Cion InvestmentCION
13F holders, Q2 2026 (June 30)138holders −23
11new positions
33sold out
2famous investors
$6.24avg. 13F price*
At the end of Q2 2026, 138 institutions reported holding Cion Investment Corp. (CION) in their 13F filings, down 23 from Q1 2026. 11 opened new positions and 33 sold out. The largest holders were Bulldog Investors, LLP ($9.6M), Invesco Ltd. ($8.5M) and Morgan Stanley ($7.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cion Investment Corp.
- CUSIP
- 17259U204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.8M |
| Exits | 33 | $6.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,041,315 shares bought and 3,072,605 shares sold, net −1,031,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Bulldog Investors, LLP | 2.12% | No change | 1,538,071 | $9.6M |
| Invesco Ltd. | 0.00% | Add +121.7% | 1,368,725 | $8.5M |
| Morgan Stanley | 0.00% | Add +9.9% | 1,266,950 | $7.9M |
| Van Eck Associates Corp. | 0.00% | Add +27.7% | 1,236,397 | $7.7M |
| LPL Financial LLC | 0.00% | Add +3.0% | 1,019,029 | $6.3M |
| UBS Group AG | 0.00% | Add +34.1% | 915,653 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 713,829 | $4.4M |
| Callodine Capital Management, LP | 0.28% | Add +10.1% | 674,138 | $4.2M |
| Berger Financial Group, Inc | 0.13% | Reduce -0.6% | 404,493 | $2.5M |
| LSV Asset Management | 0.00% | No change | 387,536 | $2.4M |
| Arkadios Wealth Advisors | 0.03% | Reduce -3.9% | 322,360 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -10.3% | 312,707 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +16.3% | 291,108 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -8.3% | 290,756 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -5.8% | 290,200 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -8.5% | 248,600 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 210,410 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.7% | 207,748 | $1.3M |
| Sigma Planning Corp | 0.03% | Reduce -5.4% | 200,157 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -2.4% | 195,515 | $1.2M |
| Pinkerton Wealth, LLC | 0.10% | Reduce -28.7% | 163,035 | $1.1M |
| Bank of America Corp. | 0.00% | Add +203.6% | 169,916 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -43.3% | 169,515 | $1.1M |
| True Freedom Investing, LLC | 0.08% | No change | 143,122 | $979K |
| Alpine Global Management, LLC | 0.16% | Reduce -19.8% | 155,635 | $970K |
| Diversify Advisory Services, LLC | 0.01% | New | 128,023 | $768K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -31.4% | 128,023 | $768K |
| Legacy Wealth Managment, LLC | 0.31% | Reduce -41.8% | 121,169 | $755K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -57.8% | 113,967 | $710K |
| Virtus Investment Advisers, LLC | 0.16% | Add +20.9% | 108,061 | $673K |
| Cetera Investment Advisers | 0.00% | Reduce -21.6% | 96,207 | $599K |
| Adapt Wealth Advisors, LLC | 0.19% | Reduce -3.7% | 92,197 | $574K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.3% | 87,043 | $542K |
| Financial Gravity Companies, Inc. | 0.08% | — | 78,833 | $491K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.5% | 76,920 | $479K |
| Curi Capital, LLC | 0.01% | New | 75,452 | $470K |
| International Assets Investment Management, LLC | 0.03% | No change | 70,091 | $451K |
| Hopwood Nicholas Hunter | 0.12% | Add +3.5% | 71,233 | $444K |
| Ameriprise Financial Inc. | 0.00% | Add +10.2% | 70,563 | $440K |
| Royal Bank of Canada | 0.00% | Add +105.1% | 68,994 | $430K |
| Endowment Wealth Management, Inc. | 0.17% | Add +3.2% | 68,503 | $427K |
| Apollo Management Holdings, L.P. | 0.01% | Add +0.0% | 63,263 | $394K |
| Private Advisor Group, LLC | 0.00% | Reduce -92.7% | 62,823 | $391K |
| Independent Financial Group, LLC | 0.01% | Add +39.8% | 62,627 | $390K |
| Two Sigma Investments, LP | 0.00% | Reduce -46.9% | 61,461 | $383K |
| AE Wealth Management LLC | 0.00% | Add +2.5% | 57,839 | $360K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -18.7% | 53,883 | $336K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -79.0% | 38,565 | $240K |
| Engineers Gate Manager LP | 0.00% | Add +170.2% | 37,935 | $236K |
| Wedbush Securities Inc. | 0.01% | Add +3.6% | 37,475 | $233K |
| Continuum Advisory, LLC | 0.02% | No change | 37,229 | $232K |
| Founders Financial Securities LLC | 0.01% | No change | 36,904 | $230K |
| Closed-End Fund Advisors, Inc. | 0.21% | Add +0.1% | 34,430 | $214K |
| Strategic Blueprint, LLC | 0.01% | Reduce -4.8% | 34,177 | $213K |
| Symmetry Partners, LLC | 0.01% | No change | 33,214 | $207K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -24.0% | 30,842 | $192K |
| Creative Planning | 0.00% | Add +1.5% | 30,679 | $191K |
| Raymond James Financial Inc. | 0.00% | Reduce -82.8% | 30,327 | $189K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 29,440 | $183K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -2.4% | 28,913 | $180K |
| Trivium Point Advisory, LLC | 0.02% | Reduce -32.9% | 28,167 | $175K |
| Kovack Advisors, Inc. | 0.01% | Add +4.3% | 25,671 | $166K |
