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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 2022

Institutional positions in Wolfspeed, Inc. as of Dec 31, 2022. 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
498
0 vs. Q3 2022
Shares held
134.6M
+7.49M (+5.9%) vs. Q3 2022
Total value
$9.30B
−$3.84B (−29.2%) vs. Q3 2022
New holders
116
170 more added
Sold out
116
151 more reduced

9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 498 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 2022: $9.30B
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 2022

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2022.

Institutions holding WOLF in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.17,896,609$1.24B0.04%+1,362,643+8.2%Added
Capital Research Global Investors15,428,273$1.07B0.32%+1,800,156+13.2%Added
Vanguard Group Inc11,929,675$823.6M0.02%+315,664+2.7%Added
Capital International Investors10,965,699$757.1M0.20%+634,993+6.1%Added
Capital World Investors6,075,699$419.5M0.09%+3,078,585+102.7%Added
Clearbridge Investments, LLC5,701,415$393.6M0.39%−382,909−6.3%Reduced
JPMorgan Chase & Co5,031,969$347.4M0.05%−18,834−0.4%Reduced
State Street Corp4,211,849$290.8M0.02%+732,764+21.1%Added
Norges Bank3,233,461$223.2M0.05%+466,934+16.9%Added
Morgan Stanley1,964,104$135.6M0.02%+774,864+65.2%Added
Artisan Partners Limited Partnership1,873,921$129.4M0.23%−48,618−2.5%Reduced
Primecap Management Co1,866,094$128.8M0.12%−246,958−11.7%Reduced
Geode Capital Management, LLC1,692,102$116.7M0.02%+128,853+8.2%Added
Bank of New York Mellon Corp1,452,660$100.3M0.02%+139,157+10.6%Added
FMR LLC1,439,632$99.4M0.01%+146,458+11.3%Added
Invesco Ltd.1,396,172$96.4M0.03%−137,925−9.0%Reduced
Neuberger Berman Group LLC1,387,194$96.0M0.09%+236,570+20.6%Added
Wells Fargo & Company1,348,991$93.1M0.03%+624,635+86.2%Added
Eagle Asset Management Inc1,227,840$82.5M0.51%+379,398+44.7%Added
Frontier Capital Management Co LLC1,151,061$79.5M0.87%−23,329−2.0%Reduced
Credit Suisse AG1,116,667$77.1M0.08%+641,194+134.9%Added
Thrivent Financial for Lutherans1,116,182$77.1M0.20%−6,215−0.6%Reduced
Goldman Sachs Group Inc1,104,559$76.3M0.02%−535,838−32.7%Reduced
Bank of America Corp1,073,654$74.1M0.01%−51,477−4.6%Reduced
Northern Trust Corp1,054,425$72.8M0.02%+113,865+12.1%Added
Nuveen Asset Management, LLC1,049,877$72.5M0.03%−256,633−19.6%Reduced
American Century Companies Inc1,036,176$71.5M0.06%+10,720+1.0%Added
William Blair Investment Management, LLC1,008,843$69.7M0.27%−20,881−2.0%Reduced
Pictet Asset Management SA962,828$66.5M0.10%−14,811−1.5%Reduced
UBS Asset Management Americas Inc940,100$64.9M0.03%+274,059+41.1%Added
AXA S.A.893,339$61.7M0.22%+71,311+8.7%Added
First Trust Advisors LP820,425$56.6M0.07%+3,816+0.5%Added
Charles Schwab Investment Management Inc759,073$52.4M0.02%+22,258+3.0%Added
Renaissance Technologies LLC748,842$51.7M0.07%+748,842New
Bank of Montreal621,710$50.2M0.04%+353,387+131.7%Added
Schonfeld Strategic Advisors LLC642,878$44.4M0.37%+119,540+22.8%Added
Ameriprise Financial Inc629,966$43.5M0.01%+214,965+51.8%Added
Nan Shan Life Insurance Co., Ltd.602,839$41.6M1.14%−40,000−6.2%Reduced
Dimensional Fund Advisors LP596,231$41.2M0.01%−7,546−1.2%Reduced
D. E. Shaw & Co., Inc.545,714$37.7M0.06%+445,082+442.3%Added
Legal & General Group Plc513,747$35.5M0.01%+310,149+152.3%Added
Swiss National Bank504,500$34.8M0.03%+211,359+72.1%Added
Hardman Johnston Global Advisors LLC500,180$34.5M1.35%−7,222−1.4%Reduced
Principal Financial Group Inc487,105$33.6M0.03%+2,364+0.5%Added
Rafferty Asset Management, LLC480,199$33.2M0.28%+50,283+11.7%Added
