The cluster shows broad institutional accumulation, but the 13F lag means these buys were made weeks ago. Monitor next earnings for fundamental confirmation.
Executive Summary
Seven institutional asset managers increased their ON Semiconductor positions in Q3 2026, adding a net $16.3M, while only one firm trimmed a small position. The buying is concentrated among active asset managers, with Robeco Institutional Asset Management leading at $11.3M in new value.
Key Financial Metrics
Institutional Positions
Net institutional flow: $16.3M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Robeco Institutional Asset Management B.v. | ADD | +78.3% | $36.3M | $11.3M |
| Abn Amro Investment Solutions | ADD | +51.9% | $6.7M | $1.3M |
| Wealth Enhancement Advisory Services | ADD | +47.8% | $3.0M | $729.0K |
| Td Waterhouse Canada | DOUBLED | +3650.4% | $2.1M | $2.1M |
| Vontobel Holding | ADD | +78.8% | $2.0M | $621.0K |
| Hb Wealth Management | ADD | +25.3% | $1.6M | $30.0K |
| Mather Group | ADD | +97.8% | $749.0K | $283.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | TRIM | -26% | $966.0K | -$383.0K |
Key Facts
- 7 institutional buyers added a net $16.3M in ON shares during Q3 2026
- Robeco Institutional Asset Management was the largest buyer, adding $11.3M (78.3% increase)
- Only 1 seller (Farther Finance Advisors) trimmed $383K, a negligible amount
- 13F data is reported with a 45-day lag; positions reflect quarter-end values, not current holdings
Financial Impact
7 institutions accumulated $16.3M in net new ON positions while 1 reduced holdings by $383K
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- All buyers are asset managers, not activist or event-driven funds — no catalyst thesis evident
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ON-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $72.25 | awaiting T+5 | — | — |
Oct 15, 2026 11d ago | Press Release | $72.02 | awaiting T+5 | — | — |
Oct 7, 2026 19d ago | SC 13G/A | $82.51 $73.36 | ▼ −11.09% | ▼ −10.11% | — |
Oct 1, 2026 25d ago | DEFA14A | $84.89 $77.53 | ▼ −8.67% | ▼ −9.83% | — |
Oct 1, 2026 25d ago | 8-K | $84.89 $77.53 | ▼ −8.67% | ▼ −9.83% | — |
Oct 1, 2026 25d ago | Press Release | $84.89 $77.53 | ▼ −8.67% | ▼ −9.83% | — |
Aug 21, 2026 9w ago | S-4 | $74.21 $72.61 | ▼ −2.16% | ▼ −2.63% | — |
Aug 13, 2026 10w ago | 425 | $81.56 $74.71 | ▼ −8.40% | ▼ −6.43% | — |
Aug 13, 2026 10w ago | 8-K | $81.56 $74.71 | ▼ −8.40% | ▼ −6.43% | — |
Aug 3, 2026 12w ago | 8-K | $80.78 $81.11 | ▲ +0.41% | ▲ +0.51% | — |
US Market Status
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