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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, Q4 2023

Institutional positions in Maximus, Inc. as of Dec 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
345
+28 vs. Q3 2023
Shares held
59.2M
−483.1K (−0.8%) vs. Q3 2023
Total value
$4.97B
+$503.2M (+11.3%) vs. Q3 2023
New holders
62
102 more added
Sold out
34
128 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 345 institutions
Q1 2021: 324 institutionsQ2 2021: 354 institutionsQ3 2021: 323 institutionsQ4 2021: 347 institutionsQ1 2022: 321 institutionsQ2 2022: 309 institutionsQ3 2022: 296 institutionsQ4 2022: 306 institutionsQ1 2023: 303 institutionsQ2 2023: 305 institutionsQ3 2023: 324 institutionsQ4 2023: 345 institutionsQ1 2024: 351 institutionsQ2 2024: 357 institutionsQ3 2024: 373 institutionsQ4 2024: 354 institutionsQ1 2025: 355 institutionsQ2 2025: 378 institutionsQ3 2025: 385 institutionsQ4 2025: 387 institutionsQ1 2026: 376 institutionsQ2 2026: 354 institutions
Value heldQ4 2023: $4.97B
Q1 2021: $5.18BQ2 2021: $5.15BQ3 2021: $4.89BQ4 2021: $4.65BQ1 2022: $4.46BQ2 2022: $3.67BQ3 2022: $3.46BQ4 2022: $4.40BQ1 2023: $4.77BQ2 2023: $5.13BQ3 2023: $4.47BQ4 2023: $4.97BQ1 2024: $4.93BQ2 2024: $5.04BQ3 2024: $5.45BQ4 2024: $4.26BQ1 2025: $3.86BQ2 2025: $4.00BQ3 2025: $5.06BQ4 2025: $4.99BQ1 2026: $3.56BQ2 2026: $2.99B
Institutions holding MMS and their total value by quarter
QuarterHoldersValue
Q2 2026354$2.99B
Q1 2026376$3.56B
Q4 2025387$4.99B
Q3 2025385$5.06B
Q2 2025378$4.00B
Q1 2025355$3.86B
Q4 2024354$4.26B
Q3 2024373$5.45B
Q2 2024357$5.04B
Q1 2024351$4.93B
Q4 2023345$4.97B
Q3 2023324$4.47B
Q2 2023305$5.13B
Q1 2023303$4.77B
Q4 2022306$4.40B
Q3 2022296$3.46B
Q2 2022309$3.67B
Q1 2022321$4.46B
Q4 2021347$4.65B
Q3 2021323$4.89B
Q2 2021354$5.15B
Q1 2021324$5.18B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Maximus, Inc.; share changes are against Q3 2023.

Institutions holding MMS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Annis Gardner Whiting Capital Advisors, LLC53$4.45K0.00%00.0%Unchanged
HM Payson & Co50$4.19K0.00%−130−72.2%Reduced
TSFG, LLC50$4.00K0.00%00.0%Unchanged
LGT Financial Advisors LLC46$3.86K0.00%00.0%Unchanged
Harbour Investments, Inc.44$3.69K0.00%+4+10.0%Added
Frazier Financial Advisors, LLC41$3.44K0.00%+41New
Arlington Trust Co LLC41$3.44K0.00%+41New
Allworth Financial LP40$3.35K0.00%−10−20.0%Reduced
Castleview Partners, LLC40$3.35K0.00%+40New
Kayne Anderson Rudnick Investment Management LLC39$3.35K0.00%+31+387.5%Added
First Manhattan Co39$3.27K0.00%+39New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.41$3.17K0.00%00.0%Unchanged
West Tower Group, LLC37$3.10K0.01%+37New
FSA Wealth Management LLC39$3.00K0.00%+39New
McGlone Suttner Wealth Management, Inc.32$2.71K0.00%+32New
GWM Advisors LLC31$2.60K0.00%+31New
RFP Financial Group LLC29$2.43K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc24$2.01K0.00%00.0%Unchanged
Baystate Wealth Management LLC23$1.99K0.00%+23New
Newbridge Financial Services Group, Inc.23$1.93K0.00%00.0%Unchanged
Private Wealth Management Group, LLC21$1.76K0.00%+21New
St Germain D J Co Inc21$1.76K0.00%−161−88.5%Reduced
Rise Advisors, LLC20$1.70K0.00%00.0%Unchanged
Sunbelt Securities, Inc.20$1.68K0.00%−19−48.7%Reduced
Beacon Capital Management, LLC21$1.57K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$1.43K0.00%+3+21.4%Added
IFP Advisors, Inc16$1.34K0.00%−249−94.0%Reduced
AdvisorNet Financial, Inc16$1.34K0.00%+1+6.7%Added
Manchester Capital Management LLC14$1.18K0.00%−28−66.7%Reduced
Geneos Wealth Management Inc.10$8390.00%+10New
DiNuzzo Private Wealth, Inc.10$8390.00%+10New
Advisory Services Network, LLC10$8380.00%+10New
Prestige Wealth Management Group LLC9$7550.00%00.0%Unchanged
Archer Investment Corp9$7550.00%00.0%Unchanged
EverSource Wealth Advisors, LLC8$6710.00%−8−50.0%Reduced
Raleigh Capital Management Inc.8$6680.00%−121−93.8%Reduced
Delta Asset Management LLC6$5030.00%+6New
Glassman Wealth Services4$3350.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$2520.00%+3New
Versant Capital Management, Inc2$1680.00%00.0%Unchanged
Cornerstone Planning Group LLC1$840.00%00.0%Unchanged
Johnson Financial Group, Inc.1$840.00%+1New
Abound Wealth Management1$580.00%+1New
Financial Management Professionals, Inc.5$00.00%00.0%Unchanged
Smartleaf Asset Management LLC10$00.00%+10New
Proequities, Inc.0$00.00%−85−100.0%Sold out
Broad Bay Capital Management, LP0$00.00%−248,000−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−180,117−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−119,527−100.0%Sold out
CTF Capital Management, LP0$00.00%−94,009−100.0%Sold out
Zacks Investment Management0$00.00%−56,799−100.0%Sold out
Squarepoint Ops LLC0$00.00%−27,695−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−8,231−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−6,304−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−5,768−100.0%Sold out
Versor Investments LP0$00.00%−5,144−100.0%Sold out
FORA Capital, LLC0$00.00%−5,058−100.0%Sold out
Washington Capital Management Inc0$00.00%−4,500−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−4,500−100.0%Sold out
XTX Topco Ltd0$00.00%−4,468−100.0%Sold out
Truist Financial Corp0$00.00%−4,108−100.0%Sold out
Mondrian Investment Partners LTD0$00.00%−3,484−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−2,838−100.0%Sold out
Park Avenue Securities LLC0$00.00%−2,815−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−2,726−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−631−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−150−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−123−100.0%Sold out
Okabena Investment Services Inc0$00.00%−115−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−76−100.0%Sold out
Umb Bank N A0$00.00%−62−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−28−100.0%Sold out
Denali Advisors LLC0$00.00%−19−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−7−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−10−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−6−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−5−100.0%Sold out
Assetmark, Inc0$00.00%−1−100.0%Sold out
Avion Wealth0$00.00%−13−100.0%Sold out
Bryn Mawr Trust Co––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Advisor Partners II, LLC––––Not filed
Front Barnett Associates LLC––––Not filed
Scott Investment Partners LLP––––Not filed
First Republic Investment Management, Inc.––––Not filed
Steward Financial Group LLC––––Not filed