Institutional Ownership Amdocs LTD (DOX)
This table provides information about the institutional ownership of Amdocs LTD (DOX). We have compiled data on the 560 institutions that hold shares in the stock, with a total of 89.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
70
shares
|
$6,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
68
shares
|
$6,184
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
65
shares
|
$5,911
0.0% of portfolio
|
Q4 2024
Reduced 89.18%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
57
shares
|
$5,184
0.0% of portfolio
|
Q1 2021
Reduced 14.93%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
54
shares
|
$4,911
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
52
shares
|
$4,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
50
shares
|
$4,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
48
shares
|
$4,365
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
45
shares
|
$4,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
43
shares
|
$3,910
0.0% of portfolio
|
Q1 2023
Added 1333.33%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
41
shares
|
$3,728
0.0% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
35
shares
|
$3,183
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
30
shares
|
$2,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
27
shares
|
$2,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
26
shares
|
$2,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
25
shares
|
$2,273
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
24
shares
|
$2,182
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
23
shares
|
$2,091
0.0% of portfolio
|
Q4 2022
Reduced 45.24%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
21
shares
|
$1,909
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
20
shares
|
$1,819
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
18
shares
|
$1,637
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
17
shares
|
$1,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
16
shares
|
$1,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
15
shares
|
$1,364
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
15
shares
|
$1,364
0.0% of portfolio
|
Q4 2020
New holding
|