TSLA supply chain intelligence for Tesla, Inc.: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
Tesla, Inc. (TSLA) is shown with relationship data already present in ChainSifter's database. Counts below come from stored supply-chain records and filing/source URLs where available; missing source URLs are not filled in or estimated.
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| LVO | LiveOne, Inc. | 92% | Reciprocal relationship from LVO graph: Reciprocal relationship from TSLA graph: Reciprocal relationship from LVO graph: Reciprocal relationship from TSLA graph: Reciprocal relationship from LVO grap… |
| MATW | Matthews International Corporation | 92% | Reciprocal relationship from MATW graph: Net contract assets at March 31, 2026 and September 30, 2025 predominantly related to ongoing projects with Tesla, Inc. ("Tesla"). |
| SPACEX | SPACEX | 92% | SpaceX is party to certain commercial, licensing and support agreements with Tesla. Under these agreements, Tesla incurred expenses of approximately $11.4 million in 2025 and $1.5 million through Feb… |
| THIRD-PARTY-LENDER | THIRD-PARTY-LENDER | 92% | we also offer solar loans, whereby a third-party lender provides financing directly to a qualified customer to enable the customer to purchase and own a solar energy system designed, installed and se… |
| OTHER-AUTOMOTIVE-MANUFACTURERS | OTHER-AUTOMOTIVE-MANUFACTURERS | 90% | Our revenue from non-ZEV regulatory credits generally follows our production and delivery trends as we have long-term contracts with existing customers for the sale of these credits. |
| REDWOOD | REDWOOD | 90% | Redwood is party to commercial agreements with Tesla. Under these agreements, Tesla incurred expenses of approximately $3.3 million in 2025 and $0.7 million through February 2026. |
| SUPPLIERS | SUPPLIERS | 90% | We are dependent on our suppliers, including single source suppliers, and the inability of these suppliers to deliver necessary components of our products in a timely manner at prices, quality levels… |
| REAL-ESTATE-DEVELOPERS-AND-BUILDERS | REAL-ESTATE-DEVELOPERS-AND-BUILDERS | 85% | We continue to improve our installation capability and efficiency, including through collaboration with real estate developers and builders on new homes. |
| XAI-HOLDINGS-CORP | XAI-HOLDINGS-CORP | 85% | xAI Holdings was acquired by and became a wholly owned subsidiary of SpaceX pursuant to a merger transaction. |
| CHANNEL-PARTNERS | CHANNEL-PARTNERS | 80% | we sell retrofit solar energy systems to customers and certain channel partners |
| SPACE-EXPLORATION-TECHNOLOGIES-CORP | SPACE-EXPLORATION-TECHNOLOGIES-CORP | 80% | Mr. Musk also currently serves as Chief Executive Officer and Chief Technical Officer of Space Exploration Technologies Corp., a developer and manufacturer of space launch vehicles |
| TBC | TBC | 80% | TBC is party to certain commercial agreements with Tesla. Under these agreements, Tesla incurred expenses of approximately $0.9 million in 2025. |
| MULTINATIONAL-BANKS | MULTINATIONAL-BANKS | 70% | The risk of concentration for our convertible note hedges and interest rate swaps is mitigated by transacting with several highly-rated multinational banks |
| SEVERAL-HIGHLY-RATED-MULTINATIONAL-BANKS | SEVERAL-HIGHLY-RATED-MULTINATIONAL-BANKS | 70% | The risk of concentration for our convertible note hedges and interest rate swaps is mitigated by transacting with several highly-rated multinational banks |
| HIGH-CREDIT-QUALITY-FINANCIAL-INSTITUTIONS | HIGH-CREDIT-QUALITY-FINANCIAL-INSTITUTIONS | 60% | These deposits are typically in excess of insured limits |
| HIGH-CREDIT-QUALITY-FINANCIAL-INSTITUTIONS-IN-TH | HIGH-CREDIT-QUALITY-FINANCIAL-INSTITUTIONS-IN-TH | 60% | These deposits are typically in excess of insured limits |
