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, Q1 2022
Institutional positions in NIO Inc. as of Mar 31, 2022. 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
- 529
- −71 vs. Q4 2021
- Shares held
- 537.4M
- −4.55M (−0.8%) vs. Q4 2021
- Total value
- $11.3B
- −$5.82B (−33.9%) vs. Q4 2021
- New holders
- 65
- 190 more added
- Sold out
- 136
- 161 more reduced
7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adirondack Trust Co | 440 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 417 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 409 | $9.00K | 0.00% | +72+21.4% | Added |
| Halpern Financial, Inc. | 474 | $9.98K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 533 | $10.5K | 0.00% | −2−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 500 | $11.0K | 0.00% | −375−42.9% | Reduced |
| Gradient Investments LLC | 538 | $11.0K | 0.00% | −140−20.6% | Reduced |
| JFS Wealth Advisors, LLC | 500 | $11.0K | 0.00% | −42−7.7% | Reduced |
| Your Advocates Ltd., LLP | 530 | $11.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $11.0K | 0.01% | +200+66.7% | Added |
| Tyler-Stone Wealth Management | 574 | $12.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 562 | $12.0K | 0.00% | +10+1.8% | Added |
| Evermay Wealth Management LLC | 609 | $13.0K | 0.00% | −225−27.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 595 | $13.0K | 0.00% | −200−25.2% | Reduced |
| BIT Capital GmbH | 650 | $13.7K | 0.00% | −18,110−96.5% | Reduced |
| Optimum Investment Advisors | 650 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 662 | $14.0K | 0.00% | +662 | New |
| DeDora Capital, Inc. | 688 | $14.0K | 0.01% | +688 | New |
| Monetary Management Group Inc | 750 | $16.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 505 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 800 | $17.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 802 | $17.0K | 0.00% | +60+8.1% | Added |
| O'Dell Group, LLC | 828 | $17.0K | 0.01% | +828 | New |
| Activest Wealth Management | 848 | $18.0K | 0.01% | +389+84.7% | Added |
| First Horizon Advisors, Inc. | 900 | $19.0K | 0.00% | −196−17.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 939 | $20.0K | 0.01% | −251−21.1% | Reduced |
| Albion Financial Group | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 983 | $21.0K | 0.01% | +198+25.2% | Added |
| Creative Financial Designs Inc | 1,050 | $22.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,099 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Group AG | 1,093 | $23.0K | 0.00% | +313+40.1% | Added |
| Covestor Ltd | 1,088 | $23.0K | 0.02% | +1,088 | New |
| Endurance Wealth Management, Inc. | 1,200 | $25.0K | 0.00% | +1,000+500.0% | Added |
| Joseph P. Lucia & Associates, LLC | 1,171 | $25.0K | 0.02% | +1,171 | New |
| Gould Capital, LLC | 1,255 | $26.0K | 0.02% | −75−5.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,240 | $26.0K | 0.00% | +60+5.1% | Added |
| Ancora Advisors, LLC | 1,215 | $26.0K | 0.00% | +100+9.0% | Added |
| TSFG, LLC | 1,300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,310 | $28.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,381 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,382 | $29.0K | 0.01% | +200+16.9% | Added |
| Toth Financial Advisory Corp | 1,425 | $30.0K | 0.00% | −274−16.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,495 | $31.0K | 0.01% | −1,099−42.4% | Reduced |
| First PREMIER Bank | 1,500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,511 | $32.0K | 0.00% | +1,281+557.0% | Added |
| Harbor Investment Advisory, LLC | 1,528 | $32.0K | 0.00% | +1,338+704.2% | Added |
| Global Retirement Partners, LLC | 2,180 | $32.0K | 0.00% | +2,180 | New |
