Who owns ON Semiconductor (ON)
Which tracked institutional funds hold ON, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ON company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ON is one-sided between 2026-Q1 and 2026-Q2: 457 added or opened and 129 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ON’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ON divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 943 tracked filers holding ON, 522 increased or opened the position and 432 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ON between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 101
- Jupiter Topco LLC$1.3B
- Jericho Capital Asset Management L.P.$461M
- Holocene Advisors, LP$96M
- BOUSSARD & GAVAUDAN GESTION SAS$47M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$43M
- GILDER GAGNON HOWE & CO LLC$37M
Full exits 68
- JANUS HENDERSON GROUP PLC$848M
- Amundi$300M
- Sachem Head Capital Management LP$120M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$68M
- SG Americas Securities, LLC$55M
- Penserra Capital Management LLC$47M
Largest adds
- BlackRock, Inc.$1.8B
- FMR LLC$1.8B
- VANGUARD CAPITAL MANAGEMENT LLC$835M
- STATE STREET CORP$621M
- VANGUARD PORTFOLIO MANAGEMENT LLC$614M
- NORGES BANK$581M
Largest trims
- Slate Path Capital LP$363M
- Allspring Global Investments Holdings, LLC$89M
- VICTORY CAPITAL MANAGEMENT INC$87M
- ALLIANCEBERNSTEIN L.P.$74M
- FRANKLIN RESOURCES INC$74M
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT$72M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 56,679,393 | $5.4B | 15.7% | 2026-Q2 |
| BlackRock, Inc. added | 40,980,739 | $3.9B | 11.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 25,616,396 | $2.4B | 7.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 19,639,331 | $1.9B | 5.5% | 2026-Q2 |
| STATE STREET CORP added | 18,557,255 | $1.8B | 5.2% | 2026-Q2 |
| Jupiter Topco LLC new | 13,427,527 | $1.3B | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,836,563 | $1.0B | 3.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 10,129,250 | $897M | 2.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 7,877,881 | $745M | 2.2% | 2026-Q2 |
| NORGES BANK added | 7,857,251 | $743M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 6,275,395 | $593M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,917,224 | $559M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 5,632,321 | $532M | 1.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 5,143,343 | $486M | 1.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 4,888,346 | $462M | 1.4% | 2026-Q2 |
| Jericho Capital Asset Management L.P. new | 4,881,237 | $461M | 1.4% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 4,236,710 | $400M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 4,068,560 | $385M | 1.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 3,817,047 | $361M | 1.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 3,704,862 | $350M | 1.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,677,098 | $348M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,575,995 | $338M | 1.0% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 3,423,880 | $324M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,307,865 | $313M | 0.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 3,066,224 | $290M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 3,029,757 | $286M | 0.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,973,956 | $281M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 2,893,079 | $274M | 0.8% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 2,807,808 | $265M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,724,303 | $258M | 0.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 2,483,826 | $235M | 0.7% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 2,312,969 | $219M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 2,272,573 | $215M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,227,569 | $211M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 2,203,548 | $208M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,936,182 | $183M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,913,016 | $181M | 0.5% | 2026-Q2 |
| M&G PLC trimmed | 1,910,491 | $181M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,751,563 | $166M | 0.5% | 2026-Q2 |
| Robeco Schweiz AG trimmed | 1,722,056 | $163M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,719,266 | $163M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,669,293 | $158M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 1,606,182 | $152M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,603,737 | $152M | 0.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,517,790 | $143M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,489,132 | $141M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,393,100 | $132M | 0.4% | 2026-Q2 |
| California Public Employees Retirement System added | 1,342,177 | $127M | 0.4% | 2026-Q2 |
| Slate Path Capital LP trimmed | 1,269,323 | $120M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,182,718 | $112M | 0.3% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,171,717 | $111M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,165,139 | $110M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 1,109,400 | $105M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,077,764 | $102M | 0.3% | 2026-Q2 |
| Holocene Advisors, LP new | 1,010,241 | $96M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 972,668 | $92M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 946,369 | $89M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 854,094 | $81M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 847,404 | $80M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 846,516 | $80M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 830,708 | $79M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 825,881 | $78M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 806,466 | $76M | 0.2% | 2026-Q2 |
| Candriam S.C.A. trimmed | 785,089 | $74M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 782,922 | $74M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 758,195 | $72M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 748,458 | $71M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 748,363 | $71M | 0.2% | 2026-Q2 |
| Orbis Allan Gray Ltd trimmed | 741,034 | $70M | 0.2% | 2026-Q2 |
| BERKLEY W R CORP | 731,118 | $69M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 713,044 | $67M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 707,319 | $67M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 695,780 | $43M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 695,708 | $66M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 690,086 | $65M | 0.2% | 2026-Q2 |
| Man Group plc added | 686,952 | $65M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 676,110 | $64M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 628,546 | $59M | 0.2% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 622,620 | $59M | 0.2% | 2026-Q2 |
| Defiance ETFs, LLC trimmed | 605,309 | $57M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 584,215 | $55M | 0.2% | 2026-Q2 |
| FIL Ltd added | 573,186 | $54M | 0.2% | 2026-Q2 |
| GENDELL JEFFREY L added | 570,000 | $54M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 557,952 | $53M | 0.2% | 2026-Q2 |
| DNB Asset Management AS trimmed | 552,505 | $52M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 505,046 | $48M | 0.1% | 2026-Q2 |
| Junto Capital Management LP trimmed | 483,261 | $46M | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 461,419 | $44M | 0.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 455,874 | $43M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 445,766 | $42M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 429,921 | $41M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 427,565 | $39M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 423,296 | $40M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 403,380 | $38M | 0.1% | 2026-Q2 |
| GILDER GAGNON HOWE & CO LLC added | 387,473 | $37M | 0.1% | 2026-Q2 |
| Erste Asset Management GmbH trimmed | 377,260 | $33M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 373,616 | $35M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 359,743 | $34M | 0.1% | 2026-Q2 |
| CAMBIAR INVESTORS LLC trimmed | 358,924 | $34M | 0.1% | 2026-Q2 |
| BOUSSARD & GAVAUDAN GESTION SAS new | 25,835 | $47M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.