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Disclosery

NIO NIO INC

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ADR (ADR), issuer CIK 1736541

428 managers (431 13F filers) reported a position in NIO shares at 2024-12-31, 177,585,241 shares in all. 44 filers opened a position and 83 filers sold out during the quarter.

Managers
428
13F filers
431
New
44
Added
95
Reduced
151
Sold out
83
Shares held by filers
177,585,241

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stablepoint Partners, LLC18,982$82.8K0.02%-3,42713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,791$81.9K<0.01%+3,00013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC18,570$81K0.02%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC18,155$79.2K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,765$78.4K<0.01%-36,38913F-HRTimelineGroup
Onyx Bridge Wealth Group LLC17,556$76.5K0.01%-4713F-HRTimeline
Ensign Peak Advisors, Inc17,371$75.7K<0.01%-141,05013F-HRTimeline
Tradition Wealth Management, LLC16,811$73.3K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC16,514$72K<0.01%-25513F-HRTimeline
DeepCurrents Investment Group LLC16,503$72K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,486$71.9K<0.01%+2,78813F-HRTimelineGroup
First Heartland Consultants, Inc.16,418$71.6K0.01%-44013F-HRTimeline
CIBC WORLD MARKET INC.16,081$70K<0.01%-2,08013F-HRTimeline
Generali Investments CEE, investicni sp…15,400$67.1K0.01%13F-HRTimeline
Masso Torrence Wealth Management Inc.15,398$67.1K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,154$66K<0.01%-3,96313F-HRTimeline
Steward Partners Investment Advisory, L…15,093$65.8K<0.01%-5,74013F-HRTimeline
Union Bancaire Privee, UBP SA15,000$65.7K<0.01%13F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV15,050$65.6K<0.01%+1,91113F-HRTimeline
Schechter Investment Advisors, LLC15,036$65.6K0.01%-19113F-HRTimeline
SHUFRO ROSE & CO LLC15,000$65.4K0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,950$65.2K<0.01%+2,20013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,820$65K<0.01%013F-HRTimelineGroup
Garden State Investment Advisory Servic…14,900$65K0.02%-41,13713F-HRTimeline
Perigon Wealth Management, LLC14,769$61.4K<0.01%+2,86713F-HRTimeline
Parallel Advisors, LLC13,859$60.4K<0.01%-1,10213F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…13,840$60.3K0.03%013F-HRTimeline
Telos Capital Management, Inc.13,548$59.1K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC13,608$59K<0.01%-6,40013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…13,440$59K<0.01%+2,71213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,255$57.8K<0.01%-59913F-HRTimeline
IHT Wealth Management, LLC13,089$57.1K<0.01%new13F-HRTimeline
Gainplan LLC13,018$56.8K0.02%-3713F-HRTimeline
Sivia Capital Partners, LLC12,863$56.1K0.03%-84413F-HRTimeline
49 WEALTH MANAGEMENT, LLC12,683$55.3K0.01%+22713F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA12,664$55.2K0.01%13F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA12,581$54.8K<0.01%-3,17013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,496$54.5K<0.01%-11,23213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,363$53.9K<0.01%-2,24413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,328$53.8K<0.01%-62813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC12,088$52.7K<0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.12,023$52.4K0.01%+1,90013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…12,059$52K<0.01%-1,64313F-HRTimelineGroup
Valeo Financial Advisors, LLC11,924$52K<0.01%-3,24613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…11,700$51K0.03%new13F-HRTimelineGroup
Bard Financial Services, Inc.11,500$50.1K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC11,431$49.8K<0.01%-1,64113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,176$48.7K<0.01%-56913F-HRTimelineGroup
PSI Advisors, LLC11,078$48.3K0.01%013F-HRTimeline
Hancock Prospecting Pty Ltd10,972$47.8K<0.01%13F-HR/ATimeline
Traynor Capital Management, Inc.10,904$47.5K<0.01%-1,30413F-HRTimeline
B. Riley Wealth Advisors, Inc.10,703$46.7K<0.01%-1,67513F-HRTimeline
Freedom Investment Management, Inc.10,341$45.1K<0.01%-9213F-HRTimeline
OBSIDIAN CIO, LLC10,259$44.7K0.01%-9513F-HRTimeline
Trilogy Capital Inc.10,256$44.7K<0.01%new13F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC10,069$43.9K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC10,000$43.6K0.01%013F-HRTimeline
