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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 8,132 | $433.0K | 0.01% | +8,132 | New |
| Dynamic Technology Lab Private Ltd | 8,201 | $436.0K | 0.04% | +893+12.2% | Added |
| Madison Wealth Partners, Inc | 8,196 | $436.0K | 0.25% | +3,196+63.9% | Added |
| Belvedere Trading LLC | 9,870 | $436.0K | 0.18% | +9,870 | New |
| Level Four Advisory Services, LLC | 8,279 | $440.0K | 0.03% | −175−2.1% | Reduced |
| B. Riley Wealth Management, Inc. | 8,369 | $445.0K | 0.05% | −51−0.6% | Reduced |
| Ambassador Advisors, LLC | 8,425 | $448.0K | 0.09% | −55,356−86.8% | Reduced |
| Adams Asset Advisors, LLC | 8,743 | $465.0K | 0.09% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 8,750 | $466.0K | 0.03% | −3,930−31.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,987 | $478.0K | 0.01% | −3,296−26.8% | Reduced |
| Engineers Gate Manager LP | 9,050 | $481.0K | 0.03% | +2,940+48.1% | Added |
| Coe Capital Management, LLC | 9,100 | $484.0K | 0.46% | −400−4.2% | Reduced |
| Tudor Investment Corp Et Al | 9,123 | $485.0K | 0.01% | +9,123 | New |
| Claraphi Advisory Network, LLC | 9,200 | $489.0K | 0.15% | −975−9.6% | Reduced |
| Moors & Cabot, Inc. | 9,200 | $489.0K | 0.03% | +800+9.5% | Added |
| Seven Eight Capital, LP | 9,230 | $491.0K | 0.07% | +9,230 | New |
| Gradient Investments LLC | 9,251 | $492.0K | 0.01% | +300+3.4% | Added |
| SRS Capital Advisors, Inc. | 9,500 | $505.0K | 0.07% | +9,500 | New |
| Adviser Investments LLC | 9,580 | $510.0K | 0.04% | +1,900+24.7% | Added |
| Fred Alger Management, LLC | 9,615 | $512.0K | 0.00% | +9,615 | New |
| Intercontinental Wealth Advisors, LLC | 9,718 | $517.0K | 0.10% | −2,723−21.9% | Reduced |
| Laidlaw Wealth Management LLC | 9,769 | $520.0K | 0.13% | +9,769 | New |
| First Heartland Consultants, Inc. | 9,996 | $532.0K | 0.08% | +113+1.1% | Added |
| Trivest Advisors Ltd | 10,000 | $532.0K | 0.05% | +10,000 | New |
| Buckingham Strategic Wealth, LLC | 10,015 | $533.0K | 0.01% | +10,015 | New |
| Marshall Wace Asia Ltd | 10,195 | $542.0K | 0.01% | −79,730−88.7% | Reduced |
| Exane Derivatives | 12,095 | $543.8K | 0.13% | −143−1.2% | Reduced |
| IPG Investment Advisors LLC | 10,359 | $551.1K | 0.16% | +2,258+27.9% | Added |
| Octavia Wealth Advisors, LLC | 10,410 | $554.0K | 0.15% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,598 | $564.0K | 0.03% | +471+4.7% | Added |
| Apollon Wealth Management, LLC | 10,680 | $568.0K | 0.10% | +100+0.9% | Added |
| Park Avenue Securities LLC | 11,134 | $592.0K | 0.01% | +2,727+32.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 11,317 | $602.0K | 0.00% | +137+1.2% | Added |
| QS Investors, LLC | 11,300 | $602.0K | 0.01% | +5,600+98.2% | Added |
| Wetherby Asset Management Inc | 11,510 | $612.0K | 0.04% | +888+8.4% | Added |
| J.W. Cole Advisors, Inc. | 11,604 | $617.0K | 0.05% | +1,988+20.7% | Added |
| Commerce Bank | 11,631 | $619.0K | 0.00% | −1,329−10.3% | Reduced |
| ACG Wealth | 11,917 | $634.0K | 0.08% | −2,321−16.3% | Reduced |
| Keybank National Association | 11,976 | $637.0K | 0.00% | +459+4.0% | Added |
| Tradition Wealth Management, LLC | 12,152 | $646.0K | 0.10% | +11,790+3,256.9% | Added |
| American Portfolios Advisors | 12,317 | $655.3K | 0.03% | +421+3.5% | Added |
| Sowell Financial Services LLC | 12,548 | $668.0K | 0.04% | −2,669−17.5% | Reduced |
| Agf Investments Inc. | 13,200 | $702.0K | 0.01% | −43−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,536 | $734.0K | 0.05% | +5,884+68.0% | Added |
| Perigon Wealth Management, LLC | 13,818 | $735.0K | 0.07% | −2,880−17.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 13,824 | $735.0K | 0.24% | +5,496+66.0% | Added |
| IHT Wealth Management, LLC | 14,199 | $755.0K | 0.05% | +285+2.0% | Added |
| First Republic Investment Management, Inc. | 14,262 | $759.0K | 0.00% | +6,567+85.3% | Added |
| Bel Air Investment Advisors LLC | 14,400 | $766.0K | 0.02% | +14,400 | New |
| Cushing Asset Management, LP | 14,523 | $773.0K | 0.07% | +600+4.3% | Added |
| Sovereign Financial Group, Inc. | 20,100 | $783.0K | 0.47% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 14,921 | $794.0K | 0.02% | +3,506+30.7% | Added |
| Van Hulzen Asset Management, LLC | 15,100 | $803.0K | 0.12% | −140−0.9% | Reduced |
| Mercer Global Advisors Inc | 15,127 | $805.0K | 0.01% | +1,493+11.0% | Added |
| Blair William & Co | 15,179 | $808.0K | 0.00% | −2,776−15.5% | Reduced |
| Resources Investment Advisors, LLC. | 15,343 | $816.0K | 0.03% | −7,108−31.7% | Reduced |
| NEXT Financial Group, Inc | 15,419 | $820.0K | 0.07% | +2,852+22.7% | Added |
| Meridian Wealth Management, LLC | 15,487 | $824.0K | 0.11% | −650−4.0% | Reduced |
| Financial Management Professionals, Inc. | 15,626 | $831.0K | 0.21% | +100+0.6% | Added |
| Founders Financial Securities LLC | 15,790 | $840.0K | 0.17% | +15,790 | New |
| Gladstone Institutional Advisory LLC | 16,280 | $866.0K | 0.10% | +2,507+18.2% | Added |
| Credit Agricole S A | 16,375 | $871.0K | 0.03% | +4,649+39.6% | Added |
| Bard Financial Services, Inc. | 16,600 | $883.0K | 0.08% | +525+3.3% | Added |
| Stock Yards Bank & Trust Co | 17,020 | $905.0K | 0.06% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 17,350 | $923.0K | 0.22% | +17,350 | New |
| Caption Management, LLC | 17,400 | $926.0K | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 17,440 | $928.0K | 0.14% | −1,460−7.7% | Reduced |
| M Holdings Securities, Inc. | 17,516 | $932.0K | 0.09% | +5,188+42.1% | Added |
| Mutual Advisors, LLC | 17,550 | $934.0K | 0.06% | +720+4.3% | Added |
| Paradigm Financial Advisors, LLC | 17,581 | $935.0K | 0.21% | +2,025+13.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,805 | $947.0K | 0.02% | −2,310−11.5% | Reduced |
| American International Group, Inc. | 17,829 | $949.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,838 | $949.0K | 0.04% | +2,060+13.1% | Added |
| Copperwynd Financial, LLC | 17,907 | $953.0K | 0.40% | +26+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,051 | $960.0K | 0.24% | +18,051 | New |
| Mariner, LLC | 18,182 | $967.0K | 0.01% | +2,003+12.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 18,254 | $971.0K | 0.10% | +1,912+11.7% | Added |
| Lindbrook Capital, LLC | 18,559 | $987.0K | 0.22% | +556+3.1% | Added |
| Pathstone Family Office, LLC | 18,691 | $994.0K | 0.03% | +18,691 | New |
| XTX Topco Ltd | 19,109 | $1.02M | 0.34% | +19,109 | New |
| United Capital Financial Advisers, LLC | 19,283 | $1.03M | 0.01% | −465−2.4% | Reduced |
| Symmetry Investments LP | 19,400 | $1.03M | 0.30% | +19,400 | New |
| Polaris Wealth Advisory Group, LLC | 20,300 | $1.03M | 0.06% | +800+4.1% | Added |
| Total Investment Management Inc | 19,509 | $1.04M | 0.18% | +9,009+85.8% | Added |
| MYDA Advisors LLC | 20,000 | $1.06M | 0.30% | +20,000 | New |
| Signaturefd, LLC | 20,018 | $1.06M | 0.04% | −1,105−5.2% | Reduced |
| BFSG, LLC | 20,022 | $1.06M | 0.19% | +20,022 | New |
| Envestnet Asset Management Inc | 20,093 | $1.07M | 0.00% | +8,076+67.2% | Added |
| Cresset Asset Management, LLC | 20,445 | $1.09M | 0.02% | +7,941+63.5% | Added |
| TCW Group Inc | 21,386 | $1.14M | 0.01% | +500+2.4% | Added |
| US Bancorp | 21,447 | $1.14M | 0.00% | +12,642+143.6% | Added |
| NorthCoast Asset Management LLC | 21,726 | $1.16M | 0.04% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 22,010 | $1.17M | 0.00% | +22,010 | New |
| Redpoint Investment Management Pty Ltd | 22,113 | $1.18M | 0.10% | +1,916+9.5% | Added |
| Fisher Asset Management, LLC | 22,289 | $1.19M | 0.00% | +22,289 | New |
| Victory Capital Management Inc | 22,559 | $1.20M | 0.00% | −575−2.5% | Reduced |
| GWM Advisors LLC | 22,700 | $1.21M | 0.03% | +2,192+10.7% | Added |
| Cigna Investments Inc | 22,829 | $1.22M | 0.09% | −420−1.8% | Reduced |
| Green Alpha Advisors, LLC | 22,989 | $1.22M | 0.83% | +22,989 | New |
| Alliancebernstein L.P. | 23,187 | $1.23M | 0.00% | +6,241+36.8% | Added |