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Livermore
Livermore
ZHEN

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, Q2 2024

Institutional positions in NIO Inc. as of Jun 30, 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
475
0 vs. Q1 2024
Shares held
274.3M
−51.3M (−15.8%) vs. Q1 2024
Total value
$1.14B
−$332.6M (−22.6%) vs. Q1 2024
New holders
53
136 more added
Sold out
53
141 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 475 institutions
Q1 2021: 586 institutionsQ2 2021: 661 institutionsQ3 2021: 580 institutionsQ4 2021: 607 institutionsQ1 2022: 529 institutionsQ2 2022: 545 institutionsQ3 2022: 504 institutionsQ4 2022: 519 institutionsQ1 2023: 496 institutionsQ2 2023: 484 institutionsQ3 2023: 477 institutionsQ4 2023: 501 institutionsQ1 2024: 482 institutionsQ2 2024: 475 institutionsQ3 2024: 442 institutionsQ4 2024: 431 institutionsQ1 2025: 414 institutionsQ2 2025: 385 institutionsQ3 2025: 411 institutionsQ4 2025: 437 institutionsQ1 2026: 434 institutionsQ2 2026: 423 institutions
Value heldQ2 2024: $1.14B
Q1 2021: $18.2BQ2 2021: $25.4BQ3 2021: $17.3BQ4 2021: $17.2BQ1 2022: $11.3BQ2 2022: $11.8BQ3 2022: $8.15BQ4 2022: $5.07BQ1 2023: $5.19BQ2 2023: $4.82BQ3 2023: $3.86BQ4 2023: $3.77BQ1 2024: $1.49BQ2 2024: $1.14BQ3 2024: $1.19BQ4 2024: $774.7MQ1 2025: $843.7MQ2 2025: $573.1MQ3 2025: $2.45BQ4 2025: $1.62BQ1 2026: $1.68BQ2 2026: $1.38B
Institutions holding NIO and their total value by quarter
QuarterHoldersValue
Q2 2026423$1.38B
Q1 2026434$1.68B
Q4 2025437$1.62B
Q3 2025411$2.45B
Q2 2025385$573.1M
Q1 2025414$843.7M
Q4 2024431$774.7M
Q3 2024442$1.19B
Q2 2024475$1.14B
Q1 2024482$1.49B
Q4 2023501$3.77B
Q3 2023477$3.86B
Q2 2023484$4.82B
Q1 2023496$5.19B
Q4 2022519$5.07B
Q3 2022504$8.15B
Q2 2022545$11.8B
Q1 2022529$11.3B
Q4 2021607$17.2B
Q3 2021580$17.3B
Q2 2021661$25.4B
Q1 2021586$18.2B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q1 2024.

