NIO Inc.
NIO- Exchange
- NYSE
- Industry
- Motor Vehicles & Passenger Car Bodies
- SEC CIK
- 0001736541
No open-market purchases or sales by NIO Inc. insiders were filed in the last 90 days; 423 institutions reported holding it in 13F filings for Q2 2026, worth $1.38B in total; no superinvestor holds it.
Other share classesNIOIF
13F holders, Q2 2021
Institutional positions in NIO Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 661
- +76 vs. Q1 2021
- Shares held
- 477.2M
- +10.7M (+2.3%) vs. Q1 2021
- Total value
- $25.4B
- +$7.20B (+39.6%) vs. Q1 2021
- New holders
- 137
- 252 more added
- Sold out
- 61
- 165 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 423 | $1.38B |
| Q1 2026 | 434 | $1.68B |
| Q4 2025 | 437 | $1.62B |
| Q3 2025 | 411 | $2.45B |
| Q2 2025 | 385 | $573.1M |
| Q1 2025 | 414 | $843.7M |
| Q4 2024 | 431 | $774.7M |
| Q3 2024 | 442 | $1.19B |
| Q2 2024 | 475 | $1.14B |
| Q1 2024 | 482 | $1.49B |
| Q4 2023 | 501 | $3.77B |
| Q3 2023 | 477 | $3.86B |
| Q2 2023 | 484 | $4.82B |
| Q1 2023 | 496 | $5.19B |
| Q4 2022 | 519 | $5.07B |
| Q3 2022 | 504 | $8.15B |
| Q2 2022 | 545 | $11.8B |
| Q1 2022 | 529 | $11.3B |
| Q4 2021 | 607 | $17.2B |
| Q3 2021 | 580 | $17.3B |
| Q2 2021 | 661 | $25.4B |
| Q1 2021 | 586 | $18.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RPG Investment Advisory, LLC | 475 | $25.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 488 | $26.0K | 0.01% | −519−51.5% | Reduced |
| Carroll Financial Associates, Inc. | 498 | $26.0K | 0.00% | +498 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $27.0K | 0.01% | −191−27.6% | Reduced |
| 1832 Asset Management L.P. | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 500 | $27.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 500 | $27.0K | 0.00% | +500 | New |
| Modus Advisors, LLC | 503 | $27.0K | 0.01% | +503 | New |
| BDO Wealth Advisors, LLC | 532 | $28.0K | 0.00% | −50−8.6% | Reduced |
| CKW Financial Group | 550 | $28.0K | 0.00% | +50+10.0% | Added |
| Castleview Partners, LLC | 535 | $28.0K | 0.01% | +535 | New |
| Huntington National Bank | 544 | $29.0K | 0.00% | +44+8.8% | Added |
| Washington Trust Co | 579 | $31.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 585 | $31.0K | 0.01% | +585 | New |
| Simon Quick Advisors, LLC | 603 | $32.0K | 0.01% | +500+485.4% | Added |
| Private Capital Group, LLC | 615 | $33.0K | 0.01% | −71−10.3% | Reduced |
| Activest Wealth Management | 644 | $34.0K | 0.03% | −667−50.9% | Reduced |
| Atlas Private Wealth Advisors | 640 | $34.0K | 0.02% | −157−19.7% | Reduced |
| Carolinas Wealth Consulting LLC | 662 | $35.0K | 0.01% | −338−33.8% | Reduced |
| Close Asset Management Ltd | 665 | $35.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 682 | $36.0K | 0.01% | +60+9.6% | Added |
| JFS Wealth Advisors, LLC | 700 | $37.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 750 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 753 | $40.0K | 0.02% | +753 | New |
| Beck Bode, LLC | 756 | $40.0K | 0.01% | +756 | New |
| Bedel Financial Consulting, Inc. | 778 | $41.0K | 0.01% | +25+3.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 800 | $42.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $43.0K | 0.01% | −300−27.3% | Reduced |
| Adirondack Trust Co | 830 | $44.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,020 | $45.0K | 0.01% | +130+14.6% | Added |
| Wolff Wiese Magana LLC | 869 | $46.0K | 0.03% | +24+2.8% | Added |
| Kings Point Capital Management | 882 | $47.0K | 0.00% | −250−22.1% | Reduced |
| First Horizon Corp | 900 | $47.0K | 0.00% | +300+50.0% | Added |
| Advisors Asset Management, Inc. | 887 | $47.0K | 0.00% | +472+113.7% | Added |
| Trustcore Financial Services, LLC | 901 | $48.0K | 0.01% | −70−7.2% | Reduced |
| Salem Investment Counselors Inc | 900 | $48.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 920 | $49.0K | 0.01% | +606+193.0% | Added |
| Optimum Investment Advisors | 960 | $51.0K | 0.02% | −1,746−64.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 1,000 | $53.0K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,000 | $53.0K | 0.01% | +1,000 | New |
| Albion Financial Group | 1,030 | $55.0K | 0.00% | +1,030 | New |
| Archer Investment Corp | 1,045 | $55.6K | 0.02% | +100+10.6% | Added |
