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Tesla, Inc. (TSLA): Q2 2026 13F — more filers, a huge jump in aggregate reported value, and mega Vanguard-affiliated / Invesco / Norges moves

You are looking at Tesla, Inc. — industrials name listed on NASDAQ as TSLA. Below is a read of the latest Form 13F tape (period of report 2026-06-30, Q2 2026) versus the prior quarter (2026-03-31, Q1 2026), plus a short company overview.

Page updated 2026-09-26 CUSIP 88160R101 Market cap ~$1.36T quantyfight.com/stocks/TSLA

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Stock detail

Tesla, Inc. / TESLA INC

TSLA
ExchangeNASDAQ
CUSIP88160R101
SectorIndustrials
IndustryAuto Manufacturing
Market cap~$1.36T
HQAustin, Texas, USA
13F period2026-06-30
NASDAQ EV Energy storage Autonomy Manufacturing

What changed in Q2 2026?

Last quarter = Q2 2026 (period of report 2026-06-30) versus prior Q1 2026 (2026-03-31). Figures are reported 13F values (USD) as filed — delayed snapshots, not live prices.

13F holders
4,282
vs 4,124 in Q1 2026
Sum reported value
$672.94B
vs $464.09B in Q1 2026
Sum shares
1,662,298,470
vs 1,299,578,058 in Q1 2026
Hedge-style holders*
68
vs 75 in Q1 2026

Here is the story in one breath: more 13F filers (4,282 vs 4,124), and the aggregate reported 13F value rose (about $672.94B from about $464.09B). Total disclosed shares also moved to about 1,662,298,470 from about 1,299,578,058. Hedge-style* holders numbered 68 in Q2 2026 versus 75 in Q1 2026. On the full 13F tape, 372 managers entered and 214 exited (hedge-style* enter/exit: 12 / 19).

Status mix across the QoQ tape (4,496 manager rows including exits): 372 ENTERED, 214 EXITED, 2,047 INCREASED, 1,344 DECREASED, 519 UNCHANGED.

Reporting-entity note: several Vanguard-affiliated names appear as ENTERED under new CIKs in Q2 2026 (for example VANGUARD CAPITAL MANAGEMENT LLC ($77.40B), VANGUARD PORTFOLIO MANAGEMENT LLC ($20.84B), VANGUARD FIDUCIARY TRUST CO ($6.82B), Vanguard Global Advisers, LLC ($2.56B)). That is a 13F filer / CIK event in this tape — not automatically the same thing as “Vanguard never owned TSLA before.” Read it as new reporting entities showing up for this CUSIP in the QoQ join.

How to read reported 13F value. The dollar amounts below are each position’s reported 13F value (USD) from the manager’s filing. Values can move with the stock’s quarter-end price even when share counts fall. They are delayed snapshots (managers generally file within 45 days after quarter-end), not a live ownership feed. For context only: Q2 2026 aggregate reported value is roughly 49.6% of the ~$1.36T market-cap figure used on this page — that is not the same as “% of float owned,” and summing 13F positions is not a precise ownership stake.

Who holds TSLA now?

Largest Q2 2026 13F holders by reported position value (top 18 of 4,282). Block size ≈ reported value. Click a name for the fund page.

