AMDOCS LTD (DOX) — Institutional Holders, Q2 2026 (page 5)
449 institutional investment managers reported a DOX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 449. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
DOX 13F holders ranked 401–449 of 449
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Private Wealth Management Group#401 · 54 sh | 54 | $2.7K | — | +260.0% |
| 402 | WEBSTER BANK, N. A.#402 · 51 sh | 51 | $2.6K | <0.01% | 0.0% |
| 403 | GoalVest Advisory#403 · 51 sh | 51 | $2.6K | — | New |
| 404 | SECURITY NATIONAL BANK OF SO DAK#404 · 45 sh | 45 | $2.3K | <0.01% | New |
| 405 | BROWN BROTHERS HARRIMAN#405 · 39 sh | 39 | $2.0K | 0.00% | -32.8% |
| 406 | Strive Financial Group#406 · 39 sh | 39 | $2.0K | <0.01% | New |
| 407 | ASSETMARK#407 · 37 sh | 37 | $1.9K | — | -57.0% |
| 408 | LRI Investments#408 · 35 sh | 35 | $1.8K | <0.01% | +16.7% |
| 409 | RAFFA WEALTH MANAGEMENT#409 · 32 sh | 32 | $1.6K | <0.01% | +3100.0% |
| 410 | Versant Capital Management#410 · 32 sh | 32 | $1.6K | — | -87.8% |
| 411 | JFS WEALTH ADVISORS#411 · 28 sh | 28 | $1.4K | <0.01% | -31.7% |
| 412 | MATHER GROUP#412 · 28 sh | 28 | $1.4K | — | 0.0% |
| 413 | Synergy Investment Management#413 · 25 sh | 25 | $1.4K | <0.01% | +150.0% |
| 414 | Purpose Unlimited#414 · 26 sh | 26 | $1.3K | <0.01% | -46.9% |
| 415 | AMERIFLEX GROUP#415 · 25 sh | 25 | $1.3K | <0.01% | New |
| 416 | WealthCollab#416 · 24 sh | 24 | $1.2K | <0.01% | -93.4% |
| 417 | Asset Dedication#417 · 23 sh | 23 | $1.2K | <0.01% | New |
| 418 | JDM Financial Group#418 · 23 sh | 23 | $1.2K | <0.01% | 0.0% |
| 419 | Sunrise Financial Services#419 · 22 sh | 22 | $1.1K | — | 0.0% |
| 420 | CALDWELL SUTTER CAPITAL#420 · 21 sh | 21 | $1.1K | <0.01% | 0.0% |
| 421 | American Capital Advisory#421 · 19 sh | 19 | $961.00 | <0.01% | +280.0% |
| 422 | HM PAYSON#422 · 17 sh | 17 | $860.00 | 0.00% | 0.0% |
| 423 | Creative Capital Management Investments#423 · 17 sh | 17 | $859.00 | <0.01% | New |
| 424 | Triumph Capital Management#424 · 16 sh | 16 | $809.00 | — | 0.0% |
| 425 | Spectrum Wealth Advisory Group#425 · 15 sh | 15 | $758.00 | <0.01% | New |
| 426 | Torren Management#426 · 15 sh | 15 | $740.00 | <0.01% | -48.3% |
| 427 | Cromwell#427 · 10 sh | 10 | $511.00 | <0.01% | -47.4% |
| 428 | ACTION POINT FINANCIAL PLANNING#428 · 9 sh | 9 | $455.00 | 0.00% | New |
| 429 | Oakmont Advisory Group#429 · 8 sh | 8 | $404.00 | <0.01% | New |
| 430 | DiNuzzo Private Wealth#430 · 6 sh | 6 | $304.00 | — | -45.5% |
| 431 | HFM Investment Advisors#431 · 6 sh | 6 | $304.00 | <0.01% | +100.0% |
| 432 | Valued Wealth Advisors#432 · 5 sh | 5 | $256.00 | <0.01% | 0.0% |
| 433 | MV CAPITAL MANAGEMENT#433 · 4 sh | 4 | $203.00 | 0.00% | -95.7% |
| 434 | Horizon Investments#434 · 4 sh | 4 | $202.00 | 0.00% | -50.0% |
| 435 | Fortitude Family Office#435 · 4 sh | 4 | $202.00 | — | -84.0% |
| 436 | SHP Wealth Management#436 · 4 sh | 4 | $189.00 | 0.00% | -33.3% |
| 437 | Bay Harbor Wealth Management#437 · 3 sh | 3 | $152.00 | 0.00% | -75.0% |
| 438 | DecisionPoint Financial#438 · 2 sh | 2 | $103.00 | 0.00% | New |
| 439 | Financial Gravity Companies, (FGCO)#439 · 2 sh | 2 | $101.00 | 0.00% | — |
| 440 | Rakuten Securities#440 · 2 sh | 2 | $101.00 | 0.00% | +100.0% |
| 441 | FIFTH THIRD BANCORP#441 · 2 sh | 2 | $101.00 | 0.00% | 0.0% |
| 442 | Halbert, Hargrove/Russell#442 · 2 sh | 2 | $78.00 | — | New |
| 443 | MARYLAND CAPITAL ADVISORS#443 · 1 sh | 1 | $51.00 | — | — |
| 444 | Hughes Financial Services#444 · 1 sh | 1 | $51.00 | 0.00% | -50.0% |
| 445 | Rialto Wealth Management#445 · 1 sh | 1 | $51.00 | 0.00% | 0.0% |
| 446 | ROSS\JOHNSON & Associates#446 · 1 sh | 1 | $51.00 | <0.01% | New |
| 447 | Planning Strategies#447 · 1 sh | 1 | $51.00 | — | — |
| 448 | Avion Wealth#448 · 15 sh | 15 | $0.00 | 0.00% | 0.0% |
| 449 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#449 · 1,493 sh | 1,493 | — | — | -74.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.