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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delos Wealth Advisors, LLC | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 300 | $10.0K | 0.01% | +300 | New |
| Strengthening Families & Communities, LLC | 319 | $10.0K | 0.01% | +319 | New |
| Glassman Wealth Services | 337 | $11.0K | 0.00% | −145−30.1% | Reduced |
| Center for Financial Planning, Inc. | 355 | $11.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 500 | $11.0K | 0.00% | +280+127.3% | Added |
| Retirement Group, LLC | 388 | $12.0K | 0.01% | +25+6.9% | Added |
| Penserra Capital Management LLC | 392 | $12.0K | 0.00% | +28+7.7% | Added |
| FSB Premier Wealth Management, Inc. | 400 | $12.0K | 0.01% | +400 | New |
| Plante Moran Financial Advisors, LLC | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 404 | $13.0K | 0.00% | +22+5.8% | Added |
| FourThought Financial, LLC | 417 | $13.0K | 0.00% | +200+92.2% | Added |
| Adirondack Trust Co | 440 | $14.0K | 0.01% | −130−22.8% | Reduced |
| Princeton Global Asset Management LLC | 450 | $14.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 455 | $14.0K | 0.00% | +355+355.0% | Added |
| Outfitter Financial LLC | 450 | $14.0K | 0.01% | +450 | New |
| Activest Wealth Management | 459 | $15.0K | 0.01% | −1,100−70.6% | Reduced |
| Allworth Financial LP | 462 | $15.0K | 0.00% | −210−31.3% | Reduced |
| Halpern Financial, Inc. | 474 | $15.0K | 0.01% | +74+18.5% | Added |
| Close Asset Management Ltd | 505 | $16.0K | 0.00% | −40−7.3% | Reduced |
| Huntington National Bank | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 535 | $16.9K | 0.01% | −535−50.0% | Reduced |
| Your Advocates Ltd., LLP | 530 | $17.0K | 0.01% | −175−24.8% | Reduced |
| Investors Research Corp | 552 | $17.0K | 0.01% | +2+0.4% | Added |
| JFS Wealth Advisors, LLC | 542 | $17.0K | 0.00% | +42+8.4% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 531 | $17.0K | 0.01% | +531 | New |
| Harbour Investments, Inc. | 555 | $18.0K | 0.00% | −1,856−77.0% | Reduced |
| Tyler-Stone Wealth Management | 574 | $18.0K | 0.01% | +574 | New |
| CKW Financial Group | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 635 | $20.0K | 0.00% | +635 | New |
| Gradient Investments LLC | 678 | $21.0K | 0.00% | −8,273−92.4% | Reduced |
| Optimum Investment Advisors | 650 | $21.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 728 | $23.0K | 0.01% | −425−36.9% | Reduced |
| Monetary Management Group Inc | 750 | $24.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 742 | $24.0K | 0.00% | +260+53.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 800 | $25.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 785 | $25.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Group AG | 780 | $25.0K | 0.00% | +780 | New |
| Beaird Harris Wealth Management, LLC | 795 | $25.0K | 0.01% | +795 | New |
| Evermay Wealth Management LLC | 834 | $26.0K | 0.00% | +5+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 875 | $28.0K | 0.01% | −98−10.1% | Reduced |
| Kings Point Capital Management | 882 | $28.0K | 0.00% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 904 | $28.0K | 0.03% | +904 | New |
| Leverty Financial Group, LLC | 1,000 | $31.0K | 0.02% | +1,000 | New |
| Albion Financial Group | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,050 | $33.0K | 0.00% | −1,890−64.3% | Reduced |
| Ancora Advisors, LLC | 1,115 | $35.0K | 0.00% | −2−0.2% | Reduced |
| Fieldpoint Private Securities, LLC | 1,104 | $35.0K | 0.01% | −26−2.3% | Reduced |
