ON Semiconductor Corp (ON) shareholders
ONNasdaqSemiconductors & Related DevicesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Oct 2, 2026Last filing: 10-Q on Nov 2, 2026Score 9/3033% above fair value
$71.06−2.67 (-3.62%)
Close on Nov 13, 2026Market cap $27.66BP/E 41.3Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
404M of 389M shares
Institutional holders
997
241 new, 65 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
0 buys · 15 sales
Net sold $21.31M
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 |
|---|---|---|---|---|
| FMR LLC Joint filing with Abigail P. Johnson (15.00%) | 61,538,856 | 15.00% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 42,956,619 | 10.00% | 13G (passive) amendment | Aug 31, 2024 |
| Abigail P. Johnson Joint filing with FMR LLC (8.20%) | 31,915,450 | 8.20% | 13G (passive) amendment | Sep 30, 2026 |
| Vanguard Capital Management | 29,575,202 | 7.50% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 20,112,107 | 5.10% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ON | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 56,679,393 | 14.56% | $5.36B | −1,478,948 | 0.23% |
| BlackRock, Inc. | 40,980,739 | 10.53% | $3.87B | +1,069,058 | 0.06% |
| Vanguard Capital Management LLC | 25,616,396 | 6.58% | $2.42B | −16,803 | 0.05% |
| Vanguard Portfolio Management LLC | 19,639,331 | 5.04% | $1.86B | −423,229 | 0.08% |
| State Street Corp | 18,557,255 | 4.77% | $1.75B | +249,677 | 0.05% |
| Jupiter Topco LLC | 13,427,527 | 3.45% | $1.27B | New | 0.52% |
| Geode Capital Management, LLC | 10,836,563 | 2.78% | $1.02B | +72,726 | 0.05% |
| JPMorgan Chase & Co | 10,129,250 | 2.60% | $897.15M | −5,978,693 | 0.05% |
| Goldman Sachs Group Inc | 7,877,881 | 2.02% | $744.77M | +1,240,436 | 0.06% |
| Norges Bank | 7,857,251 | 2.02% | $742.82M | New | 0.07% |
| Bank Of America Corp /De/ | 6,275,395 | 1.61% | $593.28M | +1,048,873 | 0.04% |
| Morgan Stanley | 5,917,224 | 1.52% | $559.41M | −190,029 | 0.03% |
| Ameriprise Financial Inc | 5,632,321 | 1.45% | $532.49M | −821,269 | 0.11% |
| Assenagon Asset Management S.A. | 5,615,616 | 1.44% | $530.90M | +4,009,342 | 0.33% |
| Van Eck Associates Corp | 5,143,343 | 1.32% | $486.25M | +731,540 | 0.30% |
| Amundi | 5,053,243 | 1.30% | $477.75M | +202,682 | 0.11% |
| Invesco Ltd. | 4,888,346 | 1.26% | $462.14M | −1,147,965 | 0.04% |
| Jericho Capital Asset Management L.P. | 4,881,237 | 1.25% | $461.47M | New | 3.81% |
| Pictet Asset Management Holding SA | 4,236,710 | 1.09% | $400.39M | −361,176 | 0.38% |
| Two Sigma Investments, LP | 4,068,560 | 1.05% | $384.64M | −385,255 | 0.28% |
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 | 997 | 404M | 100.0% | 241 / 310 | 338 / 65 | 64M | 53M |
| Q1 2026 | 830 | 407M | 100.0% | 143 / 287 | 280 / 96 | 84M | 46M |
| Q4 2025 | 796 | 423M | 100.0% | 138 / 247 | 308 / 98 | 45M | 61M |
| Q3 2025 | 773 | 440M | 100.0% | 95 / 264 | 291 / 106 | 47M | 41M |
| Q2 2025 | 795 | 435M | 100.0% | 152 / 294 | 259 / 91 | 48M | 31M |
| Q1 2025 | 743 | 418M | 100.0% | 93 / 285 | 274 / 183 | 40M | 40M |
| Q4 2024 | 847 | 419M | 100.0% | 132 / 266 | 349 / 110 | 28M | 51M |
| Q3 2024 | 840 | 442M | 100.0% | 98 / 324 | 294 / 92 | 84M | 23M |
| Q2 2024 | 842 | 423M | 100.0% | 101 / 297 | 324 / 93 | 38M | 50M |
| Q1 2024 | 847 | 435M | 100.0% | 100 / 301 | 333 / 122 | 43M | 42M |
| Q4 2023 | 878 | 434M | 100.0% | 135 / 286 | 361 / 152 | 60M | 42M |
| Q3 2023 | 908 | 416M | 100.0% | 102 / 337 | 356 / 93 | 23M | 25M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
