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, Q1 2024
Institutional positions in Wolfspeed, Inc. as of Mar 31, 2024. 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
- 371
- −27 vs. Q4 2023
- Shares held
- 139.2M
- +1.19M (+0.9%) vs. Q4 2023
- Total value
- $4.11B
- −$1.90B (−31.6%) vs. Q4 2023
- New holders
- 61
- 130 more added
- Sold out
- 88
- 115 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 16,450,096 | $485.3M | 0.01% | −67,031−0.4% | Reduced |
| Vanguard Group Inc | 13,079,067 | $385.8M | 0.01% | +449,732+3.6% | Added |
| Capital International Investors | 12,826,240 | $378.4M | 0.08% | −2,5660.0% | Reduced |
| Capital Research Global Investors | 12,400,436 | $365.8M | 0.08% | −1,112,556−8.2% | Reduced |
| Primecap Management Co | 5,244,770 | $154.7M | 0.12% | +3,338,276+175.1% | Added |
| State Street Corp | 5,107,711 | $150.7M | 0.01% | +596,042+13.2% | Added |
| Clearbridge Investments, LLC | 4,794,213 | $141.4M | 0.11% | −46,243−1.0% | Reduced |
| JANA Partners Management, LP | 4,557,881 | $134.5M | 7.35% | +4,557,881 | New |
| UBS Asset Management Americas Inc | 3,909,314 | $115.3M | 0.04% | +1,367,386+53.8% | Added |
| Capital World Investors | 3,177,376 | $93.7M | 0.02% | −2,120,539−40.0% | Reduced |
| Artisan Partners Limited Partnership | 3,072,948 | $90.7M | 0.13% | +446,867+17.0% | Added |
| Morgan Stanley | 2,877,788 | $84.9M | 0.01% | +637,443+28.5% | Added |
| Geode Capital Management, LLC | 2,015,526 | $59.5M | 0.01% | +88,837+4.6% | Added |
| Norges Bank | 1,941,824 | $57.3M | 0.01% | −5,153,116−72.6% | Reduced |
| Voloridge Investment Management, LLC | 1,702,400 | $50.2M | 0.18% | +1,169,298+219.3% | Added |
| Bank of America Corp | 1,682,865 | $49.6M | 0.00% | +507,906+43.2% | Added |
| FMR LLC | 1,514,713 | $44.7M | 0.00% | −4,189−0.3% | Reduced |
| UBS Group AG | 1,378,232 | $40.7M | 0.01% | +850,837+161.3% | Added |
| Citadel Advisors LLC | 1,322,585 | $39.0M | 0.04% | −429,173−24.5% | Reduced |
| Point72 Asset Management, L.P. | 1,254,000 | $37.0M | 0.11% | −701,817−35.9% | Reduced |
| Wells Fargo & Company | 1,193,091 | $35.2M | 0.01% | −14,950−1.2% | Reduced |
| FIL Ltd | 1,185,221 | $35.0M | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 1,102,385 | $32.5M | 0.12% | +316,906+40.3% | Added |
| Susquehanna International Group, LLP | 1,080,085 | $31.9M | 0.05% | +432,998+66.9% | Added |
| Bank of New York Mellon Corp | 1,029,805 | $30.4M | 0.01% | −73,083−6.6% | Reduced |
| Select Equity Group, L.P. | 996,783 | $29.4M | 0.11% | +543,662+120.0% | Added |
| D. E. Shaw & Co., Inc. | 991,887 | $29.3M | 0.04% | +991,887 | New |
| FengHe Fund Management Pte. Ltd. | 921,427 | $27.2M | 3.42% | −509,773−35.6% | Reduced |
| Polar Capital Holdings Plc | 888,500 | $26.2M | 0.16% | +334,100+60.3% | Added |
| Barclays PLC | 840,454 | $24.8M | 0.01% | +250,956+42.6% | Added |
| Charles Schwab Investment Management Inc | 837,824 | $24.7M | 0.01% | +28,224+3.5% | Added |
| Northern Trust Corp | 790,780 | $23.3M | 0.00% | −111,748−12.4% | Reduced |
| JPMorgan Chase & Co | 766,838 | $22.6M | 0.00% | −1,612,402−67.8% | Reduced |
| Nuveen Asset Management, LLC | 721,716 | $21.3M | 0.01% | −60,938−7.8% | Reduced |
| Janus Henderson Group PLC | 720,961 | $21.3M | 0.01% | +14,007+2.0% | Added |
| UniSuper Management Pty Ltd | 702,922 | $20.7M | 0.20% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 683,095 | $20.2M | 0.03% | +683,095 | New |
| Citigroup Inc | 679,785 | $20.1M | 0.02% | +371,983+120.9% | Added |
| Samlyn Capital, LLC | 665,860 | $19.6M | 0.34% | +665,860 | New |
| Jane Street Group, LLC | 627,445 | $18.5M | 0.02% | +254,856+68.4% | Added |
| Frontier Capital Management Co LLC | 572,933 | $16.9M | 0.16% | −191,079−25.0% | Reduced |
| WS Management LLLP | 568,742 | $16.8M | 1.54% | −128,146−18.4% | Reduced |
| Neuberger Berman Group LLC | 559,012 | $16.5M | 0.01% | +370,796+197.0% | Added |
| Panview Asian Equity Master Fund | 555,000 | $16.4M | 5.14% | +555,000 | New |
| Nan Shan Life Insurance Co., Ltd. | 542,876 | $16.0M | 0.38% | −36,659−6.3% | Reduced |
| Invesco Ltd. | 537,176 | $15.8M | 0.00% | +145,935+37.3% | Added |
| First Trust Advisors LP | 507,608 | $15.0M | 0.02% | −124,624−19.7% | Reduced |
| Bank of Montreal | 504,333 | $14.9M | 0.01% | +637+0.1% | Added |
| Dimensional Fund Advisors LP | 488,488 | $14.4M | 0.00% | −177,329−26.6% | Reduced |
| Tudor Investment Corp Et Al | 487,796 | $14.4M | 0.18% | +233,266+91.6% | Added |
| Erste Asset Management GmbH | 501,962 | $14.4M | 0.20% | +46,036+10.1% | Added |
| Principal Financial Group Inc | 473,571 | $14.0M | 0.01% | +13,537+2.9% | Added |
| Trillium Asset Management, LLC | 415,417 | $12.3M | 0.31% | −6,056−1.4% | Reduced |
| Amundi | 411,212 | $12.1M | 0.01% | +90,903+28.4% | Added |
| Franklin Resources Inc | 410,340 | $12.1M | 0.00% | −70,707−14.7% | Reduced |
| Rhumbline Advisers | 352,116 | $10.4M | 0.01% | −8,366−2.3% | Reduced |
| Triodos Investment Management BV | 345,000 | $10.2M | 0.92% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 339,997 | $10.0M | 0.04% | +91,277+36.7% | Added |
| AXA S.A. | 330,393 | $9.75M | 0.03% | +3,631+1.1% | Added |
| Alps Advisors Inc | 318,610 | $9.40M | 0.07% | +318,610 | New |
| Goldman Sachs Group Inc | 304,170 | $8.97M | 0.00% | −139,210−31.4% | Reduced |
| Credit Suisse AG | 288,369 | $8.51M | 0.01% | −1,078,055−78.9% | Reduced |
| Holocene Advisors, LP | 282,335 | $8.33M | 0.03% | +282,335 | New |
| State Board of Administration of Florida Retirement System | 126,526 | $8.22M | 0.02% | −3,227−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 273,802 | $8.08M | 0.07% | +23,749+9.5% | Added |
| Hardman Johnston Global Advisors LLC | 271,451 | $8.01M | 0.28% | −342,197−55.8% | Reduced |
| Ameriprise Financial Inc | 255,611 | $7.64M | 0.00% | +97,475+61.6% | Added |
| Polar Asset Management Partners Inc. | 254,900 | $7.52M | 0.20% | +254,900 | New |
| Wellington Management Group LLP | 252,978 | $7.46M | 0.00% | −106,151−29.6% | Reduced |
| Capital International Inc | 249,982 | $7.37M | 0.10% | −1,209−0.5% | Reduced |
| Swiss National Bank | 247,100 | $7.29M | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 241,489 | $7.12M | 0.15% | +26,500+12.3% | Added |
| Retirement Systems of Alabama | 238,375 | $7.03M | 0.03% | +1,011+0.4% | Added |
| Simplex Trading, LLC | 207,659 | $6.13M | 0.18% | +137,208+194.8% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 200,000 | $5.90M | 1.11% | +200,000 | New |
| Alliancebernstein L.P. | 199,475 | $5.88M | 0.00% | +8,783+4.6% | Added |
| New York State Common Retirement Fund | 192,006 | $5.66M | 0.01% | +6,384+3.4% | Added |
| Legal & General Group Plc | 187,397 | $5.53M | 0.00% | +3,965+2.2% | Added |
| Firsthand Capital Management, Inc. | 180,000 | $5.31M | 8.65% | −10,000−5.3% | Reduced |
| Rheos Capital Works Inc. | 177,500 | $5.24M | 0.25% | −220,000−55.3% | Reduced |
| California Public Employees Retirement System | 174,151 | $5.14M | 0.00% | 00.0% | Unchanged |
| Central Securities Corp | 170,000 | $5.01M | 0.51% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 170,000 | $5.01M | 0.72% | +170,000 | New |
| American International Group, Inc. | 166,509 | $4.91M | 0.02% | −2,766−1.6% | Reduced |
| Aequim Alternative Investments LP | 163,800 | $4.83M | 0.18% | +21,000+14.7% | Added |
| Guggenheim Capital LLC | 150,750 | $4.45M | 0.03% | +42,197+38.9% | Added |
| Envestnet Asset Management Inc | 148,649 | $4.39M | 0.00% | −12,492−7.8% | Reduced |
| New York State Teachers Retirement System | 143,499 | $4.23M | 0.01% | +500+0.3% | Added |
| Manufacturers Life Insurance Company, The | 135,404 | $3.99M | 0.00% | +7,720+6.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 133,395 | $3.94M | 0.01% | +17,154+14.8% | Added |
| IMC-Chicago, LLC | 132,837 | $3.92M | 0.14% | +132,837 | New |
| Mirae Asset Global Investments Co., Ltd. | 128,099 | $3.78M | 0.01% | +22,075+20.8% | Added |
| Marshall Wace, LLP | 127,900 | $3.77M | 0.01% | +127,900 | New |
| Seven Eight Capital, LP | 125,954 | $3.72M | 0.39% | +675+0.5% | Added |
| California State Teachers Retirement System | 125,829 | $3.71M | 0.00% | −6,672−5.0% | Reduced |
| Squarepoint Ops LLC | 125,334 | $3.70M | 0.02% | −401,435−76.2% | Reduced |
| Slow Capital, Inc. | 122,252 | $3.61M | 0.58% | +74,947+158.4% | Added |
| Iridian Asset Management LLC | 118,274 | $3.49M | 0.68% | +11,380+10.6% | Added |
| Texas Permanent School Fund | 109,966 | $3.24M | 0.03% | +1,863+1.7% | Added |
| State of New Jersey Common Pension Fund D | 109,038 | $3.22M | 0.01% | +31,407+40.5% | Added |