CION Investment CION Institutional Ownership

NYSE CION

$7.21 -0.04 (-0.55%)

As of: Sep 10, 2026 · 2:02 PM EDT

Institutions by Trading Activity

137 Institutions

Increased 53 38.7%

Unchanged 29 21.2%

Reduced 55 40.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

32.37%

▼-1.48 pp QoQ

Shares Held by Institutions

16.08Mn

of 49.66Mn outstanding

▼-0.36% 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)

-58.66K

distributed since last quarter

Value of Holdings

$117.99Mn

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) has 137 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 32.4% of outstanding shares in June 2026, down from 33.9% in March 2026.
They decreased total shares held in CION Investment by -0.36% from the prior quarter, while the number of investors in CION decreased 14.91% year over year.
Of these 137 holders, 53 added to their stakes in CION Investment, 55 trimmed positions, and 29 made no changes.
Altogether, these fund groups held 16.08Mn shares in CION by June 2026, down by 58.66K shares quarter on quarter, and down 4.14Mn shares year over year.
Bulldog Investors, LLP holds the largest position in CION at 1.54Mn shares as of June 30, 2026, or 3.1% of shares outstanding.
Top purchasers of CION stock for the quarter ending June 2026 included 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).
Leading sellers of CION Investment shares for the quarter ending June 2026 were 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).
Per Business Quant, the top 10 investors in CION for the quarter ending June 2026 include 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