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Livermore
Livermore
ZHEN

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 2023

Institutional positions in NIO Inc. as of Mar 31, 2023. 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
496
−11 vs. Q4 2022
Shares held
494.1M
−25.4M (−4.9%) vs. Q4 2022
Total value
$5.19B
+$126.0M (+2.5%) vs. Q4 2022
New holders
64
153 more added
Sold out
75
148 more reduced

12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 496 institutions
Q1 2021: 586 institutionsQ2 2021: 661 institutionsQ3 2021: 580 institutionsQ4 2021: 607 institutionsQ1 2022: 529 institutionsQ2 2022: 545 institutionsQ3 2022: 504 institutionsQ4 2022: 519 institutionsQ1 2023: 496 institutionsQ2 2023: 484 institutionsQ3 2023: 477 institutionsQ4 2023: 501 institutionsQ1 2024: 482 institutionsQ2 2024: 475 institutionsQ3 2024: 442 institutionsQ4 2024: 431 institutionsQ1 2025: 414 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 437 institutionsQ1 2026: 434 institutionsQ2 2026: 423 institutions
Value heldQ1 2023: $5.19B
Q1 2021: $18.2BQ2 2021: $25.4BQ3 2021: $17.3BQ4 2021: $17.2BQ1 2022: $11.3BQ2 2022: $11.8BQ3 2022: $8.15BQ4 2022: $5.07BQ1 2023: $5.19BQ2 2023: $4.82BQ3 2023: $3.86BQ4 2023: $3.77BQ1 2024: $1.49BQ2 2024: $1.14BQ3 2024: $1.19BQ4 2024: $774.7MQ1 2025: $843.7MQ2 2025: $573.1MQ3 2025: $2.45BQ4 2025: $1.62BQ1 2026: $1.68BQ2 2026: $1.38B
Institutions holding NIO and their total value by quarter
QuarterHoldersValue
Q2 2026423$1.38B
Q1 2026434$1.68B
Q4 2025437$1.62B
Q3 2025411$2.45B
Q2 2025385$573.1M
Q1 2025414$843.7M
Q4 2024431$774.7M
Q3 2024442$1.19B
Q2 2024475$1.14B
Q1 2024482$1.49B
Q4 2023501$3.77B
Q3 2023477$3.86B
Q2 2023484$4.82B
Q1 2023496$5.19B
Q4 2022519$5.07B
Q3 2022504$8.15B
Q2 2022545$11.8B
Q1 2022529$11.3B
Q4 2021607$17.2B
Q3 2021580$17.3B
Q2 2021661$25.4B
Q1 2021586$18.2B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q4 2022.

Institutions holding NIO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Winch Advisory Services, LLC31$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Assetmark, Inc2$210.00%+2New
Oliver Lagore Vanvalin Investment Group4$420.00%−120−96.8%Reduced
Toth Financial Advisory Corp5$530.00%00.0%Unchanged
Iron Horse Wealth Management, LLC5$530.00%00.0%Unchanged
Laurel Wealth Advisors LLC9$950.00%−5−35.7%Reduced
Bradley & Co. Private Wealth Management, LLC9$950.00%00.0%Unchanged
Duncker Streett & Co Inc10$1050.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1050.00%00.0%Unchanged
Hexagon Capital Partners LLC10$1050.00%00.0%Unchanged
Institutional & Family Asset Management, LLC15$1580.00%00.0%Unchanged
Tucker Asset Management LLC16$1680.00%00.0%Unchanged
Tfo-TDC, LLC20$2100.00%+19+1,900.0%Added
SJS Investment Consulting Inc.20$2110.00%00.0%Unchanged
Live Oak Investment Partners–$2120.00%––
Washington Trust Co21$2210.00%00.0%Unchanged
Pacifica Partners Inc.25$2240.00%00.0%Unchanged
WR Wealth Planners, LLC25$2630.00%+25New
Raffa Wealth Management, LLC26$2730.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.27$2840.00%00.0%Unchanged
Bell Investment Advisors, Inc32$3370.00%−210−86.8%Reduced
Kelly Financial Services LLC33$3470.00%00.0%Unchanged
Earnest Partners LLC42$4410.00%00.0%Unchanged
Coastal Capital Group, Inc.44$4620.00%00.0%Unchanged
Strategic Investment Solutions, Inc.47$4940.00%+47New
Thompson Investment Management, Inc.50$5250.00%+50New
Bartlett & Co. Wealth Management LLC50$5260.00%00.0%Unchanged
Glen Eagle Advisors, LLC72$7570.00%00.0%Unchanged
Baystate Wealth Management LLC73$7670.00%+73New
Concord Wealth Partners77$8090.00%00.0%Unchanged
JNBA Financial Advisors83$8730.00%00.0%Unchanged
Tortoise Investment Management, LLC86$9040.00%+86New
RFP Financial Group LLC90$9460.00%00.0%Unchanged
Milestone Investment Advisors LLC91$9570.00%+91New
Valley National Advisers Inc100$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.100$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners115$1.00K0.00%00.0%Unchanged
Bartlett & Co. LLC50$1.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.100$1.05K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC100$1.05K0.00%00.0%Unchanged
Providence Capital Advisors, LLC100$1.05K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.100$1.05K0.00%00.0%Unchanged
WFA Asset Management Corp100$1.05K0.00%00.0%Unchanged
Westside Investment Management, Inc.100$1.05K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.100$1.05K0.00%+100New
Bogart Wealth, LLC112$1.18K0.00%+50+80.6%Added
Syverson Strege & Co113$1.19K0.00%+113New
TCI Wealth Advisors, Inc.139$1.46K0.00%00.0%Unchanged
Bellevue Asset Management, LLC144$1.51K0.00%00.0%Unchanged
AllSquare Wealth Management LLC148$1.55K0.00%+100+208.3%Added
Column Capital Advisors, LLC150$1.58K0.00%00.0%Unchanged
Cambridge Trust Co156$1.64K0.00%00.0%Unchanged
Atwood & Palmer Inc175$1.84K0.00%00.0%Unchanged
Piershale Financial Group, Inc.180$1.89K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC190$2.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA200$2.00K0.00%00.0%Unchanged
Retirement Group, LLC188$2.00K0.00%00.0%Unchanged
TSFG, LLC174$2.00K0.00%00.0%Unchanged
Asset Dedication, LLC117$2.00K0.00%00.0%Unchanged
Glassman Wealth Services200$2.10K0.00%−67−25.1%Reduced
Avalon Trust Co200$2.10K0.00%+200New
Mach-1 Financial Group, Inc.200$2.10K0.01%+200New
Harbour Investments, Inc.210$2.21K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC212$2.23K0.00%00.0%Unchanged
Cedar Wealth Management, LLC240$2.52K0.00%00.0%Unchanged
Private Ocean, LLC241$2.53K0.00%00.0%Unchanged
Brown Brothers Harriman & Co243$2.55K0.00%00.0%Unchanged
Heritage Wealth Advisors243$2.55K0.00%00.0%Unchanged
Princeton Global Asset Management LLC250$2.63K0.00%00.0%Unchanged
Mechanics Financial Corp250$2.63K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC265$2.79K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP272$2.86K0.00%−52,900−99.5%Reduced
Capstone Investment Advisors, LLC290$3.05K0.00%+290New
Central Trust Co300$3.15K0.00%00.0%Unchanged
Sound Income Strategies, LLC300$3.15K0.00%00.0%Unchanged
Financial Avengers, Inc.344$3.62K0.00%00.0%Unchanged
Center for Financial Planning, Inc.355$3.73K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC375$3.94K0.00%00.0%Unchanged
Bessemer Group Inc422$4.00K0.00%−478,052−99.9%Reduced
Centerpoint Advisors, LLC356$4.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.385$4.05K0.00%+385New
Beaird Harris Wealth Management, LLC395$4.15K0.00%−200−33.6%Reduced
Halpern Financial, Inc.400$4.20K0.00%00.0%Unchanged
Ahrens Investment Partners LLC400$4.20K0.00%+400New
Colonial Trust Advisors419$4.40K0.00%00.0%Unchanged
Hollencrest Capital Management450$4.73K0.00%00.0%Unchanged
Activest Wealth Management459$4.80K0.00%−15,297−97.1%Reduced
McIlrath & Eck, LLC468$4.92K0.00%+83+21.6%Added
Ronald Blue Trust, Inc.517$5.00K0.00%−318−38.1%Reduced
City State Bank500$5.00K0.00%00.0%Unchanged
Your Advocates Ltd., LLP480$5.04K0.00%00.0%Unchanged
City Holding Co500$5.25K0.00%00.0%Unchanged
Optimum Investment Advisors500$5.25K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC500$5.25K0.00%+500New
BDO Wealth Advisors, LLC502$5.28K0.00%00.0%Unchanged
Archer Investment Corp533$5.60K0.00%00.0%Unchanged
Investors Research Corp560$5.89K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC590$6.20K0.00%+97+19.7%Added
Gradient Investments LLC616$6.47K0.00%00.0%Unchanged