Institutional Ownership Nio Inc. (NIO)
This table provides information about the institutional ownership of Nio Inc. (NIO). We have compiled data on the 541 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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
30
shares
|
$184
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
29
shares
|
$178
0.0% of portfolio
|
Q1 2025
Reduced 97.18%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
25
shares
|
$154
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
25
shares
|
$154
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
25
shares
|
$154
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
23
shares
|
$141
0.0% of portfolio
|
Q4 2024
Reduced 95.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
22
shares
|
$135
0.0% of portfolio
|
Q2 2023
Reduced 94.79%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
22
shares
|
$135
0.0% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
20
shares
|
$123
0.0% of portfolio
|
Q1 2024
Reduced 90.91%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
16
shares
|
$98
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
16
shares
|
$98
0.0% of portfolio
|
Q1 2025
Reduced 75.76%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
15
shares
|
$92
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
15
shares
|
$92
0.0% of portfolio
|
Q2 2025
Reduced 90.32%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
10
shares
|
$61
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
10
shares
|
$61
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
10
shares
|
$61
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
10
shares
|
$61
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
10
shares
|
$61
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
5
shares
|
$30
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
5
shares
|
$30
0.0% of portfolio
|
Q3 2025
Reduced 98.39%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
3
shares
|
$18
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
3
shares
|
$18
0.0% of portfolio
|
Q1 2024
Reduced 93.75%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
2
shares
|
$12
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|