Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionCrescent Grove Advisors, LLC
Latest Disclosed Ownership8,877 shares
Latest Disclosed Value $ 3,300,076
Crescent Grove Advisors, LLC reports 0.37% increase in ownership of TSLA / Tesla, Inc.

On May 6, 2026 - Crescent Grove Advisors, LLC filed a 13F-HR form disclosing ownership of 8,877 shares of Tesla, Inc. (CH:TSLA) valued at $3,300,076 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 8,844 shares of Tesla, Inc.. This represents a change in shares of 0.37% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F Tesla Motors Inc Com COMM 88160R101 8,877 33 0.37 3,300 -17.02 0.3112
2026-02-10 2025-12-31 13F Tesla Motors Inc Com COMM 88160R101 8,844 66 0.75 3,977 1.90 0.3691
2025-11-13 2025-09-30 13F Tesla Motors Inc Com COMM 88160R101 8,778 -96 -1.08 3,904 38.50 0.3704
2025-08-13 2025-06-30 13F Tesla Motors Inc Com COMM 88160R101 8,874 -184 -2.03 2,819 20.07 0.2732
2025-04-24 2025-03-31 13F Tesla Motors Inc Com COMM 88160R101 9,058 -155 -1.68 2,347 -36.91 0.2446
2025-01-21 2024-12-31 13F Tesla Motors Inc Com COMM 88160R101 9,213 200 2.22 3,720 57.83 0.3688
2024-10-30 2024-09-30 13F Tesla Motors Inc Com COMM 88160R101 9,013 4 0.04 2,358 32.27 0.2405
2024-07-22 2024-06-30 13F Tesla Motors Inc Com COMM 88160R101 9,009 -1,825 -16.85 1,783 -6.41 0.1953
2024-04-29 2024-03-31 13F Tesla Motors Inc Com COMM 88160R101 10,834 -114 -1.04 1,904 -30.00 0.1986
2024-01-30 2023-12-31 13F Tesla Motors Inc Com COMM 88160R101 10,948 612 5.92 2,720 5.18 0.3033
2023-10-25 2023-09-30 13F Tesla Motors Inc Com COMM 88160R101 10,336 805 8.45 2,586 3.69 0.3222
2023-07-13 2023-06-30 13F Tesla Motors Inc Com COMM 88160R101 9,531 -393 -3.96 2,495 21.19 0.2678
2023-05-03 2023-03-31 13F Tesla Motors Inc Com COMM 88160R101 9,924 -70 -0.70 2,059 67.18 0.2389
2023-01-12 2022-12-31 13F Tesla Motors Inc Com COMM 88160R101 9,994 -372 -3.59 1,231 -55.24 0.1280
2022-11-08 2022-09-30 13F Tesla Motors Inc Com COMM 88160R101 10,366 6,848 194.66 2,750 16.08 0.3177
2022-07-20 2022-06-30 13F Tesla Motors Inc Com COMM 88160R101 3,518 18 0.51 2,369 -37.20 0.2494
2022-05-04 2022-03-31 13F Tesla Motors Inc Com COMM 88160R101 3,500 557 18.93 3,772 21.29 0.3693
2022-01-24 2021-12-31 13F Tesla Motors Inc Com COMM 88160R101 2,943 137 4.88 3,110 42.92 0.2917
2021-10-26 2021-09-30 13F Tesla Motors Inc Com COMM 88160R101 2,806 0 0.00 2,176 14.11 0.2312
2021-07-26 2021-06-30 13F Tesla Motors Inc Com COMM 88160R101 2,806 254 9.95 1,907 11.85 0.2005
2021-05-07 2021-03-31 13F Tesla Motors Inc Com COMM 88160R101 2,552 62 2.49 1,705 -2.96 0.1998
2021-02-01 2020-12-31 13F Tesla Motors Inc Com COMM 88160R101 2,490 10 0.40 1,757 65.13 0.2296
2020-11-06 2020-09-30 13F Tesla Motors Inc Com COMM 88160R101 2,480 1,985 401.01 1,064 98.88 0.2121
2020-08-03 2020-06-30 13F Tesla Motors Inc Com COMM 88160R101 495 0 0.00 535 106.56 0.1131
2020-04-27 2020-03-31 13F Tesla Motors Inc Com COMM 88160R101 495 0 0.00 259 25.12 0.0576
2020-02-03 2019-12-31 13F Tesla Motors Inc Com COMM 88160R101 495 495 207 0.0359
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.