC | 1.6K | 0.5% |
| EASTERN BANK | 1.5K | 0.5% |
| Hickory Point Bank & Trust | 1.4K | 0.5% |
| CapWealth Advisors, LLC | 1.4K | 0.5% |
| Rosenberg Matthew Hamilton | 1.4K | 0.5% |
| PRIVATE CLIENT SERVICES, LLC | 1.4K | 0.5% |
| TOMPKINS FINANCIAL CORP | 1.4K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GoalVest Advisory LLC | Increased | 14.5K | 44.5K | +30.0K |
| CX Institutional | Reduced | 79.5K | 73.7K | -5.8K |
| MassMutual Private Wealth & Trust, FSB | Increased | 38.8K | 43.6K | +4.8K |
| Ballew Advisors, Inc | Reduced | 5.7K | 4.2K | -1.5K |
| Adelphi Trust Co | Increased | 1.8K | 2.8K | +1.0K |
| Global Wealth Strategies & Associates | Increased | 2.1K | 3.1K | +962 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 21.5K | 20.8K | -726 |
| First Citizens Financial Corp | Sold Out | 502 | 0 | -502 |
| PARK NATIONAL CORP /OH/ | Reduced | 2.4K | 2.0K | -375 |
| Boltwood Capital Management | Increased | 2.8K | 3.1K | +337 |
| Coastline Trust Co | Reduced | 552 | 216 | -336 |
| EASTERN BANK | Reduced | 1.8K | 1.5K | -322 |
| Olistico Wealth, LLC | Increased | 1.3K | 1.6K | +250 |
| Box Hill Private Wealth LLC | Reduced | 4.9K | 4.7K | -215 |
| Rosenberg Matthew Hamilton | Increased | 1.2K | 1.4K | +178 |
| Silverleafe Capital Partners, LLC | Reduced | 1.4K | 1.3K | -126 |
| Central Pacific Bank - Trust Division | Reduced | 4.8K | 4.7K | -89 |
| DOLIVER ADVISORS, LP | Reduced | 2.9K | 2.9K | -84 |
| Stonebridge Financial Group, LLC | Increased | 5.1K | 5.1K | +77 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 1.7K | 1.8K | +75 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 1.1K | 1.1K | +60 |
| ROCKLAND TRUST CO | Increased | 1.3K | 1.3K | +55 |
| Ridgewood Investments LLC | Increased | 2.1K | 2.1K | +50 |
| Versant Capital Management, Inc | Increased | 10.5K | 10.5K | +50 |
| Defender Capital, LLC. | Reduced | 29.9K | 29.9K | -45 |
| CapWealth Advisors, LLC | Increased | 1.3K | 1.4K | +33 |
| PRIVATE CLIENT SERVICES, LLC | Increased | 1.3K | 1.4K | +18 |
| Planning Strategies Inc. | Increased | 545 | 560 | +15 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 11.8K | 11.8K | -14 |
| Roxbury Financial LLC | Increased | 555 | 563 | +8 |
| Heartwood Wealth Advisors LLC | Increased | 688 | 692 | +4 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.