Tokio Marine Asset Management 13F: Adds $2.1M to TSLA Stake

On October 26, 2026, Tokio Marine Asset Management boosted its stake in Tesla, Inc. (TSLA) by 5,848 shares, bringing its total to 124,454 shares valued at approximately $44.2 million. This information comes from the fund's latest Form 13F filing with the SEC.

TSLA Tesla, Inc.

$391.62 ▼ -10.60% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Tokio Marine Asset Management's Tesla Position

Tokio Marine Asset Management's reported value in Tesla increased by about $2,074,928.89 following this share boost, reflecting a 4.9% increase in its holdings. The fund ranks 12th among its 503 reported positions, with Tesla making up 3.02% of its portfolio.

Where Tesla Fits in Tokio Marine Asset Management's Portfolio

With this latest increase, Tesla's position is significant within Tokio Marine's portfolio, holding a rank of 12.

Other Institutional Activity in Tesla

Several other funds also adjusted their Tesla stakes recently. UniSuper Management increased its holdings by 60,092 shares, bringing its total to 482,988 shares valued at about $171.4 million. Gf Fund Management added 15,451 shares, totaling 390,362 shares worth approximately $138.5 million. Ag2R la Mondiale Gestion D'Actifs grew its stake by 9,808 shares, now holding 133,225 shares valued at about $47.3 million.

Tesla, Inc. Stock Up 5.2%

Tesla's stock recently traded around $391.69, which is about equal to its closing price of $391.62 on October 26, 2026. The shares are currently above their 50-day moving average by 7.7% and above their 200-day average by 1.4%. However, they are still 21.5% below the 52-week high of $498.83.

Recent Earnings

Tesla reported trailing twelve-month revenue of approximately $103.6 billion, with an earnings per share (EPS) of $0.91. The company has a net margin of 3.1% and a return on equity (ROE) of 3.8%. The next earnings report is scheduled for January 27, 2027.

Insider Buying and Selling at Tesla, Inc.

Insider transactions at Tesla have shown notable activity. Kathleen Wilson Thompson, a Director, sold 26,409 shares valued at about $9.99 million on April 30, 2026. Chief Financial Officer Vaibhav Taneja sold 3,000 shares for $1.35 million on May 13, 2026, and made two additional sales of 2,605 shares each on June 8 and September 8, 2026, totaling about $1.04 million and $938,419 respectively.

Analysts Set New Price Targets

On October 22, 2026, multiple firms set new price targets for Tesla. UBS maintained a Neutral rating with a target of $425, while CLSA upgraded its rating to Hold with a target of $400. Canaccord Genuity kept a Buy rating with a target of $442, and Morgan Stanley maintained an Equal-Weight rating with a target of $410. Additionally, Barclays upgraded its rating to Overweight with a target of $450 on the same day as Tokio Marine's filing.

About Tesla, Inc.

Tesla, Inc. designs and manufactures electric vehicles and energy systems. The company operates in two segments: Automotive and Energy Generation and Storage. Its operations span the United States, China, and other international markets.

Bottom Line

Investors should watch for Tesla's upcoming earnings report on January 27, 2027, and any further changes in analyst ratings and price targets. Tokio Marine Asset Management's recent filing indicates a continued interest in Tesla as part of its investment strategy.