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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 11,994 | $126.1K | 0.00% | −2,930−19.6% | Reduced |
| Commerzbank Aktiengesellschaft | 12,123 | $127.0K | 0.01% | −104−0.9% | Reduced |
| Compagnie Lombard Odier SCmA | 12,164 | $127.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 12,393 | $130.0K | 0.00% | +1,180+10.5% | Added |
| Brainard Capital Management LLC | 12,463 | $131.0K | 0.10% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 12,501 | $131.4K | 0.00% | +10.0% | Added |
| Greenwich Wealth Management LLC | 12,600 | $132.0K | 0.01% | +12,600 | New |
| Signaturefd, LLC | 12,643 | $132.9K | 0.00% | −15,821−55.6% | Reduced |
| Alliancebernstein L.P. | 12,646 | $132.9K | 0.00% | +895+7.6% | Added |
| Baader Bank INC | 13,807 | $136.3K | 0.01% | −8,193−37.2% | Reduced |
| Bokf, NA | 13,006 | $136.7K | 0.00% | +60.0% | Added |
| Telos Capital Management, Inc. | 13,548 | $142.4K | 0.02% | +13,548 | New |
| Keybank National Association | 13,793 | $145.0K | 0.00% | −600−4.2% | Reduced |
| Masso Torrence Wealth Management Inc. | 13,829 | $145.3K | 0.12% | −100−0.7% | Reduced |
| Cantor Fitzgerald, L. P. | 13,853 | $145.6K | 0.00% | −6,754−32.8% | Reduced |
| Calton & Associates, Inc. | 14,110 | $148.3K | 0.07% | +14,110 | New |
| Seaport Global Advisors, LLC | 14,226 | $149.5K | 0.47% | +11,990+536.2% | Added |
| IHT Wealth Management, LLC | 14,562 | $153.1K | 0.01% | −398−2.7% | Reduced |
| Meridian Wealth Management, LLC | 14,884 | $156.4K | 0.01% | +2,343+18.7% | Added |
| CWM, LLC | 14,943 | $157.0K | 0.00% | +5,352+55.8% | Added |
| Avantax Advisory Services, Inc. | 14,951 | $157.1K | 0.00% | −11,685−43.9% | Reduced |
| Daiwa Securities Group Inc. | 15,300 | $161.0K | 0.00% | +15,300 | New |
| Bard Financial Services, Inc. | 15,375 | $161.6K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 15,400 | $161.9K | 0.02% | −347−2.2% | Reduced |
| Financial Management Professionals, Inc. | 15,368 | $162.0K | 0.03% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 15,795 | $166.0K | 0.04% | −773−4.7% | Reduced |
| Resources Investment Advisors, LLC. | 15,805 | $166.1K | 0.00% | −884−5.3% | Reduced |
| Bellecapital International Ltd. | 16,253 | $170.8K | 0.04% | +3,500+27.4% | Added |
| Liberty Wealth Management LLC | 18,405 | $171.0K | 0.04% | +18,405 | New |
| Captrust Financial Advisors | 16,576 | $174.2K | 0.00% | +4,717+39.8% | Added |
| Tradition Wealth Management, LLC | 16,711 | $176.0K | 0.02% | −320−1.9% | Reduced |
| Axim Planning & Wealth | 17,060 | $179.3K | 0.18% | −995,524−98.3% | Reduced |
| Insigneo Advisory Services, LLC | 17,373 | $182.6K | 0.06% | +17,373 | New |
| Visionary Wealth Advisors | 17,525 | $184.2K | 0.02% | +294+1.7% | Added |
| Rathbone Brothers plc | 17,908 | $188.2K | 0.00% | +4,940+38.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 18,155 | $190.8K | 0.15% | +1,200+7.1% | Added |
| StoneX Group Inc. | 18,194 | $191.2K | 0.02% | +18,194 | New |
| First Republic Investment Management, Inc. | 18,257 | $191.9K | 0.00% | −176−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 18,359 | $193.0K | 0.01% | −685−3.6% | Reduced |
| Ausdal Financial Partners, Inc. | 18,392 | $193.3K | 0.03% | −998−5.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 18,859 | $198.2K | 0.07% | +18,859 | New |
| American International Group, Inc. | 19,429 | $204.2K | 0.00% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 20,209 | $212.4K | 0.03% | +20,209 | New |
| Advisors Asset Management, Inc. | 20,241 | $212.7K | 0.00% | −2,298−10.2% | Reduced |
| Founders Financial Securities LLC | 20,500 | $215.5K | 0.03% | +1,000+5.1% | Added |
| Rafferty Asset Management, LLC | 20,841 | $219.0K | 0.00% | +2,516+13.7% | Added |
| JustInvest LLC | 20,952 | $220.2K | 0.01% | −1,992−8.7% | Reduced |
| HRT Financial LP | 21,412 | $225.0K | 0.00% | +21,412 | New |
| Lido Advisors, LLC | 21,593 | $226.9K | 0.00% | +460+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 21,664 | $227.7K | 0.00% | +4,750+28.1% | Added |
