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Livermore
Livermore
ZHEN

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 2024

Institutional positions in Maximus, Inc. as of Sep 30, 2024. 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
373
+19 vs. Q2 2024
Shares held
58.5M
+7.32M (+14.3%) vs. Q2 2024
Total value
$5.45B
+$1.06B (+24.2%) vs. Q2 2024
New holders
52
146 more added
Sold out
33
115 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 373 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 heldQ3 2024: $5.45B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Maximus, Inc.; share changes are against Q2 2024.

Institutions holding MMS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Whittier Trust Co218$20.3K0.00%+218New
Anchor Investment Management, LLC200$18.6K0.00%−100−33.3%Reduced
CIBC Private Wealth Group, LLC200$18.6K0.00%−19−8.7%Reduced
Colonial Trust Co200$18.6K0.00%00.0%Unchanged
Umb Bank N A198$18.4K0.00%+162+450.0%Added
SRS Capital Advisors, Inc.163$15.2K0.00%00.0%Unchanged
Castleview Partners, LLC161$15.0K0.01%+49+43.8%Added
Capital Advisors, Ltd. LLC162$15.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC148$13.8K0.00%+7+5.0%Added
Lindbrook Capital, LLC139$12.9K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC123$11.5K0.00%+123New
Massmutual Trust Co FSB114$10.6K0.00%+27+31.0%Added
Huntington National Bank114$10.6K0.00%+89+356.0%Added
Parkside Financial Bank & Trust108$10.1K0.00%00.0%Unchanged
Jones Financial Companies LLLP101$9.36K0.00%+101New
Northwestern Mutual Wealth Management Co100$9.32K0.00%−29−22.5%Reduced
Ancora Advisors, LLC100$9.32K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec100$9.32K0.00%00.0%Unchanged
Signaturefd, LLC95$8.81K0.00%−3−3.1%Reduced
Princeton Global Asset Management LLC93$8.66K0.00%00.0%Unchanged
VitalStone Financial, LLC89$8.29K0.01%+89New
Rothschild Investment LLC88$8.20K0.00%+63+252.0%Added
Allworth Financial LP86$8.01K0.00%−30−25.9%Reduced
Bessemer Group Inc90$8.00K0.00%+56+164.7%Added
Webster Bank, N. A.84$7.83K0.00%00.0%Unchanged
Principal Securities, Inc.84$7.83K0.00%+8+10.5%Added
Smartleaf Asset Management LLC83$7.69K0.00%+38+84.4%Added
Jaffetilchin Investment Partners, LLC79$7.32K0.00%+79New
Bell Investment Advisors, Inc78$7.27K0.00%00.0%Unchanged
Live Oak Investment Partners–$6.52K0.01%––
Sterling Capital Management LLC62$5.78K0.00%+62New
Geneos Wealth Management Inc.61$5.68K0.00%+51+510.0%Added
Quent Capital, LLC57$5.31K0.00%00.0%Unchanged
Smithfield Trust Co55$5.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC53$4.94K0.00%00.0%Unchanged
True Wealth Design, LLC52$4.84K0.00%+52New
Mather Group, LLC.48$4.44K0.00%+46+2,300.0%Added
LGT Financial Advisors LLC46$4.29K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.41$3.82K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC39$3.73K0.00%00.0%Unchanged
FSA Wealth Management LLC39$3.63K0.00%+39New
Bokf, NA39$3.55K0.00%+39New
Gilliland Jeter Wealth Management LLC34$3.17K0.00%00.0%Unchanged
Proffitt & Goodson Inc30$2.79K0.00%+30New
Private Wealth Management Group, LLC25$2.33K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc24$2.24K0.00%00.0%Unchanged
Capital Performance Advisors LLP22$2.05K0.00%+22New
TSFG, LLC25$2.00K0.00%−25−50.0%Reduced
Hazlett, Burt & Watson, Inc.19$2.00K0.00%+19New
Hemington Wealth Management26$2.00K0.00%+26New
SJS Investment Consulting Inc.21$1.96K0.00%−1−4.5%Reduced
St Germain D J Co Inc21$1.96K0.00%00.0%Unchanged
Sunbelt Securities, Inc.20$1.86K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC19$1.77K0.00%+19New
Skopos Labs, Inc.18$1.68K0.00%+18New
Hexagon Capital Partners LLC17$1.58K0.00%+17New
DiNuzzo Private Wealth, Inc.13$1.21K0.00%+1+8.3%Added
Capital Analysts, LLC10$1.00K0.00%00.0%Unchanged
Picton Mahoney Asset Management13$1.00K0.00%+13New
Glen Eagle Advisors, LLC10$9380.00%00.0%Unchanged
Montag A & Associates Inc10$9320.00%−3−23.1%Reduced
Prestige Wealth Management Group LLC9$8390.00%00.0%Unchanged
Carolinas Wealth Consulting LLC9$8010.00%−1−10.0%Reduced
Assetmark, Inc7$6420.00%+6+600.0%Added
GWM Advisors LLC4$3730.00%00.0%Unchanged
Central Trust Co4$3730.00%+4New
Claris Advisors, LLC4$3730.00%+4New
Bruce G. Allen Investments, LLC3$2790.00%00.0%Unchanged
Annapolis Financial Services, LLC2$1870.00%+2New
Versant Capital Management, Inc2$1860.00%00.0%Unchanged
Cornerstone Planning Group LLC1$870.00%00.0%Unchanged
Raleigh Capital Management Inc.0$60.00%0Unchanged
Financial Management Professionals, Inc.4$00.00%00.0%Unchanged
Ophir Asset Management Pty Ltd0$00.00%−219,660−100.0%Sold out
RK Capital Management, LLC0$00.00%−190,500−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−90,640−100.0%Sold out
Foundry Partners, LLC0$00.00%−50,348−100.0%Sold out
New Century Financial Group, LLC0$00.00%−13,003−100.0%Sold out
AXS Investments LLC0$00.00%−11,277−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−8,286−100.0%Sold out
Summit Global Investments0$00.00%−8,279−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−8,238−100.0%Sold out
Colony Group, LLC0$00.00%−8,096−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−6,697−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−5,896−100.0%Sold out
Aigen Investment Management, LP0$00.00%−5,863−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−3,764−100.0%Sold out
Keebeck Alpha, LP0$00.00%−2,831−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−2,690−100.0%Sold out
Bailard, Inc.0$00.00%−2,500−100.0%Sold out
Truist Financial Corp0$00.00%−2,447−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−455−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−245−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−203−100.0%Sold out
Simplex Trading, LLC0$00.00%−134−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−110−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−105−100.0%Sold out
Kelly Financial Services LLC0$00.00%−85−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−41−100.0%Sold out
Headlands Technologies LLC0$00.00%−17−100.0%Sold out