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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
410
shares
|
$2,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$2,004
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$2,004
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
400
shares
|
$2,004
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
400
shares
|
$2,004
0.0% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
396
shares
|
$1,983
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
357
shares
|
$1,788
0.0% of portfolio
|
Q3 2024
Added 335.37%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
317
shares
|
$1,588
0.0% of portfolio
|
Q2 2022
Reduced 23.98%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
310
shares
|
$1,553
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
306
shares
|
$1,533
0.0% of portfolio
|
Q2 2024
Added 48.54%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
301
shares
|
$1,508
0.0% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
300
shares
|
$1,503
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$1,503
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
288
shares
|
$1,442
0.0% of portfolio
|
Q1 2024
Added 53.19%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
277
shares
|
$1,387
0.0% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
275
shares
|
$1,377
0.0% of portfolio
|
Q2 2024
Reduced 42.11%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
273
shares
|
$1,367
0.0% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
255
shares
|
$1,277
0.0% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
252
shares
|
$1,262
0.0% of portfolio
|
Q4 2024
Reduced 58.14%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
250
shares
|
$1,252
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
250
shares
|
$1,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
250
shares
|
$1,252
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
250
shares
|
$1,252
0.0% of portfolio
|
Q1 2022
Reduced 44.44%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
245
shares
|
$1,227
0.0% of portfolio
|
Q2 2021
Added 3.39%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
243
shares
|
$1,217
0.0% of portfolio
|
Q2 2022
Added 48.17%
|