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 |
|---|---|---|---|---|---|
| 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 |
| Total Clarity Wealth Management, Inc. | 245 | $9.00K | 0.00% | +245 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Heritage Wealth Advisors | 135 | $4.81K | 0.00% | +110+440.0% | Added |
| Glen Eagle Advisors, LLC | 125 | $4.45K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 26 | $926 | 0.00% | +3+13.0% | Added |
| Tucker Asset Management LLC | 16 | $631 | 0.00% | 00.0% | Unchanged |
| 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 |
| Gerber Kawasaki Wealth & Investment Management | 21 | – | – | −18,233−99.9% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,003,300−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −180,215−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −127,912−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −95,658−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −63,703−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −55,311−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −54,567−100.0% | Sold out |
| Atlas Principals, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −42,189−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −30,423−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −24,912−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −24,415−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −21,386−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −20,022−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,109−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,051−100.0% | Sold out |