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 |
|---|---|---|---|---|---|
| Avion Wealth | 2,049 | $3.00K | 0.00% | +747+57.4% | Added |
| Lindbrook Capital, LLC | 1,707 | $2.68K | 0.00% | +397+30.3% | Added |
| EverSource Wealth Advisors, LLC | 1,475 | $2.32K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,425 | $2.24K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,250 | $1.96K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,105 | $1.74K | 0.00% | +534+93.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,051 | $1.65K | 0.00% | −84−7.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,036 | $1.63K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,020 | $1.60K | 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 |
| Beacon Capital Management, LLC | 964 | $1.33K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 790 | $1.24K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 860 | $1.19K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 642 | $1.01K | 0.00% | +204+46.6% | Added |
| CWM, LLC | 422 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 616 | $967 | 0.00% | −61,003−99.0% | Reduced |
| HighMark Wealth Management LLC | 600 | $942 | 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 |
| Geneos Wealth Management Inc. | 472 | $741 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 450 | $707 | 0.00% | +450 | New |
| Beaird Harris Wealth Management, LLC | 443 | $696 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 387 | $608 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 323 | $507 | 0.00% | −19,307−98.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 306 | $480 | 0.00% | +300+5,000.0% | Added |
| Provence Wealth Management Group | 250 | $393 | 0.00% | +250 | New |
| Fifth Third Bancorp | 240 | $377 | 0.00% | +240 | New |
| Hexagon Capital Partners LLC | 202 | $317 | 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 |
| Sunbelt Securities, Inc. | 164 | $257 | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 150 | $236 | 0.00% | +150 | New |
| Bay Harbor Wealth Management, LLC | 150 | $235 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 146 | $229 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $196 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 120 | $189 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 118 | $185 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 118 | $185 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 113 | $177 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 113 | $177 | 0.00% | −100−46.9% | Reduced |
| 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 |
| Prestige Wealth Management Group LLC | 65 | $103 | 0.00% | 00.0% | Unchanged |
| Trust Co | 60 | $94 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $87 | 0.00% | +55 | New |
| Global Wealth Management Investment Advisory, Inc. | 42 | $66 | 0.00% | −2−4.5% | Reduced |
| McIlrath & Eck, LLC | 40 | $63 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 38 | $60 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 18 | $39 | 0.00% | +8+80.0% | Added |
| SJS Investment Consulting Inc. | 24 | $38 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 20 | $31 | 0.00% | +10+100.0% | Added |
| 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 |
| Mark Sheptoff Financial Planning, LLC | 10 | $16 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $9 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $3 | 0.00% | 00.0% | Unchanged |
| 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 |
| Bank of Montreal | 370,232 | – | – | +45,008+13.8% | Added |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −1,540,584−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −339,688−100.0% | Sold out |
| Teramo Advisors, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −128,700−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −57,404−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −40,609−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −25,150−100.0% | Sold out |
| Antara Capital LP | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −23,236−100.0% | Sold out |
| Bullseye Investment Management, LLC | 0 | $0 | 0.00% | −20,391−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,258−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −13,144−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −12,567−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,760−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −6,545−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −5,185−100.0% | Sold out |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |