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, Q3 2023
Institutional positions in NIO Inc. as of Sep 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
- 477
- +2 vs. Q2 2023
- Shares held
- 427.0M
- −68.1M (−13.7%) vs. Q2 2023
- Total value
- $3.86B
- −$940.7M (−19.6%) vs. Q2 2023
- New holders
- 60
- 144 more added
- Sold out
- 58
- 139 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 885 | $8.00K | 0.00% | −945−51.6% | Reduced |
| Carolinas Wealth Consulting LLC | 1,099 | $8.02K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 950 | $8.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 962 | $8.70K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,000 | $9.04K | 0.01% | −100−9.1% | Reduced |
| Trust Co of Vermont | 1,000 | $9.04K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,000 | $9.04K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,056 | $9.55K | 0.00% | +311+41.7% | Added |
| Activest Wealth Management | 1,075 | $9.72K | 0.01% | +1,075 | New |
| First Horizon Advisors, Inc. | 1,096 | $9.91K | 0.00% | −100−8.4% | Reduced |
| Geneos Wealth Management Inc. | 1,159 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,166 | $10.5K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,205 | $10.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,362 | $12.3K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,380 | $12.5K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,474 | $13.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,500 | $14.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,615 | $14.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,700 | $15.4K | 0.00% | +1,000+142.9% | Added |
| NBC Securities, Inc. | 1,880 | $16.0K | 0.00% | +1,880 | New |
| First Command Advisory Services, Inc. | 1,890 | $17.1K | 0.00% | +1,890 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,920 | $17.4K | 0.01% | +1,920 | New |
| Hantz Financial Services, Inc. | 2,014 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,000 | $18.1K | 0.00% | −55−2.7% | Reduced |
| Stephens Consulting, LLC | 2,082 | $18.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,245 | $19.8K | 0.00% | +169+8.1% | Added |
| RVW Wealth, LLC | 2,300 | $20.8K | 0.00% | +2,300 | New |
| Plante Moran Financial Advisors, LLC | 2,400 | $21.7K | 0.00% | −190−7.3% | Reduced |
| Perennial Investment Advisors, LLC | 2,411 | $21.8K | 0.00% | +341+16.5% | Added |
| Huntington National Bank | 2,535 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,565 | $23.2K | 0.00% | +300+13.2% | Added |
| Covestor Ltd | 2,822 | $26.0K | 0.02% | +917+48.1% | Added |
| Newbridge Financial Services Group, Inc. | 3,525 | $31.9K | 0.02% | −500−12.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,616 | $32.7K | 0.00% | −4,190−53.7% | Reduced |
| Atlas Capital Advisors LLC | 3,856 | $34.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 4,100 | $37.1K | 0.00% | −800−16.3% | Reduced |
| Allworth Financial LP | 4,432 | $40.1K | 0.00% | +55+1.3% | Added |
| New York State Common Retirement Fund | 4,750 | $42.9K | 0.00% | −2,400−33.6% | Reduced |
| North Star Investment Management Corp. | 4,800 | $43.4K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 4,985 | $45.1K | 0.00% | −39,592−88.8% | Reduced |
| Peoples Bank | 5,100 | $46.1K | 0.04% | +5,100 | New |
| Traynor Capital Management, Inc. | 5,328 | $48.2K | 0.01% | −5,075−48.8% | Reduced |
| Lindbrook Capital, LLC | 5,776 | $52.2K | 0.01% | +433+8.1% | Added |
| Spire Wealth Management | 6,201 | $56.1K | 0.00% | −2,300−27.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,542 | $58.0K | 0.03% | −64−1.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,490 | $58.5K | 0.00% | +2,850+78.3% | Added |
| Strategic Investment Solutions, Inc. | 5,261 | $59.1K | 0.00% | +5,214+11,093.6% | Added |
| IFP Advisors, Inc | 6,705 | $60.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7,450 | $67.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,774 | $70.3K | 0.00% | +4,321+125.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,475 | $85.7K | 0.02% | −300−3.1% | Reduced |
| Ci Investments Inc. | 9,529 | $86.0K | 0.00% | −2,864−23.1% | Reduced |
| Belmont Capital, LLC | 10,000 | $90.4K | 0.05% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10,000 | $90.4K | 0.10% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,000 | $90.4K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,002 | $90.4K | 0.00% | +10,002 | New |
| Fountainhead AM, LLC | 10,035 | $90.7K | 0.03% | +10,035 | New |
| PSI Advisors, LLC | 10,078 | $91.1K | 0.04% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 10,181 | $92.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,225 | $92.4K | 0.01% | +5,460+114.6% | Added |
| Bokf, NA | 13,006 | $94.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,701 | $96.7K | 0.00% | −216,040−95.3% | Reduced |
| Capstone Investment Advisors, LLC | 10,945 | $98.9K | 0.00% | −32,560−74.8% | Reduced |
| Arkadios Wealth Advisors | 11,325 | $102.4K | 0.01% | +11,325 | New |
| Tower Research Capital LLC (TRC) | 11,338 | $102.5K | 0.00% | −31,466−73.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 11,511 | $104.1K | 0.03% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 11,554 | $104.4K | 0.01% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 11,829 | $106.9K | 0.00% | +11,829 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 12,000 | $108.5K | 0.01% | +12,000 | New |
| Compagnie Lombard Odier SCmA | 12,164 | $110.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $110.8K | 0.00% | – | New |
| Edgestream Partners, L.P. | 12,485 | $112.9K | 0.01% | +12,485 | New |
| Janney Montgomery Scott LLC | 12,575 | $114.0K | 0.00% | −1,232−8.9% | Reduced |
| Alliancebernstein L.P. | 12,646 | $114.3K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 12,761 | $115.4K | 0.01% | +12,761 | New |
| Compass Advisory Group LLC | 13,100 | $118.4K | 0.06% | +13,100 | New |
| Cassaday & Co Wealth Management LLC | 13,110 | $118.5K | 0.00% | +13,110 | New |
| Marathon Trading Investment Management LLC | 13,171 | $119.1K | 0.09% | +13,171 | New |
| Exchange Traded Concepts, LLC | 13,226 | $119.6K | 0.00% | +1,090+9.0% | Added |
| IHT Wealth Management, LLC | 13,280 | $120.1K | 0.01% | −66−0.5% | Reduced |
| Baader Bank INC | 14,212 | $120.4K | 0.01% | −8,876−38.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,322 | $120.4K | 0.00% | +13,322 | New |
| Telos Capital Management, Inc. | 13,548 | $122.5K | 0.02% | 00.0% | Unchanged |
| Derbend Asset Management | 13,858 | $125.3K | 0.09% | −1,000−6.7% | Reduced |
| Keybank National Association | 14,128 | $127.7K | 0.00% | +335+2.4% | Added |
| Nissay Asset Management Corp | 14,259 | $128.9K | 0.00% | +2,485+21.1% | Added |
| Masso Torrence Wealth Management Inc. | 14,529 | $131.3K | 0.10% | +1,000+7.4% | Added |
| CWM, LLC | 14,645 | $132.0K | 0.00% | −3,697−20.2% | Reduced |
| BSW Wealth Partners | 14,661 | $132.5K | 0.03% | +14,661 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,712 | $133.0K | 0.01% | +1,962+15.4% | Added |
| Thrivent Financial for Lutherans | 14,820 | $134.0K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 14,980 | $135.4K | 0.00% | +14,980 | New |
| Gladstone Institutional Advisory LLC | 15,083 | $136.4K | 0.01% | −1,661−9.9% | Reduced |
| Sequoia Financial Advisors, LLC | 15,776 | $142.6K | 0.00% | +2,639+20.1% | Added |
| First Heartland Consultants, Inc. | 15,998 | $145.0K | 0.02% | +98+0.6% | Added |
| QRG Capital Management, Inc. | 16,119 | $145.7K | 0.00% | +16,119 | New |
| Y-Intercept (Hong Kong) Ltd | 16,231 | $146.7K | 0.01% | −253,988−94.0% | Reduced |
| Visionary Wealth Advisors | 16,604 | $150.1K | 0.01% | −464−2.7% | Reduced |