Who Owns Tesla Stock? Holders Rebound to 4,285 in Q2 2026

Published: 2026-09-23 · Data: 2026-Q2 13F Filings

4,285 institutional 13F filers reported holding Tesla, Inc. (TSLA) in Q2 2026, up 3.2% from Q1. That rebound is notable because Tesla is the only one of the three most-searched "who owns" stocks this quarter whose holder count actually fell the prior quarter — Q1 2026 saw a 2.4% drop from Q4 2025, before Q2 recovered past the prior high.

Holder count: a dip, then a rebound

Tesla's institutional base grew quickly through 2025, then paused. The Q1 2026 pullback in filer count breaks the pattern seen in most large-cap names this season, where ownership has been climbing steadily every quarter.

Even with the Q1 dip, the Q2 2026 holder count of 4,285 is up 17.7% from the 3,641 filers that held TSLA a year earlier in Q2 2025 — the fastest year-over-year holder growth of the three mega-cap names covered in this series.

New positions vs. closed positions

Of the 8,521 managers that filed 13Fs in both Q1 and Q2 2026, 226 opened a new TSLA position and 144 closed one out — a net of 82 more openers than closers. TSLA had both the highest count of new positions and the highest count of closed positions among the three tickers in this series, consistent with a stock that sees more active in-and-out trading by 13F filers than steadier holdings do. That new/closed figure only tracks managers present in both quarters, so it won't match the 132-filer rise in the headline holder count exactly; the gap reflects first-time filers and other churn in the broader 8,732-filer universe.

Largest new positions, by % of the buyer's own portfolio

None of Tesla's largest new positions reached the double-digit-plus conviction levels seen among new buyers of some other mega-caps this quarter — the biggest, Ursa Fund Management, put just under 10% of its book into the stock. That's a smaller opening bet, on this measure, than the top new buyers of other widely held names this season.

Full exits, by prior conviction

Thiel Macro LLC exited a TSLA position that had made up 38.8% of its Q1 2026 portfolio — by far the largest conviction unwind in this dataset, more than four times the size of the next-largest exit.

A single manager walking away from over a third of its own book is exactly the kind of move crowding data is built to flag — whether other filers exposed to similar names moved in the same direction that quarter is worth checking before reading too much into one filer's exit.

Highest-conviction holders

These managers had the largest share of their own portfolio in TSLA in Q2 2026. As with any conviction list, several of these are small or narrowly focused filers for whom one position can dominate a short 13F — this is a fact about the filer's book, not a signal about Tesla or a recommendation.

Neumann Advisory Hong Kong Ltd reporting over three-quarters of its book in TSLA points to a small, concentrated filer rather than a diversified fund making a large, deliberate allocation — 13F data alone can't tell us the fund's total size or strategy.

What to watch next season

Q3 2026 13F filings are due by 2026-11-16. Given the Q1-to-Q2 swing already seen this year, the next print will show whether TSLA's holder growth is stabilizing or whether another pullback is coming. It will also confirm whether Thiel Macro's large exit was a one-off rebalancing or the start of a broader retreat from the stock among similar filers — something the fund overlap tool can help check. As always, 13F data lags reality by up to 45 days after quarter-end, so Q2 positioning may already look different by the time Q3 filings post; fund rankings and sector flow data are useful companions to a single stock's ownership count.

Methodology: Counts include every 13F filer (hedge funds, asset managers, banks, advisers). New/closed positions compare only managers that filed both Q1 and Q2 2026. Options (puts/calls) excluded. Conviction is measured as a position's share of the manager's own reported portfolio. Stocks whose CUSIP changed this quarter are excluded from buy/sell rankings. 13F filings cover U.S. long equity positions only, are filed up to 45 days after quarter-end, and exclude shorts, cash and bonds. Source data: SEC EDGAR 13F filings, processed by 13Foresight.

Source: 13Foresight analysis of SEC Form 13F filings. 13F data reflects long US equity positions held at quarter-end and is filed up to 45 days after quarter close. This article is for information only and is not investment advice.