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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, Q4 2024

Institutional positions in NIO Inc. as of Dec 31, 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
431
−4 vs. Q3 2024
Shares held
177.6M
+276.4K (+0.2%) vs. Q3 2024
Total value
$774.7M
−$406.8M (−34.4%) vs. Q3 2024
New holders
79
95 more added
Sold out
83
151 more reduced

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 431 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 heldQ4 2024: $774.7M
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, Q4 2024

Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q3 2024.

Institutions holding NIO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc22$00.00%00.0%Unchanged
Roble, Belko & Company, Inc5$00.00%00.0%Unchanged
Coston, McIsaac & Partners115$00.00%00.0%Unchanged
Nova Wealth Management, Inc.1$30.00%+1New
Evermay Wealth Management LLC1$50.00%−609−99.8%Reduced
Concord Wealth Partners3$130.00%00.0%Unchanged
Frazier Financial Advisors, LLC5$220.00%00.0%Unchanged
Iron Horse Wealth Management, LLC5$220.00%00.0%Unchanged
Laurel Wealth Advisors LLC9$400.00%00.0%Unchanged
Bear Mountain Capital, Inc.10$410.00%00.0%Unchanged
Hexagon Capital Partners LLC10$440.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.10$440.00%00.0%Unchanged
CGC Financial Services, LLC10$440.00%00.0%Unchanged
BankPlus Trust Department10$440.00%+10New
FLP Wealth Management, LLC10$440.00%+10New
Comprehensive Financial Planning, Inc.15$650.00%+15New
SJS Investment Consulting Inc.20$880.00%00.0%Unchanged
Creekmur Asset Management LLC22$960.00%00.0%Unchanged
Clearstead Advisors, LLC23$1010.00%−500−95.6%Reduced
WR Wealth Planners, LLC25$1090.00%00.0%Unchanged
Caitlin John, LLC25$1090.00%00.0%Unchanged
Pacifica Partners Inc.25$1140.00%00.0%Unchanged
Abound Wealth Management28$1230.00%+28New
Financial Perspectives, Inc29$1260.00%00.0%Unchanged
Copia Wealth Management30$1310.00%+30New
Innovative Advisory Group, LLC40$1740.00%+40New
Tucker Asset Management LLC46$2010.00%00.0%Unchanged
Thompson Investment Management, Inc.50$2180.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC50$2180.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.50$2180.00%00.0%Unchanged
Stonebridge Financial Group, LLC50$2180.00%+50New
Capital A Wealth Management, LLC66$2880.00%+66New
Vermillion & White Wealth Management Group, LLC67$2920.00%+67New
Murphy & Mullick Capital Management Corp76$3310.00%+76New
Strategic Investment Solutions, Inc.85$3710.00%00.0%Unchanged
Tortoise Investment Management, LLC86$3750.00%00.0%Unchanged
LMR Partners LLP100$4360.00%−178,731−99.9%Reduced
Financial Management Professionals, Inc.100$4360.00%00.0%Unchanged
St Germain D J Co Inc100$4360.00%00.0%Unchanged
AllSquare Wealth Management LLC100$4360.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc100$4360.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.100$4360.00%00.0%Unchanged
LRI Investments, LLC100$4360.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.100$4360.00%+100New
DecisionPoint Financial, LLC100$4360.00%+100New
New Wave Wealth Advisors LLC100$4360.00%+100New
Putney Financial Group LLC100$4360.00%+100New
Raffa Wealth Management, LLC107$4670.00%00.0%Unchanged
Weiss Asset Management LP115$5010.00%00.0%Unchanged
Sunbelt Securities, Inc.123$5390.00%00.0%Unchanged
New England Capital Financial Advisors LLC132$5750.00%00.0%Unchanged
Darwin Advisors, LLC135$5880.00%00.0%Unchanged
Continuum Advisory, LLC137$5970.00%00.0%Unchanged
Bell Investment Advisors, Inc155$6760.00%00.0%Unchanged
Eastern Bank156$6800.00%00.0%Unchanged
Smartleaf Asset Management LLC158$6920.00%+158New
Investors Research Corp160$6980.00%00.0%Unchanged
Transce3nd, LLC173$7540.00%+173New
Atwood & Palmer Inc175$7630.00%00.0%Unchanged
Carolinas Wealth Consulting LLC177$7720.00%00.0%Unchanged
Hollencrest Capital Management200$8720.00%00.0%Unchanged
Parkside Financial Bank & Trust200$8720.00%00.0%Unchanged
Sittner & Nelson, LLC200$8720.00%00.0%Unchanged
Main Street Group, LTD200$8720.00%00.0%Unchanged
Crowley Wealth Management, Inc.200$8720.00%+200New
Quest 10 Wealth Builders, Inc.205$8940.00%+205New
Financial Life Planners207$9030.00%+207New
Bogart Wealth, LLC212$9240.00%00.0%Unchanged
Cedar Mountain Advisors, LLC212$9240.00%00.0%Unchanged
Center for Financial Planning, Inc.225$9810.00%−130−36.6%Reduced
Lazard Asset Management LLC409$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC306$1.00K0.00%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
Stance Capital LLC235$1.02K0.00%+235New
Brown Brothers Harriman & Co237$1.03K0.00%00.0%Unchanged
Heritage Wealth Advisors243$1.06K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC250$1.06K0.00%+100+66.7%Added
Legacy Wealth Managment, LLC250$1.06K0.00%+100+66.7%Added
CIBC Private Wealth Group, LLC252$1.09K0.00%−350−58.1%Reduced
Princeton Global Asset Management LLC250$1.09K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC250$1.09K0.00%00.0%Unchanged
Mechanics Financial Corp250$1.09K0.00%00.0%Unchanged
Fifth Third Bancorp277$1.21K0.00%−56,220−99.5%Reduced
Sierra Ocean, LLC278$1.21K0.00%+278New
Rothschild Investment LLC300$1.31K0.00%−200−40.0%Reduced
Aspect Partners, LLC300$1.31K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC301$1.31K0.00%00.0%Unchanged
Global Wealth Strategies & Associates302$1.32K0.00%+302New
UMA Financial Services, Inc.321$1.40K0.00%+321New
Synergy Financial Management, LLC212$1.42K0.00%+212New
Skopos Labs, Inc.351$1.53K0.00%+351New
GeoWealth Management, LLC357$1.56K0.00%−306−46.2%Reduced
Tradewinds Capital Management, LLC357$1.56K0.00%00.0%Unchanged
Ancora Advisors, LLC374$1.63K0.00%−375−50.1%Reduced
MAI Capital Management387$1.69K0.00%−12,380−97.0%Reduced
City State Bank400$1.74K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group400$1.75K0.00%00.0%Unchanged
ORG Partners LLC410$1.79K0.00%00.0%Unchanged
Raiffeisen Bank International AG430$1.91K0.00%+430New