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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 14,395 | $96.2K | 0.00% | −718−4.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,588 | $97.4K | 0.00% | +7,510+106.1% | Added |
| Northwestern Mutual Wealth Management Co | 14,607 | $97.6K | 0.00% | −145,301−90.9% | Reduced |
| Thrivent Financial for Lutherans | 14,820 | $99.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14,961 | $99.9K | 0.00% | +6,458+75.9% | Added |
| Valeo Financial Advisors, LLC | 15,170 | $101.3K | 0.00% | +12+0.1% | Added |
| Schechter Investment Advisors, LLC | 15,227 | $101.7K | 0.01% | +15,227 | New |
| Pinnacle Wealth Planning Services, Inc. | 15,269 | $102.0K | 0.01% | −11,028−41.9% | Reduced |
| Compagnie Lombard Odier SCmA | 15,354 | $102.6K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 15,398 | $102.9K | 0.06% | −56−0.4% | Reduced |
| Bank of Nova Scotia | 15,751 | $105.2K | 0.00% | −5,546−26.0% | Reduced |
| Independent Financial Group, LLC | 15,791 | $105.5K | 0.00% | −7,265−31.5% | Reduced |
| Verition Fund Management LLC | 16,503 | $110.2K | 0.00% | +16,503 | New |
| DeepCurrents Investment Group LLC | 16,503 | $110.2K | 0.00% | +16,503 | New |
| Resources Investment Advisors, LLC. | 16,769 | $112.0K | 0.00% | +188+1.1% | Added |
| Tradition Wealth Management, LLC | 16,811 | $112.3K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 16,817 | $112.3K | 0.02% | +6,558+63.9% | Added |
| Corebridge Financial, Inc. | 16,829 | $112.4K | 0.00% | −1,200−6.7% | Reduced |
| First Heartland Consultants, Inc. | 16,858 | $113.0K | 0.01% | −140−0.8% | Reduced |
| J. Safra Sarasin Holding AG | 17,094 | $114.2K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 17,603 | $117.6K | 0.02% | −750−4.1% | Reduced |
| First Affirmative Financial Network | 17,730 | $118.4K | 0.06% | +214+1.2% | Added |
| CI Private Wealth, LLC | 18,089 | $120.8K | 0.00% | −44,494−71.1% | Reduced |
| CIBC World Markets Inc. | 18,161 | $121.0K | 0.00% | −3,600−16.5% | Reduced |
| Bellecapital International Ltd. | 18,568 | $124.0K | 0.02% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 23,492 | $125.7K | 0.06% | +23,492 | New |
| MML Investors Services, LLC | 19,117 | $128.0K | 0.00% | −6,276−24.7% | Reduced |
| Atomi Financial Group, Inc. | 19,327 | $129.1K | 0.01% | +2,588+15.5% | Added |
| Hilltop Holdings Inc. | 19,445 | $129.9K | 0.01% | +19,445 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,586 | $130.8K | 0.00% | −700,681−97.3% | Reduced |
| Jump Financial, LLC | 19,626 | $131.1K | 0.00% | +19,626 | New |
| TD Waterhouse Canada Inc. | 18,501 | $132.0K | 0.00% | −650−3.4% | Reduced |
| Wedbush Securities Inc | 20,008 | $134.0K | 0.00% | −2,474−11.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 20,155 | $134.6K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 20,159 | $134.7K | 0.01% | +370+1.9% | Added |
| West Family Investments, Inc. | 20,694 | $138.2K | 0.05% | +20,694 | New |
| Steward Partners Investment Advisory, LLC | 20,833 | $139.2K | 0.00% | −450−2.1% | Reduced |
| DRW Securities, LLC | 20,932 | $139.8K | 0.01% | +20,932 | New |
| Flow Traders U.S. LLC | 21,052 | $141.0K | 0.01% | +21,052 | New |
| The PNC Financial Services Group, Inc. | 22,091 | $147.6K | 0.00% | −3,319−13.1% | Reduced |
| LJI Wealth Management, LLC | 22,250 | $148.6K | 0.03% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 22,409 | $149.7K | 0.03% | −17,568−43.9% | Reduced |
| Ausdal Financial Partners, Inc. | 23,565 | $157.4K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 23,727 | $158.0K | 0.00% | −672−2.8% | Reduced |
| Stifel Financial Corp | 23,728 | $158.5K | 0.00% | +1,476+6.6% | Added |
| We Are One Seven, LLC | 23,906 | $159.7K | 0.01% | +5,678+31.1% | Added |
| Ballentine Partners, LLC | 24,020 | $160.5K | 0.00% | +2,482+11.5% | Added |
| Panagora Asset Management Inc | 24,129 | $161.2K | 0.00% | −640−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 24,640 | $164.6K | 0.00% | −340−1.4% | Reduced |
| Scotia Capital Inc. | 25,072 | $167.5K | 0.00% | −3,167−11.2% | Reduced |
