Also trades as: 9866.HK (HKSE) · $vol 16M · 0A1K.L (LSE) · $vol 1M · N3IA.F (FSX) · $vol 0M · NIOIF (OTC) · $vol 0M
NIO Institutional Ownership
NIO Inc.
1W: -3.8%
1M: -8.9%
3M: -30.3%
YTD: -36.6%
1Y: -52.7%
3Y: -57.6%
5Y: -91.8%
$3.29
+0.03 (+0.92%)
Weekly Expected Move ±5.8%
$3
$3
$3
$3
$4
Credit Risk of going bust: higher than 66% of companies Debt: 35.7% of company value Bonds: $65.0M held by 9 funds, 19 bp over Treasuries → details ▾
If the stock fell to about $0.16 (down 95%), NIO Inc. would be worth roughly what it owes.
Total debt $4.36B against a stock market value of $7.85B.
Distance to default 3.74 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.30B (short-term plus half of long-term), stock volatility 49.4%; Altman Z'' -0.06. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Total debt $4.36B against a stock market value of $7.85B.
Distance to default 3.74 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.30B (short-term plus half of long-term), stock volatility 49.4%; Altman Z'' -0.06. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
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Financials
Income Statement
Cash Flow
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Earnings
Analysis
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Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — NIO
498
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
59
New Positions
107
Increased
199
Reduced
64
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (540 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 27,411,634 | $89M | +12,690,265 | +86.2% | 32Q | SEC ↗ |
| 2 | UBS Group AG | 19,271,326 | $63M | +6,924,086 | +56.1% | 32Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 18,998,920 | $62M | +4,770,004 | +33.5% | 15Q | SEC ↗ |
| 4 | D. E. Shaw & Co., Inc. | 18,204,968 | $59M | -20,124,300 | -52.5% | 4Q | SEC ↗ |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 16,161,048 | $53M | +1,708,917 | +11.8% | 9Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 15,446,712 | $50M | +1,662,884 | +12.1% | 15Q | SEC ↗ |
| 7 | Aspex Management (HK) Ltd | 13,141,609 | $43M | — | +0.0% | 4Q | SEC ↗ |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 12,397,069 | $40M | -944,262 | -7.1% | 15Q | SEC ↗ |
| 9 | BlackRock, Inc. | 9,461,793 | $31M | -1,266,266 | -11.8% | 8Q | SEC ↗ |
| 10 | TWO SIGMA INVESTMENTS, LP | 9,031,336 | $29M | -4,299,526 | -32.3% | 4Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 8,759,358 | $29M | -4,475,813 | -33.8% | 27Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,292,496 | $27M | +6,044,533 | +268.9% | 30Q | SEC ↗ |
| 13 | MILLENNIUM MANAGEMENT LLC | 6,785,809 | $22M | +5,646,740 | +495.7% | 13Q | SEC ↗ |
| 14 | MACKENZIE FINANCIAL CORP | 6,153,021 | $20M | +3,387,573 | +122.5% | 6Q | SEC ↗ |
| 15 | Legal & General Group Plc | 5,624,516 | $18M | -364,145 | -6.1% | 27Q | SEC ↗ |
| 16 | STATE STREET CORP | 4,810,903 | $16M | +506,832 | +11.8% | 30Q | SEC ↗ |
| 17 | MARSHALL WACE, LLP | 4,733,908 | $15M | -3,635,194 | -43.4% | 2Q | SEC ↗ |
| 18 | Assenagon Asset Management S.A. NEW | 3,756,576 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Ghisallo Capital Management LLC | 3,500,000 | $11M | -500,000 | -12.5% | 4Q | SEC ↗ |
| 20 | Point72 Asset Management, L.P. | 3,382,983 | $11M | -3,250,415 | -49.0% | 3Q | SEC ↗ |
| 21 | Invesco Ltd. | 3,129,388 | $10M | +9,050 | +0.3% | 31Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 2,688,359 | $9M | -3,872,580 | -59.0% | 30Q | SEC ↗ |
