CION Investment Corporation (CION) Ownership
CION ownership summary
as of October 18, 2026- Institutions
- 33.8% of shares outstanding
- Insiders
- 0.78% of shares outstanding
- Shares outstanding
- 49.2M
- Float
- 0 shares available to trade
- Short interest
- 3.91% 1.9M shares short
- Days to cover
- 5.60 short interest down 0.9% vs prior month
- Institutions 33.80%
- Insiders 0.78%
- Other investors 65.42%
CION top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLC | 3.13% | 1.5M | $10.1M | — | June 30, 2026 |
| 2 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 2.90% | 1.4M | $9.4M | +709,149 (+98.7%) | June 30, 2026 |
| 3 | Amvescap Plc. | 2.78% | 1.4M | $9.0M | +751,300 (+121.7%) | June 30, 2026 |
| 4 | Morgan Stanley - Brokerage Accounts | 2.58% | 1.3M | $8.3M | +114,000 (+9.9%) | June 30, 2026 |
| 5 | Van Eck Associates Corporation | 2.51% | 1.2M | $8.1M | +268,242 (+27.7%) | June 30, 2026 |
| 6 | LPL Financial Corp | 2.07% | 1.0M | $6.7M | +29,876 (+3.0%) | June 30, 2026 |
| 7 | UBS Group AG | 1.86% | 916K | $6.0M | +232,651 (+34.1%) | June 30, 2026 |
| 8 | Callodine Capital Management, LP | 1.37% | 674K | $4.4M | +61,750 (+10.1%) | June 30, 2026 |
| 9 | Berger Financial Group, Inc | 0.82% | 404K | $2.7M | −2,406 (−0.6%) | June 30, 2026 |
| 10 | LSV Asset Management | 0.79% | 388K | $2.6M | — | June 30, 2026 |
| 11 | Arkadios Wealth Advisors | 0.66% | 322K | $2.1M | −13,058 (−3.9%) | June 30, 2026 |
| 12 | D. E. Shaw & Co LP | 0.64% | 313K | $2.1M | −35,933 (−10.3%) | June 30, 2026 |
| 13 | Advisor Group Holdings, Inc. | 0.59% | 291K | $1.9M | +40,843 (+16.3%) | June 30, 2026 |
| 14 | Hennion & Walsh Asset Management Inc | 0.59% | 291K | $1.9M | −26,496 (−8.4%) | June 30, 2026 |
| 15 | Advisors Asset Management | 0.59% | 290K | $1.9M | −17,754 (−5.8%) | June 30, 2026 |
| 16 | Renaissance Technologies Corp | 0.51% | 249K | $1.6M | −23,200 (−8.5%) | June 30, 2026 |
| 17 | Commonwealth Equity Services, LLC | 0.42% | 208K | $1.4M | −10,320 (−4.7%) | June 30, 2026 |
| 18 | Sigma Planning Corp | 0.41% | 200K | $1.3M | −11,506 (−5.4%) | June 30, 2026 |
| 19 | BlackRock Inc | 0.40% | 196K | $1.3M | −4,878 (−2.4%) | June 30, 2026 |
| 20 | Bank of America Corp | 0.35% | 170K | $1.1M | +113,949 (+203.6%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 9 holders added 2.3M shares and 9 cut 146K.
CION top mutual fund and ETF holders
14 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Invesco KBW High Dividend Yld Fincl ETF | 2.72% | 1.3M | $8.8M | — | September 30, 2026 |
| 2 | Special Opportunities Fund | 1.85% | 910K | $6.0M | — | March 31, 2026 |
| 3 | VanEck BDC Income ETF | 1.80% | 886K | $5.8M | — | September 30, 2026 |
| 4 | High Income Securities | 1.27% | 626K | $4.1M | — | May 31, 2026 |
| 5 | BankInvest Børsnoterede Alt. Akk. W | 0.37% | 184K | $1.2M | — | March 31, 2026 |
| 6 | iShares Listed Private Eq ETF USD Dist | 0.34% | 167K | $1.1M | — | September 30, 2026 |
| 7 | Alternative Credit Income I | 0.25% | 121K | $796,072 | — | August 31, 2026 |
| 8 | Virtus Private Credit ETF | 0.19% | 94K | $619,803 | — | September 30, 2026 |
| 9 | Invesco BuyBack Achievers ETF | 0.07% | 32K | $213,081 | — | September 30, 2026 |
| 10 | Mediobanca SICAV PE Strat C | 0.04% | 20K | $129,757 | — | August 31, 2026 |
| 11 | Catalyst/SMH Total Return Income A | 0.03% | 15K | $96,214 | — | June 30, 2026 |
| 12 | Monachil Credit Income I | 0.02% | 10K | $65,900 | — | June 30, 2026 |
| 13 | Morgan Stanley Pathway Sm-Md Cp Eq ETF | 0.01% | 6,379 | $42,038 | — | September 30, 2026 |
| 14 | Counsel Global Listed Private Eq Pl A | <0.01% | 401 | $2,643 | — | July 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CION insider transactions
latest 4| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-05-27 | Peter I Finlay | Buy | $9.66 | 200 | $1,932 |
| 2025-05-22 | Stephen Roman | Buy | $9.48 | 600 | $5,688 |
| 2025-05-16 | Robert A Breakstone | Buy | $9.72 | 500 | $4,860 |
| 2025-05-12 | Michael A Reisner | Buy | $9.69 | 515 | $4,990 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CION shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CION
Institutional investors own 33.8% of CION Investment's shares and insiders 0.78%. The largest holder is Bulldog Investors, LLC with 3.13% of the shares (1.5M), as of June 30, 2026. Among the top 20 institutions, 9 added shares and 9 reduced their stake in the latest filings. Short interest is 3.91% of the float, or 5.60 days of average trading volume. The share count rose 176.6% since 2014.
Related: CION analyst forecast, CION key metrics, CION dividend history. See the CION stock overview for the latest quote and news.
CION ownership FAQ
Who owns the most CION Investment stock?
The largest shareholders of CION Investment are Bulldog Investors, LLC (3.13%), CAMBRIDGE Invest RESEARCH ADVISORS, INC. (2.90%), Amvescap Plc. (2.78%), Morgan Stanley - Brokerage Accounts (2.58%), Van Eck Associates Corporation (2.51%).
What percentage of CION Investment is owned by institutions?
Institutions hold 33.8% of CION Investment's shares outstanding; insiders hold 0.78%.
Which funds own CION Investment?
The largest fund holders of CION Investment are Invesco KBW High Dividend Yld Fincl ETF (2.72%), Special Opportunities Fund (1.85%), VanEck BDC Income ETF (1.80%), High Income Securities (1.27%), BankInvest Børsnoterede Alt. Akk. W (0.37%).
What is CION Investment's short interest?
1.9M shares of CION Investment were sold short, 3.91% of the float; at the average daily volume it would take 5.60 days to cover.
Are insiders buying or selling CION Investment?
Of the latest 4 reported insider transactions in CION Investment (since May 12, 2025), 4 were purchases and 0 were sales.
How many shares of CION Investment are outstanding?
CION Investment has 49.2M shares outstanding, of which an unreported number are in the public float.