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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 12,646 | $114.3K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,575 | $114.0K | 0.00% | −1,232−8.9% | Reduced |
| Edgestream Partners, L.P. | 12,485 | $112.9K | 0.01% | +12,485 | New |
| Man Group plc | – | $110.8K | 0.00% | – | New |
| Compagnie Lombard Odier SCmA | 12,164 | $110.0K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 12,000 | $108.5K | 0.01% | +12,000 | New |
| Cantor Fitzgerald, L. P. | 11,829 | $106.9K | 0.00% | +11,829 | New |
| Adams Asset Advisors, LLC | 11,554 | $104.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 11,511 | $104.1K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,338 | $102.5K | 0.00% | −31,466−73.5% | Reduced |
| Arkadios Wealth Advisors | 11,325 | $102.4K | 0.01% | +11,325 | New |
| Capstone Investment Advisors, LLC | 10,945 | $98.9K | 0.00% | −32,560−74.8% | Reduced |
| Franklin Resources Inc | 10,701 | $96.7K | 0.00% | −216,040−95.3% | Reduced |
| Bokf, NA | 13,006 | $94.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,225 | $92.4K | 0.01% | +5,460+114.6% | Added |
| Annex Advisory Services, LLC | 10,181 | $92.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10,078 | $91.1K | 0.04% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 10,035 | $90.7K | 0.03% | +10,035 | New |
| Beacon Pointe Advisors, LLC | 10,002 | $90.4K | 0.00% | +10,002 | New |
| 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 |
| Ci Investments Inc. | 9,529 | $86.0K | 0.00% | −2,864−23.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,475 | $85.7K | 0.02% | −300−3.1% | Reduced |
| Parallel Advisors, LLC | 7,774 | $70.3K | 0.00% | +4,321+125.1% | Added |
| Whittier Trust Co of Nevada Inc | 7,450 | $67.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,705 | $60.6K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5,261 | $59.1K | 0.00% | +5,214+11,093.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,490 | $58.5K | 0.00% | +2,850+78.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 6,542 | $58.0K | 0.03% | −64−1.0% | Reduced |
| Spire Wealth Management | 6,201 | $56.1K | 0.00% | −2,300−27.1% | Reduced |
| Lindbrook Capital, LLC | 5,776 | $52.2K | 0.01% | +433+8.1% | Added |
| Traynor Capital Management, Inc. | 5,328 | $48.2K | 0.01% | −5,075−48.8% | Reduced |
| Peoples Bank | 5,100 | $46.1K | 0.04% | +5,100 | New |
| Parallax Volatility Advisers, L.P. | 4,985 | $45.1K | 0.00% | −39,592−88.8% | Reduced |
| North Star Investment Management Corp. | 4,800 | $43.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,750 | $42.9K | 0.00% | −2,400−33.6% | Reduced |
| Allworth Financial LP | 4,432 | $40.1K | 0.00% | +55+1.3% | Added |
| Private Trust Co NA | 4,100 | $37.1K | 0.00% | −800−16.3% | Reduced |
| Atlas Capital Advisors LLC | 3,856 | $34.9K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,616 | $32.7K | 0.00% | −4,190−53.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,525 | $31.9K | 0.02% | −500−12.4% | Reduced |
| Covestor Ltd | 2,822 | $26.0K | 0.02% | +917+48.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,565 | $23.2K | 0.00% | +300+13.2% | Added |
| Huntington National Bank | 2,535 | $22.9K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,411 | $21.8K | 0.00% | +341+16.5% | Added |
| Plante Moran Financial Advisors, LLC | 2,400 | $21.7K | 0.00% | −190−7.3% | Reduced |
| RVW Wealth, LLC | 2,300 | $20.8K | 0.00% | +2,300 | New |
| Global Retirement Partners, LLC | 2,245 | $19.8K | 0.00% | +169+8.1% | Added |
| Stephens Consulting, LLC | 2,082 | $18.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,000 | $18.1K | 0.00% | −55−2.7% | Reduced |
| 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 |
| Householder Group Estate & Retirement Specialist, LLC | 1,920 | $17.4K | 0.01% | +1,920 | New |
| First Command Advisory Services, Inc. | 1,890 | $17.1K | 0.00% | +1,890 | New |
| NBC Securities, Inc. | 1,880 | $16.0K | 0.00% | +1,880 | New |
| AdvisorNet Financial, Inc | 1,700 | $15.4K | 0.00% | +1,000+142.9% | Added |
| HHM Wealth Advisors, LLC | 1,615 | $14.6K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,474 | $13.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,380 | $12.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,362 | $12.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,205 | $10.9K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,166 | $10.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,159 | $10.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,096 | $9.91K | 0.00% | −100−8.4% | Reduced |
| Activest Wealth Management | 1,075 | $9.72K | 0.01% | +1,075 | New |
| Proequities, Inc. | 1,056 | $9.55K | 0.00% | +311+41.7% | Added |
| 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 |
| Wolff Wiese Magana LLC | 962 | $8.70K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 950 | $8.59K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,099 | $8.02K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 885 | $8.00K | 0.00% | −945−51.6% | Reduced |
| Manchester Capital Management LLC | 861 | $7.78K | 0.00% | +9+1.1% | Added |
| VisionPoint Advisory Group, LLC | 787 | $7.12K | 0.00% | +567+257.7% | Added |
| Focused Wealth Management, Inc | 710 | $6.42K | 0.00% | −750−51.4% | Reduced |
| Ancora Advisors, LLC | 690 | $6.24K | 0.00% | +70+11.3% | Added |
| EverSource Wealth Advisors, LLC | 683 | $6.17K | 0.00% | +178+35.2% | Added |
| Gould Capital, LLC | 680 | $5.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 648 | $5.86K | 0.00% | +41+6.8% | Added |
| Evermay Wealth Management LLC | 610 | $5.51K | 0.00% | −9−1.5% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 600 | $5.42K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 600 | $5.42K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 560 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 555 | $5.02K | 0.01% | +555 | New |
| Cornerstone Planning Group LLC | 542 | $4.90K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 533 | $4.82K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 529 | $4.78K | 0.00% | +123+30.3% | Added |
| Gradient Investments LLC | 500 | $4.52K | 0.00% | −201−28.7% | Reduced |
| City Holding Co | 500 | $4.52K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $4.52K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $4.52K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 500 | $4.52K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 466 | $4.21K | 0.00% | −1,000−68.2% | Reduced |
| Hollencrest Capital Management | 450 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 401 | $4.00K | 0.00% | −25−5.9% | Reduced |
| City State Bank | 400 | $4.00K | 0.00% | 00.0% | Unchanged |