772 funds held ON in Q2 2026, 48% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of ON | Value | % of fund | As of |
|---|---|---|---|---|---|
| Select Semiconductors Portfolio | 22,239,061 | 5.71% | $2.68B | 5.22% | May 31, 2026 |
| Select Technology Portfolio | 16,675,605 | 4.28% | $2.01B | 5.29% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 12,442,250 | 3.20% | $1.18B | 0.05% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 10,153,392 | 2.61% | $959.90M | 0.06% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 8,490,917 | 2.18% | $802.73M | 0.36% | Jun 30, 2026 |
| iShares Semiconductor ETF | 8,331,206 | 2.14% | $787.63M | 1.65% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 7,509,031 | 1.93% | $709.90M | 3.17% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 5,391,022 | 1.38% | $509.67M | 0.06% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 5,042,293 | 1.30% | $608.20M | 0.07% | May 31, 2026 |
| VanEck Semiconductor ETF | 4,722,071 | 1.21% | $446.42M | 0.58% | Jun 30, 2026 |
| Fidelity Advisor Semiconductors Fund | 3,746,504 | 0.96% | $305.75M | 4.24% | Jul 31, 2026 |
| Vanguard Value Index Fund | 3,726,356 | 0.96% | $352.29M | 0.14% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 3,668,665 | 0.94% | $442.51M | 0.26% | May 31, 2026 |
| Direxion Daily Semiconductor Bull 3X Shares | 2,971,361 | 0.76% | $242.49M | 1.25% | Jul 31, 2026 |
| State Street(R) Technology Select Sector SPDR(R) ETF | 2,705,577 | 0.69% | $255.79M | 0.21% | 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 |
|---|---|---|---|---|
| Hassane El-Khoury | CEO & President, Director | 1,054,123 | 0.27% | Feb 24, 2026 |
| Sudhir Gopalswamy | Group President, AMG & ISG | 158,177 | 0.04% | Oct 2, 2026 |
| Achyut Shah | Group President, PSG | 15,207 | 0.00% | May 22, 2026 |
| Trent Thad | Exec VP & CFO | 271,194 | 0.07% | Apr 27, 2026 |
| Simon Keeton | Group President, PSG | 214,123 | 0.06% | Feb 24, 2026 |
| Paul Anthony Mascarenas | Director | 57,716 | 0.01% | Oct 2, 2026 |
| Gregory L. Waters | Director | 41,524 | 0.01% | May 18, 2026 |
| Susan K. Carter | Director | 25,638 | 0.01% | May 18, 2026 |
| Bruce E. Kiddoo | Director | 19,216 | 0.00% | May 18, 2026 |
| Christine Y. Yan | Director | 48,655 | 0.01% | May 18, 2026 |
| Thomas Deitrich | Director | 26,060 | 0.01% | May 18, 2026 |
| Alan Campbell | Director | 84,689 | 0.02% | Jun 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul Anthony Mascarenas Director | Oct 2, 2026 | Award | +126 | $84.89 | $10.70K | 57,716 |
| Sudhir Gopalswamy Group President, AMG & ISG | Oct 1, 2026 | Sale(10b5-1 plan) | −15,578 | $80.00 | $1.25M | 158,177 |
| Paul Anthony Mascarenas Director | Jul 2, 2026 | Award | +116 | $91.22 | $10.58K | 57,590 |
| Sudhir Gopalswamy Group President, AMG & ISG | May 26, 2026 | Tax withholding | −470 | $127.00 | $59.69K | 173,588 |
| Christine Y. Yan Director | May 14, 2026 | Award | +1,986 | – | – | 48,655 |
| Thomas Deitrich Director | May 14, 2026 | Award | +1,986 | – | – | 26,060 |
| Bruce E. Kiddoo Director | May 14, 2026 | Award | +1,986 | – | – | 19,216 |
| Susan K. Carter Director | May 14, 2026 | Award | +1,986 | – | – | 25,638 |
| Gregory L. Waters Director | May 14, 2026 | Award | +1,986 | – | – | 24,524 |
| Paul Anthony Mascarenas Director | May 14, 2026 | Award | +1,986 | – | – | 57,474 |
| Trent Thad Exec VP & CFO | Apr 24, 2026 | Sale(10b5-1 plan) | −30,000 | $100.00 | $3.00M | 271,194 |
