Skip to content
Disclosery

NIO NIO INC

Follow

ADR (ADR), issuer CIK 1736541

412 managers (415 13F filers) reported a position in NIO shares at 2025-03-31, 221,448,629 shares in all. 50 filers opened a position and 63 filers sold out during the quarter.

Managers
412
13F filers
415
New
50
Added
109
Reduced
127
Sold out
63
Shares held by filers
221,448,629

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MACKENZIE FINANCIAL CORP16,035$61.1K<0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.15,866$60.4K<0.01%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,794$60.2K<0.01%-33,30013F-HRTimelineGroup
Parallel Advisors, LLC15,682$59.7K<0.01%+1,82313F-HRTimeline
Brooklyn Investment Group15,434$58.8K0.01%+15,08313F-HRTimeline
Garden State Investment Advisory Servic…15,400$58.7K0.02%+50013F-HRTimeline
Generali Investments CEE, investicni sp…15,400$58.7K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA15,354$58.5K<0.01%-8,75013F-HRTimeline
Onyx Bridge Wealth Group LLC15,086$57.5K0.01%-2,47013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,820$56K<0.01%013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,602$55.6K<0.01%-5,31513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,341$54.6K<0.01%-70913F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.14,316$54.5K<0.01%new13F-HRTimelineGroup
Schechter Investment Advisors, LLC14,294$54.5K<0.01%-74213F-HRTimeline
WEDBUSH SECURITIES INC14,252$54K<0.01%+64413F-HRTimeline
Gotham Asset Management, LLC13,902$53K<0.01%new13F-HRTimeline
Bayesian Capital Management, LP13,900$53K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC13,868$52.8K<0.01%-10,75313F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…13,840$51.9K0.03%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…13,440$51K<0.01%013F-HRTimelineGroup
Masso Torrence Wealth Management Inc.13,343$50.8K0.03%-2,05513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,336$50.8K<0.01%+84013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,255$50.5K<0.01%013F-HRTimeline
SHUFRO ROSE & CO LLC13,000$49.5K<0.01%-2,00013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,999$49.5K<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…12,950$49.3K<0.01%-2,00013F-HRTimeline
49 WEALTH MANAGEMENT, LLC12,827$48.9K0.01%+14413F-HRTimeline
May Hill Capital, LLC12,668$48.3K0.02%new13F-HRTimeline
SCOTIA CAPITAL INC.12,591$48K<0.01%-11,59313F-HRTimeline
Annex Advisory Services, LLC12,252$46.7K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,412$46.5K<0.01%+4,79313F-HR/ATimelineGroup
Sivia Capital Partners, LLC12,204$46.5K0.02%-65913F-HRTimeline
Newman Dignan & Sheerar, Inc.12,023$45.8K0.01%013F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources11,733$44.7K<0.01%-4,75313F-HRTimelineGroup
Freedom Investment Management, Inc.11,537$44K<0.01%+1,19613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,523$43.9K<0.01%-80513F-HRTimelineGroup
Bard Financial Services, Inc.11,500$43.8K0.01%013F-HRTimeline
Caprock Group, LLC11,492$43.8K<0.01%-8,25013F-HRTimeline
Gladstone Institutional Advisory LLC11,431$43.6K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC11,322$43.1K<0.01%-3,44713F-HRTimeline
Blueshift Asset Management, LLC11,247$42.9K0.02%new13F-HRTimeline
Traynor Capital Management, Inc.11,013$42K<0.01%+10913F-HRTimeline
Hancock Prospecting Pty Ltd10,972$41.8K<0.01%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS10,651$40.6K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …10,421$40K<0.01%-110,00013F-HRTimelineGroup
PSI Advisors, LLC10,428$39.7K0.01%-65013F-HRTimeline
XPONANCE LLC10,337$39.4K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,030$38.2K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC10,000$38.1K0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD8,000$30.5K<0.01%+5,40013F-HRTimelineGroup
NFSG Corp7,161$27.3K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,934$22.6K<0.01%new13F-HRTimeline
Ridgewood Investments LLC5,900$22.5K0.01%013F-HRTimeline
Peoples Bank/KS5,100$19.4K0.01%013F-HRTimeline
Stephens Consulting, LLC5,000$19.1K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…5,000$19.1K0.01%013F-HR/ATimeline
MorganRosel Wealth Management, LLC4,565$17.4K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,151$16.1K<0.01%+55813F-HRTimeline
North Star Investment Management Corp.4,200$16K<0.01%013F-HRTimeline
Lindbrook Capital, LLC3,518$13.4K<0.01%-1,84413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,420$13K<0.01%-18,07913F-HRTimelineGroup
BFSG, LLC3,120$11.9K<0.01%-4013F-HRTimeline
Sandy Spring Bank3,000$11.4K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC2,927$11.2K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,861$11.1K0.01%+2,08513F-HRTimeline
Hemington Wealth Management3,000$11K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.2,869$10.9K<0.01%+19013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,845$10.8K<0.01%013F-HRTimeline
Covestor Ltd2,534$10K0.01%-23513F-HRTimeline
Blue Trust, Inc.2,515$9.58K<0.01%-7313F-HRTimeline
Garde Capital, Inc.2,422$9.23K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,261$9K<0.01%+80613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC2,315$8.82K<0.01%+50013F-HRTimeline
Capital Advisors, Ltd. LLC2,000$8K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,000$7.62K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,000$7.62K<0.01%-1,64213F-HRTimeline
Geneos Wealth Management Inc.1,768$6.74K<0.01%+1,01013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,725$6.57K<0.01%new13F-HRTimeline
Berbice Capital Management LLC1,700$6.48K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,655$6.31K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,615$6.15K<0.01%013F-HRTimeline
Allworth Financial LP1,384$5.79K<0.01%-1,66213F-HRTimeline
NewEdge Advisors, LLC1,466$5.58K<0.01%+1113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,290$4.92K<0.01%+45613F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1,262$4.81K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,225$4.67K<0.01%+1,00013F-HRTimeline
Ameliora Wealth Management Ltd.1,225$4.67K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,200$4.57K<0.01%new13F-HRTimeline
SVB WEALTH LLC1,199$4.57K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,188$4.53K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,033$4.5K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,000$4.36K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,070$4.08K<0.01%-6413F-HRTimeline
TRUST CO OF VERMONT1,000$3.81K<0.01%013F-HRTimeline
Sterling Capital Management LLC1,000$3.81K<0.01%013F-HRTimeline
Sachetta, LLC1,000$3.81K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…1,000$3.81K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC942$3.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV950$3.62K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK900$3.43K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC826$3.15K<0.01%+45213F-HRTimelineGroup
Golden State Wealth Management, LLC793$3.02K<0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.930$3K<0.01%new13F-HRTimeline
Larson Financial Group LLC723$2.75K<0.01%+25413F-HRTimeline
Clark Wealth Partners650$2.48K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC647$2.46K<0.01%+36913F-HRTimeline
Archer Investment Corp627$2.39K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.600$2.29K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.584$2.23K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.570$2.17K<0.01%-11013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB540$2.06K<0.01%new13F-HRTimeline
UMB Bank, n.a.500$1.91K<0.01%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPTIMUM INVESTMENT ADVISORS500$1.91K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC500$1.91K<0.01%013F-HRTimeline
CITY HOLDING CO500$1.9K<0.01%013F-HRTimeline
Bullock Wealth Management Group478$1.85K<0.01%013F-HRTimeline
Asset Dedication, LLC458$1.75K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…425$1.74K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…450$1.72K<0.01%+20013F-HRTimelineGroup
Arax Advisory Partners446$1.7K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…440$1.68K<0.01%+16313F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…430$1.63K<0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…410$1.59K<0.01%new13F-HRTimelineGroup
City State Bank400$1.52K<0.01%013F-HRTimeline
MAI Capital Management396$1.51K<0.01%+913F-HRTimeline
Tradewinds Capital Management, LLC357$1.36K<0.01%013F-HRTimeline
