CION Investment Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 11/14/2025 | 1.54 M | $14.58 M | 0.00% | 2.92% |
| VAN ECK ASSOCIATES CORP | 11/13/2025 | 1.36 M | $12.88 M | 4.16% | 2.58% |
| INVESCO LTD. | 11/13/2025 | 1.25 M | $11.82 M | -7.14% | 2.37% |
| NORTH GROUND CAPITAL | 10/29/2025 | 1.00 M | $9.51 M | 100.56% | 1.91% |
| LPL FINANCIAL LLC | 11/12/2025 | 991.40 K | $9.40 M | -7.16% | 1.88% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 798.40 K | $7.57 M | -11.51% | 1.52% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 794.11 K | $7.53 M | -10.51% | 1.51% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 708.92 K | $6.72 M | 4.59% | 1.35% |
| UBS GROUP AG | 11/13/2025 | 574.05 K | $5.44 M | 4.01% | 1.09% |
| CALLODINE CAPITAL MANAGEMENT, LP | 11/13/2025 | 562.39 K | $5.33 M | 2.25% | 1.07% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 515.78 K | $4.89 M | -11.90% | 0.98% |
| BERGER FINANCIAL GROUP, INC | 10/14/2025 | 484.89 K | $4.60 M | -0.52% | 0.92% |
| MORGAN STANLEY | 11/14/2025 | 460.93 K | $4.37 M | 0.28% | 0.88% |
| BLACKROCK, INC. | 11/12/2025 | 386.20 K | $3.66 M | 24.00% | 0.73% |
| PINKERTON RETIREMENT SPECIALISTS, LLC | 11/13/2025 | 369.34 K | $3.50 M | -20.01% | 0.70% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 11/12/2025 | 360.94 K | $3.42 M | 4,580.88% | 0.69% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 337.10 K | $3.20 M | 2.34% | 0.64% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 332.60 K | $3.15 M | -30.69% | 0.63% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 307.50 K | $2.92 M | 2.95% | 0.58% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 289.31 K | $2.74 M | -6.77% | 0.55% |
| SIGMA PLANNING CORP | 11/10/2025 | 277.04 K | $2.63 M | -19.13% | 0.53% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 273.06 K | $2.59 M | 10.24% | 0.52% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10/24/2025 | 267.86 K | $2.54 M | 0.09% | 0.51% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 260.67 K | $2.47 M | -8.70% | 0.50% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 238.82 K | $2.26 M | 8.79% | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 237.74 K | $2.25 M | 2.81% | 0.45% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 236.01 K | $2.46 M | -8.98% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 226.32 K | $2.15 M | 13.22% | 0.43% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 186.60 K | $1.77 M | 0.00% | 0.35% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/05/2025 | 184.03 K | $1.75 M | 0.00% | 0.35% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 11/10/2025 | 182.12 K | $1.73 M | -1.06% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 165.49 K | $1.57 M | -9.18% | 0.31% |
| HIGHPOINT ADVISOR GROUP LLC | 11/05/2025 | 157.70 K | $1.50 M | 0.00% | 0.30% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 11/12/2025 | 123.19 K | $1.13 M | -7.27% | 0.23% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 114.80 K | $1.10 M | 76.62% | 0.22% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 113.89 K | $1.08 M | 189.76% | 0.22% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 96.59 K | $915.64 K | -11.51% | 0.18% |
| ALPINE GLOBAL MANAGEMENT, LLC | 11/21/2025 | 88.84 K | $842.17 K | 0.00% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 88.30 K | $837.07 K | 1,083.95% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 87.03 K | $825.00 K | 100.00% | 0.17% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 67.27 K | $637.74 K | -3.49% | 0.13% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | 11/14/2025 | 63.26 K | $599.73 K | 0.00% | 0.12% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 11/06/2025 | 62.77 K | $595.07 K | -1.66% | 0.12% |
| JANE STREET GROUP, LLC | 11/14/2025 | 62.70 K | $594.42 K | 100.00% | 0.12% |
| PARADIGM FINANCIAL PARTNERS, LLC | 11/12/2025 | 57.61 K | $546.14 K | -17.11% | 0.11% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 50.84 K | $481.97 K | 53.49% | 0.10% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 50.42 K | $478.02 K | 2.87% | 0.10% |
| COOPER FINANCIAL GROUP | 10/07/2025 | 49.20 K | $466.39 K | -3.34% | 0.09% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 11/14/2025 | 46.65 K | $442.20 K | -41.90% | 0.09% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 45.81 K | $434.32 K | -10.67% | 0.09% |
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CION Investment Corporation institutional Ownership - FAQ's
During the previous two years, 199 institutional investors and hedge funds held shares of CION Investment Corporation. The most heavily invested institutionals were:
Bulldog Investors, LLP: 1.54 M
VAN ECK ASSOCIATES CORP: 1.36 M
Invesco Ltd.: 1.25 M
North Ground Capital: 1 M
LPL Financial LLC: 991,403
Cambridge Investment Research Advisors, Inc.: 798,395
36.31% of CION Investment Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 20.44 M shares in the last 24 months. This purchase volume represents approximately $202.79 M in transactions.