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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 56,457 | $2.01M | 0.04% | −6,618−10.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 55,807 | $1.99M | 1.24% | −1,303−2.3% | Reduced |
| Massachusetts Financial Services Co | 55,213 | $1.97M | 0.00% | +33,203+150.9% | Added |
| Strategic Wealth Advisors Group, LLC | 54,057 | $1.93M | 0.09% | +2,806+5.5% | Added |
| Formula Growth Ltd | 52,570 | $1.87M | 0.27% | −19,091−26.6% | Reduced |
| Sigma Planning Corp | 52,418 | $1.87M | 0.06% | +3,622+7.4% | Added |
| Kestra Advisory Services, LLC | 51,497 | $1.83M | 0.02% | −6,896−11.8% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 51,461 | $1.83M | 1.14% | +51,461 | New |
| Cubist Systematic Strategies, LLC | 50,929 | $1.81M | 0.02% | +9,329+22.4% | Added |
| Hitchwood Capital Management LP | 50,000 | $1.78M | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 49,638 | $1.77M | 0.09% | −369−0.7% | Reduced |
| 180 Wealth Advisors, LLC | 44,967 | $1.70M | 0.37% | −2,522−5.3% | Reduced |
| Comerica Bank | 42,736 | $1.66M | 0.01% | −53,564−55.6% | Reduced |
| Price T Rowe Associates Inc | 46,300 | $1.65M | 0.00% | +7,000+17.8% | Added |
| Truist Financial Corp | 44,347 | $1.58M | 0.00% | −200−0.4% | Reduced |
| Picton Mahoney Asset Management | 43,900 | $1.56M | 0.06% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 42,379 | $1.51M | 0.05% | +16,400+63.1% | Added |
| Investment House LLC | 42,078 | $1.50M | 0.11% | −545−1.3% | Reduced |
| CIBC World Markets Inc. | 41,405 | $1.48M | 0.01% | −12,729−23.5% | Reduced |
| Azzad Asset Management Inc | 40,066 | $1.43M | 0.21% | +411+1.0% | Added |
| Griffin Asset Management, Inc. | 40,005 | $1.43M | 0.18% | −4,800−10.7% | Reduced |
| Prospera Financial Services Inc | 39,791 | $1.42M | 0.07% | +2,379+6.4% | Added |
| Cetera Investment Advisers | 38,568 | $1.37M | 0.02% | −320−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 37,420 | $1.33M | 0.03% | −690−1.8% | Reduced |
| MML Investors Services, LLC | 36,911 | $1.31M | 0.01% | −1,665−4.3% | Reduced |
| Driehaus Capital Management LLC | 36,129 | $1.29M | 0.02% | −1,006,804−96.5% | Reduced |
| Avestar Capital, LLC | 36,028 | $1.28M | 0.25% | +4,870+15.6% | Added |
| Stratos Wealth Partners, LTD. | 34,976 | $1.25M | 0.03% | −1,715−4.7% | Reduced |
| EMG Holdings, L.P. | 34,659 | $1.24M | 0.38% | +34,659 | New |
| qPULA Trading Management LP | 34,252 | $1.22M | 1.91% | +3,919+12.9% | Added |
| BIT Capital GmbH | 34,165 | $1.22M | 0.07% | +34,165 | New |
| Belpointe Asset Management LLC | 32,777 | $1.17M | 0.08% | +7,864+31.6% | Added |
| American Portfolios Advisors | 32,581 | $1.16M | 0.04% | +20,264+164.5% | Added |
| Equitable Holdings, Inc. | 31,539 | $1.12M | 0.02% | −11,889−27.4% | Reduced |
| HighPoint Advisor Group LLC | 30,942 | $1.10M | 0.11% | +3,878+14.3% | Added |
| Quinn Opportunity Partners LLC | 30,500 | $1.09M | 0.07% | 00.0% | Unchanged |
| Canal Insurance CO | 30,000 | $1.07M | 0.36% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 30,000 | $1.07M | 0.13% | +30,000 | New |
| GM Advisory Group, Inc. | 29,361 | $1.05M | 0.11% | −390−1.3% | Reduced |
| CIBC Asset Management Inc | 29,326 | $1.04M | 0.00% | +1,554+5.6% | Added |
| Derbend Asset Management | 29,143 | $1.04M | 0.98% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 29,011 | $1.03M | 0.11% | −21,853−43.0% | Reduced |
| Caption Management, LLC | 29,000 | $1.03M | 0.07% | +11,600+66.7% | Added |
| Envestnet Asset Management Inc | 28,438 | $1.01M | 0.00% | +8,345+41.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 28,210 | $1.00M | 0.04% | −6,620−19.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 27,978 | $997.0K | 0.01% | +22,978+459.6% | Added |
| Steel Peak Wealth Management LLC | 27,959 | $996.0K | 0.07% | −36,461−56.6% | Reduced |
| Fagan Associates, Inc. | 27,923 | $995.0K | 0.22% | −3,042−9.8% | Reduced |
| Mariner, LLC | 27,218 | $970.0K | 0.01% | +9,036+49.7% | Added |
| Integrated Wealth Concepts LLC | 27,142 | $967.0K | 0.03% | −245−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 27,030 | $965.0K | 0.02% | +2,646+10.9% | Added |
| Vishria Bird Financial Group, LLC | 26,087 | $929.0K | 0.49% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 25,853 | $921.0K | 0.01% | −3,681−12.5% | Reduced |
| Pallas Capital Advisors LLC | 21,787 | $904.0K | 0.10% | +21,787 | New |
| Magnus Financial Group LLC | 25,215 | $898.0K | 0.19% | +1,359+5.7% | Added |
| Green Alpha Advisors, LLC | 24,684 | $879.0K | 0.61% | +1,695+7.4% | Added |
| Cigna Investments Inc | 24,082 | $858.0K | 0.06% | +1,253+5.5% | Added |
| Lindbrook Capital, LLC | 23,822 | $849.0K | 0.22% | +5,263+28.4% | Added |
| Cushing Asset Management, LP | 22,935 | $817.0K | 0.08% | +8,412+57.9% | Added |
| First Republic Investment Management, Inc. | 22,882 | $815.0K | 0.00% | +8,620+60.4% | Added |
| Compagnie Lombard Odier SCmA | 22,664 | $807.0K | 0.02% | −3,400−13.0% | Reduced |
| Advisory Services Network, LLC | 22,116 | $788.0K | 0.03% | −2,184−9.0% | Reduced |
| Principal Financial Group Inc | 21,782 | $776.0K | 0.00% | −3,444−13.7% | Reduced |
| NorthCoast Asset Management LLC | 21,647 | $771.0K | 0.03% | −79−0.4% | Reduced |
| Centiva Capital, LP | 21,277 | $758.0K | 0.06% | +21,277 | New |
| San Luis Wealth Advisors LLC | 21,231 | $756.0K | 0.42% | +21,231 | New |
| GWM Advisors LLC | 21,110 | $752.0K | 0.02% | −1,590−7.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 21,044 | $750.0K | 0.36% | +21,044 | New |
| Roman Butler Fullerton & Co | 18,891 | $748.0K | 0.35% | +13,981+284.7% | Added |
| Point72 Hong Kong Ltd | 20,998 | $748.0K | 0.06% | +20,998 | New |
| Laidlaw Wealth Management LLC | 20,848 | $743.0K | 0.19% | +11,079+113.4% | Added |
| Pathstone Family Office, LLC | 20,337 | $725.0K | 0.02% | +1,646+8.8% | Added |
| Redpoint Investment Management Pty Ltd | 20,007 | $713.0K | 0.06% | −2,106−9.5% | Reduced |
| Ausdal Financial Partners, Inc. | 19,440 | $693.0K | 0.10% | +2,000+11.5% | Added |
| Cresset Asset Management, LLC | 19,378 | $690.0K | 0.01% | −1,067−5.2% | Reduced |
| Fisher Asset Management, LLC | 19,324 | $689.0K | 0.00% | −2,965−13.3% | Reduced |
| Paradigm Financial Advisors, LLC | 19,256 | $686.0K | 0.16% | +1,675+9.5% | Added |
| US Bancorp | 18,918 | $673.0K | 0.00% | −2,529−11.8% | Reduced |
| American International Group, Inc. | 18,429 | $657.0K | 0.00% | +600+3.4% | Added |
| Moors & Cabot, Inc. | 18,100 | $652.0K | 0.04% | +8,900+96.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,231 | $649.0K | 0.02% | −149,098−89.1% | Reduced |
| Mutual Advisors, LLC | 17,992 | $641.0K | 0.04% | +442+2.5% | Added |
| Copperwynd Financial, LLC | 17,907 | $638.0K | 0.26% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,846 | $636.0K | 0.01% | −8,074−31.1% | Reduced |
| United Capital Financial Advisers, LLC | 17,633 | $628.0K | 0.00% | −1,650−8.6% | Reduced |
| Tradition Wealth Management, LLC | 17,131 | $610.0K | 0.09% | +4,979+41.0% | Added |
| Gladstone Institutional Advisory LLC | 16,833 | $600.0K | 0.06% | +553+3.4% | Added |
| Signaturefd, LLC | 16,576 | $591.0K | 0.02% | −3,442−17.2% | Reduced |
| Cordatus Wealth Management LLC | 16,352 | $583.0K | 0.45% | +16,352 | New |
| Founders Financial Securities LLC | 16,345 | $582.0K | 0.12% | +555+3.5% | 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 |
| Mercer Global Advisors Inc | 15,503 | $552.0K | 0.00% | +376+2.5% | Added |
| Financial Management Professionals, Inc. | 15,436 | $550.0K | 0.13% | −190−1.2% | Reduced |
| Van Hulzen Asset Management, LLC | 15,200 | $542.0K | 0.08% | +100+0.7% | Added |
| Wedbush Securities Inc | 15,093 | $538.0K | 0.03% | −2,745−15.4% | Reduced |
| Silicon Valley Capital Partners | 15,057 | $536.0K | 0.10% | +9,675+179.8% | Added |
| SG3 Management, LLC | 15,000 | $534.0K | 0.19% | +15,000 | New |
| 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 |