Q2 2026 Tesla, Inc. (TSLA) Form 13F holders — top 25 by reported value (USD). Full QoQ tape: 4,496 manager rows.
#ManagerShares (Q2)Reported value% of mgr AUMHedge-style*StatusAccession
1BlackRock, Inc.214,123,129$90.06B133.8282%NoINCREASED0002012383-26-003238
2VANGUARD CAPITAL MANAGEMENT LLC184,023,551$77.40B165.3807%NoENTERED0002100119-26-001527
3STATE STREET CORP117,456,756$49.40B146.5405%NoINCREASED0000093751-26-000507
4GEODE CAPITAL MANAGEMENT, LLC68,914,720$28.86B153.9158%NoINCREASED0001214717-26-000008
5Invesco Ltd.55,464,442$23.33B184.5224%NoINCREASED0000914208-26-000343
6VANGUARD PORTFOLIO MANAGEMENT LLC49,550,535$20.84B93.9142%NoENTERED0002100121-26-001018
7Capital World Investors45,735,669$19.24B227.2559%NoINCREASED0001422849-26-000113
8JPMORGAN CHASE & CO41,972,287$17.29B95.6584%NoDECREASED0000019617-26-000325
9FMR LLC39,766,224$16.73B72.5979%NoINCREASED0000315066-26-002260
10MORGAN STANLEY38,872,087$16.35B86.4690%NoDECREASED0000895421-26-000243
11NORGES BANK38,812,422$16.32B162.7187%NoENTERED0001374170-26-000069
12GOLDMAN SACHS GROUP INC31,060,669$13.06B113.4401%NoINCREASED0000886982-26-000519
13NORTHERN TRUST CORP25,815,785$10.86B126.2883%NoINCREASED0000073124-26-000053
14Legal & General Group Plc20,293,894$8.54B177.9938%NoINCREASED0001495115-26-000017
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC19,532,936$8.22B149.3491%NoDECREASED0000861177-26-000004
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC19,281,939$8.11B107.9424%NoDECREASED0001752724-26-000057
17BANK OF AMERICA CORP /DE/18,117,418$7.62B49.0968%NoDECREASED0000070858-26-000442
18VANGUARD FIDUCIARY TRUST CO16,205,509$6.82B150.0141%NoENTERED0000933478-26-000015
19Nuveen, LLC15,961,817$6.71B160.1635%NoINCREASED0000930413-26-002447
20Bank of New York Mellon Corp14,464,171$6.08B99.8242%NoDECREASED0001390777-26-000087
21LOOMIS SAYLES & CO L P12,679,478$5.33B668.4179%NoINCREASED0000312348-26-000034
22BAMCO INC /NY/12,524,752$5.27B790.4920%NoINCREASED0001017918-26-000067
23BARCLAYS PLC11,521,936$4.85B93.0477%NoINCREASED0000312069-26-000223
24HSBC HOLDINGS PLC10,854,642$4.55B190.1658%NoINCREASED0000873630-26-000004
25WELLINGTON MANAGEMENT GROUP LLP9,841,129$4.14B71.3439%NoINCREASED0000902219-26-000311

Fund activity — Q1 2026 → Q2 2026

Top increases and decreases by change in % of the manager’s reported AUM, shown as treemap-style cards. Dollar heatmaps follow.

Top funds increasing % AUM

Largest positive Δ %AUM (entries + any adds).

Top funds decreasing % AUM

Largest negative Δ %AUM (cuts + exits).

Top $ increases (reported value)

Top $ decreases (reported value)

Funds entering & exiting

New fund appearances (ENTERED) and disappearances (EXITED) on the QoQ 13F tape — all filers vs hedge-style* only. Counts are status rows from the QoQ join across the full Form 13F filer set for this CUSIP/ticker — not live flow.

All funds entered
372
Status ENTERED
All funds exited
214
Status EXITED
Hedge-style* entered
12
ENTERED · hedge-style*
Hedge-style* exited
19
EXITED · hedge-style*

Key Q2 2026 movers (by |Δ reported value|)

The largest absolute dollar increase is VANGUARD CAPITAL MANAGEMENT LLC (status ENTERED, Δ about $77.40B) — accession 0002100119-26-001527. On the downside, the largest absolute dollar decrease is Amundi (EXITED, Δ about -$8.24B).

Classic 13F reminder: JPMORGAN CHASE & CO cut shares (46,075,161 → 41,972,287) but still shows a higher reported value ($16.37B → $17.29B) — share cuts and dollar increases can sit in the same row when the filing-period price jumps.

Largest Q2 2026 ENTERED names by reported value include: VANGUARD CAPITAL MANAGEMENT LLC ($77.40B), VANGUARD PORTFOLIO MANAGEMENT L… ($20.84B), NORGES BANK ($16.32B), VANGUARD FIDUCIARY TRUST CO ($6.82B), Vanguard Global Advisers, LLC ($2.56B).

Largest EXITED names by prior reported value include: Amundi (prior $8.24B), HighTower Advisors, LLC (prior $358.01M), JANUS HENDERSON GROUP PLC (prior $320.96M), VOLORIDGE INVESTMENT MANAGEMENT… (prior $246.41M), Quadrature Capital Ltd (prior $181.80M).

Top QoQ activity rows (by |Δ value|)

Showing 50 of 4,496 QoQ manager rows — sorted by absolute change in reported value.

