Amdocs Ltd
DOX- Exchange
- Nasdaq
- Industry
- Services-Computer Programming Services
- SEC CIK
- 0001062579
No open-market purchases or sales by Amdocs Ltd insiders were filed in the last 90 days; 448 institutions reported holding it in 13F filings for Q2 2026, worth $5.28B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Amdocs Ltd as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 510
- +34 vs. Q3 2023
- Shares held
- 108.3M
- −1.87M (−1.7%) vs. Q3 2023
- Total value
- $9.52B
- +$203.9M (+2.2%) vs. Q3 2023
- New holders
- 78
- 177 more added
- Sold out
- 44
- 183 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DOX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 448 | $5.28B |
| Q1 2026 | 476 | $6.81B |
| Q4 2025 | 492 | $8.38B |
| Q3 2025 | 527 | $8.71B |
| Q2 2025 | 543 | $9.57B |
| Q1 2025 | 513 | $9.83B |
| Q4 2024 | 514 | $9.20B |
| Q3 2024 | 500 | $9.39B |
| Q2 2024 | 502 | $8.48B |
| Q1 2024 | 509 | $9.80B |
| Q4 2023 | 510 | $9.52B |
| Q3 2023 | 484 | $9.34B |
| Q2 2023 | 468 | $11.0B |
| Q1 2023 | 457 | $11.0B |
| Q4 2022 | 460 | $10.3B |
| Q3 2022 | 451 | $9.07B |
| Q2 2022 | 452 | $9.52B |
| Q1 2022 | 433 | $9.47B |
| Q4 2021 | 417 | $8.57B |
| Q3 2021 | 412 | $8.82B |
| Q2 2021 | 425 | $9.17B |
| Q1 2021 | 440 | $8.36B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Amdocs Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 1 | $66 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $88 | 0.00% | +1 | New |
| Group One Trading, L.P. | 2 | $176 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 3 | $282 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $425 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $439 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $448 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $704 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $741 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $967 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | −52−81.3% | Reduced |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 12 | $1.05K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $1.67K | 0.00% | +19 | New |
| Rosenberg Matthew Hamilton | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $1.85K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.85K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 23 | $2.02K | 0.00% | −2−8.0% | Reduced |
| FinTrust Capital Advisors, LLC | 23 | $2.02K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $2.64K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $2.73K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 32 | $2.81K | 0.00% | +32 | New |
| Bokf, NA | 33 | $2.90K | 0.00% | −24−42.1% | Reduced |
| Versant Capital Management, Inc | 33 | $2.90K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 33 | $2.90K | 0.00% | +33 | New |
| VitalStone Financial, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $3.08K | 0.00% | +35 | New |
| Whittier Trust Co of Nevada Inc | 42 | $3.69K | 0.00% | −1−2.3% | Reduced |
| Sound Income Strategies, LLC | 43 | $3.78K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 48 | $4.00K | 0.00% | +48 | New |
| Federation des caisses Desjardins du Quebec | 46 | $4.02K | 0.00% | +20+76.9% | Added |
| ClariVest Asset Management LLC | 52 | $4.57K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 52 | $4.57K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $4.83K | 0.00% | +24+77.4% | Added |
| South State Corp. | 60 | $5.27K | 0.00% | −66−52.4% | Reduced |
| BKM Wealth Management, LLC | 72 | $6.33K | 0.00% | +72 | New |
| Farther Finance Advisors, LLC | 76 | $6.65K | 0.00% | +51+204.0% | Added |
| Frazier Financial Advisors, LLC | 78 | $6.86K | 0.01% | +78 | New |
| Clearstead Advisors, LLC | 79 | $6.94K | 0.00% | −2−2.5% | Reduced |
| Bell Investment Advisors, Inc | 80 | $7.03K | 0.00% | −26−24.5% | Reduced |
| WealthCollab, LLC | 80 | $7.03K | 0.01% | +80 | New |
| Geneos Wealth Management Inc. | 84 | $7.39K | 0.00% | +7+9.1% | Added |