Sava Infond d.o.o.10,000$43.6K0.01%13F-HRTimeline
Bright Futures Wealth Management, LLC.10,047$42.4K0.04%-13,44513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,619$33.2K<0.01%+4,33213F-HRTimelineGroup
Avior Wealth Management, LLC7,233$31.5K<0.01%-7,35513F-HRTimeline
NFSG Corp7,161$31.2K0.01%+26113F-HRTimeline
Ridgewood Investments LLC5,900$25.7K0.01%-22513F-HRTimeline
BNP PARIBASin group BNP PARIBAS5,435$23.8K<0.01%+5,28513F-HRTimelineGroup
Lindbrook Capital, LLC5,362$23.4K<0.01%-36013F-HRTimeline
Peoples Bank/KS5,100$22.2K0.02%013F-HRTimeline
Stephens Consulting, LLC5,000$21.8K0.01%+3,00013F-HRTimeline
Evelyn Partners Investment Management (…5,000$21.8K0.01%13F-HRTimeline
North Star Investment Management Corp.4,200$18.3K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.4,200$18.3K0.02%13F-HRTimeline
Vermillion Wealth Management, Inc.3,642$15.9K0.01%13F-HRTimeline
Farther Finance Advisors, LLC3,593$15.7K<0.01%+18413F-HRTimeline
Global Retirement Partners, LLC3,321$14.5K<0.01%+25013F-HRTimeline
BFSG, LLC3,160$13.8K<0.01%-11513F-HRTimeline
Allworth Financial LP3,046$13K<0.01%-3,08413F-HRTimeline
Hemington Wealth Management3,000$13K<0.01%-20013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,845$12.4K<0.01%new13F-HRTimeline
Elequin Capital, LP2,822$12.3K<0.01%-76313F-HRTimeline
Covestor Ltd2,769$12K0.01%013F-HRTimeline
Global X Japan Co., Ltd.2,679$11.7K<0.01%-96513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding2,600$11.3K-13,316Timeline
Blue Trust, Inc.2,588$11.3K<0.01%-1713F-HR/ATimeline
FSA Wealth Management LLC2,100$9.16K<0.01%+10013F-HRTimeline
Capital Advisors, Ltd. LLC2,000$9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,000$8.72K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,815$7.91K<0.01%+1,47513F-HRTimeline
AdvisorNet Financial, Inc1,655$7.22K<0.01%+66913F-HRTimeline
HHM Wealth Advisors, LLC1,615$7.04K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,455$6.34K<0.01%-34,57913F-HRTimeline
Activest Wealth Management1,454$6.34K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC1,392$6.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,455$6K<0.01%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOLFF WIESE MAGANA LLC1,262$5.5K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.1,225$5.34K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,188$5.18K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,134$4.95K<0.01%+3913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,145$4.9K<0.01%-10013F-HRTimeline
Raleigh Capital Management Inc.1,100$4.8K<0.01%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,033$4.5K-76,413Timeline
American Capital Advisory, LLC1,029$4.49K<0.01%013F-HRTimeline
TRUST CO OF VERMONT1,000$4.36K<0.01%-2,00013F-HRTimeline
Sterling Capital Management LLC1,000$4.36K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,000$4.36K<0.01%+20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sachetta, LLC1,000$4.36K<0.01%-20013F-HRTimeline
Catherine Avery Investment Management L…1,000$4.36K<0.01%13F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV950$4.14K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC942$4.02K<0.01%+20013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK900$3.92K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC841$3.67K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…834$3.64K<0.01%-22713F-HRTimelineGroup
IFP Advisors, Inc822$3.58K<0.01%+10013F-HRTimeline
Golden State Wealth Management, LLC793$3.46K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC776$3.38K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.758$3.31K<0.01%+7513F-HRTimeline
Rakuten Securities, Inc.680$2.96K<0.01%+12513F-HRTimeline
Clark Wealth Partners650$2.83K<0.01%13F-HRTimeline
Archer Investment Corp627$2.73K<0.01%+9613F-HRTimeline
First Horizon Advisors, Inc.600$2.62K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.584$2.55K<0.01%013F-HRTimeline
UMB Bank, n.a.550$2.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITY HOLDING CO500$2.18K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS500$2.18K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.500$2.18K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC500$2.18K<0.01%-2,00013F-HRTimeline
Bullock Wealth Management Group478$2.08K<0.01%013F-HRTimeline
Larson Financial Group LLC469$2.04K<0.01%-3513F-HRTimeline
Strengthening Families & Communities, L…425$2K<0.01%-18113F-HRTimeline
