InvestorLens

ON — ON SEMICONDUCTOR CORP

Information Technology

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ON?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net distribution · 1 buying vs 2 selling last quarter
33
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their ON position last quarter, 1 bought and 2 sold (33% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ken Griffin)
  • +6 tracked investors reported holding ON at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About ON SEMICONDUCTOR CORP (ON)

ON SEMICONDUCTOR CORP (ON) appears in the most recent 13F filings of 6 tracked institutional investors. ON SEMICONDUCTOR CORP is classified in the Information Technology sector. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $207M. Across recent filings, tracked investors recorded 3 new positions, 0 increased, 1 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ON

60
/100
Institutional Accumulation
Added / Increased3
Reduced1
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track ON

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

ON Ownership Composition

How ON SEMICONDUCTOR CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
85% of tracked value
Institutions
6
tracked investors
Total Reported
$222.7M
combined 13F value
Sectors2
  • Other84.6%
  • Hedge Funds15.4%
Other(5)
84.6%
Hedge Funds(1)
15.4%

Tracked investors reporting ON

  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    678.8K
    Value
    $42M
    % Portfolio
    0.02%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    1.8M
    Value
    $109.5M
    % Portfolio
    0.02%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    35M
    Value
    $34.3M
    % Portfolio
    0.04%
  • Stanley DruckenmillerDec 31, 2025
    Duquesne Family Office
    Shares
    536.3K
    Value
    $29M
    % Portfolio
    0.65%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    107.3K
    Value
    $6.6M
    % Portfolio
    0.01%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    20K
    Value
    $1.2M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold ON?
6 tracked institutional investors disclosed a position in ON (ON SEMICONDUCTOR CORP) in their most recent 13F filing.
Who is the largest institutional holder of ON?
Izzy Englander, Millennium Management, holds the largest disclosed position in ON, valued at $207M.
Did institutional ownership of ON increase or decrease?
Across recent 13F filings, tracked investors recorded 3 new positions, 0 increased, 1 reduced, and 1 fully exited ON.
What sector is ON in?
ON SEMICONDUCTOR CORP is classified in the Information Technology GICS sector.
Where does this ON ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
ON (ON SEMICONDUCTOR CORP) — Institutional Holders & 13F — InvestorLens