Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 529 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $912 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
22,250
shares
|
$84,772
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
22,000
shares
|
$83,820
0.04% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
21,653
shares
|
$82,497
0.0% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
21,499
shares
|
$81,911
0.0% of portfolio
|
Q4 2024
Added 348.08%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
21,274
shares
|
$81,053
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
21,231
shares
|
$80,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
20,741
shares
|
$79,023
0.0% of portfolio
|
Q4 2024
Reduced 54.99%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
20,423
shares
|
$77,811
0.01% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
20,155
shares
|
$76,790
0.04% of portfolio
|
Q2 2023
Added 11.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
19,917
shares
|
$75,883
0.0% of portfolio
|
Q4 2024
Reduced 43.26%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
19,742
shares
|
$75,217
0.0% of portfolio
|
Q4 2024
Added 37.14%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
19,186
shares
|
$73,098
0.03% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
19,087
shares
|
$72,721
0.01% of portfolio
|
Q4 2024
Reduced 37.88%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
18,570
shares
|
$70,751
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
18,223
shares
|
$69,429
0.04% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
18,155
shares
|
$69,170
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
17,556
shares
|
$66,888
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
17,371
shares
|
$66,183
0.0% of portfolio
|
Q4 2024
Reduced 89.03%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,811
shares
|
$64,049
0.01% of portfolio
|
Q2 2023
Added 0.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
16,514
shares
|
$62,918
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Deep Currents Investment Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,503
shares
|
$62,876
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
16,486
shares
|
$62,811
0.0% of portfolio
|
Q4 2024
Added 20.35%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
16,418
shares
|
$62,552
0.01% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
16,081
shares
|
$61,268
0.0% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
15,739
shares
|
$59,965
0.36% of portfolio
|
Q3 2022
Reduced 63.54%
|