CION Institutional Ownership & Shareholders
CION INVESTMENT CORP (CION) is currently held by 131 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $91.73M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bulldog Investors, Llp is currently the largest disclosed institutional shareholder of CION tracked by InsiderSet, reporting ownership valued at approximately $9.58M in its June 30, 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 $10.80M, representing an estimated gain of +12.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed CION value among the investors covered in this analysis. Major shareholders include Bulldog Investors, Llp, Invesco Ltd., Morgan Stanley, 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
131
Total Reported Value
$91.73M
Largest Holder
Bulldog Investors, Llp
Largest Position
$9.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bulldog Investors, Llp | 2.11% | 1,538,071 | $9,582,182 | $10,797,258 | +$1,215,076 | +12.68% | |
| Invesco Ltd. | 0.00% | 1,368,725 | $8,527,157 | $9,608,450 | +$1,081,293 | +12.68% | |
| Morgan Stanley | 0.00% | 1,266,950 | $7,893,104 | $8,893,989 | +$1,000,885 | +12.68% | |
| Van Eck Associates Corp | 0.00% | 1,236,397 | $7,702,753 | $8,679,507 | +$976,754 | +12.68% | |
| Lpl Financial Llc | 0.00% | 1,019,029 | $6,348,551 | $7,153,584 | +$805,033 | +12.68% | |
| Ubs Group Ag | 0.00% | 915,653 | $5,704,519 | $6,427,884 | +$723,365 | +12.68% | |
| Callodine Capital Management, Lp | 0.28% | 674,138 | $4,199,880 | $4,732,449 | +$532,569 | +12.68% | |
| Berger Financial Group, Inc | 0.13% | 404,493 | $2,519,992 | $2,839,541 | +$319,549 | +12.68% | |
| Lsv Asset Management | 0.00% | 387,536 | $2,414,000 | $2,720,503 | +$306,503 | +12.70% | |
| Arkadios Wealth Advisors | 0.03% | 322,360 | $2,008,302 | $2,262,967 | +$254,665 | +12.68% | |
| D. E. Shaw & Co., Inc. | 0.00% | 312,707 | $1,948,165 | $2,195,203 | +$247,038 | +12.68% | |
| Osaic Holdings, Inc. | 0.00% | 291,108 | $1,813,602 | $2,043,578 | +$229,976 | +12.68% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 248,600 | $1,548,778 | $1,745,172 | +$196,394 | +12.68% |
| Hennion & Walsh Asset Management, Inc. | 0.04% | 196,894 | $1,382,196 | $1,382,196 | -$0 | -0.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 194,367 | $1,364,450 | $1,364,456 | +$6 | +0.00% | |
| Sigma Planning Corp | 0.03% | 192,255 | $1,349,633 | $1,349,630 | -$3 | -0.00% | |
| Envestnet Asset Management Inc | 0.00% | 210,410 | $1,310,856 | $1,477,078 | +$166,222 | +12.68% | |
| Blackrock, Inc. | 0.00% | 195,515 | $1,218,058 | $1,372,515 | +$154,457 | +12.68% | |
| Kestra Advisory Services, Llc | 0.00% | 152,144 | $1,068,051 | $1,068,051 | -$0 | -0.00% | |
| Bank Of America Corp | 0.00% | 169,916 | $1,058,577 | $1,192,810 | +$134,233 | +12.68% | |
| Alpine Global Management, Llc | 0.16% | 155,635 | $969,606 | $1,092,558 | +$122,952 | +12.68% | |
| Diversify Advisory Services, Llc | 0.01% | 120,368 | $836,220 | $844,983 | +$8,763 | +1.05% | |
| Diversify Wealth Management, Llc | 0.01% | 120,368 | $836,220 | $844,983 | +$8,763 | +1.05% | |
| Legacy Wealth Managment, Llc/Id | 0.31% | 121,169 | $754,883 | $850,606 | +$95,723 | +12.68% | |
| Qube Research & Technologies Ltd | 0.00% | 113,967 | $710,014 | $800,048 | +$90,034 | +12.68% | |
| Virtus Investment Advisers, Llc | 0.16% | 108,061 | $673,220 | $758,588 | +$85,368 | +12.68% | |
| Cetera Investment Advisers | 0.00% | 96,207 | $599,367 | $675,373 | +$76,006 | +12.68% | |
| Apollon Wealth Management, Llc | 0.01% | 83,795 | $588,241 | $588,241 | -$0 | -0.00% | |
