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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Archer Investment Corp | 531 | $2.39K | 0.00% | −2−0.4% | Reduced |
| Spectrum Wealth Counsel, LLC | 553 | $2.49K | 0.00% | +553 | New |
| Investors Research Corp | 560 | $2.52K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 600 | $2.70K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 600 | $2.70K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 600 | $2.70K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 610 | $2.75K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 523 | $2.83K | 0.00% | +523 | New |
| Gould Capital, LLC | 680 | $3.06K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 671 | $3.11K | 0.00% | +671 | New |
| Householder Group Estate & Retirement Specialist, LLC | 720 | $3.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 724 | $3.26K | 0.00% | +87+13.7% | Added |
| Huntington National Bank | 736 | $3.31K | 0.00% | −1,799−71.0% | Reduced |
| Bogart Wealth, LLC | 768 | $3.46K | 0.00% | +756+6,300.0% | Added |
| South State Corp. | 793 | $3.57K | 0.00% | −1,620−67.1% | Reduced |
| Cornerstone Planning Group LLC | 642 | $3.58K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 850 | $3.83K | 0.00% | +850 | New |
| Manchester Capital Management LLC | 852 | $3.83K | 0.00% | −9−1.0% | Reduced |
| WealthCollab, LLC | 870 | $3.92K | 0.00% | +870 | New |
| Cape Investment Advisory, Inc. | 885 | $3.98K | 0.00% | −113−11.3% | Reduced |
| NBC Securities, Inc. | 930 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 835 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 945 | $4.25K | 0.00% | +429+83.1% | Added |
| Creative Financial Designs Inc | 950 | $4.28K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $4.50K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,000 | $4.50K | 0.00% | +1,000 | New |
| Ancora Advisors, LLC | 1,099 | $4.95K | 0.00% | +410+59.5% | Added |
| Spotlight Asset Group, Inc. | 1,200 | $5.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,262 | $5.68K | 0.00% | +300+31.2% | Added |
| Umb Bank N A | 1,362 | $6.13K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,454 | $6.54K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,457 | $6.56K | 0.00% | −3,405−70.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,468 | $6.93K | 0.00% | +712+94.2% | Added |
| Hantz Financial Services, Inc. | 1,639 | $7.00K | 0.00% | −375−18.6% | Reduced |
| First PREMIER Bank | 1,500 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,615 | $7.27K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,650 | $7.42K | 0.00% | +641+63.5% | Added |
| Rakuten Securities, Inc. | 1,706 | $7.68K | 0.00% | −2,510−59.5% | Reduced |
| Farther Finance Advisors, LLC | 1,811 | $8.40K | 0.00% | −5,207−74.2% | Reduced |
| First Command Advisory Services, Inc. | 1,890 | $8.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,930 | $8.69K | 0.00% | +196+11.3% | Added |
| 1832 Asset Management L.P. | 2,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,000 | $9.00K | 0.00% | +1,000+100.0% | Added |
| FSA Wealth Management LLC | 2,000 | $9.00K | 0.00% | +1,700+566.7% | Added |
| Stephens Consulting, LLC | 2,082 | $9.37K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,181 | $9.81K | 0.00% | +1,200+122.3% | Added |
| Covestor Ltd | 2,235 | $10.0K | 0.01% | −471−17.4% | Reduced |
| Global X Japan Co., Ltd. | 2,330 | $10.5K | 0.00% | +670+40.4% | Added |
| Plante Moran Financial Advisors, LLC | 2,400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,229 | $11.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,500 | $11.3K | 0.00% | +2,000+400.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,589 | $11.4K | 0.00% | −6,466−71.4% | Reduced |
| Tyler-Stone Wealth Management | 2,624 | $11.8K | 0.01% | +900+52.2% | Added |
| Chilton Capital Management LLC | 2,718 | $12.2K | 0.00% | +2,718 | New |
| Global Retirement Partners, LLC | 3,095 | $13.9K | 0.00% | +790+34.3% | Added |
| BFSG, LLC | 3,450 | $15.5K | 0.00% | −200−5.5% | Reduced |
| Elequin Capital LP | 3,620 | $16.3K | 0.00% | +3,620 | New |
| JTC Employer Solutions Trusteee Ltd | 3,651 | $17.0K | 0.00% | +2,651+265.1% | Added |
| North Star Investment Management Corp. | 4,200 | $18.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,375 | $19.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,407 | $19.8K | 0.00% | +1,485+50.8% | Added |
| Principal Securities, Inc. | 4,846 | $21.8K | 0.00% | +196+4.2% | Added |
| Peoples Bank | 5,100 | $22.9K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 5,534 | $24.9K | 0.01% | +5,534 | New |
| IFP Advisors, Inc | 5,799 | $26.1K | 0.00% | −973−14.4% | Reduced |
| Traynor Capital Management, Inc. | 6,683 | $30.1K | 0.00% | +313+4.9% | Added |
| Lindbrook Capital, LLC | 7,179 | $32.3K | 0.00% | +1,655+30.0% | Added |
| Clear Point Advisors Inc. | 7,326 | $33.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7,450 | $33.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,081 | $36.0K | 0.00% | −4,578−36.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,400 | $42.3K | 0.02% | +6,875+272.3% | Added |
| Glen Eagle Advisors, LLC | 10,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 10,110 | $45.5K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 10,290 | $46.3K | 0.01% | +10,290 | New |
| Sound Income Strategies, LLC | 10,300 | $46.4K | 0.00% | +10,000+3,333.3% | Added |
| Keybank National Association | 10,485 | $47.2K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,555 | $47.5K | 0.00% | −22,211−67.8% | Reduced |
| Tidemark, LLC | 10,619 | $47.8K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,667 | $48.0K | 0.01% | −1,881−15.0% | Reduced |
| Captrust Financial Advisors | 10,939 | $49.2K | 0.00% | −4,680−30.0% | Reduced |
| PSI Advisors, LLC | 11,078 | $49.9K | 0.02% | +1,000+9.9% | Added |
| Perigon Wealth Management, LLC | 11,317 | $50.9K | 0.00% | +11,317 | New |
| Mercer Global Advisors Inc | 11,206 | $51.0K | 0.00% | −1,252−10.0% | Reduced |
| Bard Financial Services, Inc. | 11,500 | $51.8K | 0.01% | −3,875−25.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 11,511 | $51.8K | 0.01% | −50.0% | Reduced |
| Adams Asset Advisors, LLC | 11,554 | $52.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,657 | $52.5K | 0.00% | −1,763−13.1% | Reduced |
| Shell Asset Management Co | 12,644 | $53.0K | 0.00% | −115−0.9% | Reduced |
| Compagnie Lombard Odier SCmA | 11,854 | $53.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,933 | $53.7K | 0.00% | −4,375−26.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 12,042 | $54.0K | 0.00% | −21,148−63.7% | Reduced |
| Edge Wealth Management LLC | 12,000 | $54.0K | 0.01% | +12,000 | New |
| Veriti Management LLC | 12,075 | $54.3K | 0.00% | −2,396−16.6% | Reduced |
| GWM Advisors LLC | 12,494 | $56.2K | 0.00% | −14,866−54.3% | Reduced |
| Gladstone Institutional Advisory LLC | 13,218 | $59.5K | 0.00% | −400−2.9% | Reduced |
| First Affirmative Financial Network | 13,256 | $59.7K | 0.04% | +2,768+26.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,288 | $59.8K | 0.00% | +10+0.1% | Added |
| Advisory Services Network, LLC | 13,329 | $60.0K | 0.00% | −3,557−21.1% | Reduced |