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 2022
Institutional positions in NIO Inc. as of Dec 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
- 519
- +24 vs. Q3 2022
- Shares held
- 519.8M
- +889.3K (+0.2%) vs. Q3 2022
- Total value
- $5.07B
- −$3.08B (−37.8%) vs. Q3 2022
- New holders
- 92
- 146 more added
- Sold out
- 68
- 175 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 419 | $4.08K | 0.00% | +419 | New |
| Hollencrest Capital Management | 450 | $4.39K | 0.00% | +450 | New |
| Your Advocates Ltd., LLP | 480 | $4.68K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 493 | $4.81K | 0.00% | −242−32.9% | Reduced |
| Optimum Investment Advisors | 500 | $4.88K | 0.00% | −150−23.1% | Reduced |
| City Holding Co | 500 | $4.88K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 500 | $4.88K | 0.00% | +500 | New |
| BDO Wealth Advisors, LLC | 502 | $4.89K | 0.00% | −220−30.5% | Reduced |
| City State Bank | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 533 | $5.20K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 560 | $5.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 571 | $5.57K | 0.00% | −179−23.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 595 | $5.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 542 | $5.84K | 0.00% | +542 | New |
| Sanctuary Wealth Management, L.L.C. | 600 | $5.85K | 0.01% | +600 | New |
| Close Asset Management Ltd | 619 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 616 | $6.01K | 0.00% | −38−5.8% | Reduced |
| Evermay Wealth Management LLC | 619 | $6.04K | 0.00% | +10+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 650 | $6.34K | 0.00% | +650 | New |
| CoreCap Advisors, LLC | 664 | $6.47K | 0.00% | +664 | New |
| AdvisorNet Financial, Inc | 700 | $6.83K | 0.00% | +600+600.0% | Added |
| Yarbrough Capital, LLC | 742 | $7.24K | 0.00% | +742 | New |
| Wolff Wiese Magana LLC | 762 | $7.43K | 0.01% | +259+51.5% | Added |
| Larson Financial Group LLC | 774 | $7.55K | 0.00% | −200−20.5% | Reduced |
| Private Trust Co NA | 800 | $8.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 879 | $8.87K | 0.00% | +879 | New |
| Albion Financial Group | 1,000 | $9.75K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,000 | $9.75K | 0.01% | +1,000 | New |
| Creative Financial Designs Inc | 1,050 | $10.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,090 | $10.6K | 0.00% | −150−12.1% | Reduced |
| First Horizon Advisors, Inc. | 1,096 | $10.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,099 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,166 | $11.4K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,187 | $11.6K | 0.00% | −310−20.7% | Reduced |
| Financial Perspectives, Inc | 1,205 | $11.7K | 0.01% | −698−36.7% | Reduced |
| Endurance Wealth Management, Inc. | 1,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,236 | $12.1K | 0.00% | −200−13.9% | Reduced |
| Gould Capital, LLC | 1,255 | $12.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 835 | $13.0K | 0.00% | +719+619.8% | Added |
| Sandy Spring Bank | 1,420 | $13.8K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,493 | $14.6K | 0.00% | +272+22.3% | Added |
| Tyler-Stone Wealth Management | 1,574 | $15.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,615 | $15.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,780 | $17.0K | 0.00% | +520+41.3% | Added |
| First Command Bank | 1,890 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,890 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,838 | $18.0K | 0.01% | +652+55.0% | Added |
| ClariVest Asset Management LLC | 1,926 | $19.0K | 0.00% | −6,700−77.7% | Reduced |
| Allworth Financial LP | 2,040 | $19.9K | 0.00% | +1,565+329.5% | Added |
