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Share ownership breakdown

Discussion in 'TSLA Investor Discussions' started by blakegallagher, May 9, 2013.

  1. blakegallagher

    Joined:
    Jul 21, 2012
    Messages:
    935
    Location:
    South Texas
    I am trying to find the breakdown for who owns what percent of company ... such as Elon 20 percent Daimer 15 percent fidelity 10 percent .... these are just made up numbers ... can anyone point me to a list or somewhere I can find the list? Thanks in advance
     
  2. ModelS8794

    ModelS8794 Member

    Joined:
    Nov 29, 2012
    Messages:
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    Location:
    PA






    Tesla Motors, Inc. (NasdaqGS:TSLA) > Public Ownership > Detailed








    Latest Holders


    Holder Common Stock Equivalent Held % Of CSO Market Value (USD in mm)
    Musk, Elon R. (Co-Founder, Chairman, Chief Executive Officer and Product Architect) 27,203,237 23.589 1,517.6
    Fidelity Investments 17,055,505 14.789 951.5
    Capital Research and Management Company 7,081,093 6.14 395.0
    Morgan Stanley Investment Management Inc. 5,355,293 4.644 298.8
    Daimler AG (XTRA:DAI) 4,867,929 4.221 271.6
    The Vanguard Group, Inc. 3,410,804 2.958 190.3
    Allianz Global Investors AG 3,408,824 2.956 190.2
    Artisan Partners Limited Partnership 3,318,400 2.877 185.1
    Marsico Capital Management, LLC 3,261,721 2.828 182.0
    BlackRock, Inc. (NYSE:BLK) 2,548,523 2.21 142.2
    Wells Capital Management Incorporated 2,371,652 2.057 132.3
    Baillie Gifford & Co. 2,351,661 2.039 131.2
    Invesco Ltd. (NYSE:IVZ) 2,340,487 2.029 130.6
    PRIMECAP Management Company 2,041,090 1.77 113.9
    Zevenbergen Capital Investments LLC 1,911,570 1.658 106.6
    JPMorgan Asset Management Holdings Inc. 1,768,452 1.533 98.7
    Jennison Associates LLC 1,768,364 1.533 98.7
    T. Rowe Price Group, Inc. (NasdaqGS:TROW) 1,451,770 1.259 81.0
    Columbia Management Investment Advisers, LLC 1,175,905 1.02 65.6
    Putnam LLC 1,041,088 0.903 58.1
    Wasatch Advisors Inc. 1,001,399 0.868 55.9
    Lord, Abbett & Co. LLC 949,298 0.823 53.0
    American Century Investment Management Inc. 945,719 0.82 52.8
    State Street Global Advisors, Inc. 898,798 0.779 50.1
    Columbia Wanger Asset Management, LLC 850,000 0.737 47.4
    Technology Partners 843,289 0.731 47.0
    Cupps Capital Management, LLC 598,943 0.519 33.4
    Thornburg Investment Management, Inc. 595,056 0.516 33.2
    Nomura Asset Management Co., Ltd. 508,300 0.441 28.4
    AllianceBernstein L.P. 473,787 0.411 26.4
    Norges Bank Investment Management 451,952 0.392 25.2
    Ecofin Limited 401,967 0.349 22.4
    Citigroup Inc., Asset Management Arm 388,742 0.337 21.7
    Northern Trust Global Investments 388,473 0.337 21.7
    Ohio Public Employees Retirement System 384,594 0.333 21.5
    Granahan Investment Management, Inc. 329,400 0.286 18.4
    Gracias J.D., Antonio J. (Lead Independent Director, Member of Audit Committee, Member of Compensation Committee and Member of Nominating & Corporate Governance Committee) 328,027 0.284 18.3
     
  3. zeron

    zeron Member

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    Milky Way
    Disclaimer: not an expert. I think if you own enough of a publicly traded stock, you need to report any changes in ownership. So you could estimate the breakdown from these financial statements.

    For example http://ir.teslamotors.com/secfiling.cfm?filingID=1494730-12-5&CIK=1318605 shows Elon Musk owning 27203237 shares. Google Finance tells us there are 114.52M shares in circulation, so 27203237/114520000 = 23.75% ownership.

     
  4. PureAmps

    PureAmps Model S P85 (#2817)

    Joined:
    Oct 22, 2012
    Messages:
    354
    Location:
    SF Bay Area
    Insiders and 5% holders are reported in SEC filings. Here's the link the latest Proxy (http://www.sec.gov/Archives/edgar/data/1318605/000119312513158904/d506419ddef14a.htm)

    Here's the table from the report:

    [TR="bgcolor: #cceeff"][/TR][TR="bgcolor: #cceeff"][/TR][TR="bgcolor: #cceeff"][/TR][TR="bgcolor: #cceeff"][/TR][TR="bgcolor: #cceeff"][/TR][TR="bgcolor: #cceeff"][/TR][TR="bgcolor: #cceeff"][/TR][TR="bgcolor: #cceeff"][/TR][TR="bgcolor: #cceeff"][/TR]
    Beneficial Owner NameShares
    Beneficially
    Owned
    Percentage
    of Shares
    Beneficially
    Owned
    5% Stockholders



    Elon Musk (1)
    33,076,212
    27.54%
    FMR LLC (2)
    17,066,829
    14.94%
    Capital Research Global Investors (3)
    6,439,293
    5.64%
    Executive Officers & Directors



    Elon Musk (1)
    33,076,212
    27.54%
    Deepak Ahuja (4)
    174,454
    *
    Jeffrey B. Straubel (5)
    483,492
    *
    Gilbert Passin (6)
    65,276
    *
    George Blankenship (7)
    163,296
    *
    Brad W. Buss (8)
    64,178
    *
    Ira Ehrenpreis (9)
    1,668,733
    1.46%
    Antonio J. Gracias (10)
    495,702
    *
    Stephen T. Jurvetson (11)
    313,439
    *
    Harald Kroeger (12)
    4,914,455
    4.30%
    Kimbal Musk (13)
    231,348
    *
    All current executive officers and directors as a group (11 persons) (14)
    41,650,585
    35.05%
    - - - Updated - - -


    You can also view all hedge fund and other asset management holdings (updated quarterly) at this site:

    http://whalewisdom.com/stock/tsla
     
  5. astrotoy

    astrotoy Member

    Joined:
    Jan 24, 2013
    Messages:
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    Location:
    SF Bay Area
    Except for Elon, looks like most all of the big holders are Mutual Fund companies and Investment Companies (including Hedge Funds), with Fidelity, by far the largest - disproportionately large for their size, even though they are very big. Mercedes stands out as the largest non Mutual Fund company.
     

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