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, Q1 2025
Institutional positions in NIO Inc. as of Mar 31, 2025. 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
- 414
- −10 vs. Q4 2024
- Shares held
- 221.4M
- +45.0M (+25.5%) vs. Q4 2024
- Total value
- $843.7M
- +$73.9M (+9.6%) vs. Q4 2024
- New holders
- 54
- 108 more added
- Sold out
- 64
- 127 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 540 | $2.06K | 0.00% | +540 | New |
| Rakuten Securities, Inc. | 570 | $2.17K | 0.00% | −110−16.2% | Reduced |
| Cape Investment Advisory, Inc. | 584 | $2.23K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 600 | $2.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 627 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 647 | $2.46K | 0.00% | +369+132.7% | Added |
| Clark Wealth Partners | 650 | $2.48K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 684 | $2.61K | 0.00% | −74−9.8% | Reduced |
| Larson Financial Group LLC | 723 | $2.75K | 0.00% | +254+54.2% | Added |
| NBC Securities, Inc. | 930 | $3.00K | 0.00% | +930 | New |
| Golden State Wealth Management, LLC | 793 | $3.02K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 826 | $3.15K | 0.00% | +452+120.9% | Added |
| Huntington National Bank | 900 | $3.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 950 | $3.62K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 942 | $3.70K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,000 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,000 | $3.81K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 1,000 | $3.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,070 | $4.08K | 0.00% | −64−5.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,000 | $4.36K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,033 | $4.50K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,188 | $4.53K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,199 | $4.57K | 0.00% | +1,199 | New |
| Brown, Lisle/Cummings, Inc. | 1,200 | $4.57K | 0.00% | +1,200 | New |
| Ameliora Wealth Management Ltd. | 1,225 | $4.67K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,225 | $4.67K | 0.00% | +1,000+444.4% | Added |
| Wolff Wiese Magana LLC | 1,262 | $4.81K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,290 | $4.92K | 0.00% | +456+54.7% | Added |
| GWM Advisors LLC | 1,466 | $5.58K | 0.00% | +11+0.8% | Added |
| Allworth Financial LP | 1,384 | $5.79K | 0.00% | −1,662−54.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,615 | $6.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,655 | $6.31K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,700 | $6.48K | 0.01% | +1,700 | New |
| Coldstream Capital Management Inc | 1,725 | $6.57K | 0.00% | +1,725 | New |
| Vermillion Wealth Management, Inc. | 2,000 | $7.62K | 0.00% | −1,642−45.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,000 | $7.62K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,315 | $8.82K | 0.00% | +500+27.5% | Added |
| Hantz Financial Services, Inc. | 2,261 | $9.00K | 0.00% | +806+55.4% | Added |
| Garde Capital, Inc. | 2,422 | $9.23K | 0.00% | +2,422 | New |
| Ronald Blue Trust, Inc. | 2,515 | $9.58K | 0.00% | −73−2.8% | Reduced |
| Covestor Ltd | 2,534 | $10.0K | 0.01% | −235−8.5% | Reduced |
| Atlas Capital Advisors LLC | 2,845 | $10.8K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 2,869 | $10.9K | 0.00% | +190+7.1% | Added |
| Hemington Wealth Management | 3,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,861 | $11.1K | 0.01% | +2,085+268.7% | Added |
| N.E.W. Advisory Services LLC | 2,927 | $11.2K | 0.00% | +2,927 | New |
| Sandy Spring Bank | 3,000 | $11.4K | 0.00% | +3,000 | New |
| BFSG, LLC | 3,120 | $11.9K | 0.00% | −40−1.3% | Reduced |
