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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, Q2 2024

Institutional positions in Wolfspeed, Inc. as of Jun 30, 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
344
−20 vs. Q1 2024
Shares held
140.5M
+1.64M (+1.2%) vs. Q1 2024
Total value
$3.20B
−$901.6M (−22.0%) vs. Q1 2024
New holders
37
116 more added
Sold out
57
121 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 344 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 heldQ2 2024: $3.20B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q1 2024.

Institutions holding WOLF in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc13,523,299$307.8M0.01%+444,232+3.4%Added
BlackRock Inc.13,227,630$301.1M0.01%−3,222,466−19.6%Reduced
Capital International Investors12,605,346$286.9M0.06%−220,894−1.7%Reduced
Capital Research Global Investors11,753,776$267.5M0.06%−646,660−5.2%Reduced
UBS Asset Management Americas Inc7,122,128$162.1M0.05%+3,212,814+82.2%Added
JANA Partners Management, LP6,165,933$140.3M8.21%+1,608,052+35.3%Added
Primecap Management Co6,045,310$137.6M0.10%+800,540+15.3%Added
State Street Corp5,438,736$123.8M0.01%+331,025+6.5%Added
Clearbridge Investments, LLC4,597,953$104.6M0.09%−196,260−4.1%Reduced
Capital World Investors3,177,376$72.3M0.01%00.0%Unchanged
Morgan Stanley3,040,493$69.2M0.01%+162,705+5.7%Added
Artisan Partners Limited Partnership3,016,270$68.7M0.10%−56,678−1.8%Reduced
UBS Group AG2,539,879$57.8M0.02%+1,161,647+84.3%Added
Geode Capital Management, LLC2,066,553$47.0M0.00%+51,027+2.5%Added
Bank of America Corp1,643,757$37.4M0.00%−39,108−2.3%Reduced
FMR LLC1,503,933$34.2M0.00%−10,780−0.7%Reduced
Voloridge Investment Management, LLC1,480,558$33.7M0.13%−221,842−13.0%Reduced
Point72 Asset Management, L.P.1,402,557$31.9M0.10%+148,557+11.8%Added
JPMorgan Chase & Co1,329,599$30.3M0.00%+562,761+73.4%Added
D. E. Shaw & Co., Inc.1,263,569$28.8M0.04%+271,682+27.4%Added
Neuberger Berman Group LLC1,245,655$28.4M0.02%+686,643+122.8%Added
FIL Ltd1,185,221$27.0M0.03%00.0%Unchanged
Bank of New York Mellon Corp1,177,332$26.8M0.01%+147,527+14.3%Added
Wells Fargo & Company1,101,323$25.1M0.01%−91,768−7.7%Reduced
Norges Bank1,068,218$24.3M0.00%−873,606−45.0%Reduced
Samlyn Capital, LLC1,009,137$23.0M0.39%+343,277+51.6%Added
Rafferty Asset Management, LLC1,007,675$22.9M0.09%−94,710−8.6%Reduced
Select Equity Group, L.P.1,003,689$22.8M0.09%+6,906+0.7%Added
Northern Trust Corp926,177$21.1M0.00%+135,397+17.1%Added
Charles Schwab Investment Management Inc850,048$19.3M0.00%+12,224+1.5%Added
Citigroup Inc821,397$18.7M0.02%+141,612+20.8%Added
Squarepoint Ops LLC755,806$17.2M0.06%+630,472+503.0%Added
Janus Henderson Group PLC720,332$16.4M0.01%−629−0.1%Reduced
Panview Asian Equity Master Fund685,000$15.6M3.93%+130,000+23.4%Added
Allianz Asset Management GmbH671,108$15.3M0.02%−11,987−1.8%Reduced
UniSuper Management Pty Ltd647,782$14.7M0.12%−55,140−7.8%Reduced
Polar Capital Holdings Plc640,000$14.6M0.09%−248,500−28.0%Reduced
Susquehanna International Group, LLP639,518$14.6M0.03%−440,567−40.8%Reduced
Dimensional Fund Advisors LP637,581$14.5M0.00%+149,093+30.5%Added
Invesco Ltd.577,400$13.1M0.00%+40,224+7.5%Added
Frontier Capital Management Co LLC568,551$12.9M0.13%−4,382−0.8%Reduced
Barclays PLC566,577$12.9M0.01%−273,877−32.6%Reduced
WS Management LLLP550,000$12.5M1.17%−18,742−3.3%Reduced
Two Sigma Investments, LP548,966$12.5M0.03%+520,767+1,846.8%Added
Nan Shan Life Insurance Co., Ltd.539,472$12.3M0.29%−3,404−0.6%Reduced
