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 2024
Institutional positions in Maximus, Inc. as of Dec 31, 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
- 354
- −14 vs. Q3 2024
- Shares held
- 57.1M
- −1.41M (−2.4%) vs. Q3 2024
- Total value
- $4.26B
- −$1.19B (−21.8%) vs. Q3 2024
- New holders
- 64
- 136 more added
- Sold out
- 78
- 116 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Maximus, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 5 | $0 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 1 | $75 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $75 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $85 | 0.01% | −1,149−99.9% | Reduced |
| Versant Capital Management, Inc | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $149 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 3 | $224 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $224 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $224 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $224 | 0.00% | +3 | New |
| GWM Advisors LLC | 4 | $299 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 8 | $597 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 9 | $672 | 0.00% | +9 | New |
| Assetmark, Inc | 10 | $739 | 0.00% | +3+42.9% | Added |
| Coppell Advisory Solutions LLC | 10 | $742 | 0.00% | +10 | New |
| Riverview Trust Co | 10 | $747 | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 10 | $755 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $822 | 0.00% | −10−47.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $822 | 0.00% | −2−15.4% | Reduced |
| Huntington National Bank | 12 | $896 | 0.00% | −102−89.5% | Reduced |
| Raleigh Capital Management Inc. | 13 | $990 | 0.00% | +13 | Added |
| Hemington Wealth Management | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 21 | $1.57K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $1.57K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 24 | $1.79K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $2.76K | 0.00% | −16−30.2% | Reduced |
| FSA Wealth Management LLC | 39 | $2.91K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $3.18K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 46 | $3.43K | 0.00% | −4,611−99.0% | Reduced |
| LGT Financial Advisors LLC | 46 | $3.43K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 52 | $3.88K | 0.00% | −32−38.1% | Reduced |
| Smithfield Trust Co | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 61 | $4.55K | 0.00% | −1−1.6% | Reduced |
| Geneos Wealth Management Inc. | 61 | $4.55K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 61 | $4.55K | 0.00% | +13+27.1% | Added |
| TD Private Client Wealth LLC | 63 | $4.70K | 0.00% | −1,243−95.2% | Reduced |
| Live Oak Investment Partners | – | $5.23K | 0.00% | – | – |
| Hexagon Capital Partners LLC | 71 | $5.30K | 0.00% | +54+317.6% | Added |
| Spire Wealth Management | 74 | $5.52K | 0.00% | −192−72.2% | Reduced |
| Signaturefd, LLC | 76 | $5.67K | 0.00% | −19−20.0% | Reduced |
| Jones Financial Companies LLLP | 79 | $5.90K | 0.00% | −22−21.8% | Reduced |
| Webster Bank, N. A. | 84 | $6.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 93 | $6.94K | 0.00% | +5+5.7% | Added |
| Bell Investment Advisors, Inc | 101 | $7.54K | 0.00% | +23+29.5% | Added |
| Capital Advisors, Ltd. LLC | 113 | $8.00K | 0.00% | −49−30.2% | Reduced |
| Parkside Financial Bank & Trust | 108 | $8.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 114 | $8.51K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 128 | $9.58K | 0.00% | +128 | New |
| Lindbrook Capital, LLC | 131 | $9.78K | 0.00% | −8−5.8% | Reduced |
| Bessemer Group Inc | 138 | $10.0K | 0.00% | +48+53.3% | Added |
| Northwestern Mutual Wealth Management Co | 148 | $11.0K | 0.00% | +48+48.0% | Added |
| Smartleaf Asset Management LLC | 149 | $11.1K | 0.00% | +66+79.5% | Added |
| Anchor Investment Management, LLC | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 200 | $14.9K | 0.01% | +200 | New |
| National Bank of Canada | 206 | $15.4K | 0.00% | +206 | New |
| Colonial Trust Co | 213 | $15.9K | 0.00% | +13+6.5% | Added |
| EverSource Wealth Advisors, LLC | 229 | $17.1K | 0.00% | +81+54.7% | Added |
| Federation des caisses Desjardins du Quebec | 240 | $17.9K | 0.00% | +140+140.0% | Added |
| Westside Investment Management, Inc. | 260 | $19.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 281 | $21.0K | 0.00% | −70−19.9% | Reduced |
| Rise Advisors, LLC | 292 | $21.8K | 0.01% | −19−6.1% | Reduced |
| Ci Investments Inc. | 301 | $22.0K | 0.00% | −862−74.1% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $22.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 356 | $26.6K | 0.00% | +158+79.8% | Added |
| Eastern Bank | 390 | $29.1K | 0.00% | +390 | New |
| GAMMA Investing LLC | 438 | $32.7K | 0.00% | −424−49.2% | Reduced |
| Quadrant Capital Group LLC | 438 | $32.7K | 0.00% | −75−14.6% | Reduced |
| JFS Wealth Advisors, LLC | 451 | $33.7K | 0.00% | +2+0.4% | Added |
| V-Square Quantitative Management LLC | 453 | $33.8K | 0.00% | +180+65.9% | Added |
| J.Safra Asset Management Corp | 484 | $35.9K | 0.00% | +137+39.5% | Added |
| Fifth Third Bancorp | 615 | $45.9K | 0.00% | −160−20.6% | Reduced |
| McIlrath & Eck, LLC | 631 | $47.1K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 720 | $53.7K | 0.05% | +720 | New |
| IFP Advisors, Inc | 786 | $58.7K | 0.00% | +302+62.4% | Added |
| Quarry LP | 798 | $59.6K | 0.01% | −219−21.5% | Reduced |
| Archer Investment Corp | 800 | $59.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 820 | $61.2K | 0.00% | +428+109.2% | Added |
| Ronald Blue Trust, Inc. | 925 | $69.1K | 0.00% | −385−29.4% | Reduced |
| Parallel Advisors, LLC | 953 | $71.2K | 0.00% | −244−20.4% | Reduced |
| Eagle Bay Advisors LLC | 973 | $72.6K | 0.05% | −6−0.6% | Reduced |
| Painted Porch Advisors LLC | 1,039 | $77.6K | 0.04% | +351+51.0% | Added |
| Public Employees Retirement System of Ohio | 1,388 | $103.6K | 0.00% | −316−18.5% | Reduced |
| Allworth Financial LP | 1,495 | $116.2K | 0.00% | +1,409+1,638.4% | Added |
| Bayforest Capital Ltd | 1,621 | $121.0K | 0.15% | +1,621 | New |
| LRI Investments, LLC | 1,638 | $122.3K | 0.01% | +501+44.1% | Added |
| Covestor Ltd | 1,773 | $132.0K | 0.08% | +527+42.3% | Added |
| CWM, LLC | 1,917 | $143.0K | 0.00% | +1,229+178.6% | Added |
| Quest Partners LLC | 2,060 | $153.8K | 0.02% | −35,428−94.5% | Reduced |
| Shell Asset Management Co | 2,110 | $158.0K | 0.01% | −10−0.5% | Reduced |
| Larson Financial Group LLC | 2,144 | $160.1K | 0.01% | +569+36.1% | Added |
| The PNC Financial Services Group, Inc. | 2,475 | $184.8K | 0.00% | −684−21.7% | Reduced |
| Central Pacific Bank - Trust Division | 2,680 | $200.1K | 0.03% | +760+39.6% | Added |
| Fulton Bank, N.A. | 2,682 | $200.2K | 0.01% | −1,447−35.0% | Reduced |
| Atria Investments LLC | 2,723 | $203.3K | 0.00% | +106+4.1% | Added |
| Net Worth Advisory Group | 2,730 | $203.8K | 0.06% | −55−2.0% | Reduced |