| Carolinas Wealth Consulting LLC | 1,099 | $35.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,096 | $35.0K | 0.00% | +117+12.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,180 | $37.0K | 0.01% | +80+7.3% | Added |
| Bedel Financial Consulting, Inc. | 1,182 | $37.0K | 0.01% | +104+9.6% | Added |
| Ten Capital Wealth Advisors, LLC | 1,190 | $38.0K | 0.02% | −30−2.5% | Reduced |
| Paragon Capital Management Ltd | 1,193 | $38.0K | 0.01% | +1,193 | New |
| TSFG, LLC | 1,300 | $41.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,310 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,310 | $42.0K | 0.02% | +1,310 | New |
| Gould Capital, LLC | 1,330 | $42.0K | 0.03% | +1,330 | New |
| Fifth Third Bancorp | 1,381 | $44.0K | 0.00% | −2,291−62.4% | Reduced |
| Jefferies Group LLC | 1,416 | $44.9K | 0.00% | −834−37.1% | Reduced |
| Reilly Financial Advisors, LLC | 1,452 | $46.0K | 0.00% | +1,452 | New |
| Financial Perspectives, Inc | 1,476 | $46.8K | 0.02% | −2,921−66.4% | Reduced |
| Monolith Advisors | 1,476 | $47.0K | 0.04% | +1,476 | New |
| First PREMIER Bank | 1,500 | $48.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,699 | $54.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,805 | $57.0K | 0.00% | +1,805 | New |
| First Command Financial Services, Inc. | 1,890 | $60.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,928 | $61.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,960 | $62.0K | 0.00% | −1,675−46.1% | Reduced |
| Federated Hermes, Inc. | 1,988 | $63.0K | 0.00% | −2,876−59.1% | Reduced |
| Cordasco Financial Network | 2,035 | $64.0K | 0.04% | −200−8.9% | Reduced |
| First Command Bank | 1,890 | $67.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,131 | $67.0K | 0.00% | +790+58.9% | Added |
| Larson Financial Group LLC | 2,176 | $69.0K | 0.01% | −260−10.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,406 | $71.3K | 0.00% | +2,406 | New |
| Hantz Financial Services, Inc. | 2,382 | $75.0K | 0.00% | +132+5.9% | Added |
| 1832 Asset Management L.P. | 2,200 | $75.0K | 0.00% | +1,350+158.8% | Added |
| Umb Bank N A | 2,541 | $81.0K | 0.00% | +2,541 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,594 | $82.0K | 0.01% | −775−23.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,844 | $90.0K | 0.05% | +2,844 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2,900 | $92.0K | 0.02% | +1,600+123.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,217 | $101.0K | 0.00% | −246−7.1% | Reduced |
| AdvisorNet Financial, Inc | 3,206 | $102.0K | 0.01% | +13+0.4% | Added |
| Parallel Advisors, LLC | 3,455 | $109.0K | 0.00% | +783+29.3% | Added |
| Castleview Partners, LLC | 3,484 | $110.0K | 0.00% | +3,484 | New |
| Spire Wealth Management | 3,569 | $113.0K | 0.00% | −696−16.3% | Reduced |
| Atlas Capital Advisors LLC | 4,055 | $128.5K | 0.02% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 4,076 | $129.0K | 0.00% | +4,076 | New |
| Stephens Consulting, LLC | 4,182 | $132.5K | 0.11% | +4,182 | New |
| Whittier Trust Co | 4,257 | $135.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,342 | $138.0K | 0.00% | −402−8.5% | Reduced |
| CNB Bank | 4,410 | $140.0K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,508 | $142.0K | 0.01% | −45,130−90.9% | Reduced |
| Zullo Investment Group, Inc. | 4,810 | $152.0K | 0.08% | +4,810 | New |
| North Star Investment Management Corp. | 4,830 | $153.0K | 0.01% | −42−0.9% | Reduced |
| Quadrant Capital Group LLC | 4,978 | $158.0K | 0.02% | −1,073−17.7% | Reduced |
| Burleson & Company, LLC | 5,256 | $167.0K | 0.02% | +27+0.5% | Added |
| Garde Capital, Inc. | 5,580 | $177.0K | 0.02% | −486−8.0% | Reduced |