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CION Investment Corp

CION
Exchange
NYSE
SEC CIK
0001534254

No open-market purchases or sales by CION Investment Corp insiders were filed in the last 90 days; 138 institutions reported holding it in 13F filings for Q2 2026, worth $100.4M in total; no superinvestor holds it.

Other share classesCICBCICC

Q1 2022 vs. Q4 2021

How the institutions holding CION Investment Corp changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of CION: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders82273−7
Shares4.14M33.3K4.72M+614.0K (+14.9%)
Value$54.5M$436.0K$67.6M+$13.5M (+25.0%)

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held CION Investment Corp at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to CION in Q1 2022
InstitutionSharesValue% of portfolio
Millennium Management LLC329,338$4.87M0.01%
BlackRock Inc.312,291$4.62M0.00%
WealthPlan Investment Management, LLC201,893$2.26M0.16%
Goldman Sachs Group Inc103,564$1.53M0.00%
Acorn Financial Advisory Services Inc98,641$1.46M0.29%
JPMorgan Chase & Co49,502$733.0K0.00%
Geneos Wealth Management Inc.38,023$562.0K0.02%
Arete Wealth Advisors, LLC33,688$499.0K0.04%
Beacon Capital Management, LLC19,326$287.0K0.07%
ExodusPoint Capital Management, LP18,067$267.0K0.00%
Symphony Financial, Ltd. Co.15,533$193.0K0.05%
Stifel Financial Corp11,800$175.0K0.00%
Renaissance Technologies LLC11,500$170.0K0.00%
Buckingham Strategic Partners11,245$155.0K0.02%
Sciencast Management LP11,479$153.0K0.04%
Mercer Global Advisors Inc10,207$151.0K0.00%
Qube Research & Technologies Ltd10,188$151.0K0.00%
Heirloom Wealth Management14,549$151.0K0.10%
DFPG Investments, LLC11,845$139.0K0.05%
Ovata Capital Management Ltd950$14.0K0.00%
Financial Connections Group, Inc.877$12.0K0.01%
Heritage Wealth Management, LLC451$7.00K0.00%
Global Retirement Partners, LLC542$6.00K0.00%

Sold out (30)

Institutions that held CION Investment Corp at the end of Q4 2021 and filed for Q1 2022 without it.

Not filed for Q1 2022 yet (2)

Institutions that held CION Investment Corp at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CION in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Harbour Investments, Inc.19,263$252.0K
Collaborative Wealth Managment Inc.14,062$184.0K