Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 530 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 $913 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
180
shares
|
$685
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
177
shares
|
$674
0.0% of portfolio
|
Q1 2024
Reduced 83.89%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
175
shares
|
$666
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
173
shares
|
$659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
165
shares
|
$628
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
160
shares
|
$609
0.0% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
158
shares
|
$601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
156
shares
|
$594
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
156
shares
|
$594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
155
shares
|
$590
0.0% of portfolio
|
Q3 2024
Added 933.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
150
shares
|
$571
0.0% of portfolio
|
Q2 2022
Added 233.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
137
shares
|
$521
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
135
shares
|
$514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
132
shares
|
$502
0.0% of portfolio
|
Q3 2024
Added 2100.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
125
shares
|
$476
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
123
shares
|
$468
0.0% of portfolio
|
Q3 2024
Added 146.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
115
shares
|
$438
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
115
shares
|
$438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
113
shares
|
$430
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
101
shares
|
$384
0.0% of portfolio
|
Q3 2022
Reduced 33.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
100
shares
|
$381
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
100
shares
|
$381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$381
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
100
shares
|
$381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
100
shares
|
$381
0.0% of portfolio
|
Q4 2024
New holding
|