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 |
|---|---|---|---|---|---|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
800
shares
|
$4,008
0.0% of portfolio
|
Q1 2021
Reduced 59.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
793
shares
|
$3,972
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
723
shares
|
$3,622
0.0% of portfolio
|
Q1 2025
Added 54.16%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
684
shares
|
$3,426
0.0% of portfolio
|
Q1 2025
Reduced 36.9%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
647
shares
|
$3,241
0.0% of portfolio
|
Q1 2025
Added 132.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
646
shares
|
$3,236
0.0% of portfolio
|
Q3 2022
Added 20.52%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
627
shares
|
$3,141
0.0% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
600
shares
|
$3,006
0.0% of portfolio
|
Q4 2023
Reduced 45.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
584
shares
|
$2,925
0.0% of portfolio
|
Q2 2024
Reduced 34.01%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
570
shares
|
$2,855
0.0% of portfolio
|
Q1 2025
Reduced 16.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
540
shares
|
$2,705
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
502
shares
|
$2,515
0.0% of portfolio
|
Q4 2022
Reduced 30.47%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$2,505
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$2,505
0.0% of portfolio
|
Q4 2021
Added 127.27%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
500
shares
|
$2,505
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$2,505
0.0% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
500
shares
|
$2,505
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
460
shares
|
$2,304
0.0% of portfolio
|
Q2 2022
Reduced 75.05%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
458
shares
|
$2,294
0.0% of portfolio
|
Q4 2024
Reduced 45.15%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
450
shares
|
$2,254
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
446
shares
|
$2,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
436
shares
|
$2,184
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
430
shares
|
$2,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
429
shares
|
$2,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
425
shares
|
$2,129
0.0% of portfolio
|
Q4 2024
Reduced 29.87%
|