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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, Q3 2023

Institutional positions in Wolfspeed, Inc. as of Sep 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
408
−27 vs. Q2 2023
Shares held
137.1M
+543.1K (+0.4%) vs. Q2 2023
Total value
$5.23B
−$2.37B (−31.2%) vs. Q2 2023
New holders
46
135 more added
Sold out
73
140 more reduced

6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 408 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 heldQ3 2023: $5.23B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q2 2023.

Institutions holding WOLF in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.17,471,946$665.7M0.02%+152,759+0.9%Added
Capital Research Global Investors13,516,113$515.0M0.14%−2,192,777−14.0%Reduced
Capital International Investors12,846,874$489.5M0.12%00.0%Unchanged
Vanguard Group Inc12,471,667$475.2M0.01%+188,236+1.5%Added
Norges Bank6,713,292$255.8M0.05%+1,095,019+19.5%Added
Capital World Investors5,395,379$205.6M0.04%−6400.0%Reduced
Clearbridge Investments, LLC5,048,166$192.3M0.19%−352,030−6.5%Reduced
State Street Corp4,811,931$183.3M0.01%+124,715+2.7%Added
Morgan Stanley3,061,633$116.6M0.01%+424,666+16.1%Added
JPMorgan Chase & Co2,705,511$103.1M0.01%−208,501−7.2%Reduced
Artisan Partners Limited Partnership2,273,472$86.6M0.15%+154,021+7.3%Added
William Blair Investment Management, LLC2,273,227$86.6M0.29%−30,298−1.3%Reduced
UBS Asset Management Americas Inc2,174,936$82.9M0.04%+1,140,157+110.2%Added
Thrivent Financial for Lutherans1,910,916$72.8M0.17%+2,003+0.1%Added
Primecap Management Co1,876,794$71.5M0.06%−18,200−1.0%Reduced
Geode Capital Management, LLC1,872,061$71.2M0.01%+34,209+1.9%Added
Point72 Asset Management, L.P.1,463,685$55.8M0.19%+1,426,600+3,846.8%Added
Wells Fargo & Company1,379,021$52.5M0.02%−97,018−6.6%Reduced
Bank of New York Mellon Corp1,259,587$48.0M0.01%+35,947+2.9%Added
FIL Ltd1,178,620$44.9M0.05%00.0%Unchanged
FMR LLC1,054,375$40.2M0.00%−4,804−0.5%Reduced
Nuveen Asset Management, LLC1,030,462$39.3M0.01%+21,559+2.1%Added
Northern Trust Corp1,001,749$38.2M0.01%−27,053−2.6%Reduced
Bank of America Corp952,274$36.3M0.00%−63,311−6.2%Reduced
JANA Partners Management, LP936,000$35.7M2.54%+936,000New
Frontier Capital Management Co LLC863,673$32.9M0.36%−1,074,819−55.4%Reduced
Charles Schwab Investment Management Inc774,735$29.5M0.01%+22,383+3.0%Added
Franklin Resources Inc722,512$27.5M0.01%+45,560+6.7%Added
UniSuper Management Pty Ltd703,822$26.8M0.33%+326,810+86.7%Added
Bank of Montreal599,472$26.8M0.02%+23,504+4.1%Added
Rafferty Asset Management, LLC682,531$26.0M0.15%−44,436−6.1%Reduced
First Trust Advisors LP666,784$25.4M0.03%−34,854−5.0%Reduced
Citadel Advisors LLC664,660$25.3M0.03%+655,386+7,066.9%Added
Voloridge Investment Management, LLC643,234$24.5M0.12%+262,491+68.9%Added
Hardman Johnston Global Advisors LLC633,813$24.1M0.81%+5,760+0.9%Added
Nan Shan Life Insurance Co., Ltd.599,569$22.8M0.62%−1,426−0.2%Reduced
Dimensional Fund Advisors LP587,746$22.4M0.01%+42,279+7.8%Added
Two Sigma Investments, LP534,813$20.4M0.06%−239,070−30.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.506,112$19.3M0.10%+73,679+17.0%Added
Susquehanna International Group, LLP503,245$19.2M0.03%+215,236+74.7%Added
Barclays PLC503,211$19.2M0.01%−39,630−7.3%Reduced
Amundi509,236$19.0M0.01%+13,788+2.8%Added
Handelsbanken Fonder AB490,324$18.7M0.10%−43,127−8.1%Reduced
Janus Henderson Group PLC471,320$18.0M0.01%−949−0.2%Reduced
Principal Financial Group Inc459,133$17.5M0.01%−8,225−1.8%Reduced
