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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, 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.

Institutional holdersQ4 2023: 403 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 heldQ4 2023: $6.01B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2023.

Institutions holding WOLF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors12,828,806$558.2M0.13%−18,068−0.1%Reduced
Capital Research Global Investors13,512,992$588.0M0.14%−3,1210.0%Reduced
BlackRock Inc.16,517,127$718.7M0.02%−954,819−5.5%Reduced
William Blair Investment Management, LLC0$00.00%−2,273,227−100.0%Sold out
JANA Partners Management, LP0$00.00%−936,000−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−490,324−100.0%Sold out
Cercano Management LLC0$00.00%−270,592−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−267,147−100.0%Sold out
Marshall Wace, LLP0$00.00%−222,239−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−188,600−100.0%Sold out
Pinpoint Asset Management Ltd0$00.00%−179,395−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−130,885−100.0%Sold out
Aviva PLC0$00.00%−111,116−100.0%Sold out
APG Asset Management N.V.0$00.00%−106,922−100.0%Sold out
Zenyatta Capital Management LP0$00.00%−90,000−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−70,649−100.0%Sold out
Artemis Investment Management LLP0$00.00%−69,903−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−67,200−100.0%Sold out
Mirova0$00.00%−63,923−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−44,000−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−35,037−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−34,614−100.0%Sold out
Korea Investment CORP0$00.00%−28,797−100.0%Sold out
Toronto Dominion Bank0$00.00%−23,755−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−23,641−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−22,900−100.0%Sold out
Teza Capital Management LLC0$00.00%−22,838−100.0%Sold out
Tredje AP-fonden0$00.00%−20,857−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−19,852−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−19,099−100.0%Sold out
Standard Life Aberdeen plc0$00.00%−18,795−100.0%Sold out
DnB Asset Management AS0$00.00%−16,019−100.0%Sold out
Nissay Asset Management Corp0$00.00%−15,544−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−15,527−100.0%Sold out
Tilt Investment Management Holdings, PBC0$00.00%−15,212−100.0%Sold out
New York Life Investment Management LLC0$00.00%−13,186−100.0%Sold out
American Century Companies Inc0$00.00%−13,180−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−13,118−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−12,961−100.0%Sold out
Gulf International Bank (UK) Ltd0$00.00%−12,605−100.0%Sold out
Duality Advisers, LP0$00.00%−12,588−100.0%Sold out
Meeder Asset Management Inc0$00.00%−12,316−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−11,239−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−10,660−100.0%Sold out
Souders Financial Advisors0$00.00%−10,481−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−10,418−100.0%Sold out
Intech Investment Management LLC0$00.00%−10,407−100.0%Sold out
Nordea Investment Management AB0$00.00%−10,082−100.0%Sold out
Cutler Group LP0$00.00%−10,267−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−10,252−100.0%Sold out
Boston Partners0$00.00%−53,324−100.0%Sold out
Sumitomo Mitsui DS Asset Management Company, Ltd0$00.00%−8,845−100.0%Sold out
MAI Capital Management0$00.00%−8,764−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−8,378−100.0%Sold out
National Asset Management, Inc.0$00.00%−8,305−100.0%Sold out
XTX Topco Ltd0$00.00%−8,184−100.0%Sold out
TD Asset Management Inc0$00.00%−7,893−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−7,300−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−6,135−100.0%Sold out
E. Ohman J:or Asset Management AB0$00.00%−5,300−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−4,835−100.0%Sold out
Macquarie Group Ltd0$00.00%−3,330−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−3,306−100.0%Sold out
Vestcor Inc0$00.00%−2,922−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−1,636−100.0%Sold out
Ostrum Asset Management0$00.00%−1,393−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−539−100.0%Sold out
Front Row Advisors LLC0$00.00%−250−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−153−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−110−100.0%Sold out
City State Bank0$00.00%−100−100.0%Sold out
Compass Wealth Management LLC0$00.00%−100−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−66−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−57−100.0%Sold out
Umb Bank N A0$00.00%−54−100.0%Sold out
Byrne Asset Management LLC0$00.00%−50−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−47−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−35−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−25−100.0%Sold out
Harbour Investments, Inc.0$00.00%−18−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−17−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−15−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−11−100.0%Sold out
Berkshire Capital Holdings Inc0$00.00%−10−100.0%Sold out
JJJ Advisors Inc.0$00.00%−10−100.0%Sold out
True Wealth Design, LLC0$00.00%−1−100.0%Sold out
Pathstone Family Office, LLC––––Not filed
Rothschild Investment Corp––––Not filed
First Republic Investment Management, Inc.––––Not filed
Johnson Midwest Financial, LLC––––Not filed