CION Investment Corp (NYSE:CION) showed up in the 13F filings of 160 institutional investors as of December 2025.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | 31 Mar, 2026 | 1,538,071 | 0 | 0.00% | $10,520,406.00 |
| Morgan Stanley | 31 Mar, 2026 | 1,152,950 | 699,162 | 154.07% | $7,886,181.00 |
| LPL Financial LLC | 31 Mar, 2026 | 989,153 | 55,168 | 5.91% | $6,765,809.00 |
| VAN ECK ASSOCIATES CORP | 31 Mar, 2026 | 968,155 | -275,711 | -22.17% | $6,622.00 |
| Private Advisor Group, LLC | 31 Mar, 2026 | 860,616 | 119,783 | 16.17% | $5,886,610.00 |
| Cambridge Investment Research Advisors, Inc. | 31 Mar, 2026 | 718,509 | -37,259 | -4.93% | $4,915.00 |
| UBS Group AG | 31 Mar, 2026 | 683,002 | 126,649 | 22.76% | $4,671,734.00 |
| Invesco Ltd. | 31 Mar, 2026 | 617,425 | -639,224 | -50.87% | $4,223,187.00 |
| Callodine Capital Management, LP | 31 Mar, 2026 | 612,388 | 50,000 | 8.89% | $4,188,734.00 |
| Berger Financial Group, Inc | 31 Mar, 2026 | 406,899 | -78,289 | -16.14% | $2,783,187.00 |
| LSV ASSET MANAGEMENT | 31 Mar, 2026 | 387,536 | 35,300 | 10.02% | $2,651.00 |
| D. E. Shaw & Co., Inc. | 31 Mar, 2026 | 348,640 | 249,109 | 250.28% | $2,384,698.00 |
| Arkadios Wealth Advisors | 31 Mar, 2026 | 335,418 | -7,960 | -2.32% | $2,294,258.00 |
| Hennion & Walsh Asset Management, Inc. | 31 Mar, 2026 | 317,252 | -97,368 | -23.48% | $2,170,004.00 |
| Advisors Asset Management, Inc. | 31 Mar, 2026 | 307,954 | 307,954 | 0.00% | $2,106,405.00 |
| Kestra Advisory Services, LLC | 31 Mar, 2026 | 299,079 | 13,071 | 4.57% | $2,045,700.00 |
| RENAISSANCE TECHNOLOGIES LLC | 31 Mar, 2026 | 271,800 | 11,000 | 4.22% | $1,859,112.00 |
| Qube Research & Technologies Ltd | 31 Mar, 2026 | 269,726 | 269,726 | 0.00% | $1,844,926.00 |
| OSAIC HOLDINGS, INC. | 31 Mar, 2026 | 250,265 | 54,854 | 28.07% | $1,711,810.00 |
| PINKERTON WEALTH, LLC | 31 Mar, 2026 | 228,636 | 0 | 0.00% | $2,210,909.00 |