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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 4,872 | $174.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,864 | $173.0K | 0.00% | −1,760−26.6% | Reduced |
| Arkadios Wealth Advisors | 4,854 | $172.0K | 0.02% | −675−12.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,744 | $169.0K | 0.00% | +252+5.6% | Added |
| Spire Wealth Management | 4,265 | $157.0K | 0.00% | +889+26.3% | Added |
| CNB Bank | 4,410 | $157.0K | 0.09% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,397 | $156.7K | 0.08% | −1,801−29.1% | Reduced |
| Whittier Trust Co | 4,257 | $152.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,055 | $144.5K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,672 | $131.0K | 0.00% | −6−0.2% | Reduced |
| Proequities, Inc. | 3,635 | $130.0K | 0.01% | +1,139+45.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,463 | $124.0K | 0.00% | +1,097+46.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,369 | $120.0K | 0.02% | −38−1.1% | Reduced |
| Brewin Dolphin Ltd | 3,352 | $119.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,193 | $114.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 3,106 | $111.0K | 0.00% | −49,768−94.1% | Reduced |
| Evolution Wealth Advisors, LLC | 3,000 | $107.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,940 | $105.0K | 0.02% | −2,000−40.5% | Reduced |
| Acadian Asset Management LLC | 2,916 | $103.0K | 0.00% | +2,916 | New |
| Systematic Alpha Investments, LLC | 2,500 | $99.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,672 | $95.0K | 0.00% | +641+31.6% | Added |
| Berman Capital Advisors, LLC | 2,542 | $90.0K | 0.01% | +15+0.6% | Added |
| Larson Financial Group LLC | 2,436 | $87.0K | 0.02% | +515+26.8% | Added |
| Harbour Investments, Inc. | 2,411 | $86.0K | 0.00% | −1,530−38.8% | Reduced |
| Herold Advisors, Inc. | 2,300 | $81.0K | 0.03% | +2,300 | New |
| Jefferies Group LLC | 2,250 | $80.2K | 0.00% | −26,332−92.1% | Reduced |
| 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 |
| Blume Capital Management, Inc. | 2,080 | $74.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,928 | $69.0K | 0.00% | −78−3.9% | Reduced |
| CSS LLC | 1,913 | $68.0K | 0.00% | +1,913 | New |
| 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 |
| Toth Financial Advisory Corp | 1,699 | $61.0K | 0.01% | 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 |
| First PREMIER Bank | 1,500 | $53.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 1,000 | $53.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,457 | $52.0K | 0.00% | +570+64.3% | Added |
| Sandy Spring Bank | 1,341 | $48.0K | 0.00% | +121+9.9% | Added |
| Focused Wealth Management, Inc | 1,310 | $47.0K | 0.01% | −211−13.9% | 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 |
| HM Payson & Co | 1,250 | $45.0K | 0.00% | −200−13.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,220 | $43.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,153 | $41.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Archer Investment Corp | 1,070 | $38.1K | 0.01% | +25+2.4% | Added |
| Bedel Financial Consulting, Inc. | 1,078 | $38.0K | 0.01% | +300+38.6% | Added |
| 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 |
| GPS Wealth Strategies Group, LLC | 973 | $35.0K | 0.01% | −1,349−58.1% | Reduced |
| 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 |
| Kings Point Capital Management | 882 | $31.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Brewin Dolphin Wealth Management Ltd | 800 | $28.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 785 | $28.0K | 0.02% | −84−9.7% | Reduced |
| 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 |
| Your Advocates Ltd., LLP | 705 | $25.0K | 0.02% | +705 | New |
| Allworth Financial LP | 672 | $24.0K | 0.00% | +638+1,876.5% | Added |
| Optimum Investment Advisors | 650 | $23.0K | 0.01% | −310−32.3% | Reduced |
| Adirondack Trust Co | 570 | $22.0K | 0.01% | −260−31.3% | Reduced |
| Investors Research Corp | 550 | $20.0K | 0.01% | +400+266.7% | Added |
| 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 |
| 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 |
| Walled Lake Planning & Wealth Management, LLC | 500 | $18.0K | 0.01% | 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 |
| 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 |
| Halpern Financial, Inc. | 400 | $14.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Penserra Capital Management LLC | 364 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 331 | $12.0K | 0.00% | 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 |
| Global Financial Private Client, LLC | 300 | $10.6K | 0.01% | 00.0% | Unchanged |