Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 542 institutions that hold shares in the stock, with a total of 390 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,262
shares
|
$7,773
0.01% of portfolio
|
Q1 2024
Added 31.19%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,225
shares
|
$7,546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,209
shares
|
$7,447
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,200
shares
|
$7,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,200
shares
|
$7,392
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,187
shares
|
$7,311
0.0% of portfolio
|
Q4 2022
Reduced 20.71%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,070
shares
|
$6,591
0.0% of portfolio
|
Q1 2023
Reduced 1.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,047
shares
|
$6,449
0.0% of portfolio
|
Q3 2025
Added 43.82%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
1,011
shares
|
$6,227
0.0% of portfolio
|
Q3 2025
Added 237.0%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,010
shares
|
$6,221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$6,160
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$6,160
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
1,000
shares
|
$6,160
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$6,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$6,160
0.0% of portfolio
|
Q3 2025
Added 233.33%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
950
shares
|
$5,852
0.0% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
828
shares
|
$5,100
0.0% of portfolio
|
Q3 2025
Added 53.33%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
800
shares
|
$4,928
0.0% of portfolio
|
Q1 2021
Reduced 59.6%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
733
shares
|
$4,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
705
shares
|
$4,342
0.0% of portfolio
|
Q3 2025
Added 17.5%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
690
shares
|
$4,250
0.0% of portfolio
|
Q3 2025
Added 1280.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
677
shares
|
$4,170
0.0% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
646
shares
|
$3,979
0.0% of portfolio
|
Q3 2022
Added 20.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
641
shares
|
$3,948
0.0% of portfolio
|
Q3 2025
Reduced 18.96%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
606
shares
|
$3,732
0.0% of portfolio
|
Q3 2025
Added 621.43%
|
|