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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
BIT Capital GmbH104,518$3.98M0.53%+76,860+277.9%Added
D L Carlson Investment Group Inc104,156$3.97M0.80%−5,903−5.4%Reduced
Weiss Asset Management LP102,000$3.89M0.31%00.0%Unchanged
Apeiron Capital Ltd101,895$3.88M2.60%+33,100+48.1%Added
Capital Group Private Client Services, Inc.100,645$3.83M0.05%−10,888−9.8%Reduced
Seven Eight Capital, LP98,326$3.75M0.44%+76,949+360.0%Added
Royal Bank of Canada94,449$3.60M0.00%+3,292+3.6%Added
Zenyatta Capital Management LP90,000$3.43M1.86%+90,000New
LPL Financial LLC86,181$3.28M0.00%+3,824+4.6%Added
Credit Agricole S A82,303$3.14M0.10%00.0%Unchanged
Stifel Financial Corp81,503$3.11M0.00%−6,583−7.5%Reduced
Mutual of America Capital Management LLC80,907$3.08M0.04%−9,799−10.8%Reduced
Amalgamated Bank79,109$3.01M0.03%−1,998−2.5%Reduced
MetLife Investment Management71,325$2.72M0.02%−3,261−4.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)71,234$2.71M0.01%−90−0.1%Reduced
Mitsubishi UFJ Trust & Banking Corp70,649$2.69M0.01%−1,716−2.4%Reduced
State of New Jersey Common Pension Fund D70,648$2.69M0.01%−3,277−4.4%Reduced
Artemis Investment Management LLP69,903$2.66M0.04%+69,903New
Wolverine Trading, LLC68,272$2.60M0.03%+45,738+203.0%Added
D. E. Shaw & Co., Inc.67,200$2.56M0.00%+67,200New
State of Wisconsin Investment Board66,230$2.52M0.01%+1,440+2.2%Added
Capital International Sarl66,176$2.52M0.12%−3,239−4.7%Reduced
Comerica Bank65,460$2.49M0.01%+65,460New
Guggenheim Capital LLC65,129$2.48M0.02%+37,745+137.8%Added
Mirova63,923$2.44M0.49%+28,668+81.3%Added
Quantbot Technologies LP63,482$2.42M0.16%+56,542+814.7%Added
Storebrand Asset Management AS62,910$2.40M0.01%−43,062−40.6%Reduced
Price T Rowe Associates Inc61,085$2.33M0.00%+10,224+20.1%Added
Capital International Ltd60,141$2.29M0.13%00.0%Unchanged
Tegean Capital Management, LLC60,000$2.29M2.41%+60,000New
State of Tennessee, Treasury Department59,351$2.26M0.01%−6,643−10.1%Reduced
Asset Management One Co.,Ltd.58,645$2.23M0.01%−189−0.3%Reduced
Yousif Capital Management, LLC57,958$2.21M0.03%−3,300−5.4%Reduced
CWM, LLC56,577$2.16M0.01%−2,215−3.8%Reduced
D.A. Davidson & Co.56,387$2.15M0.02%+7,771+16.0%Added
Gotham Asset Management, LLC56,148$2.14M0.04%+7,014+14.3%Added
Treasurer of the State of North Carolina54,458$2.08M0.01%+270+0.5%Added
Neuberger Berman Group LLC52,868$2.01M0.00%+34,820+192.9%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.52,661$2.01M0.00%+8,944+20.5%Added
Balyasny Asset Management LLC52,232$1.99M0.01%+52,232New
Portman Square Capital LLP51,895$1.98M0.27%+30,825+146.3%Added
Public Employees Retirement System of Ohio50,857$1.94M0.01%−5,569−9.9%Reduced
Pictet Asset Management Holding SA44,713$1.70M0.00%+44,713New
Clear Sky Advisers, LLC44,375$1.69M0.88%−30,625−40.8%Reduced
Qsemble Capital Management, LP44,000$1.68M0.31%+44,000New
Ensign Peak Advisors, Inc43,430$1.65M0.00%−122−0.3%Reduced
Slow Capital, Inc.43,220$1.65M0.30%+2,419+5.9%Added
HSBC Holdings PLC43,094$1.64M0.00%+804+1.9%Added
Quadrature Capital Ltd41,716$1.59M0.03%+27,104+185.5%Added
Royal Fund Management, LLC41,700$1.59M0.23%+19,600+88.7%Added
