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 2023
Institutional positions in Nikola Corp as of Sep 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
- 279
- +23 vs. Q2 2023
- Shares held
- 280.7M
- +41.0M (+17.1%) vs. Q2 2023
- Total value
- $439.8M
- +$109.6M (+33.2%) vs. Q2 2023
- New holders
- 51
- 101 more added
- Sold out
- 28
- 35 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nikola Corp; share changes are against Q2 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 |
| 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 | 107 | $0 | 0.00% | −14−11.6% | Reduced |
| Coston, McIsaac & Partners | 75 | $0 | 0.00% | +75 | New |
| Tortoise Investment Management, LLC | 2 | $3 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $9 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $16 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18 | $28 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 18 | $28 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 18 | $28 | 0.00% | +18 | New |
| St. Johns Investment Management Company, LLC | 20 | $31 | 0.00% | +10+100.0% | Added |
| SJS Investment Consulting Inc. | 24 | $38 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 18 | $39 | 0.00% | +8+80.0% | Added |
| MB, Levis & Associates, LLC | 38 | $60 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $63 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 42 | $66 | 0.00% | −2−4.5% | Reduced |
| Abound Wealth Management | 55 | $87 | 0.00% | +55 | New |
| Trust Co | 60 | $94 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $103 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $157 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $157 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $157 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $157 | 0.00% | +100 | New |
| Salomon & Ludwin, LLC | 100 | $157 | 0.00% | +100 | New |
| Russell Investments Group, Ltd. | 113 | $177 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 113 | $177 | 0.00% | −100−46.9% | Reduced |
| Baldwin Brothers Inc | 118 | $185 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 118 | $185 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 120 | $189 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $196 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 146 | $229 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 150 | $235 | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 150 | $236 | 0.00% | +150 | New |
| Sunbelt Securities, Inc. | 164 | $257 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $314 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $314 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 200 | $314 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 202 | $317 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 240 | $377 | 0.00% | +240 | New |
| Provence Wealth Management Group | 250 | $393 | 0.00% | +250 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 306 | $480 | 0.00% | +300+5,000.0% | Added |
| Nisa Investment Advisors, LLC | 323 | $507 | 0.00% | −19,307−98.4% | Reduced |
| Oakworth Capital, Inc. | 387 | $608 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 443 | $696 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 450 | $707 | 0.00% | +450 | New |
| Geneos Wealth Management Inc. | 472 | $741 | 0.00% | 00.0% | Unchanged |
| American National Bank | 500 | $785 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $785 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $785 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 600 | $942 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 616 | $967 | 0.00% | −61,003−99.0% | Reduced |
| CWM, LLC | 422 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 642 | $1.01K | 0.00% | +204+46.6% | Added |
| Stonebridge Capital Advisors LLC | 700 | $1.10K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 700 | $1.10K | 0.00% | +181+34.9% | Added |
| Rational Advisors LLC | 860 | $1.19K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 790 | $1.24K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 964 | $1.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,000 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $1.57K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,000 | $1.57K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,000 | $1.57K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,000 | $1.57K | 0.00% | +1,000 | New |
| Atticus Wealth Management, LLC | 1,020 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,036 | $1.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,051 | $1.65K | 0.00% | −84−7.4% | Reduced |
| Signaturefd, LLC | 1,105 | $1.74K | 0.00% | +534+93.5% | Added |
| Addison Advisors LLC | 1,250 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,425 | $2.24K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,475 | $2.32K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,707 | $2.68K | 0.00% | +397+30.3% | Added |
| Ronald Blue Trust, Inc. | 2,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2,049 | $3.00K | 0.00% | +747+57.4% | Added |
| Core Wealth Advisors, Inc. | 2,000 | $3.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $3.14K | 0.00% | +1,000+100.0% | Added |
| City Holding Co | 2,100 | $3.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,279 | $3.58K | 0.00% | +1,620+245.8% | Added |
| Parallel Advisors, LLC | 2,490 | $3.91K | 0.00% | +1,310+111.0% | Added |
| Belvedere Trading LLC | 2,728 | $4.28K | 0.00% | −4,279−61.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,809 | $4.41K | 0.00% | −2,191−43.8% | Reduced |
| IFP Advisors, Inc | 2,864 | $4.50K | 0.00% | +1,400+95.6% | Added |
| SOA Wealth Advisors, LLC. | 3,000 | $4.71K | 0.00% | +1,000+50.0% | Added |
| GWM Advisors LLC | 3,262 | $5.12K | 0.00% | +900+38.1% | Added |
| Castleview Partners, LLC | 3,455 | $5.42K | 0.01% | +2,455+245.5% | Added |
| ZRC Wealth Management, LLC | 3,500 | $5.50K | 0.00% | +2,000+133.3% | Added |
| Credit Agricole S A | 3,500 | $5.50K | 0.00% | +3,500 | New |
| TD Waterhouse Canada Inc. | 3,013 | $5.69K | 0.00% | +1,975+190.3% | Added |
| Indiana Trust & Investment Management CO | 3,850 | $6.04K | 0.00% | +3,850 | New |
| VisionPoint Advisory Group, LLC | 3,897 | $6.12K | 0.00% | +3,815+4,652.4% | Added |
| Global Retirement Partners, LLC | 5,567 | $7.91K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,113 | $8.03K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,500 | $9.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,623 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,653 | $15.2K | 0.00% | +200+2.1% | Added |