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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 607 | $5.88K | 0.00% | −40−6.2% | Reduced |
| Evermay Wealth Management LLC | 619 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 620 | $6.01K | 0.00% | −660−51.6% | Reduced |
| ICA Group Wealth Management, LLC | 629 | $6.10K | 0.00% | −250−28.4% | Reduced |
| Gould Capital, LLC | 680 | $6.59K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $6.78K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 700 | $6.78K | 0.00% | +700 | New |
| Gradient Investments LLC | 701 | $6.79K | 0.00% | +85+13.8% | Added |
| Proequities, Inc. | 745 | $7.22K | 0.00% | −1,236−62.4% | Reduced |
| Rock Creek Group, LP | 798 | $7.73K | 0.00% | −153−16.1% | Reduced |
| 1832 Asset Management L.P. | 800 | $7.75K | 0.00% | +800 | New |
| Manchester Capital Management LLC | 852 | $8.26K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 915 | $8.87K | 0.00% | +915 | New |
| Creative Financial Designs Inc | 950 | $9.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 962 | $9.32K | 0.01% | −200−17.2% | Reduced |
| Register Financial Advisors LLC | 1,000 | $9.69K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $9.69K | 0.00% | +1,000 | New |
| Kistler-Tiffany Companies, LLC | 1,070 | $10.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,099 | $10.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,100 | $10.7K | 0.01% | −2,755−71.5% | Reduced |
| Sandy Spring Bank | 1,100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,159 | $11.2K | 0.00% | −361−23.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,166 | $11.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,196 | $11.6K | 0.00% | +100+9.1% | Added |
| Spotlight Asset Group, Inc. | 1,200 | $11.6K | 0.01% | +1,200 | New |
| Financial Perspectives, Inc | 1,205 | $11.7K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,315 | $13.0K | 0.00% | +115+9.6% | Added |
| Umb Bank N A | 1,362 | $13.2K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,380 | $13.4K | 0.01% | −553−28.6% | Reduced |
| Tyler-Stone Wealth Management | 1,474 | $14.0K | 0.01% | +1,474 | New |
| Focused Wealth Management, Inc | 1,460 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,466 | $14.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,615 | $15.7K | 0.00% | −3−0.2% | Reduced |
| Cape Investment Advisory, Inc. | 1,830 | $17.7K | 0.01% | −350−16.1% | Reduced |
| Covestor Ltd | 1,905 | $18.0K | 0.01% | +128+7.2% | Added |
| First Command Bank | 1,890 | $18.3K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,890 | $18.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,055 | $19.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,014 | $20.0K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,070 | $20.1K | 0.00% | −300−12.7% | Reduced |
| Global Retirement Partners, LLC | 2,076 | $20.1K | 0.00% | −50−2.4% | Reduced |
| Stephens Consulting, LLC | 2,082 | $20.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,265 | $21.9K | 0.00% | +2,000+754.7% | Added |
| Huntington National Bank | 2,535 | $24.6K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,540 | $24.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,590 | $25.1K | 0.00% | +190+7.9% | Added |
| BIT Capital GmbH | 2,594 | $25.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,453 | $33.5K | 0.00% | +814+30.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,640 | $35.8K | 0.00% | −3,539−49.3% | Reduced |
| Atlas Capital Advisors LLC | 3,856 | $37.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,025 | $39.0K | 0.02% | −350−8.0% | Reduced |
| Allworth Financial LP | 4,377 | $42.4K | 0.00% | +2,703+161.5% | Added |
| IFP Advisors, Inc | 6,705 | $44.3K | 0.00% | +620+10.2% | Added |
| Farther Finance Advisors, LLC | 4,765 | $46.2K | 0.01% | −3,487−42.3% | Reduced |
| North Star Investment Management Corp. | 4,800 | $46.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,900 | $47.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,343 | $51.8K | 0.01% | +2,505+88.3% | Added |
| Ridgewood Investments LLC | 6,125 | $59.4K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6,606 | $62.0K | 0.03% | +1,377+26.3% | Added |
| New York State Common Retirement Fund | 7,150 | $69.3K | 0.00% | −353,400−98.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,450 | $72.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,806 | $75.6K | 0.00% | +2,367+43.5% | Added |
| CSS LLC | 7,984 | $77.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 8,501 | $82.4K | 0.00% | +3,242+61.6% | Added |
| Wahed Invest LLC | 9,339 | $90.5K | 0.03% | +848+10.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,775 | $94.7K | 0.03% | −1,204−11.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10,000 | $96.9K | 0.13% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 10,000 | $96.9K | 0.05% | 00.0% | Unchanged |
| Belmont Capital, LLC | 10,000 | $96.9K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,000 | $96.9K | 0.02% | +9,928+13,788.9% | Added |
| SkyView Investment Advisors, LLC | 10,000 | $97.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10,078 | $97.7K | 0.04% | +300+3.1% | Added |
| TD Waterhouse Canada Inc. | 9,142 | $98.1K | 0.00% | +1,211+15.3% | Added |
| Annex Advisory Services, LLC | 10,181 | $98.7K | 0.01% | −11−0.1% | Reduced |
| Traynor Capital Management, Inc. | 10,403 | $100.8K | 0.01% | +4,890+88.7% | Added |
| First Republic Investment Management, Inc. | 10,489 | $101.6K | 0.00% | −7,768−42.5% | Reduced |
| Connectus Wealth, LLC | 10,500 | $101.7K | 0.00% | −434−4.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 11,511 | $111.5K | 0.03% | −135−1.2% | Reduced |
| Adams Asset Advisors, LLC | 11,554 | $112.0K | 0.02% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 11,774 | $114.1K | 0.00% | +400+3.5% | Added |
| CI Private Wealth, LLC | 11,884 | $115.2K | 0.00% | +667+5.9% | Added |
| Brave Asset Management Inc | 12,000 | $116.3K | 0.03% | +12,000 | New |
| Exchange Traded Concepts, LLC | 12,136 | $117.6K | 0.00% | +509+4.4% | Added |
| Compagnie Lombard Odier SCmA | 12,164 | $117.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 12,393 | $120.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 12,646 | $122.5K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,750 | $123.5K | 0.00% | +12,750 | New |
| Greenwich Wealth Management LLC | 12,850 | $125.0K | 0.01% | +250+2.0% | Added |
| Point72 Asset Management, L.P. | 12,930 | $125.3K | 0.00% | −181,370−93.3% | Reduced |
| Bokf, NA | 13,006 | $126.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,137 | $127.3K | 0.00% | +13,137 | New |
| IHT Wealth Management, LLC | 13,346 | $129.3K | 0.01% | −1,216−8.4% | Reduced |
| Capital Markets Trading UK LLP | 13,448 | $130.0K | 0.10% | +13,448 | New |
| Paragon Wealth Strategies, LLC | 13,504 | $130.9K | 0.04% | +13,504 | New |
| Masso Torrence Wealth Management Inc. | 13,529 | $131.1K | 0.09% | −300−2.2% | Reduced |
| Telos Capital Management, Inc. | 13,548 | $131.3K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 13,793 | $133.7K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,807 | $134.0K | 0.00% | −785,216−98.3% | Reduced |