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, Q3 2022
Institutional positions in NIO Inc. as of Sep 30, 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
- 504
- −29 vs. Q2 2022
- Shares held
- 519.1M
- −21.5M (−4.0%) vs. Q2 2022
- Total value
- $8.15B
- −$3.60B (−30.6%) vs. Q2 2022
- New holders
- 32
- 168 more added
- Sold out
- 61
- 157 more reduced
12 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | −339,410−100.0% | Reduced |
| Winch Advisory Services, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $0 | 0.00% | +20 | New |
| Financial Synergies Wealth Advisors, Inc. | 20 | $316 | 0.00% | −5,090−99.6% | Reduced |
| Raffa Wealth Management, LLC | 26 | $410 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 33 | $520 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 66 | $638 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $789 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $1.00K | 0.00% | −200−66.7% | Reduced |
| Westside Investment Management, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 78 | $1.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 100 | $1.58K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 100 | $2.00K | 0.00% | −11,700−99.2% | Reduced |
| Worth Asset Management, LLC | 150 | $2.00K | 0.00% | −200−57.1% | Reduced |
| Elequin Capital LP | 125 | $2.00K | 0.00% | −135−51.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 129 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 156 | $2.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 101 | $2.00K | 0.00% | −50−33.1% | Reduced |
| Bellevue Asset Management, LLC | 144 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 123 | $2.00K | 0.00% | +23+23.0% | Added |
| AdvisorNet Financial, Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 133 | $2.00K | 0.00% | +50+60.2% | Added |
| Lowe Wealth Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 117 | $2.00K | 0.00% | +115+5,750.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 175 | $3.00K | 0.00% | −1,729−90.8% | Reduced |
| Ronald Blue Trust, Inc. | 116 | $3.00K | 0.00% | −620−84.2% | Reduced |
| Mach-1 Financial Group, Inc. | 200 | $3.00K | 0.00% | −123−38.1% | Reduced |
| Retirement Group, LLC | 188 | $3.00K | 0.00% | −50−21.0% | Reduced |
| Selective Wealth Management, Inc. | 200 | $3.00K | 0.00% | −10−4.8% | Reduced |
| Prestige Wealth Management Group LLC | 216 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 235 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 241 | $3.00K | 0.00% | +241 | New |
| Heritage Wealth Advisors | 243 | $3.83K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 231 | $4.00K | 0.00% | −100−30.2% | Reduced |
| Hudock, Inc. | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 243 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 235 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 240 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 252 | $4.00K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 400 | $4.00K | 0.00% | +400 | New |
| Global Financial Private Client, LLC | 300 | $4.65K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 339 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 317 | $5.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $5.00K | 0.00% | +100+50.0% | Added |
| Harbor Investment Advisory, LLC | 390 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 355 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 355 | $6.00K | 0.00% | +355 | New |
| Allworth Financial LP | 475 | $7.00K | 0.00% | −30−5.9% | Reduced |
| TSFG, LLC | 474 | $7.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 474 | $7.47K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 503 | $8.00K | 0.01% | −440−46.7% | Reduced |
| City Holding Co | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $8.00K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 480 | $8.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 533 | $8.40K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 560 | $9.00K | 0.00% | −2−0.4% | Reduced |
| Glassman Wealth Services | 554 | $9.00K | 0.00% | +122+28.2% | Added |
| Beaird Harris Wealth Management, LLC | 595 | $9.00K | 0.00% | +395+197.5% | Added |
| Optimum Investment Advisors | 650 | $10.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 654 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 638 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 609 | $10.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 619 | $10.0K | 0.00% | 00.0% | Unchanged |