Institutional Ownership Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX). We have compiled data on the 562 institutions that hold shares in the stock, with a total of 92.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
21
shares
|
$1,918
0.0% of portfolio
|
Q1 2025
Added 110.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
21
shares
|
$1,918
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
21
shares
|
$1,918
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
19
shares
|
$1,736
0.0% of portfolio
|
Q1 2025
Added 216.67%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
17
shares
|
$1,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
15
shares
|
$1,370
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
15
shares
|
$1,370
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$1,370
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
13
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
13
shares
|
$1,187
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
13
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
12
shares
|
$1,096
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
12
shares
|
$1,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
11
shares
|
$1,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
10
shares
|
$913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10
shares
|
$913
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
10
shares
|
$913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9
shares
|
$822
0.0% of portfolio
|
Q3 2024
Reduced 99.47%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8
shares
|
$731
0.0% of portfolio
|
Q2 2022
Reduced 91.84%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8
shares
|
$731
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
6
shares
|
$548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6
shares
|
$548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
5
shares
|
$456
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
5
shares
|
$456
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
4
shares
|
$365
0.0% of portfolio
|
Q1 2025
New holding
|