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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 5,070 | $378.6K | 0.00% | −5,630−52.6% | Reduced |
| FORA Capital, LLC | 5,058 | $377.7K | 0.03% | +5,058 | New |
| MML Investors Services, LLC | 5,048 | $377.0K | 0.00% | +1,130+28.8% | Added |
| Mengis Capital Management, Inc. | 5,000 | $373.4K | 0.08% | 00.0% | Unchanged |
| Washington Capital Management Inc | 4,500 | $336.1K | 0.31% | −2,200−32.8% | Reduced |
| ISAM Funds (UK) Ltd | 4,500 | $336.1K | 0.21% | +4,500 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,460 | $334.0K | 0.17% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,469 | $333.7K | 0.01% | −137−3.0% | Reduced |
| XTX Topco Ltd | 4,468 | $333.7K | 0.06% | +4,468 | New |
| Verdence Capital Advisors LLC | 4,423 | $330.3K | 0.04% | +227+5.4% | Added |
| Mariner, LLC | 4,411 | $329.4K | 0.00% | −333−7.0% | Reduced |
| Stephens Inc | 4,228 | $315.7K | 0.01% | −74−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,005 | $309.0K | 0.01% | −457−10.2% | Reduced |
| CWM Advisors, LLC | 4,119 | $307.6K | 0.04% | −6,623−61.7% | Reduced |
| Truist Financial Corp | 4,108 | $306.8K | 0.00% | +1,330+47.9% | Added |
| Tower Research Capital LLC (TRC) | 4,098 | $306.0K | 0.01% | +671+19.6% | Added |
| Bridgefront Capital, LLC | 3,973 | $296.7K | 0.21% | +3,973 | New |
| Pearl River Capital, LLC | 3,893 | $290.7K | 0.05% | −4,841−55.4% | Reduced |
| WR Wealth Planners, LLC | 3,852 | $287.7K | 0.11% | +159+4.3% | Added |
| Scott Investment Partners LLP | 3,800 | $284.0K | 0.65% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,747 | $279.8K | 0.00% | −122−3.2% | Reduced |
| Fulton Bank, N.A. | 3,658 | $273.2K | 0.01% | +432+13.4% | Added |
| Toroso Investments, LLC | 3,542 | $264.5K | 0.01% | +3,542 | New |
| Nebula Research & Development LLC | 3,534 | $263.9K | 0.14% | +3,534 | New |
| Mount Yale Investment Advisors, LLC | 3,505 | $261.8K | 0.03% | −193−5.2% | Reduced |
| Metropolitan Life Insurance Co | 3,501 | $261.5K | 0.01% | +183+5.5% | Added |
| Mondrian Investment Partners LTD | 3,484 | $260.2K | 0.01% | −575,646−99.4% | Reduced |
| Picton Mahoney Asset Management | 3,470 | $259.0K | 0.01% | +330+10.5% | Added |
| Shell Asset Management Co | 3,218 | $240.0K | 0.01% | −50−1.5% | Reduced |
| Dakota Wealth Management | 3,190 | $238.2K | 0.01% | +127+4.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,115 | $232.7K | 0.00% | +3,115 | New |
| Profund Advisors LLC | 2,933 | $219.0K | 0.01% | −111−3.6% | Reduced |
| Hilton Capital Management, LLC | 2,867 | $214.1K | 0.03% | −31−1.1% | Reduced |
| Virtu Financial LLC | 2,865 | $214.0K | 0.02% | −7,156−71.4% | Reduced |
| Janney Montgomery Scott LLC | 2,838 | $212.0K | 0.00% | +2,838 | New |
| Shelton Capital Management | 2,817 | $210.4K | 0.01% | −256−8.3% | Reduced |
| Park Avenue Securities LLC | 2,815 | $210.0K | 0.00% | +2,815 | New |
| Schonfeld Strategic Advisors LLC | 2,726 | $203.6K | 0.00% | −5,740−67.8% | Reduced |
| State of Wyoming | 2,331 | $174.1K | 0.04% | −4,129−63.9% | Reduced |
| The PNC Financial Services Group, Inc. | 2,115 | $157.9K | 0.00% | −122−5.5% | Reduced |
| Larson Financial Group LLC | 1,789 | $133.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,368 | $102.2K | 0.00% | −142−9.4% | Reduced |
| Cubist Systematic Strategies, LLC | 1,147 | $85.7K | 0.00% | +1,087+1,811.7% | Added |
| NBC Securities, Inc. | 1,150 | $85.0K | 0.01% | +1,150 | New |
