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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, Q1 2023

Institutional positions in Wolfspeed, Inc. as of Mar 31, 2023. 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
473
−17 vs. Q4 2022
Shares held
139.1M
+4.49M (+3.3%) vs. Q4 2022
Total value
$9.02B
−$273.8M (−2.9%) vs. Q4 2022
New holders
55
167 more added
Sold out
72
172 more reduced

8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 473 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 heldQ1 2023: $9.02B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q4 2022.

Institutions holding WOLF in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.17,237,065$1.12B0.03%−659,544−3.7%Reduced
Capital Research Global Investors15,698,889$1.02B0.29%+270,616+1.8%Added
Capital International Investors12,688,989$824.1M0.21%+1,723,290+15.7%Added
Vanguard Group Inc12,007,566$779.9M0.02%+77,891+0.7%Added
Capital World Investors7,298,651$474.0M0.10%+1,222,952+20.1%Added
Clearbridge Investments, LLC5,622,952$365.2M0.35%−78,463−1.4%Reduced
JPMorgan Chase & Co5,132,037$333.3M0.04%+100,068+2.0%Added
State Street Corp4,508,518$292.8M0.02%+296,669+7.0%Added
Norges Bank3,497,393$227.2M0.05%+263,932+8.2%Added
Bank of America Corp1,912,926$124.2M0.01%+839,272+78.2%Added
Primecap Management Co1,864,894$121.1M0.11%−1,200−0.1%Reduced
Morgan Stanley1,832,757$119.0M0.01%−131,347−6.7%Reduced
Geode Capital Management, LLC1,758,439$114.0M0.01%+66,337+3.9%Added
William Blair Investment Management, LLC1,633,371$106.1M0.37%+624,528+61.9%Added
Artisan Partners Limited Partnership1,558,416$101.2M0.17%−315,505−16.8%Reduced
Neuberger Berman Group LLC1,534,625$97.6M0.09%+147,431+10.6%Added
Invesco Ltd.1,423,305$92.4M0.03%+27,133+1.9%Added
Wells Fargo & Company1,422,078$92.4M0.03%+73,087+5.4%Added
Bank of New York Mellon Corp1,420,625$92.3M0.02%−32,035−2.2%Reduced
Eagle Asset Management Inc1,405,827$91.3M0.53%+177,987+14.5%Added
FMR LLC1,360,416$88.4M0.01%−79,216−5.5%Reduced
Thrivent Financial for Lutherans1,280,848$83.2M0.20%+164,666+14.8%Added
FIL Ltd1,174,109$76.3M0.09%+1,174,109New
Frontier Capital Management Co LLC1,166,437$75.8M0.78%+15,376+1.3%Added
Northern Trust Corp1,089,528$70.8M0.01%+35,103+3.3%Added
UBS Asset Management Americas Inc1,034,779$67.2M0.03%+94,679+10.1%Added
Pictet Asset Management SA1,025,001$66.6M0.08%+62,173+6.5%Added
Nuveen Asset Management, LLC1,011,433$65.7M0.02%−38,444−3.7%Reduced
AXA S.A.958,741$62.3M0.21%+65,402+7.3%Added
American Century Companies Inc824,045$53.5M0.04%−212,131−20.5%Reduced
Credit Suisse AG819,780$53.2M0.05%−296,887−26.6%Reduced
First Trust Advisors LP757,395$49.2M0.06%−63,030−7.7%Reduced
Charles Schwab Investment Management Inc757,001$49.2M0.01%−2,072−0.3%Reduced
Schroder Investment Management Group667,100$43.3M0.06%+399,022+148.8%Added
Dimensional Fund Advisors LP608,519$39.5M0.01%+12,288+2.1%Added
Bank of Montreal596,260$39.5M0.03%−25,450−4.1%Reduced
Nan Shan Life Insurance Co., Ltd.602,839$39.2M0.93%00.0%Unchanged
Rafferty Asset Management, LLC560,406$36.4M0.25%+80,207+16.7%Added
Franklin Resources Inc539,600$35.0M0.02%+459,818+576.3%Added
Handelsbanken Fonder AB525,351$34.1M0.20%+104,558+24.8%Added
Rheos Capital Works Inc.517,300$33.6M1.87%+396,600+328.6%Added
Renaissance Technologies LLC509,642$33.1M0.04%−239,200−31.9%Reduced
Principal Financial Group Inc492,287$32.0M0.02%+5,182+1.1%Added
Swiss National Bank491,700$31.9M0.02%−12,800−2.5%Reduced
Legal & General Group Plc489,116$31.8M0.01%−24,631−4.8%Reduced
Ameriprise Financial Inc483,806$31.4M0.01%−146,160−23.2%Reduced
