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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

13F holders, Q3 2026

Institutional positions in CION Investment Corp as of Sep 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
1
0 vs. Q2 2026
Shares held
19.0K
−2.60K (−12.0%) vs. Q2 2026
Total value
$133.4K
−$1.19K (−0.9%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
1 more reduced

137 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CION on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holders
Q1 2021: 1 institutionQ2 2021: 0 institutionsQ3 2021: 2 institutionsQ4 2021: 82 institutionsQ1 2022: 73 institutionsQ2 2022: 129 institutionsQ3 2022: 160 institutionsQ4 2022: 172 institutionsQ1 2023: 168 institutionsQ2 2023: 169 institutionsQ3 2023: 167 institutionsQ4 2023: 180 institutionsQ1 2024: 172 institutionsQ2 2024: 179 institutionsQ3 2024: 175 institutionsQ4 2024: 177 institutionsQ1 2025: 173 institutionsQ2 2025: 161 institutionsQ3 2025: 154 institutionsQ4 2025: 166 institutionsQ1 2026: 161 institutionsQ2 2026: 138 institutions
Value held
Q1 2021: $208.0KQ2 2021: $0Q3 2021: $3.74MQ4 2021: $54.5MQ1 2022: $67.6MQ2 2022: $87.5MQ3 2022: $131.9MQ4 2022: $179.4MQ1 2023: $175.4MQ2 2023: $178.8MQ3 2023: $187.5MQ4 2023: $202.8MQ1 2024: $198.3MQ2 2024: $212.3MQ3 2024: $209.3MQ4 2024: $222.0MQ1 2025: $203.7MQ2 2025: $186.3MQ3 2025: $184.4MQ4 2025: $190.5MQ1 2026: $117.9MQ2 2026: $100.4M
Institutions holding CION and their total value by quarter
QuarterHoldersValue
Q2 2026138$100.4M
Q1 2026161$117.9M
Q4 2025166$190.5M
Q3 2025154$184.4M
Q2 2025161$186.3M
Q1 2025173$203.7M
Q4 2024177$222.0M
Q3 2024175$209.3M
Q2 2024179$212.3M
Q1 2024172$198.3M
Q4 2023180$202.8M
Q3 2023167$187.5M
Q2 2023169$178.8M
Q1 2023168$175.4M
Q4 2022172$179.4M
Q3 2022160$131.9M
Q2 2022129$87.5M
Q1 202273$67.6M
Q4 202182$54.5M
Q3 20212$3.74M
Q2 20210$0
Q1 20211$208.0K

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding CION Investment Corp; share changes are against Q2 2026.

Institutions holding CION in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Geneos Wealth Management Inc.––––Not filed
IFP Advisors, Inc––––Not filed
PAX Financial Group, LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Susquehanna International Group, LLP––––Not filed
Empowered Funds, LLC––––Not filed
Summit Wealth Group LLC––––Not filed
RFG Advisory, LLC––––Not filed
HighTower Advisors, LLC––––Not filed
BXM Wealth LLC––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Gen-Wealth Partners Inc––––Not filed
Essential Investment Partners LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Private Trust Co NA––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
Wells Fargo & Company––––Not filed
Joseph Group Capital Management––––Not filed
Spire Wealth Management––––Not filed
PlanVest Financial, Inc––––Not filed
Lodestone Wealth Management LLC––––Not filed
Signaturefd, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
New England Capital Financial Advisors LLC––––Not filed
Russell Investments Group, Ltd.––––Not filed
Umb Bank N A––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Tidemark, LLC––––Not filed
IFG Advisory, LLC––––Not filed
Simplex Trading, LLC––––Not filed
Nomura Asset Management Co Ltd––––Not filed
JPMorgan Chase & Co––––Not filed
LGT Financial Advisors LLC––––Not filed
Kozak & Associates, Inc.––––Not filed
Main Street Group, LTD––––Not filed
Richardson Financial Services Inc.––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed