ONTONYSEMeasuring & Controlling Devices, NECFiscal year ends December 26
ONTO INNOVATION INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$226.28+5.58 (+2.53%)
Close on Oct 19, 2026
- Market cap
- $11.24B
- P/E (TTM)
- 85.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.6%
49M of 49M shares
Institutional holders
688
170 new, 53 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $302.30K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,039,082 | 10.30% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 2,751,547 | 5.53% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 2,602,830 | 5.23% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ONTO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,505,181 | 11.22% | $2.08B | −29,084 | 0.03% |
| Vanguard Portfolio Management LLC | 2,727,910 | 5.56% | $1.03B | −15,109 | 0.05% |
| Vanguard Capital Management LLC | 2,247,737 | 4.58% | $850.66M | +24,885 | 0.02% |
| State Street Corp | 1,554,825 | 3.17% | $588.13M | +55,141 | 0.02% |
| Geode Capital Management, LLC | 1,433,715 | 2.92% | $542.68M | +222,701 | 0.03% |
| Invesco Ltd. | 1,351,886 | 2.75% | $511.62M | +719,083 | 0.04% |
| Paradigm Capital Management Inc/Ny | 1,101,438 | 2.24% | $416.84M | −1,000 | 11.34% |
| Point72 Asset Management, L.P. | 972,161 | 1.98% | $367.91M | −231,497 | 0.41% |
| FMR LLC | 883,298 | 1.80% | $334.28M | +54,321 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 853,306 | 1.74% | $322.93K | +247,523 | 0.03% |
| Voya Investment Management LLC | 753,768 | 1.54% | $284.76M | −163,387 | 0.25% |
| Pictet Asset Management Holding SA | 716,216 | 1.46% | $270.57M | +699,880 | 0.26% |
| William Blair Investment Management, LLC | 665,377 | 1.36% | $251.81M | −298,836 | 0.76% |
| Norges Bank | 649,734 | 1.32% | $245.89M | New | 0.02% |
| Two Sigma Investments, LP | 632,976 | 1.29% | $239.55M | +320,314 | 0.17% |
| Jennison Associates LLC | 594,166 | 1.21% | $224.86M | +29,861 | 0.13% |
| Dimensional Fund Advisors LP | 589,357 | 1.20% | $222.96M | −88,145 | 0.04% |
| Thrivent Financial for Lutherans | 586,721 | 1.20% | $222.05K | −152,571 | 0.37% |
| Franklin Resources Inc | 540,583 | 1.10% | $204.58M | −38,620 | 0.04% |
| Wellington Management Group Llp | 539,314 | 1.10% | $204.10M | −4,578 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 688 | 49M | 99.6% | 170 / 204 | 235 / 53 | 9M | 8M |
| Q1 2026 | 579 | 48M | 98.0% | 138 / 200 | 178 / 44 | 13M | 7M |
| Q4 2025 | 492 | 48M | 97.7% | 102 / 158 | 169 / 77 | 9M | 8M |
| Q3 2025 | 477 | 48M | 97.3% | 108 / 161 | 142 / 74 | 12M | 14M |
| Q2 2025 | 448 | 49M | 100.0% | 86 / 151 | 158 / 105 | 15M | 12M |
| Q1 2025 | 474 | 47M | 95.8% | 72 / 182 | 162 / 112 | 7M | 6M |
| Q4 2024 | 520 | 47M | 95.9% | 91 / 175 | 193 / 84 | 6M | 8M |
| Q3 2024 | 521 | 49M | 100.0% | 90 / 199 | 182 / 73 | 12M | 8M |
| Q2 2024 | 507 | 50M | 100.0% | 111 / 158 | 182 / 31 | 7M | 8M |
| Q1 2024 | 433 | 51M | 100.0% | 77 / 128 | 183 / 32 | 5M | 4M |
| Q4 2023 | 389 | 50M | 100.0% | 75 / 126 | 146 / 38 | 6M | 5M |