| JFS Wealth Advisors, LLC | 97 | $8.53K | 0.00% | −6−5.8% | Reduced |
| Parkside Financial Bank & Trust | 101 | $8.88K | 0.00% | −32−24.1% | Reduced |
| EverSource Wealth Advisors, LLC | 113 | $9.93K | 0.00% | +66+140.4% | Added |
| Tortoise Investment Management, LLC | 121 | $10.6K | 0.00% | −84−41.0% | Reduced |
| Loomis Sayles & Co L P | 121 | $11.0K | 0.00% | +121 | New |
| Assetmark, Inc | 129 | $11.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 142 | $12.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 161 | $14.0K | 0.00% | +107+198.1% | Added |
| Umb Bank N A | 162 | $14.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 163 | $14.3K | 0.00% | +98+150.8% | Added |
| First Financial Corp | 166 | $14.6K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 171 | $15.1K | 0.00% | +171 | New |
| Global Retirement Partners, LLC | 169 | $15.3K | 0.00% | −8−4.5% | Reduced |
| Private Trust Co NA | 186 | $16.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 225 | $19.0K | 0.00% | −40−15.1% | Reduced |
| Smithfield Trust Co | 220 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 211 | $19.0K | 0.00% | +7+3.4% | Added |
| Harbour Investments, Inc. | 220 | $19.3K | 0.00% | +9+4.3% | Added |
| TD Private Client Wealth LLC | 245 | $21.5K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 265 | $23.0K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 275 | $24.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 270 | $24.8K | 0.01% | +270 | New |
| Altshuler Shaham Ltd | 299 | $26.3K | 0.00% | −6−2.0% | Reduced |
| Oakworth Capital, Inc. | 300 | $26.4K | 0.00% | +300 | New |
| Operose Advisors LLC | 310 | $27.2K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 364 | $32.0K | 0.06% | +156+75.0% | Added |
| IFP Advisors, Inc | 457 | $40.1K | 0.00% | −17−3.6% | Reduced |
| Washington Trust Co | 500 | $43.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 501 | $46.4K | 0.00% | +33+7.1% | Added |
| VisionPoint Advisory Group, LLC | 563 | $49.5K | 0.02% | +60+11.9% | Added |
| Quarry LP | 656 | $57.7K | 0.03% | +412+168.9% | Added |
| Brown Brothers Harriman & Co | 678 | $59.6K | 0.00% | −1−0.1% | Reduced |
| Principal Securities, Inc. | 717 | $63.0K | 0.00% | +717 | New |
| Deseret Mutual Benefit Administrators | 822 | $72.2K | 0.04% | −198−19.4% | Reduced |
| Allworth Financial LP | 881 | $77.4K | 0.00% | +34+4.0% | Added |
| American International Group, Inc. | 964 | $84.7K | 0.00% | −39−3.9% | Reduced |
| Salem Investment Counselors Inc | 968 | $85.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $87.9K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,090 | $95.8K | 0.07% | +5+0.5% | Added |
| Quent Capital, LLC | 1,148 | $100.9K | 0.01% | +246+27.3% | Added |
| Advisory Services Network, LLC | 1,160 | $101.9K | 0.00% | +1,160 | New |
| Johnson Financial Group, Inc. | 1,491 | $103.5K | 0.01% | −1,888−55.9% | Reduced |
| Point72 Hong Kong Ltd | 1,295 | $113.8K | 0.01% | +1,295 | New |
| Asset Management One Co.,Ltd. | 1,311 | $115.2K | 0.00% | −114−8.0% | Reduced |
| Quadrant Capital Group LLC | 1,349 | $118.6K | 0.01% | +11+0.8% | Added |
| Ronald Blue Trust, Inc. | 1,418 | $119.0K | 0.00% | +215+17.9% | Added |
| Nomura Asset Management Co Ltd | 1,383 | $121.6K | 0.00% | +100+7.8% | Added |
| Impact Partnership Wealth, LLC | 1,539 | $135.3K | 0.05% | −489−24.1% | Reduced |
| Meeder Asset Management Inc | 1,550 | $136.2K | 0.01% | +1,550 | New |
| Steward Partners Investment Advisory, LLC | 1,767 | $155.3K | 0.00% | −423−19.3% | Reduced |
| GeoWealth Management, LLC | 1,832 | $162.0K | 0.01% | +1,124+158.8% | Added |
| Manchester Capital Management LLC | 1,850 | $162.6K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,865 | $163.9K | 0.00% | −1,609−46.3% | Reduced |
| Covestor Ltd | 2,065 | $182.0K | 0.12% | +540+35.4% | Added |
| MetLife Investment Management | 2,280 | $200.4K | 0.00% | −79−3.3% | Reduced |
| Beacon Pointe Advisors, LLC | 2,281 | $200.5K | 0.00% | +2,281 | New |