Bank of Montreal512,761$11.7M0.01%+8,428+1.7%Added
Erste Asset Management GmbH487,159$11.3M0.15%−14,803−2.9%Reduced
Tudor Investment Corp Et Al472,826$10.8M0.12%−14,970−3.1%Reduced
First Trust Advisors LP454,245$10.3M0.01%−53,363−10.5%Reduced
Principal Financial Group Inc419,190$9.54M0.01%−54,381−11.5%Reduced
Nuveen Asset Management, LLC416,733$9.48M0.00%−304,983−42.3%Reduced
FengHe Fund Management Pte. Ltd.404,700$9.21M1.28%−516,727−56.1%Reduced
Trillium Asset Management, LLC399,331$9.09M0.23%−16,086−3.9%Reduced
Teachers Retirement System of the State of Kentucky369,402$8.41M0.08%+95,600+34.9%Added
Citadel Advisors LLC357,108$8.13M0.01%−965,477−73.0%Reduced
Triodos Investment Management BV345,000$7.85M0.69%00.0%Unchanged
Rhumbline Advisers335,940$7.65M0.01%−16,176−4.6%Reduced
Jane Street Group, LLC329,630$7.50M0.01%−297,815−47.5%Reduced
Price T Rowe Associates Inc295,841$6.73M0.00%+235,338+389.0%Added
Alps Advisors Inc288,623$6.57M0.05%−29,987−9.4%Reduced
Simplex Trading, LLC277,965$6.33M0.20%+70,306+33.9%Added
Two Sigma Advisers, LP269,100$6.12M0.01%+269,100New
Hardman Johnston Global Advisors LLC266,661$6.07M0.23%−4,790−1.8%Reduced
Amundi262,201$5.96M0.00%−149,011−36.2%Reduced
South Dakota Investment Council253,746$5.78M0.12%+12,257+5.1%Added
Capital International Inc249,829$5.69M0.08%−153−0.1%Reduced
Swiss National Bank247,100$5.62M0.00%00.0%Unchanged
Retirement Systems of Alabama235,736$5.37M0.02%−2,639−1.1%Reduced
IMC-Chicago, LLC234,175$5.33M0.17%+101,338+76.3%Added
Seven Eight Capital, LP229,498$5.22M0.55%+103,544+82.2%Added
Marshall Wace, LLP200,112$4.55M0.01%+72,212+56.5%Added
Firsthand Capital Management, Inc.187,000$4.49M10.11%+7,000+3.9%Added
New York State Common Retirement Fund193,061$4.39M0.01%+1,055+0.5%Added
Legal & General Group Plc189,983$4.32M0.00%+2,586+1.4%Added
Mirae Asset Global Investments Co., Ltd.180,656$4.20M0.02%+52,557+41.0%Added
Rheos Capital Works Inc.177,500$4.04M0.21%00.0%Unchanged
Holocene Advisors, LP176,708$4.02M0.02%−105,627−37.4%Reduced
Alliancebernstein L.P.172,484$3.93M0.00%−26,991−13.5%Reduced
Central Securities Corp170,000$3.87M0.38%00.0%Unchanged
Aequim Alternative Investments LP163,800$3.73M0.14%00.0%Unchanged
California Public Employees Retirement System163,391$3.72M0.00%−10,760−6.2%Reduced
Soviero Asset Management, LP160,000$3.64M2.80%+160,000New
HRT Financial LP159,201$3.62M0.02%+159,201New
Corebridge Financial, Inc.159,179$3.62M0.02%+159,179New
Goldman Sachs Group Inc155,384$3.54M0.00%−148,786−48.9%Reduced
Ameriprise Financial Inc155,123$3.53M0.00%−100,488−39.3%Reduced
Envestnet Asset Management Inc144,544$3.29M0.00%−4,105−2.8%Reduced
New York State Teachers Retirement System143,399$3.26M0.01%−100−0.1%Reduced
Royal Bank of Canada138,616$3.15M0.00%+40,340+41.0%Added
Slow Capital, Inc.137,389$3.13M0.51%+15,137+12.4%Added
Manufacturers Life Insurance Company, The135,513$3.08M0.00%+109+0.1%Added
Sequoia China Equity Partners (Hong Kong) Ltd134,343$3.06M0.82%−65,657−32.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund133,175$3.03M0.01%−220−0.2%Reduced
State Board of Administration of Florida Retirement System129,643$2.95M0.01%+3,117+2.5%Added
Parallax Volatility Advisers, L.P.124,273$2.83M0.07%+27,020+27.8%Added
Iridian Asset Management LLC124,101$2.82M0.64%+5,827+4.9%Added
California State Teachers Retirement System122,746$2.79M0.00%−3,083−2.5%Reduced
UBS Oconnor LLC115,000$2.62M0.07%+50,000+76.9%Added
Credit Agricole S A109,703$2.50M0.02%00.0%Unchanged
Stifel Financial Corp109,450$2.49M0.00%+8,455+8.4%Added