Institutions holding NIO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc22$00.00%00.0%Unchanged
Financial Management Professionals, Inc.100$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Coston, McIsaac & Partners115$00.00%00.0%Unchanged
Concord Wealth Partners3$120.00%00.0%Unchanged
VisionPoint Advisory Group, LLC5$210.00%00.0%Unchanged
Iron Horse Wealth Management, LLC5$210.00%00.0%Unchanged
Frazier Financial Advisors, LLC5$210.00%00.0%Unchanged
New England Capital Financial Advisors LLC6$240.00%00.0%Unchanged
Toronto Dominion Bank8$330.00%00.0%Unchanged
Camelot Portfolios, LLC8$330.00%+8New
Laurel Wealth Advisors LLC9$380.00%00.0%Unchanged
Colonial Trust Advisors10$420.00%00.0%Unchanged
Hexagon Capital Partners LLC10$420.00%00.0%Unchanged
CGC Financial Services, LLC10$420.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.10$420.00%+10New
Bear Mountain Capital, Inc.10$490.00%00.0%Unchanged
Baldwin Brothers Inc12$500.00%+12New
Institutional & Family Asset Management, LLC15$620.00%00.0%Unchanged
Abich Financial Wealth Management LLC15$620.00%00.0%Unchanged
Bell Investment Advisors, Inc15$630.00%00.0%Unchanged
SJS Investment Consulting Inc.20$840.00%00.0%Unchanged
McIlrath & Eck, LLC25$1040.00%−53−67.9%Reduced
WR Wealth Planners, LLC25$1040.00%00.0%Unchanged
Caitlin John, LLC25$1040.00%+25New
Financial Perspectives, Inc29$1210.00%−1−3.3%Reduced
Pacifica Partners Inc.25$1220.00%00.0%Unchanged
Creekmur Asset Management LLC33$1370.00%+33New
Highline Wealth Partners LLC45$1870.00%+45New
Tucker Asset Management LLC46$1910.00%00.0%Unchanged
Abound Wealth Management49$2040.00%+18+58.1%Added
Thompson Investment Management, Inc.50$2080.00%00.0%Unchanged
Gradient Investments LLC50$2080.00%00.0%Unchanged
Sunbelt Securities, Inc.50$2080.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.50$2080.00%00.0%Unchanged
Cypress Capital, LLC50$2080.00%+50New
American Capital Advisory, LLC29$2640.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC65$2700.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC67$2790.00%00.0%Unchanged
Tradewinds Capital Management, LLC82$3420.00%00.0%Unchanged
Tortoise Investment Management, LLC86$3580.00%00.0%Unchanged
RFP Financial Group LLC90$3740.00%00.0%Unchanged
Central Trust Co100$4160.00%00.0%Unchanged
St Germain D J Co Inc100$4160.00%00.0%Unchanged
GHP Investment Advisors, Inc.100$4160.00%00.0%Unchanged
Sandy Spring Bank100$4160.00%00.0%Unchanged
AllSquare Wealth Management LLC100$4160.00%00.0%Unchanged
Providence Capital Advisors, LLC100$4160.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc100$4160.00%00.0%Unchanged
LRI Investments, LLC100$4160.00%00.0%Unchanged
Salem Investment Counselors Inc100$4160.00%+100New
Naples Money Management LLC100$4440.00%00.0%Unchanged
Raffa Wealth Management, LLC107$4450.00%+81+311.5%Added
Koesten, Hirschmann & Crabtree, INC.100$4500.00%00.0%Unchanged
Planning Capital Management Corp113$4710.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC116$4830.00%+116New
Optiver Holding B.V.117$4870.00%+117New
Carmichael Hill & Associates, Inc.125$5200.00%00.0%Unchanged
Continuum Advisory, LLC137$5700.00%00.0%Unchanged
Mather Group, LLC.128$5760.00%+128New
Studio Investment Management LLC140$5820.00%+140New
Scarborough Advisors, LLC143$5950.00%00.0%Unchanged
Investors Research Corp160$6660.00%−400−71.4%Reduced
Atwood & Palmer Inc175$7280.00%00.0%Unchanged
Carolinas Wealth Consulting LLC177$7370.00%00.0%Unchanged
Hollencrest Capital Management200$8320.00%00.0%Unchanged
Parkside Financial Bank & Trust200$8320.00%00.0%Unchanged
Sittner & Nelson, LLC200$8320.00%00.0%Unchanged
Voisard Asset Management Group, Inc.200$8320.00%00.0%Unchanged
Bogart Wealth, LLC212$8820.00%−556−72.4%Reduced
Cedar Mountain Advisors, LLC212$8820.00%00.0%Unchanged
Kelly Financial Services LLC233$9690.00%00.0%Unchanged
Brown Brothers Harriman & Co237$9860.00%00.0%Unchanged
Cedar Wealth Management, LLC240$9980.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA200$1.00K0.00%00.0%Unchanged
Close Asset Management Ltd224$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC306$1.00K0.00%+100+48.5%Added
Lazard Asset Management LLC409$1.00K0.00%+409New
Heritage Wealth Advisors243$1.01K0.00%00.0%Unchanged
Princeton Global Asset Management LLC250$1.04K0.00%00.0%Unchanged
Mechanics Financial Corp250$1.04K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC275$1.14K0.00%−200−42.1%Reduced
Larson Financial Group LLC286$1.19K0.00%−314−52.3%Reduced
Aspect Partners, LLC300$1.25K0.00%00.0%Unchanged
Main Street Group, LTD300$1.33K0.00%00.0%Unchanged
Your Advocates Ltd., LLP340$1.41K0.00%00.0%Unchanged
Center for Financial Planning, Inc.355$1.48K0.00%00.0%Unchanged
ORG Partners LLC350$1.55K0.00%+300+600.0%Added
Johnson Financial Group, Inc.385$1.60K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC395$1.64K0.00%00.0%Unchanged
City State Bank400$1.66K0.00%00.0%Unchanged
BNP Paribas450$1.87K0.00%−400−47.1%Reduced
MeadowBrook Investment Advisors LLC451$1.88K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC429$1.93K0.00%+429New
Householder Group Estate & Retirement Specialist, LLC550$2.00K0.00%−170−23.6%Reduced
Strengthening Families & Communities, LLC610$2.00K0.00%+185+43.5%Added
Oliver Lagore Vanvalin Investment Group490$2.04K0.00%+90+22.5%Added
Harbor Investment Advisory, LLC491$2.04K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.500$2.08K0.00%−100−16.7%Reduced
Rothschild Investment LLC500$2.08K0.00%00.0%Unchanged