| Engineers Gate Manager LP | 25,258 | $168.7K | 0.00% | +5,083+25.2% | Added |
| Regions Financial Corp | 25,340 | $169.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 24,310 | $170.9K | 0.00% | −945−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 26,398 | $176.3K | 0.00% | +3,225+13.9% | Added |
| Cigna Investments Inc | 27,498 | $184.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 31,882 | $184.6K | 0.00% | +6,151+23.9% | Added |
| Sequoia Financial Advisors, LLC | 28,447 | $190.0K | 0.00% | −4,275−13.1% | Reduced |
| Electron Capital Partners, LLC | 29,266 | $195.5K | 0.01% | +334+1.2% | Added |
| Truist Financial Corp | 30,048 | $200.7K | 0.00% | +4,795+19.0% | Added |
| First Trust Investment Solutions L.P. | 30,144 | $201.4K | 0.02% | +144+0.5% | Added |
| Greenwich Wealth Management LLC | 30,727 | $205.0K | 0.01% | +1,700+5.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 31,051 | $207.0K | 0.01% | +27,400+750.5% | Added |
| Kestra Advisory Services, LLC | 31,141 | $208.0K | 0.00% | −17,303−35.7% | Reduced |
| FNY Investment Advisers, LLC | 32,134 | $214.0K | 0.10% | +32,134 | New |
| Guggenheim Capital LLC | 32,493 | $217.1K | 0.00% | −10,068−23.7% | Reduced |
| Marathon Trading Investment Management LLC | 32,770 | $218.9K | 0.10% | −32,000−49.4% | Reduced |
| Ethic Inc. | 48,248 | $221.5K | 0.01% | −75,717−61.1% | Reduced |
| Vident Advisory, LLC | 33,588 | $224.4K | 0.01% | −31,879−48.7% | Reduced |
| IPG Investment Advisors LLC | 34,434 | $230.0K | 0.05% | +1,777+5.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,927 | $233.3K | 0.00% | −1,229−3.4% | Reduced |
| Lido Advisors, LLC | 35,593 | $237.8K | 0.00% | +10,080+39.5% | Added |
| Quadrant Capital Group LLC | 35,748 | $238.8K | 0.02% | −2,133−5.6% | Reduced |
| GWM Advisors LLC | 36,034 | $240.7K | 0.00% | +22,802+172.3% | Added |
| WCG Wealth Advisors LLC | 36,541 | $244.0K | 0.02% | +36,541 | New |
| Prospera Financial Services Inc | 36,810 | $245.9K | 0.01% | −130−0.4% | Reduced |
| Insigneo Advisory Services, LLC | 38,464 | $256.9K | 0.03% | +1,349+3.6% | Added |
| Crossmark Global Holdings, Inc. | 39,357 | $263.0K | 0.00% | +235+0.6% | Added |
| Canal Insurance CO | 40,000 | $267.0K | 0.06% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 40,638 | $272.0K | 0.01% | −36,062−47.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 40,719 | $272.0K | 0.02% | −22,173−35.3% | Reduced |
| Avaii Wealth Management, LLC | 42,671 | $285.0K | 0.14% | +42,671 | New |
| Azzad Asset Management Inc | 42,760 | $285.6K | 0.03% | +42,760 | New |
| National Bank of Canada | 45,493 | $303.9K | 0.00% | +7,481+19.7% | Added |
| Prudential Financial Inc | 45,771 | $305.8K | 0.00% | +30,317+196.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 46,085 | $307.8K | 0.00% | +20,301+78.7% | Added |
| Price T Rowe Associates Inc | 46,600 | $312.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 48,604 | $324.7K | 0.01% | +7,014+16.9% | Added |
| Yousif Capital Management, LLC | 49,237 | $328.9K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 49,883 | $333.2K | 0.01% | +10,977+28.2% | Added |
| Jefferies Financial Group Inc. | 50,000 | $334.0K | 0.01% | +50,000 | New |
| Cerity Partners LLC | 50,154 | $335.0K | 0.00% | +35,859+250.8% | Added |
| Integrated Wealth Concepts LLC | 50,206 | $335.4K | 0.00% | +1,290+2.6% | Added |
| Intech Investment Management LLC | 50,572 | $337.8K | 0.00% | −3,875−7.1% | Reduced |
| Redwood Wealth Management Group, LLC | 51,702 | $345.4K | 0.17% | −2,650−4.9% | Reduced |
| Equitable Holdings, Inc. | 53,815 | $359.5K | 0.00% | +250+0.5% | Added |
| CTC LLC | 54,263 | $362.5K | 0.02% | −75,787−58.3% | Reduced |
| Garden State Investment Advisory Services LLC | 56,037 | $374.3K | 0.12% | +56,037 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,284 | $375.2K | 0.00% | −206,667−79.5% | Reduced |
| Calamos Advisors LLC | 56,190 | $375.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 56,497 | $377.4K | 0.00% | −2,000−3.4% | Reduced |