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 2026
Institutional positions in NIO Inc. as of Mar 31, 2026. 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
- 434
- +5 vs. Q4 2025
- Shares held
- 279.6M
- −37.1M (−11.7%) vs. Q4 2025
- Total value
- $1.68B
- +$63.4M (+3.9%) vs. Q4 2025
- New holders
- 64
- 131 more added
- Sold out
- 59
- 120 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding NIO Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BFSG, LLC | 3,000 | $18.1K | 0.00% | −90−2.9% | Reduced |
| N.E.W. Advisory Services LLC | 2,925 | $17.6K | 0.00% | −2−0.1% | Reduced |
| Atlas Capital Advisors LLC | 2,845 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,677 | $16.1K | 0.02% | −60,830−95.8% | Reduced |
| Quent Capital, LLC | 2,500 | $15.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,517 | $15.0K | 0.01% | −12−0.5% | Reduced |
| BNP Paribas | 2,150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,975 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,819 | $11.0K | 0.00% | +1,000+122.1% | Added |
| SRS Capital Advisors, Inc. | 1,798 | $10.8K | 0.00% | −5,960−76.8% | Reduced |
| Ancora Advisors, LLC | 1,701 | $10.3K | 0.00% | −10−0.6% | Reduced |
| Assetmark, Inc | 1,647 | $9.93K | 0.00% | +603+57.8% | Added |
| HHM Wealth Advisors, LLC | 1,615 | $9.74K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,544 | $9.31K | 0.00% | −97−5.9% | Reduced |
| Ares Financial Consulting, LLC | 1,500 | $9.30K | 0.01% | +1,500 | New |
| Glass Jacobson Investment Advisors llc | 1,500 | $9.04K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,489 | $8.98K | 0.00% | +893+149.8% | Added |
| Cornerstone Planning Group LLC | 1,475 | $8.70K | 0.00% | +233+18.8% | Added |
| Smartleaf Asset Management LLC | 1,576 | $8.69K | 0.00% | +25+1.6% | Added |
| Kerr Financial Planning Corp | 1,214 | $7.63K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,262 | $7.61K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,254 | $7.56K | 0.00% | +509+68.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,200 | $7.24K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,197 | $7.22K | 0.00% | +150+14.3% | Added |
| Aspect Partners, LLC | 1,131 | $6.82K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,115 | $6.72K | 0.00% | −325−22.6% | Reduced |
| Bell Investment Advisors, Inc | 1,100 | $6.63K | 0.00% | +32+3.0% | Added |
| Root Financial Partners, LLC | 1,049 | $6.33K | 0.00% | +23+2.2% | Added |
| Larson Financial Group LLC | 1,024 | $6.17K | 0.00% | +544+113.3% | Added |
| Rothschild Investment LLC | 1,000 | $6.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,000 | $6.03K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,000 | $6.03K | 0.00% | +1,000 | New |
| Activest Wealth Management | 1,000 | $6.03K | 0.00% | +1,000 | New |
| Purpose Unlimited Inc. | 1,000 | $6.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 950 | $5.73K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,000 | $5.51K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 756 | $4.56K | 0.00% | +118+18.5% | Added |
| Hurley Capital, LLC | 733 | $4.42K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 710 | $4.28K | 0.00% | +710 | New |
| Golden State Wealth Management, LLC | 641 | $3.87K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 623 | $3.76K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 615 | $3.71K | 0.00% | −971−61.2% | Reduced |
| Medallion Wealth Advisors, LLC | 549 | $3.31K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 545 | $3.29K | 0.00% | +545 | New |
| GWM Advisors LLC | 525 | $3.17K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 522 | $3.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 516 | $3.11K | 0.00% | +100+24.0% | Added |
| City Holding Co | 500 | $3.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $3.02K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 478 | $2.96K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 451 | $2.72K | 0.00% | −1,485−76.7% | Reduced |
| Maseco LLP | 436 | $2.63K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 400 | $2.41K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 364 | $2.19K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 360 | $2.17K | 0.00% | −170−32.1% | Reduced |
| Bogart Wealth, LLC | 358 | $2.16K | 0.00% | +16+4.7% | Added |
| Tradewinds Capital Management, LLC | 357 | $2.15K | 0.00% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 350 | $2.11K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 403 | $2.00K | 0.00% | +381+1,731.8% | Added |
| Financial Connections Group, Inc. | 400 | $2.00K | 0.00% | +400 | New |
| Nisa Investment Advisors, LLC | 311 | $1.88K | 0.00% | +311 | New |
| Harbor Investment Advisory, LLC | 301 | $1.81K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $1.81K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 300 | $1.81K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 300 | $1.81K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 294 | $1.77K | 0.00% | −1−0.3% | Reduced |
| IFP Advisors, Inc | 264 | $1.59K | 0.00% | +159+151.4% | Added |
| Princeton Global Asset Management LLC | 250 | $1.51K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $1.51K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 250 | $1.51K | 0.00% | +250 | New |
| Heritage Wealth Advisors | 243 | $1.47K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 238 | $1.44K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 237 | $1.43K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 235 | $1.42K | 0.00% | +235 | New |
| Bryn Mawr Trust Co | 234 | $1.41K | 0.00% | +234 | New |
| Cedar Mountain Advisors, LLC | 212 | $1.28K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 207 | $1.25K | 0.00% | +207 | New |
| Stone House Investment Management, LLC | 206 | $1.24K | 0.00% | +177+610.3% | Added |
| Hollencrest Capital Management | 200 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 200 | $1.21K | 0.00% | +200 | New |
| Main Street Group, LTD | 200 | $1.21K | 0.00% | +200 | New |
| Atwood & Palmer Inc | 190 | $1.15K | 0.00% | +15+8.6% | Added |
| Close Asset Management Ltd | 181 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 174 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 160 | $965 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 152 | $942 | 0.00% | +118+347.1% | Added |
| Eastern Bank | 156 | $941 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 150 | $905 | 0.00% | −500−76.9% | Reduced |
| Lodestone Wealth Management LLC | 150 | $905 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 150 | $905 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 135 | $814 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 135 | $814 | 0.00% | +135 | New |
| Mosley Wealth Management | 104 | $792 | 0.00% | +104 | New |
| Basepoint Wealth LLC | 125 | $754 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 123 | $742 | 0.00% | +98+392.0% | Added |
| Raffa Wealth Management, LLC | 107 | $645 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 100 | $603 | 0.00% | −156−60.9% | Reduced |