Nikola Ownership | Who Owns Nikola?
Nikola Ownership Summary
Nikola is owned by 51.31% institutional investors, 3.19% insiders, and 45.50% retail investors. Unique wealth strategies is the largest institutional shareholder, holding 0.00% of NKLA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.49% of its assets in Nikola shares.
NKLA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail | 
|---|---|---|---|---|
| Stock | Nikola | 51.31% | 3.19% | 45.50% | 
| Sector | Industrials Stocks List | 46.15% | 6.91% | 46.94% | 
| Industry | Agricultural - Machinery Stocks List | 51.31% | 3.19% | 45.50% | 
| Idea | Electric Vehicle Stocks List | 21.78% | 14.72% | 63.51% | 
| Idea | EV Car Stocks List | 14.35% | 22.13% | 63.52% | 
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value | 
|---|---|---|---|
| Unique wealth strategies | 3.06K | 0.00% | $3.18K | 
| Ifp advisors | 1.18K | 0.00% | $414.00 | 
| Quadrature capital | - | - | - | 
| First trust advisors lp | - | - | - | 
| Scientech research | - | - | - | 
| Price t rowe associates inc /md/ | - | - | - | 
| Geode capital management | - | - | - | 
| Diversify wealth management | - | - | - | 
| Voya investment management | - | - | - | 
| Physician wealth advisors | - | - | - | 
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value | 
|---|---|---|---|
| Unique wealth strategies | 3.06K | 0.00% | $3.18K | 
| Quadrature capital | - | - | - | 
| Diversify wealth management | - | - | - | 
| First trust advisors lp | - | - | - | 
| Scientech research | - | - | - | 
| Price t rowe associates inc /md/ | - | - | - | 
| Physician wealth advisors | - | - | - | 
| Geode capital management | - | - | - | 
| Voya investment management | - | - | - | 
| Activest wealth management | - | - | - | 
Top Buyers
| Holder | Shares | % Assets | Change | 
|---|---|---|---|
| Unique wealth strategies | 3.06K | 0.00% | 3.06K | 
| Umb bank, n.a. | - | - | -1.00 | 
| Synergy asset management | - | - | -1.00 | 
| Mcilrath & eck | - | - | -1.00 | 
| Amundi | - | - | -1.00 | 
Top Sellers
| Holder | Shares | % Assets | Change | 
|---|---|---|---|
| Blackrock | - | - | -63.52M | 
| Citigroup | - | - | -34.27M | 
| State street | - | - | -18.25M | 
| Bank of america corp /de/ | - | - | -12.37M | 
| Van eck associates | - | - | -10.70M | 
New Positions
| Holder | Shares | % Assets | Change | Value | 
|---|---|---|---|---|
| Unique wealth strategies | 3.06K | 0.00% | 3.06K | $3.18K | 
Sold Out
| Holder | Change | 
|---|---|
| Umb bank, n.a. | -1.00 | 
| Amundi | -1.00 | 
| Synergy asset management | -1.00 | 
| Mcilrath & eck | -1.00 | 
| Hhm wealth advisors | -2.00 | 
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % | 
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 185 | 0.54% | 26,366,366 | 135.65% | 51 | 10.82% | 72 | - | 35 | -5.41% | 
| Sep 30, 2024 | 184 | 3.95% | 11,188,548 | -18.09% | 21 | 2082.55% | 72 | 67.44% | 37 | -67.83% | 
| Jun 30, 2024 | 12 | -96.26% | 137,276 | -99.96% | - | 0.00% | 3 | -97.83% | 8 | -87.69% | 
| Mar 31, 2024 | 320 | 5.61% | 327,204,652 | -27.16% | 24 | 0.78% | 138 | 24.32% | 65 | -14.47% | 
| Dec 31, 2023 | 303 | 2.02% | 449,206,307 | 95.51% | 56 | 7.82% | 111 | -27.45% | 76 | 117.14% | 
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change | 
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.52M | 2.49% | - | 
| Vanguard Total Stock Mkt Idx Inv | 1.52M | 1.80% | - | 
| Vanguard Small Cap Index | 542.47K | 1.07% | 1.28K | 
| VanEck Hydrogen Ecoy ETF A USD | 717.47K | 0.85% | - | 
| Vanguard Institutional Extnd Mkt Idx Tr | 654.06K | 0.77% | - | 
| Vanguard Small Cap Growth Index Inv | 301.79K | 0.60% | -1.18K | 
| Global X Atnms & Elctrc Vhcls ETF | 417.52K | 0.49% | - | 
| Fidelity Small Cap Index | 244.79K | 0.48% | 24.00 | 
| Fidelity Extended Market Index | 311.42K | 0.37% | -4.73K | 
| Schwab US Small-Cap ETF™ | 302.23K | 0.36% | - | 
Recent Insider Transactions
| Date | Name | Role | Activity | Value | 
|---|---|---|---|---|
| Dec 04, 2024 | Hoefelmann Dirk Ole | President, Energy | Sell | $918.43 | 
| Sep 04, 2024 | Okray Thomas B | Chief Financial Officer | Sell | $8.62K | 
| Sep 04, 2024 | Hoefelmann Dirk Ole | President, Energy | Sell | $2.17K | 
| Sep 04, 2024 | Chan Mary S | Chief Operating Officer | Sell | $4.43K | 
| Aug 06, 2024 | Girsky Stephen J | Chief Executive Officer | Sell | $35.91K | 
Insider Transactions Trends
| Date | Buy | Sell | 
|---|---|---|
| 2024 Q4 | - | 1 | 
| 2024 Q3 | - | 5 | 
| 2024 Q2 | 1 | 1 | 
| 2024 Q1 | - | 4 | 
| 2023 Q4 | - | - | 
NKLA Ownership FAQ
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