SEI Investments Co39,614$1.51M0.00%−149,407−79.0%Reduced
Commonwealth Equity Services, LLC39,392$1.50M0.00%+8,374+27.0%Added
Louisiana State Employees Retirement System35,300$1.34M0.03%−1,100−3.0%Reduced
Wolverine Asset Management LLC35,037$1.33M0.02%+35,037New
Janney Montgomery Scott LLC34,959$1.33M0.00%−1,085−3.0%Reduced
Oregon Public Employees Retirement Fund34,940$1.33M0.02%−1,024−2.8%Reduced
Swiss Life Asset Management Ltd34,614$1.32M0.02%+12,821+58.8%Added
Nomura Asset Management Co Ltd33,960$1.29M0.01%+5,900+21.0%Added
Arizona State Retirement System33,959$1.29M0.01%+50.0%Added
Advisor Group Holdings, Inc.33,846$1.29M0.00%+12,488+58.5%Added
Nomura Holdings Inc32,771$1.25M0.01%+12,474+61.5%Added
LMR Partners LLP32,069$1.22M0.03%+32,069New
Quinn Opportunity Partners LLC32,000$1.22M0.16%00.0%Unchanged
Essex Investment Management Co LLC30,995$1.18M0.19%−13,320−30.1%Reduced
State of Michigan Retirement System29,722$1.13M0.01%−900−2.9%Reduced
Vontobel Holding Ltd.29,575$1.13M0.01%+7,349+33.1%Added
Korea Investment CORP28,797$1.10M0.00%−8,160−22.1%Reduced
Hartline Investment Corp28,411$1.08M0.19%+5,205+22.4%Added
China Universal Asset Management Co., Ltd.28,353$1.08M0.31%+2,000+7.6%Added
Greenwich Wealth Management LLC28,136$1.07M0.11%00.0%Unchanged
Ameritas Investment Partners, Inc.27,916$1.06M0.04%−3,168−10.2%Reduced
Nisa Investment Advisors, LLC27,785$1.06M0.01%−20−0.1%Reduced
Northwestern Mutual Investment Management Company, LLC27,606$1.05M0.03%−57−0.2%Reduced
GTS Securities LLC27,139$1.03M0.02%+2,365+9.5%Added
New Mexico Educational Retirement Board25,400$968.0K0.04%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,206$960.3K0.01%−34,963−58.1%Reduced
Green Alpha Advisors, LLC24,583$936.6K0.72%+3,524+16.7%Added
Oak Harbor Wealth Partners, LLC24,331$927.0K0.33%+865+3.7%Added
Skandinaviska Enskilda Banken AB (publ)24,230$923.0K0.01%−75−0.3%Reduced
Pathstone Family Office, LLC23,785$906.2K0.01%+4,438+22.9%Added
Toronto Dominion Bank23,755$905.1K0.00%−6,125−20.5%Reduced
IFM Investors Pty Ltd23,641$900.7K0.01%00.0%Unchanged
Jump Financial, LLC23,143$881.7K0.03%+6,839+41.9%Added
Perpetual Ltd23,043$877.9K0.01%−2,065−8.2%Reduced
Victory Capital Management Inc22,921$873.3K0.00%−8,073−26.0%Reduced
Two Sigma Advisers, LP22,900$872.5K0.00%−296,300−92.8%Reduced
Teza Capital Management LLC22,838$870.1K0.14%+6,547+40.2%Added
AdvisorNet Financial, Inc22,000$838.2K0.08%+10,508+91.4%Added
Utah Retirement Systems21,300$811.5K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)21,096$803.8K0.03%+8,866+72.5%Added
Tredje AP-fonden20,857$794.7K0.01%−1,599−7.1%Reduced
Gilder Gagnon Howe & Co LLC20,632$786.1K0.01%−41,101−66.6%Reduced
Kennedy Capital Management, Inc.19,852$756.4K0.02%+2,633+15.3%Added
Quantitative Investment Management, LLC19,099$727.0K0.11%+19,099New
Standard Life Aberdeen plc18,795$716.1K0.00%+751+4.2%Added
Boston Family Office LLC18,129$691.0K0.06%00.0%Unchanged
KBC Group NV18,083$688.0K0.00%00.0%Unchanged
ProShare Advisors LLC17,481$666.0K0.00%+1,357+8.4%Added
Versor Investments LP17,469$665.6K0.13%+17,469New
Parkwood LLC17,083$651.0K0.12%−17,887−51.1%Reduced