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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in NIO Inc. as of Dec 31, 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
607
+36 vs. Q3 2021
Shares held
542.3M
+56.2M (+11.6%) vs. Q3 2021
Total value
$17.2B
−$146.5M (−0.8%) vs. Q3 2021
New holders
126
185 more added
Sold out
90
204 more reduced

9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 607 institutions
Q1 2021: 586 institutionsQ2 2021: 661 institutionsQ3 2021: 580 institutionsQ4 2021: 607 institutionsQ1 2022: 529 institutionsQ2 2022: 545 institutionsQ3 2022: 504 institutionsQ4 2022: 519 institutionsQ1 2023: 496 institutionsQ2 2023: 484 institutionsQ3 2023: 477 institutionsQ4 2023: 501 institutionsQ1 2024: 482 institutionsQ2 2024: 475 institutionsQ3 2024: 442 institutionsQ4 2024: 431 institutionsQ1 2025: 414 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 437 institutionsQ1 2026: 434 institutionsQ2 2026: 423 institutions
Value heldQ4 2021: $17.2B
Q1 2021: $18.2BQ2 2021: $25.4BQ3 2021: $17.3BQ4 2021: $17.2BQ1 2022: $11.3BQ2 2022: $11.8BQ3 2022: $8.15BQ4 2022: $5.07BQ1 2023: $5.19BQ2 2023: $4.82BQ3 2023: $3.86BQ4 2023: $3.77BQ1 2024: $1.49BQ2 2024: $1.14BQ3 2024: $1.19BQ4 2024: $774.7MQ1 2025: $843.7MQ2 2025: $573.1MQ3 2025: $2.45BQ4 2025: $1.62BQ1 2026: $1.68BQ2 2026: $1.38B
Institutions holding NIO and their total value by quarter
QuarterHoldersValue
Q2 2026423$1.38B
Q1 2026434$1.68B
Q4 2025437$1.62B
Q3 2025411$2.45B
Q2 2025385$573.1M
Q1 2025414$843.7M
Q4 2024431$774.7M
Q3 2024442$1.19B
Q2 2024475$1.14B
Q1 2024482$1.49B
Q4 2023501$3.77B
Q3 2023477$3.86B
Q2 2023484$4.82B
Q1 2023496$5.19B
Q4 2022519$5.07B
Q3 2022504$8.15B
Q2 2022545$11.8B
Q1 2022529$11.3B
Q4 2021607$17.2B
Q3 2021580$17.3B
Q2 2021661$25.4B
Q1 2021586$18.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q3 2021.

Institutions holding NIO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Institutional & Family Asset Management, LLC15$00.00%00.0%Unchanged
Wagner Wealth Management, LLC13$00.00%00.0%Unchanged
Duncker Streett & Co Inc10$00.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Hexagon Capital Partners LLC10$00.00%+2+25.0%Added
Bradley & Co. Private Wealth Management, LLC9$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC10$00.00%+10New
Ulland Investment Advisors, LLC2$00.00%+2New
Estabrook Capital Management10$3170.00%+10New
Tucker Asset Management LLC16$5190.00%00.0%Unchanged
Raffa Wealth Management, LLC26$8240.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC46$1.00K0.00%−174−79.1%Reduced
Earnest Partners LLC42$1.00K0.00%−58−58.0%Reduced
Hoey Investments, Inc28$1.00K0.00%−70−71.4%Reduced
Coastal Capital Group, Inc.44$1.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC31$1.00K0.00%−31−50.0%Reduced
Cullen/Frost Bankers, Inc.32$1.00K0.00%00.0%Unchanged
Washington Trust Co21$1.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc20$1.00K0.00%00.0%Unchanged
Edge Wealth Management LLC10$1.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC16$1.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC31$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC31$1.00K0.00%00.0%Unchanged
Professional Financial Advisors, LLC19$1.00K0.00%00.0%Unchanged
Pacifica Partners Inc.25$1.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC28$1.00K0.00%00.0%Unchanged
Covington Capital Management30$1.00K0.00%+30New
Westside Investment Management, Inc.50$1.00K0.00%+50New
FNY Investment Advisers, LLC50$1.00K0.00%+50New
Lake Point Wealth Management30$1.00K0.00%+30New
Prestige Wealth Management Group LLC16$1.00K0.00%+16New
Retirement Planning Co of New England, Inc.50$1.00K0.00%+50New
