ONTO INNOVATION INC ONTO
COM · Common Stock · CUSIP 683344105 · ISIN US6833441057
American semiconductor company
- SectorTechnology
- IndustryMeasuring & Controlling Devices, NEC
- HeadquartersWilmington, MA
- Founded1940
- Websiteontoinnovation.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.7m this quarter). Holder counts are more reliable. Shares outstanding: 49.1m as of 2024-02-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $152.87. Options: 9 managers hold calls ($26.9m notional), 7 hold puts ($9.9m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 300 |
| Q4 2022 | 298 |
| Q1 2023 | 298 |
| Q2 2023 | 329 |
| Q3 2023 | 360 |
| Q4 2023 | 391 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 115 | 157 |
| Q1 2023 | 135 | 138 |
| Q2 2023 | 148 | 157 |
| Q3 2023 | 174 | 174 |
| Q4 2023 | 189 | 185 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $5.3m | $2.8m | 0.53 |
| Q2 2023 | $10.2m | $2.6m | 0.26 |
| Q3 2023 | $25.3m | $7.7m | 0.31 |
| Q4 2023 | $26.9m | $9.9m | 0.37 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +1.2m |
| LORD, ABBETT & CO. LLC | New | +532.1k |
| MARSHALL WACE, LLP | New | +454.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +371.6k |
| MORGAN STANLEY | Added | +265.1k |
| Allspring Global Investments Holdings, LLC | Added | +265.0k |
| Nuveen Asset Management, LLC | Added | +204.5k |
| Munro Partners | New | +199.9k |
| Driehaus Capital Management LLC | Added | +190.7k |
| SANDLER CAPITAL MANAGEMENT | New | +138.9k |
Biggest sellers
| BlackRock Inc. | Reduced | -1.5m |
| VANGUARD GROUP INC | Reduced | -539.5k |
| FRANKLIN RESOURCES INC | Reduced | -370.0k |
| Fisher Asset Management, LLC | Reduced | -218.9k |
| Whale Rock Capital Management LLC | Sold out | -180.2k |
| Robeco Schweiz AG | Reduced | -131.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -112.1k |
| TimesSquare Capital Management, LLC | Reduced | -93.2k |
| Nishkama Capital, LLC | Sold out | -87.5k |
| ROYCE & ASSOCIATES LP | Reduced | -86.5k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $8.9m58.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.5m55.5k shares |
| CITADEL ADVISORS LLC | Reduced | $6.0m39.5k shares |
| PEAK6 Investments LLC | Reduced | $1.7m10.8k shares |
| SIMPLEX TRADING, LLC | Added | $947.0k6.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $382.2k2.5k shares |
| GTS SECURITIES LLC | Reduced | $259.9k1.7k shares |
| Cubist Systematic Strategies, LLC | Reduced | $229.3k1.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $5.6m36.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.8m18.1k shares |
| PEAK6 Investments LLC | Reduced | $458.7k3.0k shares |
| WOLVERINE TRADING, LLC | Added | $428.1k2.8k shares |
| Walleye Trading LLC | Added | $321.1k2.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $290.0k1.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.0 pts · filed 2025-10-17 | 10.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 2 | $6.0m | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $59.0k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 3 | $1.4m | $308.5k |
| Q3 2023 | 0 | — | 4 | $5.0m | $4.8m |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 6.1m $939.6m | Reduced -1.5m |
| VANGUARD GROUP INC 0.02% of their portfolio | 5.2m $793.4m | Reduced -539.5k |
| T. Rowe Price Investment Management, Inc. 0.20% of their portfolio | 2.0m $303.9m | Reduced -10.3k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $254.4m | Reduced -58.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.6m $237.5m | Added +1.2m |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.3m $203.3m | Reduced -112.1k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 9.29% of their portfolio | 1.2m $178.7m | Reduced -13.9k |
| GENEVA CAPITAL MANAGEMENT LLC 3.31% of their portfolio | 1.1m $175.2m | Reduced -434 |
| ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio | 1.1m $172.0m | Added +43.9k |
| Invesco Ltd. 0.04% of their portfolio | 1.1m $162.5m | Reduced -11.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.1m $161.6m | Added +73.0k |
| FMR LLC 0.01% of their portfolio | 1.0m $159.8m | Added +39.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 946.9k $144.8m | Added +371.6k |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 945.8k $144.6m | Reduced -370.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 844.6k $129.1m | Added +96.9k |
| Fisher Asset Management, LLC 0.07% of their portfolio | 817.0k $124.9m | Reduced -218.9k |
| MORGAN STANLEY 0.00% of their portfolio | 689.1k $105.4m | Added +265.1k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 687.4k $105.1m | Added +79.1k |
| Stephens Investment Management Group LLC 1.44% of their portfolio | 643.9k $98.5m | Reduced -15.7k |
| Hood River Capital Management LLC 2.65% of their portfolio | 629.1k $96.2m | Added +11.0k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 619.6k $94.7m | Added +204.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 594.8k $90.9m | Reduced -6.4k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 588.3k $90.0m | Added +16.9k |
| NORGES BANK 0.02% of their portfolio | 587.2k $89.8m | Added +53.3k |
| Driehaus Capital Management LLC 1.05% of their portfolio | 569.9k $87.1m | Added +190.7k |
| BROWN ADVISORY INC 0.12% of their portfolio | 557.5k $85.2m | Added +20.5k |
| LORD, ABBETT & CO. LLC 0.14% of their portfolio | 532.1k $81.4m | New |
| Bank of New York Mellon Corp 0.02% of their portfolio | 486.1k $74.3m | Added +23.1k |
| MARSHALL WACE, LLP 0.13% of their portfolio | 454.6k $69.5m | New |
| CONGRESS ASSET MANAGEMENT CO 0.52% of their portfolio | 434.7k $66.5m | Reduced -15.3k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 428.1k $65.5m | Reduced -70.9k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 420.1k $64.2m | Reduced -44.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 404.6k $61.9m | Added +132.7k |
| Robeco Schweiz AG 1.01% of their portfolio | 392.0k $59.9m | Reduced -131.0k |
| ROYCE & ASSOCIATES LP 0.51% of their portfolio | 362.9k $55.5m | Reduced -86.5k |
| LOOMIS SAYLES & CO L P 0.08% of their portfolio | 354.8k $54.2m | Added +19.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 346.8k $53.0m | Reduced -7.7k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 319.7k $48.9m | Added +54.9k |
| Port Capital LLC 2.54% of their portfolio | 298.4k $45.6m | Added +1.3k |
| Allspring Global Investments Holdings, LLC 0.08% of their portfolio | 296.0k $45.3m | Added +265.0k |
| EAGLE ASSET MANAGEMENT INC 0.24% of their portfolio | 295.8k $45.2m | Added +79.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 290.9k $44.5m | Added +508 |
| PALISADE CAPITAL MANAGEMENT, LP 1.09% of their portfolio | 267.8k $40.9m | Reduced -67.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 1.15% of their portfolio | 253.4k $38.8m | Reduced -15.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 234.2k $35.8m | Reduced -35.5k |
| Aberdeen Group plc 0.07% of their portfolio | 215.7k $33.0m | Reduced -70.1k |
| Munro Partners 1.41% of their portfolio | 199.9k $30.6m | New |
| TimesSquare Capital Management, LLC 0.45% of their portfolio | 198.4k $30.3m | Reduced -93.2k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 197.0k $30.1m | Unchanged |
| TT International Asset Management LTD 3.82% of their portfolio | 195.6k $29.9m | Added +79.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 178.2k $27.2m | Added +62.8k |
| PUTNAM INVESTMENTS LLC 0.04% of their portfolio | 173.6k $26.5m | Added +9.0k |
| Tributary Capital Management, LLC 2.12% of their portfolio | 165.0k $25.2m | Reduced -2.8k |
| CI INVESTMENTS INC. 0.13% of their portfolio | 160.8k $24.6m | Added +108.8k |