| Global Retirement Partners, LLC | 1,041 | $76.3K | 0.00% | −24−2.3% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $75.0K | 0.00% | −5,000−83.3% | Reduced |
| Parallel Advisors, LLC | 993 | $74.2K | 0.00% | +101+11.3% | Added |
| Eagle Bay Advisors LLC | 992 | $74.1K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 989 | $74.0K | 0.00% | +19+2.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 934 | $70.0K | 0.00% | −31−3.2% | Reduced |
| KBC Group NV | 918 | $69.0K | 0.00% | +918 | New |
| Fifth Third Bancorp | 632 | $47.2K | 0.00% | +70+12.5% | Added |
| McIlrath & Eck, LLC | 631 | $47.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 566 | $42.0K | 0.03% | −107−15.9% | Reduced |
| Quadrant Capital Group LLC | 536 | $40.0K | 0.00% | −13−2.4% | Reduced |
| CWM, LLC | 453 | $34.0K | 0.00% | −26−5.4% | Reduced |
| JFS Wealth Advisors, LLC | 449 | $33.5K | 0.00% | +1+0.2% | Added |
| Anchor Investment Management, LLC | 385 | $28.8K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 381 | $28.5K | 0.01% | +145+61.4% | Added |
| Farther Finance Advisors, LLC | 301 | $22.5K | 0.00% | −51−14.5% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $22.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 295 | $22.0K | 0.00% | +44+17.5% | Added |
| Spire Wealth Management | 266 | $19.9K | 0.00% | −3−1.1% | Reduced |
| IFP Advisors, Inc | 265 | $19.8K | 0.00% | −1,452−84.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 245 | $18.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 182 | $13.6K | 0.00% | +182 | New |
| HM Payson & Co | 180 | $13.4K | 0.00% | −168−48.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $11.2K | 0.00% | +150 | New |
| Northwestern Mutual Wealth Management Co | 148 | $11.1K | 0.00% | −11−6.9% | Reduced |
| Lindbrook Capital, LLC | 137 | $10.2K | 0.00% | −26−16.0% | Reduced |
| Raleigh Capital Management Inc. | 129 | $9.64K | 0.00% | +129 | New |
| Northwest Investment Counselors, LLC | 123 | $9.19K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 115 | $9.00K | 0.00% | +10+9.5% | Added |
| Okabena Investment Services Inc | 115 | $8.59K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $8.07K | 0.00% | −251−69.9% | Reduced |
| Tyler-Stone Wealth Management | 110 | $8.00K | 0.00% | +110 | New |
| Ancora Advisors, LLC | 100 | $7.47K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 93 | $6.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 89 | $6.65K | 0.00% | −13−12.7% | Reduced |
| Proequities, Inc. | 85 | $6.35K | 0.00% | +85 | New |
| Kelly Financial Services LLC | 84 | $6.29K | 0.00% | +43+104.9% | Added |
| Capital Advisors, Ltd. LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $5.83K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 76 | $5.68K | 0.00% | +72+1,800.0% | Added |
| Signaturefd, LLC | 74 | $5.53K | 0.00% | +5+7.2% | Added |
| Live Oak Investment Partners | – | $5.23K | 0.00% | – | – |
| Ronald Blue Trust, Inc. | 64 | $5.00K | 0.00% | +64 | New |
| Umb Bank N A | 62 | $4.63K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $4.26K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $3.96K | 0.00% | +53 | New |
| Allworth Financial LP | 50 | $3.73K | 0.00% | −38−43.2% | Reduced |
| LGT Financial Advisors LLC | 46 | $3.44K | 0.00% | +46 | New |
| Manchester Capital Management LLC | 42 | $3.14K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $3.06K | 0.00% | +41 | New |
| Simplex Trading, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 40 | $2.99K | 0.00% | +40 | New |
| Sunbelt Securities, Inc. | 39 | $2.91K | 0.00% | 00.0% | Unchanged |