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, Q2 2023
Institutional positions in Maximus, Inc. as of Jun 30, 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
- 305
- +4 vs. Q1 2023
- Shares held
- 60.7M
- +158.8K (+0.3%) vs. Q1 2023
- Total value
- $5.13B
- +$361.1M (+7.6%) vs. Q1 2023
- New holders
- 36
- 93 more added
- Sold out
- 32
- 122 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Maximus, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Comerica Bank | 49,085 | $1 | 0.00% | +49,085 | New |
| Glassman Wealth Services | 4 | $338 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $338 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $423 | 0.00% | −10−66.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $676 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 9 | $761 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $761 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $846 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $930 | 0.00% | +11 | New |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $1.01K | 0.00% | −1−7.7% | Reduced |
| Versant Capital Management, Inc | 12 | $1.01K | 0.00% | +10+500.0% | Added |
| Independence Bank of Kentucky | 13 | $1.10K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 15 | $1.27K | 0.00% | −1−6.3% | Reduced |
| AdvisorNet Financial, Inc | 15 | $1.27K | 0.00% | −1−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 21 | $1.77K | 0.00% | +21 | New |
| First Horizon Advisors, Inc. | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $2.28K | 0.00% | −2−6.9% | Reduced |
| Brown Brothers Harriman & Co | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 29 | $2.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 29 | $2.45K | 0.00% | +29 | New |
| Globeflex Capital L P | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 35 | $2.96K | 0.00% | +35 | New |
| Sunbelt Securities, Inc. | 39 | $3.30K | 0.00% | +39 | New |
| Kelly Financial Services LLC | 41 | $3.46K | 0.00% | +41 | New |
| Manchester Capital Management LLC | 42 | $3.55K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 50 | $4.00K | 0.00% | −1,050−95.5% | Reduced |
| TSFG, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $4.82K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 60 | $5.07K | 0.00% | −9,452−99.4% | Reduced |
| Umb Bank N A | 62 | $5.24K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 69 | $5.83K | 0.00% | −8−10.4% | Reduced |
| Live Oak Investment Partners | – | $5.92K | 0.00% | – | – |
| Bell Investment Advisors, Inc | 78 | $6.59K | 0.00% | −6−7.1% | Reduced |
| Capital Advisors, Ltd. LLC | 77 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 88 | $7.45K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 93 | $7.86K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $8.45K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 101 | $8.54K | 0.00% | +101 | New |
| Massmutual Trust Co FSB | 102 | $8.62K | 0.00% | −96−48.5% | Reduced |
| Bessemer Group Inc | 105 | $9.00K | 0.00% | +48+84.2% | Added |
| Okabena Investment Services Inc | 115 | $9.72K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 123 | $10.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 159 | $13.4K | 0.00% | +55+52.9% | Added |
| BDO Wealth Advisors, LLC | 159 | $13.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 163 | $13.8K | 0.00% | +4+2.5% | Added |
| Colonial Trust Co | 200 | $16.9K | 0.00% | +200 | New |
| Roffman Miller Associates Inc | 210 | $17.7K | 0.00% | +210 | New |
| VisionPoint Advisory Group, LLC | 236 | $19.9K | 0.01% | +236 | New |
| Steward Partners Investment Advisory, LLC | 245 | $20.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 251 | $21.2K | 0.00% | −25−9.1% | Reduced |
| Spire Wealth Management | 269 | $22.8K | 0.00% | +3+1.1% | Added |
| Nomura Asset Management Co Ltd | 300 | $25.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 348 | $29.4K | 0.00% | −1,900−84.5% | Reduced |
| Farther Finance Advisors, LLC | 352 | $29.8K | 0.01% | +147+71.7% | Added |
| Parkside Financial Bank & Trust | 359 | $30.3K | 0.01% | +8+2.3% | Added |
| Anchor Investment Management, LLC | 385 | $32.5K | 0.00% | −115−23.0% | Reduced |
| JFS Wealth Advisors, LLC | 448 | $37.9K | 0.00% | +1+0.2% | Added |
| CWM, LLC | 479 | $40.0K | 0.00% | −236−33.0% | Reduced |
| Kapitalo Investimentos Ltda | 522 | $44.1K | 0.01% | −3,121−85.7% | Reduced |
| Quadrant Capital Group LLC | 549 | $46.4K | 0.00% | +89+19.3% | Added |
| Harbor Capital Advisors, Inc. | 550 | $46.5K | 0.01% | +550 | New |
| Fifth Third Bancorp | 562 | $47.5K | 0.00% | −166−22.8% | Reduced |
| McIlrath & Eck, LLC | 631 | $53.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 673 | $57.0K | 0.04% | −353−34.4% | Reduced |
| Harvest Fund Management Co., Ltd | 784 | $66.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 852 | $72.0K | 0.00% | −84,897−99.0% | Reduced |
| Parallel Advisors, LLC | 892 | $75.4K | 0.00% | −26−2.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 965 | $82.0K | 0.00% | +28+3.0% | Added |
| Ci Investments Inc. | 970 | $82.0K | 0.00% | +70+7.8% | Added |
| Eagle Bay Advisors LLC | 992 | $83.8K | 0.05% | +8+0.8% | Added |
| Global Retirement Partners, LLC | 1,065 | $90.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,081 | $91.0K | 0.00% | −15−1.4% | Reduced |
| Counterpoint Mutual Funds LLC | 1,236 | $104.5K | 0.10% | +1,236 | New |
| IFP Advisors, Inc | 1,717 | $105.1K | 0.01% | −707−29.2% | Reduced |
| Pinebridge Investments, L.P. | 1,276 | $107.8K | 0.00% | +905+243.9% | Added |
| TD Private Client Wealth LLC | 1,510 | $127.6K | 0.01% | −203−11.9% | Reduced |
| Larson Financial Group LLC | 1,789 | $151.2K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,237 | $189.0K | 0.00% | −84−3.6% | Reduced |
| Cim Investment Mangement Inc | 2,403 | $203.1K | 0.07% | +2,403 | New |
| JustInvest LLC | 2,506 | $211.8K | 0.01% | −153−5.8% | Reduced |
| Wintrust Investments LLC | 2,760 | $233.0K | 0.02% | −1,600−36.7% | Reduced |
| Truist Financial Corp | 2,778 | $234.8K | 0.00% | −67−2.4% | Reduced |
| Great Lakes Retirement, Inc. | 2,805 | $237.0K | 0.04% | −16−0.6% | Reduced |
| Hilton Capital Management, LLC | 2,898 | $244.9K | 0.03% | +2,898 | New |
| D. E. Shaw & Co., Inc. | 3,008 | $254.2K | 0.00% | −35,305−92.1% | Reduced |
| Profund Advisors LLC | 3,044 | $257.2K | 0.01% | −314−9.4% | Reduced |
| Dakota Wealth Management | 3,063 | $258.9K | 0.01% | −256−7.7% | Reduced |
| Shelton Capital Management | 3,073 | $259.7K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,099 | $261.9K | 0.00% | +3,099 | New |
| Panagora Asset Management Inc | 3,118 | $263.5K | 0.00% | −12,369−79.9% | Reduced |
| Picton Mahoney Asset Management | 3,140 | $265.0K | 0.01% | +3,140 | New |
| Fulton Bank, N.A. | 3,226 | $272.6K | 0.01% | −12−0.4% | Reduced |
| Shell Asset Management Co | 3,268 | $276.0K | 0.01% | −19−0.6% | Reduced |