DOX — Amdocs Ltd Shs Institutional Holders · Q3 2026
Who owns Amdocs Ltd Shs (DOX)? 13 institutions reported holding $4.81M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valley Wealth Managers, Inc. ($3.2M), Steph & Co ($540,580), CX Institutional ($466,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | $3.2M | 56,713 | Trimmed |
| 2 | STEPH & CO | $540,580 | 9,454 | Added |
| 3 | CX Institutional | $466,000 | 8,146 | Added |
| 4 | Martin Capital Partners, LLC | $224,832 | 3,932 | Trimmed |
| 5 | GAMMA Investing LLC | $169,367 | 2,962 | Added |
| 6 | Farther Finance Advisors, LLC | $73,904 | 1,292 | Added |
| 7 | Versant Capital Management, Inc | $62,955 | 1,101 | Added |
| 8 | Aventus Investment Advisors, Inc. | $21,728 | 380 | Hold |
| 9 | Grove Bank & Trust | $4,460 | 78 | New |
| 10 | MassMutual Private Wealth & Trust, FSB | $3,888 | 68 | Trimmed |
| 11 | Planning Strategies Inc. | $1,487 | 26 | Added |
| 12 | GoalVest Advisory LLC | $0 | 0 | Exited |
| 13 | Central Pacific Bank - Trust Division | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30