Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionLGT Group Foundation
Latest Disclosed Ownership53,534 shares
Latest Disclosed Value $ 19,901,266
LGT Group Foundation reports 26.63% decrease in ownership of TSLA / Tesla, Inc.

On April 28, 2026 - LGT Group Foundation filed a 13F-HR form disclosing ownership of 53,534 shares of Tesla, Inc. (CH:TSLA) valued at $19,901,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 72,967 shares of Tesla, Inc.. This represents a change in shares of -26.63% 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)
2026-04-28 2026-03-31 13F TESLA COM 88160R101 53,534 -19,433 -26.63 19,901 -39.98 0.0644
2026-02-05 2025-12-31 13F TESLA COM 88160R101 72,967 -5,162 -6.61 33,158 -7.63 0.1001
2025-11-13 2025-09-30 13F TESLA COM 88160R101 78,129 -4,877 -5.88 35,897 36.14 0.4113
2025-07-22 2025-06-30 13F TESLA COM 88160R101 83,006 -55,127 -39.91 26,368 -26.35 0.3304
2025-05-13 2025-03-31 13F TESLA COM 88160R101 138,133 -25,177 -15.42 35,799 -45.72 0.4935
2025-02-06 2024-12-31 13F TESLA COM 88160R101 163,310 -3,810 -2.28 65,951 58.48 1.0214
2024-11-13 2024-09-30 13F TESLA COM 88160R101 167,120 27,424 19.63 41,616 50.55 0.6819
2024-08-07 2024-06-30 13F TESLA COM 88160R101 139,696 1,144 0.83 27,643 13.50 0.4362
2024-05-14 2024-03-31 13F TESLA COM 88160R101 138,552 -137,988 -49.90 24,356 -65.21 0.5753
2024-02-06 2023-12-31 13F TESLA COM 88160R101 276,540 -9,033 -3.16 70,014 -2.56 1.5459
2023-11-06 2023-09-30 13F TESLA COM 88160R101 285,573 -5,360 -1.84 71,850 -5.66 1.7755
2023-07-27 2023-06-30 13F TESLA COM 88160R101 290,933 -1,872 -0.64 76,158 25.37 1.8442
2023-04-20 2023-03-31 13F TESLA COM 88160R101 292,805 7,397 2.59 60,745 72.79 1.7446
2023-02-09 2022-12-31 13F TESLA COM 88160R101 285,408 108,478 61.31 35,157 -25.09 1.0992
2022-10-19 2022-09-30 13F TESLA COM 88160R101 176,930 78,863 80.42 46,931 -28.94 1.8278
2022-08-03 2022-06-30 13F TESLA COM 88160R101 98,067 8,862 9.93 66,040 -31.74 2.0120
2022-05-11 2022-03-31 13F TESLA COM 88160R101 89,205 31,999 55.94 96,752 60.04 2.2600
2022-05-03 2021-12-31 13F TESLA COM 88160R101 57,206 57,206 60,455 1.5575
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.