Sound Income Strategies, LLC305$1.16K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC301$1.15K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC300$1.14K<0.01%013F-HRTimeline
Aspect Partners, LLC300$1.14K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC306$1K<0.01%013F-HRTimeline
TrinityBridge Ltd273$1K<0.01%+4913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…200$1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC174$1K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC250$953<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC250$953<0.01%013F-HRTimeline
Mechanics Financial Corp250$953<0.01%013F-HRTimeline
Heritage Wealth Advisors243$926<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO237$903<0.01%013F-HRTimelineGroup
Pandora Wealth, Inc.235$895<0.01%13F-HRTimeline
IFP Advisors, Inc230$876<0.01%-59213F-HRTimeline
Physician Wealth Advisors, Inc.222$846<0.01%-9913F-HRTimeline
Bogart Wealth, LLC212$808<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC212$808<0.01%013F-HRTimeline
Activest Wealth Management212$808<0.01%-1,24213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.252$791<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC200$762<0.01%+10013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT200$762<0.01%013F-HRTimeline
SITTNER & NELSON, LLC200$762<0.01%013F-HRTimeline
Main Street Group, LTD200$762<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC195$743<0.01%new13F-HRTimeline
ATWOOD & PALMER INC175$667<0.01%013F-HRTimeline
Investors Research Corp160$610<0.01%013F-HRTimeline
EASTERN BANK156$594<0.01%013F-HRTimeline
Smartleaf Asset Management LLC158$592<0.01%013F-HRTimeline
Bell Investment Advisors, Inc155$591<0.01%013F-HRTimeline
Darwin Wealth Management, LLC135$588<0.01%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS150$572<0.01%-5,28513F-HRTimelineGroup
MATHER GROUP, LLC.150$572<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.150$572<0.01%new13F-HRTimeline
Continuum Advisory, LLC137$522<0.01%013F-HRTimeline
New England Capital Financial Advisors …132$502<0.01%013F-HRTimeline
Aventura Private Wealth, LLC128$488<0.01%-71313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC119$453<0.01%new13F-HRTimelineGroup
Private Wealth Asset Management, LLC119$453<0.01%13F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP115$438<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Kiker Wealth Management, LLC115$438<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC107$408<0.01%013F-HRTimeline
Financial Management Professionals, Inc.100$381<0.01%013F-HRTimeline
AllSquare Wealth Management LLC100$381<0.01%013F-HRTimeline
HighMark Wealth Management LLC100$381<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC100$381<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.100$381<0.01%013F-HRTimeline
LRI Investments, LLC100$381<0.01%013F-HRTimeline
Tortoise Investment Management, LLC86$328<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL85$324<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.80$305<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp76$290<0.01%013F-HRTimeline
Transce3nd, LLC73$278<0.01%-10013F-HRTimeline
Vermillion & White Wealth Management Gr…67$255<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp50$191<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC50$191<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC50$191<0.01%013F-HRTimeline
HFM Investment Advisors, LLC50$191<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…50$191<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.50$190<0.01%013F-HRTimeline
Sunbelt Securities, Inc.50$190<0.01%-7313F-HRTimeline
Innovative Advisory Group, LLC40$152<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC38$145<0.01%13F-HRTimeline
First Command Advisory Services, Inc.35$133<0.01%new13F-HRTimeline
Copia Wealth Management30$114<0.01%013F-HRTimeline
American Capital Advisory, LLC29$111<0.01%-1,00013F-HRTimeline
Financial Perspectives, Inc27$110<0.01%-213F-HRTimeline
Abound Wealth Management25$96<0.01%-313F-HRTimeline
Pacifica Partners Inc.25$93<0.01%013F-HRTimeline
Clearstead Advisors, LLC23$88<0.01%013F-HRTimeline
SJS Investment Consulting Inc.20$77<0.01%013F-HRTimeline
Capital A Wealth Management, LLC16$61<0.01%-5013F-HRTimeline
Comprehensive Financial Planning, Inc./…15$57<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.10$42<0.01%013F-HRTimeline