QNYSESemiconductors & Related DevicesFiscal year ends December 31
Qnity Electronics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$119.05+3.68 (+3.19%)
Close on Oct 19, 2026
- Market cap
- $25.02B
- P/E (TTM)
- 36.1
- Dividend yield
- 0.12%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
77.5%
162M of 209M shares
Institutional holders
1,330
247 new, 78 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
3 buys · 6 sales
Net sold $502.59K
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 |
|---|---|---|---|---|
| Vanguard Capital Management | 15,709,818 | 7.49% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 14,370,667 | 6.90% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of Q | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,055,318 | 7.67% | $2.62B | +159,069 | 0.04% |
| Vanguard Capital Management LLC | 13,674,813 | 6.54% | $2.23B | +47,741 | 0.05% |
| Vanguard Portfolio Management LLC | 10,213,503 | 4.88% | $1.67B | −441,454 | 0.08% |
| State Street Corp | 9,364,085 | 4.48% | $1.53B | +308,027 | 0.05% |
| Geode Capital Management, LLC | 5,594,185 | 2.67% | $909.96M | +109,452 | 0.05% |
| Durable Capital Partners LP | 4,553,414 | 2.18% | $743.62M | −534,694 | 7.23% |
| Allspring Global Investments Holdings, LLC | 4,350,561 | 2.08% | $667.25M | −25,174 | 1.02% |
| Invesco Ltd. | 4,059,842 | 1.94% | $663.01M | +538,843 | 0.05% |
| Morgan Stanley | 3,367,542 | 1.61% | $549.95M | +198,861 | 0.03% |
| Jane Street Group, LLC | 2,508,359 | 1.20% | $409.64M | +766,098 | 0.03% |
| Northern Trust Corp | 2,096,653 | 1.00% | $342.40M | −135,247 | 0.04% |
| Goldman Sachs Group Inc | 2,076,950 | 0.99% | $339.19M | +506,656 | 0.03% |
| Bank Of America Corp /De/ | 1,958,579 | 0.94% | $319.86M | −64,709 | 0.02% |
| PointState Capital LP | 1,797,184 | 0.86% | $293.50M | +59,240 | 3.75% |
| Amundi | 1,748,007 | 0.84% | $285.47M | +757,490 | 0.07% |
| Two Sigma Investments, LP | 1,731,805 | 0.83% | $282.82M | +303,550 | 0.20% |
| Norges Bank | 1,671,610 | 0.80% | $272.99M | New | 0.03% |
| Bank of New York Mellon Corp | 1,654,440 | 0.79% | $270.19M | +319,588 | 0.04% |
| Dimensional Fund Advisors LP | 1,629,333 | 0.78% | $266.02M | −32,303 | 0.05% |
| Price T Rowe Associates Inc /Md/ | 1,607,105 | 0.77% | $262.46K | −205,794 | 0.03% |
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 | 1,330 | 162M | 77.5% | 247 / 413 | 443 / 78 | 21M | 14M |
| Q1 2026 | 1,180 | 155M | 74.1% | 291 / 315 | 375 / 105 | 56M | 27M |
| Q4 2025 | 1,013 | 154M | 73.5% | 1012 / 0 | 0 / 0 | 154M | 0M |
| Q3 2025 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of Q | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,646,668 | 3.18% | $1.09B | 0.05% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,424,695 | 2.59% | $885.91M | 0.05% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,879,952 | 1.38% | $470.32M | 0.05% | Jun 30, 2026 |
| Allspring Special Mid Cap Value Fund | 2,723,528 | 1.30% | $444.78M | 3.30% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,680,502 | 1.28% | $418.16M | 0.05% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,399,702 | 1.15% | $391.90M | 0.21% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 2,267,351 | 1.08% | $370.28M | 0.17% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,017,282 | 0.96% | $314.70M | 0.18% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,520,613 | 0.73% | $248.33M | 0.37% | Jun 30, 2026 |
| State Street(R) Technology Select Sector SPDR(R) ETF | 1,445,174 | 0.69% | $236.01M | 0.19% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,333,408 | 0.64% | $174.92M | 0.18% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 1,135,281 | 0.54% | $185.40M | 0.05% | Jun 30, 2026 |
| Bridge Builder Large Cap Value Fund | 1,027,200 | 0.49% | $167.75M | 0.58% | Jun 30, 2026 |
