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, Q3 2021
Institutional positions in NIO Inc. as of Sep 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
- 580
- −70 vs. Q2 2021
- Shares held
- 486.1M
- +11.0M (+2.3%) vs. Q2 2021
- Total value
- $17.3B
- −$7.94B (−31.4%) vs. Q2 2021
- New holders
- 53
- 219 more added
- Sold out
- 123
- 191 more reduced
11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | −128,450−100.0% | Reduced |
| Duncker Streett & Co Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8 | $0 | 0.00% | +8 | New |
| Tucker Asset Management LLC | 16 | $631 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $926 | 0.00% | +3+13.0% | Added |
| Washington Trust Co | 21 | $1.00K | 0.00% | −558−96.4% | Reduced |
| Montag A & Associates Inc | 17 | $1.00K | 0.00% | −337−95.2% | Reduced |
| Wagner Wealth Management, LLC | 13 | $1.00K | 0.00% | −93−87.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 28 | $1.00K | 0.00% | +23+460.0% | Added |
| Tfo-TDC, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 39 | $1.00K | 0.00% | +39 | New |
| Carroll Financial Associates, Inc. | 66 | $2.00K | 0.00% | −432−86.7% | Reduced |
| Meeder Asset Management Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 62 | $2.00K | 0.00% | +62 | New |
| Simon Quick Advisors, LLC | 103 | $3.00K | 0.00% | −500−82.9% | Reduced |
| Bogart Wealth, LLC | 80 | $3.00K | 0.00% | −20−20.0% | Reduced |
| Ellis Investment Partners, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 98 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 83 | $3.00K | 0.00% | +83 | New |
| Private Capital Group, LLC | 115 | $4.00K | 0.00% | −500−81.3% | Reduced |
| Concord Wealth Partners | 100 | $4.00K | 0.00% | −388−79.5% | Reduced |
| Central Trust Co | 109 | $4.00K | 0.00% | −100−47.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $4.00K | 0.00% | −30−23.1% | Reduced |
| Wealth Quarterback LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $4.00K | 0.00% | – | – |
| Lowe Wealth Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Pflug Koory, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Consolidated Planning Corp | 100 | $4.00K | 0.00% | +100 | New |
| Glen Eagle Advisors, LLC | 125 | $4.45K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 135 | $4.81K | 0.00% | +110+440.0% | Added |
| Howe & Rusling Inc | 147 | $5.00K | 0.00% | +2+1.4% | Added |
| Carmichael Hill & Associates, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 129 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 137 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 161 | $6.00K | 0.00% | −60−27.1% | Reduced |
| Atwood & Palmer Inc | 175 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 155 | $6.00K | 0.00% | +19+14.0% | Added |
| Cahill Financial Advisors Inc | 180 | $6.00K | 0.00% | +180 | New |
| D'Orazio & Associates, Inc. | 163 | $6.00K | 0.00% | +163 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 220 | $7.00K | 0.00% | −1,600−87.9% | Reduced |
| Bellevue Asset Management, LLC | 205 | $7.00K | 0.00% | −68−24.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 217 | $7.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 220 | $8.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 225 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 230 | $8.00K | 0.00% | +30+15.0% | Added |
| Cedar Mountain Advisors, LLC | 212 | $8.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 245 | $9.00K | 0.00% | +245 | New |
| Global Retirement Partners, LLC | 290 | $10.0K | 0.00% | −43−12.9% | Reduced |
| Brown Brothers Harriman & Co | 284 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $10.6K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 364 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 331 | $12.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 363 | $13.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 355 | $13.0K | 0.00% | +225+173.1% | Added |
| Trustcore Financial Services, LLC | 401 | $14.0K | 0.00% | −500−55.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 382 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 390 | $14.0K | 0.00% | +100+34.5% | Added |
| Halpern Financial, Inc. | 400 | $14.3K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 460 | $16.0K | 0.00% | −15−3.2% | Reduced |
| Princeton Global Asset Management LLC | 450 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 482 | $17.0K | 0.00% | −200−29.3% | Reduced |
| BDO Wealth Advisors, LLC | 482 | $17.0K | 0.00% | −50−9.4% | Reduced |
| JFS Wealth Advisors, LLC | 500 | $18.0K | 0.00% | −200−28.6% | Reduced |
| Huntington National Bank | 500 | $18.0K | 0.00% | −44−8.1% | Reduced |
| CKW Financial Group | 500 | $18.0K | 0.00% | −50−9.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |