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 2023
Institutional positions in Wolfspeed, Inc. as of Dec 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
- 403
- −1 vs. Q3 2023
- Shares held
- 138.1M
- +1.07M (+0.8%) vs. Q3 2023
- Total value
- $6.01B
- +$787.3M (+15.1%) vs. Q3 2023
- New holders
- 82
- 128 more added
- Sold out
- 83
- 133 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $3.16B |
| Q1 2026 | 154 | $864.5M |
| Q4 2025 | 152 | $774.3M |
| Q3 2025 | 136 | $485.4M |
| Q2 2025 | 220 | $26.3M |
| Q1 2025 | 306 | $427.1M |
| Q4 2024 | 307 | $936.1M |
| Q3 2024 | 321 | $1.48B |
| Q2 2024 | 344 | $3.20B |
| Q1 2024 | 371 | $4.11B |
| Q4 2023 | 403 | $6.01B |
| Q3 2023 | 408 | $5.23B |
| Q2 2023 | 441 | $7.64B |
| Q1 2023 | 473 | $9.02B |
| Q4 2022 | 498 | $9.30B |
| Q3 2022 | 507 | $13.2B |
| Q2 2022 | 424 | $8.19B |
| Q1 2022 | 441 | $14.8B |
| Q4 2021 | 450 | $13.8B |
| Q3 2021 | 341 | $9.44B |
| Q2 2021 | 403 | $12.1B |
| Q1 2021 | 412 | $13.1B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 16,517,127 | $718.7M | 0.02% | −954,819−5.5% | Reduced |
| Capital Research Global Investors | 13,512,992 | $588.0M | 0.14% | −3,1210.0% | Reduced |
| Capital International Investors | 12,828,806 | $558.2M | 0.13% | −18,068−0.1% | Reduced |
| Vanguard Group Inc | 12,629,335 | $549.5M | 0.01% | +157,668+1.3% | Added |
| Norges Bank | 7,094,940 | $308.7M | 0.05% | +381,648+5.7% | Added |
| Capital World Investors | 5,297,915 | $230.5M | 0.04% | −97,464−1.8% | Reduced |
| Clearbridge Investments, LLC | 4,840,456 | $210.6M | 0.18% | −207,710−4.1% | Reduced |
| State Street Corp | 4,511,669 | $196.3M | 0.01% | −300,262−6.2% | Reduced |
| Artisan Partners Limited Partnership | 2,626,081 | $114.3M | 0.18% | +352,609+15.5% | Added |
| UBS Asset Management Americas Inc | 2,541,928 | $110.6M | 0.04% | +366,992+16.9% | Added |
| JPMorgan Chase & Co | 2,379,240 | $103.5M | 0.01% | −326,271−12.1% | Reduced |
| Morgan Stanley | 2,240,345 | $97.5M | 0.01% | −821,288−26.8% | Reduced |
| Point72 Asset Management, L.P. | 1,955,817 | $85.1M | 0.26% | +492,132+33.6% | Added |
| Geode Capital Management, LLC | 1,926,689 | $83.8M | 0.01% | +54,628+2.9% | Added |
| Primecap Management Co | 1,906,494 | $83.0M | 0.07% | +29,700+1.6% | Added |
| Thrivent Financial for Lutherans | 1,874,107 | $81.5M | 0.18% | −36,809−1.9% | Reduced |
| Citadel Advisors LLC | 1,751,758 | $76.2M | 0.08% | +1,087,098+163.6% | Added |
| FMR LLC | 1,518,902 | $66.1M | 0.01% | +464,527+44.1% | Added |
| FengHe Fund Management Pte. Ltd. | 1,431,200 | $62.3M | 10.93% | +1,165,600+438.9% | Added |
| Credit Suisse AG | 1,366,424 | $59.5M | 0.06% | +989,915+262.9% | Added |
| Wells Fargo & Company | 1,208,041 | $52.6M | 0.01% | −170,980−12.4% | Reduced |
| FIL Ltd | 1,185,221 | $51.6M | 0.05% | +6,601+0.6% | Added |
| Bank of America Corp | 1,174,959 | $51.1M | 0.01% | +222,685+23.4% | Added |
| Bank of New York Mellon Corp | 1,102,888 | $48.0M | 0.01% | −156,699−12.4% | Reduced |
| Northern Trust Corp | 902,528 | $39.3M | 0.01% | −99,221−9.9% | Reduced |
| Charles Schwab Investment Management Inc | 809,600 | $35.2M | 0.01% | +34,865+4.5% | Added |
| Millennium Management LLC | 804,878 | $35.0M | 0.03% | +581,476+260.3% | Added |
| CIBC World Markets Corp | 800,000 | $34.8M | 0.19% | +800,000 | New |
| Rafferty Asset Management, LLC | 785,479 | $34.2M | 0.14% | +102,948+15.1% | Added |
| Nuveen Asset Management, LLC | 782,654 | $34.1M | 0.01% | −247,808−24.0% | Reduced |
| Frontier Capital Management Co LLC | 764,012 | $33.2M | 0.34% | −99,661−11.5% | Reduced |
| Janus Henderson Group PLC | 706,954 | $30.8M | 0.02% | +235,634+50.0% | Added |
| UniSuper Management Pty Ltd | 702,922 | $30.6M | 0.34% | −900−0.1% | Reduced |
| WS Management LLLP | 696,888 | $30.3M | 2.98% | +478,488+219.1% | Added |
| Dimensional Fund Advisors LP | 665,817 | $29.0M | 0.01% | +78,071+13.3% | Added |
| Susquehanna International Group, LLP | 647,087 | $28.2M | 0.05% | +143,842+28.6% | Added |
| First Trust Advisors LP | 632,232 | $27.5M | 0.03% | −34,552−5.2% | Reduced |
| Hardman Johnston Global Advisors LLC | 613,648 | $26.7M | 0.86% | −20,165−3.2% | Reduced |
| Barclays PLC | 589,498 | $25.6M | 0.01% | +86,287+17.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 579,535 | $25.2M | 0.61% | −20,034−3.3% | Reduced |
| Polar Capital Holdings Plc | 554,400 | $24.1M | 0.17% | +129,200+30.4% | Added |
| Voloridge Investment Management, LLC | 533,102 | $23.2M | 0.09% | −110,132−17.1% | Reduced |
| UBS Group AG | 527,395 | $22.9M | 0.01% | +308,315+140.7% | Added |
| Bank of Montreal | 503,696 | $22.9M | 0.01% | −95,776−16.0% | Reduced |
| Squarepoint Ops LLC | 526,769 | $22.9M | 0.09% | +175,772+50.1% | Added |
| Price T Rowe Associates Inc | 515,337 | $22.4M | 0.00% | +454,252+743.6% | Added |
| Balyasny Asset Management LLC | 494,044 | $21.5M | 0.06% | +441,812+845.9% | Added |
| Franklin Resources Inc | 481,047 | $20.9M | 0.01% | −241,465−33.4% | Reduced |
| Erste Asset Management GmbH | 455,926 | $20.7M | 0.30% | +87,522+23.8% | Added |
| Principal Financial Group Inc | 460,034 | $20.0M | 0.01% | +901+0.2% | Added |
| Select Equity Group, L.P. | 453,121 | $19.7M | 0.07% | +287,848+174.2% | Added |
| Goldman Sachs Group Inc | 443,380 | $19.3M | 0.00% | +185,797+72.1% | Added |
| Trillium Asset Management, LLC | 421,473 | $18.3M | 0.50% | +29,990+7.7% | Added |
| Rheos Capital Works Inc. | 397,500 | $17.3M | 0.96% | 00.0% | Unchanged |
| Invesco Ltd. | 391,241 | $17.0M | 0.00% | −57,878−12.9% | Reduced |
| Jane Street Group, LLC | 372,589 | $16.2M | 0.02% | +147,305+65.4% | Added |
| Rhumbline Advisers | 360,482 | $15.7M | 0.02% | −9,685−2.6% | Reduced |
| Wellington Management Group LLP | 359,129 | $15.6M | 0.00% | +109,371+43.8% | Added |
| Triodos Investment Management BV | 345,000 | $15.0M | 1.47% | 00.0% | Unchanged |
| AXA S.A. | 326,762 | $14.2M | 0.05% | −102,888−23.9% | Reduced |
| Amundi | 320,309 | $13.9M | 0.01% | −188,927−37.1% | Reduced |
| Citigroup Inc | 307,802 | $13.4M | 0.02% | −47,382−13.3% | Reduced |
| LMR Partners LLP | 298,406 | $13.0M | 0.33% | +266,337+830.5% | Added |
