Onto Innovation Inc (ONTO) 13F Holdings Overview (Q2 2026)

ONTO ranks #789 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ONTO is a top-conviction position for TT International Asset Management LTD — at 11.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ONTO belongs to BlackRock, Inc., but the position matters far more to TT International Asset Management LTD, who has 11.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its ONTO position for two straight quarters, increasing it by $1.3B to reach $2.1B today.

Channing Capital Management, LLC has trimmed its ONTO position for two straight quarters, cutting it by $71.7M while still holding $10.2M.

ONTO is down 4.1% today, but institutions show net buying of $9.9B this quarter — a divergence between today's price move and the underlying institutional flow.

ONTO posted net income of $132.6M over the trailing twelve months, and currently trades at a P/E of 95.3.

• Profitable — net income of $132.6M over the trailing twelve months
• Revenue grew 8.1% year over year
• Net income declined year over year, from $199.9M to $132.6M
• Generated $328.3M in positive operating cash flow
• Current ratio of 5.79x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.13x equity — within a conventional range