Tesla, Inc.
GB ˙ BATS-CHIXE ˙ US88160R1014
SecurityGB:TL0D / Tesla, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership120,485 shares
Latest Disclosed Value $ 44,790,332
EP Wealth Advisors, Inc. reports 6.20% increase in ownership of TL0D / Tesla, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 120,485 shares of Tesla, Inc. (GB:TL0D) valued at $44,790,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 113,451 shares of Tesla, Inc.. This represents a change in shares of 6.20% 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)
2026-05-14 2026-03-31 13F TESLA COM 88160R101 120,485 7,034 6.20 44,790 -12.21 0.2200
2026-02-18 2025-12-31 13F TESLA COM 88160R101 113,451 10,507 10.21 51,021 56.02 0.2651
2025-08-14 2025-06-30 13F TESLA COM 88160R101 102,944 11,080 12.06 32,701 37.36 0.2149
2025-05-15 2025-03-31 13F TESLA COM 88160R101 91,864 21,146 29.90 23,807 -16.64 0.1902
2025-02-14 2024-12-31 13F TESLA COM 88160R101 70,718 3,848 5.75 28,559 63.24 0.2331
2024-11-15 2024-09-30 13F TESLA COM 88160R101 66,870 3,222 5.06 17,495 38.92 0.1504
2024-08-19 2024-06-30 13F TESLA COM 88160R101 63,648 -7,788 -10.90 12,595 0.29 0.1338
2024-05-14 2024-03-31 13F TESLA COM 88160R101 71,436 9,069 14.54 12,558 -18.97 0.1468
2024-02-28 2023-12-31 13F TESLA COM 88160R101 62,367 12,034 23.91 15,497 23.04 0.1977
2023-11-24 2023-09-30 13F TESLA COM 88160R101 50,333 -52,196 -50.91 12,594 6.96 0.1954
2023-08-14 2023-06-30 13F TESLA COM 88160R101 102,529 101,550 10,372.83 11,775 5,019.57 0.1697
2023-06-05 2023-03-31 13F TESLA COM 88160R101 979 -38,682 -97.53 230 -95.29 0.0040
2023-06-12 2022-12-31 13F TESLA COM 88160R101 39,661 4,437 12.60 4,885 -47.71 0.0880
2022-12-02 2022-09-30 13F TESLA COM 88160R101 35,224 22,815 183.86 9,343 11.80 0.2119
2022-08-11 2022-06-30 13F TESLA COM 88160R101 12,409 3,850 44.98 8,357 -9.39 0.1882
2022-05-20 2022-03-31 13F TESLA COM 88160R101 8,559 1,053 14.03 9,223 16.28 0.2025
2022-02-17 2021-12-31 13F TESLA COM 88160R101 7,506 -153 -2.00 7,932 33.56 0.1875
2021-11-23 2021-09-30 13F/A-1 TESLA COM 88160R101 7,659 235 3.17 5,939 17.70 0.1629
2021-11-16 2021-09-30 13F TESLA COM 88160R101 1,690 -5,734 5,939 0.1629
2021-08-24 2021-06-30 13F TESLA COM 88160R101 7,424 875 13.36 5,046 15.36 0.1399
2021-05-17 2021-03-31 13F TESLA COM 88160R101 6,549 314 5.04 4,374 -0.59 0.1391
2021-02-18 2020-12-31 13F TESLA COM 88160R101 6,235 615 10.94 4,400 82.50 0.1547
2020-11-17 2020-09-30 13F TESLA COM 88160R101 5,620 4,531 416.07 2,411 105.02 0.1037
2020-08-14 2020-06-30 13F TESLA COM 88160R101 1,089 15 1.40 1,176 108.88 0.0502
2020-05-18 2020-03-31 13F TESLA COM 88160R101 1,074 -1,478 -57.92 563 -47.28 0.0276
2020-02-14 2019-12-31 13F TESLA COM 88160R101 2,552 1,281 100.79 1,068 249.02 0.0440
2019-11-18 2019-09-30 13F TESLA COM 88160R101 1,271 -220 -14.76 306 -8.11 0.0152
2019-08-27 2019-06-30 13F TESLA COM 88160R101 1,491 261 21.22 333 -3.20 0.0208
2019-05-20 2019-03-31 13F TESLA COM 88160R101 1,230 -139 -10.15 344 -24.56 0.0331
2019-02-15 2018-12-31 13F TESLA COM 88160R101 1,369 69 5.31 456 32.56 0.0352
2018-11-15 2018-09-30 13F TESLA COM 88160R101 1,300 -41 -3.06 344 -25.22 0.0269
2018-08-14 2018-06-30 13F TESLA COM 88160R101 1,341 210 18.57 460 52.82 0.0434
2018-05-15 2018-03-31 13F TESLA COM 88160R101 1,131 209 22.67 301 4.88 0.0291
2018-02-15 2017-12-31 13F TESLA COM 88160R101 922 -110 -10.66 287 -18.47 0.0303
2017-11-15 2017-09-30 13F TESLA COM 88160R101 1,032 -161 -13.50 352 -18.33 0.0407
2017-08-17 2017-06-30 13F TESLA COM 88160R101 1,193 154 14.82 431 49.13 0.0528
2017-05-15 2017-03-31 13F TESLA COM 88160R101 1,039 -50 -4.59 289 30.77 0.0399
2017-02-15 2016-12-31 13F TESLA MTRS COM 88160R101 1,089 -17 -1.54 221 -2.21 0.0323
2016-11-14 2016-09-30 13F TESLA MTRS COM 88160R101 1,106 -20 -1.78 226 -5.44 0.0353
2016-08-15 2016-06-30 13F TESLA MTRS COM 88160R101 1,126 -2,325 -67.37 239 -69.86 0.0381
2016-05-16 2016-03-31 13F TESLA MTRS COM 88160R101 3,451 3,451 206.48 793 231.80 0.1216
2016-02-16 2015-12-31 13F TESLA MTRS COM 88160R101 0 -1,003 -100.00 0 -100.00
2015-11-17 2015-09-30 13F TESLA MTRS COM 88160R101 1,003 1,003 249 0.0475
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.