CION · NYSE · Asset Management

CĪON Investment

Provides senior-secured loans to U.S. middle-market companies.

$7.48
After-hours close+0.08 (+1.08%)
At close$7.40(−0.13%)

Breakdown13F · Form 4

Institutions 32.32%16.09M sharesInsiders 0.44%218.3K sharesOther 67.24%33.48M shares

Shares outstanding 49.79M · Float 49.34M · 99.1% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Bulldog Investors, LLP1.54M3.09%13FAug 14, 2026
Invesco Ltd.1.37M2.75%13FAug 14, 2026
Morgan Stanley1.27M2.54%13FAug 13, 2026
Van Eck Associates Corp1.24M2.48%13FAug 14, 2026
LPL Financial LLC1.02M2.05%13FAug 7, 2026

Institutions13F, as of Jun 30, 2026

140 holders · 16.09M shares · 14 new positions · 54 increased · 54 reduced · 35 closed

HolderShares% outstandingChg q/qFiled
Bulldog Investors, LLP1.54M3.09%0Aug 14, 2026
Invesco Ltd.1.37M2.75%+751.3KAug 14, 2026
Morgan Stanley1.27M2.54%+114.0KAug 13, 2026
Van Eck Associates Corp1.24M2.48%+268.2KAug 14, 2026
LPL Financial LLC1.02M2.05%+29.9KAug 7, 2026
UBS Group AG915.7K1.84%+232.7KAug 13, 2026
Cambridge Investment Research Advisors, Inc.713.8K1.43%−4.7KJul 30, 2026
Callodine Capital Management, LP674.1K1.35%+61.8KAug 14, 2026

Beneficial owners13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

InsidersForm 4

InsiderRoleShares% outstandingFiled
Gregg A. Bresnerofficer: President & CIO128.2K0.26%Apr 2, 2025
Michael A. Reisnerdirector, officer: Co-Chairman & Co-CEO46.5K0.09%Aug 13, 2025
Robert A. Breakstonedirector15.8K0.03%May 19, 2025
Stephen Romanofficer: CCO & Secretary12.9K0.03%May 22, 2025
Eric A. Pineroofficer: Chief Legal Officer9.1K0.02%Mar 18, 2025
Mark Gattodirector, officer: Co-Chairman & Co-CEO3.1K0.01%May 13, 2025
Peter I. Finlaydirector2.8K0.01%May 28, 2025

3 ten-percent owners hold 158.4K shares by Form 4, outside the officers-and-directors figure above · 7 people have not refiled in the last 18 months (84.4K shares), so they are not in the figure above

Latest trades

Nothing filed in the last 12 months.

CongressHouse and Senate disclosures

Not reported.