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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 2,480 | $218.0K | 0.03% | −473−16.0% | Reduced |
| First Eagle Investment Management, LLC | 2,448 | $215.2K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 2,439 | $214.4K | 0.02% | −43−1.7% | Reduced |
| Mather Group, LLC. | 2,430 | $213.6K | 0.00% | −264−9.8% | Reduced |
| Marex Group plc | 2,405 | $211.4K | 0.01% | +2,405 | New |
| Lido Advisors, LLC | 2,355 | $208.0K | 0.00% | −2,059−46.6% | Reduced |
| Phillips Wealth Planners LLC | 2,233 | $203.3K | 0.24% | +2,233 | New |
| Intech Investment Management LLC | 2,309 | $202.9K | 0.00% | +2,309 | New |
| Wrapmanager Inc | 2,305 | $202.6K | 0.06% | +2,305 | New |
| Pictet Asset Management Holding SA | 2,289 | $201.2K | 0.00% | +2,289 | New |
| Beacon Pointe Advisors, LLC | 2,281 | $200.5K | 0.00% | +2,281 | New |
| MetLife Investment Management | 2,280 | $200.4K | 0.00% | −79−3.3% | Reduced |
| Covestor Ltd | 2,065 | $182.0K | 0.12% | +540+35.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,865 | $163.9K | 0.00% | −1,609−46.3% | Reduced |
| Manchester Capital Management LLC | 1,850 | $162.6K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,832 | $162.0K | 0.01% | +1,124+158.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,767 | $155.3K | 0.00% | −423−19.3% | Reduced |
| Meeder Asset Management Inc | 1,550 | $136.2K | 0.01% | +1,550 | New |
| Impact Partnership Wealth, LLC | 1,539 | $135.3K | 0.05% | −489−24.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,383 | $121.6K | 0.00% | +100+7.8% | Added |
| Ronald Blue Trust, Inc. | 1,418 | $119.0K | 0.00% | +215+17.9% | Added |
| Quadrant Capital Group LLC | 1,349 | $118.6K | 0.01% | +11+0.8% | Added |
| Asset Management One Co.,Ltd. | 1,311 | $115.2K | 0.00% | −114−8.0% | Reduced |
| Point72 Hong Kong Ltd | 1,295 | $113.8K | 0.01% | +1,295 | New |
| Johnson Financial Group, Inc. | 1,491 | $103.5K | 0.01% | −1,888−55.9% | Reduced |
| Advisory Services Network, LLC | 1,160 | $101.9K | 0.00% | +1,160 | New |
| Quent Capital, LLC | 1,148 | $100.9K | 0.01% | +246+27.3% | Added |
| C M Bidwell & Associates Ltd | 1,090 | $95.8K | 0.07% | +5+0.5% | Added |
| Optimum Investment Advisors | 1,000 | $87.9K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 968 | $85.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 964 | $84.7K | 0.00% | −39−3.9% | Reduced |
| Allworth Financial LP | 881 | $77.4K | 0.00% | +34+4.0% | Added |
| Deseret Mutual Benefit Administrators | 822 | $72.2K | 0.04% | −198−19.4% | Reduced |
| Principal Securities, Inc. | 717 | $63.0K | 0.00% | +717 | New |
| Brown Brothers Harriman & Co | 678 | $59.6K | 0.00% | −1−0.1% | Reduced |
| Quarry LP | 656 | $57.7K | 0.03% | +412+168.9% | Added |
| VisionPoint Advisory Group, LLC | 563 | $49.5K | 0.02% | +60+11.9% | Added |
| Spire Wealth Management | 501 | $46.4K | 0.00% | +33+7.1% | Added |
| Washington Trust Co | 500 | $43.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 457 | $40.1K | 0.00% | −17−3.6% | Reduced |
| West Tower Group, LLC | 364 | $32.0K | 0.06% | +156+75.0% | Added |
| Operose Advisors LLC | 310 | $27.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $26.4K | 0.00% | +300 | New |
| Altshuler Shaham Ltd | 299 | $26.3K | 0.00% | −6−2.0% | Reduced |
| GAMMA Investing LLC | 270 | $24.8K | 0.01% | +270 | New |
| Trifecta Capital Advisors, LLC | 275 | $24.2K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 265 | $23.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 245 | $21.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $19.3K | 0.00% | +9+4.3% | Added |
| 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 |
| Private Trust Co NA | 186 | $16.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 169 | $15.3K | 0.00% | −8−4.5% | Reduced |
| SYSTM Wealth Solutions LLC | 171 | $15.1K | 0.00% | +171 | New |
| First Financial Corp | 166 | $14.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 163 | $14.3K | 0.00% | +98+150.8% | Added |
| Umb Bank N A | 162 | $14.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 161 | $14.0K | 0.00% | +107+198.1% | Added |
| Larson Financial Group LLC | 142 | $12.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 129 | $11.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 121 | $11.0K | 0.00% | +121 | New |
| Tortoise Investment Management, LLC | 121 | $10.6K | 0.00% | −84−41.0% | Reduced |
| EverSource Wealth Advisors, LLC | 113 | $9.93K | 0.00% | +66+140.4% | Added |
| Parkside Financial Bank & Trust | 101 | $8.88K | 0.00% | −32−24.1% | Reduced |
| JFS Wealth Advisors, LLC | 97 | $8.53K | 0.00% | −6−5.8% | Reduced |
| Geneos Wealth Management Inc. | 84 | $7.39K | 0.00% | +7+9.1% | Added |
| Bell Investment Advisors, Inc | 80 | $7.03K | 0.00% | −26−24.5% | Reduced |
| WealthCollab, LLC | 80 | $7.03K | 0.01% | +80 | New |
| Clearstead Advisors, LLC | 79 | $6.94K | 0.00% | −2−2.5% | Reduced |
| Frazier Financial Advisors, LLC | 78 | $6.86K | 0.01% | +78 | New |
| Farther Finance Advisors, LLC | 76 | $6.65K | 0.00% | +51+204.0% | Added |
| BKM Wealth Management, LLC | 72 | $6.33K | 0.00% | +72 | New |
| South State Corp. | 60 | $5.27K | 0.00% | −66−52.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $4.83K | 0.00% | +24+77.4% | 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 |
| Federation des caisses Desjardins du Quebec | 46 | $4.02K | 0.00% | +20+76.9% | Added |
| FSA Wealth Management LLC | 48 | $4.00K | 0.00% | +48 | New |
| Sound Income Strategies, LLC | 43 | $3.78K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 42 | $3.69K | 0.00% | −1−2.3% | Reduced |
| Private Wealth Management Group, LLC | 35 | $3.08K | 0.00% | +35 | New |
| VitalStone Financial, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Castleview Partners, LLC | 32 | $2.81K | 0.00% | +32 | New |
| AdvisorNet Financial, Inc | 31 | $2.73K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $2.64K | 0.00% | 00.0% | Unchanged |
| 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 |
| Caldwell Sutter Capital, Inc. | 21 | $1.85K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.85K | 0.00% | +21 | New |
| Rosenberg Matthew Hamilton | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $1.67K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.05K | 0.00% | +12 | New |
| 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 |