| Vanguard Value Index Fund | 995,301 | 0.48% | $162.54M | 0.06% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 862,659 | 0.41% | $140.88M | 0.25% | 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 |
|---|---|---|---|---|
| Jon D. Kemp | Chief Executive Officer, Director | 114,967 | 0.05% | May 6, 2026 |
| Cas Katherine Dei | President, Semiconductor | 2,937 | 0.00% | Aug 6, 2026 |
| Kathleen M. Fortebuono | Chief People Officer | 8,460 | 0.00% | Jun 15, 2026 |
| Chuck Xu | President, Interconnect | 21,967 | 0.01% | May 6, 2026 |
| Michael G. Goss | VP & Interim CFO | 19,744 | 0.01% | May 6, 2026 |
| Peter W. Hennessey | General Counsel | 9,621 | 0.00% | May 6, 2026 |
| Sang Ho Kang | President, Semiconductor | 18,147 | 0.01% | Dec 9, 2025 |
| Matthew K. Harbaugh | Chief Financial Officer | 9,292 | 0.00% | Dec 5, 2025 |
| Byron Green | Director | 8,135 | 0.00% | Sep 2, 2026 |
| Terrence R. Curtin | Director | 26,586 | 0.01% | Sep 2, 2026 |
| Bondt Karin De | Director | 6,647 | 0.00% | Aug 12, 2026 |
| Steven Sterin | Director | 12,195 | 0.01% | Jun 8, 2026 |
| Kristina M. Johnson | Director | 7,763 | 0.00% | May 26, 2026 |
| Mark A. Blinn | Director | 5,645 | 0.00% | May 26, 2026 |
| Shumeet Banerji | Director | 5,645 | 0.00% | May 26, 2026 |
| Anne P. Noonan | Director | 8,878 | 0.00% | May 26, 2026 |
| Yi Hyon Paik | Director | 5,645 | 0.00% | May 26, 2026 |
| DuPont de Nemours, Inc. | 10% owner | 0 | – | Nov 4, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Byron Green Director | Aug 31, 2026 | Award | +272.13 | $119.43 | $32.50K | 8,135 |
| Terrence R. Curtin Director | Aug 31, 2026 | Award | +272.13 | $119.43 | $32.50K | 22,336 |
| Bondt Karin De Director | Aug 11, 2026 | Buy | +1,000 | $138.14 | $138.14K | 6,647 |
| Cas Katherine Dei President, Semiconductor | Aug 5, 2026 | Award | +2,937 | – | – | 2,937 |
| Kathleen M. Fortebuono Chief People Officer | Jun 12, 2026 | Tax withholding | −418.02 | $149.76 | $62.60K | 8,460 |
| Steven Sterin Director | Jun 5, 2026 | Sale | −400 | $148.35 | $59.34K | 12,195 |
| Terrence R. Curtin Director | May 29, 2026 | Award | +208.33 | $156.00 | $32.50K | 22,053 |
| Byron Green Director | May 29, 2026 | Award | +208.33 | $156.00 | $32.50K | 7,860 |
| Steven Sterin Director | May 26, 2026 | Sale | −511 | $161.97 | $82.77K | 12,595 |
| Byron Green Director | May 21, 2026 | Award | +1,278 | – | – | 7,651 |
| Steven Sterin Director | May 21, 2026 | Award | +1,278 | – | – | 13,106 |
| Shumeet Banerji Director | May 21, 2026 | Award | +1,278 | – | – | 5,645 |
| Kristina M. Johnson Director | May 21, 2026 | Award | +1,278 | – | – | 7,763 |
| Yi Hyon Paik Director | May 21, 2026 | Award | +1,278 | – | – | 5,645 |
| Anne P. Noonan Director | May 21, 2026 | Award | +1,278 | – | – | 8,878 |
| Bondt Karin De Director | May 21, 2026 | Award | +1,278 | – | – | 5,645 |
| Terrence R. Curtin Director | May 21, 2026 | Award | +1,278 | – | – | 21,845 |
| Mark A. Blinn Director | May 21, 2026 | Award | +1,278 | – | – | 5,645 |
| Chuck Xu President, Interconnect | May 4, 2026 | Tax withholding | −98.05 | $141.76 | $13.90K | 21,967 |
| Peter W. Hennessey General Counsel | May 4, 2026 | Tax withholding | −73.3 | $141.76 | $10.39K | 9,621 |
| Michael G. Goss VP & Interim CFO | May 4, 2026 | Tax withholding | −146.59 | $141.76 | $20.78K | 19,744 |
| Jon D. Kemp Chief Executive Officer, Director | May 4, 2026 | Tax withholding | −842.93 | $141.76 | $119.49K | 114,967 |
| Kathleen M. Fortebuono Chief People Officer | May 4, 2026 | Tax withholding | −101.34 | $141.76 | $14.37K | 8,878 |
| Chuck Xu President, Interconnect | Feb 27, 2026 | Award | +7,324 | – | – | 22,057 |
| Jon D. Kemp Chief Executive Officer, Director | Feb 27, 2026 | Award | +32,957 | – | – | 115,762 |
| Terrence R. Curtin Director | Feb 27, 2026 | Award | +256.39 | $126.76 | $32.50K | 20,545 |
| Byron Green Director | Feb 27, 2026 | Award | +256.39 | $126.76 | $32.50K | 6,370 |
| Michael G. Goss VP & Interim CFO | Feb 27, 2026 | Award | +7,324 | – | – | 19,882 |
| Peter W. Hennessey General Counsel | Feb 27, 2026 | Award | +4,578 | – | – | 9,688 |
| Kathleen M. Fortebuono Chief People Officer | Feb 27, 2026 | Award | +2,564 | – | – | 8,973 |
| Jon D. Kemp Chief Executive Officer, Director | Feb 21, 2026 | Tax withholding | −4,555.23 | $113.72 | $518.02K | 82,805 |
| Chuck Xu President, Interconnect | Feb 21, 2026 | Tax withholding | −343.63 | $113.72 | $39.08K | 14,733 |
| Peter W. Hennessey General Counsel | Feb 21, 2026 | Tax withholding | −309.27 | $113.72 | $35.17K | 5,110 |
| Kathleen M. Fortebuono Chief People Officer | Feb 21, 2026 | Tax withholding | −308.27 | $113.72 | $35.06K | 6,409 |
| Michael G. Goss VP & Interim CFO | Feb 21, 2026 | Tax withholding | −274.9 | $113.72 | $31.26K | 12,558 |
| Kathleen M. Fortebuono Chief People Officer | Feb 15, 2026 | Tax withholding | −107.07 | $110.98 | $11.88K | 6,718 |
| Peter W. Hennessey General Counsel | Feb 15, 2026 | Tax withholding | −117.95 | $110.98 | $13.09K | 5,419 |
| Michael G. Goss VP & Interim CFO | Feb 15, 2026 | Tax withholding | −156.91 | $110.98 | $17.41K | 12,833 |
| Chuck Xu President, Interconnect | Feb 15, 2026 | Tax withholding | −136.17 | $110.98 | $15.11K | 15,076 |
| Jon D. Kemp Chief Executive Officer, Director | Feb 15, 2026 | Tax withholding | −546.86 | $110.98 | $60.69K | 87,361 |
| Byron Green Director | Jan 30, 2026 | Award | +112.64 | $96.18 | $10.83K | 6,114 |
| Terrence R. Curtin Director | Jan 30, 2026 | Award | +112.64 | $96.18 | $10.83K | 20,289 |
| Chuck Xu President, Interconnect | Dec 31, 2025 | Tax withholding | −240.41 | $82.83 | $19.91K | 15,213 |
| Kathleen M. Fortebuono Chief People Officer | Dec 31, 2025 | Tax withholding | −219.38 | $82.83 | $18.17K | 6,825 |
| Jon D. Kemp Chief Executive Officer, Director | Dec 31, 2025 | Tax withholding | −1,308.4 | $82.83 | $108.37K | 87,908 |
| Peter W. Hennessey General Counsel | Dec 31, 2025 | Tax withholding | −162.28 | $82.83 | $13.44K | 5,537 |
| Michael G. Goss VP & Controller | Dec 31, 2025 | Tax withholding | −320.55 | $82.83 | $26.55K | 12,990 |
| Chuck Xu President, Interconnect | Dec 17, 2025 | Tax withholding | −113 | $77.33 | $8.74K | 15,453 |
| Chuck Xu President, Interconnect | Dec 12, 2025 | Option exercise | +838 | $79.01 | $66.21K | 15,560 |
| Jon D. Kemp Chief Executive Officer, Director | Dec 11, 2025 | Sale | −5,655 | $85.01 | $480.73K | 89,177 |
| Jon D. Kemp Chief Executive Officer, Director | Dec 11, 2025 | Option exercise | +5,921 | $79.01 | $467.82K | 94,832 |
| Michael G. Goss VP & Controller | Dec 11, 2025 | Sale | −1,895 | $84.79 | $160.68K | 13,305 |
| Michael G. Goss VP & Controller | Dec 11, 2025 | Option exercise | +1,942 | $79.01 | $153.44K | 15,200 |
| Anne P. Noonan Director | Dec 3, 2025 | Award | +4,364 | – | – | 7,604 |
| Kristina M. Johnson Director | Dec 3, 2025 | Award | +1,000 | – | – | 6,477 |
| Byron Green Director | Dec 3, 2025 | Award | +4,364 | – | – | 4,364 |
| Terrence R. Curtin Director | Dec 3, 2025 | Award | +1,000 | – | – | 20,395 |
| Steven Sterin Director | Dec 3, 2025 | Award | +1,000 | – | – | 11,812 |
| Shumeet Banerji Director | Dec 3, 2025 | Award | +4,364 | – | – | 4,364 |
| Yi Hyon Paik Director | Dec 3, 2025 | Award | +4,364 | – | – | 4,364 |
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 |
|---|---|---|---|---|---|
| Steven Sterin Officer | Jun 5, 2026 | 400 | $59.34K | Jun 5, 2026 | Vesting of restricted stock unit awards |
| Steven Sterin Officer | May 26, 2026 | 511 | $82.76K | May 26, 2026 | Vesting of restricted stock unit awards |
| Jon D. Kemp Officer, Director | Dec 11, 2025 | 5,655 | $480.72K | Dec 11, 2025 | Exercise of employee stock options |
| Michael G. Goss Officer | Dec 11, 2025 | 1,895 | $160.67K | Dec 11, 2025 | Exercise of employee stock options |