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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $174.39 M.
Top institutional holders include Joel Greenblatt and Jeremy Grantham.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $13.17 M net outflow during the quarter.
Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 65.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for ON Semiconductor Corporation (ON)
Major holders include Joel Greenblatt ($41.28 M), Jeremy Grantham ($30.52 M), Renaissance Technologies (RenTech) ($29.83 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.82 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $13.17 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited ON. The total reported sell value was $60.46 M.
Yes, 2 managers opened new positions in ON, and 2 increased their existing holdings. The total reported buy value was $47.29 M.
