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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 6,602 | $209.0K | 0.02% | +6,602 | New |
| Tamar Securities, LLC | 6,544 | $207.0K | 0.06% | +6,544 | New |
| Beacon Pointe Advisors, LLC | 6,525 | $207.0K | 0.01% | +6,525 | New |
| McKinley Capital Management LLC /Delaware | 6,500 | $206.0K | 0.02% | −2,250−25.7% | Reduced |
| CenterBook Partners LP | 6,418 | $203.0K | 0.12% | +6,418 | New |
| Merit Financial Group, LLC | 6,349 | $201.0K | 0.02% | −1,050−14.2% | Reduced |
| Exane Derivatives | 6,292 | $199.3K | 0.05% | −3,332−34.6% | Reduced |
| Garde Capital, Inc. | 5,580 | $177.0K | 0.02% | −486−8.0% | Reduced |
| Burleson & Company, LLC | 5,256 | $167.0K | 0.02% | +27+0.5% | Added |
| Quadrant Capital Group LLC | 4,978 | $158.0K | 0.02% | −1,073−17.7% | Reduced |
| North Star Investment Management Corp. | 4,830 | $153.0K | 0.01% | −42−0.9% | Reduced |
| Zullo Investment Group, Inc. | 4,810 | $152.0K | 0.08% | +4,810 | New |
| Snowden Capital Advisors LLC | 4,508 | $142.0K | 0.01% | −45,130−90.9% | Reduced |
| CNB Bank | 4,410 | $140.0K | 0.08% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,342 | $138.0K | 0.00% | −402−8.5% | Reduced |
| Whittier Trust Co | 4,257 | $135.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,182 | $132.5K | 0.11% | +4,182 | New |
| IndexIQ Advisors LLC | 4,076 | $129.0K | 0.00% | +4,076 | New |
| Atlas Capital Advisors LLC | 4,055 | $128.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,569 | $113.0K | 0.00% | −696−16.3% | Reduced |
| Castleview Partners, LLC | 3,484 | $110.0K | 0.00% | +3,484 | New |
| Parallel Advisors, LLC | 3,455 | $109.0K | 0.00% | +783+29.3% | Added |
| AdvisorNet Financial, Inc | 3,206 | $102.0K | 0.01% | +13+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,217 | $101.0K | 0.00% | −246−7.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,900 | $92.0K | 0.02% | +1,600+123.1% | Added |
| Fortitude Advisory Group L.L.C. | 2,844 | $90.0K | 0.05% | +2,844 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,594 | $82.0K | 0.01% | −775−23.0% | Reduced |
| Umb Bank N A | 2,541 | $81.0K | 0.00% | +2,541 | 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 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,406 | $71.3K | 0.00% | +2,406 | New |
| Larson Financial Group LLC | 2,176 | $69.0K | 0.01% | −260−10.7% | 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 |
| Cordasco Financial Network | 2,035 | $64.0K | 0.04% | −200−8.9% | Reduced |
| Federated Hermes, Inc. | 1,988 | $63.0K | 0.00% | −2,876−59.1% | Reduced |
| Proequities, Inc. | 1,960 | $62.0K | 0.00% | −1,675−46.1% | Reduced |
| Ci Investments Inc. | 1,928 | $61.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,890 | $60.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,805 | $57.0K | 0.00% | +1,805 | New |
| Toth Financial Advisory Corp | 1,699 | $54.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,500 | $48.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 1,476 | $47.0K | 0.04% | +1,476 | New |
| Financial Perspectives, Inc | 1,476 | $46.8K | 0.02% | −2,921−66.4% | Reduced |
| Reilly Financial Advisors, LLC | 1,452 | $46.0K | 0.00% | +1,452 | New |
| Jefferies Group LLC | 1,416 | $44.9K | 0.00% | −834−37.1% | Reduced |
| Fifth Third Bancorp | 1,381 | $44.0K | 0.00% | −2,291−62.4% | Reduced |
| 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 |
| TSFG, LLC | 1,300 | $41.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Creative Financial Designs Inc | 1,050 | $33.0K | 0.00% | −1,890−64.3% | Reduced |
| 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 |
| Leverty Financial Group, LLC | 1,000 | $31.0K | 0.02% | +1,000 | New |
| 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 |
| Evermay Wealth Management LLC | 834 | $26.0K | 0.00% | +5+0.6% | 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 |
| 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 |
| HHM Wealth Advisors, LLC | 728 | $23.0K | 0.01% | −425−36.9% | Reduced |
| Gradient Investments LLC | 678 | $21.0K | 0.00% | −8,273−92.4% | Reduced |
| Optimum Investment Advisors | 650 | $21.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 635 | $20.0K | 0.00% | +635 | 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 |
| 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 |
| Archer Investment Corp | 535 | $16.9K | 0.01% | −535−50.0% | Reduced |
| Close Asset Management Ltd | 505 | $16.0K | 0.00% | −40−7.3% | Reduced |
| Huntington National Bank | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 474 | $15.0K | 0.01% | +74+18.5% | Added |
| 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 |
| 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 |
| 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 |
| 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 |