Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 511 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,431
shares
|
$57,269
0.0% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
11,247
shares
|
$56,347
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
11,013
shares
|
$55,175
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
May 15, 2025 Q1 2025 |
10,972
shares
|
$54,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
10,968
shares
|
$54,949
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,703
shares
|
$53,622
0.0% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,651
shares
|
$53,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
10,428
shares
|
$52,244
0.01% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
10,421
shares
|
$52,209
0.0% of portfolio
|
Q1 2025
Reduced 91.35%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
10,337
shares
|
$51,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
10,250
shares
|
$51,352
0.0% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
10,235
shares
|
$51,277
0.04% of portfolio
|
Q3 2022
Reduced 0.12%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
10,030
shares
|
$50,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10,000
shares
|
$50,100
0.05% of portfolio
|
Q1 2023
Reduced 25.93%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
10,000
shares
|
$50,100
0.01% of portfolio
|
Q2 2023
Added 13788.89%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
8,000
shares
|
$40,080
0.0% of portfolio
|
Q1 2025
Added 207.69%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
7,161
shares
|
$35,876
0.01% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,928
shares
|
$34,709
0.0% of portfolio
|
Q2 2025
Reduced 55.82%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
5,900
shares
|
$29,559
0.01% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,716
shares
|
$28,637
0.01% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5,000
shares
|
$25,050
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
4,724
shares
|
$23,667
0.07% of portfolio
|
Q2 2022
Reduced 55.77%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,565
shares
|
$22,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,200
shares
|
$21,042
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,518
shares
|
$17,625
0.0% of portfolio
|
Q1 2025
Reduced 34.39%
|