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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
13
shares
|
$1,182
0.0% of portfolio
|
Q4 2024
Reduced 35.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
13
shares
|
$1,182
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
13
shares
|
$1,182
0.0% of portfolio
|
Q3 2024
Reduced 63.89%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
12
shares
|
$1,091
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
12
shares
|
$1,091
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
12
shares
|
$1,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
11
shares
|
$1,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
10
shares
|
$909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
10
shares
|
$909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
10
shares
|
$909
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
10
shares
|
$909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9
shares
|
$818
0.0% of portfolio
|
Q3 2024
Reduced 99.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8
shares
|
$727
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
8
shares
|
$727
0.0% of portfolio
|
Q2 2022
Reduced 91.84%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
7
shares
|
$636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
6
shares
|
$545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
5
shares
|
$454
0.0% of portfolio
|
Q4 2024
Reduced 90.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
5
shares
|
$454
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
5
shares
|
$454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5
shares
|
$454
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
5
shares
|
$454
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$454
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
4
shares
|
$363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
3
shares
|
$272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2
shares
|
$181
0.0% of portfolio
|
Q3 2024
New holding
|