ONON

On Holding AG-Class A Cross-source read$27.26 0.26%
Consumer DiscretionaryCUSIP H5919C104· EOD Sep 18, 2026

Among active 13F managers last quarter, 5 opened and 31 added, while 24 reduced; the largest holder to move was Lone Pine Capital LLC (new position). Over the last 180 days, 3 insiders bought and 3 insiders sold, a net +$9.8M in open-market trades.

Tracked 13F holders
436
317 in Q2 2026 filings
13F value (tracked)
$6.4B
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
36 adding · 24 trimming
Insiders · Form 4 open-market, 180d
3 buying · 3 selling · +$9.8M
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$27.26 0.26%5Y -24.3%
$12.24$26.04$39.84$53.63$67.4320212022202320242025202641292229202615341735193834463745465445685164678467108941201011101241301331601386139174611512422
Hover for who · click for detailEnd-of-day closing prices52w $26.76 – $50.63

Who owns ONON?

436 tracked 13F filers · ranked by shares held

436 tracked 13F filers disclose a position in ONON as of the latest SEC 13F filings, a combined $6.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley22.5M
$764.3M
−6.8%
Reduced · −1.7M sh
Q1 2026
2FMR LLC16.0M
$568.1M
−33%
Reduced · −8.0M sh
Q2 2026
3Lone Pine Capital LLC13.3M
$470.4M
New
+13.3M sh
Q2 2026
4Sinvest Investments II Ltd.8.4M
$297.5M
Held
Q2 2026
5Sands Capital Management, LLC7.5M
$265.1M
+18%
Added · +1.2M sh
Q2 2026
6UBS Group AG7.4M
$250.2M
+100%
Added · +3.7M sh
Q1 2026
7Citadel Advisors LLC7.1M
$251.5M
+85%
Added · +3.3M sh
Q2 2026
8AllianceBernstein L.P.5.7M
$264.6M
−49%
Reduced · −5.4M sh
Q1 2026
9BlackRock, Inc.5.5M
$196.1M
−3.9%
Reduced · −227K sh
Q2 2026
10Jane Street Group, LLC5.2M
$177.9M
+548%
Added · +4.4M sh
Q1 2026
11JPMorgan Chase & Co4.1M
$130.1M
−3.6%
Reduced · −151K sh
Q1 2026
12Ilex Capital Partners (UK) LLP3.0M
$107.3M
−54%
Reduced · −3.6M sh
Q2 2026
13American Century Companies Inc2.9M
$100.2M
−7.3%
Reduced · −233K sh
Q1 2026
14Norges Bank2.8M
$128.8M
+4.0%
Added · +108K sh
Q4 2025
15Ameriprise Financial Inc2.6M
$86.3M
−15%
Reduced · −457K sh
Q1 2026
16Goldman Sachs Group Inc2.6M
$88.3M
+124%
Added · +1.4M sh
Q1 2026
17State Street Corp2.4M
$86.6M
−3.3%
Reduced · −83K sh
Q2 2026
18Pertento Partners LLP2.2M
$78.9M
+614%
Added · +1.9M sh
Q2 2026
19Federated Hermes, Inc.2.1M
$73.1M
+141%
Added · +1.3M sh
Q1 2026
20Freestone Grove Partners LP2.0M
$71.7M
2M×
Added · +2.0M sh
Q2 2026
21Clearbridge Investments, LLC2.0M
$67.0M
−9.7%
Reduced · −211K sh
Q1 2026
22Jennison Associates LLC2.0M
$66.6M
−27%
Reduced · −741K sh
Q1 2026
23Balyasny Asset Management L.P.1.9M
$63.9M
+6.8%
Added · +119K sh
Q1 2026
24Franklin Templeton Inc1.8M
$60.9M
−16%
Reduced · −336K sh
Q1 2026
25Millennium Management LLC1.7M
$57.4M
+49%
Added · +551K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is ONON being bought or sold by institutions?

Last quarter, 5 funds opened a new position in ONON and 31 added to an existing one, while 24 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
31
added to an existing position
Reduced
24
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ONON also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN260 funds$188.0B
Nvidia CorpNVDA257 funds$365.7B
Microsoft CorpMSFT256 funds$232.2B
Meta Platforms Inc-Class AMETA252 funds$103.4B
Alphabet Inc-CL AGOOGL247 funds$161.2B
Eli Lilly & CoLLY247 funds$78.5B
Apple IncAAPL242 funds$258.8B
Visa Inc-Class A SharesV240 funds$55.8B
JPMorgan Chase & CoJPM239 funds$54.9B
Broadcom IncAVGO238 funds$147.0B
Costco Wholesale CorpCOST236 funds$34.3B
Advanced Micro DevicesAMD235 funds$51.0B

Ranked by how many of ONON's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ONON.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$10.6M
3 insiders
Sells · 180d
$830K
3 insiders
Net · 180d
$9.8M
16 open-market transactions
DateInsiderRoleActionSharesValue
Sep 8, 2026Sluis FrankCFOSell (S)687$19K
Sep 8, 2026Maguire Scott AndrewCOOSell (S)1K$41K
Aug 14, 2026Coppetti Caspar FelixExecutive Officer & Co-CEO, DirectorBuy (P)65K$2.0M
Aug 14, 2026Bernhard OlivierExecutive Officer, DirectorBuy (P)65K$2.0M
Jun 8, 2026Maguire Scott AndrewCOOSell (S)2K$55K
May 14, 2026Allemann David MichaelExecutive Officer & Co-CEO, DirectorBuy (P)
2 lots, same day
60K$2.2M
May 14, 2026Bernhard OlivierExecutive Officer, DirectorBuy (P)
2 lots, same day
60K$2.2M
May 14, 2026Coppetti Caspar FelixExecutive Officer & Co-CEO, DirectorBuy (P)
2 lots, same day
60K$2.2M
Apr 27, 2026Hoffmann MartinCEOSell (S)4K$149K
Apr 20, 2026Hoffmann MartinCEOSell (S)4K$152K
Apr 13, 2026Hoffmann MartinCEOSell (S)4K$141K
Apr 6, 2026Hoffmann MartinCEOSell (S)4K$139K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4344
Insiders
Form 4 open-market
33+$9.8M
US House
STOCK Act trades
00$0
Sector rotation
ONON is in Consumer Discretionary, which smart money is rotating OUT OF
$3.0B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

317 tracked filers in Q2 2026 filingsstill filing
0230459Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $3.4B · 2 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for ONON

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Ask your agent what changed in ONON

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ONON/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ONON.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ONON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.