Core Scientific Inc. - 29CORZZPreferred / convertible

13F holders, Q1 2025 (March 31)
33holders −3
3new positions
5sold out
$7.19avg. 13F price*

At the end of Q1 2025, 33 institutions reported holding Core Scientific Inc. - 29 (CORZZ) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 5 sold out. The largest holders were Perigon Wealth Management, LLC ($1.9M), CWA Asset Management Group, LLC ($1.1M) and Susquehanna International Group, LLP ($862K).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$361K
Exits5$1.4M

All 13F filers, Q4 2024 → Q1 2025: 146,868 shares bought and 408,166 shares sold, net −261,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders
Perigon Wealth Management, LLC — No change 258,157 $1.9M
CWA Asset Management Group, LLC — No change 158,277 $1.1M
Susquehanna International Group, LLP — Reduce -46.5% 120,071 $862K
Qube Research & Technologies Ltd — Add +0.9% 119,975 $861K
Virtu Financial LLC — Add +45.0% 77,557 $557K
LMR Partners LLP — Add +3135.6% 57,723 $414K
Verum Partners LLC — No change 52,764 $379K
Red Door Wealth Management, LLC — No change 50,836 $365K
Morgan Stanley — No change 49,679 $357K
Fiduciary Alliance LLC — Reduce -4.3% 46,872 $337K
Goldman Sachs Group Inc. — New 31,793 $228K
Flow Traders U.S. LLC — Add +91.5% 21,376 $153K
Wells Fargo & Company — No change 20,281 $146K
Group One Trading LLC — New 13,185 $95K
Pathstone Holdings, LLC — Reduce -94.2% 11,401 $82K
UBS Group AG — Add +212.9% 7,816 $56K
Delta Asset Management LLC — Reduce -33.0% 7,115 $51K
Wolverine Asset Management LLC — Reduce -57.2% 5,684 $41K
Disciplined Equity Management, Inc. — New 5,276 $38K
Bank of America Corp. — Add +1.2% 1,788 $13K
Prudent Man Investment Management, Inc. — No change 880 $12K
Osaic Holdings, Inc. — No change 1,107 $8K
HHM Wealth Advisors, LLC — No change 946 $7K
Royal Bank of Canada — Reduce -82.0% 781 $6K
Capital Advisors, Ltd. LLC — No change 531 $4K
Hexagon Capital Partners LLC — No change 211 $2K
Glass Jacobson Investment Advisors llc — No change 105 $1K
Blair William & Co. — No change 121 $869
Creative Financial Designs Inc. — No change 105 $754
Bank of Montreal — No change 105 $754
Allworth Financial LP — No change 84 $628
Cornerstone Planning Group LLC — No change 21 $148
Clearstead Advisors, LLC — No change 3 $22

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