Nikola Ownership 2024 | Who Owns Nikola Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

0.01%

Insider Ownership

4.80%

Retail Ownership

95.19%

Institutional Holders

11.00

Nikola Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALPS ADVISORS INC0.01%0.01%98,904-3,160,266-96.97%810,024Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC0.00%0.00%11,732-255,518-95.61%96,088Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC0.00%0.00%3,0593,059100.00%3,181Jun 30, 2024
RONALD BLUE TRUST, INC.0.00%-3,000--3,120Jun 30, 2024
MATHER GROUP, LLC.0.00%-1,70020013.33%1,768Jun 30, 2024
IFP ADVISORS, INC0.00%-1,176-565-32.45%414Jun 30, 2024
GLOBAL X JAPAN CO., LTD.0.00%0.00%688-19,964-96.67%5,635Jun 30, 2024
ZRC WEALTH MANAGEMENT, LLC-0.00%116-3,384-96.69%951,000Jun 30, 2024
KIELY WEALTH ADVISORY GROUP, INC.-0.00%56-1,644-96.71%435Jun 30, 2024
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC--16-684-97.71%131Jun 30, 2024
NORTHWEST CAPITAL MANAGEMENT INC--3-97-97.00%25Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----364,117-100.00%-Jun 30, 2024
PRINCIPAL SECURITIES, INC.----270-100.00%-Jun 30, 2024
SYNOVUS FINANCIAL CORP----30,000-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO----575,507-100.00%-Jun 30, 2024
FIFTH THIRD BANCORP----240-100.00%-Jun 30, 2024
US BANCORP \DE\----6,533-100.00%-Jun 30, 2024
COWEN AND COMPANY, LLC----8,500-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----23,015,500-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----338,267-100.00%-Jun 30, 2024

Nikola's largest institutional shareholder is ALPS ADVISORS INC, holding 0.01% of the company's total share outstanding, currently valued at $810.02K. The top 10 institutional shareholders own together 0.01% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALPS ADVISORS INC0.01%0.01%98,904-3,160,266-96.97%810,024Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC0.00%0.00%3,0593,059100.00%3,181Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC0.00%0.00%11,732-255,518-95.61%96,088Jun 30, 2024
GLOBAL X JAPAN CO., LTD.0.00%0.00%688-19,964-96.67%5,635Jun 30, 2024
ZRC WEALTH MANAGEMENT, LLC-0.00%116-3,384-96.69%951,000Jun 30, 2024
KIELY WEALTH ADVISORY GROUP, INC.-0.00%56-1,644-96.71%435Jun 30, 2024
RONALD BLUE TRUST, INC.0.00%-3,000--3,120Jun 30, 2024
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC--16-684-97.71%131Jun 30, 2024
MATHER GROUP, LLC.0.00%-1,70020013.33%1,768Jun 30, 2024
IFP ADVISORS, INC0.00%-1,176-565-32.45%414Jun 30, 2024
NORTHWEST CAPITAL MANAGEMENT INC--3-97-97.00%25Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----364,117-100.00%-Jun 30, 2024
PRINCIPAL SECURITIES, INC.----270-100.00%-Jun 30, 2024
SYNOVUS FINANCIAL CORP----30,000-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO----575,507-100.00%-Jun 30, 2024
FIFTH THIRD BANCORP----240-100.00%-Jun 30, 2024
US BANCORP \DE\----6,533-100.00%-Jun 30, 2024
COWEN AND COMPANY, LLC----8,500-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----23,015,500-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----338,267-100.00%-Jun 30, 2024

The largest Nikola shareholder by % of total assets is ALPS ADVISORS INC. The company owns 98.90K shares of Nikola (NKLA), representing 0.01% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UNIQUE WEALTH STRATEGIES, LLC0.00%0.00%3,0593,059100.00%3,181Jun 30, 2024
MATHER GROUP, LLC.0.00%-1,70020013.33%1,768Jun 30, 2024
RONALD BLUE TRUST, INC.0.00%-3,000--3,120Jun 30, 2024
LRI INVESTMENTS, LLC----2-100.00%-Jun 30, 2024
CVA FAMILY OFFICE, LLC----2-100.00%-Jun 30, 2024
TORTOISE INVESTMENT MANAGEMENT, LLC----2-100.00%-Jun 30, 2024
BEAR MOUNTAIN CAPITAL, INC.----3-100.00%-Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.----5-100.00%-Jun 30, 2024
FIRST COMMAND ADVISORY SERVICES, INC.----6-100.00%-Jun 30, 2024
HOLLENCREST CAPITAL MANAGEMENT----6-100.00%-Jun 30, 2024
MARK SHEPTOFF FINANCIAL PLANNING, LLC----10-100.00%-Jun 30, 2024
CBIZ INVESTMENT ADVISORY SERVICES, LLC----15-100.00%-Jun 30, 2024
SJS INVESTMENT CONSULTING INC.----24-100.00%-Jun 30, 2024
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC----25-100.00%-Jun 30, 2024
MCILRATH & ECK, LLC----40-100.00%-Jun 30, 2024
FRAZIER FINANCIAL ADVISORS, LLC----48-100.00%-Jun 30, 2024
TRUST CO----60-100.00%-Jun 30, 2024
PRESTIGE WEALTH MANAGEMENT GROUP LLC----65-100.00%-Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC----95-100.00%-Jun 30, 2024
NORTHWEST CAPITAL MANAGEMENT INC--3-97-97.00%25Jun 30, 2024

As of Jun 30 2024, Nikola's largest institutional buyer is UNIQUE WEALTH STRATEGIES, LLC. The company purchased 3.06K stocks of NKLA, valued at $3.18K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC----80,262,859-100.00%-Jun 30, 2024
BLACKROCK INC.----63,517,245-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----23,015,500-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----21,057,593-100.00%-Jun 30, 2024
STATE STREET CORP----18,248,780-100.00%-Jun 30, 2024
VAN ECK ASSOCIATES CORP----10,695,472-100.00%-Jun 30, 2024
NOMURA HOLDINGS INC----9,664,000-100.00%-Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC----7,750,420-100.00%-Jun 30, 2024
NORTHERN TRUST CORP----7,113,031-100.00%-Jun 30, 2024
COATUE MANAGEMENT LLC----5,217,586-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----4,646,363-100.00%-Jun 30, 2024
MORGAN STANLEY----4,404,607-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----3,812,396-100.00%-Jun 30, 2024
ALPS ADVISORS INC0.01%0.01%98,904-3,160,266-96.97%810,024Jun 30, 2024
BANK OF NEW YORK MELLON CORP----2,568,348-100.00%-Jun 30, 2024
SWISS NATIONAL BANK----2,171,500-100.00%-Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC----1,478,862-100.00%-Jun 30, 2024
SCIENTECH RESEARCH LLC----1,470,346-100.00%-Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC----1,241,000-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----1,116,455-100.00%-Jun 30, 2024

As of Jun 30 2024, Nikola's biggest institutional seller is VANGUARD GROUP INC. The company sold -80.26M shares of NKLA, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UNIQUE WEALTH STRATEGIES, LLC0.00%0.00%3,0593,059100.00%3,181Jun 30, 2024

Nikola's largest new institutional shareholder by number of shares is UNIQUE WEALTH STRATEGIES, LLC, purchased 3.06K shares, valued at $3.18K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC----80,262,859-100.00%-Jun 30, 2024
BLACKROCK INC.----63,517,245-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/----23,015,500-100.00%-Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC----21,057,593-100.00%-Jun 30, 2024
STATE STREET CORP----18,248,780-100.00%-Jun 30, 2024
VAN ECK ASSOCIATES CORP----10,695,472-100.00%-Jun 30, 2024
NOMURA HOLDINGS INC----9,664,000-100.00%-Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC----7,750,420-100.00%-Jun 30, 2024
NORTHERN TRUST CORP----7,113,031-100.00%-Jun 30, 2024
COATUE MANAGEMENT LLC----5,217,586-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----4,646,363-100.00%-Jun 30, 2024
MORGAN STANLEY----4,404,607-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----3,812,396-100.00%-Jun 30, 2024
BANK OF NEW YORK MELLON CORP----2,568,348-100.00%-Jun 30, 2024
SWISS NATIONAL BANK----2,171,500-100.00%-Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC----1,478,862-100.00%-Jun 30, 2024
SCIENTECH RESEARCH LLC----1,470,346-100.00%-Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC----1,241,000-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----1,116,455-100.00%-Jun 30, 2024
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.----1,103,819-100.00%-Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM----1,063,199-100.00%-Jun 30, 2024
RHUMBLINE ADVISERS----1,022,483-100.00%-Jun 30, 2024
UBS GROUP AG----935,285-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----889,724-100.00%-Jun 30, 2024
LEGAL & GENERAL GROUP PLC----887,537-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----877,577-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.----820,000-100.00%-Jun 30, 2024
XTX TOPCO LTD----805,010-100.00%-Jun 30, 2024
RAFFERTY ASSET MANAGEMENT, LLC----764,955-100.00%-Jun 30, 2024
KRANE FUNDS ADVISORS LLC----764,192-100.00%-Jun 30, 2024
TOROSO INVESTMENTS, LLC----744,821-100.00%-Jun 30, 2024
BARCLAYS PLC----737,928-100.00%-Jun 30, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)----733,295-100.00%-Jun 30, 2024
INVESCO LTD.----661,016-100.00%-Jun 30, 2024
KEYBANK NATIONAL ASSOCIATION/OH----639,450-100.00%-Jun 30, 2024
AMUNDI----599,063-100.00%-Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----584,567-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----576,900-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO----575,507-100.00%-Jun 30, 2024
GTS SECURITIES LLC----560,800-100.00%-Jun 30, 2024
DEUTSCHE BANK AG\----527,233-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----496,800-100.00%-Jun 30, 2024
JANUS HENDERSON GROUP PLC----400,365-100.00%-Jun 30, 2024
METLIFE INVESTMENT MANAGEMENT, LLC----392,110-100.00%-Jun 30, 2024
P SCHOENFELD ASSET MANAGEMENT LP----376,100-100.00%-Jun 30, 2024
WEISS ASSET MANAGEMENT LP----369,568-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----364,117-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----338,267-100.00%-Jun 30, 2024
ANTARA CAPITAL LP----332,100-100.00%-Jun 30, 2024
ALLIANCEBERNSTEIN L.P.----322,170-100.00%-Jun 30, 2024
WALLEYE TRADING LLC----315,700-100.00%-Jun 30, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/----310,995-100.00%-Jun 30, 2024
III CAPITAL MANAGEMENT----310,500-100.00%-Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC----307,916-100.00%-Jun 30, 2024
ARIZONA STATE RETIREMENT SYSTEM----302,237-100.00%-Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.----250,000-100.00%-Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE----247,028-100.00%-Jun 30, 2024
FIRST TRUST ADVISORS LP----242,148-100.00%-Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC----232,116-100.00%-Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND----221,900-100.00%-Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/----210,724-100.00%-Jun 30, 2024
NATIONAL BANK OF CANADA /FI/----180,154-100.00%-Jun 30, 2024
ARROWROOT FAMILY OFFICE, LLC----170,457-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----168,798-100.00%-Jun 30, 2024
MARATHON TRADING INVESTMENT MANAGEMENT LLC----163,974-100.00%-Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC----160,496-100.00%-Jun 30, 2024
GOLDMAN SACHS GROUP INC----153,400-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----142,725-100.00%-Jun 30, 2024
PROSHARE ADVISORS LLC----132,744-100.00%-Jun 30, 2024
INTEGRATED ADVISORS NETWORK LLC----123,633-100.00%-Jun 30, 2024
LPL FINANCIAL LLC----115,779-100.00%-Jun 30, 2024
HSBC HOLDINGS PLC----114,386-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----112,958-100.00%-Jun 30, 2024
HIGHTOWER ADVISORS, LLC----109,312-100.00%-Jun 30, 2024
FEDERATION DES CAISSES DESJARDINS DU QUEBEC----108,068-100.00%-Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC----107,029-100.00%-Jun 30, 2024
SEA OTTER ADVISORS LLC----102,500-100.00%-Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----95,830-100.00%-Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD----90,453-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----90,000-100.00%-Jun 30, 2024
GABELLI & CO INVESTMENT ADVISERS, INC.----85,000-100.00%-Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC----84,361-100.00%-Jun 30, 2024
SKAANA MANAGEMENT L.P.----81,500-100.00%-Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.----79,562-100.00%-Jun 30, 2024
DAIWA SECURITIES GROUP INC.----78,184-100.00%-Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.----74,916-100.00%-Jun 30, 2024
CAPTION MANAGEMENT, LLC----72,919-100.00%-Jun 30, 2024
RAYMOND JAMES & ASSOCIATES----68,907-100.00%-Jun 30, 2024
SEAVIEW INVESTMENT MANAGERS LLC----68,333-100.00%-Jun 30, 2024
MML INVESTORS SERVICES, LLC----59,520-100.00%-Jun 30, 2024
AMERITAS INVESTMENT PARTNERS, INC.----58,995-100.00%-Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA----56,316-100.00%-Jun 30, 2024
INTEGRATED WEALTH CONCEPTS LLC----55,516-100.00%-Jun 30, 2024
CANTOR FITZGERALD, L. P.----54,400-100.00%-Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----53,720-100.00%-Jun 30, 2024
APOLLON WEALTH MANAGEMENT, LLC----52,289-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----50,122-100.00%-Jun 30, 2024
PRUDENTIAL FINANCIAL INC----48,468-100.00%-Jun 30, 2024
XPONANCE, INC.----44,489-100.00%-Jun 30, 2024
DIVERSIFY ADVISORY SERVICES, LLC----41,800-100.00%-Jun 30, 2024

Nikola's largest sold out institutional shareholder by shares sold is VANGUARD GROUP INC, sold -80.26M shares, valued at -, as of undefined.

Nikola Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VANGUARD VALLEY FORGE FUNDS1.20%627,235--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.31%1,214,146--Jan 31, 2024
ALPS ETF Trust0.24%3,087,099507,98219.70%Feb 29, 2024
Global X Funds0.20%8,816,1304,998,122130.91%Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.18%106,73012,06612.75%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.18%1,082,973-63,225-5.52%Mar 31, 2024
VANGUARD INDEX FUNDS0.17%72,800,671-11,278,605-13.41%Mar 31, 2024
FIDELITY COMMONWEALTH TRUST0.14%442,483174,02264.82%Feb 29, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.12%71,020--Mar 31, 2024
Collaborative Investment Series Trust0.11%16,611--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.07%15,920--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.06%335,194--Mar 31, 2024
SCHWAB CAPITAL TRUST0.05%1,935,361149,0118.34%Jan 31, 2024
REYNOLDS FUNDS INC0.04%500--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.04%8,808,1732,175,95032.81%Feb 29, 2024
FIDELITY MT VERNON STREET TRUST0.04%1,122,907--Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND II0.03%242,14889,37558.50%Mar 31, 2024
FIDELITY COVINGTON TRUST0.03%518,46847,91410.18%Mar 31, 2024
FIDELITY SECURITIES FUND0.03%2,498,129--Jan 31, 2024
Amplify ETF Trust0.02%703,811492,763233.48%Mar 31, 2024
Krane Shares Trust0.02%407,74327,9127.35%Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.02%682,840-53,231-7.23%Mar 31, 2024
Calvert Variable Products, Inc.0.02%58,995--Mar 31, 2024
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)0.02%281,700--Jan 31, 2024
FIDELITY ADVISOR SERIES VIII0.02%264,071--Jan 31, 2024
ETF Managers Trust0.02%119,770--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.01%143,063--Mar 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)0.01%250,538--Jan 31, 2024
FIDELITY INVESTMENT TRUST0.01%2,101,357--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.01%4,958,5261,364,91237.98%Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.01%36,4703,2089.64%Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.01%232,116-15,243-6.16%Mar 31, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.01%133,569--Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.01%35,784--Jan 31, 2024
Direxion Shares ETF Trust0.01%856,768-439,369-33.90%Jan 31, 2024
NEW COVENANT FUNDS0.01%23,149--Dec 31, 2023
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.01%1,209,614--Feb 29, 2024
VANGUARD WORLD FUND0.01%1,245,848669,486116.16%Feb 29, 2024
OHIO NATIONAL FUND INC0.00%100,388--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%296,10079,80036.89%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%53,74716,25643.36%Mar 31, 2024
Goldman Sachs ETF Trust0.00%376,245126,62450.73%Feb 29, 2024
Series Portfolios Trust0.00%22,500--Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%9,268--Mar 31, 2024
Fidelity Commonwealth Trust II0.00%19,900--Aug 31, 2023
Cavanal Hill Funds0.00%6,000--Feb 29, 2024
FIDELITY ADVISOR SERIES I0.00%433,777--Feb 29, 2024
NORTHERN FUNDS0.00%327,95656,37720.76%Mar 28, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%174,2771680.10%Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%47,15210,86429.94%Mar 31, 2024
HC CAPITAL TRUST0.00%61,126--Mar 31, 2024
Listed Funds Trust0.00%8,986--Mar 31, 2024
iSHARES TRUST0.00%26,086,0462,796,67712.01%Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%172,532--Feb 29, 2024
Tidal Trust II0.00%36,5404,99515.83%Jan 31, 2024
VANGUARD HORIZON FUNDS0.00%32,284--Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%2,716,770273,63411.20%Feb 29, 2024
RYDEX SERIES FUNDS0.00%5,418--Dec 31, 2023
EQ ADVISORS TRUST0.00%1,291,502-280,780-17.86%Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%53,436--Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%3,818--Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%115,86420,81021.89%Mar 31, 2024
VALIC Co I0.00%238,666-964-0.40%Feb 29, 2024
SCHWAB INVESTMENTS0.00%43,907--Jan 31, 2024
RYDEX DYNAMIC FUNDS0.00%2,686--Dec 31, 2023
PENN SERIES FUNDS INC0.00%18,900--Mar 28, 2024
NATIONWIDE MUTUAL FUNDS0.00%76,813-1,756-2.23%Jan 31, 2024
Victory Portfolios II0.00%27,823--Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.00%122,12643,08954.52%Jan 31, 2024
ProFunds0.00%5,7374999.53%Mar 31, 2024
UNIFIED SERIES TRUST0.00%7,658--Mar 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%202,335--Jan 31, 2024
Guggenheim Active Allocation Fund0.00%2,697--Feb 29, 2024
TIAA-CREF FUNDS0.00%1,331,449-1,840-0.14%Jan 31, 2024
PROSHARES TRUST0.00%91,09210,72613.35%Feb 29, 2024
RUSSELL INVESTMENT CO0.00%107,934--Jan 31, 2024
THRIVENT SERIES FUND INC0.00%36,084--Mar 28, 2024
TOUCHSTONE FUNDS GROUP TRUST0.00%8,298--Mar 31, 2024
Forethought Variable Insurance Trust0.00%1,340--Mar 28, 2024
FLEXSHARES TRUST0.00%24,650--Jan 31, 2024
RYDEX VARIABLE TRUST0.00%354--Dec 31, 2023
Brighthouse Funds Trust II0.00%247,13645,38822.50%Mar 31, 2024
THRIVENT MUTUAL FUNDS0.00%25,404--Mar 28, 2024
ALLSPRING MASTER TRUST0.00%15,182--Feb 29, 2024
Strategy Shares0.00%860--Jan 31, 2024
Cambria ETF Trust0.00%1,903--Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%526,400-97,072-15.57%Mar 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%21,152--Feb 29, 2024
BNY Mellon ETF Trust0.00%4,615--Mar 28, 2024
SUNAMERICA SERIES TRUST0.00%70,459-285-0.40%Jan 31, 2024
Brinker Capital Destinations Trust0.00%11,137--Feb 29, 2024
RUSSELL INVESTMENT FUNDS0.00%20,224--Mar 31, 2024
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS0.00%367,06051,54616.34%Jan 31, 2024
FIDELITY SALEM STREET TRUST0.00%545,46669,65814.64%Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%245,785--Mar 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%7,986--Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%88,306--Mar 31, 2024
SPDR INDEX SHARES FUNDS0.00%16,2229456.19%Mar 31, 2024
PACIFIC SELECT FUND0.00%299,42852,45921.24%Mar 31, 2024
Bridge Builder Trust0.00%300,35042,07616.29%Mar 31, 2024

Nikola's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 627.24K shares, compromising 1.20% of its total assets.

Nikola Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2411-96.56%
31 Mar, 243205.61%
31 Dec, 233032.02%
30 Sep, 2329710.00%
30 Jun, 232700.37%
31 Mar, 23269-4.95%
31 Dec, 222835.60%
30 Sep, 222681.52%
30 Jun, 22264-10.20%
31 Mar, 22294-2.97%
31 Dec, 213035.94%
30 Sep, 212861.42%
30 Jun, 212824.44%
31 Mar, 212702.27%
31 Dec, 202640.76%
30 Sep, 2026231.66%
30 Jun, 2019919800.00%
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
30 Sep, 111-

As of 30 Jun 24, 11 institutions are holding Nikola's shares, representing a decrease of -96.56% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24120,450-99.96%
31 Mar, 24327,204,652-27.16%
31 Dec, 23449,206,30795.51%
30 Sep, 23229,756,943-4.09%
30 Jun, 23239,564,86410.48%
31 Mar, 23216,837,21951.72%
31 Dec, 22142,919,1279.24%
30 Sep, 22130,834,2606.64%
30 Jun, 22122,692,09510.59%
31 Mar, 22110,946,8511.25%
31 Dec, 21109,577,8572.73%
30 Sep, 21106,665,20916.69%
30 Jun, 2191,407,88418.29%
31 Mar, 2177,277,18013.73%
31 Dec, 2067,948,78631.04%
30 Sep, 2051,853,758-13.04%
30 Jun, 2059,632,5656655320.20%
31 Mar, 20896-
31 Dec, 19896-
30 Sep, 19896-
30 Jun, 19896-
31 Mar, 19896-
30 Sep, 1110,649-

Nikola (NKLA) has 120.45K shares outstanding as of 30 Jun 24, down -99.96% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 240.01%0.00%
31 Mar, 2424.49%0.78%
31 Dec, 2356.15%7.82%
30 Sep, 2326.80%2.35%
30 Jun, 2333.80%2.17%
31 Mar, 2339.45%4.59%
31 Dec, 2229.31%3.29%
30 Sep, 2229.84%3.59%
30 Jun, 2228.85%4.04%
31 Mar, 2226.72%3.69%
31 Dec, 2126.89%3.79%
30 Sep, 2126.65%4.97%
30 Jun, 2123.17%5.97%
31 Mar, 2119.70%6.36%
31 Dec, 2017.60%9.34%
30 Sep, 2013.73%3.56%
30 Jun, 2019.63%39533981000.00%
31 Mar, 200.00%242466.67%
31 Dec, 190.00%330800.00%
30 Sep, 190.00%333166.67%
30 Jun, 190.00%217400.00%
31 Mar, 190.00%-
30 Sep, 110.00%-

As of 30 Jun 24, Nikola is held by 0.01% institutional shareholders, representing a 0.00% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 242-98.55%
31 Mar, 2413824.32%
31 Dec, 23111-27.45%
30 Sep, 2315319.53%
30 Jun, 231288.47%
31 Mar, 23118-24.36%
31 Dec, 2215631.09%
30 Sep, 221194.39%
30 Jun, 22114-13.64%
31 Mar, 22132-2.22%
31 Dec, 2113512.50%
30 Sep, 21120-17.24%
30 Jun, 2114517.89%
31 Mar, 21123-10.22%
31 Dec, 20137-24.73%
30 Sep, 2018211.66%
30 Jun, 20163-
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 191-
30 Sep, 111-

2 institutional shareholders have increased their position in NKLA stock as of 30 Jun 24 compared to 138 in the previous quarter (a -98.55% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 248-87.69%
31 Mar, 2465-14.47%
31 Dec, 2376117.14%
30 Sep, 2335-27.08%
30 Jun, 2348-12.73%
31 Mar, 2355-3.51%
31 Dec, 225721.28%
30 Sep, 2247-21.67%
30 Jun, 2260-7.69%
31 Mar, 2265-7.14%
31 Dec, 21709.38%
30 Sep, 216456.10%
30 Jun, 2141-28.07%
31 Mar, 21579.62%
31 Dec, 205292.59%
30 Sep, 2027-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
30 Sep, 11--

8 institutional shareholders have reduced their position in NKLA stock as of 30 Jun 24 compared to 65 in the previous quarter (a -87.69% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2411-96.56%120,450-99.96%0.01%0.00%2-98.55%8-87.69%
31 Mar, 243205.61%327,204,652-27.16%24.49%0.78%13824.32%65-14.47%
31 Dec, 233032.02%449,206,30795.51%56.15%7.82%111-27.45%76117.14%
30 Sep, 2329710.00%229,756,943-4.09%26.80%2.35%15319.53%35-27.08%
30 Jun, 232700.37%239,564,86410.48%33.80%2.17%1288.47%48-12.73%
31 Mar, 23269-4.95%216,837,21951.72%39.45%4.59%118-24.36%55-3.51%
31 Dec, 222835.60%142,919,1279.24%29.31%3.29%15631.09%5721.28%
30 Sep, 222681.52%130,834,2606.64%29.84%3.59%1194.39%47-21.67%
30 Jun, 22264-10.20%122,692,09510.59%28.85%4.04%114-13.64%60-7.69%
31 Mar, 22294-2.97%110,946,8511.25%26.72%3.69%132-2.22%65-7.14%
31 Dec, 213035.94%109,577,8572.73%26.89%3.79%13512.50%709.38%
30 Sep, 212861.42%106,665,20916.69%26.65%4.97%120-17.24%6456.10%
30 Jun, 212824.44%91,407,88418.29%23.17%5.97%14517.89%41-28.07%
31 Mar, 212702.27%77,277,18013.73%19.70%6.36%123-10.22%579.62%
31 Dec, 202640.76%67,948,78631.04%17.60%9.34%137-24.73%5292.59%
30 Sep, 2026231.66%51,853,758-13.04%13.73%3.56%18211.66%27-
30 Jun, 2019919800.00%59,632,5656655320.20%19.63%39533981000.00%163---
31 Mar, 201-896-0.00%242466.67%----
31 Dec, 191-896-0.00%330800.00%----
30 Sep, 191-896-0.00%333166.67%----
30 Jun, 191-896-0.00%217400.00%--100.00%--
31 Mar, 191-896-0.00%-1---
30 Sep, 111-10,649-0.00%-1---

Nikola Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerS-SaleSell4,636$7.75$35.91K236,793
Aug 08, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerS-SaleSell4,636$7.75$35.91K238,311
Jun 05, 2024Hoefelmann Dirk Oleofficer President, EnergyS-SaleSell17,030$0.51$8.71K1,514,870
May 20, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerP-PurchaseBuy1,000,000$0.54$540.00K7,243,005
Mar 07, 2024Pike Joseph R.officer Chief Human Resources OfficerS-SaleSell75,162$0.68$51.16K429,790

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 20, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerP-PurchaseBuy1,000,000$0.54$540.00K7,243,005

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerS-SaleSell4,636$7.75$35.91K236,793
Aug 08, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerS-SaleSell4,636$7.75$35.91K238,311
Jun 05, 2024Hoefelmann Dirk Oleofficer President, EnergyS-SaleSell17,030$0.51$8.71K1,514,870
Mar 07, 2024Pike Joseph R.officer Chief Human Resources OfficerS-SaleSell75,162$0.68$51.16K429,790

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerS-SaleSell4,636$7.75$35.91K236,793
Aug 08, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerS-SaleSell4,636$7.75$35.91K238,311
Jun 05, 2024Hoefelmann Dirk Oleofficer President, EnergyS-SaleSell17,030$0.51$8.71K1,514,870
May 20, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerP-PurchaseBuy1,000,000$0.54$540.00K7,243,005
Apr 29, 2024Tully Carla M.director-A-AwardBuy333,000--362,100
Apr 29, 2024PETROVICH MARY Ldirector-A-AwardBuy348,000--502,034
Apr 29, 2024Vesey Andrewdirector-A-AwardBuy348,000--470,541
Apr 29, 2024Mansuetti Michael L.director-A-AwardBuy333,000--491,597
Apr 29, 2024PERTCHIK JONATHANdirector-A-AwardBuy333,000--379,600
Apr 29, 2024Vesco John Cdirector-A-AwardBuy333,000--408,350
Apr 29, 2024Smith Bruce L.director-A-AwardBuy333,000--476,921
Apr 29, 2024SHINDLER STEVEN Mdirector-A-AwardBuy455,000--1,027,680
Apr 29, 2024Pike Joseph R.officer Chief Human Resources OfficerA-AwardBuy644,000--1,073,790
Apr 29, 2024Worthen Britton M.officer Chief Legal OfficerA-AwardBuy1,137,000--1,784,449
Apr 29, 2024Hoefelmann Dirk Oleofficer President, EnergyA-AwardBuy1,237,000--1,531,900
Apr 29, 2024Okray Thomas Bofficer Chief Financial OfficerA-AwardBuy1,778,000--1,778,000
Apr 29, 2024Chan Mary Sofficer Chief Operating OfficerA-AwardBuy1,478,000--2,024,230
Apr 29, 2024Girsky Stephen Jdirector, officer Chief Executive OfficerA-AwardBuy3,978,000--6,243,005
Apr 26, 2024Tully Carla M.director-A-AwardBuy29,100--29,100
Mar 07, 2024Pike Joseph R.officer Chief Human Resources OfficerS-SaleSell75,162$0.68$51.16K429,790

The last insider sell of Nikola's stock was made by Girsky Stephen J on Aug 13 2024, selling 4,636 shares at $7.75 per share (valued at $35.91K). The last insider buy of NKLA was made by Girsky Stephen J on May 20 2024, buying 1,000,000 shares at $0.54 per share (worth $540.00K).

Nikola Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 20241611600.00%
Q1 2024-5-
Q4 202341400.00%
Q3 20233650.00%
Q2 202365120.00%
Q1 2023-2-
Q4 20223212924.81%
Q3 2022104025.00%
Q2 20221411400.00%
Q1 2022-4-
Q4 2021-3-
Q3 2021-1-
Q2 20211011000.00%
Q1 2021-2-
Q4 202043133.33%
Q3 2020104250.00%
Q2 2020124300.00%
Q4 20186--
Q2 20184666.67%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Nikola's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 202411100.00%
Q1 2024-4-
Q4 2023---
Q3 2023-6-
Q2 2023-4-
Q1 2023-2-
Q4 2022-66-
Q3 20221273.70%
Q2 2022---
Q1 2022-1-
Q4 2021-1-
Q3 2021-1-
Q2 2021-1-
Q1 2021---
Q4 2020---
Q3 2020-1-
Q2 20201--
Q4 20186--
Q2 20184--

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Nikola's stocks.

Nikola Peer Ownership


TickerCompany
ZEVLightning eMotors, Inc.
PCARPACCAR Inc
CNHICNH Industrial NV
AGCOAGCO Corporation
LEVThe Lion Electric Company
DEDeere & Company
CATCaterpillar Inc.
IDEXIdeanomics, Inc.
HYFMHydrofarm Holdings Group, Inc.
WNCWabash National Corporation
XOSXos, Inc.

NKLA Ownership FAQ


Nikola is owned by institutional shareholders (0.01%), insiders (4.80%), and public (95.19%). The largest institutional shareholder of Nikola is ALPS ADVISORS INC (0.01% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (1.20% of total shares).

Nikola's major institutional shareholders are ALPS ADVISORS INC, GOTHAM ASSET MANAGEMENT, LLC, UNIQUE WEALTH STRATEGIES, LLC, RONALD BLUE TRUST, INC., and MATHER GROUP, LLC.. The top five shareholders own together 0.01% of the company's share outstanding.

As of Jun 2024, there are 11 institutional shareholders of Nikola.

ALPS ADVISORS INC owns 98.9K shares of Nikola, representing 0.01% of the company's total shares outstanding, valued at $810.02K (as of Jun 2024).

As of Jun 2024, GOTHAM ASSET MANAGEMENT, LLC holds 11.73K shares of Nikola (NKLA), compromising 0.00% of the company, valued at $96.09K.

UNIQUE WEALTH STRATEGIES, LLC is the third largest holder of Nikola. The company owns 3.06K of the company's shares outstanding (worth $3.18K).