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 |
|---|---|---|---|---|---|
| Derbend Asset Management | 14,858 | $144.0K | 0.10% | −10,185−40.7% | Reduced |
| Thrivent Financial for Lutherans | 14,820 | $144.0K | 0.00% | −119,035−88.9% | Reduced |
| Meridian Wealth Management, LLC | 14,881 | $144.2K | 0.01% | −30.0% | Reduced |
| Stratos Wealth Partners, LTD. | 15,026 | $145.6K | 0.00% | +3,032+25.3% | Added |
| Captrust Financial Advisors | 15,038 | $145.7K | 0.00% | −1,538−9.3% | Reduced |
| Daiwa Securities Group Inc. | 15,300 | $148.0K | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 15,375 | $149.0K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 15,383 | $149.1K | 0.00% | −422−2.7% | Reduced |
| IPG Investment Advisors LLC | 15,795 | $153.1K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 15,900 | $154.1K | 0.02% | +500+3.2% | Added |
| Calton & Associates, Inc. | 16,100 | $156.0K | 0.07% | +1,990+14.1% | Added |
| Aptus Capital Advisors, LLC | 16,158 | $156.6K | 0.00% | −10,185−38.7% | Reduced |
| Bellecapital International Ltd. | 16,253 | $157.5K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 16,329 | $158.2K | 0.09% | +16,329 | New |
| Valeo Financial Advisors, LLC | 16,600 | $160.9K | 0.01% | −8,375−33.5% | Reduced |
| Seaport Global Advisors, LLC | 16,713 | $161.9K | 0.48% | +2,487+17.5% | Added |
| Gladstone Institutional Advisory LLC | 16,744 | $162.3K | 0.01% | −1,615−8.8% | Reduced |
| Tradition Wealth Management, LLC | 16,811 | $163.0K | 0.02% | +100+0.6% | Added |
| EMC Capital Management | 6,061 | $163.0K | 0.33% | +5,361+765.9% | Added |
| Visionary Wealth Advisors | 17,068 | $165.4K | 0.01% | −457−2.6% | Reduced |
| Rathbone Brothers plc | 17,908 | $173.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 18,342 | $178.0K | 0.00% | +3,399+22.7% | Added |
| Founders Financial Securities LLC | 19,000 | $184.1K | 0.02% | −1,500−7.3% | Reduced |
| Baker Avenue Asset Management, LP | 19,272 | $186.7K | 0.01% | +19,000+6,985.3% | Added |
| American International Group, Inc. | 19,429 | $188.3K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 23,088 | $191.0K | 0.02% | +9,281+67.2% | Added |
| Signaturefd, LLC | 19,733 | $191.2K | 0.00% | +7,090+56.1% | Added |
| Axim Planning & Wealth | 19,810 | $192.0K | 0.17% | +2,750+16.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 20,155 | $195.3K | 0.15% | +2,000+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 20,244 | $196.2K | 0.00% | −1,420−6.6% | Reduced |
| Mercer Global Advisors Inc | 20,540 | $199.0K | 0.00% | −4,776−18.9% | Reduced |
| Quadrant Capital Group LLC | 22,002 | $213.2K | 0.02% | +13,528+159.6% | Added |
| Quintet Private Bank (Europe) S.A. | 21,555 | $216.2K | 0.01% | −8,077−27.3% | Reduced |
| XY Capital Ltd | 22,894 | $221.8K | 0.43% | +22,894 | New |
| Stifel Financial Corp | 23,506 | $227.8K | 0.00% | −5,230−18.2% | Reduced |
| Sepio Capital, LP | 23,620 | $228.9K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 24,023 | $232.8K | 0.01% | +3,071+14.7% | Added |
| Sloy Dahl & Holst, LLC | 24,062 | $233.2K | 0.04% | −2,355−8.9% | Reduced |
| Wetherby Asset Management Inc | 24,076 | $233.3K | 0.01% | +1,737+7.8% | Added |
| Panagora Asset Management Inc | 24,129 | $233.8K | 0.00% | −14,411−37.4% | Reduced |
| Avantax Advisory Services, Inc. | 24,287 | $235.3K | 0.00% | +9,336+62.4% | Added |
| Ausdal Financial Partners, Inc. | 24,373 | $236.2K | 0.03% | +5,981+32.5% | Added |
| Truist Financial Corp | 25,228 | $244.5K | 0.00% | +466+1.9% | Added |
| Lido Advisors, LLC | 25,305 | $245.2K | 0.00% | +3,712+17.2% | Added |
| U S Global Investors Inc | 26,000 | $251.9K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 26,096 | $253.0K | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 26,216 | $254.0K | 0.00% | −859−3.2% | Reduced |
| Cetera Advisors LLC | 26,248 | $254.3K | 0.00% | −1,155−4.2% | Reduced |
| RSM US Wealth Management LLC | 26,276 | $254.6K | 0.01% | −2,407−8.4% | Reduced |
| We Are One Seven, LLC | 26,457 | $256.4K | 0.02% | +1,630+6.6% | Added |
