Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in NIO Inc. as of Dec 31, 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
501
+28 vs. Q3 2023
Shares held
416.1M
−10.6M (−2.5%) vs. Q3 2023
Total value
$3.77B
−$87.3M (−2.3%) vs. Q3 2023
New holders
82
131 more added
Sold out
54
160 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 501 institutions
Q1 2021: 586 institutionsQ2 2021: 661 institutionsQ3 2021: 580 institutionsQ4 2021: 607 institutionsQ1 2022: 529 institutionsQ2 2022: 545 institutionsQ3 2022: 504 institutionsQ4 2022: 519 institutionsQ1 2023: 496 institutionsQ2 2023: 484 institutionsQ3 2023: 477 institutionsQ4 2023: 501 institutionsQ1 2024: 482 institutionsQ2 2024: 475 institutionsQ3 2024: 442 institutionsQ4 2024: 431 institutionsQ1 2025: 414 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 437 institutionsQ1 2026: 434 institutionsQ2 2026: 423 institutions
Value heldQ4 2023: $3.77B
Q1 2021: $18.2BQ2 2021: $25.4BQ3 2021: $17.3BQ4 2021: $17.2BQ1 2022: $11.3BQ2 2022: $11.8BQ3 2022: $8.15BQ4 2022: $5.07BQ1 2023: $5.19BQ2 2023: $4.82BQ3 2023: $3.86BQ4 2023: $3.77BQ1 2024: $1.49BQ2 2024: $1.14BQ3 2024: $1.19BQ4 2024: $774.7MQ1 2025: $843.7MQ2 2025: $573.1MQ3 2025: $2.45BQ4 2025: $1.62BQ1 2026: $1.68BQ2 2026: $1.38B
Institutions holding NIO and their total value by quarter
QuarterHoldersValue
Q2 2026423$1.38B
Q1 2026434$1.68B
Q4 2025437$1.62B
Q3 2025411$2.45B
Q2 2025385$573.1M
Q1 2025414$843.7M
Q4 2024431$774.7M
Q3 2024442$1.19B
Q2 2024475$1.14B
Q1 2024482$1.49B
Q4 2023501$3.77B
Q3 2023477$3.86B
Q2 2023484$4.82B
Q1 2023496$5.19B
Q4 2022519$5.07B
Q3 2022504$8.15B
Q2 2022545$11.8B
Q1 2022529$11.3B
Q4 2021607$17.2B
Q3 2021580$17.3B
Q2 2021661$25.4B
Q1 2021586$18.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q3 2023.

Institutions holding NIO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc22$00.00%00.0%Unchanged
Bartlett & Co. LLC50$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Salomon & Ludwin, LLC2$180.00%00.0%Unchanged
Iron Horse Wealth Management, LLC5$450.00%00.0%Unchanged
Bear Mountain Capital, Inc.10$660.00%+10New
Laurel Wealth Advisors LLC9$820.00%00.0%Unchanged
Colonial Trust Advisors10$910.00%00.0%Unchanged
Hexagon Capital Partners LLC10$910.00%00.0%Unchanged
CGC Financial Services, LLC10$910.00%00.0%Unchanged
Bogart Wealth, LLC12$1090.00%−100−89.3%Reduced
Institutional & Family Asset Management, LLC15$1360.00%00.0%Unchanged
Bell Investment Advisors, Inc15$1370.00%−17−53.1%Reduced
Tfo-TDC, LLC20$1810.00%00.0%Unchanged
Pacifica Partners Inc.25$1850.00%00.0%Unchanged
Washington Trust Co21$1900.00%00.0%Unchanged
Vima LLC25$2260.00%+25New
Raffa Wealth Management, LLC26$2360.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.27$2640.00%00.0%Unchanged
American Capital Advisory, LLC29$2640.00%+29New
Abound Wealth Management31$2820.00%00.0%Unchanged
Tucker Asset Management LLC46$4170.00%00.0%Unchanged
Strategic Investment Solutions, Inc.47$4260.00%−5,214−99.1%Reduced
Concord Wealth Partners48$4350.00%−5−9.4%Reduced
Thompson Investment Management, Inc.50$4530.00%00.0%Unchanged
Nemes Rush Group LLC50$4540.00%−14−21.9%Reduced
Pension & Wealth Management Advisors, Inc.50$4540.00%+50New
Bartlett & Co. Wealth Management LLC50$4720.00%00.0%Unchanged
Valued Wealth Advisors LLC67$6060.00%+67New
Vermillion & White Wealth Management Group, LLC67$6070.00%+67New
Baystate Wealth Management LLC73$6620.00%00.0%Unchanged
O'Dell Group, LLC80$7260.00%+80New
Tradewinds Capital Management, LLC82$7440.00%00.0%Unchanged
Game Plan Financial Advisors, LLC84$7620.00%+84New
Tortoise Investment Management, LLC86$7800.00%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.89$8070.00%+89New