Top |Δ reported value| rows for TSLA — Q1 2026 vs Q2 2026
ManagerStatusShares Q1Shares Q2Value Q1Value Q2Δ ValueSEC
VANGUARD CAPITAL MANAGEMENT LLCENTERED—184,023,551—$77.40B$77.40BSEC
VANGUARD PORTFOLIO MANAGEMENT LLCENTERED—49,550,535—$20.84B$20.84BSEC
Invesco Ltd.INCREASED16,937,27755,464,442$6.30B$23.33B$17.03BSEC
NORGES BANKENTERED—38,812,422—$16.32B$16.32BSEC
BlackRock, Inc.INCREASED208,095,009214,123,129$77.36B$90.06B$12.70BSEC
AmundiEXITED22,174,884—$8.24B—-$8.24BSEC
VANGUARD FIDUCIARY TRUST COENTERED—16,205,509—$6.82B$6.82BSEC
STATE STREET CORPINCREASED114,695,458117,456,756$42.64B$49.40B$6.76BSEC
GEODE CAPITAL MANAGEMENT, LLCINCREASED68,003,11068,914,720$25.18B$28.86B$3.69BSEC
FMR LLCINCREASED36,027,97639,766,224$13.39B$16.73B$3.33BSEC
Capital World InvestorsINCREASED42,904,07345,735,669$15.95B$19.24B$3.29BSEC
Vanguard Global Advisers, LLCENTERED—6,083,324—$2.56B$2.56BSEC
VANGUARD ASSET MANAGEMENT, LtdENTERED—5,647,250—$2.38B$2.38BSEC
GOLDMAN SACHS GROUP INCINCREASED29,398,29431,060,669$10.93B$13.06B$2.14BSEC
MORGAN STANLEYDECREASED39,177,40038,872,087$14.56B$16.35B$1.79BSEC
HSBC HOLDINGS PLCINCREASED7,597,43310,854,642$2.83B$4.55B$1.73BSEC
Nuveen, LLCINCREASED13,589,02315,961,817$5.05B$6.71B$1.66BSEC
CITIGROUP INCINCREASED5,162,6297,898,070$1.92B$3.32B$1.40BSEC
NORTHERN TRUST CORPINCREASED25,659,60925,815,785$9.54B$10.86B$1.32BSEC
PeakShares LLCINCREASED2,7863,102$1.04M$1.30B$1.30BSEC
BNP PARIBAS FINANCIAL MARKETSINCREASED7,071,7559,036,619$2.63B$3.80B$1.17BSEC
Legal & General Group PlcINCREASED20,200,37320,293,894$7.51B$8.54B$1.03BSEC
DEUTSCHE BANK AG\INCREASED8,122,0759,603,163$3.02B$4.04B$1.02BSEC
BARCLAYS PLCINCREASED10,505,23311,521,936$3.91B$4.85B$940.81MSEC
JPMORGAN CHASE & CODECREASED46,075,16141,972,287$16.37B$17.29B$916.28MSEC
CANADA PENSION PLAN INVESTMENT BOARDINCREASED6,059,1107,476,246$2.25B$3.14B$892.03MSEC
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCDECREASED19,749,76819,532,936$7.34B$8.22B$873.58MSEC
BAMCO INC /NY/INCREASED11,933,50912,524,752$4.44B$5.27B$831.63MSEC
WELLINGTON MANAGEMENT GROUP LLPINCREASED9,150,9779,841,129$3.40B$4.14B$737.30MSEC
VIKING GLOBAL INVESTORS LPDECREASED2,493,561547,816$926.98M$230.41M-$696.57MSEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDECREASED19,943,63519,281,939$7.41B$8.11B$695.94MSEC
LOOMIS SAYLES & CO L PINCREASED12,655,01112,679,478$4.70B$5.33B$628.49MSEC
Vanguard Investments Australia, Ltd.ENTERED—1,439,795—$605.58M$605.58MSEC
CAPITOLIS LIQUID GLOBAL MARKETS LLCINCREASED248,3211,623,903$92.31M$683.01M$590.70MSEC
VICTORY CAPITAL MANAGEMENT INCINCREASED2,048,9503,199,616$761.70M$1.35B$584.07MSEC
BANK OF AMERICA CORP /DE/DECREASED18,962,82818,117,418$7.05B$7.62B$570.75MSEC
Bank of New York Mellon CorpDECREASED14,830,25314,464,171$5.51B$6.08B$570.48MSEC
MASSACHUSETTS FINANCIAL SERVICES CO /MA/INCREASED186,0651,476,812$69.71M$631.00M$561.30MSEC
Aberdeen Group plcINCREASED4,305,9535,109,041$1.60B$2.15B$548.12MSEC
Mitsubishi UFJ Asset Management Co., Ltd.INCREASED6,616,5797,122,168$2.46B$3.00B$535.87MSEC
BANK OF MONTREAL /CAN/INCREASED6,651,0557,023,233$2.47B$2.95B$481.44MSEC
California Public Employees Retirement SystemINCREASED5,178,8685,574,336$1.93B$2.34B$419.32MSEC
AQR CAPITAL MANAGEMENT LLCINCREASED2,259,6303,008,189$823.27M$1.24B$416.19MSEC
AMERICAN CENTURY COMPANIES INCINCREASED6,762,6926,961,359$2.51B$2.93B$413.92MSEC
RENAISSANCE TECHNOLOGIES LLCINCREASED211,2901,110,960$78.55M$467.27M$388.72MSEC
UBS Group AGINCREASED5,472,2645,723,603$2.03B$2.41B$373.03MSEC
Brevan Howard Capital Management LPDECREASED1,123,875109,058$417.80M$45.87M-$371.93MSEC
Capital Research Global InvestorsDECREASED8,624,8138,499,204$3.21B$3.57B$368.57MSEC
HighTower Advisors, LLCEXITED963,041—$358.01M—-$358.01MSEC
Sumitomo Mitsui Trust Group, Inc.DECREASED7,461,3267,437,974$2.77B$3.13B$354.66MSEC

Company AI overview — Tesla, Inc.

