Nikola Corp.
13F holders, Q2 2024 (June 30)13holders −277
1new positions
153sold out
1famous investor
$6.79avg. 13F price*
At the end of Q2 2024, 13 institutions reported holding Nikola Corp. in their 13F filings, down 277 from Q1 2024. 1 opened new positions and 153 sold out. The largest holders were Alps Advisors Inc. ($810K), Gotham Asset Management ($96K) and Sanctuary Advisors, LLC ($11K). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Nikola Corp.
- CUSIP
- 654110105
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 153 | $16.1M |
All 13F filers, Q1 2024 → Q2 2024: 11,554 shares bought and 523,735 shares sold, net −512,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Alps Advisors Inc. | 0.01% | Reduce -9.0% | 98,904 | $810K |
| Gotham Asset Management | 0.00% | Add +31.7% | 11,732 | $96K |
| Sanctuary Advisors, LLC | 0.00% | — | 16,826 | $11K |
| Global X Japan Co., Ltd. | 0.00% | No change | 688 | $6K |
| Unique Wealth Strategies, LLC | 0.00% | New | 3,059 | $3K |
| Blue Trust, Inc. | 0.00% | Add +2900.0% | 3,000 | $3K |
| Mather Group, Llc. | 0.00% | Add +3300.0% | 1,700 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -0.6% | 116 | $951 |
| Kiely Wealth Advisory Group, Inc. | 0.00% | Reduce -1.2% | 56 | $435 |
| IFP Advisors, Inc | 0.00% | Add +1926.4% | 1,176 | $414 |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -31.4% | 16 | $131 |
| Northwest Capital Management Inc | 0.00% | Reduce -10.0% | 3 | $25 |
| Cwm, LLC | 0.00% | Add +6.5% | 50 | $0 |
"% of holder's portfolio" is NIKOLA CORP's weight in each manager's 13F, not the share of Nikola Corp. the manager owns.