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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 15,871 | $503.0K | 0.00% | −1,762−10.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 15,865 | $503.0K | 0.15% | +235+1.5% | Added |
| Wetherby Asset Management Inc | 15,997 | $507.0K | 0.03% | +383+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 16,138 | $511.0K | 0.01% | −1,708−9.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 16,191 | $512.0K | 0.04% | +16,170+77,000.0% | Added |
| Fisher Asset Management, LLC | 16,599 | $526.0K | 0.00% | −2,725−14.1% | Reduced |
| Silicon Valley Capital Partners | 16,806 | $532.0K | 0.08% | +1,749+11.6% | Added |
| Founders Financial Securities LLC | 16,820 | $533.0K | 0.10% | +475+2.9% | Added |
| Tradition Wealth Management, LLC | 16,846 | $534.0K | 0.07% | −285−1.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 17,130 | $543.0K | 0.43% | +17,130 | New |
| Vahanian & Associates Financial Planning Inc. | 17,140 | $543.0K | 0.44% | +17,140 | New |
| Avestar Capital, LLC | 17,740 | $562.0K | 0.10% | −18,288−50.8% | Reduced |
| Bokf, NA | 17,865 | $566.0K | 0.01% | +17,865 | New |
| American International Group, Inc. | 18,429 | $584.0K | 0.00% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 18,606 | $589.0K | 0.22% | +699+3.9% | Added |
| BIT Capital GmbH | 18,760 | $594.3K | 0.05% | −15,405−45.1% | Reduced |
| Compagnie Lombard Odier SCmA | 18,764 | $595.0K | 0.01% | −3,900−17.2% | Reduced |
| TCW Group Inc | 18,986 | $602.0K | 0.00% | +18,986 | New |
| Paradigm Financial Advisors, LLC | 19,321 | $612.0K | 0.14% | +65+0.3% | Added |
| Magnus Financial Group LLC | 20,015 | $634.0K | 0.12% | −5,200−20.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 20,007 | $634.0K | 0.05% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 20,395 | $646.0K | 0.66% | −836−3.9% | Reduced |
| Ausdal Financial Partners, Inc. | 20,678 | $655.0K | 0.09% | +1,238+6.4% | Added |
| Cantor Fitzgerald, L. P. | 20,947 | $664.0K | 0.05% | +20,947 | New |
| Ergoteles LLC | 21,075 | $668.0K | 0.03% | −386,865−94.8% | Reduced |
| Pathstone Family Office, LLC | 21,313 | $675.0K | 0.02% | +976+4.8% | Added |
| Stratos Wealth Partners, LTD. | 21,338 | $676.0K | 0.01% | −13,638−39.0% | Reduced |
| Laidlaw Wealth Management LLC | 21,393 | $678.0K | 0.11% | +545+2.6% | Added |
| GWM Advisors LLC | 21,514 | $682.0K | 0.01% | +404+1.9% | Added |
| Credit Agricole S A | 21,637 | $685.0K | 0.02% | +7,673+54.9% | Added |
| Harvest Investment Services, LLC | 22,484 | $712.0K | 0.30% | +22,484 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,908 | $725.0K | 0.02% | +4,677+25.7% | Added |
| Marathon Trading Investment Management LLC | 22,898 | $725.0K | 0.30% | +22,898 | New |
| National Pension Service | 23,257 | $737.0K | 0.00% | +23,257 | New |
| Guggenheim Capital LLC | 23,485 | $744.0K | 0.00% | −2,368−9.2% | Reduced |
| Seven Eight Capital, LP | 23,590 | $747.0K | 0.13% | +23,590 | New |
| Cigna Investments Inc | 23,782 | $753.0K | 0.06% | −300−1.2% | Reduced |
| Green Alpha Advisors, LLC | 25,596 | $811.0K | 0.55% | +912+3.7% | Added |
| Virtu Financial LLC | 25,711 | $815.0K | 0.08% | +25,711 | New |
| Vishria Bird Financial Group, LLC | 26,050 | $825.0K | 0.38% | −37−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 26,298 | $833.0K | 0.01% | −732−2.7% | Reduced |
| Lido Advisors, LLC | 26,499 | $839.0K | 0.02% | +18,790+243.7% | Added |
| Advisory Services Network, LLC | 26,739 | $847.0K | 0.02% | +4,623+20.9% | Added |
| Prospera Financial Services Inc | 26,745 | $848.0K | 0.04% | −13,046−32.8% | Reduced |
| Formula Growth Ltd | 26,964 | $854.0K | 0.15% | −25,606−48.7% | Reduced |
| ClariVest Asset Management LLC | 27,279 | $864.0K | 0.03% | −15,100−35.6% | Reduced |
| CIBC Asset Management Inc | 27,431 | $869.0K | 0.00% | −1,895−6.5% | Reduced |
| First Republic Investment Management, Inc. | 28,043 | $888.0K | 0.00% | +5,161+22.6% | Added |
| American Portfolios Advisors | 28,045 | $888.5K | 0.03% | −4,536−13.9% | Reduced |