| Spire Wealth Management | 3,420 | $13.0K | 0.00% | −18,079−84.1% | Reduced |
| Lindbrook Capital, LLC | 3,518 | $13.4K | 0.00% | −1,844−34.4% | Reduced |
| North Star Investment Management Corp. | 4,200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,151 | $16.1K | 0.00% | +558+15.5% | Added |
| MorganRosel Wealth Management, LLC | 4,565 | $17.4K | 0.01% | +4,565 | New |
| Stephens Consulting, LLC | 5,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 5,000 | $19.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 5,100 | $19.4K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,900 | $22.5K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5,934 | $22.6K | 0.00% | +5,934 | New |
| Newbridge Financial Services Group, Inc. | 7,161 | $27.3K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 8,000 | $30.5K | 0.00% | +5,400+207.7% | Added |
| Glen Eagle Advisors, LLC | 10,000 | $38.1K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,030 | $38.2K | 0.00% | +10,030 | New |
| Xponance, Inc. | 10,337 | $39.4K | 0.00% | +10,337 | New |
| PSI Advisors, LLC | 10,428 | $39.7K | 0.01% | −650−5.9% | Reduced |
| Harvest Fund Management Co., Ltd | 10,421 | $40.0K | 0.00% | −110,000−91.3% | Reduced |
| Captrust Financial Advisors | 10,651 | $40.6K | 0.00% | +10,651 | New |
| Hancock Prospecting Pty Ltd | 10,972 | $41.8K | 0.00% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 11,013 | $42.0K | 0.00% | +109+1.0% | Added |
| Blueshift Asset Management, LLC | 11,247 | $42.9K | 0.02% | +11,247 | New |
| Perigon Wealth Management, LLC | 11,322 | $43.1K | 0.00% | −3,447−23.3% | Reduced |
| Gladstone Institutional Advisory LLC | 11,431 | $43.6K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,492 | $43.8K | 0.00% | −8,250−41.8% | Reduced |
| Bard Financial Services, Inc. | 11,500 | $43.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,523 | $43.9K | 0.00% | −805−6.5% | Reduced |
| Eqis Capital Management, Inc. | 11,537 | $44.0K | 0.00% | +1,196+11.6% | Added |
| Franklin Resources Inc | 11,733 | $44.7K | 0.00% | −4,753−28.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,023 | $45.8K | 0.01% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 12,204 | $46.5K | 0.02% | −659−5.1% | Reduced |
| Jones Financial Companies LLLP | 12,412 | $46.5K | 0.00% | +4,793+62.9% | Added |
| Annex Advisory Services, LLC | 12,252 | $46.7K | 0.00% | +12,252 | New |
| Scotia Capital Inc. | 12,591 | $48.0K | 0.00% | −11,593−47.9% | Reduced |
| May Hill Capital, LLC | 12,668 | $48.3K | 0.02% | +12,668 | New |
| 49 Wealth Management, LLC | 12,827 | $48.9K | 0.01% | +144+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,950 | $49.3K | 0.00% | −2,000−13.4% | Reduced |
| Concurrent Investment Advisors, LLC | 12,999 | $49.5K | 0.00% | +12,999 | New |
| Shufro Rose & Co LLC | 13,000 | $49.5K | 0.00% | −2,000−13.3% | Reduced |
| Harbour Investments, Inc. | 13,255 | $50.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,336 | $50.8K | 0.00% | +840+6.7% | Added |
| Masso Torrence Wealth Management Inc. | 13,343 | $50.8K | 0.03% | −2,055−13.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,440 | $51.0K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 13,840 | $51.9K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 13,868 | $52.8K | 0.00% | −10,753−43.7% | Reduced |
| Bayesian Capital Management, LP | 13,900 | $53.0K | 0.01% | +13,900 | New |
| Gotham Asset Management, LLC | 13,902 | $53.0K | 0.00% | +13,902 | New |
| Wedbush Securities Inc | 14,252 | $54.0K | 0.00% | +644+4.7% | Added |
| Schechter Investment Advisors, LLC | 14,294 | $54.5K | 0.00% | −742−4.9% | Reduced |
| Optiver Holding B.V. | 14,316 | $54.5K | 0.00% | +14,316 | New |
| Mercer Global Advisors Inc | 14,341 | $54.6K | 0.00% | −709−4.7% | Reduced |