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 |
|---|---|---|---|---|---|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
1,599
shares
|
$8,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,466
shares
|
$7,344
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,384
shares
|
$6,933
0.0% of portfolio
|
Q1 2025
Reduced 54.56%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,315
shares
|
$6,588
0.0% of portfolio
|
Q2 2023
Added 9.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,290
shares
|
$6,462
0.0% of portfolio
|
Q1 2025
Added 54.68%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,262
shares
|
$6,322
0.0% of portfolio
|
Q1 2024
Added 31.19%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,225
shares
|
$6,137
0.0% of portfolio
|
Q1 2025
Added 444.44%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$6,012
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,200
shares
|
$6,012
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,199
shares
|
$6,006
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,188
shares
|
$5,951
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,187
shares
|
$5,946
0.0% of portfolio
|
Q4 2022
Reduced 20.71%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,070
shares
|
$5,360
0.0% of portfolio
|
Q1 2023
Reduced 1.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,070
shares
|
$5,360
0.0% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,033
shares
|
$5,175
0.0% of portfolio
|
Q4 2024
Reduced 55.97%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,030
shares
|
$5,160
0.0% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,000
shares
|
$5,010
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$5,010
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$5,010
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,000
shares
|
$5,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
979
shares
|
$4,904
0.0% of portfolio
|
Q2 2025
Reduced 59.58%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
950
shares
|
$4,759
0.0% of portfolio
|
Q1 2023
Reduced 9.52%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
942
shares
|
$4,719
0.0% of portfolio
|
Q4 2024
Added 26.95%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
900
shares
|
$4,509
0.0% of portfolio
|
Q2 2024
Added 22.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
826
shares
|
$4,138
0.0% of portfolio
|
Q1 2025
Added 120.86%
|