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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 11,884 | $115.2K | 0.00% | +667+5.9% | Added |
| Nissay Asset Management Corp | 11,774 | $114.1K | 0.00% | +400+3.5% | Added |
| Adams Asset Advisors, LLC | 11,554 | $112.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 11,511 | $111.5K | 0.03% | −135−1.2% | Reduced |
| Connectus Wealth, LLC | 10,500 | $101.7K | 0.00% | −434−4.0% | Reduced |
| First Republic Investment Management, Inc. | 10,489 | $101.6K | 0.00% | −7,768−42.5% | Reduced |
| Traynor Capital Management, Inc. | 10,403 | $100.8K | 0.01% | +4,890+88.7% | Added |
| Annex Advisory Services, LLC | 10,181 | $98.7K | 0.01% | −11−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 9,142 | $98.1K | 0.00% | +1,211+15.3% | Added |
| PSI Advisors, LLC | 10,078 | $97.7K | 0.04% | +300+3.1% | Added |
| SkyView Investment Advisors, LLC | 10,000 | $97.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Global Wealth Management Investment Advisory, Inc. | 9,775 | $94.7K | 0.03% | −1,204−11.0% | Reduced |
| Wahed Invest LLC | 9,339 | $90.5K | 0.03% | +848+10.0% | Added |
| Spire Wealth Management | 8,501 | $82.4K | 0.00% | +3,242+61.6% | Added |
| CSS LLC | 7,984 | $77.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,806 | $75.6K | 0.00% | +2,367+43.5% | Added |
| Whittier Trust Co of Nevada Inc | 7,450 | $72.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,150 | $69.3K | 0.00% | −353,400−98.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,606 | $62.0K | 0.03% | +1,377+26.3% | Added |
| Ridgewood Investments LLC | 6,125 | $59.4K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,343 | $51.8K | 0.01% | +2,505+88.3% | Added |
| Private Trust Co NA | 4,900 | $47.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,800 | $46.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,765 | $46.2K | 0.01% | −3,487−42.3% | Reduced |
| IFP Advisors, Inc | 6,705 | $44.3K | 0.00% | +620+10.2% | Added |
| Allworth Financial LP | 4,377 | $42.4K | 0.00% | +2,703+161.5% | Added |
| Newbridge Financial Services Group, Inc. | 4,025 | $39.0K | 0.02% | −350−8.0% | Reduced |
| Atlas Capital Advisors LLC | 3,856 | $37.4K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,640 | $35.8K | 0.00% | −3,539−49.3% | Reduced |
| Parallel Advisors, LLC | 3,453 | $33.5K | 0.00% | +814+30.8% | Added |
| BIT Capital GmbH | 2,594 | $25.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,590 | $25.1K | 0.00% | +190+7.9% | Added |
| WealthPLAN Partners, LLC | 2,540 | $24.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,535 | $24.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,265 | $21.9K | 0.00% | +2,000+754.7% | Added |
| Stephens Consulting, LLC | 2,082 | $20.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,076 | $20.1K | 0.00% | −50−2.4% | Reduced |
| Perennial Investment Advisors, LLC | 2,070 | $20.1K | 0.00% | −300−12.7% | Reduced |
| Hantz Financial Services, Inc. | 2,014 | $20.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,055 | $19.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 1,905 | $18.0K | 0.01% | +128+7.2% | Added |
| Cape Investment Advisory, Inc. | 1,830 | $17.7K | 0.01% | −350−16.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,615 | $15.7K | 0.00% | −3−0.2% | Reduced |
| First PREMIER Bank | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,466 | $14.2K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,460 | $14.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,474 | $14.0K | 0.01% | +1,474 | New |
| Chesapeake Asset Management LLC | 1,380 | $13.4K | 0.01% | −553−28.6% | Reduced |
| Umb Bank N A | 1,362 | $13.2K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,315 | $13.0K | 0.00% | +115+9.6% | Added |
| Financial Perspectives, Inc | 1,205 | $11.7K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,200 | $11.6K | 0.01% | +1,200 | New |
| First Horizon Advisors, Inc. | 1,196 | $11.6K | 0.00% | +100+9.1% | Added |
| Ritter Daniher Financial Advisory LLC | 1,166 | $11.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,159 | $11.2K | 0.00% | −361−23.8% | Reduced |
| 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 |
| Carolinas Wealth Consulting LLC | 1,099 | $10.6K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,070 | $10.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wolff Wiese Magana LLC | 962 | $9.32K | 0.01% | −200−17.2% | Reduced |
| Creative Financial Designs Inc | 950 | $9.21K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 915 | $8.87K | 0.00% | +915 | New |
| Manchester Capital Management LLC | 852 | $8.26K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 800 | $7.75K | 0.00% | +800 | New |
| Rock Creek Group, LP | 798 | $7.73K | 0.00% | −153−16.1% | Reduced |
| Proequities, Inc. | 745 | $7.22K | 0.00% | −1,236−62.4% | Reduced |
| Gradient Investments LLC | 701 | $6.79K | 0.00% | +85+13.8% | Added |
| AdvisorNet Financial, Inc | 700 | $6.78K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 700 | $6.78K | 0.00% | +700 | New |
| Gould Capital, LLC | 680 | $6.59K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 629 | $6.10K | 0.00% | −250−28.4% | Reduced |
| Ancora Advisors, LLC | 620 | $6.01K | 0.00% | −660−51.6% | Reduced |
| Evermay Wealth Management LLC | 619 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 607 | $5.88K | 0.00% | −40−6.2% | Reduced |
| Larson Financial Group LLC | 600 | $5.81K | 0.00% | −174−22.5% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 600 | $5.81K | 0.01% | +600 | New |
| Investors Research Corp | 560 | $5.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 542 | $5.25K | 0.00% | +542 | New |
| Archer Investment Corp | 533 | $5.17K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 505 | $4.89K | 0.00% | −85−14.4% | Reduced |
| BDO Wealth Advisors, LLC | 502 | $4.87K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 500 | $4.84K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $4.84K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $4.84K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 500 | $4.84K | 0.00% | +500 | New |
| McIlrath & Eck, LLC | 468 | $4.54K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 450 | $4.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 368 | $4.00K | 0.00% | −15,000−97.6% | Reduced |
| Ronald Blue Trust, Inc. | 426 | $4.00K | 0.00% | −91−17.6% | Reduced |
| City State Bank | 400 | $4.00K | 0.00% | −100−20.0% | Reduced |
| Strengthening Families & Communities, LLC | 425 | $4.00K | 0.00% | +100+30.8% | Added |