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, Q1 2023
Institutional positions in Maximus, Inc. as of Mar 31, 2023. 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
- 303
- −1 vs. Q4 2022
- Shares held
- 60.6M
- +675.1K (+1.1%) vs. Q4 2022
- Total value
- $4.77B
- +$375.7M (+8.6%) vs. Q4 2022
- New holders
- 34
- 115 more added
- Sold out
- 35
- 100 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Maximus, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2 | $157 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 4 | $315 | 0.00% | −62−93.9% | Reduced |
| Glassman Wealth Services | 4 | $315 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $709 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $787 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Disciplined Investments, LLC | 13 | $1.02K | 0.00% | +1+8.3% | Added |
| Baker Avenue Asset Management, LP | 15 | $1.18K | 0.00% | +10+200.0% | Added |
| AdvisorNet Financial, Inc | 16 | $1.26K | 0.00% | +2+14.3% | Added |
| SJS Investment Consulting Inc. | 16 | $1.26K | 0.00% | +2+14.3% | Added |
| EverSource Wealth Advisors, LLC | 20 | $1.57K | 0.00% | +20 | New |
| Rise Advisors, LLC | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 22 | $1.73K | 0.00% | +22 | New |
| First Horizon Advisors, Inc. | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 26 | $2.05K | 0.00% | −340−92.9% | Reduced |
| Brown Brothers Harriman & Co | 28 | $2.20K | 0.00% | −372−93.0% | Reduced |
| Farmers & Merchants Investments Inc | 29 | $2.28K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 29 | $2.28K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 30 | $2.36K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $2.44K | 0.00% | +8+34.8% | Added |
| American National Bank | 34 | $2.68K | 0.00% | +34 | New |
| NewSquare Capital LLC | 36 | $2.83K | 0.00% | +36 | New |
| Manchester Capital Management LLC | 42 | $3.31K | 0.00% | +23+121.1% | Added |
| Denali Advisors LLC | 43 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 57 | $4.00K | 0.00% | −8−12.3% | Reduced |
| Smithfield Trust Co | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 56 | $4.41K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $4.49K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 62 | $4.88K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 63 | $4.96K | 0.00% | +63 | New |
| Live Oak Investment Partners | – | $5.51K | 0.00% | – | – |
| Capital Advisors, Ltd. LLC | 77 | $6.00K | 0.00% | +19+32.8% | Added |
| Signaturefd, LLC | 77 | $6.06K | 0.00% | +8+11.6% | Added |
| Bell Investment Advisors, Inc | 84 | $6.61K | 0.00% | +6+7.7% | Added |
| Allworth Financial LP | 88 | $6.93K | 0.00% | +67+319.0% | Added |
| Princeton Global Asset Management LLC | 93 | $7.32K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 98 | $8.00K | 0.00% | −27−21.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 104 | $8.19K | 0.00% | −6−5.5% | Reduced |
| Okabena Investment Services Inc | 115 | $9.05K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 123 | $9.67K | 0.00% | +123 | New |
| Northwest Investment Counselors, LLC | 123 | $9.68K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $12.0K | 0.00% | +150 | New |
| BDO Wealth Advisors, LLC | 159 | $12.5K | 0.00% | +1+0.6% | Added |
| Lindbrook Capital, LLC | 159 | $12.5K | 0.00% | −3−1.9% | Reduced |
| Massmutual Trust Co FSB | 198 | $15.6K | 0.00% | +113+132.9% | Added |
| Baldrige Asset Management LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 205 | $16.1K | 0.00% | +52+34.0% | Added |
