NIO Inc.

NIO

Exchange: NYSE
Industry: Motor Vehicles & Passenger Car Bodies
SEC CIK: 0001736541

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in NIO Inc. as of Mar 31, 2024. 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: 482; −12 vs. Q4 2023
Shares held: 329.7M; −86.3M (−20.7%) vs. Q4 2023
Total value: $1.49B; −$2.28B (−60.4%) vs. Q4 2023
New holders: 58; 149 more added
Sold out: 70; 150 more reduced

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 482 institutions

Value heldQ1 2024: $1.49B

Institutions holding NIO and their total value by quarter
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, Q1 2024

Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q4 2023.

Institutions holding NIO in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Financial Management Professionals, Inc.	100	$0	0.00%	−276−73.4%	Reduced
Benjamin F. Edwards & Company, Inc.	50	$0	0.00%	−50−50.0%	Reduced
Coston, McIsaac & Partners	115	$0	0.00%	00.0%	Unchanged
Bessemer Group Inc	22	$0	0.00%	00.0%	Unchanged
Roble, Belko & Company, Inc	5	$0	0.00%	00.0%	Unchanged
Concord Wealth Partners	3	$14	0.00%	−45−93.8%	Reduced
Assetmark, Inc	4	$18	0.00%	+4	New
Breakwater Investment Management	4	$18	0.00%	+4	New
VisionPoint Advisory Group, LLC	5	$23	0.00%	−782−99.4%	Reduced
Iron Horse Wealth Management, LLC	5	$23	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	5	$23	0.00%	+5	New
New England Capital Financial Advisors LLC	6	$26	0.00%	+6	New
Toronto Dominion Bank	8	$36	0.00%	+8	New
Bear Mountain Capital, Inc.	10	$39	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	9	$41	0.00%	00.0%	Unchanged
Colonial Trust Advisors	10	$45	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	10	$45	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	10	$45	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	15	$68	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	15	$68	0.00%	00.0%	Unchanged
Abich Financial Wealth Management LLC	15	$68	0.00%	+15	New
SJS Investment Consulting Inc.	20	$90	0.00%	−200−90.9%	Reduced
WR Wealth Planners, LLC	25	$113	0.00%	+25	New
Raffa Wealth Management, LLC	26	$117	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	27	$122	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	25	$122	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	30	$135	0.00%	−1,175−97.5%	Reduced
Abound Wealth Management	31	$140	0.00%	00.0%	Unchanged
CNB Bank	40	$180	0.00%	−500−92.6%	Reduced
Tucker Asset Management LLC	46	$207	0.00%	00.0%	Unchanged
Gradient Investments LLC	50	$225	0.00%	−500−90.9%	Reduced
Sunbelt Securities, Inc.	50	$225	0.00%	−116−69.9%	Reduced
Pension & Wealth Management Advisors, Inc.	50	$225	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	50	$225	0.00%	00.0%	Unchanged
ORG Partners LLC	50	$232	0.00%	+50	New
Vima LLC	25	$263	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	65	$293	0.00%	+15+30.0%	Added
Vermillion & White Wealth Management Group, LLC	67	$302	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	29	$305	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	78	$351	0.00%	−307−79.7%	Reduced
Tradewinds Capital Management, LLC	82	$369	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	84	$378	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	86	$387	0.00%	00.0%	Unchanged
RFP Financial Group LLC	90	$405	0.00%	00.0%	Unchanged
AllSquare Wealth Management LLC	100	$450	0.00%	−48−32.4%	Reduced
Pacific Capital Wealth Advisors, Inc	100	$450	0.00%	−20−16.7%	Reduced
Central Trust Co	100	$450	0.00%	00.0%	Unchanged
St Germain D J Co Inc	100	$450	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	100	$450	0.00%	00.0%	Unchanged
Sandy Spring Bank	100	$450	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	100	$450	0.00%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	100	$450	0.00%	00.0%	Unchanged
Naples Money Management LLC	100	$450	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	100	$450	0.00%	+100	New
LRI Investments, LLC	100	$450	0.00%	+100	New
Planning Capital Management Corp	113	$509	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	125	$563	0.00%	−125−50.0%	Reduced
Scarborough Advisors, LLC	143	$644	0.00%	+20+16.3%	Added
Cambridge Trust Co	156	$702	0.00%	00.0%	Unchanged
Continuum Advisory, LLC	137	$730	0.00%	+137	New
Atwood & Palmer Inc	175	$788	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	177	$796	0.00%	−922−83.9%	Reduced
Hollencrest Capital Management	200	$900	0.00%	−250−55.6%	Reduced
Parkside Financial Bank & Trust	200	$900	0.00%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	200	$900	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	200	$900	0.00%	+200	New
Cedar Mountain Advisors, LLC	212	$954	0.00%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	200	$1.00K	0.00%	00.0%	Unchanged
Close Asset Management Ltd	224	$1.00K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	206	$1.00K	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	233	$1.05K	0.00%	00.0%	Unchanged
Brown Brothers Harriman & Co	237	$1.07K	0.00%	−6−2.5%	Reduced
Cedar Wealth Management, LLC	240	$1.08K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	243	$1.09K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	250	$1.13K	0.00%	00.0%	Unchanged
Mechanics Financial Corp	250	$1.13K	0.00%	00.0%	Unchanged
Future Financial Wealth Managment LLC	250	$1.13K	0.00%	+250	New
Ronald Blue Trust, Inc.	252	$1.13K	0.00%	−303−54.6%	Reduced
Retirement Group, LLC	288	$1.30K	0.00%	+100+53.2%	Added
FRG Family Wealth Advisors LLC	285	$1.34K	0.00%	+285	New
Aspect Partners, LLC	300	$1.35K	0.00%	00.0%	Unchanged
Main Street Group, LTD	300	$1.39K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	340	$1.53K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	355	$1.60K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	385	$1.73K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	395	$1.78K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	400	$1.80K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	400	$1.80K	0.00%	+400	New
City State Bank	400	$2.00K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	425	$2.00K	0.00%	00.0%	Unchanged
MeadowBrook Investment Advisors LLC	451	$2.03K	0.00%	00.0%	Unchanged
CoreCap Advisors, LLC	456	$2.05K	0.00%	+456	New
ICA Group Wealth Management, LLC	475	$2.14K	0.00%	−150−24.0%	Reduced
Fernwood Investment Management, LLC	481	$2.17K	0.00%	+481	New
Harbor Investment Advisory, LLC	491	$2.21K	0.00%	00.0%	Unchanged
Rothschild Investment LLC	500	$2.25K	0.00%	00.0%	Unchanged
City Holding Co	500	$2.25K	0.00%	00.0%	Unchanged
Optimum Investment Advisors	500	$2.25K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	500	$2.25K	0.00%	00.0%	Unchanged
Bullock Wealth Management Group	488	$2.26K	0.00%	+488	New