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| COMMERCIAL-BANKING-PARTNERS | COMMERCIAL-BANKING-PARTNERS | 92% | We offer resale value guarantees to our commercial banking partners in connection with certain vehicle leasing programs. |
| MYPOWER | MYPOWER | 92% | As of March 31, 2021 and December 31, 2020, the total outstanding balance of MyPower customer notes receivable, net of allowance for credit losses, was $ 324 million and $ 334 million, respectively |
| REGULATORY-CREDIT-BUYERS | REGULATORY-CREDIT-BUYERS | 92% | Our revenue from regulatory credit sales in the three months ended September 30, 2019 was $134 million while it was $216 million in the three months ended March 31, 2019 |
| REGULATORY-CREDITS | REGULATORY-CREDITS | 92% | Automotive sales revenue includes revenues related to cash deliveries of new Model S, Model X, Model 3 and Model Y vehicles, including access to our Supercharger network, internet connectivity, FSD f… |
| SPACEX | SPACEX | 92% | Tesla also recognized revenue of approximately $143.3 million in 2025, primarily for the sale of vehicles at rates generally available to unaffiliated third parties under the same or similar circumst… |
| CUSTOMER | CUSTOMER | 90% | we install our solar energy systems at our customer's premises and charge the customer a monthly fee |
| CUSTOMERS | CUSTOMERS | 90% | We sell our Solar Roof, which combines premium glass roof tiles with energy generation, directly to customers, as well as through channel customers. |
| ENERGY-GENERATION-AND-STORAGE-CUSTOMERS | ENERGY-GENERATION-AND-STORAGE-CUSTOMERS | 90% | Energy generation and storage sales revenues consists of the sale of solar energy systems and energy storage systems to residential, small commercial, and large commercial and utility grade customers |
| LOCAL-AND-STATE-GOVERNMENT-AGENCIES | LOCAL-AND-STATE-GOVERNMENT-AGENCIES | 90% | deferred revenue also includes the portion of rebates and incentives received from various local and state government agencies |
| OTHER-AUTOMOTIVE-MANUFACTURERS | OTHER-AUTOMOTIVE-MANUFACTURERS | 90% | Our revenue from non-ZEV regulatory credits generally follows our production and delivery trends as we have long-term contracts with existing customers for the sale of these credits. |
| REDWOOD | REDWOOD | 90% | Tesla also recognized approximately $12.9 million in 2025 and approximately $1.1 million through February 2026 as a reduction of cost of revenues for the sale of certain scrap materials to Redwood. |
| UTILITIES | UTILITIES | 90% | We also sell Powerwall directly to utilities. |
| UTILITY-COMPANIES | UTILITY-COMPANIES | 90% | deferred revenue also includes the portion of rebates and incentives received from utility companies |
| CHANNEL-PARTNERS | CHANNEL-PARTNERS | 85% | we sell Powerpack and Megapack systems to commercial and utility customers through our channel partner network. |
| COMMERCIAL-CUSTOMERS | COMMERCIAL-CUSTOMERS | 85% | In the U.S and Mexico, we also sell installed solar energy systems (with or without energy storage) to commercial customers through cash, lease and PPA transactions. |
| GROHMANN-ENGINEERING-GMBH | GROHMANN-ENGINEERING-GMBH | 85% | . The ASU aligns the requirements for capitalizing implementation costs incurred in a hosting arrangement that is a service contract with the requirements for capitalizing implementation costs incurr… |
| LEASING-PARTNERS | LEASING-PARTNERS | 85% | ver the term of the related lease agreement. Our policy is to exclude taxes collected from a customer from the transaction price of automotive contracts. Vehicle Sales to Leasing Partners with a Resa… |
| OTHER-MANUFACTURERS | OTHER-MANUFACTURERS | 85% | sales of electric vehicle components to other manufacturers |
