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 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 3,581 | $281.8K | 0.12% | +254+7.6% | Added |
| CWM Advisors, LLC | 3,458 | $272.1K | 0.03% | +245+7.6% | Added |
| Virginia Retirement Systems Et Al | 3,400 | $267.6K | 0.00% | +3,400 | New |
| Profund Advisors LLC | 3,358 | $264.3K | 0.02% | −594−15.0% | Reduced |
| Dakota Wealth Management | 3,319 | $261.2K | 0.02% | +76+2.3% | Added |
| Shell Asset Management Co | 3,287 | $259.0K | 0.01% | −12−0.4% | Reduced |
| MML Investors Services, LLC | 3,276 | $258.0K | 0.00% | −1,024−23.8% | Reduced |
| Metropolitan Life Insurance Co | 3,270 | $257.3K | 0.01% | −543−14.2% | Reduced |
| Fulton Bank, N.A. | 3,238 | $254.8K | 0.01% | +206+6.8% | Added |
| Belpointe Asset Management LLC | 3,089 | $243.1K | 0.01% | +224+7.8% | Added |
| Shelton Capital Management | 3,073 | $241.8K | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,019 | $237.6K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 1,100 | $228.0K | 0.05% | +1,050+2,100.0% | Added |
| Truist Financial Corp | 2,845 | $223.9K | 0.00% | −24−0.8% | Reduced |
| Great Lakes Retirement, Inc. | 2,821 | $222.0K | 0.04% | +2,821 | New |
| Connable Office Inc | 2,705 | $212.9K | 0.03% | −1,698−38.6% | Reduced |
| JustInvest LLC | 2,659 | $209.3K | 0.01% | +2,659 | New |
| O'Shaughnessy Asset Management, LLC | 2,596 | $204.3K | 0.00% | +2,596 | New |
| The PNC Financial Services Group, Inc. | 2,321 | $182.7K | 0.00% | −9−0.4% | Reduced |
| HM Payson & Co | 2,248 | $176.9K | 0.00% | −1,875−45.5% | Reduced |
| Dark Forest Capital Management LP | 2,157 | $169.8K | 0.04% | +2,157 | New |
| IFP Advisors, Inc | 2,424 | $148.4K | 0.01% | −3,531−59.3% | Reduced |
| Larson Financial Group LLC | 1,789 | $140.8K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,713 | $134.8K | 0.01% | −78−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,620 | $127.0K | 0.00% | +245+17.8% | Added |
| Ronald Blue Trust, Inc. | 1,296 | $95.0K | 0.00% | +128+11.0% | Added |
| Global Retirement Partners, LLC | 1,065 | $87.6K | 0.00% | +78+7.9% | Added |
| Lazard Asset Management LLC | 1,096 | $86.0K | 0.00% | −586−34.8% | Reduced |
| Covestor Ltd | 1,026 | $81.0K | 0.07% | −827−44.6% | Reduced |
| State of Wyoming | 1,006 | $79.2K | 0.03% | −1,930−65.7% | Reduced |
| Eagle Bay Advisors LLC | 984 | $77.4K | 0.04% | −9−0.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 937 | $74.0K | 0.00% | −17−1.8% | Reduced |
| Parallel Advisors, LLC | 918 | $72.3K | 0.00% | −6−0.6% | Reduced |
| Ci Investments Inc. | 900 | $71.0K | 0.00% | +9+1.0% | Added |
| Harvest Fund Management Co., Ltd | 784 | $62.0K | 0.01% | +784 | New |
| Fifth Third Bancorp | 728 | $57.3K | 0.00% | +150+26.0% | Added |
| CWM, LLC | 715 | $56.0K | 0.00% | −201−21.9% | Reduced |
| Simplex Trading, LLC | 636 | $50.0K | 0.00% | +636 | New |
| McIlrath & Eck, LLC | 631 | $49.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $39.4K | 0.01% | −50−9.1% | Reduced |
| Quadrant Capital Group LLC | 460 | $36.2K | 0.00% | +71+18.3% | Added |
| JFS Wealth Advisors, LLC | 447 | $35.2K | 0.00% | +6+1.4% | Added |
| Macquarie Group Ltd | 449 | $35.0K | 0.00% | +449 | New |
| Amundi | 392 | $30.9K | 0.00% | −476−54.8% | Reduced |
| Pinebridge Investments, L.P. | 371 | $29.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 351 | $27.6K | 0.01% | +56+19.0% | Added |
| Nomura Asset Management Co Ltd | 300 | $23.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 276 | $21.7K | 0.00% | −13−4.5% | Reduced |
| Spire Wealth Management | 266 | $21.0K | 0.00% | −25−8.6% | Reduced |
| Ellevest, Inc. | 258 | $20.3K | 0.00% | −19−6.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 245 | $19.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 205 | $16.1K | 0.00% | +52+34.0% | Added |
| Baldrige Asset Management LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 198 | $15.6K | 0.00% | +113+132.9% | Added |
| Lindbrook Capital, LLC | 159 | $12.5K | 0.00% | −3−1.9% | Reduced |
| BDO Wealth Advisors, LLC | 159 | $12.5K | 0.00% | +1+0.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $12.0K | 0.00% | +150 | New |
| Northwest Investment Counselors, LLC | 123 | $9.68K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 123 | $9.67K | 0.00% | +123 | New |
| Okabena Investment Services Inc | 115 | $9.05K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 104 | $8.19K | 0.00% | −6−5.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 98 | $8.00K | 0.00% | −27−21.6% | Reduced |
| Ancora Advisors, LLC | 100 | $7.87K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 93 | $7.32K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 88 | $6.93K | 0.00% | +67+319.0% | Added |
| Bell Investment Advisors, Inc | 84 | $6.61K | 0.00% | +6+7.7% | Added |
| Signaturefd, LLC | 77 | $6.06K | 0.00% | +8+11.6% | Added |
| Capital Advisors, Ltd. LLC | 77 | $6.00K | 0.00% | +19+32.8% | Added |
| Live Oak Investment Partners | – | $5.51K | 0.00% | – | – |
| Tucker Asset Management LLC | 63 | $4.96K | 0.00% | +63 | New |
| Umb Bank N A | 62 | $4.88K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $4.49K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 56 | $4.41K | 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 |
| Denali Advisors LLC | 43 | $3.38K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $3.31K | 0.00% | +23+121.1% | Added |
| NewSquare Capital LLC | 36 | $2.83K | 0.00% | +36 | New |
| American National Bank | 34 | $2.68K | 0.00% | +34 | New |
| Schubert & Co | 31 | $2.44K | 0.00% | +8+34.8% | Added |
| Globeflex Capital L P | 30 | $2.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $2.28K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 29 | $2.28K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 28 | $2.20K | 0.00% | −372−93.0% | Reduced |
| PEAK6 Investments LLC | 26 | $2.05K | 0.00% | −340−92.9% | Reduced |
| 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 |
| Grove Bank & Trust | 22 | $1.73K | 0.00% | +22 | New |
| Rise Advisors, LLC | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $1.57K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 16 | $1.26K | 0.00% | +2+14.3% | Added |
| AdvisorNet Financial, Inc | 16 | $1.26K | 0.00% | +2+14.3% | Added |
| Baker Avenue Asset Management, LP | 15 | $1.18K | 0.00% | +10+200.0% | Added |
| Disciplined Investments, LLC | 13 | $1.02K | 0.00% | +1+8.3% | Added |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $787 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $709 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $315 | 0.00% | −62−93.9% | Reduced |