Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 546 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
638
shares
|
$3,930
0.0% of portfolio
|
Q4 2025
Added 328.19%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
623
shares
|
$3,837
0.0% of portfolio
|
Q2 2025
Added 486.72%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
606
shares
|
$3,732
0.0% of portfolio
|
Q3 2025
Added 621.43%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
595
shares
|
$3,665
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
543
shares
|
$3,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
530
shares
|
$3,264
0.0% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
522
shares
|
$3,215
0.0% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
502
shares
|
$3,092
0.0% of portfolio
|
Q4 2022
Reduced 30.47%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$3,080
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
500
shares
|
$3,080
0.0% of portfolio
|
Q4 2021
Added 127.27%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
500
shares
|
$3,080
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
500
shares
|
$3,080
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
500
shares
|
$3,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
469
shares
|
$2,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
460
shares
|
$2,833
0.0% of portfolio
|
Q2 2022
Reduced 75.05%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
459
shares
|
$2,827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
436
shares
|
$2,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
429
shares
|
$2,642
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
425
shares
|
$2,618
0.0% of portfolio
|
Q3 2025
Reduced 32.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
425
shares
|
$2,618
0.0% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
416
shares
|
$2,562
0.0% of portfolio
|
Q4 2025
Reduced 77.08%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
400
shares
|
$2,464
0.0% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$2,464
0.0% of portfolio
|
Q1 2023
New holding
|
|