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 |
|---|---|---|---|---|---|
| Iridian Asset Management LLC | 106,894 | $4.65M | 0.84% | −7,010−6.2% | Reduced |
| Texas Permanent School Fund | 108,103 | $4.70M | 0.04% | +2,537+2.4% | Added |
| Guggenheim Capital LLC | 108,553 | $4.72M | 0.04% | +43,424+66.7% | Added |
| Royal Bank of Canada | 109,424 | $4.76M | 0.00% | +14,975+15.9% | Added |
| Credit Agricole S A | 109,703 | $4.77M | 0.10% | +27,400+33.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 116,241 | $5.06M | 0.02% | +9,738+9.1% | Added |
| Stifel Financial Corp | 120,333 | $5.24M | 0.01% | +38,830+47.6% | Added |
| Tegean Capital Management, LLC | 125,000 | $5.44M | 6.62% | +65,000+108.3% | Added |
| Seven Eight Capital, LP | 125,279 | $5.45M | 0.63% | +26,953+27.4% | Added |
| Discovery Capital Management, LLC | 126,600 | $5.51M | 0.83% | +126,600 | New |
| Manufacturers Life Insurance Company, The | 127,684 | $5.56M | 0.00% | +5,070+4.1% | Added |
| State Board of Administration of Florida Retirement System | 129,753 | $5.65M | 0.01% | +3,287+2.6% | Added |
| California State Teachers Retirement System | 132,501 | $5.77M | 0.01% | −59,152−30.9% | Reduced |
| Aequim Alternative Investments LP | 142,800 | $6.21M | 0.25% | +142,800 | New |
| New York State Teachers Retirement System | 142,999 | $6.22M | 0.01% | −200−0.1% | Reduced |
| Weiss Asset Management LP | 145,289 | $6.32M | 0.45% | +43,289+42.4% | Added |
| Parallax Volatility Advisers, L.P. | 146,497 | $6.37M | 0.18% | +146,497 | New |
| Twinbeech Capital LP | 147,601 | $6.42M | 0.10% | +147,601 | New |
| Ameriprise Financial Inc | 158,136 | $6.88M | 0.00% | −5,391−3.3% | Reduced |
| Raymond James & Associates | 158,821 | $6.91M | 0.01% | −23,046−12.7% | Reduced |
| Envestnet Asset Management Inc | 161,141 | $7.01M | 0.00% | −6,962−4.1% | Reduced |
| PEAK6 Investments LLC | 165,584 | $7.20M | 0.31% | −16,769−9.2% | Reduced |
| American International Group, Inc. | 169,275 | $7.37M | 0.03% | −6,092−3.5% | Reduced |
| Central Securities Corp | 170,000 | $7.40M | 0.80% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 170,794 | $7.43M | 0.06% | +170,794 | New |
| California Public Employees Retirement System | 174,151 | $7.58M | 0.01% | −8,929−4.9% | Reduced |
| Firsthand Capital Management, Inc. | 190,000 | $7.83M | 11.43% | 00.0% | Unchanged |
| Legal & General Group Plc | 183,432 | $7.98M | 0.00% | −214,117−53.9% | Reduced |
| New York State Common Retirement Fund | 185,622 | $8.08M | 0.01% | +3,252+1.8% | Added |
| Neuberger Berman Group LLC | 188,216 | $8.19M | 0.01% | +135,348+256.0% | Added |
| Alliancebernstein L.P. | 190,692 | $8.30M | 0.00% | −80.0% | Reduced |
| South Dakota Investment Council | 214,989 | $9.35M | 0.20% | +11,200+5.5% | Added |
| Retirement Systems of Alabama | 237,364 | $10.3M | 0.04% | +1,544+0.7% | Added |
| BIT Capital GmbH | 239,275 | $10.4M | 1.13% | +134,757+128.9% | Added |
| Swiss National Bank | 247,100 | $10.8M | 0.01% | −151,900−38.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 248,720 | $10.8M | 0.05% | −257,392−50.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 250,053 | $10.9M | 0.10% | +101,203+68.0% | Added |
| Capital International Inc | 251,191 | $10.9M | 0.17% | −26,128−9.4% | Reduced |
| Tudor Investment Corp Et Al | 254,530 | $11.1M | 0.15% | +105,267+70.5% | Added |
| Two Sigma Investments, LP | 256,199 | $11.1M | 0.03% | −278,614−52.1% | Reduced |
| LMR Partners LLP | 298,406 | $13.0M | 0.33% | +266,337+830.5% | Added |
| Citigroup Inc | 307,802 | $13.4M | 0.02% | −47,382−13.3% | Reduced |
| Amundi | 320,309 | $13.9M | 0.01% | −188,927−37.1% | Reduced |
| AXA S.A. | 326,762 | $14.2M | 0.05% | −102,888−23.9% | Reduced |
| Triodos Investment Management BV | 345,000 | $15.0M | 1.47% | 00.0% | Unchanged |
| Wellington Management Group LLP | 359,129 | $15.6M | 0.00% | +109,371+43.8% | Added |
| Rhumbline Advisers | 360,482 | $15.7M | 0.02% | −9,685−2.6% | Reduced |
| Jane Street Group, LLC | 372,589 | $16.2M | 0.02% | +147,305+65.4% | Added |
| Invesco Ltd. | 391,241 | $17.0M | 0.00% | −57,878−12.9% | Reduced |
