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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, Q2 2023

Institutional positions in NIO Inc. as of Jun 30, 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
484
−9 vs. Q1 2023
Shares held
496.7M
+2.68M (+0.5%) vs. Q1 2023
Total value
$4.82B
−$372.4M (−7.2%) vs. Q1 2023
New holders
51
150 more added
Sold out
60
148 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 484 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 heldQ2 2023: $4.82B
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, Q2 2023

Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q1 2023.

Institutions holding NIO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc22$00.00%−400−94.8%Reduced
Asset Dedication, LLC67$00.00%−50−42.7%Reduced
Bartlett & Co. LLC50$00.00%00.0%Unchanged
Winch Advisory Services, LLC31$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Sofos Investments, Inc.10$270.00%+10New
Oliver Lagore Vanvalin Investment Group4$390.00%00.0%Unchanged
Kozak & Associates, Inc.4$400.00%+4New
Iron Horse Wealth Management, LLC5$480.00%00.0%Unchanged
Toth Financial Advisory Corp5$490.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC9$870.00%00.0%Unchanged
Laurel Wealth Advisors LLC9$880.00%00.0%Unchanged
Colonial Trust Advisors10$970.00%−409−97.6%Reduced
Duncker Streett & Co Inc10$970.00%00.0%Unchanged
Hexagon Capital Partners LLC10$970.00%00.0%Unchanged
CGC Financial Services, LLC10$970.00%+10New
Institutional & Family Asset Management, LLC15$1450.00%00.0%Unchanged
Tucker Asset Management LLC16$1550.00%00.0%Unchanged
SJS Investment Consulting Inc.20$1940.00%00.0%Unchanged
Tfo-TDC, LLC20$1940.00%00.0%Unchanged
Live Oak Investment Partners–$1960.00%––
Washington Trust Co21$2030.00%00.0%Unchanged
WR Wealth Planners, LLC25$2420.00%00.0%Unchanged
Raffa Wealth Management, LLC26$2520.00%00.0%Unchanged
Pacifica Partners Inc.25$2550.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.27$2620.00%00.0%Unchanged
Elequin Capital LP30$2910.00%+30New
Abound Wealth Management31$3010.00%+31New
Bell Investment Advisors, Inc32$3110.00%00.0%Unchanged
Kelly Financial Services LLC33$3200.00%00.0%Unchanged
Strategic Investment Solutions, Inc.47$3540.00%00.0%Unchanged
Earnest Partners LLC42$4070.00%00.0%Unchanged
Venturi Wealth Management, LLC43$4170.00%+43New
Coastal Capital Group, Inc.44$4260.00%00.0%Unchanged
Thompson Investment Management, Inc.50$4840.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC50$4850.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC50$4850.00%+50New
Nemes Rush Group LLC50$4850.00%+50New
Concord Wealth Partners77$7460.00%00.0%Unchanged
O'Dell Group, LLC80$7760.00%+80New
Tradewinds Capital Management, LLC82$7950.00%+82New
Baystate Wealth Management LLC83$8040.00%+10+13.7%Added
Tortoise Investment Management, LLC86$8330.00%00.0%Unchanged
RFP Financial Group LLC90$8720.00%00.0%Unchanged
Lowe Wealth Advisors, LLC100$9690.00%00.0%Unchanged
Providence Capital Advisors, LLC100$9690.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.100$9690.00%00.0%Unchanged
St Germain D J Co Inc100$9690.00%+100New
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
Bogart Wealth, LLC112$1.08K0.00%00.0%Unchanged
AllSquare Wealth Management LLC148$1.10K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.100$1.29K0.00%00.0%Unchanged
Column Capital Advisors, LLC150$1.45K0.00%00.0%Unchanged
Cambridge Trust Co156$1.51K0.00%00.0%Unchanged
Atwood & Palmer Inc175$1.70K0.00%00.0%Unchanged
Piershale Financial Group, Inc.180$1.74K0.00%00.0%Unchanged
Retirement Group, LLC188$1.82K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC190$1.84K0.00%00.0%Unchanged
Parkside Financial Bank & Trust200$1.94K0.00%−1,000−83.3%Reduced
Central Trust Co200$1.94K0.00%−100−33.3%Reduced
Avalon Trust Co200$1.94K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.200$1.94K0.00%+100+100.0%Added
Close Asset Management Ltd224$2.00K0.00%−395−63.8%Reduced
Farmers & Merchants Trust Co of Chambersburg PA200$2.00K0.00%00.0%Unchanged
TSFG, LLC174$2.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC212$2.05K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC220$2.13K0.00%+220New
Cedar Wealth Management, LLC240$2.33K0.00%00.0%Unchanged
Brown Brothers Harriman & Co243$2.35K0.00%00.0%Unchanged
Heritage Wealth Advisors243$2.35K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC250$2.40K0.00%+250New
Princeton Global Asset Management LLC250$2.42K0.00%00.0%Unchanged
Mechanics Financial Corp250$2.42K0.00%00.0%Unchanged
Sound Income Strategies, LLC300$2.91K0.00%00.0%Unchanged
Centerpoint Advisors, LLC356$3.00K0.00%00.0%Unchanged
Your Advocates Ltd., LLP340$3.29K0.00%−140−29.2%Reduced
Center for Financial Planning, Inc.355$3.44K0.00%00.0%Unchanged
Johnson Financial Group, Inc.385$3.73K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC395$3.83K0.00%00.0%Unchanged
Halpern Financial, Inc.400$3.88K0.00%00.0%Unchanged
Glassman Wealth Services406$3.93K0.00%+206+103.0%Added
Financial Management Professionals, Inc.368$4.00K0.00%−15,000−97.6%Reduced
Ronald Blue Trust, Inc.426$4.00K0.00%−91−17.6%Reduced
City State Bank400$4.00K0.00%−100−20.0%Reduced
Strengthening Families & Communities, LLC425$4.00K0.00%+100+30.8%Added
Hollencrest Capital Management450$4.36K0.00%00.0%Unchanged
McIlrath & Eck, LLC468$4.54K0.00%00.0%Unchanged
City Holding Co500$4.84K0.00%00.0%Unchanged
Optimum Investment Advisors500$4.84K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC500$4.84K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc500$4.84K0.00%+500New
BDO Wealth Advisors, LLC502$4.87K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC505$4.89K0.00%−85−14.4%Reduced
Archer Investment Corp533$5.17K0.00%00.0%Unchanged
Cornerstone Planning Group LLC542$5.25K0.00%+542New
Investors Research Corp560$5.43K0.00%00.0%Unchanged
Larson Financial Group LLC600$5.81K0.00%−174−22.5%Reduced
Sanctuary Wealth Management, L.L.C.600$5.81K0.01%+600New