| Wetherby Asset Management Inc | 22,339 | $234.8K | 0.01% | +5,101+29.6% | Added |
| Ethic Inc. | 22,730 | $238.9K | 0.01% | −9,467−29.4% | Reduced |
| Sepio Capital, LP | 23,620 | $248.2K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 24,762 | $260.2K | 0.00% | +2,774+12.6% | Added |
| We Are One Seven, LLC | 24,827 | $260.9K | 0.02% | +11,814+90.8% | Added |
| Valeo Financial Advisors, LLC | 24,975 | $262.5K | 0.01% | +10,685+74.8% | Added |
| Derbend Asset Management | 25,043 | $263.2K | 0.20% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 25,316 | $266.0K | 0.00% | −1,225−4.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 25,451 | $266.0K | 0.01% | +4,421+21.0% | Added |
| Sawtooth Solutions, LLC | 25,966 | $272.9K | 0.01% | +25,966 | New |
| U S Global Investors Inc | 26,000 | $273.3K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 26,096 | $274.0K | 0.05% | −1,496−5.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,164 | $275.0K | 0.00% | −318,282−92.4% | Reduced |
| Aptus Capital Advisors, LLC | 26,343 | $276.9K | 0.01% | +26,343 | New |
| Sloy Dahl & Holst, LLC | 26,417 | $277.6K | 0.06% | −3,808−12.6% | Reduced |
| CIBC Asset Management Inc | 26,546 | $279.0K | 0.00% | −222−0.8% | Reduced |
| XR Securities LLC | 26,944 | $283.2K | 0.40% | −8,235−23.4% | Reduced |
| Envestnet Asset Management Inc | 27,075 | $284.6K | 0.00% | +1,636+6.4% | Added |
| Cetera Advisors LLC | 27,403 | $288.0K | 0.00% | −7,552−21.6% | Reduced |
| The PNC Financial Services Group, Inc. | 28,183 | $296.2K | 0.00% | +10,398+58.5% | Added |
| RSM US Wealth Management LLC | 28,683 | $301.5K | 0.01% | +28,683 | New |
| Advisory Services Network, LLC | 28,736 | $302.0K | 0.01% | +4,329+17.7% | Added |
| Stifel Financial Corp | 28,736 | $302.0K | 0.00% | +19+0.1% | Added |
| Independent Financial Group, LLC | 28,910 | $303.8K | 0.02% | +1,575+5.8% | Added |
| Prudential Financial Inc | 29,100 | $305.8K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 29,530 | $310.5K | 0.01% | +16,872+133.3% | Added |
| Quintet Private Bank (Europe) S.A. | 29,632 | $311.4K | 0.02% | +29,632 | New |
| Gyroscope Capital Management Group, LLC | 30,000 | $315.3K | 0.08% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 30,402 | $319.5K | 0.06% | −530−1.7% | Reduced |
| Desjardins Global Asset Management Inc. | 31,153 | $327.0K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 31,995 | $336.3K | 0.00% | −132−0.4% | Reduced |
| International Assets Investment Management, LLC | 33,816 | $355.4K | 0.05% | +910+2.8% | Added |
| World Equity Group, Inc. | 33,839 | $356.3K | 0.06% | +33,839 | New |
| CIBC World Markets Inc. | 34,107 | $358.0K | 0.00% | +70+0.2% | Added |
| Guggenheim Capital LLC | 34,367 | $361.2K | 0.00% | +15,084+78.2% | Added |
| Harvest Fund Management Co., Ltd | 35,327 | $371.0K | 0.08% | +1,891+5.7% | Added |
| Andra AP-fonden | 36,000 | $378.4K | 0.01% | −180,600−83.4% | Reduced |
| Seven Eight Capital, LP | 36,234 | $380.8K | 0.08% | +36,234 | New |
| Intech Investment Management LLC | 36,251 | $381.0K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 37,010 | $389.0K | 0.27% | +17,389+88.6% | Added |
| Wedbush Securities Inc | 37,007 | $389.0K | 0.02% | −2,110−5.4% | Reduced |
| Cetera Investment Advisers | 37,284 | $391.9K | 0.00% | +13,071+54.0% | Added |
| Integrated Wealth Concepts LLC | 38,131 | $401.0K | 0.01% | +3,143+9.0% | Added |
| Panagora Asset Management Inc | 38,540 | $405.1K | 0.00% | −59,724−60.8% | Reduced |
| Redwood Wealth Management Group, LLC | 39,312 | $413.2K | 0.47% | +3,628+10.2% | Added |
| Credit Agricole S A | 39,602 | $416.2K | 0.02% | +457+1.2% | Added |
| Erste Asset Management GmbH | 40,000 | $418.4K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 39,943 | $419.8K | 0.02% | −1,283−3.1% | Reduced |
| Canal Insurance CO | 40,000 | $420.0K | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 41,362 | $434.7K | 0.00% | −5,098−11.0% | Reduced |