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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, Q2 2023

Institutional positions in Wolfspeed, Inc. as of Jun 30, 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
441
−31 vs. Q1 2023
Shares held
137.3M
−1.72M (−1.2%) vs. Q1 2023
Total value
$7.64B
−$1.38B (−15.3%) vs. Q1 2023
New holders
50
147 more added
Sold out
81
161 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 441 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 heldQ2 2023: $7.64B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2023.

Institutions holding WOLF in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.17,319,187$962.8M0.03%+82,122+0.5%Added
Capital Research Global Investors15,708,890$873.3M0.23%+10,001+0.1%Added
Capital International Investors12,846,874$714.2M0.17%+157,885+1.2%Added
Vanguard Group Inc12,283,431$682.8M0.02%+275,865+2.3%Added
Norges Bank5,618,273$312.3M0.06%+2,120,880+60.6%Added
Clearbridge Investments, LLC5,400,196$300.2M0.27%−222,756−4.0%Reduced
Capital World Investors5,396,019$300.0M0.06%−1,902,632−26.1%Reduced
State Street Corp4,687,216$260.6M0.01%+178,698+4.0%Added
JPMorgan Chase & Co2,914,012$162.0M0.02%−2,218,025−43.2%Reduced
Morgan Stanley2,636,967$146.6M0.01%+804,210+43.9%Added
William Blair Investment Management, LLC2,303,525$128.1M0.41%+670,154+41.0%Added
Artisan Partners Limited Partnership2,119,451$117.8M0.19%+561,035+36.0%Added
Frontier Capital Management Co LLC1,938,492$107.8M1.03%+772,055+66.2%Added
Thrivent Financial for Lutherans1,908,913$106.1M0.24%+628,065+49.0%Added
Primecap Management Co1,894,994$105.3M0.09%+30,100+1.6%Added
Geode Capital Management, LLC1,837,852$102.0M0.01%+79,413+4.5%Added
Invesco Ltd.1,478,666$82.2M0.02%+55,361+3.9%Added
Wells Fargo & Company1,476,039$82.1M0.02%+53,961+3.8%Added
Bank of New York Mellon Corp1,223,640$68.0M0.01%−196,985−13.9%Reduced
UBS Asset Management Americas Inc1,034,779$67.2M0.03%00.0%Unchanged
FIL Ltd1,178,620$65.5M0.07%+4,511+0.4%Added
FMR LLC1,059,179$58.9M0.00%−301,237−22.1%Reduced
Northern Trust Corp1,028,802$57.2M0.01%−60,726−5.6%Reduced
Bank of America Corp1,015,585$56.5M0.01%−897,341−46.9%Reduced
Nuveen Asset Management, LLC1,008,903$56.1M0.02%−2,530−0.3%Reduced
Two Sigma Investments, LP773,883$43.0M0.11%+503,199+185.9%Added
Charles Schwab Investment Management Inc752,352$41.8M0.01%−4,649−0.6%Reduced
Rafferty Asset Management, LLC726,967$40.4M0.23%+166,561+29.7%Added
First Trust Advisors LP701,638$39.0M0.04%−55,757−7.4%Reduced
Pictet Asset Management SA684,409$38.0M0.05%−340,592−33.2%Reduced
Franklin Resources Inc676,952$37.6M0.02%+137,352+25.5%Added
Schroder Investment Management Group662,128$36.8M0.05%−4,972−0.7%Reduced
Hardman Johnston Global Advisors LLC628,053$34.9M1.13%+196,663+45.6%Added
Nan Shan Life Insurance Co., Ltd.600,995$33.4M0.81%−1,844−0.3%Reduced
Bank of Montreal575,968$32.2M0.02%−20,292−3.4%Reduced
Dimensional Fund Advisors LP545,467$30.3M0.01%−63,052−10.4%Reduced
Barclays PLC542,841$30.2M0.02%+89,103+19.6%Added
Handelsbanken Fonder AB533,451$29.7M0.16%+8,100+1.5%Added
Jane Street Group, LLC524,732$29.2M0.04%+349,056+198.7%Added
Rheos Capital Works Inc.517,300$28.8M1.55%00.0%Unchanged
Amundi495,448$27.6M0.01%+19,550+4.1%Added
Janus Henderson Group PLC472,269$26.3M0.02%+93,862+24.8%Added
Principal Financial Group Inc467,358$26.0M0.02%−24,929−5.1%Reduced
Ameriprise Financial Inc447,766$24.9M0.01%−36,040−7.4%Reduced
Swiss National Bank447,400$24.9M0.02%−44,300−9.0%Reduced
AXA S.A.439,978$24.5M0.08%−518,763−54.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.432,433$24.0M0.12%+427,963+9,574.1%Added
Legal & General Group Plc431,388$24.0M0.01%−57,728−11.8%Reduced
Credit Suisse AG403,127$22.4M0.02%−416,653−50.8%Reduced
Trillium Asset Management, LLC400,092$22.2M0.62%+955+0.2%Added
Voloridge Investment Management, LLC380,743$21.2M0.10%+380,743New
UniSuper Management Pty Ltd377,012$21.0M0.24%+377,012New
Rhumbline Advisers375,888$20.9M0.02%+10,151+2.8%Added
Triodos Investment Management BV345,000$19.2M1.91%+200,000+137.9%Added
Citigroup Inc340,878$18.9M0.02%+71,878+26.7%Added
Polar Asset Management Partners Inc.332,700$18.5M0.37%−35,959−9.8%Reduced
Two Sigma Advisers, LP319,200$17.7M0.05%+307,100+2,538.0%Added
Allspring Global Investments Holdings, LLC314,762$17.5M0.03%−48,873−13.4%Reduced
Squarepoint Ops LLC292,108$16.2M0.09%+166,117+131.8%Added
FengHe Fund Management Pte. Ltd.290,300$16.1M3.19%+290,300New
Susquehanna International Group, LLP288,009$16.0M0.03%+130,569+82.9%Added
Capital International Inc281,241$15.6M0.28%+85,763+43.9%Added
South Dakota Investment Council273,826$15.2M0.32%+44,228+19.3%Added
Erste Asset Management GmbH274,466$15.1M0.27%+31,328+12.9%Added
Cercano Management LLC270,592$15.0M0.52%+141,290+109.3%Added
Sumitomo Mitsui Trust Holdings, Inc.269,174$15.0M0.01%−46,718−14.8%Reduced
Wellington Management Group LLP266,029$14.8M0.00%+266,029New
Goldman Sachs Group Inc262,121$14.6M0.00%−215,242−45.1%Reduced
Iridian Asset Management LLC247,572$13.8M1.28%−13,283−5.1%Reduced
ExodusPoint Capital Management, LP244,533$13.6M0.16%+194,531+389.0%Added
Capital Group Investment Management Pte. Ltd.242,436$13.5M0.67%+102,748+73.6%Added
Millennium Management LLC242,190$13.5M0.01%+64,976+36.7%Added
Retirement Systems of Alabama240,809$13.4M0.06%−2,156−0.9%Reduced
NZS Capital, LLC238,054$13.2M0.66%−7,594−3.1%Reduced
New York State Common Retirement Fund203,489$11.3M0.01%−16,556−7.5%Reduced
Alliancebernstein L.P.202,978$11.3M0.00%+5,738+2.9%Added
California State Teachers Retirement System201,086$11.2M0.02%−5,086−2.5%Reduced
Firsthand Capital Management, Inc.190,000$10.6M12.68%00.0%Unchanged
SEI Investments Co189,021$10.5M0.02%+1,728+0.9%Added
American International Group, Inc.187,742$10.4M0.06%−4,220−2.2%Reduced
Raymond James & Associates178,924$9.95M0.01%−31,009−14.8%Reduced
California Public Employees Retirement System178,527$9.92M0.01%−10,585−5.6%Reduced
Central Securities Corp170,000$9.45M1.12%00.0%Unchanged
Tudor Investment Corp Et Al146,770$8.16M0.13%+146,770New
New York State Teachers Retirement System144,299$8.02M0.02%−400−0.3%Reduced
Teachers Retirement System of the State of Kentucky138,544$7.70M0.07%+118,737+599.5%Added
Deutsche Bank AG135,358$7.52M0.00%−95,069−41.3%Reduced
UBS Group AG128,069$7.12M0.00%−172,461−57.4%Reduced
State Board of Administration of Florida Retirement System126,276$7.02M0.02%−250−0.2%Reduced
WS Management LLLP118,400$6.58M0.90%+118,400New
Blair William & Co117,394$6.53M0.02%+11,997+11.4%Added
Mirae Asset Global Investments Co., Ltd.116,705$6.49M0.01%+3,419+3.0%Added
Manufacturers Life Insurance Company, The111,979$6.22M0.00%−3,725−3.2%Reduced
Capital Group Private Client Services, Inc.111,533$6.20M0.07%−5,068−4.3%Reduced
D L Carlson Investment Group Inc110,059$6.12M1.17%−76,946−41.1%Reduced
Texas Permanent School Fund109,551$6.09M0.06%−2,026−1.8%Reduced
Atika Capital Management LLC106,000$5.89M0.74%+106,000New
Storebrand Asset Management AS105,972$5.89M0.03%−18,579−14.9%Reduced
APG Asset Management N.V.112,196$5.72M0.01%−244−0.2%Reduced
PEAK6 Investments LLC102,065$5.67M0.48%+53,378+109.6%Added