| Proequities, Inc. | 1,632 | $34.0K | 0.00% | −328−16.7% | Reduced |
| Spire Wealth Management | 1,716 | $36.0K | 0.00% | −1,853−51.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,753 | $37.0K | 0.01% | +1,025+140.8% | Added |
| Geneos Wealth Management Inc. | 1,900 | $39.0K | 0.00% | −5,405−74.0% | Reduced |
| Fieldpoint Private Securities, LLC | 1,844 | $39.0K | 0.01% | +740+67.0% | Added |
| Allworth Financial LP | 1,864 | $39.0K | 0.00% | +1,402+303.5% | Added |
| First Command Bank | 1,890 | $40.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,890 | $40.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,903 | $40.1K | 0.02% | +427+28.9% | Added |
| Ci Investments Inc. | 1,928 | $41.0K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 2,000 | $42.0K | 0.02% | +2,000 | New |
| Sandy Spring Bank | 2,031 | $43.0K | 0.00% | −100−4.7% | Reduced |
| Hantz Financial Services, Inc. | 2,114 | $44.0K | 0.00% | −268−11.3% | Reduced |
| Stephens Consulting, LLC | 2,182 | $45.9K | 0.04% | −2,000−47.8% | Reduced |
| Cordasco Financial Network | 2,235 | $47.0K | 0.03% | +200+9.8% | Added |
| Monolith Advisors | 1,476 | $47.0K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,300 | $48.4K | 0.02% | +2,300 | New |
| Plante Moran Financial Advisors, LLC | 2,400 | $51.0K | 0.01% | +2,000+500.0% | Added |
| Umb Bank N A | 2,462 | $52.0K | 0.00% | −79−3.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,557 | $54.0K | 0.03% | −287−10.1% | Reduced |
| Parallel Advisors, LLC | 2,970 | $66.0K | 0.00% | −485−14.0% | Reduced |
| Lindbrook Capital, LLC | 3,798 | $80.0K | 0.01% | −29,259−88.5% | Reduced |
| Atlas Capital Advisors LLC | 4,121 | $86.7K | 0.01% | +66+1.6% | Added |
| CNB Bank | 4,410 | $93.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,614 | $96.0K | 0.00% | +1,397+43.4% | Added |
| North Star Investment Management Corp. | 4,830 | $102.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 4,860 | $102.0K | 0.05% | +50+1.0% | Added |
| IndexIQ Advisors LLC | 4,973 | $105.0K | 0.00% | +897+22.0% | Added |
| Burleson & Company, LLC | 5,516 | $116.0K | 0.02% | +260+4.9% | Added |
| Wahed Invest LLC | 6,089 | $128.0K | 0.08% | +6,089 | New |
| Garde Capital, Inc. | 6,676 | $141.0K | 0.01% | +1,096+19.6% | Added |
| CWM, LLC | 6,868 | $145.0K | 0.00% | −1,718−20.0% | Reduced |
| Quadrant Capital Group LLC | 7,257 | $152.0K | 0.02% | +2,279+45.8% | Added |
| Whittier Trust Co of Nevada Inc | 7,450 | $157.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 8,160 | $172.0K | 0.05% | +6,850+522.9% | Added |
| PSI Advisors, LLC | 8,478 | $178.0K | 0.07% | +100+1.2% | Added |
| IFP Advisors, Inc | 21,696 | $189.0K | 0.00% | +13,701+171.4% | Added |
| Desjardins Global Asset Management Inc. | 9,317 | $196.0K | 0.02% | −2,093−18.3% | Reduced |
| Brighton Jones LLC | 9,629 | $203.0K | 0.01% | +202+2.1% | Added |
| O'Shaughnessy Asset Management, LLC | 9,621 | $203.0K | 0.00% | +2,155+28.9% | Added |
| IHT Wealth Management, LLC | 9,776 | $206.0K | 0.02% | −235−2.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,890 | $208.0K | 0.07% | +1,607+19.4% | Added |
| Buckingham Strategic Wealth, LLC | 9,933 | $209.0K | 0.00% | +9,933 | New |
| Silicon Valley Capital Partners | 9,953 | $210.0K | 0.03% | −6,853−40.8% | Reduced |
| Larson Financial Group LLC | 9,981 | $210.0K | 0.03% | +7,805+358.7% | Added |
| SRS Capital Advisors, Inc. | 10,000 | $211.0K | 0.03% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 10,000 | $211.0K | 0.07% | +10,000 | New |
| Belmont Capital, LLC | 10,000 | $211.0K | 0.21% | +10,000 | New |
| JustInvest LLC | 10,081 | $212.0K | 0.01% | +10,081 | New |
| LGT Group Foundation | 9,700 | $213.0K | 0.00% | 00.0% | Unchanged |