Invesco Ltd.449,119$17.1M0.00%−1,029,547−69.6%Reduced
AXA S.A.429,650$16.4M0.06%−10,328−2.3%Reduced
Polar Capital Holdings Plc425,200$16.2M0.12%+425,200New
Swiss National Bank399,000$15.2M0.01%−48,400−10.8%Reduced
Legal & General Group Plc397,549$15.1M0.01%−33,839−7.8%Reduced
Rheos Capital Works Inc.397,500$15.1M0.91%−119,800−23.2%Reduced
Trillium Asset Management, LLC391,483$14.9M0.45%−8,609−2.2%Reduced
Credit Suisse AG376,509$14.3M0.02%−26,618−6.6%Reduced
Rhumbline Advisers370,167$14.1M0.02%−5,721−1.5%Reduced
Erste Asset Management GmbH368,404$13.9M0.24%+93,938+34.2%Added
Citigroup Inc355,184$13.5M0.02%+14,306+4.2%Added
Squarepoint Ops LLC350,997$13.4M0.06%+58,889+20.2%Added
Triodos Investment Management BV345,000$13.1M1.40%00.0%Unchanged
Capital International Inc277,319$10.6M0.20%−3,922−1.4%Reduced
Cercano Management LLC270,592$10.3M0.37%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.267,147$10.2M0.01%−2,027−0.8%Reduced
FengHe Fund Management Pte. Ltd.265,600$10.1M2.40%−24,700−8.5%Reduced
Goldman Sachs Group Inc257,583$9.81M0.00%−4,538−1.7%Reduced
Wellington Management Group LLP249,758$9.52M0.00%−16,271−6.1%Reduced
Retirement Systems of Alabama235,820$8.98M0.04%−4,989−2.1%Reduced
Jane Street Group, LLC225,284$8.58M0.01%−299,448−57.1%Reduced
Millennium Management LLC223,402$8.51M0.01%−18,788−7.8%Reduced
Marshall Wace, LLP222,239$8.47M0.02%+222,239New
UBS Group AG219,080$8.35M0.00%+91,011+71.1%Added
WS Management LLLP218,400$8.32M1.07%+100,000+84.5%Added
South Dakota Investment Council203,789$7.76M0.18%−70,037−25.6%Reduced
California State Teachers Retirement System191,653$7.30M0.01%−9,433−4.7%Reduced
Alliancebernstein L.P.190,700$7.27M0.00%−12,278−6.0%Reduced
Firsthand Capital Management, Inc.190,000$7.24M10.44%00.0%Unchanged
Polar Asset Management Partners Inc.188,600$7.19M0.17%−144,100−43.3%Reduced
Capital Group Investment Management Pte. Ltd.184,063$7.01M0.46%−58,373−24.1%Reduced
California Public Employees Retirement System183,080$6.98M0.01%+4,553+2.6%Added
New York State Common Retirement Fund182,370$6.95M0.01%−21,119−10.4%Reduced
PEAK6 Investments LLC182,353$6.95M0.34%+80,288+78.7%Added
Raymond James & Associates181,867$6.93M0.01%+2,943+1.6%Added
Pinpoint Asset Management Ltd179,395$6.83M1.60%+140,300+358.9%Added
American International Group, Inc.175,367$6.68M0.04%−12,375−6.6%Reduced
Central Securities Corp170,000$6.48M0.79%00.0%Unchanged
Envestnet Asset Management Inc168,103$6.40M0.00%+117,848+234.5%Added
Select Equity Group, L.P.165,273$6.30M0.03%+81,530+97.4%Added
Ameriprise Financial Inc163,527$6.23M0.00%−284,239−63.5%Reduced
Blair William & Co153,150$5.84M0.02%+35,756+30.5%Added
Tudor Investment Corp Et Al149,263$5.69M0.08%+2,493+1.7%Added
Teachers Retirement System of the State of Kentucky148,850$5.67M0.06%+10,306+7.4%Added
New York State Teachers Retirement System143,199$5.46M0.01%−1,100−0.8%Reduced
Cubist Systematic Strategies, LLC130,885$4.99M0.06%+130,885New
Deutsche Bank AG130,418$4.97M0.00%−4,940−3.6%Reduced
State Board of Administration of Florida Retirement System126,466$4.82M0.01%+190+0.2%Added
Manufacturers Life Insurance Company, The122,614$4.67M0.00%+10,635+9.5%Added
Iridian Asset Management LLC113,904$4.34M0.88%−133,668−54.0%Reduced
Aviva PLC111,116$4.23M0.02%+95,530+612.9%Added
APG Asset Management N.V.106,922$4.07M0.01%−5,274−4.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund106,503$4.06M0.02%+9,187+9.4%Added
Texas Permanent School Fund105,566$4.02M0.04%−3,985−3.6%Reduced
Mirae Asset Global Investments Co., Ltd.105,470$4.02M0.01%−11,235−9.6%Reduced