Nikola Corp
NKLADelisted Apr 3, 2025- Industry
- Motor Vehicles & Passenger Car Bodies
- SEC CIK
- 0001731289
Nikola Corp was delisted on Apr 3, 2025; its insiders filed their last Form 4 on Dec 6, 2024; 161 institutions reported holding it in 13F filings for Q4 2024, worth $31.5M in total; no superinvestor held it.
13F holders, Q3 2021
Institutional positions in Nikola Corp as of Sep 30, 2021. 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
- 253
- +6 vs. Q2 2021
- Shares held
- 106.8M
- +15.3M (+16.7%) vs. Q2 2021
- Total value
- $1.14B
- −$511.1M (−30.9%) vs. Q2 2021
- New holders
- 44
- 75 more added
- Sold out
- 38
- 58 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NKLA 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 6 | $6.00K |
| Q2 2025 | 9 | $7.00K |
| Q1 2025 | 23 | $24.1K |
| Q4 2024 | 161 | $31.5M |
| Q3 2024 | 158 | $67.4M |
| Q2 2024 | 161 | $112.1M |
| Q1 2024 | 290 | $452.7M |
| Q4 2023 | 278 | $393.1M |
| Q3 2023 | 279 | $439.8M |
| Q2 2023 | 259 | $330.3M |
| Q1 2023 | 253 | $262.4M |
| Q4 2022 | 265 | $310.2M |
| Q3 2022 | 261 | $462.0M |
| Q2 2022 | 259 | $584.4M |
| Q1 2022 | 274 | $1.19B |
| Q4 2021 | 282 | $1.08B |
| Q3 2021 | 253 | $1.14B |
| Q2 2021 | 252 | $1.65B |
| Q1 2021 | 242 | $1.08B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Nikola Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 2,750 | $0 | 0.00% | +186+7.3% | Added |
| Atlas Private Wealth Advisors | 41 | $0 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $0 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 10 | $0 | 0.00% | +10 | New |
| Ellevest, Inc. | 19 | $0 | 0.00% | +19 | New |
| Versant Capital Management, Inc | 45 | $0 | 0.00% | +45 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 107 | $1.00K | 0.00% | −41,089−99.7% | Reduced |
| TCI Wealth Advisors, Inc. | 88 | $1.00K | 0.00% | −240−73.2% | Reduced |
| Sargent Bickham Lagudis LLC | 135 | $1.00K | 0.00% | −24−15.1% | Reduced |
| McIlrath & Eck, LLC | 90 | $1.00K | 0.00% | −100−52.6% | Reduced |
| Howe & Rusling Inc | 50 | $1.00K | 0.00% | −50−50.0% | Reduced |
| Lenox Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 135 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $1.00K | 0.00% | +48+2,400.0% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| First Command Advisory Services, Inc. | 72 | $1.00K | 0.00% | +72 | New |
| Bell Investment Advisors, Inc | 90 | $1.00K | 0.00% | +90 | New |
| Financial Perspectives, Inc | 125 | $1.33K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 223 | $2.00K | 0.00% | −75−25.2% | Reduced |
| Proequities, Inc. | 218 | $2.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 213 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 205 | $2.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 155 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 142 | $2.00K | 0.00% | −13−8.4% | Reduced |
| Ironwood Financial, llc | 191 | $2.00K | 0.00% | +97+103.2% | Added |
| Valley National Advisers Inc | 200 | $2.00K | 0.00% | +200 | New |
| Archer Investment Corp | 200 | $2.13K | 0.00% | +200 | New |
| Brewin Dolphin Ltd | 230 | $2.45K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 260 | $3.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $3.00K | 0.00% | – | – |
| Cypress Capital Management LLC (WY) | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 260 | $3.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 268 | $3.00K | 0.00% | +268 | New |
| Herold Advisors, Inc. | 350 | $3.00K | 0.00% | +350 | New |
| Koshinski Asset Management, Inc. | 350 | $3.73K | 0.00% | +350 | New |
| Stonebridge Capital Advisors LLC | 340 | $4.00K | 0.00% | −400−54.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 380 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 387 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 399 | $4.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 460 | $5.00K | 0.00% | −628−57.7% | Reduced |
| CNB Bank | 500 | $5.00K | 0.00% | −550−52.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 486 | $5.00K | 0.00% | −100−17.1% | Reduced |
| American National Bank | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 473 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 550 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 701 | $7.00K | 0.00% | +1+0.1% | Added |
| Vectors Research Management, LLC | 690 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 750 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 900 | $9.00K | 0.00% | −805−47.2% | Reduced |
| Delos Wealth Advisors, LLC | 850 | $9.00K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 948 | $10.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,119 | $11.0K | 0.00% | +175+18.5% | Added |
| Farmers & Merchants Investments Inc | 1,000 | $11.0K | 0.00% | +900+900.0% | Added |
| Rosenberg Matthew Hamilton | 1,036 | $11.0K | 0.00% | +936+936.0% | Added |
| Geneos Wealth Management Inc. | 1,137 | $12.0K | 0.00% | −504−30.7% | Reduced |
| SOA Wealth Advisors, LLC. | 1,200 | $12.0K | 0.00% | −277−18.8% | Reduced |
| Allworth Financial LP | 1,094 | $12.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,297 | $14.0K | 0.00% | −239−15.6% | Reduced |
| US Bancorp | 1,500 | $16.0K | 0.00% | −634−29.7% | Reduced |
| Captrust Financial Advisors | 1,520 | $16.0K | 0.00% | +880+137.5% | Added |
| Nisa Investment Advisors, LLC | 1,980 | $21.0K | 0.00% | −3,250−62.1% | Reduced |
| First Manhattan Co | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,000 | $21.0K | 0.01% | +2,000 | New |
| Focused Wealth Management, Inc | 2,113 | $23.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,330 | $25.0K | 0.00% | −142−5.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,451 | $26.0K | 0.00% | −57−2.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,625 | $28.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,055 | $33.0K | 0.00% | +1,050+52.4% | Added |
| AdvisorNet Financial, Inc | 3,150 | $34.0K | 0.00% | −1,005−24.2% | Reduced |
| Credit Agricole S A | 3,500 | $37.0K | 0.00% | −5,125−59.4% | Reduced |