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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 16,526 | $63.0K | 0.00% | −845−4.9% | Reduced |
| First Heartland Consultants, Inc. | 16,418 | $62.6K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 16,367 | $62.4K | 0.00% | −147−0.9% | Reduced |
| Mackenzie Financial Corp | 16,035 | $61.1K | 0.00% | +16,035 | New |
| QRG Capital Management, Inc. | 15,866 | $60.4K | 0.00% | +15,866 | New |
| J. Safra Sarasin Holding AG | 15,794 | $60.2K | 0.00% | −33,300−67.8% | Reduced |
| Parallel Advisors, LLC | 15,682 | $59.7K | 0.00% | +1,823+13.2% | Added |
| Skopos Labs, Inc. | 15,434 | $58.8K | 0.01% | +15,083+4,297.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,400 | $58.7K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 15,400 | $58.7K | 0.02% | +500+3.4% | Added |
| Compagnie Lombard Odier SCmA | 15,354 | $58.5K | 0.00% | −8,750−36.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 15,086 | $57.5K | 0.01% | −2,470−14.1% | Reduced |
| Thrivent Financial for Lutherans | 14,820 | $56.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,602 | $55.6K | 0.00% | −5,315−26.7% | Reduced |
| Mercer Global Advisors Inc | 14,341 | $54.6K | 0.00% | −709−4.7% | Reduced |
| Optiver Holding B.V. | 14,316 | $54.5K | 0.00% | +14,316 | New |
| Schechter Investment Advisors, LLC | 14,294 | $54.5K | 0.00% | −742−4.9% | Reduced |
| Wedbush Securities Inc | 14,252 | $54.0K | 0.00% | +644+4.7% | Added |
| Gotham Asset Management, LLC | 13,902 | $53.0K | 0.00% | +13,902 | New |
| Bayesian Capital Management, LP | 13,900 | $53.0K | 0.01% | +13,900 | New |
| We Are One Seven, LLC | 13,868 | $52.8K | 0.00% | −10,753−43.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 13,840 | $51.9K | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 13,440 | $51.0K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 13,343 | $50.8K | 0.03% | −2,055−13.3% | Reduced |
| Stifel Financial Corp | 13,336 | $50.8K | 0.00% | +840+6.7% | Added |
| Harbour Investments, Inc. | 13,255 | $50.5K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 13,000 | $49.5K | 0.00% | −2,000−13.3% | Reduced |
| Concurrent Investment Advisors, LLC | 12,999 | $49.5K | 0.00% | +12,999 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,950 | $49.3K | 0.00% | −2,000−13.4% | Reduced |
| 49 Wealth Management, LLC | 12,827 | $48.9K | 0.01% | +144+1.1% | Added |
| May Hill Capital, LLC | 12,668 | $48.3K | 0.02% | +12,668 | New |
| Scotia Capital Inc. | 12,591 | $48.0K | 0.00% | −11,593−47.9% | Reduced |
| Annex Advisory Services, LLC | 12,252 | $46.7K | 0.00% | +12,252 | New |
| Jones Financial Companies LLLP | 12,412 | $46.5K | 0.00% | +4,793+62.9% | Added |
| Sivia Capital Partners, LLC | 12,204 | $46.5K | 0.02% | −659−5.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,023 | $45.8K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,733 | $44.7K | 0.00% | −4,753−28.8% | Reduced |
| Eqis Capital Management, Inc. | 11,537 | $44.0K | 0.00% | +1,196+11.6% | Added |
| Stratos Wealth Partners, LTD. | 11,523 | $43.9K | 0.00% | −805−6.5% | Reduced |
| Bard Financial Services, Inc. | 11,500 | $43.8K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,492 | $43.8K | 0.00% | −8,250−41.8% | Reduced |
| Gladstone Institutional Advisory LLC | 11,431 | $43.6K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,322 | $43.1K | 0.00% | −3,447−23.3% | Reduced |
| Blueshift Asset Management, LLC | 11,247 | $42.9K | 0.02% | +11,247 | New |
| Traynor Capital Management, Inc. | 11,013 | $42.0K | 0.00% | +109+1.0% | Added |
