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, Q1 2024
Institutional positions in Amdocs Ltd as of Mar 31, 2024. 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
- 509
- +2 vs. Q4 2023
- Shares held
- 108.4M
- +340.7K (+0.3%) vs. Q4 2023
- Total value
- $9.80B
- +$298.0M (+3.1%) vs. Q4 2023
- New holders
- 52
- 204 more added
- Sold out
- 50
- 181 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Amdocs Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $91 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $91 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 5 | $420 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $455 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 6 | $511 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $1.18K | 0.00% | −18−58.1% | Reduced |
| Raffa Wealth Management, LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $1.71K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $1.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $2.26K | 0.00% | +2+8.7% | Added |
| Federation des caisses Desjardins du Quebec | 26 | $2.35K | 0.00% | −20−43.5% | Reduced |
| Bokf, NA | 33 | $2.98K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $2.98K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 33 | $2.98K | 0.00% | +33 | New |
| VitalStone Financial, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $3.16K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 41 | $3.71K | 0.00% | +8+24.2% | Added |
| Whittier Trust Co of Nevada Inc | 42 | $3.79K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 42 | $3.80K | 0.00% | −636−93.8% | Reduced |
| Sound Income Strategies, LLC | 43 | $3.89K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 47 | $4.25K | 0.00% | −8−14.5% | Reduced |
| ClariVest Asset Management LLC | 48 | $4.34K | 0.00% | −4−7.7% | Reduced |
| FSA Wealth Management LLC | 48 | $4.34K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 52 | $4.70K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 53 | $4.79K | 0.00% | +53 | New |
| Exchange Traded Concepts, LLC | 56 | $5.06K | 0.00% | +56 | New |
| First Financial Corp | 59 | $5.33K | 0.00% | −107−64.5% | Reduced |
| Castleview Partners, LLC | 63 | $5.69K | 0.00% | +31+96.9% | Added |
| Gilliland Jeter Wealth Management LLC | 64 | $5.78K | 0.00% | +64 | New |
| Clearstead Advisors, LLC | 79 | $6.64K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 76 | $6.87K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 80 | $7.23K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 80 | $7.23K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 84 | $7.59K | 0.01% | +6+7.7% | Added |
| Geneos Wealth Management Inc. | 84 | $7.60K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 85 | $7.72K | 0.00% | +82+2,733.3% | Added |
| Continuum Advisory, LLC | 97 | $7.92K | 0.00% | +97 | New |
| Parkside Financial Bank & Trust | 96 | $8.68K | 0.00% | −5−5.0% | Reduced |
| JFS Wealth Advisors, LLC | 97 | $8.77K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 101 | $9.13K | 0.00% | +41+68.3% | Added |
| M&R Capital Management Inc | 110 | $9.94K | 0.00% | +110 | New |
| Benjamin F. Edwards & Company, Inc. | 108 | $10.0K | 0.00% | −53−32.9% | Reduced |
| Umb Bank N A | 111 | $10.0K | 0.00% | −51−31.5% | Reduced |
| Tortoise Investment Management, LLC | 121 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 127 | $11.4K | 0.00% | +51+67.1% | Added |
| Assetmark, Inc | 129 | $11.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 142 | $12.8K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 155 | $14.0K | 0.01% | +155 | New |
| SYSTM Wealth Solutions LLC | 171 | $15.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 175 | $15.8K | 0.00% | +12+7.4% | Added |
| Private Trust Co NA | 186 | $16.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 204 | $18.0K | 0.00% | −7−3.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 200 | $18.1K | 0.01% | +200 | New |
| Global Retirement Partners, LLC | 217 | $19.6K | 0.00% | +48+28.4% | Added |
| Smithfield Trust Co | 220 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 234 | $21.1K | 0.00% | +14+6.4% | Added |
| TD Private Client Wealth LLC | 245 | $22.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 275 | $23.1K | 0.00% | +162+143.4% | Added |
| Altshuler Shaham Ltd | 264 | $23.9K | 0.00% | −35−11.7% | Reduced |
| Trifecta Capital Advisors, LLC | 275 | $24.9K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $27.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 306 | $27.6K | 0.00% | −3,337−91.6% | Reduced |
| Operose Advisors LLC | 310 | $28.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 314 | $28.4K | 0.01% | +44+16.3% | Added |
| NBC Securities, Inc. | 327 | $29.0K | 0.00% | +102+45.3% | Added |
| Norwood Financial Corp | 360 | $32.5K | 0.05% | +360 | New |
| Washington Trust Co | 500 | $45.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 505 | $45.6K | 0.00% | +48+10.5% | Added |
| Spire Wealth Management | 537 | $48.6K | 0.00% | +36+7.2% | Added |
| Central Pacific Bank - Trust Division | 583 | $52.6K | 0.01% | +583 | New |
| VisionPoint Advisory Group, LLC | 585 | $52.9K | 0.02% | +22+3.9% | Added |
| Riverview Trust Co | 611 | $55.2K | 0.04% | +611 | New |
| Point72 (DIFC) Ltd | 698 | $63.1K | 0.00% | +698 | New |
| Edmond de Rothschild Holding S.A. | 743 | $67.1K | 0.00% | −3,623−83.0% | Reduced |
| Deseret Mutual Benefit Administrators | 765 | $69.1K | 0.03% | −57−6.9% | Reduced |
| Allworth Financial LP | 893 | $80.7K | 0.00% | +12+1.4% | Added |
| American International Group, Inc. | 948 | $85.7K | 0.00% | −16−1.7% | Reduced |
| Principal Securities, Inc. | 951 | $85.9K | 0.00% | +234+32.6% | Added |
| Ronald Blue Trust, Inc. | 964 | $87.1K | 0.00% | −454−32.0% | Reduced |
| Salem Investment Counselors Inc | 968 | $87.9K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $90.4K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,019 | $92.1K | 0.03% | +1,019 | New |
| Credit Agricole S A | 1,120 | $95.3K | 0.00% | −57,943−98.1% | Reduced |
| Quent Capital, LLC | 1,057 | $95.6K | 0.01% | −91−7.9% | Reduced |
| C M Bidwell & Associates Ltd | 1,105 | $99.9K | 0.07% | +15+1.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,145 | $103.5K | 0.03% | +1,145 | New |
| Quarry LP | 1,189 | $107.5K | 0.04% | +533+81.3% | Added |
| Nomura Asset Management Co Ltd | 1,214 | $109.7K | 0.00% | −169−12.2% | Reduced |
| Quadrant Capital Group LLC | 1,337 | $120.8K | 0.01% | −12−0.9% | Reduced |
| Impact Partnership Wealth, LLC | 1,447 | $130.8K | 0.05% | −92−6.0% | Reduced |
| Asset Management One Co.,Ltd. | 1,490 | $134.7K | 0.00% | +179+13.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,677 | $151.6K | 0.00% | −90−5.1% | Reduced |
| Covestor Ltd | 1,700 | $154.0K | 0.10% | −365−17.7% | Reduced |