| Financial Gravity Asset Management, Inc. | 0.10% | 85,834 | $587,105 | $602,555 | +$15,450 | +2.63% | |
| Adapt Wealth Advisors, Llc | 0.19% | 92,197 | $574,387 | $647,223 | +$72,836 | +12.68% | |
| International Assets Investment Management, Llc | 0.03% | 70,091 | $496,344 | $492,039 | -$4,305 | -0.87% | |
| Endowment Wealth Management, Inc. | 0.17% | 70,690 | $496,242 | $496,244 | +$2 | +0.00% | |
| Janney Montgomery Scott Llc | 0.00% | 76,920 | $479,000 | $539,978 | +$60,978 | +12.73% | |
| Curi Capital, Llc | 0.01% | 75,452 | $470,066 | $529,673 | +$59,607 | +12.68% | |
| Ameriprise Financial Inc | 0.00% | 70,563 | $439,608 | $495,352 | +$55,744 | +12.68% | |
| Royal Bank Of Canada | 0.00% | 68,994 | $430,000 | $484,338 | +$54,338 | +12.64% | |
| Apollo Management Holdings, L.P. | 0.01% | 63,263 | $394,125 | $444,106 | +$49,981 | +12.68% | |
| Private Advisor Group, Llc | 0.00% | 62,823 | $391,389 | $441,017 | +$49,628 | +12.68% | |
| Two Sigma Investments, Lp | 0.00% | 61,461 | $382,902 | $431,456 | +$48,554 | +12.68% | |
| Pinkerton Wealth, Llc | 0.06% | 51,662 | $362,669 | $362,667 | -$2 | -0.00% | |
| Independent Financial Group, Llc | 0.01% | 50,259 | $352,820 | $352,818 | -$2 | -0.00% | |
| Campbell & Co Investment Adviser Llc | 0.02% | 53,883 | $335,691 | $378,259 | +$42,568 | +12.68% | |
| Sherman Porfolios, Llc | 0.05% | 43,660 | $306,492 | $306,493 | +$1 | +0.00% | |
| Founders Financial Securities Llc | 0.01% | 36,904 | $259,066 | $259,066 | +$0 | +0.00% | |
| Engineers Gate Manager Lp | 0.00% | 37,935 | $236,335 | $266,304 | +$29,969 | +12.68% | |
| Symmetry Partners, Llc | 0.01% | 33,214 | $233,162 | $233,162 | +$0 | +0.00% | |
| Continuum Advisory, Llc | 0.02% | 37,229 | $231,937 | $261,348 | +$29,411 | +12.68% | |
| Closed-End Fund Advisors, Inc. | 0.21% | 34,430 | $214,499 | $241,699 | +$27,200 | +12.68% | |
| Creative Planning | 0.00% | 29,561 | $207,519 | $207,518 | -$1 | -0.00% | |
| Koshinski Asset Management, Inc. | 0.01% | 29,440 | $206,669 | $206,669 | -$0 | -0.00% |
Frequently asked questions about CION
Who are the largest institutional holders of CION?
The largest institutional holders of CION reported in the latest SEC Form 13F filings include Bulldog Investors, Llp, Invesco Ltd., Morgan Stanley, Van Eck Associates Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported CION position.
What is CION institutional ownership?
This page tracks CION positions reported by institutional investment managers through SEC Form 13F. CION INVESTMENT CORP (CION) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CION?
InsiderSet currently tracks 131 institutional managers reporting CION holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CION shareholders.
How much CION stock do institutions own?
Institutional investment managers disclosed approximately $91.73M in CION holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CION institutional ownership last updated?
The latest CION institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CION holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CION position after the reporting date.
Are institutions buying or selling CION?
Institutional buying and selling can be analyzed by comparing CION positions across consecutive 13F reporting periods. InsiderSet's CION Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CION ownership changes.
How has CION institutional ownership changed over time?
InsiderSet tracks CION institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.