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ON Semiconductor Corp: which funds bought and sold

Institutions that bought and sold ON Semiconductor shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 535 institutions that filed 13F reports for both quarters added to or opened positions in ON Semiconductor, and 401 cut or closed them. Together they sold a net 10.5M shares, −2.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.6M shares (−2.5%); index fund managers were net buyers of 1.6M shares (+1.3%). 225 opened a new position and 64 sold out entirely.

Bought, Q2 2026 535 institutions, 225 of them new holders Sold, Q2 2026 401 institutions, 64 of them sold out
Net change, all compared −10.5M shares (−2.7%)
Net change, active managers −2.6M shares (−2.5%), 52 bought, 38 sold

Buyers versus sellers

institutions compared, 1,043
Active managers and hedge funds 52 bought · 38 sold · −2.6M
Index fund managers 5 bought · 7 sold · +1.6M
Other institutions 478 bought · 356 sold · −9.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jericho Capital Asset Management L.P. Hedge fund +4.9M New position 4.9M $461M
Assenagon Asset Management S.A. +4.0M +249.6% 5.6M $531M
Jane Street Group, LLC +2.7M +918.1% 3.0M $286M
Citadel Advisors LLC Hedge fund +1.8M +1671.4% 1.9M $183M
Point72 Asset Management, L.P. Hedge fund +1.6M New position 1.6M $152M
Balyasny Asset Management L.P. Hedge fund +1.5M +24818.6% 1.5M $143M
Qube Research & Technologies Ltd Hedge fund +1.3M +1009.4% 1.4M $132M
Goldman Sachs Group Inc +1.2M +18.7% 7.9M $745M
Blackrock, Inc. Index funds +1.1M +2.7% 41.0M $3.9B
Bank Of America Corp +1.0M +20.1% 6.3M $593M
Holocene Advisors, LP Hedge fund +1.0M New position 1.0M $95.5M
Rafferty Asset Management, LLC Index funds +879K +31.1% 3.7M $350M
D. E. Shaw & Co., Inc. Hedge fund +870K +295.1% 1.2M $110M
Van Eck Associates Corp +732K +16.6% 5.1M $486M
California Public Employees Retirement System +658K +96.3% 1.3M $127M
Fil Ltd Active manager +534K +1377.6% 573K $54.2M
Caisse De Depot Et Placement Du Quebec +514K +316.7% 676K $63.9M
Susquehanna International Group, LLP +487K +215.5% 713K $67.4M
Price T Rowe Associates Inc Active manager +465K +64.7% 1.2M $112M
Massachusetts Financial Services Co Active manager +456K New position 456K $43.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Slate Path Capital LP Hedge fund −6.5M −83.7% 1.3M $120M
Jpmorgan Chase & Co −6.0M −37.1% 10.1M $897M
Allspring Global Investments Holdings, LLC −3.0M −49.7% 3.1M $290M
Sachem Head Capital Management LP Hedge fund −1.9M Sold out 0 —
Victory Capital Management Inc Active manager −1.5M −88.3% 201K $19M
Pacer Advisors, Inc. −1.5M −96.4% 55K $5.2M
FMR LLC Active manager −1.5M −2.5% 56.7M $5.4B
Alliancebernstein L.P. Active manager −1.5M −67.9% 696K $43.1M
Franklin Resources Inc Active manager −1.3M −89.0% 159K $15M
Discovery Capital Management, LLC / Ct Hedge fund −1.2M −88.5% 162K $15.3M
UBS Group AG −1.2M −34.8% 2.3M $215M
Invesco Ltd. −1.1M −19.0% 4.9M $462M
Voloridge Investment Management, LLC Hedge fund −1.1M Sold out 0 —
Baillie Gifford & Co Active manager −863K −20.1% 3.4M $324M
Citigroup Inc −844K −18.1% 3.8M $361M
Ameriprise Financial Inc −821K −12.7% 5.6M $532M
Healthcare Of Ontario Pension Plan Trust Fund −808K −50.1% 806K $76.2M
Junto Capital Management LP Hedge fund −736K −60.4% 483K $45.7M
Marshall Wace, LLP Hedge fund −684K −49.8% 690K $65.2M
Candriam S.C.A. −610K −43.7% 785K $74.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jericho Capital Asset Management L.P.Hedge fund 4.9M $461M
Point72 Asset Management, L.P.Hedge fund 1.6M $152M
Holocene Advisors, LPHedge fund 1.0M $95.5M
Massachusetts Financial Services CoActive manager 456K $43.1M
Gilder Gagnon Howe & Co LLCActive manager 387K $36.6M
Tudor Investment Corp Et AlHedge fund 374K $35.3M
Nzs Capital, LLCActive manager 336K $31.7M
Alberta Investment Management Corp 282K $26.6M
Jump Financial, LLC 249K $23.6M
Renaissance Technologies LLCHedge fund 248K $23.5M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
995
Ten largest holders
52.4%
of 13F-reported shares
Index fund managers
31.8%
of 13F-reported shares
Active managers and hedge funds
24.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 52 38 25 7 −2.6M −2.5%
Index fund managers 5 7 0 0 +1.6M +1.3%
Other institutions 478 356 200 57 −9.5M −5.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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