Tesla Dropped to 41% of US EV Sales in Q3 — Who Rose? – CleanTechnica

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Following our quarterly report on US electric vehicle sales overall and broken down by model, let’s now get to the breakdown by brand and auto group. Instead of just looking at the 3rd quarter, though, I will compare quarter over quarter and year over year, since the most interesting thing for many of us is how the market is changing. Note, of course, that the 3rd quarter was an abnormal quarter since it was the last time you could get the $7,500 EV tax credit on a new car purchase, leading to a rush of EV purchases and the highest market share for EVs in US history.

Most notable, of course, is Tesla’s shift in the market over time. The company once accounted for 80–90% of US EV sales, but that market share has been sliding for years, and it reached a new low of 40.8% in the 3rd quarter. However, which brands and auto groups have been benefiting from that drop — or causing it, you might say — and which brands are also seeing their influence slide?

Starting with Tesla, though, note that the Texan company’s 40.8% share of the US EV market is down from 48.5% in the 2nd quarter of 2025, down from 49.3% in the 3rd quarter of 2024, and down from 53.9% in the 3rd quarter of 2023. Dropping 13 percentage points in two years is a pretty significant drop.

Still, with 41% of the market, Tesla stands out as far and away the top selling auto brand or auto group for pure EV sales in the United States. Further down the chart, though, who do you think is gaining ground?

These are the big winners in EV market share in the United States:

• Volkswagen Group had the most significant growth in share of the EV market. It rose from 3.7% share in the 2nd quarter to 8.3% share in the 3rd quarter. This is also up from 3.3% share in the 3rd quarter of 2024 and its 3.7% share in the 3rd quarter of 2023.
  • Volkswagen itself rose from 0.9% share in the 2nd quarter to 3.4% share in the 3rd quarter. This is also up from 1.3% share in the 3rd quarter of 2024 but is actually below its 3.7% share in the 3rd quarter of 2023.
  • Audi rose from 1.9% share in the 2nd quarter to 4.1% share in the 3rd quarter. This is also up from 1.6% share in the 3rd quarter of 2024 and 2.6% share in the 3rd quarter of 2023.
• Hyundai–Kia rose from 7.3% share in the 2nd quarter to 10.3% share in the 3rd quarter. This is also up from 8.7% share in the 3rd quarter of 2024 and 8.0% share in the 3rd quarter of 2023.
  • Hyundai rose from 5.3% share in the 2nd quarter to 6.5% share in the 3rd quarter. This is also up from 4.3% share in the 3rd quarter of 2024 and 5.8% share in the 3rd quarter of 2023.
  • Kia rose from 1.7% share in the 2nd quarter to 3.5% share in the 3rd quarter. This is also down from 4.0% share in the 3rd quarter of 2024, though, but up from 2.2% share in the 3rd quarter of 2023.
• Honda Motor Co. rose from 4.1% share in the 2nd quarter to 5.4% share in the 3rd quarter. This is also up from 4.5% share in the 3rd quarter of 2024 and 0% share in the 3rd quarter of 2023.
  • Honda itself (excluding Acura) rose from 2.3% share in the 2nd quarter to 5.1% share in the 3rd quarter. This is also up from 3.7% share in the 3rd quarter of 2024 and 0% share in the 3rd quarter of 2023.
• A bunch of auto brands and groups dropped a bit in their share of the EV market, but most notable was Nissan/Nissan Corp., which dropped from 3.1% in the 2nd quarter to 0.9% share in the 3rd quarter. That’s also down from 3.0% share in the 3rd quarter of 2024 and 2.1% share in the 3rd quarter of 2023.

To close, here are the pure EV sales numbers of the different auto brands and groups in the 3rd quarter: