TSLA supply chain intelligence for Tesla, Inc.: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| LVO | LiveOne, Inc. | 92% | Reciprocal relationship from LVO graph: Our business is dependent, and we believe that it will continue to depend, on our customer relationship with Tesla, which accounted for 51% of our consolidated… |
| 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 |
| 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 |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| TSLA-DEBT-3772 | Xbrl Convertible | 90% | xbrl convertible detail from xbrl 2021-12-31. |
| TSLA-DEBT | Debt stack $15.9B | 90% | Market cache reports total debt of $15.9B. |
| TSLA-DEBT-3771 | Warrants outstanding: 3090111 | 90% | xbrl warrant detail from xbrl 2019-12-31. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| 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-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-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-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-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-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-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-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-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-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 | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 4000 shares |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-12-31. |
| TSLA | Tesla, Inc. | 82% | DENHOLM ROBYN M | sell | 112395 shares |
| TSLA | Tesla, Inc. | 82% | MUSK KIMBAL J | sell | 91588 shares |
| TSLA | Tesla, Inc. | 82% | DENHOLM ROBYN M | sell | 112390 shares |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-12-31. |
| TSLA | Tesla, Inc. | 82% | DENHOLM ROBYN M | sell | 112390 shares |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-09-30. |
| TSLA | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 6000 shares |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-09-30. |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-09-30. |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-09-30. |
| TSLA | Tesla, Inc. | 82% | beneficial ownership event from 2025-09-30. |
| TSLA | Tesla, Inc. | 82% | ZHU XIAOTONG | option_exercise | 20000 shares |
| TSLA | Tesla, Inc. | 82% | WILSON - THOMPSON KATHLEEN | sell | 25809 shares |
| TSLA | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 2264 shares |
| TSLA | Tesla, Inc. | 82% | Wilson-Thompson Kathleen | C/O TESLA, INC. | sell | 7501 shares |
| TSLA | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 2672 shares |
| TSLA | Tesla, Inc. | 82% | TANEJA VAIBHAV | sell | 3000 shares |
| Ticker | Name | Chain Index | Hops | Relationship Types |
|---|---|---|---|---|
| STI | Solidion Technology, Inc. | 100.00 | 2 | |
| GWH | ESS Tech, Inc. | 100.00 | 2 | |
| EPOW | E-Power Inc. | 100.00 | 2 | |
| VFS | VinFast Auto Ltd. | 100.00 | 2 | |
| LEA | Lear Corporation | 100.00 | 2 | |
| MATW | Matthews International Corporation | 100.00 | 1 | ['supplier'] |
| LVO | LiveOne, Inc. | 100.00 | 1 | ['supplier'] |
| SATS | EchoStar Corporation | 100.00 | 2 | |
| SPACEX | SPACEX | 63.48 | 1 | ['receiving'] |
| MERLIN | MERLIN | 50.00 | 2 | |
| FLNC | Fluence Energy, Inc. | 50.00 | 2 | |
| BLGO | BioLargo, Inc. | 50.00 | 2 | |
| BMI | Badger Meter, Inc. | 50.00 | 2 | |
| SIDU | Sidus Space, Inc. | 50.00 | 2 | |
| SES | SES AI Corporation | 50.00 | 2 | |
| CYATY | CONTEMPORARY AMPEREX TECHNOLOGY | 38.88 | 1 | ['receiving'] |
| UAL | United Airlines Holdings, Inc. | 33.63 | 2 |