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