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 |
|---|---|---|---|---|---|
| V Wealth Advisors LLC | 6,582 | $235.0K | 0.04% | +1,680+34.3% | Added |
| Kestra Private Wealth Services, LLC | 6,619 | $236.0K | 0.01% | +200+3.1% | Added |
| Baird Financial Group, Inc. | 6,734 | $240.0K | 0.00% | −720−9.7% | Reduced |
| Independent Advisor Alliance | 6,874 | $245.0K | 0.01% | −303−4.2% | Reduced |
| Round Table Services, LLC | 6,868 | $245.0K | 0.05% | +51+0.7% | Added |
| Inspire Advisors, LLC | 6,904 | $246.0K | 0.08% | +730+11.8% | Added |
| Veriti Management LLC | 6,999 | $249.0K | 0.04% | +407+6.2% | Added |
| MAI Capital Management | 7,003 | $250.0K | 0.00% | −927−11.7% | Reduced |
| Visionary Wealth Advisors | 7,192 | $256.0K | 0.03% | +2,108+41.5% | Added |
| Lincoln National Corp | 7,205 | $257.0K | 0.01% | +981+15.8% | Added |
| Chicago Partners Investment Group LLC | 6,112 | $258.0K | 0.02% | +691+12.7% | Added |
| Wealth Alliance | 7,272 | $259.0K | 0.06% | +354+5.1% | Added |
| D.A. Davidson & Co. | 7,384 | $263.0K | 0.00% | +1,670+29.2% | Added |
| Warther Private Wealth, LLC | 7,429 | $263.0K | 0.23% | +7,429 | New |
| Merit Financial Group, LLC | 7,399 | $264.0K | 0.03% | +500+7.2% | Added |
| Verition Fund Management LLC | 7,416 | $264.0K | 0.00% | +7,416 | New |
| Whittier Trust Co of Nevada Inc | 7,450 | $265.0K | 0.01% | +7,450 | New |
| GFS Advisors, LLC | 7,527 | $268.0K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,615 | $269.0K | 0.01% | −130−1.7% | Reduced |
| Sunbelt Securities, Inc. | 6,300 | $270.0K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,709 | $274.0K | 0.01% | −423−5.2% | Reduced |
| M&T Bank Corp | 7,839 | $279.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 7,901 | $282.0K | 0.03% | −7,586−49.0% | Reduced |
| Change Path, LLC | 8,041 | $287.0K | 0.02% | +1,834+29.5% | Added |
| Madison Wealth Partners, Inc | 8,196 | $292.0K | 0.16% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 8,263 | $294.0K | 0.00% | +4,067+96.9% | Added |
| Mid Atlantic Financial Management Inc | 8,332 | $297.0K | 0.02% | +1,065+14.7% | Added |
| J.W. Cole Advisors, Inc. | 8,353 | $298.0K | 0.02% | −3,251−28.0% | Reduced |
| Moneta Group Investment Advisors LLC | 8,392 | $299.0K | 0.01% | +554+7.1% | Added |
| Kingsview Wealth Management, LLC | 8,539 | $304.0K | 0.01% | +916+12.0% | Added |
| Two Sigma Securities, LLC | 8,572 | $305.0K | 0.06% | +8,572 | New |
| Nicholas Hoffman & Company, LLC. | 8,550 | $305.0K | 0.05% | +8,550 | New |
| PSI Advisors, LLC | 8,578 | $306.0K | 0.14% | +500+6.2% | Added |
| Adams Asset Advisors, LLC | 8,743 | $311.0K | 0.06% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 8,750 | $312.0K | 0.03% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 8,823 | $314.0K | 0.07% | −895−9.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,855 | $316.0K | 0.00% | −8,950−50.3% | Reduced |
| Nissay Asset Management Corp | 8,917 | $318.0K | 0.00% | +1,500+20.2% | Added |
| Gradient Investments LLC | 8,951 | $319.0K | 0.01% | −300−3.2% | Reduced |
| Apollon Wealth Management, LLC | 9,053 | $323.0K | 0.04% | −1,627−15.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,100 | $324.0K | 0.00% | +9,100 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 9,237 | $329.0K | 0.01% | +9,000+3,797.5% | Added |
| Adviser Investments LLC | 9,356 | $333.0K | 0.02% | −224−2.3% | Reduced |
| IPG Investment Advisors LLC | 9,469 | $337.4K | 0.11% | −890−8.6% | Reduced |
| Exane Derivatives | 9,624 | $342.9K | 0.09% | −2,471−20.4% | Reduced |
| ACG Wealth | 9,702 | $346.0K | 0.05% | −2,215−18.6% | Reduced |
| StoneX Group Inc. | 9,760 | $348.0K | 0.05% | +2,068+26.9% | Added |
| Brighton Jones LLC | 9,895 | $353.0K | 0.02% | +2,355+31.2% | Added |
| O'Shaughnessy Asset Management, LLC | 9,922 | $354.0K | 0.01% | +935+10.4% | Added |
| SRS Capital Advisors, Inc. | 10,000 | $356.0K | 0.05% | +500+5.3% | Added |
| Enlightenment Research, LLC | 10,000 | $356.0K | 0.43% | +10,000 | New |
