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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 16,625 | $150.3K | 0.02% | +1,250+8.1% | Added |
| Captrust Financial Advisors | 17,268 | $150.7K | 0.00% | +2,230+14.8% | Added |
| Arete Wealth Advisors, LLC | 16,681 | $150.8K | 0.03% | +16,681 | New |
| Aptus Capital Advisors, LLC | 16,701 | $151.0K | 0.00% | +543+3.4% | Added |
| Mercer Global Advisors Inc | 16,703 | $151.0K | 0.00% | −3,837−18.7% | Reduced |
| Tradition Wealth Management, LLC | 16,811 | $152.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,849 | $152.3K | 0.00% | −21,422−56.0% | Reduced |
| Envestnet Asset Management Inc | 17,051 | $154.1K | 0.00% | −9,165−35.0% | Reduced |
| JustInvest LLC | 17,290 | $156.3K | 0.00% | −6,733−28.0% | Reduced |
| CAPROCK Group, Inc. | 17,412 | $157.4K | 0.01% | +17,412 | New |
| Avantax Advisory Services, Inc. | 17,891 | $161.7K | 0.00% | −6,396−26.3% | Reduced |
| Valeo Financial Advisors, LLC | 17,893 | $161.8K | 0.01% | +1,293+7.8% | Added |
| American International Group, Inc. | 18,029 | $163.0K | 0.00% | −1,400−7.2% | Reduced |
| Stratos Wealth Partners, LTD. | 18,259 | $165.1K | 0.00% | +3,233+21.5% | Added |
| Founders Financial Securities LLC | 19,000 | $171.8K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 19,342 | $174.9K | 0.00% | +3,959+25.7% | Added |
| Steward Partners Investment Advisory, LLC | 19,564 | $176.9K | 0.00% | −680−3.4% | Reduced |
| CI Private Wealth, LLC | 19,848 | $179.4K | 0.00% | +7,964+67.0% | Added |
| TD Waterhouse Canada Inc. | 19,962 | $181.9K | 0.00% | +10,820+118.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 20,155 | $182.2K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 20,446 | $184.8K | 0.01% | −6,011−22.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 21,041 | $190.2K | 0.01% | −514−2.4% | Reduced |
| Henry James International Management, Inc. | 21,458 | $194.0K | 0.08% | +21,458 | New |
| Stifel Financial Corp | 22,026 | $199.1K | 0.00% | −1,480−6.3% | Reduced |
| Advisory Services Network, LLC | 22,049 | $199.3K | 0.01% | −4,567−17.2% | Reduced |
| Cetera Advisors LLC | 22,246 | $201.1K | 0.00% | −4,002−15.2% | Reduced |
| LJI Wealth Management, LLC | 22,250 | $201.1K | 0.06% | +22,250 | New |
| Quadrant Capital Group LLC | 22,625 | $204.5K | 0.02% | +623+2.8% | Added |
| Greenwich Wealth Management LLC | 22,722 | $205.0K | 0.02% | +9,872+76.8% | Added |
| Signaturefd, LLC | 23,292 | $210.6K | 0.01% | +3,559+18.0% | Added |
| Sloy Dahl & Holst, LLC | 23,825 | $215.4K | 0.05% | −237−1.0% | Reduced |
| Panagora Asset Management Inc | 24,332 | $220.0K | 0.00% | +203+0.8% | Added |
| Ausdal Financial Partners, Inc. | 24,373 | $220.3K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 24,395 | $220.5K | 0.00% | −2,151−8.1% | Reduced |
| Seaport Global Advisors, LLC | 24,660 | $222.9K | 0.67% | +7,947+47.5% | Added |
| Two Sigma Securities, LLC | 24,678 | $223.1K | 0.01% | −250,771−91.0% | Reduced |
| U S Global Investors Inc | 26,000 | $235.0K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 26,539 | $239.9K | 0.06% | +26,539 | New |
| Truist Financial Corp | 26,735 | $241.7K | 0.00% | +1,507+6.0% | Added |
| Bellecapital International Ltd. | 27,000 | $244.1K | 0.06% | +10,747+66.1% | Added |
| Cerity Partners LLC | 27,356 | $247.3K | 0.00% | −13,169−32.5% | Reduced |
| Cigna Investments Inc | 27,498 | $249.0K | 0.06% | +1,402+5.4% | Added |
| Wetherby Asset Management Inc | 27,980 | $252.9K | 0.01% | +3,904+16.2% | Added |
| Independent Financial Group, LLC | 28,637 | $258.9K | 0.02% | +727+2.6% | Added |
| Lido Advisors, LLC | 28,637 | $258.9K | 0.00% | +3,332+13.2% | Added |
| Commerzbank Aktiengesellschaft | 29,305 | $265.0K | 0.01% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 30,000 | $271.2K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 30,117 | $272.3K | 0.00% | −8,360−21.7% | Reduced |
| RSM US Wealth Management LLC | 30,155 | $272.6K | 0.01% | +3,879+14.8% | Added |