| 23 | IMC-Chicago, LLC | 2,572,872 | $8M | +1,405,688 | +120.4% | 7Q | SEC ↗ |
| 24 | BARCLAYS PLC | 2,541,379 | $8M | +1,705,139 | +203.9% | 31Q | SEC ↗ |
| 25 | SG Americas Securities, LLC | 2,174,803 | $7M | -2,852,358 | -56.7% | 30Q | SEC ↗ |
| 26 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1,985,984 | $6M | -4,358,158 | -68.7% | 4Q | SEC ↗ |
| 27 | OLD MISSION CAPITAL LLC | 1,887,802 | $6M | +128,260 | +7.3% | 2Q | SEC ↗ |
| 28 | HSBC HOLDINGS PLC | 1,600,640 | $5M | +1,387,656 | +651.5% | 30Q | SEC ↗ |
| 29 | Clear Street Group Inc. | 1,564,708 | $5M | +511,395 | +48.6% | 3Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 1,517,985 | $5M | -3,976,936 | -72.4% | 31Q | SEC ↗ |
| 31 | NATIXIS | 1,444,106 | $5M | -184,024 | -11.3% | 5Q | SEC ↗ |
| 32 | Trexquant Investment LP | 1,373,430 | $4M | -917,309 | -40.0% | 4Q | SEC ↗ |
| 33 | Walleye Trading LLC | 1,309,429 | $4M | -163,076 | -11.1% | 4Q | SEC ↗ |
| 34 | DekaBank Deutsche Girozentrale | 1,301,518 | $4M | — | +0.0% | 27Q | SEC ↗ |
| 35 | LAZARD ASSET MANAGEMENT LLC NEW | 1,218,260 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 36 | AMERICAN CENTURY COMPANIES INC | 1,157,721 | $4M | -40,746 | -3.4% | 15Q | SEC ↗ |
| 37 | HRT FINANCIAL LP | 1,057,366 | $3M | +468,924 | +79.7% | 4Q | SEC ↗ |
| 38 | Capital Markets Trading UK LLP | 962,077 | $3M | +795,106 | +476.2% | 13Q | SEC ↗ |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 916,146 | $3M | +44,776 | +5.1% | 9Q | SEC ↗ |
| 40 | SIMPLEX TRADING, LLC NEW | 907,758 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 849,748 | $3M | +790,680 | +1338.6% | 3Q | SEC ↗ |
| 42 | AVIVA PLC | 834,284 | $3M | -11,036 | -1.3% | 29Q | SEC ↗ |
| 43 | STOREBRAND ASSET MANAGEMENT AS | 734,744 | $2M | +8,568 | +1.2% | 26Q | SEC ↗ |
| 44 | Leonteq Securities AG | 693,140 | $2M | +314,975 | +83.3% | 23Q | SEC ↗ |
| 45 | GROUP ONE TRADING LLC | 688,007 | $2M | -234,144 | -25.4% | 3Q | SEC ↗ |
| 46 | CITIGROUP INC | 680,573 | $2M | +186,358 | +37.7% | 32Q | SEC ↗ |
| 47 | CAPITAL FUND MANAGEMENT S.A. NEW | 636,116 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | J. Safra Sarasin Holding AG NEW | 621,601 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | XY Capital Ltd | 562,296 | $2M | +117,946 | +26.5% | 3Q | SEC ↗ |
| 50 | DV EQUITIES, LLC NEW | 548,073 | $2M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 3,756,576 | $12M |
| LAZARD ASSET MANAGEMENT LLC | 1,218,260 | $4M |
| SIMPLEX TRADING, LLC | 907,758 | $3M |
| CAPITAL FUND MANAGEMENT S.A. | 636,116 | $2M |
| J. Safra Sarasin Holding AG | 621,601 | $2M |
| DV EQUITIES, LLC | 548,073 | $2M |
| CMT Capital Markets Trading GmbH | 370,762 | $1M |
| Electron Capital Partners, LLC | 284,515 | $928K |
| Nykredit A/S | 190,585 | $621K |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. | 183,400 | $598K |
| Nuveen, LLC | 108,188 | $353K |
| Arete Wealth Advisors, LLC | 100,920 | $329K |
| Havemeyer Place LP | 69,381 | $226K |
| Almanack Investment Partners, LLC. | 51,882 | $169K |
| Jain Global LLC | 37,797 | $123K |
| Sowell Financial Services LLC | 36,954 | $120K |
| Optiver Holding B.V. | 34,845 | $114K |
| Bridgefront Capital, LLC | 33,921 | $111K |
| Fideuram Asset Management (Ireland) | 29,029 | $95K |
| AQR CAPITAL MANAGEMENT LLC | 25,309 | $83K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Jump Financial, LLC | 1,413,600 | $5M |
| ABC ARBITRAGE SA | 670,417 | $2M |
| Y-Intercept (Hong Kong) Ltd | 476,759 | $2M |
| Headlands Technologies LLC | 375,169 | $1M |
| Swiss Life Asset Management Ltd | 370,570 | $1M |
| WT Asset Management Ltd | 300,000 | $978K |
| CENTAURUS FINANCIAL, INC. | 297,371 | $969K |
| Lighthouse Investment Partners, LLC | 248,461 | $810K |
| ENVESTNET ASSET MANAGEMENT INC | 216,283 | $705K |
| MARATHON ASSET MANAGEMENT LP | 200,000 | $652K |
| Symmetry Investments LP | 164,888 | $538K |
| WINTON GROUP Ltd | 132,200 | $431K |
| Hilltop Holdings Inc. | 130,509 | $425K |
| Exit Wealth Advisors, LLC. | 110,782 | $361K |
| Quantitative Investment Management, | 104,004 | $339K |
| CenterBook Partners LP | 99,953 | $326K |
| Alphadyne Asset Management LP | 99,784 | $325K |
| Long Corridor Asset Management Ltd | 79,000 | $258K |
| One River Asset Management, LLC | 75,000 | $244K |
| Perseverance Asset Management Inter | 72,094 | $235K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +12,690,265 | +86.2% | 27,411,634 |
| UBS Group AG | +6,924,086 | +56.1% | 19,271,326 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +6,044,533 | +268.9% | 8,292,496 |
| MILLENNIUM MANAGEMENT LLC | +5,646,740 | +495.7% | 6,785,809 |
| BANK OF AMERICA CORP /DE | +4,770,004 | +33.5% | 18,998,920 |
| MACKENZIE FINANCIAL CORP | +3,387,573 | +122.5% | 6,153,021 |
| RENAISSANCE TECHNOLOGIES LLC | +1,708,917 | +11.8% | 16,161,048 |
| BARCLAYS PLC | +1,705,139 | +203.9% | 2,541,379 |
| GOLDMAN SACHS GROUP INC | +1,662,884 | +12.1% | 15,446,712 |
| IMC-Chicago, LLC | +1,405,688 | +120.4% | 2,572,872 |
| HSBC HOLDINGS PLC | +1,387,656 | +651.5% | 1,600,640 |
| Capital Markets Trading UK LLP | +795,106 | +476.2% | 962,077 |
| Qube Research & Technologies Ltd | +790,680 | +1338.6% | 849,748 |
| Clear Street Group Inc. | +511,395 | +48.6% | 1,564,708 |
| STATE STREET CORP | +506,832 | +11.8% | 4,810,903 |
| HRT FINANCIAL LP | +468,924 | +79.7% | 1,057,366 |
| Leonteq Securities AG | +314,975 | +83.3% | 693,140 |
| DRW Securities, LLC | +270,605 | +201.9% | 404,649 |
| CITIGROUP INC | +186,358 | +37.7% | 680,573 |
| Polymer Capital Management (HK) LTD | +141,200 | +144.2% | 239,100 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| D. E. Shaw & Co., Inc. | -20,124,300 | -52.5% | 18,204,968 |
| CITADEL ADVISORS LLC | -4,475,813 | -33.8% | 8,759,358 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -4,358,158 | -68.7% | 1,985,984 |
| TWO SIGMA INVESTMENTS, LP | -4,299,526 | -32.3% | 9,031,336 |
| JANE STREET GROUP, LLC | -3,976,936 | -72.4% | 1,517,985 |
| JPMORGAN CHASE & CO | -3,872,580 | -59.0% | 2,688,359 |
| MARSHALL WACE, LLP | -3,635,194 | -43.4% | 4,733,908 |
| Point72 Asset Management, L.P. | -3,250,415 | -49.0% | 3,382,983 |
| SG Americas Securities, LLC | -2,852,358 | -56.7% | 2,174,803 |
| Quadrature Capital Ltd | -1,333,500 | -89.3% | 160,302 |
| BlackRock, Inc. | -1,266,266 | -11.8% | 9,461,793 |
| ACADIAN ASSET MANAGEMENT LLC | -1,015,119 | -99.5% | 5,492 |
| Verition Fund Management LLC | -1,000,000 | -78.8% | 269,000 |
| BNP PARIBAS FINANCIAL MARKETS | -944,262 | -7.1% | 12,397,069 |
| Trexquant Investment LP | -917,309 | -40.0% | 1,373,430 |
| Squarepoint Ops LLC | -886,547 | -97.0% | 27,388 |
| Russell Investments Group, Ltd. | -828,619 | -81.8% | 184,833 |
| Ghisallo Capital Management LLC | -500,000 | -12.5% | 3,500,000 |
| Legal & General Group Plc | -364,145 | -6.1% | 5,624,516 |
| GROUP ONE TRADING LLC | -234,144 | -25.4% | 688,007 |