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Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in Nikola Corp as of Mar 31, 2024. 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
290
+16 vs. Q4 2023
Shares held
434.3M
−15.6M (−3.5%) vs. Q4 2023
Total value
$452.7M
+$59.6M (+15.2%) vs. Q4 2023
New holders
49
91 more added
Sold out
33
58 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 290 institutions
Q1 2021: 242 institutionsQ2 2021: 252 institutionsQ3 2021: 253 institutionsQ4 2021: 282 institutionsQ1 2022: 274 institutionsQ2 2022: 259 institutionsQ3 2022: 261 institutionsQ4 2022: 265 institutionsQ1 2023: 253 institutionsQ2 2023: 259 institutionsQ3 2023: 279 institutionsQ4 2023: 278 institutionsQ1 2024: 290 institutionsQ2 2024: 161 institutionsQ3 2024: 158 institutionsQ4 2024: 161 institutionsQ1 2025: 23 institutionsQ2 2025: 9 institutionsQ3 2025: 6 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2024: $452.7M
Q1 2021: $1.08BQ2 2021: $1.65BQ3 2021: $1.14BQ4 2021: $1.08BQ1 2022: $1.19BQ2 2022: $584.4MQ3 2022: $462.0MQ4 2022: $310.2MQ1 2023: $262.4MQ2 2023: $330.3MQ3 2023: $439.8MQ4 2023: $393.1MQ1 2024: $452.7MQ2 2024: $112.1MQ3 2024: $67.4MQ4 2024: $31.5MQ1 2025: $24.1KQ2 2025: $7.00KQ3 2025: $6.00KQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding NKLA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20256$6.00K
Q2 20259$7.00K
Q1 202523$24.1K
Q4 2024161$31.5M
Q3 2024158$67.4M
Q2 2024161$112.1M
Q1 2024290$452.7M
Q4 2023278$393.1M
Q3 2023279$439.8M
Q2 2023259$330.3M
Q1 2023253$262.4M
Q4 2022265$310.2M
Q3 2022261$462.0M
Q2 2022259$584.4M
Q1 2022274$1.19B
Q4 2021282$1.08B
Q3 2021253$1.14B
Q2 2021252$1.65B
Q1 2021242$1.08B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Nikola Corp; share changes are against Q4 2023.

Institutions holding NKLA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hantz Financial Services, Inc.44$00.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.155$00.00%00.0%Unchanged
Asset Dedication, LLC220$00.00%00.0%Unchanged
Financial Management Professionals, Inc.50$00.00%00.0%Unchanged
Roble, Belko & Company, Inc1$00.00%00.0%Unchanged
Covestor Ltd35$00.00%−62−63.9%Reduced
Coston, McIsaac & Partners75$00.00%00.0%Unchanged
Tortoise Investment Management, LLC2$20.00%00.0%Unchanged
CVA Family Office, LLC2$20.00%00.0%Unchanged
Bear Mountain Capital, Inc.3$20.00%00.0%Unchanged
LRI Investments, LLC2$20.00%+2New
Hollencrest Capital Management6$60.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$60.00%00.0%Unchanged
First Command Advisory Services, Inc.6$60.00%+6New
Mark Sheptoff Financial Planning, LLC10$100.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC15$160.00%+15New
SJS Investment Consulting Inc.24$250.00%00.0%Unchanged
St. Johns Investment Management Company, LLC25$260.00%00.0%Unchanged
MB, Levis & Associates, LLC38$400.00%00.0%Unchanged
McIlrath & Eck, LLC40$420.00%00.0%Unchanged
Frazier Financial Advisors, LLC48$500.00%00.0%Unchanged
Trust Co60$620.00%00.0%Unchanged
Prestige Wealth Management Group LLC65$680.00%00.0%Unchanged
Farther Finance Advisors, LLC95$980.00%00.0%Unchanged
Salomon & Ludwin, LLC100$1040.00%00.0%Unchanged
Northwest Capital Management Inc100$1040.00%00.0%Unchanged
Larson Financial Group LLC100$1040.00%00.0%Unchanged
Key Financial Inc100$1040.00%00.0%Unchanged
Russell Investments Group, Ltd.113$1180.00%00.0%Unchanged
Baldwin Brothers Inc118$1230.00%00.0%Unchanged
Cedar Mountain Advisors, LLC118$1230.00%00.0%Unchanged
Johnson Financial Group, Inc.120$1250.00%00.0%Unchanged
Financial Perspectives, Inc125$1300.00%00.0%Unchanged
Abound Wealth Management183$1910.00%+183New