| VALUE HOLDINGS MANAGEMENT CO. LLC 4.97% of their portfolio | 160.8k $24.6m | Reduced -16.0k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.17% of their portfolio | 160.6k $24.6m | Reduced -18.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 157.6k $24.1m | Reduced -9.5k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 156.4k $23.9m | Added +11.0k |
| EMERALD ADVISERS, LLC 1.01% of their portfolio | 153.6k $23.5m | Added +71.3k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 147.8k $22.6m | Added +89.6k |
| Amundi 0.01% of their portfolio | 144.6k $20.9m | Reduced -3.6k |
| SEGALL BRYANT & HAMILL, LLC 0.42% of their portfolio | 142.3k $21.8m | Reduced -13.2k |
| SANDLER CAPITAL MANAGEMENT 2.74% of their portfolio | 138.9k $21.2m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 130.9k $20.0m | Added +550 |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.02% of their portfolio | 126.3k $19.3m | Added +58.3k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 124.8k $19.1m | Added +20.4k |
| GREAT LAKES ADVISORS, LLC 0.18% of their portfolio | 122.9k $18.8m | Reduced -34.0k |
| BARCLAYS PLC 0.01% of their portfolio | 120.9k $18.5m | Added +54.7k |
| BESSEMER GROUP INC 0.03% of their portfolio | 112.1k $17.1m | Added +21.7k |
| Bares Capital Management, Inc. 0.67% of their portfolio | 112.0k $17.1m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 110.1k $16.8m | Reduced -20.6k |
| Legal & General Group Plc 0.01% of their portfolio | 107.5k $16.4m | Reduced -60.5k |
| Impax Asset Management Group plc 0.07% of their portfolio | 107.1k $16.4m | Reduced -18.0k |
| Swiss National Bank 0.01% of their portfolio | 96.6k $14.8m | Reduced -10.9k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.06% of their portfolio | 90.3k $13.8m | Added +63.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 89.9k $13.7m | Added +1.5k |
| South Street Advisors LLC 2.53% of their portfolio | 88.7k $13.6m | Added +420 |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 86.7k $13.3m | Reduced -5.2k |
| Epoch Investment Partners, Inc. 0.06% of their portfolio | 85.9k $13.1m | Reduced -7.5k |
| Weiss Asset Management LP 0.91% of their portfolio | 83.4k $12.8m | Reduced -26.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 80.0k $12.2m | Added +6.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 79.3k $12.1m | Added +72.0k |
| Telemark Asset Management, LLC 1.71% of their portfolio | 75.0k $11.5m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 73.2k $11.2m | Reduced -7.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 72.6k $11.1m | Reduced -15.6k |
| TUDOR INVESTMENT CORP ET AL 0.15% of their portfolio | 70.5k $10.8m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.08% of their portfolio | 69.9k $10.7m | Reduced -16.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 69.9k $10.7m | Reduced -10.0k |
| Polar Asset Management Partners Inc. 0.28% of their portfolio | 67.5k $10.3m | Added +19.3k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 66.7k $10.2m | Added +19.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 66.4k $10.1m | Added +1.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 64.9k $9.9m | Reduced -10.8k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 64.6k $9.9m | Added +15.4k |
| Retirement Systems of Alabama 0.04% of their portfolio | 61.5k $9.4m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 60.6k $9.3m | Reduced -17.7k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 60.4k $9.2m | Added +20.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 59.9k $9.2m | Added +1.5k |
| CW Advisors, LLC 0.17% of their portfolio | 59.4k $9.1m | Reduced -6.6k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 58.6k $9.0m | Added +20.3k |
| Granahan Investment Management, LLC 0.29% of their portfolio | 58.2k $8.9m | Reduced -16.2k |