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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, Q3 2024

Institutional positions in Wolfspeed, Inc. as of Sep 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
321
−20 vs. Q2 2024
Shares held
153.0M
+25.7M (+20.2%) vs. Q2 2024
Total value
$1.48B
−$1.41B (−48.8%) vs. Q2 2024
New holders
63
125 more added
Sold out
83
81 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 321 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 heldQ3 2024: $1.48B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q2 2024.

Institutions holding WOLF in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.15,708,523$152.4M0.00%+15,708,523New
Vanguard Group Inc15,624,986$151.6M0.00%+2,101,687+15.5%Added
Capital Research Global Investors9,282,739$90.0M0.02%−2,471,037−21.0%Reduced
Price T Rowe Associates Inc8,004,137$77.6M0.01%+7,708,296+2,605.6%Added
Capital International Investors7,797,556$75.6M0.01%−4,807,790−38.1%Reduced
State Street Corp6,694,555$64.9M0.00%+1,255,819+23.1%Added
UBS Group AG6,352,701$61.6M0.02%+3,812,822+150.1%Added
Primecap Management Co6,349,180$61.6M0.05%+303,870+5.0%Added
JANA Partners Management, LP6,165,933$59.8M3.37%00.0%Unchanged
D. E. Shaw & Co., Inc.5,090,225$49.4M0.06%+3,826,656+302.8%Added
Morgan Stanley4,417,519$42.8M0.00%+1,377,026+45.3%Added
Artisan Partners Limited Partnership3,720,562$36.1M0.05%+704,292+23.3%Added
FIL Ltd2,869,661$27.8M0.03%+1,684,440+142.1%Added
Two Sigma Investments, LP2,502,225$24.3M0.05%+1,953,259+355.8%Added
Two Sigma Advisers, LP2,458,600$23.8M0.06%+2,189,500+813.6%Added
Neuberger Berman Group LLC2,402,584$23.3M0.02%+1,156,929+92.9%Added
Geode Capital Management, LLC2,012,185$19.5M0.00%−54,368−2.6%Reduced
Voloridge Investment Management, LLC1,903,035$18.5M0.07%+422,477+28.5%Added
UBS Asset Management Americas Inc1,875,934$18.2M0.00%−5,246,194−73.7%Reduced
Citadel Advisors LLC1,751,357$17.0M0.02%+1,394,249+390.4%Added
FMR LLC1,653,127$16.0M0.00%+149,194+9.9%Added
Select Equity Group, L.P.1,614,004$15.7M0.06%+610,315+60.8%Added
JPMorgan Chase & Co1,579,320$15.3M0.00%+249,721+18.8%Added
Millennium Management LLC1,573,995$15.3M0.01%+1,469,601+1,407.7%Added
Squarepoint Ops LLC1,531,161$14.9M0.05%+775,355+102.6%Added
Jane Street Group, LLC1,514,585$14.7M0.02%+1,184,955+359.5%Added
Invesco Ltd.1,282,627$12.4M0.00%+705,227+122.1%Added
Bank of New York Mellon Corp1,255,983$12.2M0.00%+78,651+6.7%Added
Frontier Capital Management Co LLC1,055,758$10.2M0.10%+487,207+85.7%Added
Charles Schwab Investment Management Inc871,191$8.45M0.00%+21,143+2.5%Added
Connor, Clark & Lunn Investment Management Ltd.833,201$8.08M0.04%+766,971+1,158.0%Added
Capital World Investors789,814$7.66M0.00%−2,387,562−75.1%Reduced
Susquehanna International Group, LLP770,600$7.47M0.01%+131,082+20.5%Added
Northern Trust Corp672,252$6.52M0.00%−253,925−27.4%Reduced
Wells Fargo & Company659,033$6.39M0.00%−442,290−40.2%Reduced
Nuveen Asset Management, LLC655,253$6.36M0.00%+238,520+57.2%Added
Principal Financial Group Inc592,599$5.75M0.00%+173,409+41.4%Added
Marshall Wace, LLP591,714$5.74M0.01%+391,602+195.7%Added
South Dakota Investment Council567,834$5.51M0.11%+314,088+123.8%Added
Norges Bank565,504$5.49M0.00%−502,714−47.1%Reduced
Bank of America Corp532,029$5.16M0.00%−1,111,728−67.6%Reduced
Capital Fund Management S.A.521,673$5.06M0.06%+521,673New
Iridian Asset Management LLC521,158$5.06M1.08%+397,057+319.9%Added
Panview Asian Equity Master Fund485,000$4.70M1.09%−200,000−29.2%Reduced
