Institutional Ownership Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX). We have compiled data on the 565 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 $8.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
26
shares
|
$2,380
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
24
shares
|
$2,197
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
23
shares
|
$2,106
0.0% of portfolio
|
Q4 2022
Reduced 45.24%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
22
shares
|
$2,014
0.0% of portfolio
|
Q1 2025
Added 340.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
21
shares
|
$1,922
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
21
shares
|
$1,922
0.0% of portfolio
|
Q1 2025
Added 110.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
21
shares
|
$1,922
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
17
shares
|
$1,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
15
shares
|
$1,373
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$1,373
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
15
shares
|
$1,373
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
13
shares
|
$1,190
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
13
shares
|
$1,190
0.0% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
13
shares
|
$1,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
12
shares
|
$1,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
12
shares
|
$1,098
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
11
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
10
shares
|
$915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
10
shares
|
$915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10
shares
|
$915
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9
shares
|
$824
0.0% of portfolio
|
Q3 2024
Reduced 99.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8
shares
|
$732
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8
shares
|
$732
0.0% of portfolio
|
Q2 2022
Reduced 91.84%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6
shares
|
$549
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
6
shares
|
$549
0.0% of portfolio
|
Q1 2025
New holding
|