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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 555 | $5.00K | 0.00% | +154+38.4% | Added |
| Focused Wealth Management, Inc | 559 | $5.07K | 0.00% | −151−21.3% | Reduced |
| Investors Research Corp | 560 | $5.08K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 600 | $5.44K | 0.00% | −496−45.3% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 600 | $5.44K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 600 | $5.44K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 610 | $5.53K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 625 | $5.67K | 0.00% | +625 | New |
| JFS Wealth Advisors, LLC | 637 | $5.78K | 0.00% | −11−1.7% | Reduced |
| Cornerstone Planning Group LLC | 642 | $5.82K | 0.00% | +100+18.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 720 | $6.00K | 0.00% | −1,200−62.5% | Reduced |
| Gould Capital, LLC | 680 | $6.17K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 689 | $6.25K | 0.00% | −1−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 756 | $6.86K | 0.00% | +73+10.7% | Added |
| Asset Dedication, LLC | 835 | $7.00K | 0.00% | +768+1,146.3% | Added |
| VisionPoint Advisory Group, LLC | 787 | $7.14K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 861 | $7.81K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 930 | $8.00K | 0.00% | −950−50.5% | Reduced |
| Creative Financial Designs Inc | 950 | $8.62K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 962 | $8.73K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 981 | $8.90K | 0.00% | −75−7.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,000 | $9.00K | 0.00% | +1,000 | New |
| Cape Investment Advisory, Inc. | 998 | $9.05K | 0.00% | +113+12.8% | Added |
| Ritter Daniher Financial Advisory LLC | 1,000 | $9.07K | 0.00% | −166−14.2% | Reduced |
| Trust Co of Vermont | 1,000 | $9.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,009 | $9.15K | 0.00% | −150−12.9% | Reduced |
| Glassman Wealth Services | 1,046 | $9.49K | 0.00% | +517+97.7% | Added |
| Carolinas Wealth Consulting LLC | 1,099 | $9.97K | 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 |
| Sachetta, LLC | 1,229 | $11.1K | 0.01% | +1,229 | New |
| First Beijing Investment Ltd | 1,296 | $11.8K | 0.00% | +1,296 | New |
| Umb Bank N A | 1,362 | $12.4K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,380 | $12.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,454 | $13.2K | 0.01% | +379+35.3% | Added |
| 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 |
| Global X Japan Co., Ltd. | 1,660 | $15.1K | 0.01% | +1,660 | New |
| Global Retirement Partners, LLC | 2,305 | $15.1K | 0.00% | +60+2.7% | Added |
| Tyler-Stone Wealth Management | 1,724 | $15.6K | 0.01% | +250+17.0% | Added |
| AdvisorNet Financial, Inc | 1,734 | $15.7K | 0.00% | +34+2.0% | Added |
| First Command Advisory Services, Inc. | 1,890 | $17.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| 1832 Asset Management L.P. | 2,000 | $18.1K | 0.00% | +2,000 | New |
| Burkett Financial Services, LLC | 2,000 | $18.1K | 0.01% | +2,000 | New |
| Creekmur Asset Management LLC | 2,000 | $18.1K | 0.01% | +2,000 | New |
| Sculptor Capital LP | 2,077 | $18.8K | 0.00% | +2,077 | New |
| Stephens Consulting, LLC | 2,082 | $18.9K | 0.01% | 00.0% | Unchanged |
| Able Wealth Management LLC | 2,397 | $21.7K | 0.02% | +2,397 | New |
| Plante Moran Financial Advisors, LLC | 2,400 | $21.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,413 | $21.9K | 0.00% | +2,413 | New |
