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 |
|---|---|---|---|---|---|
| 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 |
| Western Wealth Management, LLC | 5,946 | $320.0K | 0.03% | −2,265−27.6% | Reduced |
| Kovack Advisors, Inc. | 5,974 | $318.0K | 0.04% | −1,550−20.6% | Reduced |
| Raymond James Trust N.A. | 5,950 | $317.0K | 0.01% | 00.0% | Unchanged |
| Hexavest Inc. | 5,941 | $316.0K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 5,902 | $314.0K | 0.03% | +5,902 | New |
| Caxton Associates LP | 5,779 | $307.0K | 0.04% | +5,779 | New |
| Summit X, LLC | 5,732 | $305.0K | 0.08% | −190−3.2% | Reduced |
| D.A. Davidson & Co. | 5,714 | $304.0K | 0.00% | +5,714 | New |
| Capital Investment Advisors, LLC | 5,670 | $302.0K | 0.01% | −184−3.1% | Reduced |
| EWG Elevate Inc. | 5,916 | $301.0K | 0.12% | +5,916 | New |
| Capula Management Ltd | 5,577 | $297.0K | 0.05% | +5,577 | New |
| Spire Wealth Management | 3,376 | $296.0K | 0.01% | −2,284−40.4% | Reduced |
| Arkadios Wealth Advisors | 5,529 | $294.0K | 0.04% | −201−3.5% | Reduced |
| Silicon Valley Capital Partners | 5,382 | $286.0K | 0.06% | −5,265−49.5% | Reduced |
| Glenmede Trust Co NA | 5,301 | $281.0K | 0.00% | +5,301 | New |
| Greenleaf Trust | 5,281 | $281.0K | 0.00% | +5,281 | 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 |
| 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 |
| 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 |
| Intersect Capital LLC | 5,029 | $268.0K | 0.05% | +5,029 | New |
| Marathon Trading Investment Management LLC | 5,024 | $267.0K | 0.15% | −3,200−38.9% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 5,000 | $266.0K | 0.00% | +5,000 | New |
| Apriem Advisors | 4,981 | $265.0K | 0.04% | +4,981 | 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 |
| Roman Butler Fullerton & Co | 4,910 | $261.0K | 0.13% | +4,910 | New |
| North Star Investment Management Corp. | 4,872 | $259.0K | 0.02% | +642+15.2% | Added |
| CIBC Private Wealth Group, LLC | 4,825 | $257.0K | 0.00% | −565−10.5% | Reduced |
| 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 |
| FNY Investment Advisers, LLC | 4,750 | $252.0K | 0.10% | +4,750 | New |
| Ethic Inc. | 4,674 | $249.0K | 0.03% | +4,674 | New |
| Greenwich Wealth Management LLC | 4,655 | $248.0K | 0.02% | +4,655 | New |
| Pinnacle Associates Ltd | 4,625 | $246.0K | 0.00% | +4,625 | New |
| Weld Capital Management LLC | 4,598 | $245.0K | 0.25% | +4,598 | New |
| NinePointTwo Capital | 4,554 | $242.0K | 0.09% | +4,554 | 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 |
| 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 |
| Keystone Financial Group | 4,480 | $238.0K | 0.04% | +4,480 | New |
| Focus Financial Network, Inc. | 4,445 | $236.5K | 0.03% | +4,445 | New |
| Legacy Wealth Asset Management, LLC | 4,445 | $236.0K | 0.10% | +4,445 | 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 |
| 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 |
| Brown Advisory Inc | 4,341 | $231.0K | 0.00% | +4,341 | New |
| swisspartners Ltd. | 4,295 | $229.0K | 0.16% | +4,295 | New |
| Whittier Trust Co | 4,257 | $226.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ridgewood Investments LLC | 4,225 | $225.0K | 0.14% | +4,225 | New |
| NorthRock Partners, LLC | 4,216 | $224.0K | 0.02% | +4,216 | New |
| Personal Capital Advisors Corp | 4,196 | $223.0K | 0.00% | −13,865−76.8% | Reduced |
| Venture Visionary Partners LLC | 4,165 | $221.0K | 0.02% | +4,165 | New |
| Southland Equity Partners LLC | 4,080 | $217.1K | 0.10% | +4,080 | New |
| Wealthcare Advisory Partners LLC | 4,081 | $217.0K | 0.01% | +483+13.4% | Added |
| 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 |
| Atlas Capital Advisors LLC | 4,055 | $215.7K | 0.04% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 4,017 | $214.0K | 0.03% | +4,017 | 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 |
| Pacific Wealth Strategies Group, Inc. | 3,994 | $212.0K | 0.08% | +3,994 | 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 |
| Dynamic Advisor Solutions LLC | 3,915 | $208.0K | 0.02% | +3,915 | New |
| Avidian Wealth Solutions, LLC | 3,855 | $205.0K | 0.02% | +3,855 | New |
| International Assets Investment Management, LLC | 3,830 | $204.0K | 0.04% | −4,496−54.0% | Reduced |
| Stratos Wealth Advisors, LLC | 3,801 | $202.0K | 0.02% | +3,801 | New |
| Fifth Third Bancorp | 3,678 | $196.0K | 0.00% | −171−4.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,407 | $181.0K | 0.03% | +520+18.0% | Added |
| Brewin Dolphin Ltd | 3,352 | $178.3K | 0.01% | +110+3.4% | Added |
| AdvisorNet Financial, Inc | 3,193 | $170.0K | 0.01% | +602+23.2% | Added |
| Evolution Wealth Advisors, LLC | 3,000 | $160.0K | 0.03% | +3,000 | New |
| Manchester Capital Management LLC | 2,575 | $137.0K | 0.02% | +356+16.0% | Added |
| Berman Capital Advisors, LLC | 2,527 | $134.0K | 0.02% | +2,517+25,170.0% | Added |
| Proequities, Inc. | 2,496 | $133.0K | 0.01% | +265+11.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,366 | $126.0K | 0.00% | +16+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 2,322 | $124.0K | 0.03% | −114−4.7% | Reduced |
| Cordasco Financial Network | 2,235 | $119.0K | 0.08% | +735+49.0% | Added |
| 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 |
| Joseph P. Lucia & Associates, LLC | 2,059 | $110.0K | 0.07% | −120−5.5% | Reduced |
| Parallel Advisors, LLC | 2,031 | $108.0K | 0.00% | −506−19.9% | Reduced |
| 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 |
| Centaurus Financial, Inc. | 1,986 | $106.0K | 0.01% | +1,986 | New |
| Larson Financial Group LLC | 1,921 | $102.0K | 0.02% | −144−7.0% | Reduced |
| 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 |