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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 10,939 | $49.2K | 0.00% | −4,680−30.0% | Reduced |
| PDS Planning, Inc | 10,667 | $48.0K | 0.01% | −1,881−15.0% | Reduced |
| Tidemark, LLC | 10,619 | $47.8K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,555 | $47.5K | 0.00% | −22,211−67.8% | Reduced |
| Keybank National Association | 10,485 | $47.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10,300 | $46.4K | 0.00% | +10,000+3,333.3% | Added |
| BSW Wealth Partners | 10,290 | $46.3K | 0.01% | +10,290 | New |
| Calton & Associates, Inc. | 10,110 | $45.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9,400 | $42.3K | 0.02% | +6,875+272.3% | Added |
| Acadian Asset Management LLC | 8,081 | $36.0K | 0.00% | −4,578−36.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,450 | $33.5K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 7,326 | $33.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,179 | $32.3K | 0.00% | +1,655+30.0% | Added |
| Traynor Capital Management, Inc. | 6,683 | $30.1K | 0.00% | +313+4.9% | Added |
| IFP Advisors, Inc | 5,799 | $26.1K | 0.00% | −973−14.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,534 | $24.9K | 0.01% | +5,534 | New |
| Peoples Bank | 5,100 | $22.9K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,846 | $21.8K | 0.00% | +196+4.2% | Added |
| Allworth Financial LP | 4,407 | $19.8K | 0.00% | +1,485+50.8% | Added |
| New York State Common Retirement Fund | 4,375 | $19.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,200 | $18.9K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,651 | $17.0K | 0.00% | +2,651+265.1% | Added |
| Elequin Capital LP | 3,620 | $16.3K | 0.00% | +3,620 | New |
| BFSG, LLC | 3,450 | $15.5K | 0.00% | −200−5.5% | Reduced |
| Global Retirement Partners, LLC | 3,095 | $13.9K | 0.00% | +790+34.3% | Added |
| Chilton Capital Management LLC | 2,718 | $12.2K | 0.00% | +2,718 | New |
| Tyler-Stone Wealth Management | 2,624 | $11.8K | 0.01% | +900+52.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,589 | $11.4K | 0.00% | −6,466−71.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,500 | $11.3K | 0.00% | +2,000+400.0% | Added |
| Sachetta, LLC | 1,229 | $11.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 2,330 | $10.5K | 0.00% | +670+40.4% | Added |
| Covestor Ltd | 2,235 | $10.0K | 0.01% | −471−17.4% | Reduced |
| Proequities, Inc. | 2,181 | $9.81K | 0.00% | +1,200+122.3% | Added |
| Stephens Consulting, LLC | 2,082 | $9.37K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 1,930 | $8.69K | 0.00% | +196+11.3% | Added |
| First Command Advisory Services, Inc. | 1,890 | $8.51K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,811 | $8.40K | 0.00% | −5,207−74.2% | Reduced |
| Rakuten Securities, Inc. | 1,706 | $7.68K | 0.00% | −2,510−59.5% | Reduced |
| Geneos Wealth Management Inc. | 1,650 | $7.42K | 0.00% | +641+63.5% | Added |
| HHM Wealth Advisors, LLC | 1,615 | $7.27K | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 1,468 | $6.93K | 0.00% | +712+94.2% | Added |
| Spire Wealth Management | 1,457 | $6.56K | 0.00% | −3,405−70.0% | Reduced |
| Activest Wealth Management | 1,454 | $6.54K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,362 | $6.13K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,262 | $5.68K | 0.00% | +300+31.2% | Added |
| Spotlight Asset Group, Inc. | 1,200 | $5.40K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,099 | $4.95K | 0.00% | +410+59.5% | Added |
| 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 |
| Creative Financial Designs Inc | 950 | $4.28K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 945 | $4.25K | 0.00% | +429+83.1% | Added |
| NBC Securities, Inc. | 930 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 835 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 885 | $3.98K | 0.00% | −113−11.3% | Reduced |
| WealthCollab, LLC | 870 | $3.92K | 0.00% | +870 | New |
| Manchester Capital Management LLC | 852 | $3.83K | 0.00% | −9−1.0% | Reduced |
| BNP Paribas | 850 | $3.83K | 0.00% | +850 | New |
| Cornerstone Planning Group LLC | 642 | $3.58K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 793 | $3.57K | 0.00% | −1,620−67.1% | Reduced |
| Bogart Wealth, LLC | 768 | $3.46K | 0.00% | +756+6,300.0% | Added |
| Huntington National Bank | 736 | $3.31K | 0.00% | −1,799−71.0% | Reduced |
| JFS Wealth Advisors, LLC | 724 | $3.26K | 0.00% | +87+13.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 720 | $3.24K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 671 | $3.11K | 0.00% | +671 | New |
| Gould Capital, LLC | 680 | $3.06K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 523 | $2.83K | 0.00% | +523 | New |
| Evermay Wealth Management LLC | 610 | $2.75K | 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 |
| Investors Research Corp | 560 | $2.52K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 553 | $2.49K | 0.00% | +553 | New |
| Archer Investment Corp | 531 | $2.39K | 0.00% | −2−0.4% | Reduced |
| Bullock Wealth Management Group | 488 | $2.26K | 0.00% | +488 | New |
| 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 |
| Harbor Investment Advisory, LLC | 491 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 481 | $2.17K | 0.00% | +481 | New |
| ICA Group Wealth Management, LLC | 475 | $2.14K | 0.00% | −150−24.0% | Reduced |
| CoreCap Advisors, LLC | 456 | $2.05K | 0.00% | +456 | New |
| MeadowBrook Investment Advisors LLC | 451 | $2.03K | 0.00% | 00.0% | Unchanged |
| City State Bank | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 425 | $2.00K | 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 |
| Beaird Harris Wealth Management, LLC | 395 | $1.78K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 385 | $1.73K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 355 | $1.60K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 340 | $1.53K | 0.00% | 00.0% | Unchanged |