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, Q2 2023
Institutional positions in Nikola Corp as of Jun 30, 2023. 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
- 259
- +7 vs. Q1 2023
- Shares held
- 239.8M
- +22.8M (+10.5%) vs. Q1 2023
- Total value
- $330.3M
- +$67.9M (+25.9%) vs. Q1 2023
- New holders
- 47
- 83 more added
- Sold out
- 40
- 46 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nikola Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 44 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 155 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 220 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 582 | $0 | 0.00% | +82+16.4% | Added |
| Cutler Group LP | 83 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 121 | $0 | 0.00% | +68+128.3% | Added |
| Avion Wealth | 1,302 | $0 | 0.00% | +1,302 | New |
| Tortoise Investment Management, LLC | 2 | $3 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $3 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 5 | $7 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $8 | 0.00% | −52−89.7% | Reduced |
| Hollencrest Capital Management | 6 | $8 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10 | $13 | 0.00% | +10 | New |
| St. Johns Investment Management Company, LLC | 10 | $14 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $14 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 18 | $25 | 0.00% | −250−93.3% | Reduced |
| Brown Brothers Harriman & Co | 18 | $25 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $34 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 34 | $47 | 0.00% | +34 | New |
| MB, Levis & Associates, LLC | 38 | $52 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $55 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 44 | $61 | 0.00% | +44 | New |
| Trust Co | 60 | $83 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $90 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 70 | $97 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 82 | $113 | 0.00% | +82 | New |
| Optiver Holding B.V. | 86 | $119 | 0.00% | −101−54.0% | Reduced |
| AllSquare Wealth Management LLC | 213 | $130 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $138 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $138 | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 100 | $138 | 0.00% | +100 | New |
| Key Financial Inc | 100 | $138 | 0.00% | +100 | New |
| Russell Investments Group, Ltd. | 113 | $156 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 118 | $163 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 118 | $163 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 120 | $166 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $173 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 146 | $201 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 150 | $207 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 164 | $226 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $276 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $276 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 200 | $276 | 0.00% | +200 | New |
| Hexagon Capital Partners LLC | 202 | $279 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $432 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 387 | $534 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 430 | $594 | 0.00% | −290−40.3% | Reduced |
| AdvisorNet Financial, Inc | 438 | $604 | 0.00% | +142+48.0% | Added |
| Beaird Harris Wealth Management, LLC | 443 | $612 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 472 | $651 | 0.00% | 00.0% | Unchanged |
| American National Bank | 500 | $690 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $690 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $690 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 519 | $716 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 571 | $788 | 0.00% | −20−3.4% | Reduced |
| HighMark Wealth Management LLC | 600 | $828 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 659 | $910 | 0.00% | −90−12.0% | Reduced |
| Stonebridge Capital Advisors LLC | 700 | $966 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 422 | $1.00K | 0.00% | −1,324−75.8% | Reduced |
| MCF Advisors LLC | 790 | $1.09K | 0.00% | +790 | New |
| Rational Advisors LLC | 860 | $1.19K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 964 | $1.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $1.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,000 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,000 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $1.38K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $1.38K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $1.38K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,000 | $1.38K | 0.00% | +1,000 | New |
| Mendota Financial Group, LLC | 1,000 | $1.38K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,020 | $1.41K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,036 | $1.43K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,135 | $1.57K | 0.00% | −601−34.6% | Reduced |
| Parallel Advisors, LLC | 1,180 | $1.63K | 0.00% | −816−40.9% | Reduced |
| Addison Advisors LLC | 1,250 | $1.73K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,310 | $1.81K | 0.00% | +1,310 | New |
| TD Waterhouse Canada Inc. | 1,038 | $1.83K | 0.00% | +199+23.7% | Added |
| Sugarloaf Wealth Management, LLC | 1,425 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,475 | $2.04K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,500 | $2.07K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,000 | $2.76K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,000 | $2.76K | 0.00% | +1,000+100.0% | Added |
| City Holding Co | 2,100 | $2.88K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,362 | $3.26K | 0.00% | +200+9.3% | Added |
| Concord Wealth Partners | 2,500 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 3,000 | $3.63K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,000 | $6.90K | 0.00% | −28−0.6% | Reduced |
| Focused Wealth Management, Inc | 5,113 | $7.06K | 0.00% | +2,000+64.2% | Added |
| ICA Group Wealth Management, LLC | 5,185 | $7.15K | 0.00% | −600−10.4% | Reduced |
| Global Retirement Partners, LLC | 5,567 | $7.68K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6,545 | $9.03K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,623 | $9.14K | 0.00% | −11,014−62.4% | Reduced |
| Belvedere Trading LLC | 7,007 | $9.67K | 0.00% | +7,007 | New |
| Federation des caisses Desjardins du Quebec | 8,254 | $11.4K | 0.00% | +5,000+153.7% | Added |
| Harbour Investments, Inc. | 9,453 | $13.0K | 0.00% | +2,000+26.8% | Added |
| Inspirion Wealth Advisors, LLC | 10,000 | $13.8K | 0.00% | 00.0% | Unchanged |