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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2,769 | $19.0K | 0.01% | −215−7.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,749 | $18.4K | 0.00% | +2,749 | New |
| Nomura Asset Management Co Ltd | 2,600 | $17.4K | 0.00% | −166,400−98.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,500 | $16.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 3,200 | $16.0K | 0.00% | +3,200 | New |
| Principal Securities, Inc. | 2,346 | $15.7K | 0.00% | +153+7.0% | Added |
| 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 |
| Capital Advisors, Ltd. LLC | 2,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,890 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,605 | $10.8K | 0.00% | +110+4.4% | Added |
| HHM Wealth Advisors, LLC | 1,615 | $10.8K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 1,500 | $10.0K | 0.00% | +1,500 | New |
| 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 |
| Activest Wealth Management | 1,454 | $9.71K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,392 | $9.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,262 | $8.43K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,245 | $8.32K | 0.00% | −1,136−47.7% | Reduced |
| Sachetta, LLC | 1,200 | $8.02K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,188 | $7.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,095 | $7.32K | 0.00% | +526+92.4% | Added |
| EverSource Wealth Advisors, LLC | 1,061 | $7.09K | 0.00% | −511−32.5% | Reduced |
| American Capital Advisory, LLC | 1,029 | $6.87K | 0.00% | +1,000+3,448.3% | Added |
| Sterling Capital Management LLC | 1,000 | $6.68K | 0.00% | +1,000 | New |
| AdvisorNet Financial, Inc | 986 | $6.59K | 0.00% | +26+2.7% | Added |
| Creative Financial Designs Inc | 950 | $6.35K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 900 | $6.01K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 930 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 835 | $5.58K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 800 | $5.34K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 749 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 722 | $4.82K | 0.00% | −492−40.5% | Reduced |
| Geneos Wealth Management Inc. | 683 | $4.56K | 0.00% | −326−32.3% | Reduced |
| GeoWealth Management, LLC | 663 | $4.43K | 0.00% | +663 | New |
| Godsey & Gibb Associates | 650 | $4.34K | 0.00% | +650 | New |
| Cornerstone Planning Group LLC | 742 | $4.16K | 0.00% | +100+15.6% | Added |
| Evermay Wealth Management LLC | 610 | $4.08K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 606 | $4.05K | 0.00% | −4−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 602 | $4.02K | 0.00% | −300−33.3% | Reduced |
| First Horizon Advisors, Inc. | 600 | $4.01K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 584 | $3.90K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 555 | $3.71K | 0.00% | −1,132−67.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 553 | $3.69K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 550 | $3.67K | 0.00% | −812−59.6% | Reduced |
| Archer Investment Corp | 531 | $3.55K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 523 | $3.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 504 | $3.37K | 0.00% | +218+76.2% | Added |
| Bullock Wealth Management Group | 478 | $3.36K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 500 | $3.34K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 500 | $3.34K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $3.34K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 500 | $3.34K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 451 | $3.01K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 550 | $3.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 410 | $2.74K | 0.00% | +60+17.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 400 | $2.67K | 0.00% | −90−18.4% | Reduced |
| City State Bank | 400 | $2.67K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 385 | $2.57K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 357 | $2.38K | 0.00% | +275+335.4% | Added |
| Center for Financial Planning, Inc. | 355 | $2.37K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 340 | $2.27K | 0.00% | −595−63.6% | Reduced |
| Harbor Investment Advisory, LLC | 301 | $2.01K | 0.00% | −190−38.7% | Reduced |
| Aspect Partners, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 409 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 306 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $1.67K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $1.67K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 250 | $1.67K | 0.00% | +250 | New |
| Heritage Wealth Advisors | 243 | $1.62K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 237 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 212 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 212 | $1.42K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $1.34K | 0.00% | −100−33.3% | Reduced |
| Hollencrest Capital Management | 200 | $1.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 200 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $1.34K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 200 | $1.34K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 190 | $1.27K | 0.00% | +190 | New |
| Carolinas Wealth Consulting LLC | 177 | $1.18K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 175 | $1.17K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 160 | $1.07K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 156 | $1.04K | 0.00% | +156 | New |
| Bell Investment Advisors, Inc | 155 | $1.04K | 0.00% | +140+933.3% | Added |
| BNP Paribas | 150 | $1.00K | 0.00% | −300−66.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 224 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 150 | $1.00K | 0.00% | +150 | New |
| Darwin Advisors, LLC | 135 | $902 | 0.00% | +135 | New |
| New England Capital Financial Advisors LLC | 132 | $881 | 0.00% | +126+2,100.0% | Added |
| Carmichael Hill & Associates, Inc. | 125 | $835 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 123 | $822 | 0.00% | +73+146.0% | Added |
| Weiss Asset Management LP | 115 | $768 | 0.00% | +115 | New |
| Planning Capital Management Corp | 113 | $755 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 107 | $715 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 150 | $692 | 0.00% | +150 | New |
| Legacy Wealth Managment, LLC | 150 | $692 | 0.00% | +150 | New |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $668 | 0.00% | 00.0% | Unchanged |