Mirae Asset Securities (Usa) 13F: Adds $36M to Tesla (TSLA) Stake

Mirae Asset Securities significantly expanded its investment in Tesla, Inc. (NasdaqGS: TSLA) during the period, picking up a sizable block of shares according to a Form 13F filing with the SEC on October 15, 2026. Institutional filings like this one look backward at the previous quarter and may not reflect the investor's current holdings today.

What Changed in Mirae Asset Securities's Tesla Position

Mirae Asset Securities lifted its stake in the electric vehicle maker by a notable 199.3%, purchasing an additional 100,149 shares. The fund ended the period with 150,389 shares of Tesla, carrying a total reported value of about $53.4 million. That follows a prior holding of 50,240 shares.

Other Institutional Activity in Tesla

Other large institutional investors also adjusted their positions in the automaker around the same reporting cycle. BlackRock Inc. grew its holdings by 6,034,568 shares, ending with 214,123,129 shares worth about $75.9 billion. Vanguard Capital Management LLC added 1,170,261 shares, bringing its total to 184,023,551 shares valued at roughly $65.3 billion. State Street Corporation increased its stake by 2,764,093 shares to finish with 117,456,756 shares worth about $41.7 million. Geode Capital Management, LLC lifted its holdings by 911,247 shares, ending with 68,914,720 shares valued at approximately $24.4 billion. Invesco Ltd. boosted its position by 581,756 shares, closing out the period with 55,464,442 shares worth about $19.7 million.

Tesla, Inc. Stock Down 4.0%

Tesla shares recently traded around $352.30, sitting below their 50-day moving average of $358.76 and trailing the 200-day moving average of $388.49. The stock trades well above its 52-week low of $297.38 while remaining below its 52-week high of $498.83. The company carries a price-to-earnings ratio of 335.59.

Recent Earnings

Tesla reported trailing twelve-month revenue of $103.6 billion and trailing earnings of $1.08 per share. The company posted a net profit margin of 3.7% and a return on equity of 4.7%. As the company approaches its next earnings report on October 21, 2026, market participants continue to watch production and delivery metrics closely.

Insider Buying and Selling at Tesla, Inc.

Company insiders executed several transactions prior to the filing. Director Thompson Kathleen Wilson disposed of 26,409 shares on April 30, 2026, for a total value of about $9.9 million. Chief Financial Officer Vaibhav Taneja sold 3,000 shares on May 13, 2026, at an average price of $450.00 for a total of $1.3 million. Taneja later sold 2,605 shares on June 8, 2026, at $402.20 per share, and another 2,605 shares on September 8, 2026, at an average price of $360.13.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On September 28, 2026, JP Morgan maintained a neutral rating with a $415.00 price target, down from its prior target of $445.00. UBS maintained a neutral rating on October 7, 2026, while lifting its target from $385.00 to $391.00. Tigress Financial maintained a buy rating and a $550.00 price target on October 8, 2026. Jefferies maintained a hold rating on October 12, 2026, raising its target from $350.00 to $400.00. GLJ Research reiterated a sell rating with a $24.86 price target on October 15, 2026. Overall, the stock carries a consensus buy rating and an average price target of $397.83.

About Tesla, Inc.

Headquartered in Austin, Texas, Tesla designs, builds, and sells electric vehicles alongside energy generation and storage systems. The company operates across automotive and energy segments, offering regulatory credits and various maintenance and insurance services. Institutional interest remains high as the firm scales its operations globally.

Bottom Line

Mirae Asset Securities's expanded position highlights shifting institutional sentiment ahead of the company's upcoming earnings release on October 21, 2026. Keep in mind that 13F filings are historical snapshots showing positions at the close of a previous quarter and may not reflect the investor's current holdings today. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.