Skip to main content

Wolfspeed, Inc.

WOLF
Exchange
NYSE
Industry
Semiconductors & Related Devices
SEC CIK
0000895419

No open-market purchases or sales by Wolfspeed, Inc. insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $3.16B in total; Third Point is the only superinvestor holding it.

13F holders, Q4 2021

Institutional positions in Wolfspeed, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
450
+114 vs. Q3 2021
Shares held
123.9M
+6.53M (+5.6%) vs. Q3 2021
Total value
$13.8B
+$4.47B (+47.6%) vs. Q3 2021
New holders
171
114 more added
Sold out
57
111 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WOLF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 450 institutions
Q1 2021: 412 institutionsQ2 2021: 403 institutionsQ3 2021: 341 institutionsQ4 2021: 450 institutionsQ1 2022: 441 institutionsQ2 2022: 424 institutionsQ3 2022: 507 institutionsQ4 2022: 498 institutionsQ1 2023: 473 institutionsQ2 2023: 441 institutionsQ3 2023: 408 institutionsQ4 2023: 403 institutionsQ1 2024: 371 institutionsQ2 2024: 344 institutionsQ3 2024: 321 institutionsQ4 2024: 307 institutionsQ1 2025: 306 institutionsQ2 2025: 220 institutionsQ3 2025: 136 institutionsQ4 2025: 152 institutionsQ1 2026: 154 institutionsQ2 2026: 267 institutions
Value heldQ4 2021: $13.8B
Q1 2021: $13.1BQ2 2021: $12.1BQ3 2021: $9.44BQ4 2021: $13.8BQ1 2022: $14.8BQ2 2022: $8.19BQ3 2022: $13.2BQ4 2022: $9.30BQ1 2023: $9.02BQ2 2023: $7.64BQ3 2023: $5.23BQ4 2023: $6.01BQ1 2024: $4.11BQ2 2024: $3.20BQ3 2024: $1.48BQ4 2024: $936.1MQ1 2025: $427.1MQ2 2025: $26.3MQ3 2025: $485.4MQ4 2025: $774.3MQ1 2026: $864.5MQ2 2026: $3.16B
Institutions holding WOLF and their total value by quarter
QuarterHoldersValue
Q2 2026267$3.16B
Q1 2026154$864.5M
Q4 2025152$774.3M
Q3 2025136$485.4M
Q2 2025220$26.3M
Q1 2025306$427.1M
Q4 2024307$936.1M
Q3 2024321$1.48B
Q2 2024344$3.20B
Q1 2024371$4.11B
Q4 2023403$6.01B
Q3 2023408$5.23B
Q2 2023441$7.64B
Q1 2023473$9.02B
Q4 2022498$9.30B
Q3 2022507$13.2B
Q2 2022424$8.19B
Q1 2022441$14.8B
Q4 2021450$13.8B
Q3 2021341$9.44B
Q2 2021403$12.1B
Q1 2021412$13.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2021.

