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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,820 | $96.0K | 0.01% | +1,020+127.5% | Added |
| Hantz Financial Services, Inc. | 1,750 | $93.0K | 0.00% | +740+73.3% | Added |
| Toth Financial Advisory Corp | 1,699 | $90.0K | 0.01% | +250+17.3% | Added |
| Focused Wealth Management, Inc | 1,521 | $81.0K | 0.01% | −3−0.2% | Reduced |
| First PREMIER Bank | 1,500 | $80.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,450 | $77.0K | 0.00% | −228−13.6% | Reduced |
| Shay Capital LLC | 1,437 | $76.0K | 0.02% | +1,437 | New |
| Reilly Financial Advisors, LLC | 1,352 | $72.0K | 0.01% | +1,352 | New |
| 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 |
| 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 |
| Parkside Financial Bank & Trust | 1,200 | $64.0K | 0.02% | +200+20.0% | Added |
| HHM Wealth Advisors, LLC | 1,153 | $61.0K | 0.02% | +90+8.5% | Added |
| Ancora Advisors, LLC | 1,117 | $59.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,600 | $58.0K | 0.02% | +350+28.0% | Added |
| Archer Investment Corp | 1,045 | $55.6K | 0.02% | +100+10.6% | Added |
| Albion Financial Group | 1,030 | $55.0K | 0.00% | +1,030 | New |
| 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 |
| Optimum Investment Advisors | 960 | $51.0K | 0.02% | −1,746−64.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 920 | $49.0K | 0.01% | +606+193.0% | 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 |
| 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 |
| Wolff Wiese Magana LLC | 869 | $46.0K | 0.03% | +24+2.8% | Added |
| Fieldpoint Private Securities, LLC | 1,020 | $45.0K | 0.01% | +130+14.6% | Added |
| Adirondack Trust Co | 830 | $44.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $43.0K | 0.01% | −300−27.3% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 800 | $42.6K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 778 | $41.0K | 0.01% | +25+3.3% | Added |
| 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 |
| JFS Wealth Advisors, LLC | 700 | $37.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 682 | $36.0K | 0.01% | +60+9.6% | Added |
| 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 |
| 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 |
| Private Capital Group, LLC | 615 | $33.0K | 0.01% | −71−10.3% | Reduced |
| Simon Quick Advisors, LLC | 603 | $32.0K | 0.01% | +500+485.4% | Added |
| Washington Trust Co | 579 | $31.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 585 | $31.0K | 0.01% | +585 | New |
| Huntington National Bank | 544 | $29.0K | 0.00% | +44+8.8% | Added |
| 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 |
| 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 |
| Concord Wealth Partners | 488 | $26.0K | 0.01% | −519−51.5% | Reduced |
| Carroll Financial Associates, Inc. | 498 | $26.0K | 0.00% | +498 | New |
| RPG Investment Advisory, LLC | 475 | $25.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 450 | $24.0K | 0.01% | −200−30.8% | Reduced |
| FFT Wealth Management LLC | 444 | $24.0K | 0.01% | +444 | New |
| Halpern Financial, Inc. | 400 | $21.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 369 | $20.0K | 0.01% | +89+31.8% | Added |
| Sargent Bickham Lagudis LLC | 382 | $20.0K | 0.00% | +123+47.5% | Added |
| Retirement Group, LLC | 363 | $19.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 354 | $19.0K | 0.00% | +234+195.0% | Added |
| Penserra Capital Management LLC | 364 | $19.0K | 0.00% | +364 | New |
| Personal Wealth Partners | 350 | $19.0K | 0.01% | +350 | New |
| Enterprise Financial Services Corp | 347 | $18.0K | 0.00% | −39−10.1% | Reduced |
| Perennial Advisors, LLC | 335 | $18.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 333 | $18.0K | 0.00% | +8+2.5% | Added |
| McIlrath & Eck, LLC | 331 | $18.0K | 0.01% | +25+8.2% | Added |
| Asset Dedication, LLC | 327 | $18.0K | 0.00% | +258+373.9% | Added |
| Ionic Capital Management LLC | 341 | $18.0K | 0.00% | +341 | New |
| Elmwood Wealth Management, Inc. | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 319 | $16.0K | 0.00% | +300+1,578.9% | Added |
| Delos Wealth Advisors, LLC | 300 | $16.0K | 0.02% | +300 | New |
| Global Financial Private Client, LLC | 300 | $15.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 284 | $15.0K | 0.00% | −303−51.6% | Reduced |
| Harbor Investment Advisory, LLC | 290 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 273 | $15.0K | 0.01% | +11+4.2% | Added |
| Parisi Gray Wealth Management | 266 | $14.0K | 0.01% | +266 | New |
| Vectors Research Management, LLC | 250 | $13.0K | 0.00% | +250 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 237 | $13.0K | 0.00% | +237 | New |
| City Holding Co | 220 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 221 | $12.0K | 0.00% | +161+268.3% | Added |
| Clearstead Advisors, LLC | 200 | $11.0K | 0.00% | −1,050−84.0% | Reduced |
| Central Trust Co | 209 | $11.0K | 0.00% | +6+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 212 | $11.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 217 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 225 | $11.0K | 0.00% | +54+31.6% | Added |
| Selective Wealth Management, Inc. | 210 | $11.0K | 0.01% | +175+500.0% | Added |
| Brendel Financial Advisors LLC | 200 | $11.0K | 0.01% | +200 | New |
| West Paces Advisors Inc. | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 170 | $9.00K | 0.00% | +170 | New |