First Horizon Advisors, Inc.190$1970.00%+44+30.1%Added
Umb Bank N A200$2080.00%00.0%Unchanged
Archer Investment Corp200$2080.00%00.0%Unchanged
First Pacific Financial200$2080.00%00.0%Unchanged
Parallel Advisors, LLC200$2080.00%+40+25.0%Added
Hexagon Capital Partners LLC203$2110.00%+1+0.5%Added
Fifth Third Bancorp240$2500.00%00.0%Unchanged
Clear Point Advisors Inc.250$2600.00%00.0%Unchanged
Principal Securities, Inc.270$2810.00%00.0%Unchanged
VisionPoint Advisory Group, LLC292$3040.00%−3,603−92.5%Reduced
Oakworth Capital, Inc.387$4020.00%00.0%Unchanged
Proequities, Inc.418$4340.00%00.0%Unchanged
Naples Money Management LLC417$4340.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC424$4400.00%+118+38.6%Added
Beaird Harris Wealth Management, LLC443$4610.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC450$4680.00%00.0%Unchanged
American National Bank500$5200.00%−100−16.7%Reduced
Stephens Consulting, LLC500$5200.00%00.0%Unchanged
North Star Investment Management Corp.500$5200.00%00.0%Unchanged
AdvisorNet Financial, Inc500$5200.00%00.0%Unchanged
CNB Bank500$5200.00%00.0%Unchanged
Signaturefd, LLC571$5940.00%00.0%Unchanged
HighMark Wealth Management LLC600$6240.00%00.0%Unchanged
ICA Group Wealth Management, LLC660$6860.00%−4,500−87.2%Reduced
Blue Bell Private Wealth Management, LLC700$7280.00%00.0%Unchanged
Nisa Investment Advisors, LLC831$8640.00%+831New
Allworth Financial LP833$8670.00%−1,500−64.3%Reduced
EverSource Wealth Advisors, LLC1,475$9150.00%00.0%Unchanged
CWM, LLC1,409$1.00K0.00%+874+163.4%Added
Beacon Capital Management, LLC964$1.00K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)1,000$1.04K0.00%00.0%Unchanged
Providence Capital Advisors, LLC1,000$1.04K0.00%00.0%Unchanged
Mendota Financial Group, LLC1,000$1.04K0.00%00.0%Unchanged
Jones Financial Companies LLLP1,000$1.04K0.00%+1,000New
Hoey Investments, Inc1,000$1.04K0.00%+1,000New
Hilltop National Bank1,000$1.04K0.00%+1,000New
Chilton Capital Management LLC1,001$1.04K0.00%+1,001New
Rosenberg Matthew Hamilton1,036$1.07K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.1,700$1.12K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,160$1.21K0.00%+53+4.8%Added
TD Waterhouse Canada Inc.1,013$1.29K0.00%−400−28.3%Reduced
Addison Advisors LLC1,250$1.30K0.00%00.0%Unchanged
Mather Group, LLC.1,500$1.31K0.00%+1,500New
Old Point Trust & Financial Services N A1,329$1.38K0.00%+1,329New
Center for Financial Planning, Inc.1,349$1.40K0.00%+349+34.9%Added
Sugarloaf Wealth Management, LLC1,425$1.48K0.00%00.0%Unchanged
IFP Advisors, Inc1,741$1.81K0.00%+877+101.5%Added
Colonial Trust Advisors2,000$2.08K0.00%00.0%Unchanged
City Holding Co2,100$2.16K0.00%00.0%Unchanged
Advisors Asset Management, Inc.2,310$2.40K0.00%−7,593−76.7%Reduced
GWM Advisors LLC2,912$3.03K0.00%−350−10.7%Reduced
Ronald Blue Trust, Inc.3,000$3.12K0.00%+1,000+50.0%Added
SOA Wealth Advisors, LLC.3,000$3.12K0.00%00.0%Unchanged
Castleview Partners, LLC3,455$3.59K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.3,480$3.62K0.00%+230+7.1%Added
ZRC Wealth Management, LLC3,500$3.64K0.00%00.0%Unchanged
Atticus Wealth Management, LLC3,795$3.95K0.00%+2,775+272.1%Added
Indiana Trust & Investment Management CO3,850$4.00K0.00%00.0%Unchanged
US Bancorp6,533$6.79K0.00%−1,223−15.8%Reduced
Fortitude Family Office, LLC6,550$6.81K0.00%+6,550New
Global Retirement Partners, LLC7,140$7.43K0.00%+1,573+28.3%Added
The PNC Financial Services Group, Inc.7,244$7.53K0.00%+644+9.8%Added
CIBC Private Wealth Group, LLC7,333$7.55K0.00%+7,333New
Walleye Capital LLC7,660$7.97K0.00%+7,660New
Cutler Group LP8,078$8.00K0.00%−110,427−93.2%Reduced
Cary Street Partner Investment Advisory LLC10,000$10.4K0.00%−8−0.1%Reduced