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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 2024

Institutional positions in Amdocs Ltd as of Dec 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
514
+26 vs. Q3 2024
Shares held
108.0M
+1.22M (+1.1%) vs. Q3 2024
Total value
$9.20B
−$148.1M (−1.6%) vs. Q3 2024
New holders
76
168 more added
Sold out
50
209 more reduced

12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 514 institutions
Q1 2021: 440 institutionsQ2 2021: 425 institutionsQ3 2021: 412 institutionsQ4 2021: 417 institutionsQ1 2022: 433 institutionsQ2 2022: 452 institutionsQ3 2022: 451 institutionsQ4 2022: 460 institutionsQ1 2023: 457 institutionsQ2 2023: 468 institutionsQ3 2023: 484 institutionsQ4 2023: 510 institutionsQ1 2024: 509 institutionsQ2 2024: 502 institutionsQ3 2024: 500 institutionsQ4 2024: 514 institutionsQ1 2025: 513 institutionsQ2 2025: 543 institutionsQ3 2025: 527 institutionsQ4 2025: 492 institutionsQ1 2026: 476 institutionsQ2 2026: 448 institutions
Value heldQ4 2024: $9.20B
Q1 2021: $8.36BQ2 2021: $9.17BQ3 2021: $8.82BQ4 2021: $8.57BQ1 2022: $9.47BQ2 2022: $9.52BQ3 2022: $9.07BQ4 2022: $10.3BQ1 2023: $11.0BQ2 2023: $11.0BQ3 2023: $9.34BQ4 2023: $9.52BQ1 2024: $9.80BQ2 2024: $8.48BQ3 2024: $9.39BQ4 2024: $9.20BQ1 2025: $9.83BQ2 2025: $9.57BQ3 2025: $8.71BQ4 2025: $8.38BQ1 2026: $6.81BQ2 2026: $5.28B
Institutions holding DOX and their total value by quarter
QuarterHoldersValue
Q2 2026448$5.28B
Q1 2026476$6.81B
Q4 2025492$8.38B
Q3 2025527$8.71B
Q2 2025543$9.57B
Q1 2025513$9.83B
Q4 2024514$9.20B
Q3 2024500$9.39B
Q2 2024502$8.48B
Q1 2024509$9.80B
Q4 2023510$9.52B
Q3 2023484$9.34B
Q2 2023468$11.0B
Q1 2023457$11.0B
Q4 2022460$10.3B
Q3 2022451$9.07B
Q2 2022452$9.52B
Q1 2022433$9.47B
Q4 2021417$8.57B
Q3 2021412$8.82B
Q2 2021425$9.17B
Q1 2021440$8.36B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Amdocs Ltd; share changes are against Q3 2024.

