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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Telos Capital Management, Inc. | 13,548 | $59.1K | 0.01% | +13,548 | New |
| Gordian Capital Singapore Pte Ltd | 13,840 | $60.3K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,859 | $60.4K | 0.00% | −1,102−7.4% | Reduced |
| Perigon Wealth Management, LLC | 14,769 | $61.4K | 0.00% | +2,867+24.1% | Added |
| Garden State Investment Advisory Services LLC | 14,900 | $65.0K | 0.02% | −41,137−73.4% | Reduced |
| Thrivent Financial for Lutherans | 14,820 | $65.0K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,950 | $65.2K | 0.00% | +2,200+17.3% | Added |
| Shufro Rose & Co LLC | 15,000 | $65.4K | 0.01% | +15,000 | New |
| Schechter Investment Advisors, LLC | 15,036 | $65.6K | 0.01% | −191−1.3% | Reduced |
| Mercer Global Advisors Inc | 15,050 | $65.6K | 0.00% | +1,911+14.5% | Added |
| Union Bancaire Privee, UBP SA | 15,000 | $65.7K | 0.00% | +15,000 | New |
| Steward Partners Investment Advisory, LLC | 15,093 | $65.8K | 0.00% | −5,740−27.6% | Reduced |
| MML Investors Services, LLC | 15,154 | $66.0K | 0.00% | −3,963−20.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 15,398 | $67.1K | 0.04% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,400 | $67.1K | 0.01% | +15,400 | New |
| CIBC World Markets Inc. | 16,081 | $70.0K | 0.00% | −2,080−11.5% | Reduced |
| First Heartland Consultants, Inc. | 16,418 | $71.6K | 0.01% | −440−2.6% | Reduced |
| Franklin Resources Inc | 16,486 | $71.9K | 0.00% | +2,788+20.4% | Added |
| DeepCurrents Investment Group LLC | 16,503 | $72.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 16,514 | $72.0K | 0.00% | −255−1.5% | Reduced |
| Tradition Wealth Management, LLC | 16,811 | $73.3K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 17,371 | $75.7K | 0.00% | −141,050−89.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 17,556 | $76.5K | 0.01% | −47−0.3% | Reduced |
| Cerity Partners LLC | 13,765 | $78.4K | 0.00% | −36,389−72.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,155 | $79.2K | 0.01% | +18,155 | New |
| DGS Capital Management, LLC | 18,570 | $81.0K | 0.02% | +18,570 | New |
| Independent Financial Group, LLC | 18,791 | $81.9K | 0.00% | +3,000+19.0% | Added |
| Stablepoint Partners, LLC | 18,982 | $82.8K | 0.02% | −3,427−15.3% | Reduced |
| Greenwich Wealth Management LLC | 19,087 | $83.0K | 0.01% | −11,640−37.9% | Reduced |
| West Family Investments, Inc. | 19,186 | $83.7K | 0.03% | −1,508−7.3% | Reduced |
| First Affirmative Financial Network | 19,242 | $83.9K | 0.05% | +1,512+8.5% | Added |
| CAPROCK Group, Inc. | 19,742 | $86.1K | 0.00% | +5,347+37.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,917 | $86.8K | 0.00% | −15,010−43.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 20,155 | $87.9K | 0.04% | 00.0% | Unchanged |
| BSW Wealth Partners | 20,423 | $89.0K | 0.01% | +3,606+21.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,741 | $90.4K | 0.00% | −25,344−55.0% | Reduced |
| Brinker Capital Investments, LLC | 21,231 | $92.6K | 0.00% | +21,231 | New |
| Orion Portfolio Solutions, LLC | 21,231 | $92.6K | 0.00% | +21,231 | New |
| Laird Norton Trust Company, LLC | 21,274 | $92.8K | 0.01% | +21,274 | New |
| Spire Wealth Management | 21,499 | $93.7K | 0.00% | +16,701+348.1% | Added |
| TD Waterhouse Canada Inc. | 21,653 | $94.4K | 0.00% | +3,152+17.0% | Added |
| LJI Wealth Management, LLC | 22,250 | $97.0K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 22,786 | $99.3K | 0.01% | +2,627+13.0% | Added |
| Vienna Asset Management LLC | 22,900 | $99.8K | 0.07% | +22,900 | New |
| IPG Investment Advisors LLC | 22,934 | $100.0K | 0.02% | −11,500−33.4% | Reduced |
| RSM US Wealth Management LLC | 23,385 | $102.0K | 0.00% | −925−3.8% | Reduced |
| Ausdal Financial Partners, Inc. | 23,640 | $103.1K | 0.01% | +75+0.3% | Added |
| National Bank of Canada | 24,056 | $104.9K | 0.00% | −21,437−47.1% | Reduced |
| Compagnie Lombard Odier SCmA | 24,104 | $105.1K | 0.00% | +8,750+57.0% | Added |
