ON Semiconductor ($ON) Insider Trading & Smart Money Activity
ON Semiconductor Corporation ($ON) has 1 insider trade, 1 congress trade, 10 13F position changes and 14 analyst ratings on file. In the last 12 months on the open market, no insider bought and 1 insider sold ($1.25M), net -$1.25M.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 1
- Net insider $ (12 mo)
- -$1.25M
- Congress trades (12 mo)
- 1
- 13F moves on file
- 10
- Analyst ratings on file
- 14
ON insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 0 / 0 | 1 / 0 |
| Q2 2026 | 0 | 0 | 0 / 0 | 0 / 3 |
| Q3 2026 | 0 | 0 | 1 / 0 | 0 / 0 |
| Q4 2026 | 0 | 1 · $1.25M | 0 / 0 | 3 / 3 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All ON insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 13F | Y-Intercept (Hong Kong) | Reduced | -215.95K sh | $850.57K | — | ||||||
| 13F | Frank, Rimerman Advisors | Sold out | -6.09K sh | Read | |||||||
| 13F | Counterpoint Mutual Funds | New | +138.38K sh | $10.64M | — | ||||||
| 13F | Cache Advisors | Reduced | -15.58K sh | $1.04M | — | ||||||
| Analyst | StoneX | Reiterates to Buy | PT $110 | Read | |||||||
| 13F | V-Square Quantitative Management | Added | +2.92K sh | $523.25K | — | ||||||
| 13F | Portman Square Capital | Added | +106.22K sh | $10.86M | — | ||||||
| Analyst | Wells Fargo | Reiterates to Overweight | PT $100 | -8.7% | — | ||||||
| Analyst | Needham | Reiterates to Buy | PT $116 | -8.7% | — | ||||||
| Insider | Sudhir GopalswamyGroup President, AMG & ISG | Sell (Open-market sale) 10b5-1 | 15.58K sh | $1.25M | -0.8% | — | |||||
| Congress | Gilbert Ray Cisneros Jr. | Purchase | $15,001 - $50,000 | +13.6% | Read | ||||||
| Analyst | Seaport Global | Reiterates to Buy | PT $100 | +3.7% | — | ||||||
| Analyst | Wells Fargo | Reiterates to Overweight | PT $85 | +7.1% | — | ||||||
| Analyst | Needham | Reiterates to Buy | PT $116 | +7.1% | — | ||||||
| Analyst | Mizuho | Reiterates to Outperform | PT $95 | +7.1% | — | ||||||
| Analyst | Mizuho | Reiterates to buy | PT $125 | -0.9% | -13.8% | Read | |||||
| Analyst | TD Cowen | Lowers to hold | PT $110 | +4.5% | -1.8% | Read | |||||
| Analyst | Susquehanna | Reiterates to buy | PT $140 | +4.5% | -1.8% | Read | |||||
| Analyst | Needham | Reiterates to buy | PT $130 | +4.5% | -1.8% | Read | |||||
| Analyst | Evercore ISI Group | Reiterates to buy | PT $137 | +4.5% | -1.8% | Read | |||||
| Analyst | B. Riley Securities | Reiterates to buy | PT $135 | +4.5% | -1.8% | Read | |||||
| Analyst | Wells Fargo | Reiterates to buy | PT $140 | +1.1% | -16.4% | — | |||||
| 13F | Earnest Partners | Reduced | -30.37K sh | $223.32M | +2.7% | +11.3% | — | ||||
| 13F | Baillie Gifford | Reduced | -438.21K sh | $509.07M | +9.6% | +17.2% | Read | ||||
| 13F | Candriam S.C.A. | Reduced | -126.67K sh | $131.85M | -0.2% | +19.9% | — | ||||
| 13F | Brandywine Global Investment Management | Added | +275.08K sh | $174.65M | -0.7% | -17.7% | +17.1% | — |
1W / 1M / 6M = how ON moved from the trade or filing date.
Insider trading in ON: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Sudhir Gopalswamy | Group President, AMG & ISG | 1 | -$1.25M | Oct 1, 2026 |
Members of Congress trading ON
Institutions moving ON (13F)
Analyst ratings on ON
| Date | Firm | Action | Rating | Price target | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|
| StoneX | Reiterates | Buy | $110 | Read | ||||
| Wells Fargo | Reiterates | Overweight | $85 → $100 | -8.7% | — | |||
| Needham | Reiterates | Buy | $116 | -8.7% | — | |||
| Seaport Global | Reiterates | Buy | $100 | +3.7% | — | |||
| Wells Fargo | Reiterates | Overweight | $95 → $85 | +7.1% | — | |||
| Needham | Reiterates | Buy | $116 | +7.1% | — | |||
| Mizuho | Reiterates | Outperform | $110 → $95 | +7.1% | — | |||
| Mizuho | Reiterates | buy | $125 | -0.9% | -13.8% | Read | ||
| TD Cowen | Lowers | hold | $110 | +4.5% | -1.8% | Read | ||
| Susquehanna | Reiterates | buy | $140 | +4.5% | -1.8% | Read |
Frequently asked questions
Are ON insiders buying or selling?
Over the last 12 months 0 insiders made 0 open-market purchases worth $0 and 1 insider made 1 open-market sale worth $1.25M, a net -$1.25M.
What is the latest insider trade in ON?
Sudhir Gopalswamy, Group President, AMG & ISG filed a sell (open-market sale) of 15.58K sh worth $1.25M on Oct 1, 2026.
Which members of Congress traded ON?
1 disclosed trade by Gilbert Ray Cisneros Jr.. The latest was on Sep 28, 2026.
Which institutions changed their ON positions?
Recent 13F filers moving the stock include Y-Intercept (Hong Kong), Frank, Rimerman Advisors, Counterpoint Mutual Funds, Cache Advisors and V-Square Quantitative Management.
Other semiconductors stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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