| CIBC Asset Management Inc | 26,546 | $257.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 26,616 | $257.9K | 0.01% | −2,120−7.4% | Reduced |
| Independent Financial Group, LLC | 27,910 | $270.4K | 0.02% | −1,000−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 28,929 | $280.3K | 0.00% | +746+2.6% | Added |
| Point72 Hong Kong Ltd | 29,210 | $283.0K | 0.08% | +18,110+163.2% | Added |
| Commerzbank Aktiengesellschaft | 29,305 | $284.0K | 0.01% | +17,182+141.7% | Added |
| Azzad Asset Management Inc | 29,471 | $285.6K | 0.04% | −13,828−31.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 30,000 | $290.7K | 0.07% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 30,587 | $296.4K | 0.05% | +185+0.6% | Added |
| CIBC World Markets Inc. | 31,570 | $306.0K | 0.00% | −2,537−7.4% | Reduced |
| Redwood Investment Management, LLC | 31,600 | $306.0K | 0.03% | +31,600 | New |
| Advisors Asset Management, Inc. | 31,727 | $307.4K | 0.01% | +11,486+56.7% | Added |
| Fox Run Management, L.L.C. | 33,074 | $320.5K | 0.09% | +33,074 | New |
| International Assets Investment Management, LLC | 33,606 | $325.6K | 0.04% | −210−0.6% | Reduced |
| Weiss Asset Management LP | 33,642 | $326.0K | 0.04% | +33,642 | New |
| Prospera Financial Services Inc | 33,743 | $327.0K | 0.01% | −6,200−15.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 35,085 | $334.0K | 0.01% | +9,634+37.9% | Added |
| National Asset Management, Inc. | 34,976 | $338.9K | 0.01% | −10,450−23.0% | Reduced |
| Green Alpha Advisors, LLC | 35,621 | $345.2K | 0.23% | −1,389−3.8% | Reduced |
| AE Wealth Management LLC | 36,255 | $351.3K | 0.00% | −5,107−12.3% | Reduced |
| Atria Wealth Solutions, Inc. | 37,175 | $360.2K | 0.00% | +5,180+16.2% | Added |
| Desjardins Global Asset Management Inc. | 38,095 | $369.1K | 0.04% | +6,942+22.3% | Added |
| Cetera Investment Advisers | 38,271 | $370.8K | 0.00% | +987+2.6% | Added |
| Ethic Inc. | 38,317 | $371.3K | 0.01% | +15,587+68.6% | Added |
| GWM Advisors LLC | 38,477 | $372.8K | 0.00% | −74,238−65.9% | Reduced |
| Erste Asset Management GmbH | 40,000 | $375.6K | 0.01% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 39,057 | $378.0K | 0.02% | +39,057 | New |
| Credit Agricole S A | 39,690 | $384.6K | 0.01% | +88+0.2% | Added |
| Canal Insurance CO | 40,000 | $388.0K | 0.11% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 40,391 | $391.4K | 0.01% | +10,861+36.8% | Added |
| Cerity Partners LLC | 40,525 | $393.0K | 0.00% | +4,413+12.2% | Added |
| LMR Partners LLP | 42,000 | $407.0K | 0.01% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 42,166 | $408.6K | 0.00% | +42,166 | New |
| Tower Research Capital LLC (TRC) | 42,804 | $414.8K | 0.01% | +33,798+375.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,231 | $418.9K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 43,505 | $421.6K | 0.01% | +43,215+14,901.7% | Added |
| Redwood Wealth Management Group, LLC | 43,842 | $424.8K | 0.47% | +4,530+11.5% | Added |
| Parallax Volatility Advisers, L.P. | 44,577 | $432.0K | 0.01% | −186,075−80.7% | Reduced |
| Sigma Planning Corp | 44,850 | $434.6K | 0.02% | +611+1.4% | Added |
| Axq Capital, LP | 46,244 | $448.1K | 0.55% | −55,353−54.5% | Reduced |
| MML Investors Services, LLC | 46,497 | $451.0K | 0.00% | +682+1.5% | Added |
| Price T Rowe Associates Inc | 46,600 | $452.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 47,933 | $464.5K | 0.01% | +1,000+2.1% | Added |
| Rafferty Asset Management, LLC | 48,160 | $466.7K | 0.00% | +27,319+131.1% | Added |
| Kestra Advisory Services, LLC | 48,609 | $471.0K | 0.00% | −3,560−6.8% | Reduced |
| Verition Fund Management LLC | 49,800 | $482.6K | 0.01% | +500+1.0% | Added |
| Wedbush Securities Inc | 49,847 | $483.0K | 0.02% | +12,840+34.7% | Added |
| Shell Asset Management Co | 50,742 | $492.0K | 0.02% | −111,163−68.7% | Reduced |
| Yousif Capital Management, LLC | 50,824 | $492.5K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 51,142 | $495.6K | 0.09% | +33,769+194.4% | Added |