| Q3 2023 | 358 | 49M | 99.3% | 69 / 108 | 138 / 36 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ONTO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,702,379 | 3.47% | $644.27M | 0.52% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,580,264 | 3.22% | $598.05M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,140,626 | 2.32% | $431.67M | 0.23% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 657,833 | 1.34% | $248.96M | 0.53% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 629,283 | 1.28% | $162.51M | 0.09% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 570,313 | 1.16% | $215.83M | 0.22% | Jun 30, 2026 |
| Invesco Discovery Fund | 436,589 | 0.89% | $112.74M | 1.44% | May 31, 2026 |
| Vanguard Explorer Fund | 380,247 | 0.77% | $98.32M | 0.44% | Jul 31, 2026 |
| VIP Mid Cap Portfolio | 283,000 | 0.58% | $107.10M | 1.12% | Jun 30, 2026 |
| Invesco Semiconductors ETF | 277,441 | 0.57% | $71.74M | 3.02% | Jul 31, 2026 |
| PGIM Jennison Small Company Fund | 262,098 | 0.53% | $99.19M | 2.85% | Jun 30, 2026 |
| BlackRock Mid-Cap Growth Equity Portfolio | 260,956 | 0.53% | $67.39M | 1.20% | May 29, 2026 |
| Thrivent Mid Cap Stock Fund | 257,951 | 0.53% | $66.70M | 2.14% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 256,389 | 0.52% | $66.21M | 0.15% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 251,781 | 0.51% | $95.29M | 0.52% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael P. Plisinski | Chief Executive Officer, Director | 179,242 | 0.37% | Mar 4, 2026 |
| Shirley Chen | Senior Vice President of Custo | 14,001 | 0.03% | Sep 4, 2026 |
| Brian K. Roberts | Chief Financial Officer | 21,032 | 0.04% | Sep 4, 2026 |
| Ramil Yaldaei | Chief Operating Officer | 18,218 | 0.04% | May 18, 2026 |
| Yoon Ah OH | SVP, Gen Counsel & Corp Sec | 21,110 | 0.04% | May 18, 2026 |
| Ido Dolev | EVP, Prod Solutions Grp | 26,536 | 0.05% | Mar 4, 2026 |
| Mark Slicer | Chief Financial Officer | 13,640 | 0.03% | Jun 13, 2025 |
| Srinivas Vedula | SVP Customer Success | 18,730 | 0.04% | Apr 9, 2025 |
| D. Mayson Brooks | Vice President & GM, IBU | 3,025 | 0.01% | Dec 4, 2024 |
| Robert Fiordalice | Sr. Vice President & GM, MBU | 8,763 | 0.02% | Dec 4, 2024 |
| Susan D. Lynch | Director | 2,684 | 0.01% | Aug 25, 2026 |
| David Brian Miller | Director | 12,692 | 0.03% | May 22, 2026 |
| Christopher A. Seams | Director | 38,513 | 0.08% | May 22, 2026 |
| May Su | Director | 7,984 | 0.02% | May 22, 2026 |
| Stephen S. Schwartz | Director | 3,536 | 0.01% | May 22, 2026 |
| Stephen Douglas Kelley | Director | 6,384 | 0.01% | May 22, 2026 |
| Christine A. Tsingos | Director | 42,918 | 0.09% | May 23, 2025 |
| Leo Berlinghieri | Director | 20,210 | 0.04% | May 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian K. Roberts Chief Financial Officer | Sep 2, 2026 | Tax withholding | −3,239 | $254.55 | $824.49K | 21,032 |
| Brian K. Roberts Chief Financial Officer | Sep 2, 2026 | Tax withholding | −3,239 | $254.55 | $824.49K | 21,032 |
| Shirley Chen Senior Vice President of Custo | Sep 2, 2026 | Tax withholding | −1,516 | $254.55 | $385.90K | 14,001 |
| Susan D. Lynch Director | Aug 21, 2026 | Sale(10b5-1 plan) | −1,000 | $302.30 | $302.30K | 2,684 |
| Christopher A. Seams Director | May 20, 2026 | Award | +761 | – | – | 38,513 |
| Susan D. Lynch Director | May 20, 2026 | Award | +761 | – | – | 3,684 |
| Stephen Douglas Kelley Director | May 20, 2026 | Award | +761 | – | – | 6,384 |
| David Brian Miller Director | May 20, 2026 | Award | +761 | – | – | 12,692 |
| May Su Director | May 20, 2026 | Award | +761 | – | – | 7,984 |