RFP Financial Group LLC90$8160.00%00.0%Unchanged
Central Trust Co100$9070.00%−100−50.0%Reduced
St Germain D J Co Inc100$9070.00%00.0%Unchanged
Sandy Spring Bank100$9070.00%00.0%Unchanged
Providence Capital Advisors, LLC100$9070.00%00.0%Unchanged
Provence Wealth Management Group100$9070.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.100$9070.00%00.0%Unchanged
GHP Investment Advisors, Inc.100$9070.00%00.0%Unchanged
Naples Money Management LLC100$9070.00%+100New
Ables, Iannone, Moore & Associates, Inc.100$9070.00%+100New
TSFG, LLC83$1.00K0.00%−91−52.3%Reduced
Benjamin F. Edwards & Company, Inc.100$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners115$1.00K0.00%00.0%Unchanged
Planning Capital Management Corp113$1.02K0.00%+113New
Pacific Capital Wealth Advisors, Inc120$1.09K0.00%+120New
Scarborough Advisors, LLC123$1.12K0.00%+123New
AllSquare Wealth Management LLC148$1.34K0.00%00.0%Unchanged
Cambridge Trust Co156$1.42K0.00%00.0%Unchanged
Sunbelt Securities, Inc.166$1.51K0.00%−300−64.4%Reduced
Atwood & Palmer Inc175$1.59K0.00%00.0%Unchanged
Retirement Group, LLC188$1.71K0.00%00.0%Unchanged
Parkside Financial Bank & Trust200$1.81K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.200$1.81K0.00%+200New
Cedar Mountain Advisors, LLC212$1.92K0.00%00.0%Unchanged
SJS Investment Consulting Inc.220$2.00K0.00%+200+1,000.0%Added
Centerpoint Advisors, LLC206$2.00K0.00%−150−42.1%Reduced
Farmers & Merchants Trust Co of Chambersburg PA200$2.00K0.00%00.0%Unchanged
Close Asset Management Ltd224$2.00K0.00%00.0%Unchanged
Kelly Financial Services LLC233$2.11K0.00%00.0%Unchanged
Cedar Wealth Management, LLC240$2.18K0.00%00.0%Unchanged
Brown Brothers Harriman & Co243$2.20K0.00%00.0%Unchanged
Heritage Wealth Advisors243$2.20K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC250$2.27K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.250$2.27K0.00%00.0%Unchanged
Princeton Global Asset Management LLC250$2.27K0.00%00.0%Unchanged
Mechanics Financial Corp250$2.27K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC260$2.36K0.00%+260New
Willis Johnson & Associates, Inc.276$2.50K0.00%+276New
Sound Income Strategies, LLC300$2.72K0.00%00.0%Unchanged
Main Street Group, LTD300$2.72K0.00%+300New
Aspect Partners, LLC300$2.72K0.00%+300New
Financial Management Professionals, Inc.376$3.00K0.00%+8+2.2%Added
FSA Wealth Management LLC300$3.00K0.00%+300New
Your Advocates Ltd., LLP340$3.08K0.00%00.0%Unchanged
Center for Financial Planning, Inc.355$3.22K0.00%00.0%Unchanged
Johnson Financial Group, Inc.385$3.49K0.00%00.0%Unchanged
McIlrath & Eck, LLC385$3.49K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC395$3.58K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group400$3.63K0.00%+396+9,900.0%Added
Lee Financial Co400$3.63K0.00%+400New
Strengthening Families & Communities, LLC425$3.85K0.00%00.0%Unchanged
City State Bank400$4.00K0.00%00.0%Unchanged
Hollencrest Capital Management450$4.08K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC451$4.09K0.00%+451New
Harbor Investment Advisory, LLC491$4.45K0.00%+301+158.4%Added
City Holding Co500$4.54K0.00%00.0%Unchanged
Optimum Investment Advisors500$4.54K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC500$4.54K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc500$4.54K0.00%00.0%Unchanged
Rothschild Investment LLC500$4.54K0.00%+500New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC516$4.68K0.00%−3,100−85.7%Reduced
Archer Investment Corp533$4.83K0.00%00.0%Unchanged
CNB Bank540$4.90K0.00%−460−46.0%Reduced
Gradient Investments LLC550$4.99K0.00%+50+10.0%Added