Guru Ownership Trend
Guru Analysis for ON Semiconductor Corporation (ON)
ON Semiconductor Corporation (ON), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $174.9 M.
Top institutional holders include Joel Greenblatt and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $73.27 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 83.7%. Conversely, Jefferies Group reduced exposure by 83.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for ON Semiconductor Corporation (ON)
Major holders include Joel Greenblatt ($51.71 M), Cliff Asness ($24.14 M), Jeremy Grantham ($9.42 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.51 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $73.27 M, with 2 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited ON. The total reported sell value was $88.77 M.
Yes, 0 managers opened new positions in ON, and 2 increased their existing holdings. The total reported buy value was $15.5 M.