Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership16,035 shares
Latest Disclosed Value $ 5,961,011
Advisors Asset Management, Inc. reports 4.27% increase in ownership of TSLA / Tesla, Inc.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 16,035 shares of Tesla, Inc. (CH:TSLA) valued at $5,961,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,378 shares of Tesla, Inc.. This represents a change in shares of 4.27% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TESLA COM 88160R101 16,035 657 4.27 5,961 -13.80 0.0990
2026-02-12 2025-12-31 13F TESLA COM 88160R101 15,378 4,237 38.03 6,916 39.58 0.1161
2025-11-06 2025-09-30 13F TESLA COM 88160R101 11,141 3,063 37.92 4,955 93.06 0.0841
2025-08-12 2025-06-30 13F TESLA COM 88160R101 8,078 15 0.19 2,566 22.83 0.0459
2025-05-15 2025-03-31 13F TESLA COM 88160R101 8,063 -755 -8.56 2,090 -41.34 0.0393
2025-02-10 2024-12-31 13F TESLA COM 88160R101 8,818 -154 -1.72 3,561 51.73 0.0656
2024-11-08 2024-09-30 13F TESLA COM 88160R101 8,972 80 0.90 2,347 33.43 0.0431
2024-08-14 2024-06-30 13F TESLA COM 88160R101 8,892 691 8.43 1,760 22.07 0.0343
2024-05-14 2024-03-31 13F TESLA COM 88160R101 8,201 -2,333 -22.15 1,442 -44.94 0.0277
2024-02-14 2023-12-31 13F TESLA COM 88160R101 10,534 -4,771 -31.17 2,617 -31.65 0.0534
2023-11-14 2023-09-30 13F TESLA COM 88160R101 15,305 -2,147 -12.30 3,830 -16.18 0.0826
2023-08-14 2023-06-30 13F TESLA COM 88160R101 17,452 -5,812 -24.98 4,568 -5.35 0.0933
2023-05-12 2023-03-31 13F TESLA COM 88160R101 23,264 -8,533 -26.84 4,826 23.24 0.0982
2023-02-13 2022-12-31 13F TESLA COM 88160R101 31,797 -5,388 -14.49 3,917 -60.30 0.0807
2022-11-08 2022-09-30 13F TESLA MOTORS COM 88160R101 37,185 22,970 161.59 9,863 3.03 0.2074
2022-08-08 2022-06-30 13F TESLA COM 88160R101 14,215 -1,516 -9.64 9,573 -43.53 0.1816
2022-05-17 2022-03-31 13F TESLA COM 88160R101 15,731 -4,093 -20.65 16,952 -19.08 0.2610
2022-02-15 2021-12-31 13F TESLA MOTORS COM 88160R101 19,824 -4,652 -19.01 20,950 10.37 0.2991
2021-11-12 2021-09-30 13F TESLA COM 88160R101 24,476 -10,539 -30.10 18,981 -20.25 0.2886
2021-07-30 2021-06-30 13F TESLA COM 88160R101 35,015 -523 -1.47 23,800 0.27 0.3511
2021-05-07 2021-03-31 13F TESLA COM 88160R101 35,538 1,906 5.67 23,737 0.02 0.3690
2021-02-12 2020-12-31 13F TESLA COM 88160R101 33,632 4,769 16.52 23,733 91.66 0.3925
2020-11-16 2020-09-30 13F TESLA COM 88160R101 28,863 24,429 550.95 12,383 158.63 0.2290
2020-08-12 2020-06-30 13F TESLA COM 88160R101 4,434 2,296 107.39 4,788 327.50 0.0932
2020-05-15 2020-03-31 13F TESLA COM 88160R101 2,138 -236 -9.94 1,120 12.79 0.0266
2020-05-20 2019-12-31 13F/A-1 TESLA COM 88160R101 2,374 132 5.89 993 83.89 0.0174
2020-02-14 2019-12-31 13F TESLA COM 88160R101 2,374 132 993 8,788.9889
2019-11-14 2019-09-30 13F TESLA COM 88160R101 2,242 -613 -21.47 540 -15.36 0.0099
2019-11-14 2019-06-30 13F/A-1 TESLA MOTORS COM 88160R101 2,855 -134 -4.48 638 -23.78 0.0115
2019-08-14 2019-06-30 13F TESLA COM 88160R101 2,855 -134 638
2019-05-15 2019-03-31 13F TESLA MOTORS COM 88160R101 2,989 71 2.43 837 -13.80 0.0149
2019-02-06 2018-12-31 13F/A-1 TESLA COM 88160R101 2,918 -418 -12.53 971 9.97 0.0195
2019-01-31 2018-12-31 13F TESLA COM 88160R101 2,918 -418 971
2018-11-15 2018-09-30 13F TESLA COM 88160R101 3,336 106 3.28 883 -20.31 0.0144
2018-08-22 2018-06-30 13F/A-1 TESLA COM 88160R101 3,230 2,327 257.70 1,108 257.42 0.0188
2018-08-15 2018-06-30 13F TESLA COM 88160R101 169 -734 1,108
2018-05-15 2018-03-31 13F TESLA COM 88160R101 903 -16 -1.74 310 8.39 0.0052
2018-02-13 2017-12-31 13F TESLA COM 88160R101 919 23 2.57 286 -6.54 0.0047
2017-11-07 2017-09-30 13F TESLA COM 88160R101 896 -89 -9.04 306 -14.04 0.0051
2017-08-02 2017-06-30 13F TESLA COM 88160R101 985 222 29.10 356 67.92 0.0059
2017-05-02 2017-03-31 13F TESLA COM 88160R101 763 -97 -11.28 212 21.14 0.0036
2016-10-31 2016-09-30 13F TESLA MTRS COM 88160R101 860 5 0.58 175 -3.31 0.0029
2016-08-08 2016-06-30 13F TESLA MTRS COM 88160R101 855 368 75.56 181 61.61 0.0029
2016-05-16 2016-03-31 13F TESLA MTRS COM 88160R101 487 -10 -2.01 112 -5.88 0.0019
2016-02-10 2015-12-31 13F TESLA MTRS COM 88160R101 497 73 17.22 119 13.33 0.0019
2015-11-16 2015-09-30 13F TESLA MTRS COM 88160R101 424 131 44.71 105 32.91 0.0017
2015-08-11 2015-06-30 13F TESLA MTRS COM 88160R101 293 293 0.00 79 0.0011
2015-02-05 2014-12-31 13F TESLA MTRS COM 88160R101 0 -487 -100.00 0 -100.00
2014-11-13 2014-09-30 13F TESLA MTRS COM 88160R101 487 -1,534 -75.90 118 -75.67 0.0016
2014-08-14 2014-06-30 13F TESLA MTRS COM 88160R101 2,021 -270 -11.79 485 1.46 0.0067
2014-05-15 2014-03-31 13F TESLA MTRS COM 88160R101 2,291 -120 -4.98 478 31.68 0.0072
2014-02-03 2013-12-31 13F TESLA MTRS COM 88160R101 2,411 -32 -1.31 363 -23.26 0.0059
2013-11-15 2013-09-30 13F TESLA MTRS COM 88160R101 2,443 -1,444 -37.15 473 13.16 0.0084
2013-08-14 2013-06-30 13F TESLA MTRS COM 88160R101 3,887 3,887 418 0.0079
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.