| Derbend Asset Management | 28,143 | $892.0K | 0.87% | −1,000−3.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 28,210 | $894.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 28,757 | $911.0K | 0.03% | +1,615+6.0% | Added |
| Ibex Investors LLC | 30,000 | $950.0K | 0.51% | +30,000 | New |
| Kovitz Investment Group Partners, LLC | 20,000 | $975.0K | 0.02% | +20,000 | New |
| Independent Financial Group, LLC | 30,870 | $978.0K | 0.08% | +1,859+6.4% | Added |
| Gsa Capital Partners LLP | 30,954 | $981.0K | 0.12% | +30,954 | New |
| CIBC World Markets Inc. | 31,312 | $992.0K | 0.00% | −10,093−24.4% | Reduced |
| Equitable Holdings, Inc. | 31,475 | $997.0K | 0.02% | −64−0.2% | Reduced |
| CSS LLC | 32,784 | $1.04M | 0.05% | +30,871+1,613.7% | Added |
| Lindbrook Capital, LLC | 33,057 | $1.05M | 0.16% | +9,235+38.8% | Added |
| MML Investors Services, LLC | 33,111 | $1.05M | 0.01% | −3,800−10.3% | Reduced |
| Comerica Bank | 44,262 | $1.05M | 0.01% | +1,526+3.6% | Added |
| TD Waterhouse Canada Inc. | 33,323 | $1.07M | 0.01% | +33,323 | New |
| 180 Wealth Advisors, LLC | 41,467 | $1.13M | 0.25% | −3,500−7.8% | Reduced |
| Cushing Asset Management, LP | 35,798 | $1.13M | 0.11% | +12,863+56.1% | Added |
| Balyasny Asset Management LLC | 37,138 | $1.18M | 0.01% | +37,138 | New |
| Cetera Investment Advisers | 37,296 | $1.18M | 0.02% | −1,272−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 37,373 | $1.18M | 0.02% | +36,410+3,780.9% | Added |
| Centiva Capital, LP | 37,669 | $1.19M | 0.08% | +16,392+77.0% | Added |
| Truist Financial Corp | 39,893 | $1.26M | 0.00% | −4,454−10.0% | Reduced |
| Trivest Advisors Ltd | 40,000 | $1.27M | 0.12% | +40,000 | New |
| Azzad Asset Management Inc | 40,241 | $1.27M | 0.17% | +175+0.4% | Added |
| U S Global Investors Inc | 44,000 | $1.39M | 0.05% | +30,000+214.3% | Added |
| Yousif Capital Management, LLC | 44,179 | $1.40M | 0.01% | +44,179 | New |
| B. Metzler seel. Sohn & Co. AG | 43,574 | $1.41M | 0.02% | +43,574 | New |
| Cresset Asset Management, LLC | 44,808 | $1.42M | 0.01% | +25,430+131.2% | Added |
| SG3 Management, LLC | 45,000 | $1.43M | 0.14% | +30,000+200.0% | Added |
| Bank of Nova Scotia | 45,400 | $1.44M | 0.00% | −202,070−81.7% | Reduced |
| Oppenheimer & Co Inc | 45,650 | $1.45M | 0.03% | −10,807−19.1% | Reduced |
| Griffin Asset Management, Inc. | 45,990 | $1.46M | 0.18% | +5,985+15.0% | Added |
| Price T Rowe Associates Inc | 46,300 | $1.47M | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 46,387 | $1.47M | 0.09% | +13,610+41.5% | Added |
| Sigma Planning Corp | 46,431 | $1.47M | 0.04% | −5,987−11.4% | Reduced |
| Enlightenment Research, LLC | 46,800 | $1.48M | 2.11% | +36,800+368.0% | Added |
| Kestra Advisory Services, LLC | 47,856 | $1.52M | 0.02% | −3,641−7.1% | Reduced |
| Crossmark Global Holdings, Inc. | 49,840 | $1.58M | 0.03% | +12,420+33.2% | Added |
| Canal Insurance CO | 50,000 | $1.58M | 0.47% | +20,000+66.7% | Added |
| Envestnet Asset Management Inc | 50,856 | $1.61M | 0.00% | +22,418+78.8% | Added |
| Caas Capital Management LP | 53,061 | $1.68M | 0.15% | −20,100−27.5% | Reduced |
| Daiwa Securities Group Inc. | 53,900 | $1.71M | 0.01% | −3,650−6.3% | Reduced |
| Prelude Capital Management, LLC | 54,156 | $1.72M | 0.09% | −50,709−48.4% | Reduced |
| Kercheville Advisors, LLC | 55,151 | $1.75M | 0.76% | −22,700−29.2% | Reduced |
| Strategic Wealth Advisors Group, LLC | 52,366 | $1.75M | 0.08% | −1,691−3.1% | Reduced |
| Janus Henderson Group PLC | 58,988 | $1.87M | 0.00% | −30,642−34.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 59,229 | $1.88M | 2.16% | +59,229 | New |
| Janney Montgomery Scott LLC | 60,655 | $1.92M | 0.01% | −6,960−10.3% | Reduced |
| Mariner, LLC | 60,921 | $1.93M | 0.01% | +33,703+123.8% | Added |
| Capstone Investment Advisors, LLC | 61,900 | $1.96M | 0.03% | +56,200+986.0% | Added |
| Allspring Global Investments Holdings, LLC | 62,960 | $1.99M | 0.00% | +62,960 | New |
| Steel Peak Wealth Management LLC | 63,576 | $2.01M | 0.12% | +35,617+127.4% | Added |