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 |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 16,806 | $532.0K | 0.08% | +1,749+11.6% | Added |
| Fisher Asset Management, LLC | 16,599 | $526.0K | 0.00% | −2,725−14.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 16,191 | $512.0K | 0.04% | +16,170+77,000.0% | Added |
| Steward Partners Investment Advisory, LLC | 16,138 | $511.0K | 0.01% | −1,708−9.6% | Reduced |
| Wetherby Asset Management Inc | 15,997 | $507.0K | 0.03% | +383+2.5% | Added |
| 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 |
| Axxcess Wealth Management, LLC | 15,848 | $502.0K | 0.04% | +15,848 | New |
| US Bancorp | 15,501 | $491.0K | 0.00% | −3,417−18.1% | Reduced |
| Financial Management Professionals, Inc. | 15,424 | $489.0K | 0.10% | −12−0.1% | Reduced |
| NEXT Financial Group, Inc | 15,430 | $489.0K | 0.03% | +1,435+10.3% | Added |
| Gladstone Institutional Advisory LLC | 15,376 | $487.0K | 0.04% | −1,457−8.7% | Reduced |
| Avidian Wealth Solutions, LLC | 15,240 | $483.0K | 0.03% | +2,325+18.0% | Added |
| China Universal Asset Management Co., Ltd. | 14,800 | $469.0K | 0.11% | +14,800 | New |
| Total Investment Management Inc | 14,114 | $447.0K | 0.07% | −45−0.3% | Reduced |
| Bard Financial Services, Inc. | 14,025 | $444.0K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 13,874 | $440.0K | 0.02% | −4,118−22.9% | Reduced |
| Keybank National Association | 13,263 | $420.0K | 0.00% | +934+7.6% | Added |
| Valeo Financial Advisors, LLC | 13,224 | $419.0K | 0.02% | −900−6.4% | Reduced |
| Resources Investment Advisors, LLC. | 13,209 | $418.0K | 0.02% | −1,121−7.8% | Reduced |
| Agf Investments Inc. | 13,200 | $418.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 12,989 | $411.0K | 0.01% | −3,587−21.6% | Reduced |
| Mercer Global Advisors Inc | 12,824 | $406.0K | 0.00% | −2,679−17.3% | Reduced |
| Assenagon Asset Management S.A. | 12,743 | $404.0K | 0.00% | −175−1.4% | Reduced |
| Wedbush Securities Inc | 12,683 | $402.0K | 0.02% | −2,410−16.0% | Reduced |
| Blair William & Co | 12,572 | $398.0K | 0.00% | −799−6.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 12,442 | $394.0K | 0.19% | −43,365−77.7% | Reduced |
| Sowell Financial Services LLC | 12,298 | $390.0K | 0.02% | −358−2.8% | Reduced |
| IPG Investment Advisors LLC | 12,087 | $383.0K | 0.07% | +2,618+27.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 12,000 | $380.0K | 0.01% | +2,763+29.9% | Added |
| Perigon Wealth Management, LLC | 11,798 | $374.0K | 0.03% | +45+0.4% | Added |
| Park Avenue Securities LLC | 11,654 | $369.0K | 0.01% | +436+3.9% | Added |
| Adams Asset Advisors, LLC | 11,554 | $366.0K | 0.07% | +2,811+32.2% | Added |
| RTD Financial Advisors, Inc. | 11,500 | $364.0K | 0.05% | +11,500 | New |
| MBB Public Markets I LLC | 11,437 | $362.0K | 0.01% | +11,437 | New |
| Desjardins Global Asset Management Inc. | 11,410 | $361.0K | 0.03% | +11,410 | New |
| Connectus Wealth, LLC | 11,200 | $355.0K | 0.01% | +11,200 | New |
| Schonfeld Strategic Advisors LLC | 11,200 | $354.0K | 0.00% | +11,200 | New |
| Chevy Chase Trust Holdings, Inc. | 10,750 | $341.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,582 | $335.2K | 0.00% | +9,125+626.3% | Added |
| Cubist Systematic Strategies, LLC | 10,441 | $331.0K | 0.00% | −40,488−79.5% | Reduced |
| qPULA Trading Management LP | 10,324 | $327.0K | 0.58% | −23,928−69.9% | Reduced |
| Capula Management Ltd | 10,300 | $326.0K | 0.02% | −4,536−30.6% | Reduced |
| Lake Street Financial LLC | 10,294 | $326.0K | 0.06% | +10,294 | New |
| Wealth Management Solutions, LLC | 10,050 | $318.0K | 0.16% | +10,050 | New |
| IHT Wealth Management, LLC | 10,011 | $317.0K | 0.02% | −50.0% | Reduced |
| SRS Capital Advisors, Inc. | 10,000 | $317.0K | 0.04% | 00.0% | Unchanged |
| Eaton Vance Management | 9,817 | $311.0K | 0.00% | −5,456−35.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 9,809 | $311.0K | 0.22% | +9,809 | New |
| Polaris Wealth Advisory Group, LLC | 9,800 | $310.0K | 0.02% | −2,200−18.3% | Reduced |
| Nissay Asset Management Corp | 9,774 | $310.0K | 0.00% | +857+9.6% | Added |
| ACG Wealth | 9,702 | $307.0K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,678 | $307.0K | 0.02% | +625+6.9% | Added |
| LGT Group Foundation | 9,700 | $307.0K | 0.01% | +9,700 | New |
| Pallas Capital Advisors LLC | 11,100 | $304.0K | 0.04% | −10,687−49.1% | Reduced |
| Brighton Jones LLC | 9,427 | $299.0K | 0.01% | −468−4.7% | Reduced |
| Adviser Investments LLC | 9,356 | $296.0K | 0.02% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 9,286 | $294.0K | 0.03% | −20,075−68.4% | Reduced |
| Money Concepts Capital Corp | 9,202 | $292.0K | 0.02% | +9,202 | New |
| Hancock Whitney Corp | 9,144 | $290.0K | 0.01% | −3,571−28.1% | Reduced |
| Permian Investment Partners, LP | 8,980 | $284.0K | 0.03% | +8,980 | New |
| Lincoln National Corp | 8,940 | $283.0K | 0.01% | +1,735+24.1% | Added |
| Rafferty Asset Management, LLC | 8,795 | $279.0K | 0.00% | +8,795 | New |
| Captrust Financial Advisors | 8,753 | $277.0K | 0.00% | +2,656+43.6% | Added |
| Octavia Wealth Advisors, LLC | 8,710 | $276.0K | 0.06% | −1,700−16.3% | Reduced |
| CWM, LLC | 8,586 | $272.0K | 0.00% | +8,586 | New |
| Nicholas Hoffman & Company, LLC. | 8,550 | $271.0K | 0.01% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 8,458 | $268.0K | 0.06% | −365−4.1% | Reduced |
| Moneta Group Investment Advisors LLC | 8,396 | $266.0K | 0.01% | +40.0% | Added |
| PSI Advisors, LLC | 8,378 | $265.0K | 0.11% | −200−2.3% | Reduced |
| Engineers Gate Manager LP | 8,340 | $264.0K | 0.01% | −4,550−35.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,283 | $262.0K | 0.09% | +8,283 | New |
| Madison Wealth Partners, Inc | 8,196 | $260.0K | 0.13% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,172 | $259.0K | 0.02% | −9,928−54.9% | Reduced |
| Csenge Advisory Group | 5,034 | $256.0K | 0.02% | +5,034 | New |
| IFP Advisors, Inc | 7,995 | $255.0K | 0.01% | +1,699+27.0% | Added |
| Abeille Asset Management SA | 8,000 | $253.0K | 0.06% | +8,000 | New |
| Visionary Wealth Advisors | 7,862 | $249.0K | 0.02% | +670+9.3% | Added |
| Kestra Private Wealth Services, LLC | 7,844 | $248.0K | 0.01% | +1,225+18.5% | Added |
| Meridian Wealth Management, LLC | 7,751 | $246.0K | 0.03% | −150−1.9% | Reduced |
| StoneX Group Inc. | 7,671 | $243.0K | 0.03% | −2,089−21.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 7,416 | $240.0K | 0.00% | −3,542−32.3% | Reduced |
| United Maritime Capital LLC | 7,500 | $238.0K | 0.27% | +1,000+15.4% | Added |
| O'Shaughnessy Asset Management, LLC | 7,466 | $237.0K | 0.00% | −2,456−24.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,450 | $236.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,416 | $235.0K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,230 | $234.0K | 0.00% | −1,625−18.4% | Reduced |
| Geneos Wealth Management Inc. | 7,305 | $231.0K | 0.01% | −310−4.1% | Reduced |
| Warther Private Wealth, LLC | 6,904 | $231.0K | 0.17% | −525−7.1% | Reduced |
| D.A. Davidson & Co. | 7,119 | $226.0K | 0.00% | −265−3.6% | Reduced |
| Exchange Traded Concepts, LLC | 7,130 | $226.0K | 0.00% | +2,004+39.1% | Added |
| Wealth Alliance | 7,089 | $225.0K | 0.05% | −183−2.5% | Reduced |
| Advisor Resource Council | 7,035 | $222.0K | 0.02% | +7,035 | New |
| MAI Capital Management | 6,991 | $221.0K | 0.00% | −12−0.2% | Reduced |
| Annex Advisory Services, LLC | 6,937 | $220.0K | 0.02% | −74,088−91.4% | Reduced |
| Cerity Partners LLC | 6,853 | $219.0K | 0.00% | +6,853 | New |
| Capital Investment Advisors, LLC | 6,864 | $217.0K | 0.01% | +1,203+21.3% | Added |
| Veriti Management LLC | 6,689 | $212.0K | 0.03% | −310−4.4% | Reduced |
| United Asset Strategies, Inc. | 6,584 | $209.0K | 0.02% | +100+1.5% | Added |
| Keywise Capital Management (HK) Ltd | 6,600 | $209.0K | 0.11% | +6,600 | New |