SJS Investment Consulting Inc.20$1.00K0.00%+20New
Shore Point Advisors, LLC37$1.00K0.00%+37New
Tilia Fiduciary Partners, Inc.20$1.00K0.00%+20New
Stonebridge Financial Planning Group, LLC100$2.00K0.00%00.0%Unchanged
Meeder Asset Management Inc50$2.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.100$2.00K0.00%+34+51.5%Added
AllSquare Wealth Management LLC48$2.00K0.00%00.0%Unchanged
BCR Wealth Strategies, LLC65$2.00K0.00%+65New
Rise Advisors, LLC70$2.22K0.00%+70New
Trustcore Financial Services, LLC101$3.00K0.00%−300−74.8%Reduced
Benjamin F. Edwards & Company, Inc.100$3.00K0.00%−100−50.0%Reduced
Bellevue Asset Management, LLC105$3.00K0.00%−100−48.8%Reduced
Holloway Wealth Management, LLC–$3.00K0.00%––
Lowe Wealth Advisors, LLC100$3.00K0.00%00.0%Unchanged
Field & Main Bank100$3.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC100$3.00K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd100$3.00K0.00%00.0%Unchanged
Assetmark, Inc80$3.00K0.00%+7+9.6%Added
JNBA Financial Advisors83$3.00K0.00%00.0%Unchanged
Simon Quick Advisors, LLC103$3.00K0.00%00.0%Unchanged
Bogart Wealth, LLC80$3.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC100$3.00K0.00%00.0%Unchanged
RGT Wealth Advisors, LLC85$3.00K0.00%+85New
Providence Capital Advisors, LLC100$3.00K0.00%+100New
Ford Financial Group, LLC120$3.00K0.00%+120New
Mach-1 Financial Group, Inc.123$3.00K0.00%+123New
Amplius Wealth Advisors, LLC100$3.00K0.00%+100New
Glen Eagle Advisors, LLC100$3.17K0.00%−25−20.0%Reduced
WFA Asset Management Corp100$3.17K0.00%+100New
JJJ Advisors Inc.122$4.00K0.00%−33−21.3%Reduced
Kayne Anderson Rudnick Investment Management LLC129$4.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.139$4.00K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.123$4.00K0.00%+123New
Gemmer Asset Management LLC161$5.00K0.00%00.0%Unchanged
Howe & Rusling Inc147$5.00K0.00%00.0%Unchanged
Heritage Wealth Advisors164$5.00K0.00%+29+21.5%Added
Bell Investment Advisors, Inc155$5.00K0.00%+116+297.4%Added
Cambridge Trust Co156$5.00K0.00%+156New
Signet Financial Management, LLC154$5.00K0.00%+154New
HM Payson & Co200$6.00K0.00%−1,050−84.0%Reduced
Harbor Investment Advisory, LLC190$6.00K0.00%−200−51.3%Reduced
Farmers & Merchants Trust Co of Chambersburg PA200$6.00K0.00%00.0%Unchanged
Atwood & Palmer Inc175$6.00K0.00%00.0%Unchanged
Central Trust Co209$6.00K0.00%+100+91.7%Added
Tradewinds Capital Management, LLC200$6.00K0.00%+100+100.0%Added
Parkside Financial Bank & Trust200$6.00K0.00%+200New
Endurance Wealth Management, Inc.200$6.00K0.00%+200New
Cornerstone Advisory, LLC205$6.00K0.00%+205New
Rinkey Investments200$6.00K0.01%+200New
Advanced Research Investment Solutions, LLC200$6.00K0.00%+200New
Clearstead Advisors, LLC230$7.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC225$7.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC212$7.00K0.00%00.0%Unchanged
Selective Wealth Management, Inc.210$7.00K0.00%00.0%Unchanged
Private Ocean, LLC210$7.00K0.00%+210New
Brewin Dolphin Ltd245$8.00K0.00%−3,107−92.7%Reduced
MV Capital Management, Inc.250$8.00K0.00%−250−50.0%Reduced
Brown Brothers Harriman & Co237$8.00K0.00%−47−16.5%Reduced
Cedar Wealth Management, LLC240$8.00K0.00%+240New
Future Financial Wealth Managment LLC250$8.00K0.01%+250New
Mechanics Financial Corp250$8.00K0.00%+250New
Asset Dedication, LLC235$9.00K0.00%−500−68.0%Reduced
Blue Bell Private Wealth Management, LLC290$9.00K0.00%+290New
Global Financial Private Client, LLC300$9.50K0.00%00.0%Unchanged
Valley National Advisers Inc300$10.0K0.00%−500−62.5%Reduced
McIlrath & Eck, LLC331$10.0K0.00%00.0%Unchanged
Hudock, Inc.319$10.0K0.00%00.0%Unchanged