| Hantz Financial Services, Inc. | 2,014 | $20.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,082 | $20.3K | 0.01% | −100−4.6% | Reduced |
| Long Corridor Asset Management Ltd | 2,150 | $21.0K | 0.02% | +2,150 | New |
| Proequities, Inc. | 2,176 | $21.2K | 0.00% | −61−2.7% | Reduced |
| Seaport Global Advisors, LLC | 2,236 | $21.8K | 0.08% | +291+15.0% | Added |
| Strengthening Families & Communities, LLC | 2,354 | $23.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,400 | $23.4K | 0.00% | −2,000−45.5% | Reduced |
| BerganKDV Wealth Management, LLC | 2,498 | $24.4K | 0.00% | +2,498 | New |
| Zullo Investment Group, Inc. | 2,610 | $25.4K | 0.02% | −1,250−32.4% | Reduced |
| GWM Advisors LLC | 21,144 | $26.9K | 0.00% | +234+1.1% | Added |
| Global Retirement Partners, LLC | 2,799 | $27.3K | 0.00% | +20+0.7% | Added |
| EWG Elevate Inc. | 3,017 | $29.4K | 0.01% | +3,017 | New |
| Umb Bank N A | 3,062 | $30.0K | 0.00% | +1,200+64.4% | Added |
| Point72 Asset Management, L.P. | 3,400 | $33.1K | 0.00% | +3,400 | New |
| Westwood Holdings Group Inc. | 3,579 | $35.0K | 0.00% | +3,579 | New |
| Farther Finance Advisors, LLC | 3,748 | $36.5K | 0.01% | +3,748 | New |
| CNB Bank | 3,855 | $37.6K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,856 | $37.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,007 | $39.1K | 0.00% | +140+3.6% | Added |
| Parallel Advisors, LLC | 4,093 | $39.9K | 0.00% | +751+22.5% | Added |
| Highline Wealth Partners LLC | 4,687 | $45.7K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 4,810 | $47.0K | 0.00% | +3,000+165.7% | Added |
| North Star Investment Management Corp. | 4,830 | $47.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,976 | $48.5K | 0.00% | −20,815−80.7% | Reduced |
| Burleson & Company, LLC | 5,716 | $55.7K | 0.01% | +50+0.9% | Added |
| Exchange Traded Concepts, LLC | 6,538 | $63.7K | 0.00% | −2,988−31.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,839 | $66.7K | 0.01% | +5,851+592.2% | Added |
| Wahed Invest LLC | 7,431 | $72.5K | 0.04% | +834+12.6% | Added |
| Whittier Trust Co of Nevada Inc | 7,450 | $72.6K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 8,024 | $78.2K | 0.04% | +8,024 | New |
| IFP Advisors, Inc | 9,475 | $83.0K | 0.00% | −4,696−33.1% | Reduced |
| TD Waterhouse Canada Inc. | 7,973 | $84.0K | 0.00% | −1,797−18.4% | Reduced |
| Simplex Trading, LLC | 8,939 | $87.0K | 0.00% | −442,023−98.0% | Reduced |
| Money Concepts Capital Corp | 9,402 | $91.7K | 0.00% | −2,462−20.8% | Reduced |
| CWM, LLC | 9,591 | $94.0K | 0.00% | −102−1.1% | Reduced |
| PSI Advisors, LLC | 9,778 | $95.3K | 0.05% | +800+8.9% | Added |
| Traynor Capital Management, Inc. | 9,877 | $96.3K | 0.02% | +9,877 | New |
| Great Point Wealth Advisors, LLC | 10,020 | $97.7K | 0.03% | +20+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 10,033 | $97.8K | 0.00% | −6,231−38.3% | Reduced |
| Belmont Capital, LLC | 10,000 | $98.0K | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 89,148 | $101.1K | 0.01% | −5,652−6.0% | Reduced |
| Centric Wealth Management | 10,385 | $101.3K | 0.05% | −40,000−79.4% | Reduced |
| Connectus Wealth, LLC | 10,520 | $102.6K | 0.00% | −100−0.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,592 | $103.3K | 0.06% | +1,000+10.4% | Added |
| Janney Montgomery Scott LLC | 10,646 | $104.0K | 0.00% | −4,070−27.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,741 | $104.7K | 0.00% | +5,679+112.2% | Added |
| Ci Investments Inc. | 11,213 | $109.0K | 0.00% | −2,970,334−99.6% | Reduced |
| Alpine Global Management, LLC | 11,196 | $109.0K | 0.04% | +11,196 | New |
| Old Mission Capital LLC | 11,291 | $110.1K | 0.00% | +11,291 | New |