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 $913 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
25
shares
|
$95
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
25
shares
|
$95
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
25
shares
|
$95
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
23
shares
|
$87
0.0% of portfolio
|
Q4 2024
Reduced 95.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
22
shares
|
$83
0.0% of portfolio
|
Q2 2023
Reduced 94.79%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
22
shares
|
$83
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
20
shares
|
$76
0.0% of portfolio
|
Q1 2024
Reduced 90.91%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
15
shares
|
$57
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
15
shares
|
$57
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
10
shares
|
$38
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
10
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
10
shares
|
$38
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
10
shares
|
$38
0.0% of portfolio
|
Q4 2021
Added 25.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
10
shares
|
$38
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
9
shares
|
$34
0.0% of portfolio
|
Q1 2023
Reduced 35.71%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
5
shares
|
$19
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$19
0.0% of portfolio
|
Q1 2022
Reduced 82.14%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5
shares
|
$19
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
3
shares
|
$11
0.0% of portfolio
|
Q1 2024
Reduced 93.75%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$3
0.0% of portfolio
|
Q4 2024
Reduced 99.84%
|