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, Q3 2024
Institutional positions in NIO Inc. as of Sep 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
- 442
- −29 vs. Q2 2024
- Shares held
- 178.2M
- −35.7M (−16.7%) vs. Q2 2024
- Total value
- $1.19B
- +$297.2M (+33.4%) vs. Q2 2024
- New holders
- 57
- 117 more added
- Sold out
- 86
- 140 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 602 | $4.02K | 0.00% | −300−33.3% | Reduced |
| Strengthening Families & Communities, LLC | 606 | $4.05K | 0.00% | −4−0.7% | Reduced |
| Evermay Wealth Management LLC | 610 | $4.08K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 742 | $4.16K | 0.00% | +100+15.6% | Added |
| Godsey & Gibb Associates | 650 | $4.34K | 0.00% | +650 | New |
| GeoWealth Management, LLC | 663 | $4.43K | 0.00% | +663 | New |
| Geneos Wealth Management Inc. | 683 | $4.56K | 0.00% | −326−32.3% | Reduced |
| IFP Advisors, Inc | 722 | $4.82K | 0.00% | −492−40.5% | Reduced |
| Ancora Advisors, LLC | 749 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 800 | $5.34K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 835 | $5.58K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 930 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 900 | $6.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 950 | $6.35K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 986 | $6.59K | 0.00% | +26+2.7% | Added |
| Sterling Capital Management LLC | 1,000 | $6.68K | 0.00% | +1,000 | New |
| American Capital Advisory, LLC | 1,029 | $6.87K | 0.00% | +1,000+3,448.3% | Added |
| EverSource Wealth Advisors, LLC | 1,061 | $7.09K | 0.00% | −511−32.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,095 | $7.32K | 0.00% | +526+92.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,188 | $7.93K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,200 | $8.02K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,245 | $8.32K | 0.00% | −1,136−47.7% | Reduced |
| Wolff Wiese Magana LLC | 1,262 | $8.43K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,392 | $9.08K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,454 | $9.71K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,452 | $10.0K | 0.00% | +50+3.6% | Added |
| First PREMIER Bank | 1,500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 1,500 | $10.0K | 0.00% | +1,500 | New |
| HHM Wealth Advisors, LLC | 1,615 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,605 | $10.8K | 0.00% | +110+4.4% | Added |
| First Command Advisory Services, Inc. | 1,890 | $12.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,000 | $13.4K | 0.00% | −82−3.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2,000 | $13.4K | 0.01% | +2,000 | New |
| Principal Securities, Inc. | 2,346 | $15.7K | 0.00% | +153+7.0% | Added |
| Hemington Wealth Management | 3,200 | $16.0K | 0.00% | +3,200 | New |
| GPS Wealth Strategies Group, LLC | 2,500 | $16.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,600 | $17.4K | 0.00% | −166,400−98.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,749 | $18.4K | 0.00% | +2,749 | New |
| Covestor Ltd | 2,769 | $19.0K | 0.01% | −215−7.2% | Reduced |
| Trust Co of Vermont | 3,000 | $20.0K | 0.00% | +2,000+200.0% | Added |
| Global Retirement Partners, LLC | 3,071 | $20.5K | 0.00% | −15−0.5% | Reduced |
| Jones Financial Companies LLLP | 3,287 | $21.4K | 0.00% | +1,953+146.4% | Added |
| BFSG, LLC | 3,275 | $21.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,409 | $22.8K | 0.00% | +1,123+49.1% | Added |
| Elequin Capital LP | 3,585 | $23.9K | 0.00% | +3,585 | New |
| Global X Japan Co., Ltd. | 3,644 | $24.3K | 0.00% | +1,314+56.4% | Added |
| North Star Investment Management Corp. | 4,200 | $28.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,763 | $31.8K | 0.00% | +4,763 | New |
| Spire Wealth Management | 4,798 | $32.1K | 0.00% | +10.0% | Added |
| Peoples Bank | 5,100 | $34.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,722 | $38.2K | 0.00% | −800−12.3% | Reduced |
| Ridgewood Investments LLC | 6,125 | $40.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 6,130 | $40.9K | 0.00% | +810+15.2% | Added |
| Newbridge Financial Services Group, Inc. | 6,900 | $46.1K | 0.02% | −2,500−26.6% | Reduced |
| Clear Point Advisors Inc. | 7,326 | $48.9K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 7,450 | $49.8K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 7,535 | $50.3K | 0.00% | −267,252−97.3% | Reduced |
| Advisory Services Network, LLC | 12,603 | $52.4K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 7,896 | $53.0K | 0.03% | −1,081,675−99.3% | Reduced |
| Gainplan LLC | 13,055 | $54.3K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 10,123 | $58.8K | 0.01% | +10,123 | New |
| Capstone Investment Advisors, LLC | 9,609 | $64.2K | 0.00% | +9,609 | New |
| Glen Eagle Advisors, LLC | 10,000 | $66.8K | 0.01% | 00.0% | Unchanged |
| X-Square Capital, LLC | 10,152 | $68.0K | 0.03% | −3,088−23.3% | Reduced |
| Sound Income Strategies, LLC | 10,200 | $68.1K | 0.00% | −100−1.0% | Reduced |
| Fountainhead AM, LLC | 10,354 | $69.2K | 0.01% | −1,005−8.8% | Reduced |
| Eqis Capital Management, Inc. | 10,433 | $69.7K | 0.01% | −1,144−9.9% | Reduced |
| Calton & Associates, Inc. | 10,549 | $70.5K | 0.03% | +539+5.4% | Added |
| Tidemark, LLC | 10,569 | $70.6K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,767 | $71.9K | 0.00% | +10,767 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,728 | $72.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,965 | $73.2K | 0.00% | +10,965 | New |
| Ameritas Advisory Services, LLC | 11,004 | $73.5K | 0.00% | −508−4.4% | Reduced |
| PSI Advisors, LLC | 11,078 | $74.0K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,122 | $74.3K | 0.00% | −2,545−18.6% | Reduced |
| Veriti Management LLC | 11,327 | $75.7K | 0.00% | +11,327 | New |
| Parallax Volatility Advisers, L.P. | 11,357 | $75.9K | 0.00% | +11,357 | New |
| Bard Financial Services, Inc. | 11,500 | $76.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 11,511 | $76.9K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,625 | $77.7K | 0.00% | −35,786−75.5% | Reduced |
| Apollon Wealth Management, LLC | 11,745 | $78.5K | 0.00% | +11,745 | New |
| Franklin Resources Inc | 13,698 | $79.3K | 0.00% | +506+3.8% | Added |
| Perigon Wealth Management, LLC | 11,902 | $79.5K | 0.00% | −912−7.1% | Reduced |
| Traynor Capital Management, Inc. | 12,208 | $81.6K | 0.01% | +5,474+81.3% | Added |
| National Asset Management, Inc. | 12,378 | $82.8K | 0.00% | −16,626−57.3% | Reduced |
| Napatree Capital LLC | 12,425 | $83.0K | 0.06% | +12,425 | New |
| 49 Wealth Management, LLC | 12,456 | $83.2K | 0.01% | −1,505−10.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,750 | $85.2K | 0.00% | −528−4.0% | Reduced |
| MAI Capital Management | 12,767 | $85.3K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,956 | $86.5K | 0.00% | +1,323+11.4% | Added |
| Gladstone Institutional Advisory LLC | 13,072 | $87.3K | 0.00% | +14+0.1% | Added |
| Cantor Fitzgerald, L. P. | 13,089 | $87.4K | 0.01% | +13,089 | New |
| Nomura Holdings Inc | 13,316 | $89.0K | 0.00% | −229,641−94.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 13,702 | $91.0K | 0.00% | −991−6.7% | Reduced |
| Sivia Capital Partners, LLC | 13,707 | $91.6K | 0.05% | +13,707 | New |
| Mercer Global Advisors Inc | 13,139 | $92.4K | 0.00% | +2,418+22.6% | Added |
| Gordian Capital Singapore Pte Ltd | 13,840 | $92.5K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,854 | $92.5K | 0.00% | −1,157−7.7% | Reduced |