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 2025
Institutional positions in Amdocs Ltd as of Mar 31, 2025. 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
- 513
- +6 vs. Q4 2024
- Shares held
- 107.5M
- +39.0K (0.0%) vs. Q4 2024
- Total value
- $9.83B
- +$681.8M (+7.5%) vs. Q4 2024
- New holders
- 68
- 207 more added
- Sold out
- 62
- 166 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Amdocs Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $256 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $276 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $366 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $366 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $458 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $461 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 6 | $549 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $549 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 10 | $915 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $915 | 0.00% | +5+100.0% | Added |
| Wood Tarver Financial Group, LLC | 10 | $915 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $1.01K | 0.00% | +11 | New |
| Bruce G. Allen Investments, LLC | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $1.37K | 0.00% | +10+200.0% | Added |
| HM Payson & Co | 17 | $1.56K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $1.74K | 0.00% | +13+216.7% | Added |
| Caldwell Sutter Capital, Inc. | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.92K | 0.00% | +1+5.0% | Added |
| Sachetta, LLC | 21 | $1.92K | 0.00% | +11+110.0% | Added |
| True Wealth Design, LLC | 22 | $2.01K | 0.00% | +17+340.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $2.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $2.38K | 0.00% | −9−25.7% | Reduced |
| Grove Bank & Trust | 26 | $2.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.38K | 0.00% | +1+4.0% | Added |
| CVA Family Office, LLC | 30 | $2.75K | 0.00% | −58−65.9% | Reduced |
| LRI Investments, LLC | 30 | $2.75K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $3.02K | 0.00% | +33 | New |
| Brown Brothers Harriman & Co | 39 | $3.57K | 0.00% | −44−53.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 40 | $3.66K | 0.06% | +40 | New |
| Sound Income Strategies, LLC | 43 | $3.94K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 48 | $4.39K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 64 | $5.86K | 0.00% | −522−89.1% | Reduced |
| CoreCap Advisors, LLC | 67 | $6.13K | 0.00% | −87−56.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 69 | $6.31K | 0.00% | +28+68.3% | Added |
| Caitong International Asset Management Co., Ltd | 74 | $6.77K | 0.01% | −120−61.9% | Reduced |
| Umb Bank N A | 75 | $6.86K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 78 | $7.00K | 0.00% | +78 | New |
| Clearstead Advisors, LLC | 79 | $7.23K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 86 | $7.87K | 0.00% | +86 | New |
| Whipplewood Advisors, LLC | 27 | $8.05K | 0.00% | −61−69.3% | Reduced |
| JFS Wealth Advisors, LLC | 90 | $8.23K | 0.00% | +9+11.1% | Added |
| Continuum Advisory, LLC | 92 | $8.42K | 0.00% | +92 | New |
| Parkside Financial Bank & Trust | 98 | $8.97K | 0.00% | +16+19.5% | Added |
| Massmutual Trust Co FSB | 98 | $8.97K | 0.00% | +22+28.9% | Added |
| Bell Investment Advisors, Inc | 114 | $10.4K | 0.00% | +35+44.3% | Added |
| TD Private Client Wealth LLC | 118 | $10.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 118 | $10.8K | 0.00% | +23+24.2% | Added |
| Tortoise Investment Management, LLC | 121 | $11.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 125 | $11.4K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 136 | $12.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 136 | $12.4K | 0.00% | +136 | New |
| Sierra Ocean, LLC | 138 | $12.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 151 | $13.9K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 205 | $18.8K | 0.01% | +205 | New |
| Bessemer Group Inc | 213 | $19.0K | 0.00% | +213 | New |
| SRS Capital Advisors, Inc. | 215 | $19.7K | 0.00% | +170+377.8% | Added |
| Princeton Global Asset Management LLC | 225 | $20.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 230 | $21.0K | 0.00% | +47+25.7% | Added |
| Bryn Mawr Trust Co | 230 | $21.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 230 | $21.0K | 0.01% | +28+13.9% | Added |
| Larson Financial Group LLC | 233 | $21.3K | 0.00% | +71+43.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 256 | $23.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 266 | $24.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 266 | $24.3K | 0.00% | +266 | New |
| Addison Advisors LLC | 267 | $24.4K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 275 | $25.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 313 | $26.6K | 0.01% | +313 | New |
| Spire Wealth Management | 332 | $30.4K | 0.00% | −11−3.2% | Reduced |
| AdvisorNet Financial, Inc | 338 | $30.9K | 0.00% | +268+382.9% | Added |
| NBC Securities, Inc. | 349 | $31.0K | 0.00% | +349 | New |
| Hexagon Capital Partners LLC | 372 | $34.0K | 0.01% | −14−3.6% | Reduced |
| Smartleaf Asset Management LLC | 390 | $35.5K | 0.00% | −296−43.1% | Reduced |
| Quarry LP | 391 | $35.8K | 0.01% | +116+42.2% | Added |
| Cullen/Frost Bankers, Inc. | 422 | $38.6K | 0.00% | +422 | New |
| Harbour Investments, Inc. | 435 | $39.8K | 0.00% | +20+4.8% | Added |
| Riverview Trust Co | 460 | $42.1K | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 471 | $43.1K | 0.00% | +471 | New |
| SBI Securities Co., Ltd. | 474 | $43.4K | 0.00% | −13−2.7% | Reduced |
| Private Trust Co NA | 480 | $43.9K | 0.00% | −191−28.5% | Reduced |
| Kestra Investment Management, LLC | 486 | $44.5K | 0.00% | +486 | New |
| Central Pacific Bank - Trust Division | 523 | $47.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 536 | $49.0K | 0.01% | −36−6.3% | Reduced |
| FIL Ltd | 594 | $54.4K | 0.00% | +11+1.9% | Added |
| EverSource Wealth Advisors, LLC | 689 | $63.0K | 0.00% | +381+123.7% | Added |
| Geneos Wealth Management Inc. | 700 | $64.1K | 0.00% | +477+213.9% | Added |
| Corebridge Financial, Inc. | 746 | $68.3K | 0.00% | −34−4.4% | Reduced |
| Deseret Mutual Benefit Administrators | 765 | $70.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 776 | $71.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 825 | $75.0K | 0.00% | −11,987−93.6% | Reduced |
| Mather Group, LLC. | 876 | $80.2K | 0.00% | −237−21.3% | Reduced |
| Danske Bank A/S | 877 | $80.2K | 0.00% | +877 | New |
| GAMMA Investing LLC | 884 | $80.9K | 0.01% | +80+10.0% | Added |
| Salem Investment Counselors Inc | 968 | $89.1K | 0.00% | 00.0% | Unchanged |