| Steward Partners Investment Advisory, LLC | 245 | $19.3K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 258 | $20.3K | 0.00% | −19−6.9% | Reduced |
| Spire Wealth Management | 266 | $21.0K | 0.00% | −25−8.6% | Reduced |
| Private Trust Co NA | 276 | $21.7K | 0.00% | −13−4.5% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $23.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 351 | $27.6K | 0.01% | +56+19.0% | Added |
| Pinebridge Investments, L.P. | 371 | $29.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 392 | $30.9K | 0.00% | −476−54.8% | Reduced |
| Macquarie Group Ltd | 449 | $35.0K | 0.00% | +449 | New |
| JFS Wealth Advisors, LLC | 447 | $35.2K | 0.00% | +6+1.4% | Added |
| Quadrant Capital Group LLC | 460 | $36.2K | 0.00% | +71+18.3% | Added |
| Anchor Investment Management, LLC | 500 | $39.4K | 0.01% | −50−9.1% | Reduced |
| McIlrath & Eck, LLC | 631 | $49.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 636 | $50.0K | 0.00% | +636 | New |
| CWM, LLC | 715 | $56.0K | 0.00% | −201−21.9% | Reduced |
| Fifth Third Bancorp | 728 | $57.3K | 0.00% | +150+26.0% | Added |
| Harvest Fund Management Co., Ltd | 784 | $62.0K | 0.01% | +784 | New |
| Ci Investments Inc. | 900 | $71.0K | 0.00% | +9+1.0% | Added |
| Parallel Advisors, LLC | 918 | $72.3K | 0.00% | −6−0.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 937 | $74.0K | 0.00% | −17−1.8% | Reduced |
| Eagle Bay Advisors LLC | 984 | $77.4K | 0.04% | −9−0.9% | Reduced |
| State of Wyoming | 1,006 | $79.2K | 0.03% | −1,930−65.7% | Reduced |
| Covestor Ltd | 1,026 | $81.0K | 0.07% | −827−44.6% | Reduced |
| Lazard Asset Management LLC | 1,096 | $86.0K | 0.00% | −586−34.8% | Reduced |
| Global Retirement Partners, LLC | 1,065 | $87.6K | 0.00% | +78+7.9% | Added |
| Ronald Blue Trust, Inc. | 1,296 | $95.0K | 0.00% | +128+11.0% | Added |
| Tower Research Capital LLC (TRC) | 1,620 | $127.0K | 0.00% | +245+17.8% | Added |
| TD Private Client Wealth LLC | 1,713 | $134.8K | 0.01% | −78−4.4% | Reduced |
| Larson Financial Group LLC | 1,789 | $140.8K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,424 | $148.4K | 0.01% | −3,531−59.3% | Reduced |
| Dark Forest Capital Management LP | 2,157 | $169.8K | 0.04% | +2,157 | New |
| HM Payson & Co | 2,248 | $176.9K | 0.00% | −1,875−45.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,321 | $182.7K | 0.00% | −9−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,596 | $204.3K | 0.00% | +2,596 | New |
| JustInvest LLC | 2,659 | $209.3K | 0.01% | +2,659 | New |
| Connable Office Inc | 2,705 | $212.9K | 0.03% | −1,698−38.6% | Reduced |
| Great Lakes Retirement, Inc. | 2,821 | $222.0K | 0.04% | +2,821 | New |
| Truist Financial Corp | 2,845 | $223.9K | 0.00% | −24−0.8% | Reduced |
| Resources Management Corp | 1,100 | $228.0K | 0.05% | +1,050+2,100.0% | Added |
| Alberta Investment Management Corp | 3,019 | $237.6K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 3,073 | $241.8K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,089 | $243.1K | 0.01% | +224+7.8% | Added |
| Fulton Bank, N.A. | 3,238 | $254.8K | 0.01% | +206+6.8% | Added |
| Metropolitan Life Insurance Co | 3,270 | $257.3K | 0.01% | −543−14.2% | Reduced |
| MML Investors Services, LLC | 3,276 | $258.0K | 0.00% | −1,024−23.8% | Reduced |
| Shell Asset Management Co | 3,287 | $259.0K | 0.01% | −12−0.4% | Reduced |
| Dakota Wealth Management | 3,319 | $261.2K | 0.02% | +76+2.3% | Added |
| Profund Advisors LLC | 3,358 | $264.3K | 0.02% | −594−15.0% | Reduced |