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, Q3 2024
Institutional positions in Amdocs Ltd as of Sep 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
- 500
- +4 vs. Q2 2024
- Shares held
- 107.4M
- +3.63M (+3.5%) vs. Q2 2024
- Total value
- $9.39B
- +$1.20B (+14.7%) vs. Q2 2024
- New holders
- 67
- 199 more added
- Sold out
- 63
- 179 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Amdocs Ltd; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Branch Capital LLC | 1 | $88 | 0.00% | +1 | New |
| McIlrath & Eck, LLC | 2 | $175 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 2 | $175 | 0.00% | +2 | New |
| Annapolis Financial Services, LLC | 3 | $251 | 0.00% | +3 | New |
| Rothschild Investment LLC | 5 | $437 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 5 | $438 | 0.00% | −4−44.4% | Reduced |
| Valued Wealth Advisors LLC | 5 | $440 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 7 | $612 | 0.00% | +7 | New |
| Sachetta, LLC | 8 | $700 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 9 | $787 | 0.00% | −1,699−99.5% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | +13 | New |
| Whittier Trust Co | 12 | $1.05K | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 12 | $1.05K | 0.00% | +12 | New |
| Versant Capital Management, Inc | 13 | $1.14K | 0.00% | −23−63.9% | Reduced |
| Raffa Wealth Management, LLC | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 15 | $1.31K | 0.01% | +15 | New |
| HM Payson & Co | 17 | $1.49K | 0.00% | +17 | New |
| Rosenberg Matthew Hamilton | 20 | $1.75K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $1.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.93K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 23 | $2.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.01K | 0.00% | +1+4.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $2.10K | 0.00% | −8−25.0% | Reduced |
| Kings Path Partners LLC | 26 | $2.27K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 30 | $2.57K | 0.00% | +30 | New |
| First Financial Corp | 34 | $2.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $3.06K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $3.50K | 0.00% | −15−27.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 41 | $3.59K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $3.76K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $3.94K | 0.00% | +45 | New |
| Reuter James Wealth Management, LLC | 47 | $4.11K | 0.00% | +47 | New |
| Foster Dykema Cabot & Partners, LLC | 47 | $4.13K | 0.00% | +47 | New |
| FSA Wealth Management LLC | 48 | $4.20K | 0.00% | +48 | New |
| True Wealth Design, LLC | 50 | $4.37K | 0.00% | −10,088−99.5% | Reduced |
| Rakuten Securities, Inc. | 50 | $4.37K | 0.00% | +19+61.3% | Added |
| Copeland Capital Management, LLC | 52 | $4.55K | 0.00% | +52 | New |
| Hexagon Capital Partners LLC | 56 | $4.90K | 0.00% | +56 | New |
| CoreCap Advisors, LLC | 59 | $5.16K | 0.00% | +33+126.9% | Added |
| CVA Family Office, LLC | 62 | $5.42K | 0.00% | +26+72.2% | Added |
| Gilliland Jeter Wealth Management LLC | 64 | $5.60K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 69 | $6.04K | 0.00% | +51+283.3% | Added |
| Bell Investment Advisors, Inc | 69 | $6.04K | 0.00% | −9−11.5% | Reduced |
| Continuum Advisory, LLC | 75 | $6.43K | 0.00% | −10−11.8% | Reduced |
| Umb Bank N A | 75 | $6.56K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 79 | $6.91K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 81 | $7.09K | 0.00% | −14−14.7% | Reduced |
| Parkside Financial Bank & Trust | 82 | $7.17K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $7.92K | 0.00% | −2,024−95.7% | Reduced |
| Beacon Capital Management, LLC | 102 | $8.92K | 0.00% | +102 | New |
| Atwood & Palmer Inc | 106 | $9.27K | 0.00% | +106 | New |
| M&R Capital Management Inc | 110 | $9.62K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 117 | $10.2K | 0.01% | −2,554−95.6% | Reduced |
| Tortoise Investment Management, LLC | 121 | $10.6K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 128 | $11.2K | 0.00% | +40+45.5% | Added |
| Brown Brothers Harriman & Co | 130 | $11.4K | 0.00% | +88+209.5% | Added |
| Castleview Partners, LLC | 150 | $13.1K | 0.01% | +45+42.9% | Added |
| Hemington Wealth Management | 161 | $14.0K | 0.00% | +161 | New |
| Larson Financial Group LLC | 164 | $14.3K | 0.00% | +21+14.7% | Added |
| Lindbrook Capital, LLC | 182 | $15.9K | 0.00% | +37+25.5% | Added |
| Peregrine Capital Management LLC | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 202 | $17.7K | 0.01% | +31+18.1% | Added |
| Clear Street Markets LLC | 211 | $18.0K | 0.01% | +211 | New |
| Princeton Global Asset Management LLC | 225 | $19.7K | 0.00% | +225 | New |
| Smartleaf Asset Management LLC | 229 | $20.1K | 0.00% | −61−21.0% | Reduced |
| TD Private Client Wealth LLC | 235 | $20.6K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 247 | $21.6K | 0.00% | +247 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 256 | $22.4K | 0.00% | +256 | New |
| Addison Advisors LLC | 267 | $23.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 279 | $24.0K | 0.00% | +62+28.6% | Added |
| Trifecta Capital Advisors, LLC | 275 | $24.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 294 | $25.7K | 0.01% | −451−60.5% | Reduced |
| Oakworth Capital, Inc. | 300 | $26.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 303 | $26.5K | 0.00% | +117+62.9% | Added |
| Operose Advisors LLC | 310 | $27.1K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 321 | $28.1K | 0.01% | +321 | New |
| EverSource Wealth Advisors, LLC | 326 | $28.5K | 0.00% | +41+14.4% | Added |
| Spire Wealth Management | 340 | $29.7K | 0.00% | −169−33.2% | Reduced |
| Harbour Investments, Inc. | 352 | $30.8K | 0.00% | +50+16.6% | Added |
| Farther Finance Advisors, LLC | 369 | $32.3K | 0.00% | +24+7.0% | Added |
| Tower Research Capital LLC (TRC) | 378 | $33.1K | 0.00% | +66+21.2% | Added |
| Geneos Wealth Management Inc. | 378 | $33.1K | 0.00% | +298+372.5% | Added |
| Alpine Bank Wealth Management | 380 | $33.2K | 0.01% | +380 | New |
| Global Retirement Partners, LLC | 384 | $33.6K | 0.00% | −38−9.0% | Reduced |
| NBC Securities, Inc. | 410 | $35.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 460 | $40.2K | 0.04% | −151−24.7% | Reduced |
| Washington Trust Co | 500 | $43.7K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 523 | $45.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 570 | $50.0K | 0.01% | −383−40.2% | Reduced |
| FIL Ltd | 594 | $52.0K | 0.00% | +101+20.5% | Added |
| Simplex Trading, LLC | 601 | $52.0K | 0.00% | −3,199−84.2% | Reduced |
| Catalyst Capital Advisors LLC | 626 | $54.8K | 0.00% | +626 | New |
| Edmond de Rothschild Holding S.A. | 743 | $65.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 748 | $65.4K | 0.01% | +53+7.6% | Added |
| Deseret Mutual Benefit Administrators | 765 | $66.9K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 800 | $70.0K | 0.01% | +428+115.1% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $70.0K | 0.02% | +800 | New |