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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nikola Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 3,480 | $3.62K | 0.00% | +230+7.1% | Added |
| Castleview Partners, LLC | 3,455 | $3.59K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,000 | $3.12K | 0.00% | +1,000+50.0% | Added |
| SOA Wealth Advisors, LLC. | 3,000 | $3.12K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,912 | $3.03K | 0.00% | −350−10.7% | Reduced |
| Advisors Asset Management, Inc. | 2,310 | $2.40K | 0.00% | −7,593−76.7% | Reduced |
| City Holding Co | 2,100 | $2.16K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $2.08K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,741 | $1.81K | 0.00% | +877+101.5% | Added |
| Sugarloaf Wealth Management, LLC | 1,425 | $1.48K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,349 | $1.40K | 0.00% | +349+34.9% | Added |
| Old Point Trust & Financial Services N A | 1,329 | $1.38K | 0.00% | +1,329 | New |
| Mather Group, LLC. | 1,500 | $1.31K | 0.00% | +1,500 | New |
| Addison Advisors LLC | 1,250 | $1.30K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,013 | $1.29K | 0.00% | −400−28.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,160 | $1.21K | 0.00% | +53+4.8% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,700 | $1.12K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,036 | $1.07K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,001 | $1.04K | 0.00% | +1,001 | New |
| Cypress Capital Management LLC (WY) | 1,000 | $1.04K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,000 | $1.04K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,000 | $1.04K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,000 | $1.04K | 0.00% | +1,000 | New |
| Hoey Investments, Inc | 1,000 | $1.04K | 0.00% | +1,000 | New |
| Hilltop National Bank | 1,000 | $1.04K | 0.00% | +1,000 | New |
| Beacon Capital Management, LLC | 964 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,409 | $1.00K | 0.00% | +874+163.4% | Added |
| EverSource Wealth Advisors, LLC | 1,475 | $915 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 833 | $867 | 0.00% | −1,500−64.3% | Reduced |
| Nisa Investment Advisors, LLC | 831 | $864 | 0.00% | +831 | New |
| Blue Bell Private Wealth Management, LLC | 700 | $728 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 660 | $686 | 0.00% | −4,500−87.2% | Reduced |
| HighMark Wealth Management LLC | 600 | $624 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 571 | $594 | 0.00% | 00.0% | Unchanged |
| American National Bank | 500 | $520 | 0.00% | −100−16.7% | Reduced |
| Stephens Consulting, LLC | 500 | $520 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $520 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $520 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $520 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 450 | $468 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 443 | $461 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 424 | $440 | 0.00% | +118+38.6% | Added |
| Proequities, Inc. | 418 | $434 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 417 | $434 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 387 | $402 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 292 | $304 | 0.00% | −3,603−92.5% | Reduced |
| Principal Securities, Inc. | 270 | $281 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 250 | $260 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 240 | $250 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 203 | $211 | 0.00% | +1+0.5% | Added |
| Umb Bank N A | 200 | $208 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $208 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 200 | $208 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 200 | $208 | 0.00% | +40+25.0% | Added |
| First Horizon Advisors, Inc. | 190 | $197 | 0.00% | +44+30.1% | Added |
| Abound Wealth Management | 183 | $191 | 0.00% | +183 | New |
| Financial Perspectives, Inc | 125 | $130 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 120 | $125 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 118 | $123 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 118 | $123 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 113 | $118 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100 | $104 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $104 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $104 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $104 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 95 | $98 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $68 | 0.00% | 00.0% | Unchanged |
| Trust Co | 60 | $62 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 48 | $50 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $42 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 38 | $40 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $26 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $25 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 15 | $16 | 0.00% | +15 | New |
| Mark Sheptoff Financial Planning, LLC | 10 | $10 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $6 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $6 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6 | $6 | 0.00% | +6 | New |
| Tortoise Investment Management, LLC | 2 | $2 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $2 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 3 | $2 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $2 | 0.00% | +2 | New |
| 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 |
| Financial Management Professionals, Inc. | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $0 | 0.00% | −62−63.9% | Reduced |
| Coston, McIsaac & Partners | 75 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 11,575 | – | – | −252,443−95.6% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −32,384,622−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −9,987,899−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −4,160,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −283,514−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −220,876−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −113,571−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −97,072−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −34,001−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −31,582−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −28,540−100.0% | Sold out |