Institutions holding DOX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC10$00.00%+10New
BOK Financial Private Wealth, Inc.0$710.00%0New
McIlrath & Eck, LLC2$1700.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$2550.00%+3New
Parkworth Wealth Management, Inc.4$3410.00%+4New
True Wealth Design, LLC5$4260.00%−45−90.0%Reduced
MV Capital Management, Inc.5$4260.00%00.0%Unchanged
Rothschild Investment LLC5$4260.00%00.0%Unchanged
WealthTrak Capital Management LLC5$4260.00%+5New
Capital A Wealth Management, LLC5$4260.00%+5New
Valued Wealth Advisors LLC5$4290.00%00.0%Unchanged
Global Financial Private Client, LLC6$5110.00%+6New
New Millennium Group LLC7$5960.00%+7New
UMA Financial Services, Inc.10$8520.00%+10New
Sachetta, LLC10$8530.00%+2+25.0%Added
HHM Wealth Advisors, LLC11$9370.00%+11New
Picton Mahoney Asset Management13$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC13$1.00K0.00%00.0%Unchanged
Avion Wealth15$1.00K0.00%00.0%Unchanged
Whittier Trust Co12$1.02K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC12$1.02K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC12$1.02K0.00%+12New
Rosenberg Matthew Hamilton13$1.11K0.00%−7−35.0%Reduced
Versant Capital Management, Inc13$1.11K0.00%00.0%Unchanged
Transce3nd, LLC16$1.36K0.00%+16New
HM Payson & Co17$1.45K0.00%00.0%Unchanged
Pineridge Advisors LLC18$1.54K0.00%+6+50.0%Added
SJS Investment Consulting Inc.20$1.70K0.00%−2−9.1%Reduced
Caldwell Sutter Capital, Inc.21$1.79K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC24$2.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.25$2.13K0.00%+2+8.7%Added
Grove Bank & Trust26$2.21K0.00%+26New
Quest 10 Wealth Builders, Inc.27$2.30K0.00%+27New
LRI Investments, LLC30$2.55K0.00%00.0%Unchanged
Private Wealth Management Group, LLC35$2.98K0.00%00.0%Unchanged
FLP Wealth Management, LLC39$3.33K0.01%+39New
Whittier Trust Co of Nevada Inc41$3.49K0.00%00.0%Unchanged
Sound Income Strategies, LLC43$3.66K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.45$3.83K0.00%00.0%Unchanged
FSA Wealth Management LLC48$4.09K0.00%00.0%Unchanged
Winch Advisory Services, LLC50$4.26K0.00%+50New
Copeland Capital Management, LLC52$4.43K0.00%00.0%Unchanged
Simplex Trading, LLC65$5.00K0.00%−536−89.2%Reduced
AdvisorNet Financial, Inc70$5.96K0.00%+70New
Umb Bank N A75$6.39K0.00%00.0%Unchanged
Massmutual Trust Co FSB76$6.47K0.00%+7+10.1%Added
Clearstead Advisors, LLC79$6.73K0.00%00.0%Unchanged
Bell Investment Advisors, Inc79$6.73K0.00%+10+14.5%Added
JFS Wealth Advisors, LLC81$6.90K0.00%00.0%Unchanged
Parkside Financial Bank & Trust82$6.98K0.00%00.0%Unchanged
Brown Brothers Harriman & Co83$7.07K0.00%−47−36.2%Reduced
CVA Family Office, LLC88$7.49K0.00%+26+41.9%Added
Whipplewood Advisors, LLC88$7.49K0.00%+88New
Assetmark, Inc95$8.09K0.00%+55+137.5%Added
Plante Moran Financial Advisors, LLC102$8.68K0.00%+102New
Exchange Traded Concepts, LLC104$8.86K0.00%−24−18.8%Reduced
Atwood & Palmer Inc106$9.03K0.00%00.0%Unchanged
TD Private Client Wealth LLC118$10.0K0.00%−117−49.8%Reduced
Tortoise Investment Management, LLC121$10.3K0.00%00.0%Unchanged
Operose Advisors LLC125$10.6K0.00%−185−59.7%Reduced
JDM Financial Group LLC136$11.6K0.01%+136New
Sierra Ocean, LLC138$11.7K0.01%+138New
Annis Gardner Whiting Capital Advisors, LLC151$12.9K0.00%+61+67.8%Added
CoreCap Advisors, LLC154$13.1K0.00%+95+161.0%Added
Castleview Partners, LLC159$13.4K0.01%+9+6.0%Added
Larson Financial Group LLC162$13.8K0.00%−2−1.2%Reduced
Hemington Wealth Management183$15.0K0.00%+22+13.7%Added
Lindbrook Capital, LLC177$15.1K0.00%−5−2.7%Reduced
Caitong International Asset Management Co., Ltd194$16.5K0.02%+194New
Peregrine Capital Management LLC200$17.0K0.00%00.0%Unchanged
Ancora Advisors, LLC200$17.0K0.00%+200New
WealthCollab, LLC202$17.2K0.01%00.0%Unchanged
Geneos Wealth Management Inc.223$19.0K0.00%−155−41.0%Reduced
Princeton Global Asset Management LLC225$19.2K0.00%00.0%Unchanged
Bryn Mawr Trust Co230$19.6K0.00%−1,254−84.5%Reduced
Barrow Hanley Mewhinney & Strauss LLC256$21.8K0.00%00.0%Unchanged
Addison Advisors LLC267$22.7K0.01%00.0%Unchanged
Capital Analysts, LLC266$23.0K0.00%−13−4.7%Reduced
Quarry LP275$23.4K0.00%−19−6.5%Reduced
Trifecta Capital Advisors, LLC275$23.4K0.00%00.0%Unchanged
Oakworth Capital, Inc.300$25.5K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC308$26.2K0.00%−18−5.5%Reduced
Skopos Labs, Inc.321$27.3K0.01%00.0%Unchanged
Spire Wealth Management343$29.2K0.00%+3+0.9%Added
Catalyst Capital Advisors LLC363$30.9K0.00%−263−42.0%Reduced
Hexagon Capital Partners LLC386$32.9K0.01%+330+589.3%Added
Group One Trading, L.P.400$34.1K0.00%+400New
Harbour Investments, Inc.415$35.3K0.00%+63+17.9%Added
Jones Financial Companies LLLP417$35.5K0.00%+417New
Riverview Trust Co460$39.2K0.04%00.0%Unchanged
SBI Securities Co., Ltd.487$41.5K0.00%+487New
Washington Trust Co500$42.6K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division523$44.5K0.01%00.0%Unchanged
Global Retirement Partners, LLC559$47.6K0.00%+175+45.6%Added
Quent Capital, LLC572$48.7K0.01%+2+0.4%Added
FIL Ltd583$49.6K0.00%−11−1.9%Reduced
Tower Research Capital LLC (TRC)586$49.9K0.00%+208+55.0%Added
Cary Street Partner Investment Advisory LLC627$53.4K0.04%−2,030−76.4%Reduced
Private Trust Co NA671$57.1K0.01%+368+121.5%Added
Smartleaf Asset Management LLC686$58.5K0.01%+457+199.6%Added