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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City Holding Co | 500 | $2.08K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $2.08K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 500 | $2.08K | 0.00% | +500 | New |
| Bullock Wealth Management Group | 478 | $2.12K | 0.00% | −10−2.0% | Reduced |
| Clearstead Advisors, LLC | 523 | $2.18K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 531 | $2.21K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 553 | $2.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 569 | $2.37K | 0.00% | −155−21.4% | Reduced |
| Cape Investment Advisory, Inc. | 584 | $2.43K | 0.00% | −301−34.0% | Reduced |
| First Horizon Advisors, Inc. | 600 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 642 | $2.50K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 610 | $2.54K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 668 | $2.78K | 0.00% | −12−1.8% | Reduced |
| NBC Securities, Inc. | 930 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 749 | $3.12K | 0.00% | −350−31.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 800 | $3.33K | 0.00% | +300+60.0% | Added |
| Asset Dedication, LLC | 835 | $3.47K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 870 | $3.62K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 900 | $3.74K | 0.00% | +164+22.3% | Added |
| CoreCap Advisors, LLC | 935 | $3.89K | 0.00% | +479+105.0% | Added |
| Creative Financial Designs Inc | 950 | $3.95K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 960 | $3.99K | 0.00% | −970−50.3% | Reduced |
| CIBC Private Wealth Group, LLC | 902 | $4.02K | 0.00% | +231+34.4% | Added |
| Trust Co of Vermont | 1,000 | $4.16K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,000 | $4.16K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,009 | $4.20K | 0.00% | −641−38.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,188 | $4.94K | 0.00% | +1,188 | New |
| Spotlight Asset Group, Inc. | 1,200 | $4.99K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,214 | $5.05K | 0.00% | −4,585−79.1% | Reduced |
| Wolff Wiese Magana LLC | 1,262 | $5.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,200 | $5.30K | 0.00% | −29−2.4% | Reduced |
| Jones Financial Companies LLLP | 1,334 | $5.55K | 0.00% | +1,234+1,234.0% | Added |
| Umb Bank N A | 1,362 | $5.67K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,392 | $5.79K | 0.00% | +1,392 | New |
| Hantz Financial Services, Inc. | 1,402 | $6.00K | 0.00% | −237−14.5% | Reduced |
| First PREMIER Bank | 1,500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,454 | $6.05K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,615 | $6.72K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,572 | $6.98K | 0.00% | +104+7.1% | Added |
| Rakuten Securities, Inc. | 1,687 | $7.02K | 0.00% | −19−1.1% | Reduced |
| First Command Advisory Services, Inc. | 1,890 | $7.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,000 | $8.32K | 0.00% | −400−16.7% | Reduced |
| 1832 Asset Management L.P. | 2,000 | $8.32K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2,000 | $8.32K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2,000 | $8.32K | 0.00% | +2,000 | New |
| Stephens Consulting, LLC | 2,082 | $8.66K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,193 | $9.12K | 0.00% | −2,653−54.7% | Reduced |
| Global X Japan Co., Ltd. | 2,330 | $9.69K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,381 | $9.90K | 0.00% | +200+9.2% | Added |
| Farther Finance Advisors, LLC | 2,286 | $10.2K | 0.00% | +475+26.2% | Added |
| GPS Wealth Strategies Group, LLC | 2,500 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,624 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,495 | $11.2K | 0.00% | +2,243+890.1% | Added |
| Covestor Ltd | 2,984 | $12.0K | 0.01% | +749+33.5% | Added |
| Global Retirement Partners, LLC | 3,086 | $12.8K | 0.00% | −9−0.3% | Reduced |
| BFSG, LLC | 3,275 | $13.6K | 0.00% | −175−5.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,651 | $15.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,254 | $17.7K | 0.00% | +4,254 | New |
| New York State Common Retirement Fund | 4,775 | $19.9K | 0.00% | +400+9.1% | Added |
| Spire Wealth Management | 4,797 | $20.0K | 0.00% | +3,340+229.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,832 | $20.1K | 0.00% | −702−12.7% | Reduced |
| Peoples Bank | 5,100 | $21.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 5,320 | $23.7K | 0.00% | +913+20.7% | Added |
| Ridgewood Investments LLC | 6,125 | $25.5K | 0.01% | +6,125 | New |
| Lindbrook Capital, LLC | 6,522 | $27.1K | 0.00% | −657−9.2% | Reduced |
| Traynor Capital Management, Inc. | 6,734 | $28.0K | 0.00% | +51+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,078 | $29.4K | 0.00% | +6,133+649.0% | Added |
| Clear Point Advisors Inc. | 7,326 | $30.5K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7,450 | $31.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,503 | $35.4K | 0.00% | −5,343−38.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,400 | $39.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,000 | $41.6K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 10,010 | $41.6K | 0.02% | −100−1.0% | Reduced |
| BSW Wealth Partners | 10,259 | $42.7K | 0.01% | −31−0.3% | Reduced |
| Sound Income Strategies, LLC | 10,300 | $42.8K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 10,508 | $43.7K | 0.00% | −4,502−30.0% | Reduced |
| Tidemark, LLC | 10,569 | $44.0K | 0.02% | −50−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 10,633 | $44.2K | 0.00% | −49,075−82.2% | Reduced |
| Mercer Global Advisors Inc | 10,721 | $44.6K | 0.00% | −485−4.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,728 | $45.0K | 0.00% | +10,728 | New |
| IHT Wealth Management, LLC | 10,947 | $45.5K | 0.00% | −710−6.1% | Reduced |
| PSI Advisors, LLC | 11,078 | $46.1K | 0.01% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 11,359 | $47.3K | 0.01% | −3,595−24.0% | Reduced |
| Bard Financial Services, Inc. | 11,500 | $47.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 11,511 | $47.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,512 | $47.9K | 0.00% | +75+0.7% | Added |
| Eqis Capital Management, Inc. | 11,577 | $48.2K | 0.00% | +11,577 | New |
| Baader Bank INC | 12,853 | $48.2K | 0.00% | +12,853 | New |
| Stratos Wealth Partners, LTD. | 11,633 | $48.4K | 0.00% | −7,410−38.9% | Reduced |
| Advisory Services Network, LLC | 12,603 | $52.4K | 0.00% | −726−5.4% | Reduced |
| Ieq Capital, LLC | 12,631 | $52.5K | 0.00% | +12,631 | New |
| MAI Capital Management | 12,767 | $53.1K | 0.00% | −2,641−17.1% | Reduced |
| Perigon Wealth Management, LLC | 12,814 | $53.3K | 0.00% | +1,497+13.2% | Added |
| Bokf, NA | 13,006 | $54.1K | 0.00% | −15−0.1% | Reduced |
| Gainplan LLC | 13,055 | $54.3K | 0.03% | −2,790−17.6% | Reduced |
| Gladstone Institutional Advisory LLC | 13,058 | $54.3K | 0.00% | −160−1.2% | Reduced |
| Franklin Resources Inc | 13,192 | $54.9K | 0.00% | +13,192 | New |
| X-Square Capital, LLC | 13,240 | $55.0K | 0.03% | 00.0% | Unchanged |