Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 501 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
15,739
shares
|
$70,353
0.36% of portfolio
|
Q3 2022
Reduced 63.54%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
15,683
shares
|
$70,103
0.0% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
15,543
shares
|
$69,477
0.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
15,434
shares
|
$68,989
0.01% of portfolio
|
Q2 2025
Reduced 95.14%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
15,400
shares
|
$68,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
14,820
shares
|
$66,245
0.0% of portfolio
|
Q2 2023
Reduced 88.93%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
14,648
shares
|
$65,476
0.0% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
14,479
shares
|
$64,721
0.0% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
14,294
shares
|
$63,894
0.01% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
14,152
shares
|
$63,259
0.0% of portfolio
|
Q2 2025
Reduced 49.34%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
14,098
shares
|
$63,018
0.0% of portfolio
|
Q2 2025
Added 36.38%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
13,902
shares
|
$62,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
13,343
shares
|
$59,643
0.02% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
13,250
shares
|
$59,227
0.0% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
13,150
shares
|
$58,780
0.0% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
13,000
shares
|
$58,110
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
12,569
shares
|
$56,183
0.0% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Hedeker Wealth, LLC
|
Aug 08, 2025 Q2 2025 |
12,506
shares
|
$55,901
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
12,463
shares
|
$55,709
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
12,252
shares
|
$54,766
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
12,211
shares
|
$54,583
0.0% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
12,023
shares
|
$53,742
0.01% of portfolio
|
Q4 2024
Added 18.77%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,866
shares
|
$53,041
0.0% of portfolio
|
Q2 2025
Reduced 97.28%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
11,842
shares
|
$52,933
0.0% of portfolio
|
Q2 2025
Reduced 78.4%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,662
shares
|
$52,129
0.01% of portfolio
|
Q2 2025
New holding
|