Goldman Sachs Group Inc477,363$31.0M0.01%−627,196−56.8%Reduced
Amundi475,898$30.3M0.02%+59,493+14.3%Added
Barclays PLC453,738$29.5M0.03%+64,694+16.6%Added
Hardman Johnston Global Advisors LLC431,390$28.0M0.92%−68,790−13.8%Reduced
Janus Henderson Group PLC378,407$24.6M0.02%−77,209−16.9%Reduced
Polar Asset Management Partners Inc.368,659$23.9M0.42%+233,589+172.9%Added
Rhumbline Advisers365,737$23.8M0.03%−4,866−1.3%Reduced
Allspring Global Investments Holdings, LLC363,635$23.6M0.04%−45,016−11.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.315,892$20.5M0.02%+3,531+1.1%Added
UBS Group AG300,530$19.5M0.01%+164,037+120.2%Added
Trillium Asset Management, LLC399,137$18.6M0.54%+73,099+22.4%Added
Pinpoint Asset Management Ltd285,818$18.2M4.93%−72,077−20.1%Reduced
Two Sigma Investments, LP270,684$17.6M0.05%+70,163+35.0%Added
Citigroup Inc269,000$17.5M0.02%+65,814+32.4%Added
Iridian Asset Management LLC260,855$16.9M1.39%−12,802−4.7%Reduced
NZS Capital, LLC245,648$16.0M0.85%+70,952+40.6%Added
Retirement Systems of Alabama242,965$15.8M0.07%−1,151−0.5%Reduced
Erste Asset Management GmbH243,138$15.5M0.30%+60,523+33.1%Added
Deutsche Bank AG230,427$15.0M0.01%+7,062+3.2%Added
South Dakota Investment Council229,598$14.9M0.32%+228,098+15,206.5%Added
New York State Common Retirement Fund220,045$14.3M0.02%−77,785−26.1%Reduced
Raymond James & Associates209,933$13.6M0.01%−13,644−6.1%Reduced
California State Teachers Retirement System206,172$13.4M0.02%−1,983−1.0%Reduced
Alliancebernstein L.P.197,240$12.8M0.01%−118,928−37.6%Reduced
Capital International Inc195,478$12.7M0.26%+14,926+8.3%Added
American International Group, Inc.191,962$12.5M0.08%−1,481−0.8%Reduced
Firsthand Capital Management, Inc.190,000$12.3M13.40%00.0%Unchanged
California Public Employees Retirement System189,112$12.3M0.01%−34,368−15.4%Reduced
SEI Investments Co187,293$12.2M0.02%+37,510+25.0%Added
D L Carlson Investment Group Inc187,005$12.1M2.76%−5,146−2.7%Reduced
Banque Pictet & Cie SA180,000$11.7M0.11%+133,600+287.9%Added
Millennium Management LLC177,214$11.5M0.01%+142,555+411.3%Added
Jane Street Group, LLC175,676$11.4M0.02%+124,129+240.8%Added
Central Securities Corp170,000$11.0M1.38%00.0%Unchanged
DekaBank Deutsche Girozentrale165,219$10.4M0.03%+44,380+36.7%Added
D. E. Shaw & Co., Inc.160,151$10.4M0.02%−385,563−70.7%Reduced
Susquehanna International Group, LLP157,440$10.2M0.02%+119,096+310.6%Added
Triodos Investment Management BV145,000$9.42M1.06%00.0%Unchanged
New York State Teachers Retirement System144,699$9.40M0.02%−3,338−2.3%Reduced
Cubist Systematic Strategies, LLC143,166$9.30M0.09%−16,849−10.5%Reduced
Capital Group Investment Management Pte. Ltd.139,688$9.07M0.49%−66,809−32.4%Reduced
Ardsley Advisory Partners LP139,000$9.03M1.98%+79,000+131.7%Added
Cercano Management LLC129,302$8.40M0.34%+129,302New
State Board of Administration of Florida Retirement System126,526$8.22M0.02%+5,800+4.8%Added
Squarepoint Ops LLC125,991$8.18M0.06%−85,170−40.3%Reduced
Storebrand Asset Management AS124,551$8.09M0.04%+76,419+158.8%Added
Capital Group Private Client Services, Inc.116,601$7.57M0.09%+16,794+16.8%Added
Manufacturers Life Insurance Company, The115,704$7.51M0.00%−356−0.3%Reduced
Select Equity Group, L.P.114,719$7.45M0.03%−27,099−19.1%Reduced
Mirae Asset Global Investments Co., Ltd.113,286$7.36M0.02%−19,046−14.4%Reduced
Royal Bank of Canada112,690$7.32M0.00%−27,747−19.8%Reduced
Texas Permanent School Fund111,577$7.25M0.07%+28,070+33.6%Added
Blair William & Co105,397$6.85M0.03%+68,244+183.7%Added
APG Asset Management N.V.112,440$6.72M0.01%−17,102−13.2%Reduced