| Hancock Prospecting Pty Ltd | 10,972 | $41.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,651 | $40.6K | 0.00% | +10,651 | New |
| Harvest Fund Management Co., Ltd | 10,421 | $40.0K | 0.00% | −110,000−91.3% | Reduced |
| PSI Advisors, LLC | 10,428 | $39.7K | 0.01% | −650−5.9% | Reduced |
| Xponance, Inc. | 10,337 | $39.4K | 0.00% | +10,337 | New |
| Envestnet Asset Management Inc | 10,030 | $38.2K | 0.00% | +10,030 | New |
| Glen Eagle Advisors, LLC | 10,000 | $38.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 8,000 | $30.5K | 0.00% | +5,400+207.7% | Added |
| Newbridge Financial Services Group, Inc. | 7,161 | $27.3K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5,934 | $22.6K | 0.00% | +5,934 | New |
| Ridgewood Investments LLC | 5,900 | $22.5K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 5,100 | $19.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| MorganRosel Wealth Management, LLC | 4,565 | $17.4K | 0.01% | +4,565 | New |
| Farther Finance Advisors, LLC | 4,151 | $16.1K | 0.00% | +558+15.5% | Added |
| North Star Investment Management Corp. | 4,200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,518 | $13.4K | 0.00% | −1,844−34.4% | Reduced |
| Spire Wealth Management | 3,420 | $13.0K | 0.00% | −18,079−84.1% | Reduced |
| BFSG, LLC | 3,120 | $11.9K | 0.00% | −40−1.3% | Reduced |
| Sandy Spring Bank | 3,000 | $11.4K | 0.00% | +3,000 | New |
| N.E.W. Advisory Services LLC | 2,927 | $11.2K | 0.00% | +2,927 | New |
| Medallion Wealth Advisors, LLC | 2,861 | $11.1K | 0.01% | +2,085+268.7% | Added |
| Hemington Wealth Management | 3,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 2,869 | $10.9K | 0.00% | +190+7.1% | Added |
| Atlas Capital Advisors LLC | 2,845 | $10.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,534 | $10.0K | 0.01% | −235−8.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,515 | $9.58K | 0.00% | −73−2.8% | Reduced |
| Garde Capital, Inc. | 2,422 | $9.23K | 0.00% | +2,422 | New |
| Hantz Financial Services, Inc. | 2,261 | $9.00K | 0.00% | +806+55.4% | Added |
| CoreCap Advisors, LLC | 2,315 | $8.82K | 0.00% | +500+27.5% | Added |
| Capital Advisors, Ltd. LLC | 2,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Coldstream Capital Management Inc | 1,725 | $6.57K | 0.00% | +1,725 | New |
| Berbice Capital Management LLC | 1,700 | $6.48K | 0.01% | +1,700 | New |
| AdvisorNet Financial, Inc | 1,655 | $6.31K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,615 | $6.15K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,384 | $5.79K | 0.00% | −1,662−54.6% | Reduced |
| GWM Advisors LLC | 1,466 | $5.58K | 0.00% | +11+0.8% | Added |
| EverSource Wealth Advisors, LLC | 1,290 | $4.92K | 0.00% | +456+54.7% | Added |
| Wolff Wiese Magana LLC | 1,262 | $4.81K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,225 | $4.67K | 0.00% | +1,000+444.4% | Added |
| Ameliora Wealth Management Ltd. | 1,225 | $4.67K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,200 | $4.57K | 0.00% | +1,200 | New |
| Boston Private Wealth LLC | 1,199 | $4.57K | 0.00% | +1,199 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,188 | $4.53K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,033 | $4.50K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,000 | $4.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,070 | $4.08K | 0.00% | −64−5.6% | Reduced |
| 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 |
| Cornerstone Planning Group LLC | 942 | $3.70K | 0.00% | 00.0% | Unchanged |