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, Q3 2023
Institutional positions in Maximus, Inc. as of Sep 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
- 324
- +21 vs. Q2 2023
- Shares held
- 59.8M
- −912.2K (−1.5%) vs. Q2 2023
- Total value
- $4.47B
- −$657.1M (−12.8%) vs. Q2 2023
- New holders
- 52
- 83 more added
- Sold out
- 31
- 135 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Maximus, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | +6+85.7% | Added |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | +5 | New |
| Assetmark, Inc | 1 | $75 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $75 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $149 | 0.00% | −10−83.3% | Reduced |
| Glassman Wealth Services | 4 | $299 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $373 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $448 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $597 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $672 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $673 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $747 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.05K | 0.00% | −1−6.7% | Reduced |
| AdvisorNet Financial, Inc | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $1.21K | 0.00% | −4−20.0% | Reduced |
| Denali Advisors LLC | 19 | $1.42K | 0.00% | +19 | New |
| Rise Advisors, LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 21 | $1.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $1.79K | 0.00% | −3−11.1% | Reduced |
| Steward Financial Group LLC | 39 | $2.00K | 0.00% | +39 | New |
| Brown Brothers Harriman & Co | 28 | $2.09K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 29 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 39 | $2.91K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 40 | $2.99K | 0.00% | +40 | New |
| Simplex Trading, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $3.06K | 0.00% | +41 | New |
| Manchester Capital Management LLC | 42 | $3.14K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 46 | $3.44K | 0.00% | +46 | New |
| Allworth Financial LP | 50 | $3.73K | 0.00% | −38−43.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $3.96K | 0.00% | +53 | New |
| Smithfield Trust Co | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $4.26K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 62 | $4.63K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 64 | $5.00K | 0.00% | +64 | New |
| Live Oak Investment Partners | – | $5.23K | 0.00% | – | – |
| Signaturefd, LLC | 74 | $5.53K | 0.00% | +5+7.2% | Added |
| Hexagon Capital Partners LLC | 76 | $5.68K | 0.00% | +72+1,800.0% | Added |
| Bell Investment Advisors, Inc | 78 | $5.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 84 | $6.29K | 0.00% | +43+104.9% | Added |
| Proequities, Inc. | 85 | $6.35K | 0.00% | +85 | New |
| Massmutual Trust Co FSB | 89 | $6.65K | 0.00% | −13−12.7% | Reduced |
| Princeton Global Asset Management LLC | 93 | $6.95K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $7.47K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 110 | $8.00K | 0.00% | +110 | New |
| Parkside Financial Bank & Trust | 108 | $8.07K | 0.00% | −251−69.9% | Reduced |
| Okabena Investment Services Inc | 115 | $8.59K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 115 | $9.00K | 0.00% | +10+9.5% | Added |
| Northwest Investment Counselors, LLC | 123 | $9.19K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 129 | $9.64K | 0.00% | +129 | New |
| Lindbrook Capital, LLC | 137 | $10.2K | 0.00% | −26−16.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 148 | $11.1K | 0.00% | −11−6.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $11.2K | 0.00% | +150 | New |
| HM Payson & Co | 180 | $13.4K | 0.00% | −168−48.3% | Reduced |
| St Germain D J Co Inc | 182 | $13.6K | 0.00% | +182 | New |
| Colonial Trust Co | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 245 | $18.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 265 | $19.8K | 0.00% | −1,452−84.6% | Reduced |
| Spire Wealth Management | 266 | $19.9K | 0.00% | −3−1.1% | Reduced |
| Private Trust Co NA | 295 | $22.0K | 0.00% | +44+17.5% | Added |
| Nomura Asset Management Co Ltd | 300 | $22.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 301 | $22.5K | 0.00% | −51−14.5% | Reduced |
| VisionPoint Advisory Group, LLC | 381 | $28.5K | 0.01% | +145+61.4% | Added |
| Anchor Investment Management, LLC | 385 | $28.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 449 | $33.5K | 0.00% | +1+0.2% | Added |
| CWM, LLC | 453 | $34.0K | 0.00% | −26−5.4% | Reduced |
| Quadrant Capital Group LLC | 536 | $40.0K | 0.00% | −13−2.4% | Reduced |
| Covestor Ltd | 566 | $42.0K | 0.03% | −107−15.9% | Reduced |
| McIlrath & Eck, LLC | 631 | $47.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 632 | $47.2K | 0.00% | +70+12.5% | Added |
| KBC Group NV | 918 | $69.0K | 0.00% | +918 | New |
| Harel Insurance Investments & Financial Services Ltd. | 934 | $70.0K | 0.00% | −31−3.2% | Reduced |
| Ci Investments Inc. | 989 | $74.0K | 0.00% | +19+2.0% | Added |
| Eagle Bay Advisors LLC | 992 | $74.1K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 993 | $74.2K | 0.00% | +101+11.3% | Added |
| Aquatic Capital Management LLC | 1,000 | $75.0K | 0.00% | −5,000−83.3% | Reduced |
| Global Retirement Partners, LLC | 1,041 | $76.3K | 0.00% | −24−2.3% | Reduced |
| NBC Securities, Inc. | 1,150 | $85.0K | 0.01% | +1,150 | New |
| Cubist Systematic Strategies, LLC | 1,147 | $85.7K | 0.00% | +1,087+1,811.7% | Added |
| TD Private Client Wealth LLC | 1,368 | $102.2K | 0.00% | −142−9.4% | Reduced |
| Larson Financial Group LLC | 1,789 | $133.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,115 | $157.9K | 0.00% | −122−5.5% | Reduced |
| State of Wyoming | 2,331 | $174.1K | 0.04% | −4,129−63.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,726 | $203.6K | 0.00% | −5,740−67.8% | Reduced |
| Park Avenue Securities LLC | 2,815 | $210.0K | 0.00% | +2,815 | New |
| Shelton Capital Management | 2,817 | $210.4K | 0.01% | −256−8.3% | Reduced |
| Janney Montgomery Scott LLC | 2,838 | $212.0K | 0.00% | +2,838 | New |
| Virtu Financial LLC | 2,865 | $214.0K | 0.02% | −7,156−71.4% | Reduced |
| Hilton Capital Management, LLC | 2,867 | $214.1K | 0.03% | −31−1.1% | Reduced |
| Profund Advisors LLC | 2,933 | $219.0K | 0.01% | −111−3.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,115 | $232.7K | 0.00% | +3,115 | New |
| Dakota Wealth Management | 3,190 | $238.2K | 0.01% | +127+4.1% | Added |
| Shell Asset Management Co | 3,218 | $240.0K | 0.01% | −50−1.5% | Reduced |
| Picton Mahoney Asset Management | 3,470 | $259.0K | 0.01% | +330+10.5% | Added |
| Mondrian Investment Partners LTD | 3,484 | $260.2K | 0.01% | −575,646−99.4% | Reduced |
| Metropolitan Life Insurance Co | 3,501 | $261.5K | 0.01% | +183+5.5% | Added |
| Mount Yale Investment Advisors, LLC | 3,505 | $261.8K | 0.03% | −193−5.2% | Reduced |