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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 15,626 | $831.0K | 0.21% | +100+0.6% | Added |
| Meridian Wealth Management, LLC | 15,487 | $824.0K | 0.11% | −650−4.0% | Reduced |
| NEXT Financial Group, Inc | 15,419 | $820.0K | 0.07% | +2,852+22.7% | Added |
| Resources Investment Advisors, LLC. | 15,343 | $816.0K | 0.03% | −7,108−31.7% | Reduced |
| Blair William & Co | 15,179 | $808.0K | 0.00% | −2,776−15.5% | Reduced |
| Mercer Global Advisors Inc | 15,127 | $805.0K | 0.01% | +1,493+11.0% | Added |
| Van Hulzen Asset Management, LLC | 15,100 | $803.0K | 0.12% | −140−0.9% | Reduced |
| DuPont Capital Management Corp | 14,921 | $794.0K | 0.02% | +3,506+30.7% | Added |
| Sovereign Financial Group, Inc. | 20,100 | $783.0K | 0.47% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 14,523 | $773.0K | 0.07% | +600+4.3% | Added |
| Bel Air Investment Advisors LLC | 14,400 | $766.0K | 0.02% | +14,400 | New |
| First Republic Investment Management, Inc. | 14,262 | $759.0K | 0.00% | +6,567+85.3% | Added |
| IHT Wealth Management, LLC | 14,199 | $755.0K | 0.05% | +285+2.0% | 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 |
| Jaffetilchin Investment Partners, LLC | 14,536 | $734.0K | 0.05% | +5,884+68.0% | Added |
| Agf Investments Inc. | 13,200 | $702.0K | 0.01% | −43−0.3% | Reduced |
| Sowell Financial Services LLC | 12,548 | $668.0K | 0.04% | −2,669−17.5% | Reduced |
| American Portfolios Advisors | 12,317 | $655.3K | 0.03% | +421+3.5% | Added |
| Tradition Wealth Management, LLC | 12,152 | $646.0K | 0.10% | +11,790+3,256.9% | Added |
| Keybank National Association | 11,976 | $637.0K | 0.00% | +459+4.0% | Added |
| ACG Wealth | 11,917 | $634.0K | 0.08% | −2,321−16.3% | Reduced |
| Commerce Bank | 11,631 | $619.0K | 0.00% | −1,329−10.3% | Reduced |
| J.W. Cole Advisors, Inc. | 11,604 | $617.0K | 0.05% | +1,988+20.7% | Added |
| Wetherby Asset Management Inc | 11,510 | $612.0K | 0.04% | +888+8.4% | 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 |
| Park Avenue Securities LLC | 11,134 | $592.0K | 0.01% | +2,727+32.4% | Added |
| Apollon Wealth Management, LLC | 10,680 | $568.0K | 0.10% | +100+0.9% | Added |
| Valeo Financial Advisors, LLC | 10,598 | $564.0K | 0.03% | +471+4.7% | Added |
| Octavia Wealth Advisors, LLC | 10,410 | $554.0K | 0.15% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 10,359 | $551.1K | 0.16% | +2,258+27.9% | Added |
| Exane Derivatives | 12,095 | $543.8K | 0.13% | −143−1.2% | Reduced |
| Marshall Wace Asia Ltd | 10,195 | $542.0K | 0.01% | −79,730−88.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,015 | $533.0K | 0.01% | +10,015 | 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 |
| Laidlaw Wealth Management LLC | 9,769 | $520.0K | 0.13% | +9,769 | New |
| Intercontinental Wealth Advisors, LLC | 9,718 | $517.0K | 0.10% | −2,723−21.9% | Reduced |
| Fred Alger Management, LLC | 9,615 | $512.0K | 0.00% | +9,615 | New |
| Adviser Investments LLC | 9,580 | $510.0K | 0.04% | +1,900+24.7% | Added |
| SRS Capital Advisors, Inc. | 9,500 | $505.0K | 0.07% | +9,500 | New |
| Gradient Investments LLC | 9,251 | $492.0K | 0.01% | +300+3.4% | Added |
| Seven Eight Capital, LP | 9,230 | $491.0K | 0.07% | +9,230 | 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 |
