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ON ON Semiconductor

Information Technology, filed as ON SEMICONDUCTOR CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 2 Owners
  • Max 0.3%
  • $22M
  • 2 new 1 exit

In 2026 Q2 George Soros and Lee Ainslie opened positions in ON Semiconductor, while Sachem Head Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.3% (George Soros, Soros Fund Management). Not free-float ownership.

  1. George Soros New 0.26%
  2. Lee Ainslie New 0.01%

Who owns ON

Sorted by value, long equity only, as of 2026 Q2.

History
George Soros, Soros Fund Management 0.26% New 0.26% 228,022 $22M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 7,979 $754K History
Sachem Head Capital Management exited 2026 Q2 Last 2026 Q1 2.9% Exit −2.90% 1,945,000 $120M History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ON's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ON insider trades
  • None no insider bought on the open market
  • $7.6M sold by 4 insiders outside a trading plan
  • $13.7M sold by 2 insiders under 10b5-1 plans
  1. Sudhir Gopalswamy Group President, AMG & ISG
    Planned sale
    $1.2M 15,578 shares at $80.00 9% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  2. Trent Thad CFO
    Planned sale
    $5.8M 60,000 shares at $96.50 18% of stake
    Traded Apr 23–24 Filed Apr 27
    ↗
  3. Trent Thad CFO
    Planned sale
    $2.4M 30,000 shares at $80.00 8.3% of stake
    Traded Apr 16 Filed Apr 17
    ↗
  4. Sudhir Gopalswamy Group President, AMG & ISG
    Sale
    $359K 6,114 shares at $58.67 3.4% of stake
    Traded Mar 13 Filed Mar 16
    ↗
  5. Simon Keeton Group President, PSG
    Sale
    $3.5M 48,860 shares at $71.75 20% of stake
    Traded Feb 17 Filed Feb 18
    ↗
  6. Hassane El-Khoury CEO
    Sale
    $1.5M 20,000 shares at $73.02 1.9% of stake
    Traded Feb 12 Filed Feb 12
    ↗
  7. Trent Thad CFO
    Planned sale
    $4.3M 60,000 shares at $71.22 15% of stake
    Traded Feb 12 Filed Feb 12
    ↗
  8. Simon Keeton Group President, PSG
    Sale
    $1.2M 21,000 shares at $55.72 8.3% of stake
    Traded Dec 4, 2025 Filed Dec 8, 2025
    ↗
  9. Trent Thad CFO
    Sale
    $1.1M 20,000 shares at $55.05 5% of stake
    Traded Dec 3, 2025 Filed Dec 4, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 27 stock grants, 16 share withholdings for taxes, and 1 gift.

Congress

4 members of Congress traded ON in the last three years: 3 buys and 5 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $15K–$50K Sep 28 filed Oct 12
  2. Julie Johnson D-TX-32Joint Sell $1K–$15K Apr 1, 2025 filed May 14, 2025
  3. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K Feb 25, 2025 filed Mar 27, 2025
  4. Julie Johnson D-TX-32Joint Buy $1K–$15K Feb 12, 2025 filed Mar 12, 2025
  5. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K Feb 11, 2025 filed Mar 7, 2025
  6. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Jan 25, 2024 filed Feb 15, 2024

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
DEFA14A Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
8-K 8.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
8-K 1.01,2.03,3.02,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.25B $7.08B $6B
Gross profit $3.88B $3.22B $1.98B
Gross margin * 47.1% 45.4% 33.1%
Net income $2.18B $1.57B $0.121B
Net margin * 26.5% 22.2% 2.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.91B $6.75B $5.82B
Total non-current assets * $7.3B $7.34B $6.7B
Total assets $13.22B $14.09B $12.52B
Total current liabilities $2.18B $1.33B $1.29B
Total non-current liabilities * $3.23B $3.94B $3.54B
Total equity $7.78B $8.8B $7.67B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.98B $1.91B $1.76B
Cash from investing -$1.74B -$1.01B -$0.538B
Cash from financing -$0.686B -$0.684B -$1.76B
Net change in cash -$448M $208.4M -$544.4M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.