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, Q2 2024
Institutional positions in Amdocs Ltd as of Jun 30, 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
- 502
- −1 vs. Q1 2024
- Shares held
- 107.4M
- −890.7K (−0.8%) vs. Q1 2024
- Total value
- $8.48B
- −$1.31B (−13.4%) vs. Q1 2024
- New holders
- 61
- 208 more added
- Sold out
- 62
- 179 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Amdocs Ltd; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 1 | $75 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 5 | $397 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 6 | $542 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $703 | 0.00% | +8 | New |
| Financial Network Wealth Advisors LLC | 9 | $710 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $711 | 0.00% | +8+800.0% | Added |
| Bruce G. Allen Investments, LLC | 12 | $947 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +1+8.3% | Added |
| Benjamin Edwards Inc | 9 | $1.00K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $1.42K | 0.00% | +18 | New |
| Rosenberg Matthew Hamilton | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $1.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.74K | 0.00% | −3−12.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $1.74K | 0.00% | +1+4.8% | Added |
| FinTrust Capital Advisors, LLC | 23 | $1.82K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $1.97K | 0.00% | −76−75.2% | Reduced |
| CoreCap Advisors, LLC | 26 | $2.05K | 0.00% | +26 | New |
| Kings Path Partners LLC | 26 | $2.05K | 0.00% | +26 | New |
| Frazier Financial Advisors, LLC | 28 | $2.21K | 0.00% | −56−66.7% | Reduced |
| Rakuten Securities, Inc. | 31 | $2.45K | 0.00% | +30+3,000.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 32 | $2.52K | 0.00% | −15−31.9% | Reduced |
| Register Financial Advisors LLC | 33 | $2.60K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 34 | $2.68K | 0.00% | −25−42.4% | Reduced |
| Private Wealth Management Group, LLC | 35 | $2.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.84K | 0.00% | +3+9.1% | Added |
| CVA Family Office, LLC | 36 | $2.84K | 0.00% | +36 | New |
| Whittier Trust Co of Nevada Inc | 41 | $3.23K | 0.00% | −1−2.4% | Reduced |
| Brown Brothers Harriman & Co | 42 | $3.31K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $3.39K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 46 | $3.63K | 0.00% | +46 | New |
| Lynx Investment Advisory | 47 | $3.71K | 0.00% | +47 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 47 | $3.74K | 0.00% | −1,098−95.9% | Reduced |
| Redwood Wealth Management Group, LLC | 50 | $3.95K | 0.00% | +50 | New |
| Benjamin F. Edwards & Company, Inc. | 54 | $4.00K | 0.00% | −54−50.0% | Reduced |
| Assetmark, Inc | 55 | $4.34K | 0.00% | −74−57.4% | Reduced |
| Elequin Capital LP | 60 | $4.74K | 0.00% | +60 | New |
| Gilliland Jeter Wealth Management LLC | 64 | $5.05K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 75 | $5.92K | 0.00% | −36−32.4% | Reduced |
| Laffer Tengler Investments | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $6.16K | 0.00% | −2−2.5% | Reduced |
| Clearstead Advisors, LLC | 79 | $6.24K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $6.32K | 0.00% | −4−4.8% | Reduced |
| EdgeRock Capital LLC | 82 | $6.47K | 0.01% | +82 | New |
| Parkside Financial Bank & Trust | 82 | $6.47K | 0.00% | −14−14.6% | Reduced |
| Continuum Advisory, LLC | 85 | $6.71K | 0.00% | −12−12.4% | Reduced |
| Exchange Traded Concepts, LLC | 88 | $6.95K | 0.00% | +32+57.1% | Added |
| JFS Wealth Advisors, LLC | 95 | $7.50K | 0.00% | −2−2.1% | Reduced |
| Castleview Partners, LLC | 105 | $8.29K | 0.00% | +42+66.7% | Added |
| M&R Capital Management Inc | 110 | $8.68K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 121 | $9.55K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 143 | $11.3K | 0.00% | +1+0.7% | Added |
| Lindbrook Capital, LLC | 145 | $11.4K | 0.00% | −30−17.1% | Reduced |
| WealthCollab, LLC | 171 | $13.5K | 0.01% | +91+113.8% | Added |
| SYSTM Wealth Solutions LLC | 171 | $13.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 186 | $14.7K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 200 | $15.8K | 0.00% | +200 | New |
| Capital Analysts, LLC | 217 | $17.0K | 0.00% | +13+6.4% | Added |
| TD Private Client Wealth LLC | 235 | $18.5K | 0.00% | −10−4.1% | Reduced |
| Addison Advisors LLC | 267 | $21.1K | 0.01% | +267 | New |
| Trifecta Capital Advisors, LLC | 275 | $21.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 290 | $22.7K | 0.00% | +271+1,426.3% | Added |
| Oakworth Capital, Inc. | 300 | $23.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 302 | $23.8K | 0.00% | +68+29.1% | Added |
| Operose Advisors LLC | 310 | $24.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 312 | $24.6K | 0.00% | −7,094−95.8% | Reduced |
| EverSource Wealth Advisors, LLC | 285 | $24.9K | 0.00% | +10+3.6% | Added |
| Farther Finance Advisors, LLC | 345 | $27.1K | 0.00% | +218+171.7% | Added |
| Jones Financial Companies LLLP | 354 | $28.0K | 0.00% | +301+567.9% | Added |
| GAMMA Investing LLC | 372 | $29.4K | 0.00% | +58+18.5% | Added |
| NBC Securities, Inc. | 410 | $32.0K | 0.00% | +83+25.4% | Added |
| Global Retirement Partners, LLC | 422 | $33.3K | 0.00% | +205+94.5% | Added |
| Point72 (DIFC) Ltd | 478 | $37.7K | 0.00% | −220−31.5% | Reduced |
| FIL Ltd | 493 | $38.9K | 0.00% | −629,430−99.9% | Reduced |
| Washington Trust Co | 500 | $39.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 509 | $40.2K | 0.00% | −28−5.2% | Reduced |
| Central Pacific Bank - Trust Division | 523 | $41.3K | 0.00% | −60−10.3% | Reduced |
| VisionPoint Advisory Group, LLC | 557 | $44.0K | 0.02% | −28−4.8% | Reduced |
| Riverview Trust Co | 611 | $48.2K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 695 | $54.8K | 0.01% | −3,498−83.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 743 | $58.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 745 | $58.8K | 0.02% | −444−37.3% | Reduced |
| Atlas Capital Advisors LLC | 765 | $60.4K | 0.01% | −1,875−71.0% | Reduced |
| Deseret Mutual Benefit Administrators | 765 | $60.4K | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 880 | $69.5K | 0.00% | +880 | New |
| Harel Insurance Investments & Financial Services Ltd. | 956 | $75.0K | 0.00% | −1,084−53.1% | Reduced |
| Quent Capital, LLC | 953 | $75.2K | 0.01% | −104−9.8% | Reduced |
| American National Bank | 966 | $76.2K | 0.01% | +966 | New |
| Salem Investment Counselors Inc | 968 | $76.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,024 | $80.8K | 0.02% | +5+0.5% | Added |
| C M Bidwell & Associates Ltd | 1,105 | $87.2K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,292 | $101.9K | 0.00% | +341+35.9% | Added |
| Ronald Blue Trust, Inc. | 1,138 | $102.8K | 0.00% | +174+18.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,343 | $106.0K | 0.00% | −401−23.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,400 | $109.7K | 0.00% | −30,734−95.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,417 | $111.8K | 0.00% | +203+16.7% | Added |
| Allworth Financial LP | 1,370 | $113.3K | 0.00% | +477+53.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,494 | $117.9K | 0.00% | +1,468+5,646.2% | Added |
| Quadrant Capital Group LLC | 1,545 | $121.9K | 0.01% | +208+15.6% | Added |