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.
| 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 2023
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 619 | $6.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 647 | $6.80K | 0.00% | +76+13.3% | Added |
| Close Asset Management Ltd | 619 | $7.00K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 700 | $7.00K | 0.01% | +300+75.0% | Added |
| Gould Capital, LLC | 680 | $7.15K | 0.01% | −575−45.8% | Reduced |
| AdvisorNet Financial, Inc | 700 | $7.36K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 774 | $8.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 852 | $8.96K | 0.00% | +852 | New |
| ICA Group Wealth Management, LLC | 879 | $9.24K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 950 | $9.98K | 0.00% | −100−9.5% | Reduced |
| Rock Creek Group, LP | 951 | $9.99K | 0.00% | +951 | New |
| Albion Financial Group | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,000 | $10.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,000 | $10.5K | 0.00% | +1,000 | New |
| Kistler-Tiffany Companies, LLC | 1,070 | $11.2K | 0.00% | −20−1.8% | Reduced |
| First Horizon Advisors, Inc. | 1,096 | $11.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,099 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,100 | $11.6K | 0.00% | −320−22.5% | Reduced |
| Wolff Wiese Magana LLC | 1,162 | $12.2K | 0.01% | +400+52.5% | Added |
| Ritter Daniher Financial Advisory LLC | 1,166 | $12.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,200 | $12.6K | 0.00% | +1,000+500.0% | Added |
| Financial Perspectives, Inc | 1,205 | $12.7K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,280 | $13.5K | 0.00% | −500−28.1% | Reduced |
| Umb Bank N A | 1,362 | $14.3K | 0.00% | −1,700−55.5% | Reduced |
| Sunbelt Securities, Inc. | 1,466 | $15.3K | 0.00% | +1,466 | New |
| Focused Wealth Management, Inc | 1,460 | $15.3K | 0.00% | −33−2.2% | Reduced |
| Geneos Wealth Management Inc. | 1,520 | $16.0K | 0.00% | +284+23.0% | Added |
| First PREMIER Bank | 1,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,126 | $16.2K | 0.00% | −673−24.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,618 | $17.0K | 0.00% | +3+0.2% | Added |
| Allworth Financial LP | 1,674 | $17.6K | 0.00% | −366−17.9% | Reduced |
| Lazard Asset Management LLC | 1,790 | $18.0K | 0.00% | −616,866−99.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 223,105 | $18.4K | 0.42% | −150,000−40.2% | Reduced |
| Covestor Ltd | 1,777 | $19.0K | 0.02% | −61−3.3% | Reduced |
| First Command Bank | 1,890 | $19.9K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,890 | $19.9K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,900 | $20.0K | 0.00% | +1,900 | New |
| Chesapeake Asset Management LLC | 1,933 | $20.3K | 0.02% | +1,933 | New |
| Proequities, Inc. | 1,981 | $20.8K | 0.00% | −195−9.0% | Reduced |
| Hantz Financial Services, Inc. | 2,014 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,055 | $21.6K | 0.00% | +2,000+3,636.4% | Added |
| Stephens Consulting, LLC | 2,082 | $21.9K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,120 | $22.0K | 0.01% | +1,950+1,147.1% | Added |
| Cape Investment Advisory, Inc. | 2,180 | $22.9K | 0.01% | +2,180 | New |
| Perennial Investment Advisors, LLC | 2,370 | $24.9K | 0.00% | +2,370 | New |
| Plante Moran Financial Advisors, LLC | 2,400 | $25.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,535 | $26.6K | 0.00% | +2,300+978.7% | Added |
| WealthPLAN Partners, LLC | 2,540 | $26.7K | 0.00% | +2,540 | New |
| BIT Capital GmbH | 2,594 | $27.3K | 0.00% | +2,594 | New |
| Parallel Advisors, LLC | 2,639 | $27.7K | 0.00% | −1,454−35.5% | Reduced |