| RESALE-VALUE-GUARANTEE-COUNTERPARTIES | RESALE-VALUE-GUARANTEE-COUNTERPARTIES | 85% | When our counterparty retains ownership under our resale value guarantee leasing programs, any remaining balances within deferred revenue and resale value guarantee are settled to automotive leasing … |
| RESALE-VALUE-GUARANTEE-LEASING-COUNTERPARTIES | RESALE-VALUE-GUARANTEE-LEASING-COUNTERPARTIES | 85% | When our counterparty retains ownership under our resale value guarantee leasing programs, any remaining balances within deferred revenue and resale value guarantee are settled to automotive leasing … |
| GOVERNMENT-REBATES | GOVERNMENT-REBATES | 80% | As of March 31, 2024 and December 31, 2023, government rebates receivable was $ 572 million and $ 378 million, respectively, in Accounts receivable, net for the current portion |
| INTERNATIONAL-SALES-ORGANIZATION | INTERNATIONAL-SALES-ORGANIZATION | 80% | Outside of the U.S., we use our international sales organization and a network of channel partners to market and sell these products for the residential market |
| PPA-CUSTOMERS | PPA-CUSTOMERS | 80% | Energy generation and storage sales revenues include agreements for solar energy systems and power purchase agreements (PPAs) that commence after January 1, 2019 |
| RESIDENTIAL-CUSTOMERS | RESIDENTIAL-CUSTOMERS | 80% | such partners typically sell the product to residential customers and manage the installation in customer homes |
| THIRD-PARTY-CUSTOMERS | THIRD-PARTY-CUSTOMERS | 80% | sales by our acquired subsidiaries to third party customers |
| REAL-ESTATE-DEVELOPERS-AND-BUILDERS | REAL-ESTATE-DEVELOPERS-AND-BUILDERS | 75% | including through collaboration with real estate developers and builders on new homes |
| CYATY | CONTEMPORARY AMPEREX TECHNOLOGY | 72% | Reciprocal relationship from CYATY graph: Reciprocal relationship from TSLA graph: Reciprocal relationship from CYATY graph: Reciprocal relationship from TSLA graph: lities. If we experience producti… |
| CYATY | CONTEMPORARY AMPEREX TECHNOLOGY | 72% | lities. If we experience production delays or inaccurately forecast demand, our business, financial condition and operating results may be harmed. Moreover, because of our unique expertise with our v… |
| BMW-FORD-LEXUS-MERCEDES-VOLKSWAGEN-GROUP | BMW-FORD-LEXUS-MERCEDES-VOLKSWAGEN-GROUP | 62% | nd support of their products. In particular, some competitors are competing or preparing to compete with us in important and large markets for electric vehicles, such as in China and Europe. Increase… |
| CAPITAL-RESOURCES | CAPITAL-RESOURCES | 62% | vices and collision revenue, and cost of paid Supercharging sessions. Gross margin for total automotive increased from 16.2% to 21.1% in the three months ended March 31, 2026 as compared to the three… |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| TSLA-DEBT-3772 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2021-12-31. |
| TSLA-DEBT | Debt stack $1.9B | 90% | Market cache reports total debt of $1.9B. |
| TSLA-DEBT-3771 | Warrants outstanding: 3090111 | 90% | xbrl warrant detail from xbrl 2019-12-31. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| TSLA-OWNER-NORGES-BANK | NORGES BANK | 95% | 13F/ownership overlay lists NORGES BANK; shares held 37,272,002; ownership 0.99%; value $15.9B; as of 2025-06-30. |
| TSLA-OWNER-CAPITAL-WORLD-INVESTORS | Capital World Investors | 95% | 13F/ownership overlay lists Capital World Investors; shares held 42,484,452; ownership 1.13%; value $15.4B; as of 2025-12-31. |
| TSLA-OWNER-STATE-STREET-CORPORATION | State Street Corporation | 95% | 13F/ownership overlay lists State Street Corporation; shares held 113,762,849; ownership 3.03%; value $48.6B; as of 2025-09-30. |
| TSLA-OWNER-JPMORGAN-CHASE-CO | JPMORGAN CHASE & CO | 95% | 13F/ownership overlay lists JPMORGAN CHASE & CO; shares held 44,591,616; ownership 1.19%; value $16.1B; as of 2025-12-31. |
| TSLA-OWNER-MORGAN-STANLEY | Morgan Stanley | 95% | 13F/ownership overlay lists Morgan Stanley; shares held 35,783,015; ownership 0.95%; value $12.9B; as of 2025-12-31. |
| TSLA-OWNER-FMR-LLC | FMR, LLC | 95% | 13F/ownership overlay lists FMR, LLC; shares held 36,091,120; ownership 0.96%; value $15.4B; as of 2025-09-30. |
| TSLA-OWNER-GEODE-CAPITAL-MANAGEMENT-LLC | Geode Capital Management, LLC | 95% | 13F/ownership overlay lists Geode Capital Management, LLC; shares held 65,325,029; ownership 1.74%; value $27.9B; as of 2025-09-30. |
| TSLA-OWNER-GOLDMAN-SACHS-GROUP-INC | Goldman Sachs Group Inc | 95% | 13F/ownership overlay lists Goldman Sachs Group Inc; shares held 27,412,984; ownership 0.73%; value $9.9B; as of 2025-12-31. |
| TSLA-OWNER-VANGUARD-CAPITAL-MANAGEMENT-LLC | Vanguard Capital Management LLC | 95% | 13F/ownership overlay lists Vanguard Capital Management LLC; shares held 182,850,783; ownership 4.87%; value $79.3B; as of 2026-03-31. |
| TSLA-OWNER-VANGUARD-GROUP-INC | Vanguard Group Inc | 95% | 13F/ownership overlay lists Vanguard Group Inc; shares held 258,925,024; ownership 6.90%; value $110.6B; as of 2025-12-31. |
| TSLA-OWNER-BLACKROCK-INC | Blackrock Inc. | 95% | 13F/ownership overlay lists Blackrock Inc.; shares held 206,739,699; ownership 5.51%; value $88.3B; as of 2025-09-30. |
| TSLA | Tesla, Inc. | 82% | MUSK KIMBAL J | sell | 75000 shares |
| TSLA | Tesla, Inc. | 82% | Wilson-Thompson Kathleen | C/O TESLA, INC. | sell | 7501 shares |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-09-30. |
| TSLA | Tesla, Inc. | 82% | MUSK KIMBAL J | sell | 91588 shares |
| TSLA | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 2564 shares |
| TSLA | Tesla, Inc. | 82% | MURDOCH JAMES RUPERT | sell | 120000 shares |
| TSLA | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 4000 shares |
| TSLA | Tesla, Inc. | 82% | MURDOCH JAMES RUPERT | sell | 54776 shares |
| TSLA | Tesla, Inc. | 82% | DENHOLM ROBYN M | sell | 112390 shares |
| TSLA | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 6000 shares |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-09-30. |
| TSLA | Tesla, Inc. | 82% | WILSON - THOMPSON KATHLEEN | sell | 25731 shares |
| TSLA | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 7000 shares |
| TSLA | Tesla, Inc. | 82% | EHRENPREIS IRA MATTHEW | sell | 477572 shares |
| TSLA | Tesla, Inc. | 82% | DENHOLM ROBYN M | sell | 112390 shares |
| TSLA | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 3000 shares |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-09-30. |
| TSLA | Tesla, Inc. | 82% | MURDOCH JAMES RUPERT | option_exercise | 90000 shares |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-12-31. |
| Ticker | Name | Chain Index | Hops | Relationship Types |
|---|---|---|---|---|
| LEA | Lear Corporation | 100.00 | 2 | |
| GWH | ESS Tech, Inc. | 100.00 | 2 | |
| DE | Deere & Company | 100.00 | 1 | ['customer'] |
| STI | Solidion Technology, Inc. | 100.00 | 2 | |
| SATS | EchoStar Corporation | 100.00 | 2 | |
| VFS | VinFast Auto Ltd. | 100.00 | 2 | |
| LVO | LiveOne, Inc. | 100.00 | 1 | ['supplier'] |
| EPOW | E-Power Inc. | 100.00 | 2 | |
| MATW | Matthews International Corporation | 100.00 | 1 | ['supplier'] |
| SPACEX | SPACEX | 63.48 | 1 | ['receiving'] |
| TWI | Titan International, Inc. | 50.00 | 2 | |
| MEC | Mayville Engineering Company, Inc. | 50.00 | 2 | |
| MSTR | Strategy Inc | 50.00 | 2 | |
| SEMR | Semrush Holdings, Inc. | 50.00 | 2 | |
| SFIX | Stitch Fix, Inc. | 50.00 | 2 | |
| SIDU | Sidus Space, Inc. | 50.00 | 2 | |
| SITE | SiteOne Landscape Supply, Inc. | 50.00 | 2 | |
| SEAT | Vivid Seats Inc. | 50.00 | 2 | |
| SES | SES AI Corporation | 50.00 | 2 | |
| TITN | Titan Machinery Inc. | 50.00 | 2 |