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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
137
shares
|
$686
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
135
shares
|
$676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
132
shares
|
$661
0.0% of portfolio
|
Q3 2024
Added 2100.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
125
shares
|
$626
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
119
shares
|
$596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
119
shares
|
$596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Weiss Asset Management LP
Boston, MA |
May 15, 2025 Q1 2025 |
115
shares
|
$576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
115
shares
|
$576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
113
shares
|
$566
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
105
shares
|
$526
0.0% of portfolio
|
Q2 2025
Added 31.25%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
101
shares
|
$506
0.0% of portfolio
|
Q3 2022
Reduced 33.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
100
shares
|
$501
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$501
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
100
shares
|
$501
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
100
shares
|
$501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
100
shares
|
$501
0.0% of portfolio
|
Q1 2024
Reduced 32.43%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
100
shares
|
$501
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
100
shares
|
$501
0.0% of portfolio
|
Q1 2024
Reduced 73.4%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
98
shares
|
$490
0.0% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
86
shares
|
$430
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
76
shares
|
$380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
73
shares
|
$365
0.0% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
73
shares
|
$365
0.0% of portfolio
|
Q1 2025
Reduced 57.8%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
67
shares
|
$335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
50
shares
|
$250
0.0% of portfolio
|
Q1 2025
New holding
|