Institutions holding WOLF in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.14,916,503$1.67B0.04%−1,545,581−9.4%Reduced
Capital Research Global Investors14,236,967$1.59B0.35%+38,439+0.3%Added
Capital International Investors10,973,850$1.23B0.26%+706,538+6.9%Added
Vanguard Group Inc10,927,379$1.22B0.03%+60,507+0.6%Added
Clearbridge Investments, LLC6,333,658$707.9M0.48%−687,182−9.8%Reduced
JPMorgan Chase & Co5,166,486$577.5M0.07%−6,994−0.1%Reduced
State Street Corp3,285,784$367.3M0.02%+27,480+0.8%Added
Norges Bank3,171,279$354.5M0.07%−315,967−9.1%Reduced
Alliancebernstein L.P.2,877,234$321.6M0.11%+985,591+52.1%Added
Artisan Partners Limited Partnership2,350,474$262.7M0.31%+208,042+9.7%Added
Primecap Management Co2,204,652$246.4M0.17%−341,500−13.4%Reduced
Neuberger Berman Group LLC2,122,844$237.3M0.19%+2,122,844New
Goldman Sachs Group Inc1,911,381$213.6M0.05%+591,358+44.8%Added
FMR LLC1,780,069$199.0M0.01%+769,522+76.1%Added
Capital World Investors1,699,245$189.9M0.03%+679,892+66.7%Added
Geode Capital Management, LLC1,434,656$160.4M0.02%−45,311−3.1%Reduced
Frontier Capital Management Co LLC1,403,452$156.9M1.24%+382,620+37.5%Added
American Century Companies Inc1,377,524$154.0M0.10%+5240.0%Added
Invesco Ltd.1,372,708$153.4M0.04%−138,041−9.1%Reduced
Bank of New York Mellon Corp1,325,247$148.1M0.03%−1,896−0.1%Reduced
Pictet Asset Management SA1,281,700$143.3M0.14%+1,281,700New
Nuveen Asset Management, LLC1,253,591$140.1M0.04%+99,076+8.6%Added
Bank of America Corp1,229,312$137.4M0.01%+88,967+7.8%Added
Canada Pension Plan Investment Board1,133,714$126.7M0.13%+50,000+4.6%Added
William Blair Investment Management, LLC1,128,400$126.1M0.34%−284,339−20.1%Reduced
Pendal Group Limited1,122,133$125.4M1.00%−288,205−20.4%Reduced
First Trust Advisors LP1,011,287$113.0M0.11%+102,209+11.2%Added
Charles Schwab Investment Management Inc998,932$111.7M0.03%+15,927+1.6%Added
Northern Trust Corp935,201$104.5M0.02%−30,009−3.1%Reduced
Allianz Asset Management GmbH801,747$89.6M0.07%+801,747New
D. E. Shaw & Co., Inc.703,328$78.6M0.10%+485,516+222.9%Added
Morgan Stanley637,955$71.3M0.01%+63,275+11.0%Added
AXA S.A.637,386$71.2M0.18%+8,861+1.4%Added
Dimensional Fund Advisors LP590,817$66.0M0.02%−590,143−50.0%Reduced
Korea Investment CORP589,981$65.9M0.17%+589,981New
Renaissance Technologies LLC583,442$65.2M0.08%+62,172+11.9%Added
Two Sigma Investments, LP554,240$61.9M0.15%+18,982+3.5%Added
UBS Asset Management Americas Inc531,982$59.5M0.02%+531,982New
Nan Shan Life Insurance Co., Ltd.523,232$58.5M0.89%−220,583−29.7%Reduced
Janus Henderson Group PLC468,431$52.4M0.02%+11,703+2.6%Added
Brilliance Asset Management Ltd462,057$51.6M10.76%+462,057New
Marshall Wace, LLP450,129$50.3M0.10%+419,834+1,385.8%Added
Principal Financial Group Inc429,139$48.0M0.03%+29,968+7.5%Added
Nomura Holdings Inc428,347$47.9M0.28%+129,513+43.3%Added
Wells Fargo & Company422,751$47.3M0.01%−49,445−10.5%Reduced
Natixis420,858$47.0M0.16%+420,858New
Rafferty Asset Management, LLC402,145$44.9M0.24%+137,284+51.8%Added
Citigroup Inc384,990$43.0M0.04%−65,101−14.5%Reduced
Iridian Asset Management LLC371,758$41.6M2.62%−584,394−61.1%Reduced
Handelsbanken Fonder AB359,421$40.2M0.20%−369,045−50.7%Reduced
