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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 545 | $19.0K | 0.00% | −120−18.0% | Reduced |
| Atlas Private Wealth Advisors | 520 | $19.0K | 0.01% | −120−18.8% | Reduced |
| Meridian Wealth Partners, LLC | 533 | $19.0K | 0.00% | +533 | New |
| Investors Research Corp | 550 | $20.0K | 0.01% | +400+266.7% | Added |
| Adirondack Trust Co | 570 | $22.0K | 0.01% | −260−31.3% | Reduced |
| Optimum Investment Advisors | 650 | $23.0K | 0.01% | −310−32.3% | Reduced |
| Allworth Financial LP | 672 | $24.0K | 0.00% | +638+1,876.5% | Added |
| Your Advocates Ltd., LLP | 705 | $25.0K | 0.02% | +705 | New |
| Baldwin Brothers Inc | 750 | $27.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 735 | $27.0K | 0.00% | +408+124.8% | Added |
| Monetary Management Group Inc | 750 | $27.0K | 0.01% | +750 | New |
| Wolff Wiese Magana LLC | 785 | $28.0K | 0.02% | −84−9.7% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 800 | $28.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 800 | $29.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 825 | $29.0K | 0.01% | +456+123.6% | Added |
| 1832 Asset Management L.P. | 850 | $30.0K | 0.00% | +350+70.0% | Added |
| Evermay Wealth Management LLC | 829 | $30.0K | 0.01% | +659+387.6% | Added |
| Kings Point Capital Management | 882 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 963 | $34.0K | 0.00% | −75,781−98.7% | Reduced |
| First Horizon Advisors, Inc. | 979 | $34.0K | 0.00% | +754+335.1% | Added |
| GPS Wealth Strategies Group, LLC | 973 | $35.0K | 0.01% | −1,349−58.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,000 | $36.0K | 0.00% | −1,010−50.2% | Reduced |
| Albion Financial Group | 1,000 | $36.0K | 0.00% | −30−2.9% | Reduced |
| Sonora Investment Management, LLC | 1,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,078 | $38.0K | 0.01% | +300+38.6% | Added |
| Archer Investment Corp | 1,070 | $38.1K | 0.01% | +25+2.4% | Added |
| Kistler-Tiffany Companies, LLC | 1,100 | $39.0K | 0.01% | +180+19.6% | Added |
| Carolinas Wealth Consulting LLC | 1,099 | $39.0K | 0.01% | +437+66.0% | Added |
| Ancora Advisors, LLC | 1,117 | $40.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,130 | $40.0K | 0.01% | +110+10.8% | Added |
| HHM Wealth Advisors, LLC | 1,153 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,220 | $43.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,250 | $45.0K | 0.00% | −200−13.8% | Reduced |
| Psagot Investment House Ltd. | 1,300 | $46.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,300 | $46.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,300 | $46.0K | 0.01% | +1,300 | New |
| Focused Wealth Management, Inc | 1,310 | $47.0K | 0.01% | −211−13.9% | Reduced |
| Sandy Spring Bank | 1,341 | $48.0K | 0.00% | +121+9.9% | Added |
| Advisors Asset Management, Inc. | 1,457 | $52.0K | 0.00% | +570+64.3% | Added |
| First PREMIER Bank | 1,500 | $53.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 1,000 | $53.0K | 0.02% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1,584 | $56.0K | 0.03% | −475−23.1% | Reduced |
| Activest Wealth Management | 1,559 | $56.0K | 0.04% | +915+142.1% | Added |
| Toth Financial Advisory Corp | 1,699 | $61.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,890 | $67.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,890 | $67.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 1,913 | $68.0K | 0.00% | +1,913 | New |
| Ci Investments Inc. | 1,928 | $69.0K | 0.00% | −78−3.9% | Reduced |