| Tudor Investment Corp Et Al | 9,123 | $485.0K | 0.01% | +9,123 | New |
| Coe Capital Management, LLC | 9,100 | $484.0K | 0.46% | −400−4.2% | Reduced |
| Engineers Gate Manager LP | 9,050 | $481.0K | 0.03% | +2,940+48.1% | Added |
| O'Shaughnessy Asset Management, LLC | 8,987 | $478.0K | 0.01% | −3,296−26.8% | Reduced |
| McKinley Capital Management LLC /Delaware | 8,750 | $466.0K | 0.03% | −3,930−31.0% | Reduced |
| Adams Asset Advisors, LLC | 8,743 | $465.0K | 0.09% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 8,425 | $448.0K | 0.09% | −55,356−86.8% | Reduced |
| B. Riley Wealth Management, Inc. | 8,369 | $445.0K | 0.05% | −51−0.6% | Reduced |
| Level Four Advisory Services, LLC | 8,279 | $440.0K | 0.03% | −175−2.1% | Reduced |
| 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 |
| Lido Advisors, LLC | 8,132 | $433.0K | 0.01% | +8,132 | New |
| PSI Advisors, LLC | 8,078 | $429.0K | 0.23% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 8,000 | $426.0K | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 7,930 | $422.0K | 0.01% | −2,055−20.6% | Reduced |
| 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 |
| StoneX Group Inc. | 7,692 | $409.0K | 0.06% | +283+3.8% | Added |
| IFP Advisors, Inc | 7,661 | $407.0K | 0.01% | +546+7.7% | Added |
| Captrust Financial Advisors | 7,559 | $402.0K | 0.00% | +597+8.6% | Added |
| Brighton Jones LLC | 7,540 | $401.0K | 0.02% | +7,540 | New |
| GFS Advisors, LLC | 7,527 | $400.0K | 0.09% | +1,000+15.3% | Added |
| Baird Financial Group, Inc. | 7,454 | $397.0K | 0.00% | +1,506+25.3% | Added |
| 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 |
| Geneos Wealth Management Inc. | 7,745 | $390.0K | 0.02% | −842−9.8% | 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 |
| Mid Atlantic Financial Management Inc | 7,267 | $387.0K | 0.03% | −987−12.0% | Reduced |
| Kalos Management, Inc. | 7,771 | $384.0K | 0.16% | +300+4.0% | Added |
| Independent Advisor Alliance | 7,177 | $382.0K | 0.02% | −2,747−27.7% | Reduced |
| Beacon Pointe Advisors, LLC | 7,083 | $377.0K | 0.01% | +125+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 7,000 | $372.0K | 0.04% | +7,000 | New |
| Wealth Alliance | 6,918 | $368.0K | 0.09% | +127+1.9% | Added |
| Merit Financial Group, LLC | 6,899 | $367.0K | 0.03% | −600−8.0% | Reduced |
| Round Table Services, LLC | 6,817 | $363.0K | 0.08% | +21+0.3% | Added |
| Hancock Whitney Corp | 6,709 | $357.0K | 0.01% | +6,709 | New |
| Federated Hermes, Inc. | 6,624 | $352.0K | 0.00% | +399+6.4% | Added |
| Veriti Management LLC | 6,592 | $351.0K | 0.05% | +6,592 | New |
| United Maritime Capital LLC | 6,500 | $346.0K | 0.26% | +6,500 | New |
| 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 |
| CWM, LLC | 6,384 | $340.0K | 0.00% | 00.0% | Unchanged |
| Burney Co | 6,348 | $338.0K | 0.02% | −371−5.5% | Reduced |
| Lincoln National Corp | 6,224 | $331.0K | 0.01% | +6,224 | New |
| 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 |
| Financial Perspectives, Inc | 6,198 | $329.7K | 0.16% | −235,400−97.4% | Reduced |
| 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 |
| Golden State Equity Partners | 6,130 | $326.0K | 0.13% | +6,130 | New |
| DeDora Capital, Inc. | 6,068 | $323.0K | 0.14% | +6,068 | New |
| RMR Wealth Builders | 6,052 | $322.0K | 0.11% | −65−1.1% | Reduced |