| Two Sigma Investments, LP | 256,199 | $11.1M | 0.03% | −278,614−52.1% | Reduced |
| Tudor Investment Corp Et Al | 254,530 | $11.1M | 0.15% | +105,267+70.5% | Added |
| Capital International Inc | 251,191 | $10.9M | 0.17% | −26,128−9.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 250,053 | $10.9M | 0.10% | +101,203+68.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 248,720 | $10.8M | 0.05% | −257,392−50.9% | Reduced |
| Swiss National Bank | 247,100 | $10.8M | 0.01% | −151,900−38.1% | Reduced |
| BIT Capital GmbH | 239,275 | $10.4M | 1.13% | +134,757+128.9% | Added |
| Retirement Systems of Alabama | 237,364 | $10.3M | 0.04% | +1,544+0.7% | Added |
| South Dakota Investment Council | 214,989 | $9.35M | 0.20% | +11,200+5.5% | Added |
| Alliancebernstein L.P. | 190,692 | $8.30M | 0.00% | −80.0% | Reduced |
| Neuberger Berman Group LLC | 188,216 | $8.19M | 0.01% | +135,348+256.0% | Added |
| New York State Common Retirement Fund | 185,622 | $8.08M | 0.01% | +3,252+1.8% | Added |
| Legal & General Group Plc | 183,432 | $7.98M | 0.00% | −214,117−53.9% | Reduced |
| Firsthand Capital Management, Inc. | 190,000 | $7.83M | 11.43% | 00.0% | Unchanged |
| California Public Employees Retirement System | 174,151 | $7.58M | 0.01% | −8,929−4.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 170,794 | $7.43M | 0.06% | +170,794 | New |
| Central Securities Corp | 170,000 | $7.40M | 0.80% | 00.0% | Unchanged |
| American International Group, Inc. | 169,275 | $7.37M | 0.03% | −6,092−3.5% | Reduced |
| PEAK6 Investments LLC | 165,584 | $7.20M | 0.31% | −16,769−9.2% | Reduced |
| Envestnet Asset Management Inc | 161,141 | $7.01M | 0.00% | −6,962−4.1% | Reduced |
| Raymond James & Associates | 158,821 | $6.91M | 0.01% | −23,046−12.7% | Reduced |
| Ameriprise Financial Inc | 158,136 | $6.88M | 0.00% | −5,391−3.3% | Reduced |
| Twinbeech Capital LP | 147,601 | $6.42M | 0.10% | +147,601 | New |
| Parallax Volatility Advisers, L.P. | 146,497 | $6.37M | 0.18% | +146,497 | New |
| Weiss Asset Management LP | 145,289 | $6.32M | 0.45% | +43,289+42.4% | Added |
| New York State Teachers Retirement System | 142,999 | $6.22M | 0.01% | −200−0.1% | Reduced |
| Aequim Alternative Investments LP | 142,800 | $6.21M | 0.25% | +142,800 | New |
| California State Teachers Retirement System | 132,501 | $5.77M | 0.01% | −59,152−30.9% | Reduced |
| State Board of Administration of Florida Retirement System | 129,753 | $5.65M | 0.01% | +3,287+2.6% | Added |
| Manufacturers Life Insurance Company, The | 127,684 | $5.56M | 0.00% | +5,070+4.1% | Added |
| Discovery Capital Management, LLC | 126,600 | $5.51M | 0.83% | +126,600 | New |
| Seven Eight Capital, LP | 125,279 | $5.45M | 0.63% | +26,953+27.4% | Added |
| Tegean Capital Management, LLC | 125,000 | $5.44M | 6.62% | +65,000+108.3% | Added |
| Stifel Financial Corp | 120,333 | $5.24M | 0.01% | +38,830+47.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 116,241 | $5.06M | 0.02% | +9,738+9.1% | Added |
| Credit Agricole S A | 109,703 | $4.77M | 0.10% | +27,400+33.3% | Added |
| Royal Bank of Canada | 109,424 | $4.76M | 0.00% | +14,975+15.9% | Added |