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 |
|---|---|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 13,544 | $285.0K | 0.23% | +3,735+38.1% | Added |
| Keybank National Association | 13,263 | $279.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $274.0K | 0.00% | −4,865−27.2% | Reduced |
| Marathon Trading Investment Management LLC | 12,826 | $270.0K | 0.12% | −10,072−44.0% | Reduced |
| StoneX Group Inc. | 12,579 | $264.8K | 0.02% | +4,908+64.0% | Added |
| Williams Jones Wealth Management, LLC. | 12,500 | $263.0K | 0.00% | +12,500 | New |
| Adviser Investments LLC | 12,356 | $260.0K | 0.02% | +3,000+32.1% | Added |
| Assenagon Asset Management S.A. | 12,273 | $258.0K | 0.00% | −470−3.7% | Reduced |
| 1832 Asset Management L.P. | 12,300 | $256.0K | 0.00% | +10,100+459.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 12,000 | $252.0K | 0.01% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 11,887 | $250.0K | 0.04% | +11,887 | New |
| Perigon Wealth Management, LLC | 11,833 | $249.0K | 0.02% | +35+0.3% | Added |
| Captrust Financial Advisors | 11,649 | $245.0K | 0.00% | +2,896+33.1% | Added |
| Capital Advisors Wealth Management, LLC | 11,646 | $245.0K | 0.07% | +11,646 | New |
| Newbridge Financial Services Group, Inc. | 11,592 | $244.0K | 0.12% | −850−6.8% | Reduced |
| Mutual Advisors, LLC | 11,525 | $243.0K | 0.01% | −2,349−16.9% | Reduced |
| Adams Asset Advisors, LLC | 11,554 | $243.0K | 0.04% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 11,510 | $242.0K | 0.00% | −97,237−89.4% | Reduced |
| Cantor Fitzgerald, L. P. | 11,449 | $241.0K | 0.02% | −9,498−45.3% | Reduced |
| International Assets Investment Management, LLC | 11,283 | $238.0K | 0.04% | +11,283 | New |
| Paces Ferry Wealth Advisors, LLC | 11,158 | $235.0K | 0.19% | +11,158 | New |
| Total Investment Management Inc | 11,114 | $234.0K | 0.04% | −3,000−21.3% | Reduced |
| RTD Financial Advisors, Inc. | 10,750 | $226.0K | 0.03% | −750−6.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 10,750 | $226.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 10,681 | $224.8K | 0.06% | +4,389+69.8% | Added |
| Two Sigma Securities, LLC | 10,548 | $222.0K | 0.03% | +10,548 | New |
| Nissay Asset Management Corp | 10,337 | $218.0K | 0.00% | +563+5.8% | Added |
| Bellecapital International Ltd. | 10,341 | $218.0K | 0.07% | +10,341 | New |
| ACG Wealth | 10,282 | $216.0K | 0.04% | +580+6.0% | Added |
| LGT Group Foundation | 9,700 | $213.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 10,081 | $212.0K | 0.01% | +10,081 | New |
| 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 |
| 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 |
| Buckingham Strategic Wealth, LLC | 9,933 | $209.0K | 0.00% | +9,933 | New |
| Legacy Wealth Asset Management, LLC | 9,890 | $208.0K | 0.07% | +1,607+19.4% | Added |
| IHT Wealth Management, LLC | 9,776 | $206.0K | 0.02% | −235−2.3% | 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 |
| Desjardins Global Asset Management Inc. | 9,317 | $196.0K | 0.02% | −2,093−18.3% | Reduced |
| IFP Advisors, Inc | 21,696 | $189.0K | 0.00% | +13,701+171.4% | Added |
| PSI Advisors, LLC | 8,478 | $178.0K | 0.07% | +100+1.2% | Added |
| Ahrens Investment Partners LLC | 8,160 | $172.0K | 0.05% | +6,850+522.9% | Added |
| Whittier Trust Co of Nevada Inc | 7,450 | $157.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,257 | $152.0K | 0.02% | +2,279+45.8% | Added |
| CWM, LLC | 6,868 | $145.0K | 0.00% | −1,718−20.0% | Reduced |
| Garde Capital, Inc. | 6,676 | $141.0K | 0.01% | +1,096+19.6% | Added |
| Wahed Invest LLC | 6,089 | $128.0K | 0.08% | +6,089 | New |
| Burleson & Company, LLC | 5,516 | $116.0K | 0.02% | +260+4.9% | Added |
| IndexIQ Advisors LLC | 4,973 | $105.0K | 0.00% | +897+22.0% | 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 |
| Northwestern Mutual Wealth Management Co | 4,614 | $96.0K | 0.00% | +1,397+43.4% | Added |
| CNB Bank | 4,410 | $93.0K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,121 | $86.7K | 0.01% | +66+1.6% | Added |
| Lindbrook Capital, LLC | 3,798 | $80.0K | 0.01% | −29,259−88.5% | Reduced |
| Parallel Advisors, LLC | 2,970 | $66.0K | 0.00% | −485−14.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,557 | $54.0K | 0.03% | −287−10.1% | Reduced |
| Umb Bank N A | 2,462 | $52.0K | 0.00% | −79−3.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,400 | $51.0K | 0.01% | +2,000+500.0% | Added |
| Herold Advisors, Inc. | 2,300 | $48.4K | 0.02% | +2,300 | New |
| Cordasco Financial Network | 2,235 | $47.0K | 0.03% | +200+9.8% | Added |
| Monolith Advisors | 1,476 | $47.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,182 | $45.9K | 0.04% | −2,000−47.8% | Reduced |
| Hantz Financial Services, Inc. | 2,114 | $44.0K | 0.00% | −268−11.3% | Reduced |
| Sandy Spring Bank | 2,031 | $43.0K | 0.00% | −100−4.7% | Reduced |
| Shay Capital LLC | 2,000 | $42.0K | 0.02% | +2,000 | New |
| Ci Investments Inc. | 1,928 | $41.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,903 | $40.1K | 0.02% | +427+28.9% | 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 |
| 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 |
| HHM Wealth Advisors, LLC | 1,753 | $37.0K | 0.01% | +1,025+140.8% | Added |
| Spire Wealth Management | 1,716 | $36.0K | 0.00% | −1,853−51.9% | Reduced |
| Proequities, Inc. | 1,632 | $34.0K | 0.00% | −328−16.7% | 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 |
| Patriot Financial Group Insurance Agency, LLC | 1,495 | $31.0K | 0.01% | −1,099−42.4% | Reduced |
| Toth Financial Advisory Corp | 1,425 | $30.0K | 0.00% | −274−16.1% | Reduced |
| 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 |
| Focused Wealth Management, Inc | 1,310 | $28.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,300 | $27.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Albion Financial Group | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |