13FPulse
AV

AVT AVNET INC

2026Q2 · CUSIP 053807103 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
496
Institutions that reported holding it to the SEC
Net increase in holders
+54
Last quarter 442 → now 496
How unusual is that
Top 5%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

496 funds held AVT at the end of 2026Q2, up 54 from the quarter before. That is stronger buying than 95.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $27.6B(YoY +24.5%), the P/E is 22.3x, return on equity is 6.7%. AVT has had 12 buying rushes in its history, and the price moved +1.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=321 2013Q4: holders=336 2014Q1: holders=337 2014Q2: holders=331 2014Q3: holders=335 2014Q4: holders=352 2015Q1: holders=353 2015Q2: holders=344 2015Q3: holders=360 2015Q4: holders=397 2016Q1: holders=372 2016Q2: holders=360 2016Q3: holders=347 2016Q4: holders=343 2017Q1: holders=349 2017Q2: holders=333 2017Q3: holders=331 2017Q4: holders=361 2018Q1: holders=365 2018Q2: holders=354 2018Q3: holders=374 2018Q4: holders=355 2019Q1: holders=329 2019Q2: holders=326 2019Q3: holders=320 2019Q4: holders=331 2020Q1: holders=284 2020Q2: holders=278 2020Q3: holders=273 2020Q4: holders=284 2021Q1: holders=286 2021Q2: holders=310 2021Q3: holders=297 2021Q4: holders=310 2022Q1: holders=323 2022Q2: holders=355 2022Q3: holders=331 2022Q4: holders=346 2023Q1: holders=339 2023Q2: holders=332 2023Q3: holders=353 2023Q4: holders=359 2024Q1: holders=356 2024Q2: holders=359 2024Q3: holders=360 2024Q4: holders=370 2025Q1: holders=379 2025Q2: holders=393 2025Q3: holders=406 2025Q4: holders=402 2026Q1: holders=442 2026Q2: holders=496 -54 -27 +0 +27 +54 245383521 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 10%
2023Q3 Top 10% -5.2% +13.9%
2022Q2 Top 5% +2.6% +6.0%
2022Q1 Top 20% -2.2% -4.8%
2021Q2 Top 20% +0.5% +7.6%
2018Q3 Top 10% +3.1% -0.4%
2017Q4 Top 20% -7.2% +13.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
219
Change in large funds
+25
Total value they hold
$7.8B
Funds buying for the first time
103
Funds that sold out entirely
49
Price change that quarter
+7.7%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
7

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.3
EPS (TTM)
$4.01
EPS YoY
+45.8%
Revenue (TTM)
$27.6B
Revenue YoY
+24.5%
Net margin
1.2%
ROE
6.7%
Debt ratio
67.4%
FCF (TTM)
-$354M
Dividend (TTM)
$1.40
Quarterly Revenue & EPS
2021-10-02: EPS 1.10 2022-01-01: EPS 1.50 2022-04-02: EPS 1.84 2022-07-02: EPS 2.50 2022-10-01: EPS 1.93 2022-12-31: EPS 2.63 2023-04-01: EPS 2.03 2023-07-01: EPS 1.67 2023-09-30: EPS 2.25 2023-12-30: EPS 1.28 2024-03-30: EPS 0.97 2024-06-29: EPS 0.93 2024-09-28: EPS 0.66 2024-12-28: EPS 0.99 2025-03-29: EPS 1.01 2025-06-28: EPS 0.09 2025-09-27: EPS 0.61 2025-12-27: EPS 0.75 2026-03-28: EPS 1.14 2026-06-27: EPS 1.51 0B 4.1B 8.3B $B 0.00 1.45 2.89 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 10 4 19 35 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-673M-108M457M 20162017201820192020202120222023202420252026
Latest quarter $-71M (2026-03-28)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-27 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.