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ON Semiconductor Corp (ON)

Semiconductors · US stock

What changed in recent filings

  • Institutions — 6 new · 1 added · 1 reduced13F · as of end of 2026 Q2
  • Debt-to-equity 0.4x → 0.6xApr 3, 2026 → Jul 3, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding ON Semiconductor Corp

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2019 Q1 · 32019 Q2 · 22019 Q3 · 12019 Q4 · 22020 Q1 · 12020 Q2 · 22020 Q3 · 22020 Q4 · 42021 Q1 · 32021 Q2 · 52021 Q3 · 32021 Q4 · 52022 Q1 · 52022 Q2 · 52022 Q3 · 52022 Q4 · 42023 Q1 · 42023 Q2 · 32023 Q3 · 42023 Q4 · 22024 Q1 · 22024 Q2 · 32024 Q3 · 22024 Q4 · 22025 Q1 · 12025 Q2 · 32025 Q3 · 12025 Q4 · 32026 Q1 · 22026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold ON Semiconductor Corp

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.29% of portfolio · since 2025 Q1
  • Bridgewater Associates0.02% of portfolio · since 2025 Q4
  • Tudor Investment CorpNew this quarter0.05% of portfolio · since 2026 Q2
  • Point72 Asset ManagementNew this quarter0.17% of portfolio · since 2026 Q2
  • Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
  • Soros Fund ManagementNew this quarter0.26% of portfolio · since 2026 Q2
  • Caisse de depot (Quebec)0.09% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.05% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A specialist in automotive and industrial power chips, with a business structure tied to EV adoption.

What is the Semiconductors sector?

Fabless, foundry, and equipment. A core beneficiary of AI demand.

ON Semiconductor Corp is classified under the Semiconductors sector. See peers below.

ON Semiconductor Corp key financials

Based on SEC filings · as of Jul 3, 2026

Tap a metric name to see its meaning in the glossary.

ON Semiconductor Corp vs Semiconductors sector benchmark

Median of 32 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
-3.1%vs benchmark 14.2%↓ below
Operating margin
16.1%vs benchmark 16.8%↓ below
Net margin
10.2%vs benchmark 18.9%↓ below
ROE
1.6%vs benchmark 16.7%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding ON Semiconductor Corp

Per SEC N-PORT · 2026-06-30 · by weight · factual

SOXXiShares Semiconductor ETF
1.65%
SMHVanEck Semiconductor ETF
0.58%
RSPInvesco S&P 500 Equal Weight ETF
0.33%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
0.21%
VTVVANGUARD VALUE INDEX FUND
0.14%
SPY
0.06%
VOOVANGUARD 500 INDEX FUND
0.06%
IVViShares Core S&P 500 ETF
0.06%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.05%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.05%

ON on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Semiconductors average
See full ON analysis →

Peers · Semiconductors

ON FAQ

What is ON Semiconductor Corp (ON)?

A specialist in automotive and industrial power chips, with a business structure tied to EV adoption.

What sector is ON Semiconductor Corp in?

ON Semiconductor Corp is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.

What are ON Semiconductor Corp's key financials?

As of Jul 3, 2026 in SEC filings: Revenue growth (YoY) -3.1%, Operating margin 16.1%, Net margin 10.2%, ROE 1.6%, Debt-to-equity 0.62x. Definitions and interpretation are available on Stocklore.

Where can I analyze ON Semiconductor Corp (ON) stock?

On Stocklore you can see ON's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea