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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 3,698 | $312.5K | 0.03% | +3,698 | New |
| WR Wealth Planners, LLC | 3,693 | $312.1K | 0.12% | +112+3.1% | Added |
| Tower Research Capital LLC (TRC) | 3,427 | $289.6K | 0.01% | +1,807+111.5% | Added |
| Teza Capital Management LLC | 3,417 | $288.8K | 0.05% | +3,417 | New |
| Metropolitan Life Insurance Co | 3,318 | $280.4K | 0.01% | +48+1.5% | Added |
| Shell Asset Management Co | 3,268 | $276.0K | 0.01% | −19−0.6% | Reduced |
| Fulton Bank, N.A. | 3,226 | $272.6K | 0.01% | −12−0.4% | Reduced |
| Picton Mahoney Asset Management | 3,140 | $265.0K | 0.01% | +3,140 | New |
| Panagora Asset Management Inc | 3,118 | $263.5K | 0.00% | −12,369−79.9% | Reduced |
| Verition Fund Management LLC | 3,099 | $261.9K | 0.00% | +3,099 | New |
| Shelton Capital Management | 3,073 | $259.7K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,063 | $258.9K | 0.01% | −256−7.7% | Reduced |
| Profund Advisors LLC | 3,044 | $257.2K | 0.01% | −314−9.4% | Reduced |
| D. E. Shaw & Co., Inc. | 3,008 | $254.2K | 0.00% | −35,305−92.1% | Reduced |
| Hilton Capital Management, LLC | 2,898 | $244.9K | 0.03% | +2,898 | New |
| Great Lakes Retirement, Inc. | 2,805 | $237.0K | 0.04% | −16−0.6% | Reduced |
| Truist Financial Corp | 2,778 | $234.8K | 0.00% | −67−2.4% | Reduced |
| Wintrust Investments LLC | 2,760 | $233.0K | 0.02% | −1,600−36.7% | Reduced |
| JustInvest LLC | 2,506 | $211.8K | 0.01% | −153−5.8% | Reduced |
| Cim Investment Mangement Inc | 2,403 | $203.1K | 0.07% | +2,403 | New |
| The PNC Financial Services Group, Inc. | 2,237 | $189.0K | 0.00% | −84−3.6% | Reduced |
| Larson Financial Group LLC | 1,789 | $151.2K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,510 | $127.6K | 0.01% | −203−11.9% | Reduced |
| Pinebridge Investments, L.P. | 1,276 | $107.8K | 0.00% | +905+243.9% | Added |
| IFP Advisors, Inc | 1,717 | $105.1K | 0.01% | −707−29.2% | Reduced |
| Counterpoint Mutual Funds LLC | 1,236 | $104.5K | 0.10% | +1,236 | New |
| Lazard Asset Management LLC | 1,081 | $91.0K | 0.00% | −15−1.4% | Reduced |
| Global Retirement Partners, LLC | 1,065 | $90.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 992 | $83.8K | 0.05% | +8+0.8% | Added |
| 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 |
| Parallel Advisors, LLC | 892 | $75.4K | 0.00% | −26−2.8% | Reduced |
| Citadel Advisors LLC | 852 | $72.0K | 0.00% | −84,897−99.0% | Reduced |
| Harvest Fund Management Co., Ltd | 784 | $66.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 673 | $57.0K | 0.04% | −353−34.4% | Reduced |
| McIlrath & Eck, LLC | 631 | $53.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 562 | $47.5K | 0.00% | −166−22.8% | Reduced |
| Harbor Capital Advisors, Inc. | 550 | $46.5K | 0.01% | +550 | New |
| Quadrant Capital Group LLC | 549 | $46.4K | 0.00% | +89+19.3% | Added |
| Kapitalo Investimentos Ltda | 522 | $44.1K | 0.01% | −3,121−85.7% | Reduced |
| CWM, LLC | 479 | $40.0K | 0.00% | −236−33.0% | Reduced |
| JFS Wealth Advisors, LLC | 448 | $37.9K | 0.00% | +1+0.2% | Added |
| Anchor Investment Management, LLC | 385 | $32.5K | 0.00% | −115−23.0% | Reduced |
| Parkside Financial Bank & Trust | 359 | $30.3K | 0.01% | +8+2.3% | Added |
| Farther Finance Advisors, LLC | 352 | $29.8K | 0.01% | +147+71.7% | Added |
| HM Payson & Co | 348 | $29.4K | 0.00% | −1,900−84.5% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $25.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 269 | $22.8K | 0.00% | +3+1.1% | Added |
| Private Trust Co NA | 251 | $21.2K | 0.00% | −25−9.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 245 | $20.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 236 | $19.9K | 0.01% | +236 | New |
| Roffman Miller Associates Inc | 210 | $17.7K | 0.00% | +210 | New |
| Colonial Trust Co | 200 | $16.9K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 163 | $13.8K | 0.00% | +4+2.5% | Added |
| BDO Wealth Advisors, LLC | 159 | $13.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 159 | $13.4K | 0.00% | +55+52.9% | Added |
| Northwest Investment Counselors, LLC | 123 | $10.4K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 115 | $9.72K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 105 | $9.00K | 0.00% | +48+84.2% | Added |
| Massmutual Trust Co FSB | 102 | $8.62K | 0.00% | −96−48.5% | Reduced |
| Oakworth Capital, Inc. | 101 | $8.54K | 0.00% | +101 | New |
| Ancora Advisors, LLC | 100 | $8.45K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 93 | $7.86K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 88 | $7.45K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $6.59K | 0.00% | −6−7.1% | Reduced |
| Live Oak Investment Partners | – | $5.92K | 0.00% | – | – |
| Signaturefd, LLC | 69 | $5.83K | 0.00% | −8−10.4% | Reduced |
| Umb Bank N A | 62 | $5.24K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 60 | $5.07K | 0.00% | −9,452−99.4% | Reduced |
| Smithfield Trust Co | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $4.82K | 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 |
| Manchester Capital Management LLC | 42 | $3.55K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 41 | $3.46K | 0.00% | +41 | New |
| Sunbelt Securities, Inc. | 39 | $3.30K | 0.00% | +39 | New |
| USA Financial Portformulas Corp | 35 | $2.96K | 0.00% | +35 | New |
| Globeflex Capital L P | 30 | $2.54K | 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 |
| Brown Brothers Harriman & Co | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $2.28K | 0.00% | −2−6.9% | Reduced |
| 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 |
| Beacon Capital Management, LLC | 21 | $1.77K | 0.00% | +21 | New |
| Rise Advisors, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| 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 |
| Independence Bank of Kentucky | 13 | $1.10K | 0.00% | +13 | New |
| 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 |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $930 | 0.00% | +11 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $846 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $761 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $761 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $676 | 0.00% | +8 | New |