| Stephen S. Schwartz Director | May 20, 2026 | Award | +761 | – | – | 3,536 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | May 15, 2026 | Tax withholding | −530 | $271.77 | $144.04K | 21,110 |
| Ramil Yaldaei Chief Operating Officer | May 15, 2026 | Tax withholding | −218 | $271.77 | $59.25K | 18,218 |
| Ramil Yaldaei Chief Operating Officer | May 15, 2026 | Tax withholding | −625 | $271.77 | $169.86K | 17,593 |
| Ramil Yaldaei Chief Operating Officer | Mar 3, 2026 | Tax withholding | −615 | $207.50 | $127.61K | 18,436 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | Mar 3, 2026 | Tax withholding | −417 | $207.50 | $86.53K | 21,640 |
| Ido Dolev EVP, Prod Solutions Grp | Mar 3, 2026 | Tax withholding | −819 | $207.50 | $169.94K | 26,536 |
| Michael P. Plisinski Chief Executive Officer, Director | Mar 3, 2026 | Tax withholding | −3,742 | $207.50 | $776.47K | 179,242 |
| Ramil Yaldaei Chief Operating Officer | Mar 2, 2026 | Award | +7,683 | – | – | 19,051 |
| Shirley Chen SVP Customer Success | Mar 2, 2026 | Award | +2,523 | – | – | 15,517 |
| Brian K. Roberts Chief Financial Officer | Mar 2, 2026 | Award | +3,096 | – | – | 24,271 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | Mar 2, 2026 | Award | +2,408 | – | – | 22,057 |
| Ido Dolev EVP, Prod Solutions Grp | Mar 2, 2026 | Award | +3,440 | – | – | 27,355 |
| Michael P. Plisinski Chief Executive Officer, Director | Mar 2, 2026 | Award | +14,479 | – | – | 182,984 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | Mar 1, 2026 | Tax withholding | −267 | $215.89 | $57.64K | 19,649 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | Mar 1, 2026 | Tax withholding | −307 | $215.89 | $66.28K | 19,916 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | Mar 1, 2026 | Option exercise | +724 | – | – | 20,223 |
| Ramil Yaldaei Chief Operating Officer | Mar 1, 2026 | Option exercise | +649 | – | – | 11,991 |
| Ramil Yaldaei Chief Operating Officer | Mar 1, 2026 | Tax withholding | −276 | $215.89 | $59.59K | 11,368 |
| Ramil Yaldaei Chief Operating Officer | Mar 1, 2026 | Tax withholding | −347 | $215.89 | $74.91K | 11,644 |
| Michael P. Plisinski Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −1,925 | $215.89 | $415.59K | 168,505 |
| Michael P. Plisinski Chief Executive Officer, Director | Mar 1, 2026 | Option exercise | +4,597 | – | – | 172,652 |
| Michael P. Plisinski Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −2,222 | $215.89 | $479.71K | 170,430 |
| Michael P. Plisinski Chief Executive Officer, Director | Feb 14, 2026 | Option exercise | +18,445 | – | – | 180,606 |
| Michael P. Plisinski Chief Executive Officer, Director | Feb 14, 2026 | Tax withholding | −3,632 | $217.23 | $788.98K | 168,055 |
| Michael P. Plisinski Chief Executive Officer, Director | Feb 14, 2026 | Tax withholding | −8,919 | $217.23 | $1.94M | 171,687 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | Feb 14, 2026 | Tax withholding | −501 | $217.23 | $108.83K | 19,499 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | Feb 14, 2026 | Option exercise | +3,084 | – | – | 21,094 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | Feb 14, 2026 | Tax withholding | −1,094 | $217.23 | $237.65K | 20,000 |
| Michael P. Plisinski Chief Executive Officer, Director | Dec 24, 2025 | Gift | −25,000 | – | – | 162,161 |
| Ido Dolev EVP, Prod Solutions Grp | Dec 2, 2025 | Tax withholding | −3,183 | $154.01 | $490.21K | 23,915 |
| Ramil Yaldaei Chief Operating Officer | Oct 3, 2025 | Tax withholding | −594 | $143.71 | $85.36K | 11,342 |
| Brian K. Roberts Chief Financial Officer | Sep 2, 2025 | Award | +21,175 | – | – | 21,175 |
| Shirley Chen SVP, Customer Success | Sep 2, 2025 | Award | +12,994 | – | – | 12,994 |
| Ido Dolev EVP, Prod Solutions Grp | Jun 2, 2025 | Award | +5,391 | – | – | 26,953 |
| Ido Dolev EVP, Prod Solutions Grp | Jun 2, 2025 | Award | +21,562 | – | – | 21,562 |
| David Brian Miller Director | May 21, 2025 | Award | +2,114 | – | – | 11,931 |
| May Su Director | May 21, 2025 | Award | +2,114 | – | – | 7,223 |
| Christopher A. Seams Director | May 21, 2025 | Award | +2,114 | – | – | 37,752 |
| Stephen S. Schwartz Director | May 21, 2025 | Award | +2,114 | – | – | 2,775 |
| Susan D. Lynch Director | May 21, 2025 | Award | +2,114 | – | – | 2,923 |
| Stephen Douglas Kelley Director | May 21, 2025 | Award | +2,114 | – | – | 5,623 |
| Mark Slicer Chief Financial Officer | May 17, 2025 | Tax withholding | −2,066 | $99.40 | $205.36K | 13,640 |
| Ramil Yaldaei Chief Operating Officer | May 15, 2025 | Tax withholding | −217 | $98.04 | $21.27K | 12,400 |
| Ramil Yaldaei Chief Operating Officer | May 15, 2025 | Tax withholding | −609 | $98.04 | $59.71K | 11,791 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | May 15, 2025 | Tax withholding | −603 | $98.04 | $59.12K | 18,010 |
| Yoon Ah OH SVP, Gen Counsel & Corp Sec | Mar 3, 2025 | Award | +2,941 | – | – | 18,613 |
| Ramil Yaldaei Chief Operating Officer | Mar 3, 2025 | Award | +3,769 | – | – | 12,617 |
| Srinivas Vedula SVP, Customer Success | Mar 3, 2025 | Award | +2,574 | – | – | 18,730 |
| Michael P. Plisinski CEO, Director | Mar 3, 2025 | Award | +23,212 | – | – | 187,161 |
| Mark Slicer Chief Financial Officer | Mar 3, 2025 | Award | +2,941 | – | – | 15,706 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| B. Miller David Director | Sep 29, 2026 | 2,000 | $600.00K | Sep 29, 2026 | Restricted Stock |
| D. Lynch Susan Director | Aug 21, 2026 | 1,000 | $302.30K | Aug 21, 2026 | Restricted Stock |
| Vedula Srinivas Officer | Feb 13, 2025 | 238 | $40.36K | Feb 13, 2025 | Restricted Stock |
| Michael P. Plisinski Officer | Jan 21, 2025 | 35,000 | $7.67M | Jan 21, 2025 | Compensation |
| Michael P. Plisinski Officer | Jan 16, 2025 | 30,000 | $6.34M | Jan 16, 2025 | RSU |
| Vedula Srinivas Officer | Jan 15, 2025 | 827 | $169.54K | Jan 15, 2025 | Restricted Stock |
| Michael P. Plisinski Officer | Jan 14, 2025 | 20,000 | $4.00M | Jan 14, 2025 | RSU |
| R. Slicer Mark Officer | Nov 15, 2024 | 1,100 | $176.45K | Nov 15, 2024 | Restricted Stock |
| Vedula Srinivas Officer | Sep 3, 2024 | 1,275 | $264.23K | Sep 3, 2024 | Restricted Stock |
| Vedula Srinivas Officer | Jun 10, 2024 | 1,486 | $317.11K | Jun 10, 2024 | Restricted Stock |
| R. Slicer Mark Officer | Jun 7, 2024 | 519 | $112.71K | Jun 7, 2024 | Restricted Stock |
| R. Slicer Mark Officer | Jun 6, 2024 | 519 | $114.81K | Jun 6, 2024 | Restricted Stock |
| Michael P. Plisinski Officer | Mar 20, 2024 | 40,000 | $7.02M | Mar 20, 2024 | RSU |
| Ah Oh Yoon Officer | Mar 18, 2024 | 1,685 | $303.30K | Mar 18, 2024 | Restricted Stock |
| Ah Oh Yoon Officer | Mar 15, 2024 | 2,685 | $467.08K | Mar 15, 2024 | Restricted Stock |