Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 531 institutions that hold shares in the stock, with a total of 240 Million shares, which have been reported (via 13F filing form) to have a value of $845 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
2,600
shares
|
$9,152
0.0% of portfolio
|
Q1 2023
Added 5.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,588
shares
|
$9,109
0.0% of portfolio
|
Q4 2024
Reduced 58.34%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
2,100
shares
|
$7,392
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$7,040
0.0% of portfolio
|
Q3 2022
Added 100.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,000
shares
|
$7,040
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,890
shares
|
$6,652
0.0% of portfolio
|
Q4 2020
Reduced 47.35%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,890
shares
|
$6,652
0.0% of portfolio
|
Q4 2020
Reduced 47.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,815
shares
|
$6,388
0.0% of portfolio
|
Q4 2024
Added 433.82%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,655
shares
|
$5,825
0.0% of portfolio
|
Q4 2024
Added 67.85%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,615
shares
|
$5,684
0.0% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,455
shares
|
$5,121
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,455
shares
|
$5,121
0.0% of portfolio
|
Q4 2024
Reduced 95.96%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1,454
shares
|
$5,118
0.0% of portfolio
|
Q4 2023
Added 35.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,392
shares
|
$4,899
0.0% of portfolio
|
Q2 2024
Added 456.8%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,315
shares
|
$4,628
0.0% of portfolio
|
Q2 2023
Added 9.58%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,262
shares
|
$4,442
0.0% of portfolio
|
Q1 2024
Added 31.19%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
1,225
shares
|
$4,312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,200
shares
|
$4,224
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,188
shares
|
$4,181
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,187
shares
|
$4,178
0.0% of portfolio
|
Q4 2022
Reduced 20.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,145
shares
|
$4,030
0.0% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,134
shares
|
$3,991
0.0% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,100
shares
|
$3,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,070
shares
|
$3,766
0.0% of portfolio
|
Q1 2023
Reduced 1.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,033
shares
|
$3,636
0.0% of portfolio
|
Q4 2024
Reduced 55.97%
|