| TT Capital Management LLC | 0.12% | Reduce -2.0% | 25,312 | $158K |
| Avior Wealth Management, LLC | 0.00% | No change | 24,806 | $155K |
| WINTON GROUP Ltd | 0.00% | Reduce -3.6% | 24,300 | $151K |
| United Advisor Group, LLC | 0.02% | No change | 24,085 | $150K |
| IHT Wealth Management, LLC | 0.00% | Reduce -9.4% | 23,242 | $145K |
| Oxford Asset Management LLP | 0.07% | New | 22,676 | $141K |
| GatePass Capital, LLC | 0.05% | No change | 22,500 | $140K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +4.0% | 22,299 | $139K |
| Cerity Partners LLC | 0.00% | Reduce -2.9% | 21,864 | $136K |
| Doliver Advisors, LP | 0.03% | Reduce -40.0% | 21,600 | $135K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -18.4% | 20,973 | $131K |
| BlueChip Wealth Advisors LLC | 0.05% | Reduce -16.5% | 20,594 | $128K |
| Squarepoint Ops LLC | 0.00% | New | 20,590 | $128K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.9% | 20,062 | $125K |
| Golden State Wealth Management, LLC | 0.01% | Add +2.1% | 20,045 | $125K |
| Swmg, LLC | 0.03% | No change | 19,374 | $124K |
| A&I Financial Services, LLC | 0.05% | Reduce -21.6% | 19,510 | $122K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +3.9% | 19,229 | $120K |
| Punch & Associates Investment Management, Inc. | 0.01% | Add +27.4% | 18,920 | $118K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.9% | 17,351 | $108K |
| Legacy Advisors, LLC | 0.01% | No change | 17,000 | $106K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,687 | $104K |
| Entropy Technologies, LP | 0.00% | Reduce -5.4% | 14,716 | $92K |
| SMH Capital Advisors Inc. | 0.36% | No change | 14,600 | $91K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 14,600 | $91K |
| Kingswood Wealth Advisors, LLC | 0.00% | Reduce -0.9% | 14,466 | $90K |
| StoneX Group Inc. | 0.00% | New | 13,313 | $89K |
| Global Retirement Partners, LLC | 0.00% | — | 14,001 | $87K |
| Belpointe Asset Management LLC | 0.00% | Reduce -12.3% | 13,233 | $82K |
| Mariner, LLC | 0.00% | Reduce -4.8% | 13,115 | $82K |
| Western Wealth Management, LLC | 0.00% | No change | 13,068 | $81K |
| Merit Financial Group, LLC | 0.00% | Add +0.8% | 12,630 | $79K |
| Triumph Capital Management | 0.01% | Reduce -3.2% | 12,628 | $79K |
| BridgePort Financial Solutions, LLC | 0.02% | No change | 12,233 | $76K |
| Focus Partners Wealth | 0.00% | Reduce -35.2% | 12,150 | $76K |
| Aviso Wealth Management | 0.03% | Reduce -17.4% | 12,080 | $75K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -91.6% | 11,731 | $73K |
| First Heartland Consultants, Inc. | 0.00% | Add +2.2% | 11,653 | $73K |
| Geneos Wealth Management Inc. | 0.00% | Add +29.4% | 11,392 | $71K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 11,274 | $70K |
| PAX Financial Group, LLC | 0.01% | No change | 11,046 | $69K |
| Savvy Advisors, Inc. | 0.00% | Add +1.0% | 10,876 | $68K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.9% | 10,857 | $68K |
| Empowered Funds, LLC | 0.00% | Reduce -15.2% | 10,781 | $67K |
| Summit Wealth Group LLC / Co. | 0.01% | New | 10,541 | $66K |
| RFG Advisory, LLC | 0.00% | New | 10,230 | $64K |
| HighTower Advisors, LLC | 0.00% | Reduce -33.8% | 10,200 | $64K |
| BXM Wealth LLC | 0.03% | New | 10,190 | $63K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -22.2% | 10,106 | $63K |
| Gen-Wealth Partners Inc | 0.02% | No change | 9,500 | $59K |
| Essential Investment Partners LLC | 0.04% | No change | 8,380 | $52K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5,826 | $36K |
| Private Trust Co. NA | 0.00% | No change | 5,820 | $36K |
| BNP Paribas Financial Markets | 0.00% | Add +189.3% | 5,502 | $34K |
| NFSG Corp | 0.00% | Reduce -68.9% | 4,698 | $29K |
| Wells Fargo & Company | 0.00% | Reduce -70.2% | 4,253 | $26K |
| Joseph Group Capital Management | 0.01% | No change | 4,131 | $26K |
| Spire Wealth Management | 0.00% | No change | 3,821 | $24K |
| PlanVest Financial, Inc | 0.02% | No change | 3,708 | $23K |
| Lodestone Wealth Management LLC | 0.01% | Add +4.5% | 3,688 | $23K |
| Signaturefd, LLC | 0.00% | No change | 3,309 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.5% | 3,133 | $20K |
| New England Capital Financial Advisors LLC | 0.00% | Add +4.5% | 2,923 | $18K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,641 | $16K |
| UMB Bank, n.a. | 0.00% | New | 2,587 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.5% | 2,403 | $15K |
| Tidemark, LLC | 0.00% | No change | 2,134 | $13K |
| IFG Advisory, LLC | 0.00% | New | 2,038 | $13K |
| Simplex Trading, LLC | 0.00% | Add +12.3% | 1,600 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -6.5% | 1,597 | $10K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,578 | $10K |
| LGT Financial Advisors LLC | 0.05% | No change | 1,542 | $10K |
| Kozak & Associates, Inc. | 0.00% | Add +4.4% | 687 | $4K |
| Main Street Group, LTD | 0.00% | No change | 465 | $3K |
| Richardson Financial Services Inc. | 0.00% | No change | 399 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +36.4% | 60 | $374 |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.