Trillium Asset Management, LLC352,475$39.4M0.92%+11,558+3.4%Added
Credit Suisse AG339,633$38.0M0.03%−179,770−34.6%Reduced
Retirement Systems of Alabama315,657$35.3M0.12%+315,657New
Rhumbline Advisers302,613$33.8M0.04%+11,514+4.0%Added
Tairen Capital Ltd291,876$32.6M5.02%+291,876New
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management279,761$31.3M1.16%00.0%Unchanged
Swiss National Bank255,141$28.5M0.02%00.0%Unchanged
Mirova246,958$27.6M3.31%−106,097−30.1%Reduced
New York State Common Retirement Fund246,839$27.6M0.03%−190,181−43.5%Reduced
California Public Employees Retirement System246,195$27.5M0.02%+11,955+5.1%Added
Legal & General Group Plc240,254$26.9M0.01%−25,476−9.6%Reduced
Raymond James & Associates234,792$26.2M0.02%−20,541−8.0%Reduced
Firsthand Capital Management, Inc.210,000$23.5M8.94%−10,000−4.5%Reduced
Allspring Global Investments Holdings, LLC207,792$23.2M0.03%+207,792New
Oak Harbor Wealth Partners, LLC203,825$22.8M7.85%+203,825New
Ameriprise Financial Inc196,934$22.0M0.01%−10,599−5.1%Reduced
American International Group, Inc.195,981$21.9M0.11%+195,981New
Parametric Portfolio Associates LLC195,695$21.9M0.01%+32,136+19.6%Added
Wolverine Asset Management LLC179,817$20.1M0.24%+179,817New
UBS Group AG172,215$19.2M0.01%−100,869−36.9%Reduced
Central Securities Corp170,000$19.0M1.89%00.0%Unchanged
California State Teachers Retirement System161,238$18.0M0.02%+161,238New
Capital Group Private Client Services, Inc.156,543$17.5M0.19%−3,202−2.0%Reduced
New York State Teachers Retirement System143,099$16.0M0.03%−132,240−48.0%Reduced
Manufacturers Life Insurance Company, The140,244$15.7M0.01%+140,244New
Select Equity Group, L.P.138,576$15.5M0.05%+26,453+23.6%Added
D L Carlson Investment Group Inc133,192$14.9M2.38%+17,891+15.5%Added
Triodos Investment Management BV130,000$14.5M1.90%−45,000−25.7%Reduced
Moore Capital Management, LP130,000$14.5M0.37%+130,000New
State Board of Administration of Florida Retirement System129,964$14.5M0.03%00.0%Unchanged
SEI Investments Co129,581$14.5M0.03%+129,581New
Woodline Partners LP121,611$13.6M0.20%−107,640−47.0%Reduced
Collaborative Holdings Management LP120,000$13.4M5.50%+120,000New
Panview Asian Equity Master Fund119,822$13.4M21.39%−30,044−20.0%Reduced
Two Sigma Advisers, LP118,000$13.2M0.03%+81,000+218.9%Added
Capital International Inc117,546$13.1M0.12%+12,153+11.5%Added
Royal Bank of Canada107,503$12.0M0.00%−24,534−18.6%Reduced
Ensign Peak Advisors, Inc106,317$11.9M0.02%−58,270−35.4%Reduced
Deutsche Bank AG104,298$11.7M0.01%+3,969+4.0%Added
Mutual of America Capital Management LLC103,749$11.6M0.12%+1,954+1.9%Added
Cubist Systematic Strategies, LLC100,558$11.2M0.11%−82,471−45.1%Reduced
Driehaus Capital Management LLC89,892$10.0M0.10%+89,892New
Wellington Management Group LLP84,528$9.45M0.00%+84,528New
Texas Permanent School Fund83,920$9.38M0.12%−1,498−1.8%Reduced
Amalgamated Bank83,136$9.29M0.07%−880−1.0%Reduced
Jericho Capital Asset Management L.P.81,975$9.16M0.34%+81,975New
Shellback Capital, LP80,634$9.01M0.52%+80,634New
Healthcare of Ontario Pension Plan Trust Fund80,023$8.94M0.02%+80,023New
Price T Rowe Associates Inc78,977$8.83M0.00%+2,990+3.9%Added
Erste Asset Management GmbH80,750$8.80M0.16%+8,710+12.1%Added