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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
50
shares
|
$250
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
50
shares
|
$250
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
50
shares
|
$250
0.0% of portfolio
|
Q1 2025
Reduced 59.35%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
50
shares
|
$250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
50
shares
|
$250
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
46
shares
|
$230
0.0% of portfolio
|
Q3 2023
Added 187.5%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
44
shares
|
$220
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
38
shares
|
$190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
35
shares
|
$175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
33
shares
|
$165
0.0% of portfolio
|
Q2 2025
Added 560.0%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
30
shares
|
$150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
30
shares
|
$150
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
29
shares
|
$145
0.0% of portfolio
|
Q1 2025
Reduced 97.18%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
27
shares
|
$135
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$125
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
25
shares
|
$125
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
25
shares
|
$125
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
23
shares
|
$115
0.0% of portfolio
|
Q4 2024
Reduced 95.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
22
shares
|
$110
0.0% of portfolio
|
Q2 2023
Reduced 94.79%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
20
shares
|
$100
0.0% of portfolio
|
Q1 2024
Reduced 90.91%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
16
shares
|
$80
0.0% of portfolio
|
Q1 2025
Reduced 75.76%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
15
shares
|
$75
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
15
shares
|
$75
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
10
shares
|
$50
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
10
shares
|
$50
0.0% of portfolio
|
Q4 2021
Added 25.0%
|