ON Semiconductor Corporation

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 816 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• Foundry, supply and capacity relationships were treated as commercial contracts, not equity, consistent with the Williams-Sonoma franchise / Expeditors agency precedent in this project. ON's FY2025 10-K discloses roughly $7.1 billion of remaining performance obligations under Long-Term Supply Agreements (LTSAs) with customers; these are purchase/pricing commitments, not ownership stakes in either direction, and no counterparty of an LTSA was added as a holding or a register row.
• Wholly owned acquisitions are excluded from holdings per the brief. The FY2025 10-K's Note 5 (Acquisitions) confirms ON 'pursues acquisitions and divestitures from time to time' and expensed acquisition/divestiture-related costs during 2025 and 2024, but the filing text searched did not surface a materially sized, individually named, less-than-100%-owned acquisition target other than the pre-existing Leshan joint venture; any wholly owned businesses ON has acquired are not holdings by definition and are not listed here.
• Pending Synaptics acquisition: the Q2 FY2026 10-Q discloses a signed, all-stock merger agreement under which each Synaptics share converts into 1.350 ON shares, with Synaptics stockholders expected to hold approximately 12% of the combined company pro forma; the deal is expected to close mid-2027 subject to Synaptics stockholder and regulatory approval. This is ON acquiring Synaptics as a future wholly owned subsidiary, not a current ON holding, and is not reflected in company.shares_outstanding (389,311,721 as of 29 Jul 2026, pre-closing).
• Holdings side searched: FY2025 10-K (filed 9 Feb 2026) and the Q2 FY2026 10-Q (filed 3 Aug 2026) full text, for 'equity method', 'equity investment', 'non-marketable', 'nonmarketable', 'unconsolidated', 'joint venture', 'variable interest entity', 'minority interest', 'strategic investment', 'equity securities', 'investments in', 'cost method', and 'noncontrolling interest'. The only equity stake in another entity found anywhere in either filing is the 80% Leshan-Phoenix Semiconductor joint venture (listed above). The 'equity securities' hits in the 10-K (31%/34% of a ~$105-106 million pool) refer to the company's own investment/insurance-contract portfolio backing employee benefit obligations, which is excluded per the brief (money-market/treasury-style holdings), not a strategic equity stake. Exhibit 21 (subsidiaries list) is a bare name list with no ownership-percentage column beyond confirming Leshan's presence, consistent with the Labcorp/Darden pattern noted in the chunk prompt: checked, and a genuine negative.
• Register self-gate, computed from this file exactly as the chart computes it (no rows carry rolls_up_into or is_aggregate, so every row counts at full raw value): 11 register rows (Vanguard being a 7-entity family roll-up counted as one row), total 216,486,778 shares against shares_outstanding 389,311,721 = 55.61%. This is just above the chunk prompt's 55% flag threshold; investigated for double counting and instrument mixing and found neither (11 distinct holder identities, all common-stock-only counts with convertible-note and option CUSIPs explicitly excluded on every row that also held them). The elevated figure is attributable to ON's aggressive buyback program (treasury shares of 234,349,823 as of 3 Jul 2026 per the 10-Q balance sheet; shares outstanding fell from 417,885,346 in Apr 2025 to 389,311,721 in Jul 2026) combined with several large managers (FMR, Vanguard, BlackRock) holding roughly stable absolute share counts, which mechanically raises their percentages as the denominator shrinks.
• ON has two series of convertible notes outstanding, identified in 13F filings under CUSIPs 682189AS4 and 682189AU9 (the latter a 0.500% series). Multiple register holders (FMR, BlackRock, State Street, JPMorgan, Morgan Stanley, Goldman Sachs) separately report positions in these convertible-note CUSIPs in the same Q2 2026 13F filings that report their common-stock holdings; per the one-instrument-one-basis rule, none of those note positions were added to any row's shares or value_usd. Goldman Sachs' convertible-note quantities are recorded in its method_note as the one case where the amounts were large enough to be worth naming explicitly.
• Officer and director ownership: the Apr 2026 DEF 14A reports 'All current directors and executive officers as a group (10 persons)' held 1,379,907 shares, explicitly flagged in the proxy itself as 'Less than 1%' (about 0.35% of the 393,327,318 shares outstanding on the record date). ON has no founder-control or dual-class structure; no individual director or officer approaches a size worth a standalone register row, so no insider row was added, consistent with the brief's guidance that the insider position is only 'the story' for founder/dual-class companies.
• Reconciliation: the Apr 2026 proxy's 5%-owner table cites Schedule 13G figures for FMR (61,538,856 shares, 15.7%, as of 30 Sep 2025) and BlackRock (42,956,619 shares, 10.9%, as of 31 Aug 2024) that are both older and larger than the fresh Q2 2026 13F figures used in the register (FMR 56,679,393 shares, 14.56%; BlackRock 40,980,739 shares, 10.53%). The fresher 13F figures were used per the brief; both sets of figures are recorded so the discrepancy is checkable rather than silently overwritten.
• Capital Group was swept per the brief: its three primary registrants (Capital World Investors CIK 0001422849, Capital International Investors CIK 0001562230, Capital Research Global Investors CIK 0001422848) were each checked against their own Q2 2026 13F-HR information tables and hold zero ON Semiconductor shares (CUSIP 682189105 absent from all three; confirmed with both an exact-name search and a broader 'SEMICONDUCTOR' fragment search, which returned only Taiwan Semiconductor and Tower Semiconductor for Capital World Investors). This is recorded as a checked finding, not a null row.