CION INVESTMENT CORP (CION) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $91.59M 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 $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 $11.55M, representing an estimated gain of +20.55% 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
134
Total Reported Value
$91.59M
Largest Holder
Bulldog Investors, Llp
Largest Position
$9.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
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 | $11,550,913 | +$1,968,731 | +20.55% | |
| Invesco Ltd. | 0.00% | 1,368,725 | $8,527,157 | $10,279,125 | +$1,751,968 | +20.55% | |
| Morgan Stanley | 0.00% | 1,266,950 | $7,893,104 | $9,514,795 | +$1,621,691 | +20.55% | |
| Van Eck Associates Corp | 0.00% | 1,236,397 | $7,702,753 | $9,285,341 | +$1,582,588 | +20.55% | |
| Lpl Financial Llc | 0.00% | 1,019,029 | $6,348,551 | $7,652,908 | +$1,304,357 | +20.55% | |
| Ubs Group Ag | 0.00% | 915,653 | $5,704,519 | $6,876,554 | +$1,172,035 | +20.55% | |
| Callodine Capital Management, Lp | 0.28% | 674,138 | $4,199,880 | $5,062,776 | +$862,896 | +20.55% | |
| Berger Financial Group, Inc | 0.13% | 404,493 | $2,519,992 | $3,037,742 | +$517,750 | +20.55% | |
| Arkadios Wealth Advisors | 0.03% | 322,360 | $2,008,302 | $2,420,924 | +$412,622 | +20.55% | |
| D. E. Shaw & Co., Inc. | 0.00% | 312,707 | $1,948,165 | $2,348,430 | +$400,265 | +20.55% | |
| Osaic Holdings, Inc. | 0.00% | 291,108 | $1,813,602 | $2,186,221 | +$372,619 | +20.55% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 290,756 | $1,811,410 | $2,183,578 | +$372,168 | +20.55% | |
| Advisors Asset Management, Inc. | 0.03% | 290,200 | $1,807,946 | $2,179,402 | +$371,456 | +20.55% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 248,600 | $1,548,778 | $1,866,986 | +$318,208 | +20.55% |
| Envestnet Asset Management Inc | 0.00% | 210,410 | $1,310,856 | $1,580,179 | +$269,323 | +20.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 207,748 | $1,294,270 | $1,560,187 | +$265,917 | +20.55% | |
| Sigma Planning Corp | 0.03% | 200,157 | $1,246,978 | $1,503,179 | +$256,201 | +20.55% | |
| Blackrock, Inc. | 0.00% | 195,515 | $1,218,058 | $1,468,318 | +$250,260 | +20.55% | |
| Pinkerton Wealth, Llc | 0.10% | 163,035 | $1,115,158 | $1,224,393 | +$109,235 | +9.80% | |
| Bank Of America Corp | 0.00% | 169,916 | $1,058,577 | $1,276,069 | +$217,492 | +20.55% | |
| Kestra Advisory Services, Llc | 0.00% | 169,515 | $1,056,081 | $1,273,058 | +$216,977 | +20.55% | |
| Sherman Porfolios, Llc | 0.08% | 143,122 | $978,953 | $1,074,846 | +$95,893 | +9.80% | |
| Alpine Global Management, Llc | 0.16% | 155,635 | $969,606 | $1,168,819 | +$199,213 | +20.55% | |
| Diversify Advisory Services, Llc | 0.01% | 128,023 | $768,290 | $961,453 | +$193,163 | +25.14% | |
| Diversify Wealth Management, Llc | 0.01% | 128,023 | $768,290 | $961,453 | +$193,163 | +25.14% | |
| Legacy Wealth Managment, Llc/Id | 0.31% | 121,169 | $754,883 | $909,979 | +$155,096 | +20.55% | |
| Qube Research & Technologies Ltd | 0.00% | 113,967 | $710,014 | $855,892 | +$145,878 | +20.55% | |
| Virtus Investment Advisers, Llc | 0.16% | 108,061 | $673,220 | $811,538 | +$138,318 | +20.55% | |
| Cetera Investment Advisers | 0.00% | 96,207 | $599,367 | $722,515 | +$123,148 | +20.55% | |
| Financial Gravity Asset Management, Inc. | 0.10% | 85,834 | $587,105 | $644,613 | +$57,508 | +9.80% | |
| Adapt Wealth Advisors, Llc | 0.19% | 92,197 | $574,387 | $692,399 | +$118,012 | +20.55% | |
| Apollon Wealth Management, Llc | 0.01% | 87,043 | $542,278 | $653,693 | +$111,415 | +20.55% | |
| Curi Capital, Llc | 0.01% | 75,452 | $470,066 | $566,645 | +$96,579 | +20.55% | |
| International Assets Investment Management, Llc | 0.03% | 70,091 | $451,308 | $526,383 | +$75,075 | +16.64% | |
| Ameriprise Financial Inc | 0.00% | 70,563 | $439,608 | $529,928 | +$90,320 | +20.55% | |
| Royal Bank Of Canada | 0.00% | 68,994 | $430,000 | $518,145 | +$88,145 | +20.50% | |
| Endowment Wealth Management, Inc. | 0.17% | 68,503 | $426,776 | $514,458 | +$87,682 | +20.55% | |
| Apollo Management Holdings, L.P. | 0.01% | 63,263 | $394,125 | $475,105 | +$80,980 | +20.55% | |
| Private Advisor Group, Llc | 0.00% | 62,823 | $391,389 | $471,801 | +$80,412 | +20.55% | |
| Independent Financial Group, Llc | 0.01% | 62,627 | $390,169 | $470,329 | +$80,160 | +20.54% | |
| Two Sigma Investments, Lp | 0.00% | 61,461 | $382,902 | $461,572 | +$78,670 | +20.55% | |
| Campbell & Co Investment Adviser Llc | 0.02% | 53,883 | $335,691 | $404,661 | +$68,970 | +20.55% | |
| Engineers Gate Manager Lp | 0.00% | 37,935 | $236,335 | $284,892 | +$48,557 | +20.55% | |
| Continuum Advisory, Llc | 0.02% | 37,229 | $231,937 | $279,590 | +$47,653 | +20.55% | |
| Founders Financial Securities Llc | 0.01% | 36,904 | $229,912 | $277,149 | +$47,237 | +20.55% | |
| Closed-End Fund Advisors, Inc. | 0.21% | 34,430 | $214,499 | $258,569 | +$44,070 | +20.55% | |
| Strategic Blueprint, Llc | 0.01% | 34,177 | $212,925 | $256,669 | +$43,744 | +20.54% | |
| Symmetry Partners, Llc | 0.01% | 33,214 | $206,923 | $249,437 | +$42,514 | +20.55% | |
| Concurrent Investment Advisors, Llc | 0.00% | 30,842 | $192,146 | $231,623 | +$39,477 | +20.55% | |
| Raymond James Financial Inc | 0.00% | 30,327 | $188,937 | $227,756 | +$38,819 | +20.55% |
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.