| Trent Thad Exec VP & CFO | Apr 23, 2026 | Sale(10b5-1 plan) | −30,000 | $93.00 | $2.79M | 301,194 |
| Trent Thad Exec VP & CFO | Apr 16, 2026 | Sale(10b5-1 plan) | −30,000 | $80.00 | $2.40M | 331,194 |
| Paul Anthony Mascarenas Director | Apr 3, 2026 | Award | +168 | $62.19 | $10.45K | 55,488 |
| Sudhir Gopalswamy Group President, AMG & ISG | Mar 13, 2026 | Sale | −6,114 | $58.67 | $358.71K | 173,943 |
| Trent Thad Exec VP & CFO | Feb 21, 2026 | Tax withholding | −10,383 | $69.11 | $717.57K | 361,079 |
| Simon Keeton Group President, PSG | Feb 21, 2026 | Tax withholding | −7,788 | $69.11 | $538.23K | 214,123 |
| Hassane El-Khoury CEO & President, Director | Feb 21, 2026 | Tax withholding | −36,802 | $69.11 | $2.54M | 1,054,123 |
| Sudhir Gopalswamy Group President, AMG & ISG | Feb 21, 2026 | Tax withholding | −9,583 | $69.11 | $662.28K | 180,057 |
| Trent Thad Exec VP & CFO | Feb 20, 2026 | Award | +36,175 | – | – | 375,635 |
| Trent Thad Exec VP & CFO | Feb 20, 2026 | Tax withholding | −4,173 | $69.11 | $288.40K | 371,462 |
| Simon Keeton Group President, PSG | Feb 20, 2026 | Award | +26,046 | – | – | 225,041 |
| Simon Keeton Group President, PSG | Feb 20, 2026 | Tax withholding | −3,130 | $69.11 | $216.31K | 221,911 |
| Hassane El-Khoury CEO & President, Director | Feb 20, 2026 | Award | +75,315 | – | – | 1,090,925 |
| Sudhir Gopalswamy Group President, AMG & ISG | Feb 20, 2026 | Award | +31,834 | – | – | 191,095 |
| Sudhir Gopalswamy Group President, AMG & ISG | Feb 20, 2026 | Tax withholding | −1,455 | $69.11 | $100.56K | 189,640 |
| Simon Keeton Group President, PSG | Feb 17, 2026 | Sale | −44,263 | $71.77 | $3.18M | 198,995 |
| Simon Keeton Group President, PSG | Feb 17, 2026 | Sale | −4,597 | $71.56 | $328.96K | 243,258 |
| Bruce E. Kiddoo Director | Feb 12, 2026 | Gift | −3,570 | – | – | 17,230 |
| Trent Thad Exec VP & CFO | Feb 12, 2026 | Sale(10b5-1 plan) | −7,000 | $72.88 | $510.16K | 388,960 |
| Trent Thad Exec VP & CFO | Feb 12, 2026 | Sale(10b5-1 plan) | −49,500 | $70.87 | $3.51M | 339,460 |
| Trent Thad Exec VP & CFO | Feb 12, 2026 | Sale(10b5-1 plan) | −2,200 | $73.39 | $161.46K | 395,960 |
| Trent Thad Exec VP & CFO | Feb 12, 2026 | Sale(10b5-1 plan) | −1,300 | $71.70 | $93.21K | 398,160 |
| Hassane El-Khoury CEO & President, Director | Feb 12, 2026 | Sale | −100 | $73.56 | $7.36K | 1,035,510 |
| Hassane El-Khoury CEO & President, Director | Feb 12, 2026 | Sale | −19,900 | $73.02 | $1.45M | 1,015,610 |
| Trent Thad Exec VP & CFO | Feb 10, 2026 | Tax withholding | −6,709 | $67.38 | $452.05K | 399,460 |
| Sudhir Gopalswamy Group President, AMG & ISG | Feb 10, 2026 | Tax withholding | −6,191 | $67.38 | $417.15K | 159,261 |
| Hassane El-Khoury CEO & President, Director | Feb 10, 2026 | Tax withholding | −20,762 | $67.38 | $1.40M | 1,035,610 |
| Simon Keeton Group President, PSG | Feb 10, 2026 | Tax withholding | −5,032 | $67.38 | $339.06K | 247,855 |
| Trent Thad Exec VP & CFO | Feb 6, 2026 | Tax withholding | −12,270 | $65.20 | $800.00K | 406,169 |
| Simon Keeton Group President, PSG | Feb 6, 2026 | Tax withholding | −9,232 | $65.20 | $601.93K | 252,887 |
| Hassane El-Khoury CEO & President, Director | Feb 6, 2026 | Tax withholding | −34,460 | $65.20 | $2.25M | 1,056,372 |
| Sudhir Gopalswamy Group President, AMG & ISG | Feb 6, 2026 | Tax withholding | −6,041 | $65.20 | $393.87K | 165,452 |
| Trent Thad Exec VP & CFO | Feb 5, 2026 | Award | +31,050 | – | – | 410,627 |
| Trent Thad Exec VP & CFO | Feb 5, 2026 | Award | +4,371 | – | – | 414,998 |