| Koss-Olinger Consulting, LLC | 10,019 | $357.0K | 0.06% | −20,000−66.6% | Reduced |
| IHT Wealth Management, LLC | 10,016 | $357.0K | 0.03% | −4,183−29.5% | Reduced |
| Octavia Wealth Advisors, LLC | 10,410 | $371.0K | 0.09% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 10,750 | $383.0K | 0.00% | −567−5.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,958 | $390.0K | 0.01% | −20,833−65.5% | Reduced |
| Park Avenue Securities LLC | 11,218 | $400.0K | 0.01% | +84+0.8% | Added |
| Hexavest Inc. | 11,410 | $407.0K | 0.02% | +5,469+92.1% | Added |
| Perigon Wealth Management, LLC | 11,753 | $419.0K | 0.04% | −2,065−14.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 12,000 | $432.0K | 0.03% | −8,300−40.9% | Reduced |
| Keybank National Association | 12,329 | $439.0K | 0.00% | +353+2.9% | Added |
| Malaga Cove Capital, LLC | 12,578 | $448.0K | 0.19% | +12,578 | New |
| Sowell Financial Services LLC | 12,656 | $451.0K | 0.03% | +108+0.9% | Added |
| Hancock Whitney Corp | 12,715 | $453.0K | 0.02% | +6,006+89.5% | Added |
| Engineers Gate Manager LP | 12,890 | $459.0K | 0.03% | +3,840+42.4% | Added |
| Avidian Wealth Solutions, LLC | 12,915 | $460.0K | 0.04% | +9,060+235.0% | Added |
| Assenagon Asset Management S.A. | 12,918 | $460.0K | 0.00% | +12,918 | New |
| Agf Investments Inc. | 13,200 | $470.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,218 | $471.0K | 0.00% | −9,341−41.4% | Reduced |
| Blair William & Co | 13,371 | $476.0K | 0.00% | −1,808−11.9% | Reduced |
| Sovereign Financial Group, Inc. | 13,350 | $476.0K | 0.27% | −6,750−33.6% | Reduced |
| DuPont Capital Management Corp | 13,377 | $477.0K | 0.02% | −1,544−10.3% | Reduced |
| Credit Agricole S A | 13,964 | $497.0K | 0.02% | −2,411−14.7% | Reduced |
| NEXT Financial Group, Inc | 13,995 | $498.0K | 0.04% | −1,424−9.2% | Reduced |
| U S Global Investors Inc | 14,000 | $499.0K | 0.02% | +14,000 | New |
| Bard Financial Services, Inc. | 14,025 | $500.0K | 0.04% | −2,575−15.5% | Reduced |
| Valeo Financial Advisors, LLC | 14,124 | $503.0K | 0.03% | +3,526+33.3% | Added |
| Total Investment Management Inc | 14,159 | $504.0K | 0.13% | −5,350−27.4% | Reduced |
| Resources Investment Advisors, LLC. | 14,330 | $511.0K | 0.02% | −1,013−6.6% | Reduced |
| Eaton Vance Management | 15,273 | $529.0K | 0.00% | −8,516−35.8% | Reduced |
| Capula Management Ltd | 14,836 | $529.0K | 0.04% | +9,259+166.0% | Added |
| SG3 Management, LLC | 15,000 | $534.0K | 0.19% | +15,000 | New |
| Silicon Valley Capital Partners | 15,057 | $536.0K | 0.10% | +9,675+179.8% | Added |
| Wedbush Securities Inc | 15,093 | $538.0K | 0.03% | −2,745−15.4% | Reduced |
| Van Hulzen Asset Management, LLC | 15,200 | $542.0K | 0.08% | +100+0.7% | Added |
| Financial Management Professionals, Inc. | 15,436 | $550.0K | 0.13% | −190−1.2% | Reduced |
| Mercer Global Advisors Inc | 15,503 | $552.0K | 0.00% | +376+2.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 15,630 | $557.0K | 0.18% | +1,806+13.1% | Added |
| Wetherby Asset Management Inc | 15,614 | $557.0K | 0.03% | +4,104+35.7% | Added |
| Founders Financial Securities LLC | 16,345 | $582.0K | 0.12% | +555+3.5% | Added |
| Cordatus Wealth Management LLC | 16,352 | $583.0K | 0.45% | +16,352 | New |
| Signaturefd, LLC | 16,576 | $591.0K | 0.02% | −3,442−17.2% | Reduced |
| Gladstone Institutional Advisory LLC | 16,833 | $600.0K | 0.06% | +553+3.4% | Added |
| Tradition Wealth Management, LLC | 17,131 | $610.0K | 0.09% | +4,979+41.0% | Added |
| United Capital Financial Advisers, LLC | 17,633 | $628.0K | 0.00% | −1,650−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,846 | $636.0K | 0.01% | −8,074−31.1% | Reduced |
| Copperwynd Financial, LLC | 17,907 | $638.0K | 0.26% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 17,992 | $641.0K | 0.04% | +442+2.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,231 | $649.0K | 0.02% | −149,098−89.1% | Reduced |
| Moors & Cabot, Inc. | 18,100 | $652.0K | 0.04% | +8,900+96.7% | Added |