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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 131 | $9.78K | 0.00% | −8−5.8% | Reduced |
| MAI Capital Management | 128 | $9.58K | 0.00% | +128 | New |
| Massmutual Trust Co FSB | 114 | $8.51K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $8.06K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 113 | $8.00K | 0.00% | −49−30.2% | Reduced |
| Bell Investment Advisors, Inc | 101 | $7.54K | 0.00% | +23+29.5% | Added |
| Rothschild Investment LLC | 93 | $6.94K | 0.00% | +5+5.7% | Added |
| Webster Bank, N. A. | 84 | $6.27K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 79 | $5.90K | 0.00% | −22−21.8% | Reduced |
| Signaturefd, LLC | 76 | $5.67K | 0.00% | −19−20.0% | Reduced |
| Spire Wealth Management | 74 | $5.52K | 0.00% | −192−72.2% | Reduced |
| Hexagon Capital Partners LLC | 71 | $5.30K | 0.00% | +54+317.6% | Added |
| Live Oak Investment Partners | – | $5.23K | 0.00% | – | – |
| TD Private Client Wealth LLC | 63 | $4.70K | 0.00% | −1,243−95.2% | Reduced |
| 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 |
| Smithfield Trust Co | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 52 | $3.88K | 0.00% | −32−38.1% | Reduced |
| 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $3.18K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $2.98K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 39 | $2.91K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $2.76K | 0.00% | −16−30.2% | Reduced |
| Farmers & Merchants Investments Inc | 24 | $1.79K | 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 |
| Skopos Labs, Inc. | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $990 | 0.00% | +13 | Added |
| Huntington National Bank | 12 | $896 | 0.00% | −102−89.5% | Reduced |
| SJS Investment Consulting Inc. | 11 | $822 | 0.00% | −10−47.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $822 | 0.00% | −2−15.4% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $755 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 10 | $747 | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 10 | $742 | 0.00% | +10 | New |
| Assetmark, Inc | 10 | $739 | 0.00% | +3+42.9% | Added |
| UMA Financial Services, Inc. | 9 | $672 | 0.00% | +9 | New |
| Logan Capital Management Inc | 8 | $597 | 0.00% | +8 | New |
| GWM Advisors LLC | 4 | $299 | 0.00% | 00.0% | Unchanged |
| 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 |
| Versant Capital Management, Inc | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $149 | 0.00% | +2 | New |
| NBC Securities, Inc. | 1 | $85 | 0.01% | −1,149−99.9% | Reduced |
| Cornerstone Planning Group LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $75 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $75 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 5 | $0 | 0.00% | +5 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −259,567−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −177,215−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −109,920−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −106,800−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −49,639−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −47,963−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −45,656−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −41,714−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −22,792−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −17,007−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −15,377−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −14,924−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,622−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −13,444−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −13,444−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,325−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −11,966−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −11,103−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,824−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,399−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,247−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −9,605−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Spectrum Asset Management, Inc. (NB/CA) | 0 | $0 | 0.00% | −8,214−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −6,770−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,616−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −6,237−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,427−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −5,377−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,339−100.0% | Sold out |
| Mengis Capital Management, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,725−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −4,277−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −3,881−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,718−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,559−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,428−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,442−100.0% | Sold out |