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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
300
shares
|
$1,056
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
288
shares
|
$1,013
0.0% of portfolio
|
Q1 2024
Added 53.19%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
278
shares
|
$978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
275
shares
|
$968
0.0% of portfolio
|
Q2 2024
Reduced 42.11%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
252
shares
|
$887
0.0% of portfolio
|
Q4 2024
Reduced 58.14%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
250
shares
|
$880
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
250
shares
|
$880
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
250
shares
|
$880
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
250
shares
|
$880
0.0% of portfolio
|
Q1 2022
Reduced 44.44%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
250
shares
|
$880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
245
shares
|
$862
0.0% of portfolio
|
Q2 2021
Added 3.39%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
243
shares
|
$855
0.0% of portfolio
|
Q2 2022
Added 48.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
237
shares
|
$834
0.0% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Stance Capital LLC
Boston, MA |
Apr 14, 2025 Q4 2024 |
235
shares
|
$827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
225
shares
|
$792
0.0% of portfolio
|
Q4 2024
Reduced 36.62%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
224
shares
|
$788
0.0% of portfolio
|
Q2 2023
Reduced 63.81%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
212
shares
|
$746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
212
shares
|
$746
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
212
shares
|
$746
0.0% of portfolio
|
Q2 2024
Reduced 72.4%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
207
shares
|
$728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
205
shares
|
$721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
200
shares
|
$704
0.0% of portfolio
|
Q1 2024
Reduced 55.56%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$704
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
200
shares
|
$704
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
200
shares
|
$704
0.0% of portfolio
|
Q1 2021
New holding
|