Core Scientific Inc. - 29CORZZPreferred / convertible

13F holders, Q3 2024 (September 30)
35holders −37
2new positions
40sold out
1famous investor
$11.79avg. 13F price*

At the end of Q3 2024, 35 institutions reported holding Core Scientific Inc. - 29 (CORZZ) in their 13F filings, down 37 from Q2 2024. 2 opened new positions and 40 sold out. The largest holders were Perigon Wealth Management, LLC ($4.3M), Susquehanna International Group, LLP ($2.4M) and Pathstone Holdings, LLC ($2.3M). One famous investor held it Ken Griffin ( of Citadel Advisors's portfolio).

Company
Core Scientific Inc. - 29
CUSIP
21874A130
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 49Q1 2024Q2 2024: 72Q2 2024Q3 2024: 35Q3 2024Q4 2024: 36Q4 2024Q1 2025: 33Q1 2025Q2 2025: 34Q2 2025Q3 2025: 31Q3 2025Q4 2025: 31Q4 2025Q1 2026: 29Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$179K
Exits40$82.7M

All 13F filers, Q2 2024 → Q3 2024: 70,827 shares bought and 11,820,162 shares sold, net −11,749,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

Perigon Wealth Management, LLC — No change 367,735 $4.3M
Susquehanna International Group, LLP — Reduce -0.3% 199,721 $2.4M
Pathstone Holdings, LLC — Reduce -76.0% 198,105 $2.3M
CWA Asset Management Group, LLC — — 158,277 $1.9M
Qube Research & Technologies Ltd — Add +87.9% 118,931 $1.4M
Citadel Advisors — Reduce -73.5% 95,205 $1.1M
Scotia Capital Inc. — Reduce -29.6% 56,969 $675K
Verum Partners LLC — Reduce -0.3% 52,764 $621K
Fiduciary Alliance LLC — Reduce -0.5% 52,450 $617K
Red Door Wealth Management, LLC — No change 51,421 $605K
Morgan Stanley — No change 49,679 $584K
Lindbrook Capital, LLC — No change 38,486 $453K
Cowen and Company, LLC — Reduce -94.2% 24,919 $293K
Wells Fargo & Company — Add +0.4% 20,281 $239K
K2 Principal Fund, L.P. — Reduce -94.8% 15,951 $188K
Virtu Financial LLC — New 15,095 $179K
Delta Asset Management LLC — No change 10,615 $125K
Creative Planning — Reduce -35.1% 10,015 $118K
Blair William & Co. — Reduce -98.8% 6,452 $76K
Royal Bank of Canada — Reduce -13.3% 4,333 $51K
Wolverine Asset Management LLC — Reduce -94.8% 2,564 $30K
Bank of America Corp. — Reduce -12.4% 1,768 $21K
UBS Group AG — Reduce -88.2% 1,217 $14K
Osaic Holdings, Inc. — Reduce -12.5% 1,107 $13K
HHM Wealth Advisors, LLC — No change 946 $11K
Global Retirement Partners, LLC — No change 691 $8K
Capital Advisors, Ltd. LLC — No change 531 $6K
Hexagon Capital Partners LLC — Reduce -98.3% 211 $2K
Creative Financial Designs Inc. — No change 105 $1K
Glass Jacobson Investment Advisors llc — No change 105 $1K
Allworth Financial LP — No change 84 $988
Cornerstone Planning Group LLC — No change 21 $299
Steward Partners Investment Advisory, LLC — New 21 $247
Tower Research Capital LLC (TRC) — No change 18 $212
Clearstead Advisors, LLC — Reduce -100.0% 3 $36

"% of holder's portfolio" is CORZZ's weight in each manager's 13F, not the share of Core Scientific Inc. - 29 the manager owns.