WOLFSPEED, INC. - Common Stock, par value $0.00125 per share (WOLF) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.00125 per share
Symbol
WOLF on NYSE
Shares outstanding
26,056,579
Price per share
$17.33
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
44,299,270
Total reported value
$771,249,188
% of total 13F portfolios
0%
Share change
+10,747,612
Value change
+$126,513,230
Number of holders
142
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WOLFSPEED, INC. - Common Stock, par value $0.00125 per share (WOLF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Renesas Electronics America Inc. 56% $941,538,481 32,892,174 Renesas Electronics America Inc. 30 Sep 2025
PRICE T ROWE ASSOCIATES INC /MD/ 15% 4,228,383 T. Rowe Price Associates, Inc. 30 Sep 2025
CITIGROUP INC 6.4% $56,172,958 2,879,188 Citigroup Global Markets Inc. 31 Dec 2025
Capital Research Global Investors 9.9% -7.3% $53,735,203 -$446,408 2,754,239 -0.82% Capital Research Global Investors 31 Dec 2025
FMR LLC 11% $78,299,037 2,737,652 FMR LLC 30 Sep 2025
MORGAN STANLEY 9.5% $47,914,160 2,455,877 Morgan Stanley 31 Dec 2025
Allianz Global Investors GmbH 6.2% $45,521,593 1,590,274 Allianz Global Investors GmbH 30 Sep 2025
Voya Financial, Inc. 5.4% -56% $25,475,259 -$35,070,848 1,400,509 -58% Voya Financial, Inc. 30 Nov 2025
Point72 Asset Management, L.P. 3.8% -37% $19,317,826 -$10,844,380 990,150 -36% Point72 Asset Management, L.P. 31 Dec 2025

As of 31 Dec 2025, 142 institutional investors reported holding 44,299,270 shares of WOLFSPEED, INC. - Common Stock, par value $0.00125 per share (WOLF). This represents 170% of the company’s total 26,056,579 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WOLFSPEED, INC. - Common Stock, par value $0.00125 per share (WOLF) together control 153% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Renesas Electronics America Inc. 65% 16,852,372 0% 100% $293,399,797
MORGAN STANLEY 9.4% 2,455,876 +2466% 0% $42,756,801
Capital Research Global Investors 8.8% 2,298,639 -17% 0.01% $40,019,305
CITIGROUP INC 8.7% 2,258,790 +6268% 0.03% $39,325,534
FMR LLC 6.8% 1,769,819 -35% 0% $30,812,549
PRICE T ROWE ASSOCIATES INC /MD/ 5.9% 1,536,758 0% $26,755,000
VOYA INVESTMENT MANAGEMENT LLC 5.4% 1,400,509 0.02% $24,382,862
NOMURA HOLDINGS INC 5.2% 1,350,000 0.18% $23,503,500
UBS Group AG 4.9% 1,269,548 +3414% 0% $22,102,830
Point72 Asset Management, L.P. 3.8% 990,150 0.03% $17,238,512
Apollo Management Holdings, L.P. 3.3% 863,333 +105% 0.15% $15,030,628
Calamos Advisors LLC 2.7% 715,138 0.05% $12,450,553
Hudson Bay Capital Management LP 2.7% 700,000 0.07% $12,187,000
Alua Capital Management LP 2.5% 639,491 0.83% $11,133,538
BARCLAYS PLC 2.3% 598,407 -68% 0% $10,418,265
Jefferies Financial Group Inc. 2% 520,288 +1331% 0.07% $9,058,214
Senvest Management, LLC 1.9% 505,234 0.27% $8,796,124
Yaupon Capital Management LP 1.7% 449,973 0.39% $7,834,030
GOLDMAN SACHS GROUP INC 1.7% 435,917 +645% 0% $7,589,315
Jump Financial, LLC 1.6% 407,770 0.09% $7,099,276
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.6% 405,471 +5094% 0.01% $7,059,250
CITADEL ADVISORS LLC 1.5% 402,766 +559% 0% $7,012,156
FRANKLIN RESOURCES INC 1.5% 397,457 0% $6,919,726
Prescott Group Capital Management, L.L.C. 1.4% 368,498 0.6% $6,415,550
Diameter Capital Partners LP 1.3% 347,427 0.63% $6,048,704

Institutional Holders of WOLFSPEED, INC. - Common Stock, par value $0.00125 per share (WOLF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 44,299,270 $771,249,188 +$126,513,230 $17.41 142
2025 Q3 16,793,861 $479,777,581 +$479,564,482 $28.60 127