Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WOLF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Renesas Electronics America Inc. | 16.9M | $275.0M | 0.0% | 37.376% | 100.00% |
| 2 | MORGAN STANLEY | 4.3M | $69.8M | +74.0% | 9.479% | 0.00% |
| 3 | Slate Path Capital LP | 4.4M | $68.5M | β | 9.843% | 1.02% |
| 4 | CITIGROUP INC | 3.3M | $53.4M | +44.8% | 7.254% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $29.3M | β | 3.988% | 0.00% |
| 6 | FMR LLC | 1.6M | $26.1M | -9.7% | 3.543% | 0.00% |
| 7 | VOYA INVESTMENT MANAGEMENT LLC | 1.4M | $22.9M | 0.0% | 3.106% | 0.02% |
| 8 | GOLDMAN SACHS GROUP INC | 1.4M | $22.4M | +214.8% | 3.043% | 0.00% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.3M | $22.0M | -74.5% | 2.994% | 0.00% |
| 10 | Capital Research Global Investors | 1.3M | $21.9M | -41.7% | 2.973% | 0.00% |
| 11 | CITADEL ADVISORS LLC | 1.3M | $20.7M | +125.5% | 2.814% | 0.01% |
| 12 | Woodson Capital Management, LP | 940K | $15.3M | β | 2.085% | 2.45% |
| 13 | STATE STREET CORP | 897K | $14.6M | +1418.5% | 1.990% | 0.00% |
| 14 | Hill City Capital, LP | 885K | $14.4M | β | 1.963% | 0.52% |
| 15 | MILLENNIUM MANAGEMENT LLC | 874K | $14.3M | +1496.8% | 1.938% | 0.01% |
| 16 | UBS Group AG | 839K | $13.7M | -33.9% | 1.861% | 0.00% |
| 17 | Calamos Advisors LLC | 715K | $11.7M | 0.0% | 1.586% | 0.04% |
| 18 | BANK OF AMERICA CORP /DE/ | 637K | $10.4M | +85.4% | 1.413% | 0.00% |
| 19 | SHAH CAPITAL MANAGEMENT | 509K | $8.3M | +1419.5% | 1.129% | 1.59% |
| 20 | BlackRock, Inc. | 461K | $7.5M | +134.9% | 1.023% | 0.00% |
| 21 | BARCLAYS PLC | 455K | $7.4M | -24.0% | 1.009% | 0.00% |
| 22 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 425K | $6.9M | β | 0.942% | 0.36% |
| 23 | Caption Management, LLC | 395K | $6.4M | β | 0.875% | 0.06% |
| 24 | Artemis Investment Management LLP | 394K | $6.4M | β | 0.874% | 0.07% |
| 25 | KETTLE HILL CAPITAL MANAGEMENT, LLC | 366K | $6.0M | β | 0.811% | 1.50% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in WOLF β a direct measure of their conviction.
Filings activity in WOLF during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new WOLF position in Q1 2026
Institutions that fully closed their WOLF position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 152 | +3.4% | 44.39% | 5.29 pp | $864M | 11% |
| Q4 2025 | 147 | +16% | 49.68% | 36.28 pp | $966M | 42% |
| Q3 2025 | 127 | 43% | 85.96% | +84.20 pp | $1.67B | +4794% |
| Q2 2025 | 221 | 25% | 1.76% | 23.67 pp | $34M | 93% |
| Q1 2025 | 296 | +1.0% | 25.43% | 15.63 pp | $495M | 38% |
| Q4 2024 | 293 | 4.6% | 41.06% | 53.61 pp | $799M | 57% |
| Q3 2024 | 307 | 7.5% | 94.67% | 77.25 pp | $1.84B | 45% |
| Q2 2024 | 332 | β | 171.92% | β | $3.34B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WOLF stock.
Based on Q1 2026 13F filings, institutional ownership of Wolfspeed, Inc. stands at 44.4%, held across 152 reporting institutions.
Renesas Electronics America Inc. is the largest reported institutional holder of WOLF, with approximately 16,852,372 shares worth $0.28B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of WOLF, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for WOLF is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
45 institutions opened new positions in WOLF during Q1 2026, while 40 fully exited. 55 added to existing positions and 50 trimmed.
WOLF institutional ownership fell by 5.29 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 70.8% of all reported 13F value in WOLF, and the top 25 account for 89.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Wolfspeed, Inc. (WOLF) Institutional Ownership