Jeremy Grantham's ON Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 563,548 shares of ON Semiconductor Corporation (ON) worth $30.52 M, representing 0.08% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ON, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 421,803 shares. Largest reduction occurred in Q2 2025, reducing 194,255 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's ON Semiconductor Corporation (ON) Holding Value Over Time
Track share changes against reported price movement
Quarterly ON Semiconductor Corporation (ON) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,387 | Reduce 0.25% | 563,548 | $54.15 |
| Q3 2025 | -39,624 | Reduce 6.55% | 564,935 | $49.31 |
| Q2 2025 | -194,255 | Reduce 24.32% | 604,559 | $52.41 |
| Q1 2025 | +89,162 | Add 12.56% | 798,814 | $40.69 |
| Q4 2024 | -34,728 | Reduce 4.67% | 709,652 | $63.05 |
| Q3 2024 | +284,339 | Add 61.81% | 744,380 | $72.61 |
| Q2 2024 | -111,155 | Reduce 19.46% | 460,041 | $68.55 |
| Q1 2024 | -61,912 | Reduce 9.78% | 571,196 | $73.55 |
| Q4 2023 | +421,803 | Add 199.62% | 633,108 | $83.53 |
| Q3 2023 | -64,525 | Reduce 23.39% | 211,305 | $92.95 |
| Q2 2023 | +104,106 | Add 60.62% | 275,830 | $94.58 |
| Q1 2023 | -137,500 | Reduce 44.47% | 171,724 | $82.32 |
| Q4 2022 | -52,400 | Reduce 14.49% | 309,224 | $62.37 |
| Q3 2022 | +77,308 | Add 27.19% | 361,624 | $62.33 |
| Q2 2022 | +189,919 | Add 201.19% | 284,316 | $50.31 |
| Q1 2022 | +85,697 | Add 985.02% | 94,397 | $62.61 |
| Q4 2021 | -97,145 | Reduce 91.78% | 8,700 | $67.93 |
| Q3 2021 | -41,900 | Reduce 28.36% | 105,845 | $45.77 |
| Q2 2021 | -12,125 | Reduce 7.58% | 147,745 | $38.28 |
| Q1 2021 | +17,625 | Add 12.39% | 159,870 | $41.61 |
| Q4 2020 | -65,055 | Reduce 31.38% | 142,245 | $32.73 |
| Q3 2020 | +23,900 | Add 13.03% | 207,300 | $21.69 |
| Q2 2020 | +72,000 | Add 64.63% | 183,400 | $19.82 |
| Q1 2020 | -78,647 | Reduce 41.38% | 111,400 | $12.44 |
| Q4 2019 | -9,400 | Reduce 4.71% | 190,047 | $24.38 |
| Q3 2019 | +199,447 | New Buy | 199,447 | $19.21 |
| Q2 2019 | -24,400 | Sold Out | 0 | $0.00 |
| Q1 2019 | -93,081 | Reduce 79.23% | 24,400 | $20.57 |
| Q4 2018 | -53,700 | Reduce 31.37% | 117,481 | $16.51 |
| Q3 2018 | -33,900 | Reduce 16.53% | 171,181 | $18.43 |
| Q2 2018 | -8,719 | Reduce 4.08% | 205,081 | $22.24 |
| Q1 2018 | +20,900 | Add 10.83% | 213,800 | $24.46 |
| Q4 2017 | +192,900 | New Buy | 192,900 | $20.94 |
Jeremy Grantham's ON Semiconductor Corporation Investment FAQs
Jeremy Grantham first purchased ON Semiconductor Corporation (ON) in Q4 2017, acquiring 192,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held ON Semiconductor Corporation (ON) for 33 quarters since Q4 2017.
Jeremy Grantham's largest addition to ON Semiconductor Corporation (ON) was in Q4 2023, adding 633,108 shares worth $52.88 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 563,548 shares of ON Semiconductor Corporation (ON), valued at approximately $30.52 M.
As of the Q4 2025 filing, ON Semiconductor Corporation (ON) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in ON Semiconductor Corporation (ON) was 798,814 shares, as reported at the end of Q1 2025.