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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$616
0.0% of portfolio
|
Q3 2025
Reduced 90.29%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
100
shares
|
$616
0.0% of portfolio
|
Q1 2024
Reduced 32.43%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$616
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
95
shares
|
$585
0.0% of portfolio
|
Q3 2025
Reduced 58.7%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
89
shares
|
$548
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
86
shares
|
$529
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
85
shares
|
$523
0.0% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
80
shares
|
$492
0.0% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
73
shares
|
$449
0.0% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
67
shares
|
$412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
50
shares
|
$308
0.0% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
50
shares
|
$308
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
50
shares
|
$308
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
50
shares
|
$308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
50
shares
|
$308
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
50
shares
|
$308
0.0% of portfolio
|
Q3 2025
Reduced 59.35%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
50
shares
|
$308
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
44
shares
|
$271
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
43
shares
|
$264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
36
shares
|
$221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
35
shares
|
$215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
34
shares
|
$209
0.0% of portfolio
|
Q3 2025
Added 3300.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
33
shares
|
$203
0.0% of portfolio
|
Q2 2025
Added 560.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
30
shares
|
$184
0.0% of portfolio
|
Q4 2021
New holding
|
|