Asset Dedication, LLC458$2K<0.01%-37713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…430$1.91K<0.01%13F-HRTimelineGroup
ORG Partners LLC410$1.79K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP400$1.75K<0.01%013F-HRTimeline
City State Bank400$1.74K<0.01%013F-HRTimeline
MAI Capital Management387$1.69K<0.01%-12,38013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC374$1.63K<0.01%-37513F-HRTimelineGroup
GeoWealth Management, LLC357$1.56K<0.01%-30613F-HRTimeline
Tradewinds Capital Management, LLC357$1.56K<0.01%013F-HRTimeline
Brooklyn Investment Group351$1.53K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC212$1.42K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.321$1.4K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates302$1.32K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC301$1.31K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC300$1.31K<0.01%-20013F-HRTimeline
Aspect Partners, LLC300$1.31K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC278$1.21K<0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…277$1.21K<0.01%-56,22013F-HRTimelineGroup
Princeton Global Asset Management LLC250$1.09K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC250$1.09K<0.01%013F-HRTimeline
Mechanics Financial Corp250$1.09K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.252$1.09K<0.01%-35013F-HRTimelineGroup
Legacy Investment Solutions, LLC250$1.06K<0.01%+10013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…250$1.06K<0.01%+10013F-HRTimelineGroup
Heritage Wealth Advisors243$1.06K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO237$1.03K<0.01%013F-HRTimelineGroup
STANCE CAPITAL LLC235$1.02K<0.01%13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC409$1K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC306$1K<0.01%013F-HRTimeline
TrinityBridge Ltd224$1K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…200$1K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.225$981<0.01%-13013F-HRTimeline
Bogart Wealth, LLC212$924<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC212$924<0.01%013F-HRTimeline
Financial Life Planners207$903<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.205$894<0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT200$872<0.01%013F-HRTimeline
Parkside Financial Bank & Trust200$872<0.01%013F-HRTimeline
SITTNER & NELSON, LLC200$872<0.01%013F-HRTimeline
Main Street Group, LTD200$872<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.200$872<0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC177$772<0.01%013F-HRTimeline
ATWOOD & PALMER INC175$763<0.01%013F-HRTimeline
Transce3nd, LLC173$754<0.01%13F-HRTimeline
Investors Research Corp160$698<0.01%013F-HRTimeline
Smartleaf Asset Management LLC158$692<0.01%new13F-HRTimeline
EASTERN BANK156$680<0.01%013F-HRTimeline
Bell Investment Advisors, Inc155$676<0.01%013F-HRTimeline
Continuum Advisory, LLC137$597<0.01%013F-HRTimeline
Darwin Wealth Management, LLC135$588<0.01%013F-HR/ATimeline
New England Capital Financial Advisors …132$575<0.01%013F-HRTimeline
Sunbelt Securities, Inc.123$539<0.01%013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP115$501<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
RAFFA WEALTH MANAGEMENT, LLC107$467<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.100$436<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC100$436<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.100$436<0.01%013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP100$436<0.01%-178,73113F-HRTimelineGroup
AllSquare Wealth Management LLC100$436<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.100$436<0.01%013F-HRTimeline
DecisionPoint Financial, LLC100$436<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.100$436<0.01%013F-HRTimeline
LRI Investments, LLC100$436<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC100$436<0.01%new13F-HRTimeline
Putney Financial Group LLC100$436<0.01%13F-HRTimeline
Tortoise Investment Management, LLC86$375<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL85$371<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp76$331<0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…67$292<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC66$288<0.01%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.50$218<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC50$218<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC50$218<0.01%013F-HRTimeline