Tesla, Inc. designs, manufactures, and sells electric vehicles and energy generation / storage products, and develops autonomy and related software. Global HQ: 1 Tesla Road, Austin, Texas 78725. Common stock trades on NASDAQ as TSLA. Sources: ir.tesla.com; tesla.com; SEC CIK 0001318605.

Short history / footprint. Tesla scaled from early Roadster / Model S eras into a multi-gigafactory manufacturer spanning vehicles, batteries, and energy products, with software and autonomy as strategic pillars in company communications.

Business model & revenue streams. Automotive sales dominate, with Energy Generation and Storage plus services / other (including software and regulatory-credit items as disclosed) contributing. Mix and ASP, production volume, and energy deployments drive results.

Competition. Legacy OEMs’ EV lines, other EV pure-plays, and Chinese EV makers compete on price, range, software, and manufacturing cost. Energy storage peers compete on project wins and battery supply.

Moat (humble take). Brand, vertical integration, and charging / software ecosystems can be advantages — still not immune to price wars, regulation, or execution miss on autonomy timelines.

Challenges & opportunities. Challenges include EV demand elasticity, competition, and regulatory / political headlines. Opportunities track energy storage growth, next vehicle platforms, and autonomy / robotaxi narratives as disclosed by the company — treat timelines as company claims, not guarantees.

Recent update (company IR). Use ir.tesla.com quarterly updates and Forms 10-K / 10-Q. Prefer vehicle delivery / production tables and energy deployments from the issuer; the TradingView widget is secondary.

* Hedge-style footnote. QuantyFight uses a proprietary "hedge-style" label / classification based on portfolio characteristics such as portfolio concentration and number of reported holdings. It is an analytical classification and does not indicate the fund's official legal or regulatory classification.
13F limitations. Form 13F covers U.S. equity long positions above disclosure thresholds for managers that file. It omits most shorts, derivatives detail, non-13F securities, and intra-quarter trading. Filings arrive weeks after quarter-end. Holder lists on this page reflect 13F coverage for Tesla, Inc. (TSLA) as compiled for QuantyFight’s stock view — not a claim that every global holder is listed.

Q2 2026 accession sample (largest holders)

SEC index links for accessions tied to the largest Q2 2026 reported positions. Filing dates live on each EDGAR index page.

AccessionManagerCIKType
0002012383-26-003238BlackRock, Inc.201238313F-HR
0002100119-26-001527VANGUARD CAPITAL MANAGEMENT LLC210011913F-HR
0000093751-26-000507STATE STREET CORP9375113F-HR
0001214717-26-000008GEODE CAPITAL MANAGEMENT, LLC121471713F-HR
0000914208-26-000343Invesco Ltd.91420813F-HR
0002100121-26-001018VANGUARD PORTFOLIO MANAGEMENT LLC210012113F-HR
0001422849-26-000113Capital World Investors142284913F-HR
0000019617-26-000325JPMORGAN CHASE & CO1961713F-HR
0000315066-26-002260FMR LLC31506613F-HR
0000895421-26-000243MORGAN STANLEY89542113F-HR
0001374170-26-000069NORGES BANK137417013F-HR
0000886982-26-000519GOLDMAN SACHS GROUP INC88698213F-HR
0000073124-26-000053NORTHERN TRUST CORP7312413F-HR
0001495115-26-000017Legal & General Group Plc76406813F-HR
0000861177-26-000004UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC86117713F-HR

Sources & provenance

  1. Company site: https://www.tesla.com/
  2. Investor relations: https://ir.tesla.com/
  3. About / overview: https://www.tesla.com/about
  4. Form 13F holdings for period of report 2026-06-30 and 2026-03-31 — individual SEC accession index links in the tables above (EDGAR pattern https://www.sec.gov/Archives/edgar/data/{cik_from_accession}/{accession_nodash}/{accession}-index.htm).
  5. QuantyFight stock page: https://quantyfight.com/stocks/TSLA
  6. Market-cap context on this page ≈ $1.36T from holdings metadata (rounded).

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Educational use only. Not investment advice. 13F figures are delayed snapshots and can be revised. Verify holdings against EDGAR and company figures against the issuer’s investor relations page.

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