Stocklore

Tesla, Inc. (TSLA)

EV & Autos · US stock

What changed in recent filings

  • Revenue +26% YoYQuarter ended Jun 30, 2026
  • Institutions — 6 new · 2 added · 4 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Tesla, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 12
2019 Q1 · 42019 Q2 · 42019 Q3 · 52019 Q4 · 62020 Q1 · 52020 Q2 · 82020 Q3 · 62020 Q4 · 32021 Q1 · 62021 Q2 · 52021 Q3 · 62021 Q4 · 72022 Q1 · 42022 Q2 · 52022 Q3 · 52022 Q4 · 62023 Q1 · 52023 Q2 · 42023 Q3 · 42023 Q4 · 42024 Q1 · 42024 Q2 · 72024 Q3 · 82024 Q4 · 92025 Q1 · 92025 Q2 · 92025 Q3 · 72025 Q4 · 82026 Q1 · 72026 Q2 · 12
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 12 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Tesla, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • ARK Invest7.54% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Co0.28% of portfolio · held as of 2019 Q1 or earlier
  • Coatue Management0.05% of portfolio · since 2020 Q1
  • Tudor Investment Corp0.44% of portfolio · since 2023 Q2
  • Viking Global Investors0.66% of portfolio · since 2025 Q1
  • Soros Fund Management0.45% of portfolio · since 2025 Q4
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)1.63% of portfolio · held as of 2026 Q2 or earlier
  • Sequoia Capital (SC US)0.07% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.75% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors2.27% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management1.52% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A leader in electric vehicles and energy storage, expanding into self-driving (FSD) and AI robots (Optimus). Manufacturing efficiency and brand recognition are strengths. But intensifying EV competition pressures margins, the self-driving and robot businesses still contribute uncertainly to results, and the valuation heavily reflects future expectations.

What is the EV & Autos sector?

EVs, batteries, and autonomous driving. High-growth, high-volatility.

Tesla, Inc. is classified under the EV & Autos sector. See peers below.

Tesla, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Tesla, Inc. vs EV & Autos sector benchmark

Median of 8 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
11.8%vs benchmark 3.8%↑ above
Operating margin
1.4%vs benchmark 1.4%↑ above
Net margin
3.7%vs benchmark -3.2%↑ above
ROE
4.6%vs benchmark -22.7%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

TSLA revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $28.2B, +25.5% YoY.

The largest segment is Automotive, 88.9% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Automotive segment (about 94% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Tesla, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLYState Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
19.64%
ARKKARK Innovation ETF
9.74%
QQQMInvesco NASDAQ 100 ETF
3.45%
QQQInvesco QQQ Trust, Series 1
3.30%
VUGVANGUARD GROWTH INDEX FUND
3.27%
SPY
1.84%
VOOVANGUARD 500 INDEX FUND
1.84%
IVViShares Core S&P 500 ETF
1.83%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
1.64%
ITOTiShares Core S&P Total U.S. Stock Market ETF
1.62%
RSPInvesco S&P 500 Equal Weight ETF
0.18%

TSLA on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the EV & Autos average
See full TSLA analysis →

Peers · EV & Autos

TSLA FAQ

What is Tesla, Inc. (TSLA)?

A leader in electric vehicles and energy storage, expanding into self-driving (FSD) and AI robots (Optimus). Manufacturing efficiency and brand recognition are strengths. But intensifying EV competition pressures margins, the self-driving and robot businesses still contribute uncertainly to results, and the valuation heavily reflects future expectations.

What sector is Tesla, Inc. in?

Tesla, Inc. is classified under EV & Autos. EVs, batteries, and autonomous driving. High-growth, high-volatility.

What are Tesla, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 11.8%, Operating margin 1.4%, Net margin 3.7%, ROE 4.6%, Debt-to-equity 0.09x. Definitions and interpretation are available on Stocklore.

What are Tesla, Inc.'s main revenue segments?

The largest segment is Automotive, about 88.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Tesla, Inc. (TSLA) stock?

On Stocklore you can see TSLA's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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