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ON Semiconductor Corporation

ON Technology
$116.2 +$6.59 (6.01%)
Market Cap: $45.54 B
Gurus Holding
6
Popularity Rank
#1490
% of Shares Held
0.38%
Net Activity (Q1 2026)
-$73.27 M

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

$51.71 M
$24.14 M
$9.42 M
$5.32 M
$1.24 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$15.5 M
Total Buy Value
New Buys 0
Additions 2
-$88.77 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
2

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Add 9.5% 835,102 $51.71 M Q1 2026
0.01% Add 83.7% 408,486 $24.14 M Q1 2026
0.02% Reduce -73.0% 152,175 $9.42 M Q1 2026
1.16% Reduce -16.5% 86,000 $5.32 M Q1 2026
0.01% Reduce -65.5% 20,018 $1.24 M Q1 2026
0.00% Reduce -83.0% 3,378 $209,166 Q1 2026
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