Core Scientific Inc. - 29CORZZPreferred / convertible

13F holders, Q4 2024 (December 31)
36holders +1
5new positions
4sold out
1famous investor
$14.17avg. 13F price*

At the end of Q4 2024, 36 institutions reported holding Core Scientific Inc. - 29 (CORZZ) in their 13F filings, up 1 from Q3 2024. 5 opened new positions and 4 sold out. The largest holders were Perigon Wealth Management, LLC ($3.8M), Susquehanna International Group, LLP ($3.2M) and Pathstone Holdings, LLC ($2.8M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$434K
Exits4$980K

All 13F filers, Q3 2024 → Q4 2024: 106,139 shares bought and 254,281 shares sold, net −148,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders
Perigon Wealth Management, LLC — Reduce -29.8% 258,157 $3.8M
Susquehanna International Group, LLP — Add +12.5% 224,626 $3.2M
Pathstone Holdings, LLC — No change 198,105 $2.8M
CWA Asset Management Group, LLC — No change 158,277 $2.2M
Qube Research & Technologies Ltd — No change 118,931 $1.7M
Virtu Financial LLC — Add +254.3% 53,476 $752K
Verum Partners LLC — No change 52,764 $740K
Red Door Wealth Management, LLC — Reduce -1.1% 50,836 $713K
Morgan Stanley — No change 49,679 $696K
Fiduciary Alliance LLC — Reduce -6.6% 48,998 $687K
Citadel Advisors — Reduce -54.0% 43,827 $616K
Lindbrook Capital, LLC — No change 38,486 $540K
Wells Fargo & Company — No change 20,281 $284K
HRT Financial LP — New 15,790 $222K
Wolverine Asset Management LLC — Add +417.7% 13,273 $186K
Flow Traders U.S. LLC — New 11,165 $157K
Delta Asset Management LLC — No change 10,615 $149K
Royal Bank of Canada — No change 4,333 $61K
UBS Group AG — Add +105.3% 2,498 $35K
Skaana Management L.P. — New 2,019 $28K
LMR Partners LLP — New 1,784 $25K
Bank of America Corp. — Reduce -0.1% 1,767 $25K
Osaic Holdings, Inc. — No change 1,107 $16K
HHM Wealth Advisors, LLC — No change 946 $13K
Prudent Man Investment Management, Inc. — — 880 $12K
Global Retirement Partners, LLC — No change 691 $10K
Capital Advisors, Ltd. LLC — No change 531 $7K
Hexagon Capital Partners LLC — No change 211 $3K
Blair William & Co. — Reduce -98.1% 121 $2K
Glass Jacobson Investment Advisors llc — No change 105 $1K
Creative Financial Designs Inc. — No change 105 $1K
Bank of Montreal — New 105 $1K
Allworth Financial LP — No change 84 $1K
Tower Research Capital LLC (TRC) — No change 18 $252
Cornerstone Planning Group LLC — No change 21 $235
Clearstead Advisors, LLC — No change 3 $43

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