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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 4,239 | $226.0K | 0.06% | +4,239 | New |
| Strategic Financial Services, Inc, | 4,244 | $226.0K | 0.02% | +4,244 | New |
| swisspartners Ltd. | 4,295 | $229.0K | 0.16% | +4,295 | New |
| Brown Advisory Inc | 4,341 | $231.0K | 0.00% | +4,341 | New |
| Chicago Partners Investment Group LLC | 5,421 | $234.0K | 0.02% | +397+7.9% | Added |
| AlphaStar Capital Management, LLC | 4,397 | $234.0K | 0.03% | +4,397 | New |
| CNB Bank | 4,410 | $235.0K | 0.15% | +500+12.8% | Added |
| QCM Cayman, Ltd. | 4,421 | $235.0K | 0.61% | +4,421 | New |
| Legacy Wealth Asset Management, LLC | 4,445 | $236.0K | 0.10% | +4,445 | New |
| Focus Financial Network, Inc. | 4,445 | $236.5K | 0.03% | +4,445 | New |
| Keystone Financial Group | 4,480 | $238.0K | 0.04% | +4,480 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,492 | $239.0K | 0.00% | +1,243+38.3% | Added |
| Cozad Asset Management Inc | 4,500 | $239.0K | 0.04% | +4,500 | New |
| Edge Capital Group, LLC | 4,500 | $239.0K | 0.02% | +4,500 | New |
| Mandatum Life Insurance Co Ltd | 4,502 | $240.0K | 0.04% | +4,502 | New |
| Benchmark Financial Wealth Advisors, LLC | 4,512 | $240.0K | 0.11% | +4,512 | New |
| NinePointTwo Capital | 4,554 | $242.0K | 0.09% | +4,554 | New |
| Weld Capital Management LLC | 4,598 | $245.0K | 0.25% | +4,598 | New |
| Pinnacle Associates Ltd | 4,625 | $246.0K | 0.00% | +4,625 | New |
| Greenwich Wealth Management LLC | 4,655 | $248.0K | 0.02% | +4,655 | New |
| Ethic Inc. | 4,674 | $249.0K | 0.03% | +4,674 | New |
| FNY Investment Advisers, LLC | 4,750 | $252.0K | 0.10% | +4,750 | New |
| Jacobi Capital Management LLC | 4,819 | $256.0K | 0.03% | +360+8.1% | Added |
| Csenge Advisory Group | 5,034 | $256.0K | 0.02% | +5,034 | New |
| CIBC Private Wealth Group, LLC | 4,825 | $257.0K | 0.00% | −565−10.5% | Reduced |
| North Star Investment Management Corp. | 4,872 | $259.0K | 0.02% | +642+15.2% | Added |
| Roman Butler Fullerton & Co | 4,910 | $261.0K | 0.13% | +4,910 | New |
| Creative Financial Designs Inc | 4,940 | $263.0K | 0.05% | +950+23.8% | Added |
| V Wealth Advisors LLC | 4,902 | $263.0K | 0.04% | +4,902 | New |
| Apriem Advisors | 4,981 | $265.0K | 0.04% | +4,981 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 5,000 | $266.0K | 0.00% | +5,000 | New |
| Marathon Trading Investment Management LLC | 5,024 | $267.0K | 0.15% | −3,200−38.9% | Reduced |
| Intersect Capital LLC | 5,029 | $268.0K | 0.05% | +5,029 | New |
| Sunbelt Securities, Inc. | 6,300 | $270.0K | 0.05% | +6,300 | New |
| Element Pointe Advisors, LLC | 5,764 | $270.0K | 0.08% | +5,764 | New |
| Visionary Wealth Advisors | 5,084 | $270.0K | 0.03% | +5,084 | New |
| Carmignac Gestion | 5,151 | $274.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,088 | $274.0K | 0.00% | +6,088 | New |
| Mission Wealth Management, LP | 5,148 | $274.0K | 0.01% | +5,148 | New |
| Burleson & Company, LLC | 5,214 | $277.0K | 0.04% | −10.0% | Reduced |
| Coastal Investment Advisors, Inc. | 5,212 | $277.0K | 0.07% | +5,212 | New |
| Glenmede Trust Co NA | 5,301 | $281.0K | 0.00% | +5,301 | New |
| Greenleaf Trust | 5,281 | $281.0K | 0.00% | +5,281 | New |
| Silicon Valley Capital Partners | 5,382 | $286.0K | 0.06% | −5,265−49.5% | Reduced |
| Arkadios Wealth Advisors | 5,529 | $294.0K | 0.04% | −201−3.5% | Reduced |
| Spire Wealth Management | 3,376 | $296.0K | 0.01% | −2,284−40.4% | Reduced |
| Capula Management Ltd | 5,577 | $297.0K | 0.05% | +5,577 | New |
| EWG Elevate Inc. | 5,916 | $301.0K | 0.12% | +5,916 | New |
| Capital Investment Advisors, LLC | 5,670 | $302.0K | 0.01% | −184−3.1% | Reduced |
| D.A. Davidson & Co. | 5,714 | $304.0K | 0.00% | +5,714 | New |
| Summit X, LLC | 5,732 | $305.0K | 0.08% | −190−3.2% | Reduced |
| Caxton Associates LP | 5,779 | $307.0K | 0.04% | +5,779 | New |
| Advisor Resource Council | 5,902 | $314.0K | 0.03% | +5,902 | New |
| Hexavest Inc. | 5,941 | $316.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,950 | $317.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,974 | $318.0K | 0.04% | −1,550−20.6% | Reduced |
| Western Wealth Management, LLC | 5,946 | $320.0K | 0.03% | −2,265−27.6% | Reduced |
| Garde Capital, Inc. | 6,043 | $321.0K | 0.03% | −179−2.9% | Reduced |
| West Family Investments, Inc. | 6,033 | $321.0K | 0.09% | +6,033 | New |
| RMR Wealth Builders | 6,052 | $322.0K | 0.11% | −65−1.1% | Reduced |
| DeDora Capital, Inc. | 6,068 | $323.0K | 0.14% | +6,068 | New |
| Golden State Equity Partners | 6,130 | $326.0K | 0.13% | +6,130 | New |
| Inspire Advisors, LLC | 6,174 | $328.0K | 0.11% | +125+2.1% | Added |
| Quadrant Capital Group LLC | 6,160 | $328.0K | 0.05% | +2,107+52.0% | Added |
| Financial Perspectives, Inc | 6,198 | $329.7K | 0.16% | −235,400−97.4% | Reduced |
| Equitable Trust Co | 6,198 | $330.0K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 6,207 | $330.0K | 0.02% | +49+0.8% | Added |
| Lincoln National Corp | 6,224 | $331.0K | 0.01% | +6,224 | New |
| Burney Co | 6,348 | $338.0K | 0.02% | −371−5.5% | Reduced |
| CWM, LLC | 6,384 | $340.0K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,412 | $341.0K | 0.02% | +27+0.4% | Added |
| Kestra Private Wealth Services, LLC | 6,419 | $341.0K | 0.02% | +875+15.8% | Added |
| United Maritime Capital LLC | 6,500 | $346.0K | 0.26% | +6,500 | New |
| Veriti Management LLC | 6,592 | $351.0K | 0.05% | +6,592 | New |
| Federated Hermes, Inc. | 6,624 | $352.0K | 0.00% | +399+6.4% | Added |
| Hancock Whitney Corp | 6,709 | $357.0K | 0.01% | +6,709 | New |
| Round Table Services, LLC | 6,817 | $363.0K | 0.08% | +21+0.3% | Added |
| Merit Financial Group, LLC | 6,899 | $367.0K | 0.03% | −600−8.0% | Reduced |
| Wealth Alliance | 6,918 | $368.0K | 0.09% | +127+1.9% | Added |
| Robertson Stephens Wealth Management, LLC | 7,000 | $372.0K | 0.04% | +7,000 | New |
| Beacon Pointe Advisors, LLC | 7,083 | $377.0K | 0.01% | +125+1.8% | Added |
| Independent Advisor Alliance | 7,177 | $382.0K | 0.02% | −2,747−27.7% | Reduced |
| Kalos Management, Inc. | 7,771 | $384.0K | 0.16% | +300+4.0% | Added |
| Mid Atlantic Financial Management Inc | 7,267 | $387.0K | 0.03% | −987−12.0% | Reduced |
| Rathbone Brothers plc | 7,284 | $388.0K | 0.00% | −975−11.8% | Reduced |
| Kingsview Wealth Management, LLC | 7,623 | $388.0K | 0.02% | +287+3.9% | Added |
| Geneos Wealth Management Inc. | 7,745 | $390.0K | 0.02% | −842−9.8% | Reduced |
| Nissay Asset Management Corp | 7,417 | $395.0K | 0.00% | +1,000+15.6% | Added |
| Group One Trading, L.P. | 7,422 | $395.0K | 0.01% | +7,422 | New |
| Baird Financial Group, Inc. | 7,454 | $397.0K | 0.00% | +1,506+25.3% | Added |
| GFS Advisors, LLC | 7,527 | $400.0K | 0.09% | +1,000+15.3% | Added |
| Brighton Jones LLC | 7,540 | $401.0K | 0.02% | +7,540 | New |
| Captrust Financial Advisors | 7,559 | $402.0K | 0.00% | +597+8.6% | Added |
| IFP Advisors, Inc | 7,661 | $407.0K | 0.01% | +546+7.7% | Added |
| StoneX Group Inc. | 7,692 | $409.0K | 0.06% | +283+3.8% | Added |
| M&T Bank Corp | 7,839 | $417.0K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 7,838 | $417.0K | 0.02% | +1,630+26.3% | Added |
| MAI Capital Management | 7,930 | $422.0K | 0.01% | −2,055−20.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,000 | $426.0K | 0.10% | 00.0% | Unchanged |
| PSI Advisors, LLC | 8,078 | $429.0K | 0.23% | 00.0% | Unchanged |