| Blume Capital Management, Inc. | 2,080 | $74.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,235 | $80.0K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,250 | $80.0K | 0.00% | +500+28.6% | Added |
| Jefferies Group LLC | 2,250 | $80.2K | 0.00% | −26,332−92.1% | Reduced |
| Herold Advisors, Inc. | 2,300 | $81.0K | 0.03% | +2,300 | New |
| Harbour Investments, Inc. | 2,411 | $86.0K | 0.00% | −1,530−38.8% | Reduced |
| Larson Financial Group LLC | 2,436 | $87.0K | 0.02% | +515+26.8% | Added |
| Berman Capital Advisors, LLC | 2,542 | $90.0K | 0.01% | +15+0.6% | Added |
| Parallel Advisors, LLC | 2,672 | $95.0K | 0.00% | +641+31.6% | Added |
| Systematic Alpha Investments, LLC | 2,500 | $99.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,916 | $103.0K | 0.00% | +2,916 | New |
| Creative Financial Designs Inc | 2,940 | $105.0K | 0.02% | −2,000−40.5% | Reduced |
| Evolution Wealth Advisors, LLC | 3,000 | $107.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 3,106 | $111.0K | 0.00% | −49,768−94.1% | Reduced |
| AdvisorNet Financial, Inc | 3,193 | $114.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,352 | $119.4K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,369 | $120.0K | 0.02% | −38−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,463 | $124.0K | 0.00% | +1,097+46.4% | Added |
| Proequities, Inc. | 3,635 | $130.0K | 0.01% | +1,139+45.6% | Added |
| Fifth Third Bancorp | 3,672 | $131.0K | 0.00% | −6−0.2% | Reduced |
| Atlas Capital Advisors LLC | 4,055 | $144.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 4,257 | $152.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,397 | $156.7K | 0.08% | −1,801−29.1% | Reduced |
| Spire Wealth Management | 4,265 | $157.0K | 0.00% | +889+26.3% | Added |
| CNB Bank | 4,410 | $157.0K | 0.09% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,744 | $169.0K | 0.00% | +252+5.6% | Added |
| Arkadios Wealth Advisors | 4,854 | $172.0K | 0.02% | −675−12.2% | Reduced |
| Federated Hermes, Inc. | 4,864 | $173.0K | 0.00% | −1,760−26.6% | Reduced |
| North Star Investment Management Corp. | 4,872 | $174.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,049 | $180.0K | 0.02% | +230+4.8% | Added |
| Exchange Traded Concepts, LLC | 5,126 | $183.0K | 0.00% | +1,123+28.1% | Added |
| Burleson & Company, LLC | 5,229 | $186.0K | 0.03% | +15+0.3% | Added |
| Capital Investment Advisors, LLC | 5,661 | $202.0K | 0.01% | −9−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 5,700 | $203.0K | 0.00% | +5,700 | New |
| Polar Capital Holdings Plc | 5,700 | $203.0K | 0.00% | +5,700 | New |
| Crestline Management, LP | 5,700 | $204.0K | 0.02% | +5,700 | New |
| Equitable Trust Co | 5,760 | $205.0K | 0.01% | −438−7.1% | Reduced |
| Summit X, LLC | 5,760 | $205.0K | 0.05% | +28+0.5% | Added |
| Rathbone Brothers plc | 5,784 | $206.0K | 0.00% | −1,500−20.6% | Reduced |
| Pinnacle Associates Ltd | 5,790 | $206.0K | 0.00% | +1,165+25.2% | Added |
| West Family Investments, Inc. | 5,826 | $208.0K | 0.06% | −207−3.4% | Reduced |
| Raymond James Trust N.A. | 5,950 | $212.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,051 | $216.0K | 0.03% | −109−1.8% | Reduced |
| Garde Capital, Inc. | 6,066 | $216.0K | 0.02% | +23+0.4% | Added |
| Captrust Financial Advisors | 6,097 | $217.0K | 0.00% | −1,462−19.3% | Reduced |
| Ridgewood Investments LLC | 6,125 | $218.0K | 0.15% | +1,900+45.0% | Added |
| AlphaStar Capital Management, LLC | 5,521 | $221.0K | 0.02% | +1,124+25.6% | Added |
| IFP Advisors, Inc | 6,296 | $228.0K | 0.00% | −1,365−17.8% | Reduced |
| United Asset Strategies, Inc. | 6,484 | $231.0K | 0.03% | +6,484 | New |
| United Maritime Capital LLC | 6,500 | $232.0K | 0.26% | 00.0% | Unchanged |