CION INVESTMENT CORP (CION) Top Institutional Shareholders
CION INVESTMENT CORP (CION) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $103.29M in CION holdings during the latest filing period.
Bulldog Investors, Llp is currently the largest disclosed institutional shareholder of CION tracked by InsiderSet, reporting ownership valued at approximately $10.52M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.37M, representing an estimated loss of -1.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed CION value among the investors covered in this analysis. Major shareholders include Bulldog Investors, Llp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in CION INVESTMENT CORP (CION).
This page ranks the largest institutional CION shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
157
Total Reported Value
$103.29M
Largest Holder
Bulldog Investors, Llp
Largest Position
$10.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
183
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bulldog Investors, Llp | 2.36% | 1,538,071 | $10,520,406 | $10,366,599 | -$153,807 | -1.46% | |
| Morgan Stanley | 0.00% | 1,152,950 | $7,886,181 | $7,770,883 | -$115,298 | -1.46% | |
| Lpl Financial Llc | 0.00% | 989,153 | $6,765,809 | $6,666,891 | -$98,918 | -1.46% | |
| Private Advisor Group, Llc | 0.03% | 860,616 | $5,886,610 | $5,800,552 | -$86,058 | -1.46% | |
| Ubs Group Ag | 0.00% | 683,002 | $4,671,734 | $4,603,433 | -$68,301 | -1.46% | |
| Invesco Ltd. | 0.00% | 617,425 | $4,223,187 | $4,161,445 | -$61,743 | -1.46% | |
| Callodine Capital Management, Lp | 0.30% | 612,388 | $4,188,734 | $4,127,495 | -$61,239 | -1.46% | |
| Berger Financial Group, Inc | 0.16% | 406,899 | $2,783,187 | $2,742,499 | -$40,688 | -1.46% | |
| Independent Financial Group, Llc | 0.03% | 281,873 | $2,677,053 | $1,899,824 | -$777,229 | -29.03% | |
| D. E. Shaw & Co., Inc. | 0.00% | 348,640 | $2,384,698 | $2,349,834 | -$34,864 | -1.46% | |
| Arkadios Wealth Advisors | 0.04% | 335,418 | $2,294,258 | $2,260,717 | -$33,541 | -1.46% | |
| Pinkerton Wealth, Llc | 0.20% | 228,636 | $2,210,909 | $1,541,007 | -$669,902 | -30.30% | |
| Hennion & Walsh Asset Management, Inc. | 0.07% | 317,252 | $2,170,004 | $2,138,278 | -$31,726 | -1.46% | |
| Advisors Asset Management, Inc. | 0.04% | 307,954 | $2,106,405 | $2,075,610 | -$30,795 | -1.46% | |
| Kestra Advisory Services, Llc | 0.01% | 299,079 | $2,045,700 | $2,015,792 | -$29,908 | -1.46% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 271,800 | $1,859,112 | $1,831,932 | -$27,180 | -1.46% |
| Qube Research & Technologies Ltd | 0.00% | 269,726 | $1,844,926 | $1,817,953 | -$26,973 | -1.46% | |
| Osaic Holdings, Inc. | 0.00% | 250,265 | $1,711,810 | $1,686,786 | -$25,024 | -1.46% | |
| Commonwealth Equity Services, Llc | 0.00% | 218,068 | $1,491,590 | $1,469,778 | -$21,812 | -1.46% | |
| Sigma Planning Corp | 0.04% | 211,663 | $1,447,778 | $1,426,609 | -$21,169 | -1.46% | |
| Envestnet Asset Management Inc | 0.00% | 208,386 | $1,425,358 | $1,404,522 | -$20,836 | -1.46% | |
| Jane Street Group, Llc | 0.00% | 208,273 | $1,424,587 | $1,403,760 | -$20,827 | -1.46% | |
| Legacy Wealth Managment, Llc/Id | 0.71% | 208,062 | $1,423,144 | $1,402,338 | -$20,806 | -1.46% | |
| Diversify Wealth Management, Llc | 0.02% | 186,522 | $1,395,269 | $1,257,158 | -$138,111 | -9.90% | |
| Blackrock, Inc. | 0.00% | 200,393 | $1,370,688 | $1,350,649 | -$20,039 | -1.46% | |
| Alpine Global Management, Llc | 0.20% | 194,060 | $1,327,370 | $1,307,964 | -$19,406 | -1.46% | |
| Raymond James Financial Inc | 0.00% | 176,084 | $1,204,415 | $1,186,806 | -$17,609 | -1.46% | |
| Sherman Porfolios, Llc | 0.08% | 143,122 | $978,953 | $964,642 | -$14,311 | -1.46% | |
| Onedigital Investment Advisors Llc | 0.01% | 140,140 | $958,560 | $944,544 | -$14,016 | -1.46% | |
| Cetera Investment Advisers | 0.00% | 122,748 | $839,593 | $827,322 | -$12,271 | -1.46% | |
| Two Sigma Investments, Lp | 0.00% | 115,695 | $791,354 | $779,784 | -$11,570 | -1.46% | |
| Adapt Wealth Advisors, Llc | 0.24% | 95,767 | $655,046 | $645,470 | -$9,576 | -1.46% | |
| Xtx Topco Ltd | 0.01% | 92,998 | $636,106 | $626,807 | -$9,299 | -1.46% | |
| Virtus Investment Advisers, Llc | 0.17% | 89,408 | $611,551 | $602,610 | -$8,941 | -1.46% | |
| Financial Gravity Asset Management, Inc. | 0.10% | 85,834 | $587,105 | $578,521 | -$8,584 | -1.46% | |
| Apollon Wealth Management, Llc | 0.01% | 84,234 | $576,161 | $567,737 | -$8,424 | -1.46% | |
| Citadel Advisors Llc | 0.00% | 78,454 | $536,625 | $528,780 | -$7,845 | -1.46% | |
| North Ground Capital | 0.62% | 75,000 | $513,000 | $505,500 | -$7,500 | -1.46% | |
| International Assets Investment Management, Llc | 0.03% | 70,091 | $475,763 | $472,413 | -$3,350 | -0.70% | |
| Jump Financial, Llc | 0.01% | 68,004 | $465,148 | $458,347 | -$6,801 | -1.46% | |
| Endowment Wealth Management, Inc. | 0.20% | 66,400 | $454,174 | $447,536 | -$6,638 | -1.46% | |
| Campbell & Co Investment Adviser Llc | 0.03% | 66,313 | $453,581 | $446,950 | -$6,631 | -1.46% | |
| Ameriprise Financial Inc | 0.00% | 64,014 | $437,858 | $431,454 | -$6,404 | -1.46% | |
| Apollo Management Holdings, L.P. | 0.01% | 63,262 | $432,715 | $426,386 | -$6,329 | -1.46% | |
| Ae Wealth Management Llc | 0.00% | 56,447 | $386,100 | $380,453 | -$5,647 | -1.46% | |
| Bank Of America Corp | 0.00% | 55,967 | $382,814 | $377,218 | -$5,596 | -1.46% | |
| Millennium Management Llc | 0.00% | 49,474 | $338,402 | $333,455 | -$4,947 | -1.46% | |
| Cooper Financial Group | 0.03% | 44,610 | $305,131 | $300,671 | -$4,460 | -1.46% | |
| Trivium Point Advisory, Llc | 0.05% | 41,959 | $287,000 | $282,804 | -$4,196 | -1.46% | |
| Catalyst Funds Management Pty Ltd | 0.05% | 41,406 | $283,217 | $279,076 | -$4,141 | -1.46% |
Frequently asked questions about CION
Who owns the most CION stock?
The largest holders of CION are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CION INVESTMENT CORP (CION).
Is CION widely held by superinvestors?
Many widely followed stocks like CION appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CION is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.