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Equibles

MORGAN STANLEY

Position in CION — CION Investment Corp

CIK 895421 NEW YORK, NY
Back to CION Full portfolio

Position in CION

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$7,893,095
+$6,920 QoQ
Shares Held
1,266,950
+9.9% QoQ
Ownership
2.57%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 138 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 20% Shared 0% None 80%

Common Shares in CION Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. CION ranks #254 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 34,842,332 $4,099,897,196
2 BLK
BlackRock, Inc.
 3,487,404 $3,353,348,182
3 APO
Apollo Global Management, Inc.
 8,937,664 $1,057,415,020
4 KKR
KKR & Co. Inc.
 9,004,913 $826,470,907
5 STT
State Street Corp
 4,731,988 $802,545,157
6 AMP
Ameriprise Financial Inc
 1,743,842 $800,004,946
7 BN
BROOKFIELD Corp /ON/
 13,738,306 $585,114,445
8 AMG
Affiliated Managers Group, Inc.
 1,487,219 $503,274,901

All Filings in CION

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,893,095 1,266,950
2026-03-31 $7,886,175 1,152,950
2025-12-31 $4,388,126 453,788
2025-09-30 $4,369,613 460,930
2025-06-30 $4,398,982 459,664
2025-03-31 $5,677,553 548,556
2024-12-31 $6,230,783 546,560
2024-09-30 $14,809,012 1,244,455
2024-06-30 $13,704,834 1,130,762
2024-03-31 $6,688,627 608,057
2023-12-31 $1,331,502 117,728
2023-09-30 $1,344,914 127,239
2023-06-30 $1,381,410 133,084
2023-03-31 $1,290,106 130,710
2022-12-31 $1,447,874 148,500
2022-09-30 $722,439 84,993
2022-06-30 $592,756 68,133
2022-03-31 $419,994 28,378
2021-12-31 $32,465 2,484