Follow-The-Filings

Security

ON

On Semiconductor Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 new 3 exits max 2.9% (Sachem Head Capital Manag...)

grid → activity → earnings →
owners 15
max % 2.9%
tracked value $3.7B
qoq N 1 A 3 R 8 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Sachem Head Capital Management LP 2026 Q1 2.9% New 2.9% 1,945,000 $120M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.2% Exit -1.16 pp 86,000 $5M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.31 pp 3,993,366 $216M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add +0.01 pp 835,102 $52M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce 0.00 pp 1,374,076 $85M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 51,066,453 $2.8B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.04 pp 6,110,525 $331M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 388,537 $24M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 408,486 $24M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.05 pp 294,860 $18M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.05 pp 241,990 $15M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.01 pp 20,018 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 109,304 $7M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 6,091 $377 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 598 $37 hist
Stanley Druckenmiller - Duquesne Family Office LLC exited 2026 Q1 last 2025 Q4 0.7% Exit -0.65 pp 536,260 $29M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 550,896 $30M hist
Jensen Investment Management Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 21,406 $1M hist

15 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 Period Jul 2, 2026 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
4 Period May 26, 2026 Filing Doc
8-K 5.02,5.07 Filing Doc
4 Period May 14, 2026 Filing Doc
4 Period May 14, 2026 Filing Doc
4 Period May 14, 2026 Filing Doc
4 Period May 14, 2026 Filing Doc
4 Period May 14, 2026 Filing Doc
4 Period May 14, 2026 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 10-Q Filing Doc
4 Period Apr 23, 2026 Filing Doc
4 Period Apr 16, 2026 Filing Doc
4 Period Apr 3, 2026 Filing Doc
DEFA14A DEFA14A Filing Doc
4 Period Mar 13, 2026 Filing Doc
8-K 5.02 Filing Doc
4 Period Feb 20, 2026 Filing Doc
4 Period Feb 20, 2026 Filing Doc
4 Period Feb 20, 2026 Filing Doc
4 Period Feb 20, 2026 Filing Doc

Updated 10 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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 $121M
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 -$538.5M
Cash from financing -$686.5M -$683.8M -$1.76B
Net change in cash -$448M $208.4M -$544.4M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders