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On Holding AG

ONON Consumer Discretionary
$32.22 +$0.63 (1.99%)
Market Cap: $10.77 B
Gurus Holding
8
Popularity Rank
#830
% of Shares Held
6.80%
Net Activity (Q2 2026)
+$506.82 M

Guru Ownership Trend

Guru Analysis for On Holding AG (ONON)

On Holding AG (ONON), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $731.72 M.

Top institutional holders include Steve Mandel and Frank Sands.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $506.82 M net inflow during the quarter.

Recent activity highlights Steve Mandel who opened a new position. Conversely, Ray Dalio reduced exposure by 66.2%.

Key Holders

Top 5 by Value

$470.38 M
$265.12 M
$26.74 M
$17.71 M
$13.52 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$538.2 M
Total Buy Value
New Buys 3
Additions 1
-$31.38 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for On Holding AG (ONON)

Major holders include Steve Mandel ($470.38 M), Frank Sands ($265.12 M), Joel Greenblatt ($26.74 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 22.71 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $506.82 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ONON. The total reported sell value was $31.38 M.

Yes, 3 managers opened new positions in ONON, and 1 increased their existing holdings. The total reported buy value was $538.2 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.88% New Buy 13,280,030 $470.38 M Q2 2026
0.98% Add 18.3% 7,485,043 $265.12 M Q2 2026
0.06% New Buy 754,800 $26.74 M Q2 2026
0.05% 500,000 $17.71 M Q2 2026
0.02% Reduce -19.7% 381,770 $13.52 M Q2 2026
0.03% Reduce -66.2% 206,432 $7.31 M Q2 2026
0.00% Reduce -28.0% 101,583 $3.6 M Q2 2026
0.00% New Buy 380 $13,460 Q2 2026
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Value
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SEC Form