| Rheos Capital Works Inc. | 397,500 | $17.3M | 0.96% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 421,473 | $18.3M | 0.50% | +29,990+7.7% | Added |
| Goldman Sachs Group Inc | 443,380 | $19.3M | 0.00% | +185,797+72.1% | Added |
| Select Equity Group, L.P. | 453,121 | $19.7M | 0.07% | +287,848+174.2% | Added |
| Principal Financial Group Inc | 460,034 | $20.0M | 0.01% | +901+0.2% | Added |
| Erste Asset Management GmbH | 455,926 | $20.7M | 0.30% | +87,522+23.8% | Added |
| Franklin Resources Inc | 481,047 | $20.9M | 0.01% | −241,465−33.4% | Reduced |
| Balyasny Asset Management LLC | 494,044 | $21.5M | 0.06% | +441,812+845.9% | Added |
| Price T Rowe Associates Inc | 515,337 | $22.4M | 0.00% | +454,252+743.6% | Added |
| Squarepoint Ops LLC | 526,769 | $22.9M | 0.09% | +175,772+50.1% | Added |
| Bank of Montreal | 503,696 | $22.9M | 0.01% | −95,776−16.0% | Reduced |
| UBS Group AG | 527,395 | $22.9M | 0.01% | +308,315+140.7% | Added |
| Voloridge Investment Management, LLC | 533,102 | $23.2M | 0.09% | −110,132−17.1% | Reduced |
| Polar Capital Holdings Plc | 554,400 | $24.1M | 0.17% | +129,200+30.4% | Added |
| Nan Shan Life Insurance Co., Ltd. | 579,535 | $25.2M | 0.61% | −20,034−3.3% | Reduced |
| Barclays PLC | 589,498 | $25.6M | 0.01% | +86,287+17.1% | Added |
| Hardman Johnston Global Advisors LLC | 613,648 | $26.7M | 0.86% | −20,165−3.2% | Reduced |
| First Trust Advisors LP | 632,232 | $27.5M | 0.03% | −34,552−5.2% | Reduced |
| Susquehanna International Group, LLP | 647,087 | $28.2M | 0.05% | +143,842+28.6% | Added |
| Dimensional Fund Advisors LP | 665,817 | $29.0M | 0.01% | +78,071+13.3% | Added |
| WS Management LLLP | 696,888 | $30.3M | 2.98% | +478,488+219.1% | Added |
| UniSuper Management Pty Ltd | 702,922 | $30.6M | 0.34% | −900−0.1% | Reduced |
| Janus Henderson Group PLC | 706,954 | $30.8M | 0.02% | +235,634+50.0% | Added |
| Frontier Capital Management Co LLC | 764,012 | $33.2M | 0.34% | −99,661−11.5% | Reduced |
| Nuveen Asset Management, LLC | 782,654 | $34.1M | 0.01% | −247,808−24.0% | Reduced |
| Rafferty Asset Management, LLC | 785,479 | $34.2M | 0.14% | +102,948+15.1% | Added |
| CIBC World Markets Corp | 800,000 | $34.8M | 0.19% | +800,000 | New |
| Millennium Management LLC | 804,878 | $35.0M | 0.03% | +581,476+260.3% | Added |
| Charles Schwab Investment Management Inc | 809,600 | $35.2M | 0.01% | +34,865+4.5% | Added |
| Northern Trust Corp | 902,528 | $39.3M | 0.01% | −99,221−9.9% | Reduced |
| Bank of New York Mellon Corp | 1,102,888 | $48.0M | 0.01% | −156,699−12.4% | Reduced |
| Bank of America Corp | 1,174,959 | $51.1M | 0.01% | +222,685+23.4% | Added |
| FIL Ltd | 1,185,221 | $51.6M | 0.05% | +6,601+0.6% | Added |
| Wells Fargo & Company | 1,208,041 | $52.6M | 0.01% | −170,980−12.4% | Reduced |
| Credit Suisse AG | 1,366,424 | $59.5M | 0.06% | +989,915+262.9% | Added |
| FengHe Fund Management Pte. Ltd. | 1,431,200 | $62.3M | 10.93% | +1,165,600+438.9% | Added |
| FMR LLC | 1,518,902 | $66.1M | 0.01% | +464,527+44.1% | Added |
| Citadel Advisors LLC | 1,751,758 | $76.2M | 0.08% | +1,087,098+163.6% | Added |
| Thrivent Financial for Lutherans | 1,874,107 | $81.5M | 0.18% | −36,809−1.9% | Reduced |
| Primecap Management Co | 1,906,494 | $83.0M | 0.07% | +29,700+1.6% | Added |
| Geode Capital Management, LLC | 1,926,689 | $83.8M | 0.01% | +54,628+2.9% | Added |
| Point72 Asset Management, L.P. | 1,955,817 | $85.1M | 0.26% | +492,132+33.6% | Added |
| Morgan Stanley | 2,240,345 | $97.5M | 0.01% | −821,288−26.8% | Reduced |
| JPMorgan Chase & Co | 2,379,240 | $103.5M | 0.01% | −326,271−12.1% | Reduced |
| UBS Asset Management Americas Inc | 2,541,928 | $110.6M | 0.04% | +366,992+16.9% | Added |
| Artisan Partners Limited Partnership | 2,626,081 | $114.3M | 0.18% | +352,609+15.5% | Added |
| State Street Corp | 4,511,669 | $196.3M | 0.01% | −300,262−6.2% | Reduced |
| Clearbridge Investments, LLC | 4,840,456 | $210.6M | 0.18% | −207,710−4.1% | Reduced |
| Capital World Investors | 5,297,915 | $230.5M | 0.04% | −97,464−1.8% | Reduced |
| Norges Bank | 7,094,940 | $308.7M | 0.05% | +381,648+5.7% | Added |
| Vanguard Group Inc | 12,629,335 | $549.5M | 0.01% | +157,668+1.3% | Added |