| The PNC Financial Services Group, Inc. | 31,177 | $281.8K | 0.00% | +2,248+7.8% | Added |
| International Assets Investment Management, LLC | 33,516 | $283.5K | 0.04% | −90−0.3% | Reduced |
| Jump Financial, LLC | 31,840 | $287.8K | 0.01% | +31,840 | New |
| WCG Wealth Advisors LLC | 32,143 | $291.0K | 0.02% | +32,143 | New |
| XR Securities LLC | 32,497 | $293.8K | 0.40% | +32,497 | New |
| CIBC World Markets Inc. | 32,837 | $297.0K | 0.00% | +1,267+4.0% | Added |
| Guggenheim Capital LLC | 33,047 | $298.7K | 0.00% | −18,467−35.8% | Reduced |
| Azzad Asset Management Inc | 35,371 | $319.8K | 0.05% | +5,900+20.0% | Added |
| Advisors Asset Management, Inc. | 35,861 | $324.2K | 0.01% | +4,134+13.0% | Added |
| Prospera Financial Services Inc | 37,572 | $339.6K | 0.01% | +3,829+11.3% | Added |
| Prudential Financial Inc | 38,800 | $346.1K | 0.00% | +38,800 | New |
| Freemont Management S.A. | 40,000 | $361.6K | 0.06% | −30,000−42.9% | Reduced |
| Canal Insurance CO | 40,000 | $362.0K | 0.10% | 00.0% | Unchanged |
| National Bank of Canada | 41,980 | $367.1K | 0.00% | −2,602,837−98.4% | Reduced |
| National Asset Management, Inc. | 40,876 | $369.5K | 0.01% | +5,900+16.9% | Added |
| Atria Wealth Solutions, Inc. | 40,954 | $370.2K | 0.01% | +3,779+10.2% | Added |
| Kestra Advisory Services, LLC | 40,979 | $370.4K | 0.00% | −7,630−15.7% | Reduced |
| Green Alpha Advisors, LLC | 41,974 | $379.4K | 0.29% | +6,353+17.8% | Added |
| Wedbush Securities Inc | 42,047 | $380.0K | 0.02% | −7,800−15.6% | Reduced |
| AustralianSuper Pty Ltd | 42,166 | $381.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 42,237 | $382.0K | 0.00% | −4,260−9.2% | Reduced |
| Flow Traders U.S. LLC | 42,831 | $387.0K | 0.02% | +3,774+9.7% | Added |
| Shell Asset Management Co | 44,012 | $398.0K | 0.02% | −6,730−13.3% | Reduced |
| Pariax, LLC | 44,150 | $399.1K | 1.25% | −8,550−16.2% | Reduced |
| Desjardins Global Asset Management Inc. | 44,664 | $403.8K | 0.04% | +6,569+17.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,666 | $412.8K | 0.00% | +45,666 | New |
| Price T Rowe Associates Inc | 46,600 | $422.0K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 47,437 | $428.8K | 0.50% | +3,595+8.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,147 | $435.2K | 0.01% | +4,916+11.4% | Added |
| Credit Agricole S A | 48,734 | $440.6K | 0.01% | +9,044+22.8% | Added |
| Principal Financial Group Inc | 49,003 | $443.0K | 0.00% | +49,003 | New |
| Northwestern Mutual Wealth Management Co | 49,261 | $445.3K | 0.00% | −5,717−10.4% | Reduced |
| US Bancorp | 49,713 | $449.4K | 0.00% | −2,035−3.9% | Reduced |
| Sigma Planning Corp | 50,644 | $457.8K | 0.02% | +5,794+12.9% | Added |
| Bank Hapoalim BM | 50,715 | $458.0K | 0.07% | −1,800−3.4% | Reduced |
| Yousif Capital Management, LLC | 50,824 | $459.4K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 51,476 | $460.0K | 0.01% | +16,391+46.7% | Added |
| Integrated Wealth Concepts LLC | 50,905 | $460.2K | 0.01% | −881−1.7% | Reduced |
| Federated Hermes, Inc. | 51,024 | $461.3K | 0.00% | +51,024 | New |
| Equitable Holdings, Inc. | 54,245 | $490.4K | 0.01% | −1,285−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 54,400 | $491.8K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 56,133 | $507.4K | 0.00% | −9,003−13.8% | Reduced |
| Calamos Advisors LLC | 56,190 | $508.0K | 0.00% | +56,190 | New |
| Fifth Third Bancorp | 56,497 | $510.7K | 0.00% | +1,200+2.2% | Added |
| Rathbone Brothers plc | 56,955 | $514.9K | 0.00% | +39,047+218.0% | Added |
| Crossmark Global Holdings, Inc. | 59,385 | $525.0K | 0.01% | +6,277+11.8% | Added |
| Scotia Capital Inc. | 58,873 | $532.2K | 0.00% | −1,760−2.9% | Reduced |
| Steel Peak Wealth Management LLC | 59,104 | $534.3K | 0.03% | 00.0% | Unchanged |
| Hongkou Capital LP | 60,000 | $542.4K | 2.29% | +60,000 | New |
| Cetera Advisor Networks LLC | 60,544 | $547.3K | 0.00% | −8,048−11.7% | Reduced |
| 180 Wealth Advisors, LLC | 62,018 | $560.6K | 0.13% | +753+1.2% | Added |