DOX · Company research
Amdocs Limited (DOX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 237 | 11978 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 164 | 8289 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28796 | 1494778 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194 | 15619 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4805 | 242841 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10866 | 549326 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 202 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 2730 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 1971 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222770 | 11258796 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29070 | 1469198 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90116 | 4554463 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268786 | 13584444 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13580 | 686333 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31338 | 1583823 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000 | 404320 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27620 | 1395915 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12466 | 630032 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 101 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 427830 | 21623 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ICON ADVISERS INC/CO | 1058470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24436 | 1234995 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132833 | 6713 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12597 | 636652 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6197 | 313200 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Operose Advisors LLC | 1909750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125 | 6318 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 419316 | 21192231 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Central Pacific Bank - Trust Division | 2020066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 453 | 22895 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176 | 8895 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1463217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5478 | 276840 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 303 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 267859 | 13537600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 2982 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45877 | 2318624 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 448 | 22642 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3791297 | 191612178 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Lansforsakringar Fondforvaltning AB (publ) | 2059323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4280 | 216311 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Running Oak Capital LLC | 1803994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103559 | 5241597 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77718 | 3927868 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79290 | 4007316 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 1853 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 575 | 29060 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53764 | 2717233 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141858 | 7169503 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sylvest Advisors, LLC | 2044121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9420 | 476087 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4650 | 235011 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Farringdon Capital, Ltd. | 1750980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5358 | 270793 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MV CAPITAL MANAGEMENT, INC. | 1633366 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93 | 6070 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5725 | 289 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Utah Retirement Systems | 1548392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5643 | 285197 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1456748 | 73624178 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 518363 | 26198066 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CRAWFORD INVESTMENT COUNSEL INC | 837592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1186948 | 59988370 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4052 | 214296 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DigitalBridge Group, Inc. | 1679688 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1701794 | 86008669 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 252700 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEBSTER BANK, N. A. | 1105837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51 | 2578 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| PRUDENTIAL PLC | 898419 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27391 | 1384341 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 1264 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Storgate, LLC | 2110835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25275 | 1277398 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5505 | 281355 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10294 | 520244 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| DIVIDEND ASSETS CAPITAL, LLC | 1365167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46585 | 2354406 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Marks Group Wealth Management, Inc | 1802473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53713 | 2714655 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29356 | 1483653 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7543 | 381223 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Claret Asset Management Corp | 1735513 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4385 | 222 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Purpose Unlimited Inc. | 2115120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 1314 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75456 | 1493 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178700 | 9031498 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Treasurer of the State of North Carolina | 1761054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45026 | 2276 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALPS ADVISORS INC | 1376113 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220123 | 11125016 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Gallacher Capital Management LLC | 1960749 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8703 | 439845 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142474 | 7200636 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134724 | 6808949 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81471 | 4117563 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HENNESSY ADVISORS INC | 1145255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1828 | 92387 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bank Julius Baer & Co. Ltd, Zurich | 1544599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1146 | 57917 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 51 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2753024 | 139137833 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rehmann Capital Advisory Group | 1633037 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15351 | 775843 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.