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Avnet, Inc.

AVT Technology
$85.64 $-1.18 (-1.36%)
Market Cap: $7.04 B
Gurus Holding
9
Popularity Rank
#561
% of Shares Held
9.22%
Net Activity (Q2 2026)
-$226.75 M

Guru Ownership Trend

Guru Analysis for Avnet, Inc. (AVT)

Avnet, Inc. (AVT), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $649.63 M.

Top institutional holders include Cliff Asness and Richard Pzena.

Institutional sentiment is currently Bearish. This is evidenced by a $226.75 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 217.5%. Conversely, Paul Tudor Jones reduced exposure by 86.2%.

Key Holders

Top 5 by Value

$346.14 M
$172.03 M
$127.8 M
$24.19 M
$8.83 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$23.83 M
Total Buy Value
New Buys 1
Additions 4
-$250.58 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for Avnet, Inc. (AVT)

Major holders include Cliff Asness ($346.14 M), Richard Pzena ($172.03 M), HOTCHKIS & WILEY ($127.8 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 7.59 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $226.75 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited AVT. The total reported sell value was $250.58 M.

Yes, 1 managers opened new positions in AVT, and 4 increased their existing holdings. The total reported buy value was $23.83 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 2.2% 3,932,509 $346.14 M Q2 2026
0.50% Reduce -44.8% 1,721,142 $172.03 M Q3 2026
0.37% Reduce -6.7% 1,438,823 $127.8 M Q2 2026
0.06% Reduce -17.4% 272,339 $24.19 M Q2 2026
0.02% Reduce -22.1% 99,443 $8.83 M Q2 2026
0.03% Add 217.5% 81,161 $7.21 M Q2 2026
0.00% Reduce -51.1% 29,590 $2.63 M Q2 2026
0.00% New Buy 5,771 $512,580 Q2 2026
0.00% Reduce -86.2% 4,814 $427,579 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form