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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
324
shares
|
$1,995
0.0% of portfolio
|
Q3 2025
Added 27.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
324
shares
|
$1,995
0.0% of portfolio
|
Q3 2025
Reduced 44.52%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
317
shares
|
$1,952
0.0% of portfolio
|
Q2 2022
Reduced 23.98%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
312
shares
|
$1,921
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
301
shares
|
$1,854
0.0% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
288
shares
|
$1,774
0.0% of portfolio
|
Q1 2024
Added 53.19%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
277
shares
|
$1,706
0.0% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
275
shares
|
$1,694
0.0% of portfolio
|
Q2 2024
Reduced 42.11%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
262
shares
|
$1,613
0.0% of portfolio
|
Q2 2025
Added 98.48%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
252
shares
|
$1,552
0.0% of portfolio
|
Q4 2024
Reduced 58.14%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
250
shares
|
$1,540
0.0% of portfolio
|
Q1 2022
Reduced 44.44%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
250
shares
|
$1,540
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
250
shares
|
$1,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
250
shares
|
$1,540
0.0% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
250
shares
|
$1,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
245
shares
|
$1,509
0.0% of portfolio
|
Q2 2021
Added 3.39%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
243
shares
|
$1,496
0.0% of portfolio
|
Q2 2022
Added 48.17%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
237
shares
|
$1,459
0.0% of portfolio
|
Q3 2025
Reduced 63.43%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
235
shares
|
$1,447
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
225
shares
|
$1,386
0.0% of portfolio
|
Q2 2025
Reduced 81.63%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
212
shares
|
$1,305
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
212
shares
|
$1,305
0.0% of portfolio
|
Q1 2025
Reduced 85.42%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
207
shares
|
$1,275
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
200
shares
|
$1,232
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
200
shares
|
$1,232
0.0% of portfolio
|
Q1 2021
New holding
|
|