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SC 13G/A ·Filed Oct 7, 2026

ON

ON SEMICONDUCTOR CORP
NEUTRAL
Impact 3/10
Horizonweeks Processed20d 4h ago SEC0000315066-26-002346
Passive stake amendment
Actionable Insight • Neutral

Monitor for any future conversion to a Schedule 13D, which would signal a shift from passive to activist intent. For now, this is a routine administrative filing with no immediate trading implications.

DirectionNeutral
Confidencemedium
Horizonweeks
Latest settled — T+5d
ON ▼ -11.09% at T+5d
NEUTRAL call -11.09% · α vs SPY -10.11% · entry $82.51 → $73.36
Next anchor: T+20d in 8d
Latest observation: T+12 -2.86% FF3 residual α
Entry = T+0 close
Oct 7, 2026
via day close
T+1d
-3.76%
call -3.76% · α -3.33%
$79.41
settled 19d ago
T+5d
-11.09%
call -11.09% · α -10.11%
$73.36
settled 13d ago
T+20d
Pending
in 8d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

FMR LLC (Fidelity) filed an amended Schedule 13G disclosing beneficial ownership of 31,915,449.72 shares of ON Semiconductor Corp common stock as of September 30, 2026, representing 8.2% of shares outstanding. This is a routine passive stake update with no change in investment intent, and the filing does not provide a comparison to prior stake levels.

Key Financial Metrics

Stake
8.2%
Investor
FMR LLC
Investor Type
mutual fund

Key Facts

  • FMR LLC (Fidelity) reports beneficial ownership of 31,915,449.72 shares of ON Semiconductor common stock.
  • The stake represents 8.2% of outstanding shares as of September 30, 2026.
  • Fidelity Management & Research Company LLC is the entity that beneficially owns 5% or more of the class.
  • The filing is a passive investor update under Rule 13d-1(b) — no activist intent is indicated.
  • The filing was signed on October 6, 2026, and covers ownership as of September 30, 2026.

Financial Impact

No financial impact — routine passive stake disclosure with no change in investment strategy or material new information.

Risk Factors

  • No material risks identified — this is a standard passive ownership update.

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G/A Filing (Primary)0000315066-26-002346
Document: 0000315066-26-002346-index-headers.html0000315066-26-002346
Document: 0000315066-26-002346-index.html0000315066-26-002346
Document: 0000315066-26-002346.txt0000315066-26-002346
29 reports for ON
Performance horizon
55% Hit rate @ T+5 6 of 11 directional calls Went positive at some point 11 of 11 best @ T+20▲ +29.60%Apr 27, 2026
Filters
Rows
Reports for ON — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
Institutional Cluster
NEUTRAL ★ 3/10
$72.25awaiting T+5—$78.73 (+8.97%)
Oct 15, 2026
11d ago
Press Release
NEUTRAL ★ 1/10
$72.02awaiting T+5—$78.73 (+9.32%)
Oct 7, 2026
20d ago
SC 13G/A
NEUTRAL ★ 3/10
$82.51 $73.36▼ −11.09%▼ −10.11%$78.73 (−4.58%)
Oct 1, 2026
25d ago
DEFA14A
BULLISH ★ 7/10
$84.89 $77.53▼ −8.67%▼ −9.83%$78.73 (−7.26%)
Oct 1, 2026
25d ago
8-K
BULLISH ★ 6/10
$84.89 $77.53▼ −8.67%▼ −9.83%$78.73 (−7.26%)
Oct 1, 2026
25d ago
Press Release
BULLISH ★ 7/10
$84.89 $77.53▼ −8.67%▼ −9.83%$78.73 (−7.26%)
Aug 21, 2026
9w ago
S-4
NEUTRAL ★ 6/10
$74.21 $72.61▼ −2.16%▼ −2.63%$78.73 (+6.09%)
Aug 13, 2026
10w ago
425
BULLISH ★ 5/10
$81.56 $74.71▼ −8.40%▼ −6.43%$78.73 (−3.47%)
Aug 13, 2026
10w ago
8-K
BULLISH ★ 5/10
$81.56 $74.71▼ −8.40%▼ −6.43%$78.73 (−3.47%)
Aug 3, 2026
12w ago
8-K
BULLISH ★ 7/10
$80.78 $81.11▲ +0.41%▲ +0.51%$78.73 (−2.54%)
Showing 10 of 29

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Report published Oct 7, 2026