| Trent Thad Exec VP & CFO | Feb 5, 2026 | Award | +3,441 | – | – | 418,439 |
| Simon Keeton Group President, PSG | Feb 5, 2026 | Award | +2,581 | – | – | 262,119 |
| Simon Keeton Group President, PSG | Feb 5, 2026 | Award | +3,279 | – | – | 259,538 |
| Simon Keeton Group President, PSG | Feb 5, 2026 | Award | +23,287 | – | – | 256,259 |
| Hassane El-Khoury CEO & President, Director | Feb 5, 2026 | Award | +9,604 | – | – | 1,090,832 |
| Hassane El-Khoury CEO & President, Director | Feb 5, 2026 | Award | +12,202 | – | – | 1,081,228 |
| Hassane El-Khoury CEO & President, Director | Feb 5, 2026 | Award | +90,966 | – | – | 1,069,026 |
| Sudhir Gopalswamy Group President, AMG & ISG | Feb 5, 2026 | Award | +1,239 | – | – | 171,092 |
| Sudhir Gopalswamy Group President, AMG & ISG | Feb 5, 2026 | Award | +401 | – | – | 171,493 |
| Sudhir Gopalswamy Group President, AMG & ISG | Feb 5, 2026 | Award | +2,581 | – | – | 169,853 |
| Sudhir Gopalswamy Group President, AMG & ISG | Feb 5, 2026 | Award | +23,287 | – | – | 167,272 |
| Paul Anthony Mascarenas Director | Dec 19, 2025 | Award | +189 | $55.21 | $10.43K | 55,320 |
| Simon Keeton Group President, PSG | Dec 4, 2025 | Sale | −21,000 | $55.72 | $1.17M | 232,843 |
| Trent Thad Exec VP & CFO | Dec 3, 2025 | Sale | −20,000 | $55.05 | $1.10M | 379,448 |
| Paul Anthony Mascarenas Director | Oct 3, 2025 | Award | +212 | $49.27 | $10.45K | 55,131 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.39%
29M shares short
Days to cover
2.9
At 10M shares a day
Change since last report
-5.9%
From 30M shares
Short volume, 20 days
37.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of ON Semiconductor's stock actually held short. Settlement fails (shares not delivered on time) peaked at 105,613 shares on Oct 13, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sudhir Gopalswamy Officer | Oct 1, 2026 | 15,578 | $1.25M | Oct 1, 2026 | Stock Award |
| Alan Campbell Director | Jun 10, 2026 | 16,660 | $1.83M | Jun 10, 2026 | Restricted Stock |
| Simon Keeton Officer | Jun 3, 2026 | 19,902 | $2.63M | Jun 3, 2026 | Stock Award |
| Alan Campbell Director | May 15, 2026 | 22,188 | $2.51M | May 15, 2026 | Restricted Stock |
| Simon Keeton Officer | May 11, 2026 | 31,463 | $3.31M | May 11, 2026 | Employee Stock Purchase Plan |
| Trent Thad Officer | Apr 24, 2026 | 30,000 | $2.93M | Apr 24, 2026 | Restricted Stock Units and Performance Stock Units |
| Trent Thad Officer | Apr 23, 2026 | 30,000 | $2.67M | Apr 23, 2026 | Restricted Stock Units and Performance Stock Units |
| Trent Thad Officer | Apr 16, 2026 | 30,000 | $2.17M | Apr 16, 2026 | Restricted Stock Units and Performance Stock Units |
| Sudhir Gopalswamy Officer | Mar 13, 2026 | 6,114 | $358.71K | Mar 13, 2026 | Stock Award |
| Simon Keeton Officer | Feb 17, 2026 | 48,860 | $3.51M | Feb 17, 2026 | Restricted Stock |
| Trent Thad Officer | Feb 12, 2026 | 60,000 | $4.27M | Feb 12, 2026 | Restricted Stock Units and Performance Stock Units |
| El-Khoury Living Trust Officer, Director | Feb 12, 2026 | 20,000 | $1.46M | Feb 12, 2026 | Restricted stock vesting under a registered plan |
| Simon Keeton Officer | Dec 4, 2025 | 21,000 | $1.17M | Dec 4, 2025 | Performance Shares |
| Trent Thad Officer | Dec 3, 2025 | 20,000 | $1.10M | Dec 3, 2025 | Performance Stock Units |
| El-Khoury Living Trust Officer, Director | Aug 13, 2025 | 15,000 | $768.26K | Aug 13, 2025 | Restricted stock vesting under a registered plan |
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