| Lindbrook Capital, LLC | 2,838 | $29.8K | 0.00% | −1,169−29.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,894 | $30.4K | 0.00% | −261,404−98.9% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $31.0K | 0.04% | −27,000−90.0% | Reduced |
| AlphaMark Advisors, LLC | 3,052 | $32.0K | 0.01% | +2,814+1,182.4% | Added |
| Ameritas Advisory Services, LLC | 3,948 | $33.2K | 0.00% | +3,948 | New |
| IFP Advisors, Inc | 6,085 | $40.2K | 0.00% | −3,390−35.8% | Reduced |
| CNB Bank | 3,855 | $40.5K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,856 | $40.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,375 | $46.0K | 0.02% | −6,217−58.7% | Reduced |
| Highline Wealth Partners LLC | 4,687 | $49.3K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,800 | $50.4K | 0.00% | −30−0.6% | Reduced |
| Private Trust Co NA | 4,900 | $51.5K | 0.01% | +4,100+512.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,229 | $54.0K | 0.02% | +5,229 | New |
| Spire Wealth Management | 5,259 | $55.3K | 0.00% | +449+9.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,439 | $57.2K | 0.00% | −1,400−20.5% | Reduced |
| Traynor Capital Management, Inc. | 5,513 | $57.9K | 0.01% | −4,364−44.2% | Reduced |
| Graham Capital Wealth Management, LLC | 5,624 | $59.1K | 0.09% | +5,624 | New |
| Ridgewood Investments LLC | 6,125 | $64.4K | 0.04% | +6,125 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,179 | $75.0K | 0.00% | −194,956−96.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,450 | $78.3K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 7,984 | $83.9K | 0.01% | −24,300−75.3% | Reduced |
| TD Waterhouse Canada Inc. | 7,931 | $84.3K | 0.00% | −42−0.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,533 | $84.5K | 0.01% | +10,533 | New |
| Farther Finance Advisors, LLC | 8,252 | $86.7K | 0.03% | +4,504+120.2% | Added |
| Quadrant Capital Group LLC | 8,474 | $89.1K | 0.01% | −3,403−28.7% | Reduced |
| Wahed Invest LLC | 8,491 | $89.2K | 0.04% | +1,060+14.3% | Added |
| Tower Research Capital LLC (TRC) | 9,006 | $95.0K | 0.00% | +8,983+39,056.5% | Added |
| PSI Advisors, LLC | 9,778 | $102.8K | 0.05% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10,000 | $105.0K | 0.02% | −3,500−25.9% | Reduced |
| First Capital Advisors Group, LLC. | 10,000 | $105.1K | 0.07% | −3,500−25.9% | Reduced |
| Belmont Capital, LLC | 10,000 | $105.1K | 0.09% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 10,000 | $105.1K | 0.03% | −20−0.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,000 | $106.0K | 0.18% | −6,270−38.5% | Reduced |
| Annex Advisory Services, LLC | 10,192 | $107.1K | 0.01% | +10,192 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,303 | $108.3K | 0.00% | −417,124−97.6% | Reduced |
| Centric Wealth Management | 10,385 | $109.1K | 0.05% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,520 | $111.0K | 0.01% | +10,520 | New |
| Fullerton Fund Management Co Ltd. | 10,685 | $112.3K | 0.01% | −20,122−65.3% | Reduced |
| Connectus Wealth, LLC | 10,934 | $114.9K | 0.00% | +414+3.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,942 | $115.0K | 0.02% | +10,942 | New |
| Global Wealth Management Investment Advisory, Inc. | 10,979 | $115.4K | 0.03% | −1,871−14.6% | Reduced |
| Point72 Hong Kong Ltd | 11,100 | $116.7K | 0.03% | −915,300−98.8% | Reduced |
| CI Private Wealth, LLC | 11,217 | $117.9K | 0.00% | −3,148−21.9% | Reduced |
| Nissay Asset Management Corp | 11,374 | $119.5K | 0.00% | −438−3.7% | Reduced |
| Adams Asset Advisors, LLC | 11,554 | $121.4K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,591 | $121.8K | 0.01% | +6,615+132.9% | Added |
| Exchange Traded Concepts, LLC | 11,627 | $122.2K | 0.00% | +5,089+77.8% | Added |
| Capital Advisors Wealth Management, LLC | 11,646 | $122.4K | 0.03% | 00.0% | Unchanged |