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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 4,240 | $310.9K | 0.01% | −618−12.7% | Reduced |
| Wintrust Investments LLC | 4,210 | $309.0K | 0.04% | −2,050−32.7% | Reduced |
| HM Payson & Co | 4,123 | $302.3K | 0.01% | −933−18.5% | Reduced |
| Profund Advisors LLC | 3,952 | $289.8K | 0.02% | +317+8.7% | Added |
| Verdence Capital Advisors LLC | 3,947 | $289.4K | 0.04% | −616−13.5% | Reduced |
| Metropolitan Life Insurance Co | 3,813 | $279.6K | 0.01% | +162+4.4% | Added |
| Scott Investment Partners LLP | 3,800 | $279.0K | 0.67% | 00.0% | Unchanged |
| Stephens Inc | 3,686 | $270.3K | 0.01% | −45−1.2% | Reduced |
| Kestra Advisory Services, LLC | 3,670 | $269.1K | 0.00% | +3,670 | New |
| Mariner, LLC | 3,650 | $268.0K | 0.00% | +3,650 | New |
| Haverford Trust Co | 3,547 | $260.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3,327 | $244.0K | 0.15% | +27+0.8% | Added |
| Shell Asset Management Co | 3,299 | $242.0K | 0.01% | −670−16.9% | Reduced |
| Panagora Asset Management Inc | 3,262 | $239.2K | 0.00% | +3,262 | New |
| Dakota Wealth Management | 3,243 | $237.8K | 0.02% | +3,243 | New |
| CWM Advisors, LLC | 3,213 | $235.6K | 0.03% | −371−10.4% | Reduced |
| Teza Capital Management LLC | 3,175 | $232.8K | 0.04% | +3,175 | New |
| Shelton Capital Management | 3,073 | $225.3K | 0.02% | +3,073 | New |
| Fulton Bank, N.A. | 3,032 | $222.0K | 0.01% | +3,032 | New |
| Alberta Investment Management Corp | 3,019 | $221.4K | 0.00% | +3,019 | New |
| State of Wyoming | 2,936 | $215.3K | 0.07% | +1,258+75.0% | Added |
| Park Avenue Securities LLC | 2,875 | $211.0K | 0.00% | +2,875 | New |
| Truist Financial Corp | 2,869 | $210.4K | 0.00% | +2,869 | New |
| Belpointe Asset Management LLC | 2,865 | $210.1K | 0.01% | +70+2.5% | Added |
| Rockefeller Capital Management L.P. | 2,394 | $175.0K | 0.00% | +878+57.9% | Added |
| The PNC Financial Services Group, Inc. | 2,330 | $170.9K | 0.00% | +34+1.5% | Added |
| Covestor Ltd | 1,853 | $136.0K | 0.11% | +329+21.6% | Added |
| TD Private Client Wealth LLC | 1,791 | $131.3K | 0.01% | −132−6.9% | Reduced |
| Larson Financial Group LLC | 1,789 | $131.2K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,682 | $123.0K | 0.00% | +1,682 | New |
| Tower Research Capital LLC (TRC) | 1,375 | $101.0K | 0.00% | −3,468−71.6% | Reduced |
| Eagle Bay Advisors LLC | 993 | $72.8K | 0.04% | −3−0.3% | Reduced |
| Global Retirement Partners, LLC | 987 | $72.4K | 0.00% | −11−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 954 | $70.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,168 | $68.0K | 0.00% | +792+210.6% | Added |
| Parallel Advisors, LLC | 924 | $67.8K | 0.00% | −173−15.8% | Reduced |
| CWM, LLC | 916 | $67.0K | 0.00% | +384+72.2% | Added |
| Ci Investments Inc. | 891 | $65.0K | 0.00% | −53−5.6% | Reduced |
| Amundi | 868 | $63.6K | 0.00% | −128−12.9% | Reduced |
| McIlrath & Eck, LLC | 631 | $46.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 578 | $42.4K | 0.00% | +494+588.1% | Added |
| Anchor Investment Management, LLC | 550 | $40.3K | 0.01% | −135−19.7% | Reduced |
| JFS Wealth Advisors, LLC | 441 | $32.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 400 | $29.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 389 | $28.5K | 0.00% | +212+119.8% | Added |
| GWM Advisors LLC | 387 | $28.4K | 0.00% | +387 | New |
| Pinebridge Investments, L.P. | 371 | $27.2K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 366 | $26.8K | 0.00% | −7,679−95.5% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 295 | $21.6K | 0.01% | −19−6.1% | 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 |
| Ellevest, Inc. | 277 | $20.3K | 0.00% | −132−32.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 245 | $18.0K | 0.00% | −313−56.1% | Reduced |
| Baldrige Asset Management LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 179 | $13.1K | 0.00% | +179 | New |
| Lindbrook Capital, LLC | 162 | $11.9K | 0.00% | +85+110.4% | Added |
| BDO Wealth Advisors, LLC | 158 | $11.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 153 | $11.2K | 0.00% | +153 | New |
| Sierra Capital LLC | 145 | $11.0K | 0.00% | −5−3.3% | Reduced |
| Northwest Investment Counselors, LLC | 123 | $9.02K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 125 | $9.00K | 0.00% | +125 | New |
| Okabena Investment Services Inc | 115 | $8.43K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 110 | $8.07K | 0.00% | −16−12.7% | Reduced |
| 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 |
| Ancora Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 93 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 85 | $6.00K | 0.00% | −46−35.1% | Reduced |
| Bell Investment Advisors, Inc | 78 | $5.72K | 0.00% | −10−11.4% | Reduced |
| Live Oak Investment Partners | – | $5.13K | 0.00% | – | New |
| Signaturefd, LLC | 69 | $5.06K | 0.00% | −165−70.5% | Reduced |
| Bessemer Group Inc | 65 | $5.00K | 0.00% | −511−88.7% | Reduced |
| Umb Bank N A | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 66 | $4.84K | 0.00% | +35+112.9% | Added |
| Quent Capital, LLC | 57 | $4.18K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 56 | $4.11K | 0.00% | −186−76.9% | Reduced |
| 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 |
| Denali Advisors LLC | 43 | $3.15K | 0.00% | +43 | New |
| Globeflex Capital L P | 30 | $2.20K | 0.00% | −10,706−99.7% | Reduced |
| Farmers & Merchants Investments Inc | 29 | $2.13K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 29 | $2.13K | 0.00% | +29 | New |
| Crewe Advisors LLC | 26 | $1.91K | 0.00% | −58−69.0% | Reduced |
| 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 |
| Allworth Financial LP | 21 | $1.54K | 0.00% | +12+133.3% | Added |
| Rise Advisors, LLC | 20 | $1.47K | 0.00% | +20 | New |
| Fiduciary Alliance LLC | 20 | $1.47K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 19 | $1.39K | 0.00% | −4−17.4% | Reduced |
| 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 |
| Benjamin Edwards Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $953 | 0.00% | +13 | New |
| Disciplined Investments, LLC | 12 | $880 | 0.00% | +4+50.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10 | $733 | 0.00% | +10 | New |