Simplex Trading, LLC482,813$4.68M0.16%+204,848+73.7%Added
Dimensional Fund Advisors LP474,315$4.60M0.00%−163,266−25.6%Reduced
Seven Eight Capital, LP469,855$4.56M0.41%+240,357+104.7%Added
Erste Asset Management GmbH447,199$4.54M0.05%−39,960−8.2%Reduced
Nan Shan Life Insurance Co., Ltd.467,602$4.54M0.11%−71,870−13.3%Reduced
Bank of Montreal443,309$4.51M0.00%−69,452−13.5%Reduced
First Trust Advisors LP455,797$4.42M0.00%+1,552+0.3%Added
Rheos Capital Works Inc.427,500$4.15M0.22%+250,000+140.8%Added
HRT Financial LP392,740$3.81M0.02%+233,539+146.7%Added
Teachers Retirement System of the State of Kentucky369,402$3.58M0.03%00.0%Unchanged
Ameriprise Financial Inc353,946$3.40M0.00%+198,823+128.2%Added
Legal & General Group Plc350,500$3.40M0.00%+160,517+84.5%Added
Yong Rong (HK) Asset Management Ltd308,000$2.99M0.87%+308,000New
Soviero Asset Management, LP300,000$2.91M2.93%+140,000+87.5%Added
Verition Fund Management LLC299,417$2.90M0.02%+299,417New
Rhumbline Advisers294,066$2.85M0.00%−41,874−12.5%Reduced
Aquatic Capital Management LLC271,826$2.64M0.07%+227,526+513.6%Added
Alps Advisors Inc268,589$2.61M0.02%−20,034−6.9%Reduced
Barclays PLC267,050$2.59M0.00%−299,527−52.9%Reduced
Public Sector Pension Investment Board267,000$2.59M0.01%+267,000New
Goldman Sachs Group Inc261,339$2.53M0.00%+105,955+68.2%Added
Hardman Johnston Global Advisors LLC254,271$2.47M0.10%−12,390−4.6%Reduced
Capital International Inc249,829$2.42M0.03%00.0%Unchanged
IMC-Chicago, LLC249,786$2.42M0.07%+15,611+6.7%Added
Swiss National Bank247,100$2.40M0.00%00.0%Unchanged
LPL Financial LLC233,614$2.27M0.00%+156,221+201.9%Added
Citigroup Inc218,867$2.12M0.00%−602,530−73.4%Reduced
Slow Capital, Inc.210,496$2.04M0.31%+73,107+53.2%Added
New York State Common Retirement Fund208,595$2.02M0.00%+15,534+8.0%Added
Wolverine Trading, LLC197,975$2.02M0.05%+166,442+527.8%Added
Caption Management, LLC203,600$1.97M0.21%+159,628+363.0%Added
WS Management LLLP200,000$1.94M0.17%−350,000−63.6%Reduced
Shah Capital Management200,000$1.94M0.38%+200,000New
Aequim Alternative Investments LP196,836$1.91M0.07%+33,036+20.2%Added
Quadrature Capital Ltd184,674$1.79M0.04%+138,715+301.8%Added
Firsthand Capital Management, Inc.180,000$1.75M3.45%−7,000−3.7%Reduced
State of Wisconsin Investment Board175,202$1.70M0.00%+115,677+194.3%Added
Quantitative Investment Management, LLC160,948$1.56M0.15%+160,948New
Healthcare of Ontario Pension Plan Trust Fund146,014$1.42M0.00%+12,839+9.6%Added
New York State Teachers Retirement System145,284$1.41M0.00%+1,885+1.3%Added
Algert Global LLC145,216$1.41M0.04%+92,140+173.6%Added
Janus Henderson Group PLC135,376$1.31M0.00%−584,956−81.2%Reduced
State Board of Administration of Florida Retirement System129,643$1.26M0.00%00.0%Unchanged
Prudential Financial Inc127,599$1.24M0.00%+117,091+1,114.3%Added
Semanteon Capital Management, LP122,444$1.19M0.81%+70,699+136.6%Added
California State Teachers Retirement System118,960$1.15M0.00%−3,786−3.1%Reduced
Axq Capital, LP111,909$1.09M0.33%+59,351+112.9%Added
Two Sigma Securities, LLC110,665$1.07M0.08%+100,748+1,015.9%Added
Hussman Strategic Advisors, Inc.105,000$1.02M0.25%+105,000New
Parallax Volatility Advisers, L.P.100,183$971.8K0.03%−24,090−19.4%Reduced
Group One Trading, L.P.99,707$967.2K0.04%+99,707New
Thrivent Financial for Lutherans98,832$959.0K0.00%+68,423+225.0%Added
Natixis97,503$945.8K0.01%+97,503New
SEI Investments Co96,121$932.4K0.00%+24,904+35.0%Added
HSBC Holdings PLC91,509$891.0K0.00%+65,981+258.5%Added
D.A. Davidson & Co.90,786$880.6K0.01%+31,937+54.3%Added