| Panagora Asset Management Inc | 24,129 | $105.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 24,144 | $105.3K | 0.00% | +2,053+9.3% | Added |
| Scotia Capital Inc. | 24,184 | $105.4K | 0.00% | −888−3.5% | Reduced |
| We Are One Seven, LLC | 24,621 | $107.3K | 0.00% | +715+3.0% | Added |
| Firethorn Wealth Partners, LLC | 25,000 | $109.0K | 0.05% | +25,000 | New |
| Capital Advisors Inc | 25,300 | $110.3K | 0.00% | +25,300 | New |
| Regions Financial Corp | 25,340 | $110.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 25,591 | $112.0K | 0.00% | +1,864+7.9% | Added |
| Atomi Financial Group, Inc. | 26,881 | $117.2K | 0.01% | +7,554+39.1% | Added |
| CMT Capital Markets Trading GmbH | 27,000 | $118.0K | 0.07% | −62,000−69.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 27,430 | $119.0K | 0.04% | +27,430 | New |
| Azzad Asset Management Inc | 27,412 | $119.5K | 0.02% | −15,348−35.9% | Reduced |
| Cigna Investments Inc | 27,498 | $120.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 27,706 | $120.8K | 0.00% | −741−2.6% | Reduced |
| Lido Advisors, LLC | 29,408 | $128.2K | 0.00% | −6,185−17.4% | Reduced |
| Viewpoint Capital Management LLC | 30,000 | $130.8K | 0.07% | +30,000 | New |
| Truist Financial Corp | 30,172 | $131.6K | 0.00% | +124+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,966 | $135.0K | 0.00% | +11,380+58.1% | Added |
| Prospera Financial Services Inc | 31,044 | $135.3K | 0.00% | −5,766−15.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 31,051 | $136.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 31,508 | $137.4K | 0.00% | +7,488+31.2% | Added |
| Fortress Private Ledger, LLC | 31,877 | $139.0K | 0.08% | +31,877 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,208 | $141.5K | 0.00% | −21,076−39.6% | Reduced |
| Avantax Advisory Services, Inc. | 32,637 | $142.3K | 0.00% | +6,239+23.6% | Added |
| CI Private Wealth, LLC | 33,689 | $146.9K | 0.00% | +15,600+86.2% | Added |
| Delap Wealth Advisory, LLC | 34,225 | $149.2K | 0.09% | +34,225 | New |
| Quadrant Capital Group LLC | 34,414 | $150.0K | 0.01% | −1,334−3.7% | Reduced |
| Rafferty Asset Management, LLC | 36,081 | $157.3K | 0.00% | −39,336−52.2% | Reduced |
| Capital Markets Trading UK LLP | 36,303 | $158.0K | 0.09% | −275,064−88.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 36,300 | $158.3K | 0.01% | −4,419−10.9% | Reduced |
| Signaturefd, LLC | 37,619 | $164.0K | 0.00% | −10,985−22.6% | Reduced |
| Insigneo Advisory Services, LLC | 38,620 | $168.4K | 0.02% | +156+0.4% | Added |
| Credit Agricole S A | 38,770 | $169.0K | 0.00% | +31,235+414.5% | Added |
| Guggenheim Capital LLC | 38,888 | $169.6K | 0.00% | +6,395+19.7% | Added |
| Crossmark Global Holdings, Inc. | 39,417 | $172.0K | 0.00% | +60+0.2% | Added |
| Tempus Wealth Planning, LLC | 39,767 | $173.4K | 0.05% | +39,767 | New |
| O'Shaughnessy Asset Management, LLC | 41,104 | $179.2K | 0.00% | +9,222+28.9% | Added |
| Integrated Wealth Concepts LLC | 44,329 | $193.3K | 0.00% | −5,877−11.7% | Reduced |
| Sanctuary Advisors, LLC | 43,897 | $194.9K | 0.00% | −38,962−47.0% | Reduced |
| Green Alpha Advisors, LLC | 46,295 | $201.8K | 0.16% | −27,118−36.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 45,610 | $204.3K | 0.01% | +45,610 | New |
| Rockefeller Capital Management L.P. | 48,479 | $211.4K | 0.00% | −21,016−30.2% | Reduced |
| J. Safra Sarasin Holding AG | 49,094 | $214.1K | 0.00% | +32,000+187.2% | Added |
| Atria Wealth Solutions, Inc. | 49,272 | $214.8K | 0.00% | −9,858−16.7% | Reduced |
| Cantor Fitzgerald, L. P. | 49,863 | $217.4K | 0.01% | +36,774+281.0% | Added |
| Oppenheimer & Co Inc | 52,332 | $228.2K | 0.00% | −25,729−33.0% | Reduced |
| JustInvest LLC | 52,809 | $230.2K | 0.00% | +2,926+5.9% | Added |
| Vident Advisory, LLC | 53,937 | $235.2K | 0.00% | +20,349+60.6% | Added |
| Calamos Advisors LLC | 56,190 | $245.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 58,526 | $255.2K | 0.00% | −27,808−32.2% | Reduced |
| Cresset Asset Management, LLC | 60,085 | $262.0K | 0.00% | −31,161−34.2% | Reduced |