Janus Henderson Group PLC455,616$31.5M0.02%−12,539−2.7%Reduced
Amundi416,405$29.5M0.02%+227,856+120.8%Added
Handelsbanken Fonder AB420,793$29.1M0.18%−225,761−34.9%Reduced
Allspring Global Investments Holdings, LLC408,651$28.2M0.05%−38,321−8.6%Reduced
Barclays PLC389,044$26.9M0.02%−18,755−4.6%Reduced
Rhumbline Advisers370,603$25.6M0.03%+20,988+6.0%Added
Pinpoint Asset Management Ltd357,895$24.7M6.08%−37,100−9.4%Reduced
Gilder Gagnon Howe & Co LLC356,137$24.6M0.46%+339,644+2,059.3%Added
Trillium Asset Management, LLC326,038$22.5M0.69%+6,006+1.9%Added
Marshall Wace, LLP322,263$22.2M0.06%−64,461−16.7%Reduced
Alliancebernstein L.P.316,168$21.8M0.01%−573,087−64.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.312,361$21.6M0.02%+312,361New
New York State Common Retirement Fund297,830$20.6M0.03%−19,216−6.1%Reduced
Iridian Asset Management LLC273,657$18.9M1.82%+11,470+4.4%Added
Schroder Investment Management Group268,078$18.5M0.03%+256,018+2,122.9%Added
Retirement Systems of Alabama244,116$16.9M0.07%−111,845−31.4%Reduced
Woodline Partners LP228,743$15.8M0.22%+228,743New
Raymond James & Associates223,577$15.4M0.01%−12,065−5.1%Reduced
California Public Employees Retirement System223,480$15.4M0.01%−14,672−6.2%Reduced
Deutsche Bank AG223,365$15.4M0.01%+101,894+83.9%Added
Oak Harbor Wealth Partners, LLC214,968$14.8M5.67%+1000.0%Added
Squarepoint Ops LLC211,161$14.6M0.11%+61,995+41.6%Added
California State Teachers Retirement System208,155$14.4M0.02%+55,762+36.6%Added
Capital Group Investment Management Pte. Ltd.206,497$14.3M0.55%+206,497New
Citigroup Inc203,186$14.0M0.02%−82,497−28.9%Reduced
Two Sigma Investments, LP200,521$13.8M0.04%+88,373+78.8%Added
American International Group, Inc.193,443$13.4M0.09%−1,576−0.8%Reduced
D L Carlson Investment Group Inc192,151$13.3M2.84%−18,345−8.7%Reduced
Firsthand Capital Management, Inc.190,000$13.1M15.31%00.0%Unchanged
Erste Asset Management GmbH182,615$12.6M0.27%+75,209+70.0%Added
Capital International Inc180,552$12.5M0.27%−3,153−1.7%Reduced
NZS Capital, LLC174,696$12.1M1.03%+27,170+18.4%Added
Central Securities Corp170,000$11.7M1.52%00.0%Unchanged
Man Group plc168,419$11.6M0.04%+92,885+123.0%Added
Agf Management Ltd162,771$11.2M0.08%+162,771New
Cubist Systematic Strategies, LLC160,015$11.0M0.09%−139,874−46.6%Reduced
SEI Investments Co149,783$10.3M0.02%−51,202−25.5%Reduced
New York State Teachers Retirement System148,037$10.2M0.03%+3,438+2.4%Added
Triodos Investment Management BV145,000$10.0M1.32%00.0%Unchanged
Select Equity Group, L.P.141,818$9.79M0.04%−61,541−30.3%Reduced
Royal Bank of Canada140,437$9.70M0.00%−5,867−4.0%Reduced
UBS Group AG136,493$9.42M0.00%+29,646+27.7%Added
Polar Asset Management Partners Inc.135,070$9.33M0.13%+92,370+216.3%Added
Susquehanna Fundamental Investments, LLC133,982$9.25M0.16%+125,582+1,495.0%Added
Mirae Asset Global Investments Co., Ltd.132,332$9.14M0.02%+9,481+7.7%Added
APG Asset Management N.V.129,542$8.94M0.02%+129,542New
State Board of Administration of Florida Retirement System120,726$8.33M0.02%−1,290−1.1%Reduced
Rheos Capital Works Inc.120,700$8.33M0.50%+39,300+48.3%Added
DekaBank Deutsche Girozentrale120,839$8.28M0.02%+120,839New
Manufacturers Life Insurance Company, The116,060$8.01M0.01%+1,494+1.3%Added
Parallax Volatility Advisers, L.P.110,413$7.62M0.20%−12,254−10.0%Reduced
Shellback Capital, LP104,944$7.25M1.30%+104,944New
Mutual of America Capital Management LLC102,016$7.04M0.09%+2,699+2.7%Added
Healthcare of Ontario Pension Plan Trust Fund100,658$6.95M0.04%+23,430+30.3%Added
Capital Group Private Client Services, Inc.99,807$6.89M0.09%−27,901−21.8%Reduced