CION Investment Corporation (CION)
CION Investment Corporation (CION) is listed on the New York Stock Exchange, where it has traded since January 19, 2021.
- Listed On
- the New York Stock Exchange
- Listed Since
- January 19, 2021
- Market Cap
- $352M
About CION Investment Corporation
CION Invt Corp is an externally managed, non-diversified, closed-end management investment company that has elected to be regulated as a business development company. The Companies portfolio is comprised of investments in senior secured debt, including first lien loans, second lien loans, and unitranche loans, and, to a lesser extent, collateralized securities, structured products and other similar securities, unsecured debt, and equity, of private and thinly-traded U.S. middle-market companies. Its investment objective is to generate current income and, to a lesser extent, capital appreciation for investors.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 135 institutions reported holding CION, with 15.5 million shares worth $96.7 million in aggregate. The largest reported holder was Bulldog Investors, with 1.5 million shares worth $9.6 million. Of the 5 largest holders listed below, 4 added shares and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bulldog Investors | 1,538,071 | $10M | Unchanged |
| Invesco Ltd | 1,368,725 | $9M | Added 121.68% |
| Morgan Stanley | 1,266,950 | $8M | Added 9.89% |
| Van Eck Associates | 1,236,397 | $8M | Added 27.71% |
| Lpl Financial | 1,019,029 | $6M | Added 3.02% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CION?
CION Investment Corporation (CION) is listed on the New York Stock Exchange, where it has traded since January 19, 2021.
Who are the largest institutional holders of CION?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CION were Bulldog Investors, Invesco Ltd and Morgan Stanley.
How many institutions own CION?
135 institutions reported a position in CION for the quarter ended June 30, 2026, worth $96.7 million in total.
Did institutions buy or sell CION last quarter?
Of the 5 largest reported holders, 4 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for CION.
Every reported institutional holder, plus insider and congressional trades in CION, on SentiSense.