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 |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 10,979 | $115.4K | 0.03% | −1,871−14.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,942 | $115.0K | 0.02% | +10,942 | New |
| Connectus Wealth, LLC | 10,934 | $114.9K | 0.00% | +414+3.9% | Added |
| Fullerton Fund Management Co Ltd. | 10,685 | $112.3K | 0.01% | −20,122−65.3% | Reduced |
| Sowell Financial Services LLC | 10,520 | $111.0K | 0.01% | +10,520 | New |
| Centric Wealth Management | 10,385 | $109.1K | 0.05% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,303 | $108.3K | 0.00% | −417,124−97.6% | Reduced |
| Annex Advisory Services, LLC | 10,192 | $107.1K | 0.01% | +10,192 | New |
| Gordian Capital Singapore Pte Ltd | 10,000 | $106.0K | 0.18% | −6,270−38.5% | 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 |
| SkyView Investment Advisors, LLC | 10,000 | $105.0K | 0.02% | −3,500−25.9% | Reduced |
| PSI Advisors, LLC | 9,778 | $102.8K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,006 | $95.0K | 0.00% | +8,983+39,056.5% | Added |
| Wahed Invest LLC | 8,491 | $89.2K | 0.04% | +1,060+14.3% | Added |
| Quadrant Capital Group LLC | 8,474 | $89.1K | 0.01% | −3,403−28.7% | Reduced |
| Farther Finance Advisors, LLC | 8,252 | $86.7K | 0.03% | +4,504+120.2% | Added |
| Pine Valley Investments Ltd Liability Co | 10,533 | $84.5K | 0.01% | +10,533 | New |
| TD Waterhouse Canada Inc. | 7,931 | $84.3K | 0.00% | −42−0.5% | Reduced |
| CSS LLC | 7,984 | $83.9K | 0.01% | −24,300−75.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,450 | $78.3K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,179 | $75.0K | 0.00% | −194,956−96.4% | Reduced |
| Ridgewood Investments LLC | 6,125 | $64.4K | 0.04% | +6,125 | New |
| Graham Capital Wealth Management, LLC | 5,624 | $59.1K | 0.09% | +5,624 | New |
| Traynor Capital Management, Inc. | 5,513 | $57.9K | 0.01% | −4,364−44.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,439 | $57.2K | 0.00% | −1,400−20.5% | Reduced |
| Spire Wealth Management | 5,259 | $55.3K | 0.00% | +449+9.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,229 | $54.0K | 0.02% | +5,229 | New |
| Private Trust Co NA | 4,900 | $51.5K | 0.01% | +4,100+512.5% | Added |
| North Star Investment Management Corp. | 4,800 | $50.4K | 0.00% | −30−0.6% | Reduced |
| Highline Wealth Partners LLC | 4,687 | $49.3K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,375 | $46.0K | 0.02% | −6,217−58.7% | Reduced |
| Atlas Capital Advisors LLC | 3,856 | $40.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 3,855 | $40.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,085 | $40.2K | 0.00% | −3,390−35.8% | Reduced |
| Ameritas Advisory Services, LLC | 3,948 | $33.2K | 0.00% | +3,948 | New |
| AlphaMark Advisors, LLC | 3,052 | $32.0K | 0.01% | +2,814+1,182.4% | Added |
| FNY Investment Advisers, LLC | 3,000 | $31.0K | 0.04% | −27,000−90.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,894 | $30.4K | 0.00% | −261,404−98.9% | Reduced |
| Lindbrook Capital, LLC | 2,838 | $29.8K | 0.00% | −1,169−29.2% | Reduced |
| Parallel Advisors, LLC | 2,639 | $27.7K | 0.00% | −1,454−35.5% | Reduced |
| BIT Capital GmbH | 2,594 | $27.3K | 0.00% | +2,594 | New |
| WealthPLAN Partners, LLC | 2,540 | $26.7K | 0.00% | +2,540 | New |
| Huntington National Bank | 2,535 | $26.6K | 0.00% | +2,300+978.7% | Added |
| Plante Moran Financial Advisors, LLC | 2,400 | $25.2K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,370 | $24.9K | 0.00% | +2,370 | New |
| Cape Investment Advisory, Inc. | 2,180 | $22.9K | 0.01% | +2,180 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,120 | $22.0K | 0.01% | +1,950+1,147.1% | Added |
| Stephens Consulting, LLC | 2,082 | $21.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,055 | $21.6K | 0.00% | +2,000+3,636.4% | Added |
| 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 |
| Proequities, Inc. | 1,981 | $20.8K | 0.00% | −195−9.0% | Reduced |
| Chesapeake Asset Management LLC | 1,933 | $20.3K | 0.02% | +1,933 | New |
| Systematic Alpha Investments, LLC | 1,900 | $20.0K | 0.00% | +1,900 | New |
| 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 |
| Covestor Ltd | 1,777 | $19.0K | 0.02% | −61−3.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 223,105 | $18.4K | 0.42% | −150,000−40.2% | Reduced |
| Lazard Asset Management LLC | 1,790 | $18.0K | 0.00% | −616,866−99.7% | Reduced |
| Allworth Financial LP | 1,674 | $17.6K | 0.00% | −366−17.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,618 | $17.0K | 0.00% | +3+0.2% | Added |
| Global Retirement Partners, LLC | 2,126 | $16.2K | 0.00% | −673−24.0% | Reduced |
| First PREMIER Bank | 1,500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,520 | $16.0K | 0.00% | +284+23.0% | Added |
| Focused Wealth Management, Inc | 1,460 | $15.3K | 0.00% | −33−2.2% | Reduced |
| Sunbelt Securities, Inc. | 1,466 | $15.3K | 0.00% | +1,466 | New |
| Umb Bank N A | 1,362 | $14.3K | 0.00% | −1,700−55.5% | Reduced |
| Ancora Advisors, LLC | 1,280 | $13.5K | 0.00% | −500−28.1% | Reduced |
| Endurance Wealth Management, Inc. | 1,200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,205 | $12.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,200 | $12.6K | 0.00% | +1,000+500.0% | Added |
| Ritter Daniher Financial Advisory LLC | 1,166 | $12.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,162 | $12.2K | 0.01% | +400+52.5% | Added |
| Sandy Spring Bank | 1,100 | $11.6K | 0.00% | −320−22.5% | Reduced |
| Carolinas Wealth Consulting LLC | 1,099 | $11.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,096 | $11.5K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,070 | $11.2K | 0.00% | −20−1.8% | Reduced |
| 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 |
| Rock Creek Group, LP | 951 | $9.99K | 0.00% | +951 | New |
| Creative Financial Designs Inc | 950 | $9.98K | 0.00% | −100−9.5% | Reduced |
| ICA Group Wealth Management, LLC | 879 | $9.24K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 852 | $8.96K | 0.00% | +852 | New |
| Larson Financial Group LLC | 774 | $8.13K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $7.36K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 680 | $7.15K | 0.01% | −575−45.8% | Reduced |
| Close Asset Management Ltd | 619 | $7.00K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 700 | $7.00K | 0.01% | +300+75.0% | Added |
| JFS Wealth Advisors, LLC | 647 | $6.80K | 0.00% | +76+13.3% | Added |
| Evermay Wealth Management LLC | 619 | $6.51K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 616 | $6.47K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 590 | $6.20K | 0.00% | +97+19.7% | Added |
| Investors Research Corp | 560 | $5.89K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 533 | $5.60K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 502 | $5.28K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 500 | $5.25K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $5.25K | 0.00% | 00.0% | Unchanged |