Maximus, Inc.
MMS- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001032220
No open-market purchases or sales by Maximus, Inc. insiders were filed in the last 90 days; 354 institutions reported holding it in 13F filings for Q2 2026, worth $2.99B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Maximus, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 306
- +16 vs. Q3 2022
- Shares held
- 60.0M
- +275.1K (+0.5%) vs. Q3 2022
- Total value
- $4.40B
- +$942.5M (+27.3%) vs. Q3 2022
- New holders
- 42
- 106 more added
- Sold out
- 26
- 112 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 354 | $2.99B |
| Q1 2026 | 376 | $3.56B |
| Q4 2025 | 387 | $4.99B |
| Q3 2025 | 385 | $5.06B |
| Q2 2025 | 378 | $4.00B |
| Q1 2025 | 355 | $3.86B |
| Q4 2024 | 354 | $4.26B |
| Q3 2024 | 373 | $5.45B |
| Q2 2024 | 357 | $5.04B |
| Q1 2024 | 351 | $4.93B |
| Q4 2023 | 345 | $4.97B |
| Q3 2023 | 324 | $4.47B |
| Q2 2023 | 305 | $5.13B |
| Q1 2023 | 303 | $4.77B |
| Q4 2022 | 306 | $4.40B |
| Q3 2022 | 296 | $3.46B |
| Q2 2022 | 309 | $3.67B |
| Q1 2022 | 321 | $4.46B |
| Q4 2021 | 347 | $4.65B |
| Q3 2021 | 323 | $4.89B |
| Q2 2021 | 354 | $5.15B |
| Q1 2021 | 324 | $5.18B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Maximus, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4 | $293 | 0.00% | −31−88.6% | Reduced |
| Glassman Wealth Services | 4 | $293 | 0.00% | −8−66.7% | Reduced |
| Baker Avenue Asset Management, LP | 5 | $367 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 9 | $660 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $660 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $733 | 0.00% | +10 | New |
| Disciplined Investments, LLC | 12 | $880 | 0.00% | +4+50.0% | Added |
| Concord Wealth Partners | 13 | $953 | 0.00% | +13 | New |
| Benjamin Edwards Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.03K | 0.00% | −11−44.0% | Reduced |
| Sutton Wealth Advisors Inc. | 14 | $1.03K | 0.00% | −1−6.7% | Reduced |
| AdvisorNet Financial, Inc | 14 | $1.03K | 0.00% | +14 | New |
| Manchester Capital Management LLC | 19 | $1.39K | 0.00% | −4−17.4% | Reduced |
| Rise Advisors, LLC | 20 | $1.47K | 0.00% | +20 | New |
| Fiduciary Alliance LLC | 20 | $1.47K | 0.00% | +20 | New |
| Allworth Financial LP | 21 | $1.54K | 0.00% | +12+133.3% | Added |
| Schubert & Co | 23 | $1.69K | 0.00% | −6−20.7% | Reduced |
| First Horizon Advisors, Inc. | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $1.91K | 0.00% | −58−69.0% | Reduced |
| Farmers & Merchants Investments Inc | 29 | $2.13K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 29 | $2.13K | 0.00% | +29 | New |
| Globeflex Capital L P | 30 | $2.20K | 0.00% | −10,706−99.7% | Reduced |
| Denali Advisors LLC | 43 | $3.15K | 0.00% | +43 | New |
| Resources Management Corp | 50 | $4.00K | 0.00% | −500−90.9% | Reduced |
| Smithfield Trust Co | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 58 | $4.00K | 0.00% | +14+31.8% | Added |
| TSFG, LLC | 50 | $4.00K | 0.00% | +50 | New |
| TCI Wealth Advisors, Inc. | 56 | $4.11K | 0.00% | −186−76.9% | Reduced |
| Quent Capital, LLC | 57 | $4.18K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 66 | $4.84K | 0.00% | +35+112.9% | Added |
| Bessemer Group Inc | 65 | $5.00K | 0.00% | −511−88.7% | Reduced |
| Umb Bank N A | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 69 | $5.06K | 0.00% | −165−70.5% | Reduced |
| Live Oak Investment Partners | – | $5.13K | 0.00% | – | New |
| Bell Investment Advisors, Inc | 78 | $5.72K | 0.00% | −10−11.4% | Reduced |
| Massmutual Trust Co FSB | 85 | $6.00K | 0.00% | −46−35.1% | Reduced |
| Ancora Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 93 | $7.00K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 100 | $7.33K | 0.00% | +100 | New |
| McElhenny Sheffield Capital Management, LLC | 100 | $7.33K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 110 | $8.07K | 0.00% | −16−12.7% | Reduced |
| Okabena Investment Services Inc | 115 | $8.43K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 125 | $9.00K | 0.00% | +125 | New |
| Northwest Investment Counselors, LLC | 123 | $9.02K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 145 | $11.0K | 0.00% | −5−3.3% | Reduced |
| Farther Finance Advisors, LLC | 153 | $11.2K | 0.00% | +153 | New |
| BDO Wealth Advisors, LLC | 158 | $11.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 162 | $11.9K | 0.00% | +85+110.4% | Added |
| MinichMacGregor Wealth Management, LLC | 179 | $13.1K | 0.00% | +179 | New |
| Baldrige Asset Management LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 245 | $18.0K | 0.00% | −313−56.1% | Reduced |
| Ellevest, Inc. | 277 | $20.3K | 0.00% | −132−32.3% | Reduced |
| Spire Wealth Management | 291 | $21.0K | 0.00% | +25+9.4% | Added |
| Private Trust Co NA | 289 | $21.0K | 0.00% | +45+18.4% | Added |
| Parkside Financial Bank & Trust | 295 | $21.6K | 0.01% | −19−6.1% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 366 | $26.8K | 0.00% | −7,679−95.5% | Reduced |
| Pinebridge Investments, L.P. | 371 | $27.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 387 | $28.4K | 0.00% | +387 | New |
| Quadrant Capital Group LLC | 389 | $28.5K | 0.00% | +212+119.8% | Added |
| Brown Brothers Harriman & Co | 400 | $29.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 441 | $32.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 550 | $40.3K | 0.01% | −135−19.7% | Reduced |
| Fifth Third Bancorp | 578 | $42.4K | 0.00% | +494+588.1% | Added |
| McIlrath & Eck, LLC | 631 | $46.3K | 0.01% | 00.0% | Unchanged |
| Amundi | 868 | $63.6K | 0.00% | −128−12.9% | Reduced |
| Ci Investments Inc. | 891 | $65.0K | 0.00% | −53−5.6% | Reduced |
| CWM, LLC | 916 | $67.0K | 0.00% | +384+72.2% | Added |
| Parallel Advisors, LLC | 924 | $67.8K | 0.00% | −173−15.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,168 | $68.0K | 0.00% | +792+210.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 954 | $70.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 987 | $72.4K | 0.00% | −11−1.1% | Reduced |
| Eagle Bay Advisors LLC | 993 | $72.8K | 0.04% | −3−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,375 | $101.0K | 0.00% | −3,468−71.6% | Reduced |
| Lazard Asset Management LLC | 1,682 | $123.0K | 0.00% | +1,682 | New |
| Larson Financial Group LLC | 1,789 | $131.2K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,791 | $131.3K | 0.01% | −132−6.9% | Reduced |
| Covestor Ltd | 1,853 | $136.0K | 0.11% | +329+21.6% | Added |
| The PNC Financial Services Group, Inc. | 2,330 | $170.9K | 0.00% | +34+1.5% | Added |
| Rockefeller Capital Management L.P. | 2,394 | $175.0K | 0.00% | +878+57.9% | Added |
| Belpointe Asset Management LLC | 2,865 | $210.1K | 0.01% | +70+2.5% | Added |
| Truist Financial Corp | 2,869 | $210.4K | 0.00% | +2,869 | New |
| Park Avenue Securities LLC | 2,875 | $211.0K | 0.00% | +2,875 | New |
| State of Wyoming | 2,936 | $215.3K | 0.07% | +1,258+75.0% | Added |
| Alberta Investment Management Corp | 3,019 | $221.4K | 0.00% | +3,019 | New |
| Fulton Bank, N.A. | 3,032 | $222.0K | 0.01% | +3,032 | New |
| Shelton Capital Management | 3,073 | $225.3K | 0.02% | +3,073 | New |
| Teza Capital Management LLC | 3,175 | $232.8K | 0.04% | +3,175 | New |
| CWM Advisors, LLC | 3,213 | $235.6K | 0.03% | −371−10.4% | Reduced |
| Dakota Wealth Management | 3,243 | $237.8K | 0.02% | +3,243 | New |
| Panagora Asset Management Inc | 3,262 | $239.2K | 0.00% | +3,262 | New |
| Shell Asset Management Co | 3,299 | $242.0K | 0.01% | −670−16.9% | Reduced |
| WR Wealth Planners, LLC | 3,327 | $244.0K | 0.15% | +27+0.8% | Added |
| Haverford Trust Co | 3,547 | $260.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 3,650 | $268.0K | 0.00% | +3,650 | New |
| Kestra Advisory Services, LLC | 3,670 | $269.1K | 0.00% | +3,670 | New |
| Stephens Inc | 3,686 | $270.3K | 0.01% | −45−1.2% | Reduced |
| Scott Investment Partners LLP | 3,800 | $279.0K | 0.67% | 00.0% | Unchanged |