Institutional Ownership Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX). We have compiled data on the 603 institutions that hold shares in the stock, with a total of 90.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
35
shares
|
$2,942
0.0% of portfolio
|
Q2 2025
Added 483.33%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
33
shares
|
$2,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
30
shares
|
$2,522
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
26
shares
|
$2,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
26
shares
|
$2,186
0.0% of portfolio
|
Q1 2025
Reduced 25.71%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
26
shares
|
$2,186
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
23
shares
|
$1,933
0.0% of portfolio
|
Q4 2022
Reduced 45.24%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
21
shares
|
$1,765
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
18
shares
|
$1,513
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
17
shares
|
$1,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
16
shares
|
$1,345
0.0% of portfolio
|
Q2 2025
Reduced 76.12%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
15
shares
|
$1,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
15
shares
|
$1,261
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
15
shares
|
$1,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$1,261
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15
shares
|
$1,261
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
14
shares
|
$1,177
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
13
shares
|
$1,093
0.0% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
13
shares
|
$1,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
12
shares
|
$1,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
12
shares
|
$1,008
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
11
shares
|
$924
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
10
shares
|
$840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9
shares
|
$756
0.0% of portfolio
|
Q3 2024
Reduced 99.47%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
8
shares
|
$672
0.0% of portfolio
|
Q2 2025
New holding
|