| Newbridge Financial Services Group, Inc. | 2,525 | $22.9K | 0.01% | −1,000−28.4% | Reduced |
| Huntington National Bank | 2,535 | $23.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,706 | $25.0K | 0.02% | −116−4.1% | Reduced |
| Allworth Financial LP | 2,922 | $26.5K | 0.00% | −1,510−34.1% | Reduced |
| Spire Wealth Management | 4,862 | $29.5K | 0.00% | −1,339−21.6% | Reduced |
| BFSG, LLC | 3,650 | $33.1K | 0.00% | +3,650 | New |
| Atlas Capital Advisors LLC | 3,856 | $35.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 4,100 | $37.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,200 | $38.1K | 0.00% | −600−12.5% | Reduced |
| Rakuten Securities, Inc. | 4,216 | $38.2K | 0.03% | +4,216 | New |
| New York State Common Retirement Fund | 4,375 | $39.7K | 0.00% | −375−7.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,445 | $40.3K | 0.00% | −6,893−60.8% | Reduced |
| Principal Securities, Inc. | 4,650 | $42.2K | 0.00% | +4,650 | New |
| Peoples Bank | 5,100 | $46.3K | 0.04% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5,276 | $50.0K | 0.02% | −1,266−19.4% | Reduced |
| HighPoint Advisor Group LLC | 10,248 | $50.0K | 0.00% | +10,248 | New |
| Lindbrook Capital, LLC | 5,524 | $50.1K | 0.01% | −252−4.4% | Reduced |
| Traynor Capital Management, Inc. | 6,370 | $57.8K | 0.01% | +1,042+19.6% | Added |
| IFP Advisors, Inc | 6,772 | $61.4K | 0.00% | +67+1.0% | Added |
| Farther Finance Advisors, LLC | 7,018 | $63.7K | 0.00% | −3,207−31.4% | Reduced |
| Clear Point Advisors Inc. | 7,326 | $66.4K | 0.06% | +7,326 | New |
| Whittier Trust Co of Nevada Inc | 7,450 | $67.6K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 8,000 | $72.6K | 0.00% | −13,041−62.0% | Reduced |
| Parallel Advisors, LLC | 8,613 | $78.1K | 0.00% | +839+10.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,760 | $79.5K | 0.02% | −715−7.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,055 | $85.4K | 0.00% | +2,565+39.5% | Added |
| Belmont Capital, LLC | 10,000 | $90.7K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,000 | $90.7K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10,078 | $91.4K | 0.03% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 10,086 | $91.5K | 0.00% | −95−0.9% | Reduced |
| Calton & Associates, Inc. | 10,110 | $91.7K | 0.04% | +10,110 | New |
| LM Advisors LLC | 10,237 | $92.8K | 0.02% | +10,237 | New |
| Keybank National Association | 10,485 | $95.1K | 0.00% | −3,643−25.8% | Reduced |
| First Affirmative Financial Network | 10,488 | $95.1K | 0.08% | +10,488 | New |
| Tidemark, LLC | 10,619 | $96.3K | 0.06% | +10,619 | New |
| Janney Montgomery Scott LLC | 10,777 | $98.0K | 0.00% | −1,798−14.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 11,516 | $104.5K | 0.02% | +50.0% | Added |
| Adams Asset Advisors, LLC | 11,554 | $104.8K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,598 | $105.2K | 0.01% | −5,814−33.4% | Reduced |
| Marathon Trading Investment Management LLC | 11,671 | $105.9K | 0.02% | −1,500−11.4% | Reduced |
| Compagnie Lombard Odier SCmA | 11,854 | $107.5K | 0.00% | −310−2.5% | Reduced |
| Bridgefront Capital, LLC | 12,028 | $109.1K | 0.08% | +12,028 | New |
| Fountainhead AM, LLC | 12,047 | $109.3K | 0.03% | +2,012+20.0% | Added |
| Mercer Global Advisors Inc | 12,458 | $113.0K | 0.00% | −4,245−25.4% | Reduced |
| Gainplan LLC | 12,468 | $113.1K | 0.06% | +12,468 | New |
| PDS Planning, Inc | 12,548 | $113.8K | 0.01% | +12,548 | New |
| Acadian Asset Management LLC | 12,659 | $114.0K | 0.00% | +12,659 | New |
| Franklin Resources Inc | 12,623 | $114.5K | 0.00% | +1,922+18.0% | Added |