CION Investment CION Institutional Ownership

NYSE CION

$7.13 +0.11 (+1.61%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

137 Institutions

Increased 54 39.4%

Unchanged 30 21.9%

Reduced 53 38.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

32.37%

▼-1.32 pp QoQ

Shares Held by Institutions

16.08Mn

of 49.66Mn outstanding

▲+0.14% QoQ

Shares Outstanding

49.66Mn

33.59Mn held outside 13F filers

Institutional Investors

137

filed 13F for Jun 2026

▼-23 vs prior quarter

Net Shares Added (QoQ)

+23.06K

accumulated since last quarter

Value of Holdings

$113.33Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

CION Investment Corp (NYSE:CION) is held by 137 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 32.4% of CION Investment's outstanding shares in June 2026, down from 33.7% in March 2026.
They increased total shares held in CION Investment by 0.14% from the prior quarter, while the number of investors in CION decreased 14.91% year over year.
During the quarter, 54 of these 137 funds increased positions in CION, 53 reduced exposure, and 30 held steady.
Altogether, these fund groups held 16.08Mn shares in CION by June 2026, up by 23.06K shares quarter on quarter, and down 2.91Mn shares year over year.
Bulldog Investors, LLP is the top holder of CION Investment as of June 30, 2026, with 1.54Mn shares representing 3.1% of outstanding stock.
The most significant purchases of CION for the quarter ending June 2026 came from Invesco Ltd. (751.3K), VAN ECK ASSOCIATES CORP (268.24K), UBS Group AG (232.65K), Diversify Advisory Services, LLC (128.02K), Morgan Stanley (114.0K).
Top sellers of CION stock for the quarter ending June 2026 included Private Advisor Group, LLC (797.79K), Qube Research & Technologies Ltd (155.76K), Raymond James Financial Inc (145.76K), BI Asset Management Fondsmaeglerselskab A/S (145.46K), Kestra Advisory Services, LLC (129.56K).
According to Business Quant data, leading holders of CION for June 2026 are Bulldog Investors, LLP (1.54Mn), Invesco Ltd. (1.37Mn), Morgan Stanley (1.27Mn), VAN ECK ASSOCIATES CORP (1.24Mn), LPL Financial LLC (1.02Mn), UBS Group AG (915.65K), Cambridge Investment Research Advisors, Inc. (713.83K), Callodine Capital Management, LP (674.14K), Berger Financial Group, Inc (404.49K), LSV ASSET MANAGEMENT (387.54K).

Form 13F Holdings

137 Institutional Holders

Report period 30 Jun, 2026

Total shares held 16.08Mn

Of outstanding 32.37%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Bulldog Investors, LLP	0001504304	1,538,071	3.10%	0	0.00%	$9.58Mn
2	Invesco Ltd.	0000914208	1,368,725	2.76%	▲751,300	+121.68%	$8.53Mn
3	Morgan Stanley	0000895421	1,266,950	2.55%	▲114,000	+9.89%	$7.89Mn
4	VAN ECK ASSOCIATES CORP	0000869178	1,236,397	2.49%	▲268,242	+27.71%	$7.70Mn
5	LPL Financial LLC	0001403438	1,019,029	2.05%	▲29,876	+3.02%	$6.35Mn
6	UBS Group AG	0001610520	915,653	1.84%	▲232,651	+34.06%	$5.70Mn
7	Cambridge Investment Research Advisors, Inc.	0001419186	713,829	1.44%	▼4,680	-0.65%	$4.45K
8	Callodine Capital Management, LP	0001741675	674,138	1.36%	▲61,750	+10.08%	$4.20Mn
9	Berger Financial Group, Inc	0001826136	404,493	0.81%	▼2,406	-0.59%	$2.52Mn
10	LSV ASSET MANAGEMENT	0001050470	387,536	0.78%	0	0.00%	$2.41K
11	Arkadios Wealth Advisors	0001800798	322,360	0.65%	▼13,058	-3.89%	$2.01Mn
12	D. E. Shaw & Co., Inc.	0001009207	312,707	0.63%	▼35,933	-10.31%	$1.95Mn
13	OSAIC HOLDINGS, INC.	0001677044	291,108	0.59%	▲40,843	+16.32%	$1.81Mn
14	Hennion & Walsh Asset Management, Inc.	0001861642	290,756	0.59%	▼26,496	-8.35%	$1.81Mn
15	Advisors Asset Management, Inc.	0001297376	290,200	0.58%	▼17,754	-5.77%	$1.81Mn
16	RENAISSANCE TECHNOLOGIES LLC	0001037389	248,600	0.50%	▼23,200	-8.54%	$1.55Mn
17	ENVESTNET ASSET MANAGEMENT INC	0001407543	210,410	0.42%	▲2,024	+0.97%	$1.31Mn
18	COMMONWEALTH EQUITY SERVICES, LLC	0000312272	207,748	0.42%	▼10,320	-4.73%	$1.29Mn
19	Sigma Planning Corp	0001449126	200,157	0.40%	▼11,506	-5.44%	$1.25Mn
20	BlackRock, Inc.	0002012383	195,515	0.39%	▼4,878	-2.43%	$1.22Mn

Showing 1 to 20 of 137 holders