| Front Row Advisors LLC | 1,600 | $58.0K | 0.02% | +350+28.0% | Added |
| Ancora Advisors, LLC | 1,117 | $59.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,153 | $61.0K | 0.02% | +90+8.5% | Added |
| Parkside Financial Bank & Trust | 1,200 | $64.0K | 0.02% | +200+20.0% | Added |
| Ten Capital Wealth Advisors, LLC | 1,220 | $65.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,220 | $65.0K | 0.00% | +320+35.6% | Added |
| Psagot Investment House Ltd. | 1,300 | $69.0K | 0.00% | −400−23.5% | Reduced |
| TSFG, LLC | 1,300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,352 | $72.0K | 0.01% | +1,352 | New |
| Shay Capital LLC | 1,437 | $76.0K | 0.02% | +1,437 | New |
| HM Payson & Co | 1,450 | $77.0K | 0.00% | −228−13.6% | Reduced |
| First PREMIER Bank | 1,500 | $80.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,521 | $81.0K | 0.01% | −3−0.2% | Reduced |
| Toth Financial Advisory Corp | 1,699 | $90.0K | 0.01% | +250+17.3% | Added |
| Hantz Financial Services, Inc. | 1,750 | $93.0K | 0.00% | +740+73.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,820 | $96.0K | 0.01% | +1,020+127.5% | Added |
| First Command Bank | 1,890 | $101.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,890 | $101.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,921 | $102.0K | 0.02% | −144−7.0% | Reduced |
| Centaurus Financial, Inc. | 1,986 | $106.0K | 0.01% | +1,986 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2,010 | $107.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,006 | $107.0K | 0.00% | +2,006 | New |
| Parallel Advisors, LLC | 2,031 | $108.0K | 0.00% | −506−19.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 2,059 | $110.0K | 0.07% | −120−5.5% | Reduced |
| Blume Capital Management, Inc. | 2,080 | $111.0K | 0.04% | −25−1.2% | Reduced |
| Systematic Alpha Investments, LLC | 2,500 | $111.0K | 0.01% | +2,500 | New |
| Cordasco Financial Network | 2,235 | $119.0K | 0.08% | +735+49.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,322 | $124.0K | 0.03% | −114−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,366 | $126.0K | 0.00% | +16+0.7% | Added |
| Proequities, Inc. | 2,496 | $133.0K | 0.01% | +265+11.9% | Added |
| Berman Capital Advisors, LLC | 2,527 | $134.0K | 0.02% | +2,517+25,170.0% | Added |
| Manchester Capital Management LLC | 2,575 | $137.0K | 0.02% | +356+16.0% | Added |
| Evolution Wealth Advisors, LLC | 3,000 | $160.0K | 0.03% | +3,000 | New |
| AdvisorNet Financial, Inc | 3,193 | $170.0K | 0.01% | +602+23.2% | Added |
| Brewin Dolphin Ltd | 3,352 | $178.3K | 0.01% | +110+3.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,407 | $181.0K | 0.03% | +520+18.0% | Added |
| Fifth Third Bancorp | 3,678 | $196.0K | 0.00% | −171−4.4% | Reduced |
| Stratos Wealth Advisors, LLC | 3,801 | $202.0K | 0.02% | +3,801 | New |
| International Assets Investment Management, LLC | 3,830 | $204.0K | 0.04% | −4,496−54.0% | Reduced |
| Avidian Wealth Solutions, LLC | 3,855 | $205.0K | 0.02% | +3,855 | New |
| Dynamic Advisor Solutions LLC | 3,915 | $208.0K | 0.02% | +3,915 | New |
| Harbour Investments, Inc. | 3,941 | $210.0K | 0.01% | −410−9.4% | Reduced |
| Vigilare Wealth Management | 3,955 | $210.0K | 0.13% | +3,955 | New |
| Pacific Wealth Strategies Group, Inc. | 3,994 | $212.0K | 0.08% | +3,994 | New |
| Exchange Traded Concepts, LLC | 4,003 | $213.0K | 0.01% | +415+11.6% | Added |
| RBF Capital, LLC | 4,000 | $213.0K | 0.01% | +4,000 | New |
| Willis Johnson & Associates, Inc. | 4,017 | $214.0K | 0.03% | +4,017 | New |
| Atlas Capital Advisors LLC | 4,055 | $215.7K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 4,061 | $216.0K | 0.02% | −5,653−58.2% | Reduced |
| Shufro Rose & Co LLC | 4,061 | $216.0K | 0.02% | −500−11.0% | Reduced |
| Wealthcare Advisory Partners LLC | 4,081 | $217.0K | 0.01% | +483+13.4% | Added |
| Southland Equity Partners LLC | 4,080 | $217.1K | 0.10% | +4,080 | New |
| Venture Visionary Partners LLC | 4,165 | $221.0K | 0.02% | +4,165 | New |
| Personal Capital Advisors Corp | 4,196 | $223.0K | 0.00% | −13,865−76.8% | Reduced |
| NorthRock Partners, LLC | 4,216 | $224.0K | 0.02% | +4,216 | New |
| Ridgewood Investments LLC | 4,225 | $225.0K | 0.14% | +4,225 | New |
| Whittier Trust Co | 4,257 | $226.0K | 0.00% | 00.0% | Unchanged |