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 2025
Institutional positions in Maximus, Inc. as of Sep 30, 2025. 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
- 385
- +15 vs. Q2 2025
- Shares held
- 55.4M
- −813.6K (−1.4%) vs. Q2 2025
- Total value
- $5.06B
- +$1.11B (+28.2%) vs. Q2 2025
- New holders
- 52
- 147 more added
- Sold out
- 37
- 133 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Maximus, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | −7−100.0% | Reduced |
| Cornerstone Planning Group LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $91 | 0.00% | −1−50.0% | Reduced |
| American Capital Advisory, LLC | 1 | $92 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 3 | $274 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $365 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $365 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $457 | 0.00% | −1−16.7% | Reduced |
| South State Corp. | 7 | $640 | 0.00% | +7 | New |
| Logan Capital Management Inc | 8 | $731 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $822 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $914 | 0.00% | −139−93.3% | Reduced |
| TD Private Client Wealth LLC | 10 | $914 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $914 | 0.00% | +3+42.9% | Added |
| Glen Eagle Advisors, LLC | 10 | $935 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.06K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $1.10K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 12 | $1.10K | 0.00% | +1+9.1% | Added |
| Sunbelt Securities, Inc. | 16 | $1.46K | 0.00% | +16 | New |
| CIBC Private Wealth Group, LLC | 18 | $1.65K | 0.00% | −10−35.7% | Reduced |
| St Germain D J Co Inc | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $1.92K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $2.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $2.01K | 0.00% | +11+100.0% | Added |
| Mather Group, LLC. | 24 | $2.19K | 0.00% | +24 | New |
| Private Trust Co NA | 25 | $2.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $2.38K | 0.00% | +3+13.0% | Added |
| Transamerica Financial Advisors, Inc. | 26 | $2.38K | 0.00% | +26 | New |
| FSA Wealth Management LLC | 39 | $3.56K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $3.75K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 43 | $3.93K | 0.00% | +24+126.3% | Added |
| WealthCollab, LLC | 46 | $4.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $4.39K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 55 | $5.03K | 0.00% | +55 | New |
| J.Safra Asset Management Corp | 62 | $5.67K | 0.00% | −304−83.1% | Reduced |
| Spire Wealth Management | 69 | $6.30K | 0.00% | +1+1.5% | Added |
| Hemington Wealth Management | 88 | $8.00K | 0.00% | +7+8.6% | Added |
| Assetmark, Inc | 92 | $8.39K | 0.00% | +54+142.1% | Added |
| Hillsdale Investment Management Inc. | 100 | $9.14K | 0.00% | −65,700−99.8% | Reduced |
| Anchor Investment Management, LLC | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $9.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 103 | $9.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $10.5K | 0.00% | +7+6.5% | Added |
| Massmutual Trust Co FSB | 127 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 127 | $11.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 135 | $12.3K | 0.00% | +32+31.1% | Added |
| Sterling Capital Management LLC | 137 | $12.5K | 0.00% | +1+0.7% | Added |
| MAI Capital Management | 141 | $12.9K | 0.00% | +13+10.2% | Added |
| Caitong International Asset Management Co., Ltd | 143 | $13.1K | 0.01% | +142+14,200.0% | Added |
| Jones Financial Companies LLLP | 161 | $14.2K | 0.00% | −12−6.9% | Reduced |
| Farther Finance Advisors, LLC | 168 | $15.3K | 0.00% | +48+40.0% | Added |
| Steward Partners Investment Advisory, LLC | 179 | $16.4K | 0.00% | −49−21.5% | Reduced |
| Hantz Financial Services, Inc. | 191 | $17.0K | 0.00% | +105+122.1% | Added |
| Root Financial Partners, LLC | 199 | $18.2K | 0.00% | +199 | New |
| Hopwood Financial Services, Inc. | 200 | $18.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 203 | $18.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 211 | $19.3K | 0.00% | +83+64.8% | Added |
| Signaturefd, LLC | 212 | $19.4K | 0.00% | −45−17.5% | Reduced |
| Smartleaf Asset Management LLC | 238 | $21.3K | 0.00% | +168+240.0% | Added |
| Federation des caisses Desjardins du Quebec | 240 | $21.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 240 | $21.9K | 0.01% | +77+47.2% | Added |
| Bessemer Group Inc | 246 | $23.0K | 0.00% | +84+51.9% | Added |
| Rise Advisors, LLC | 255 | $23.3K | 0.01% | +1+0.4% | Added |
| Westside Investment Management, Inc. | 260 | $23.8K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 293 | $26.8K | 0.00% | −6,016−95.4% | Reduced |
| Ci Investments Inc. | 328 | $30.0K | 0.00% | +50+18.0% | Added |
| Richardson Financial Services Inc. | 348 | $31.8K | 0.02% | +192+123.1% | Added |
| Clearstead Advisors, LLC | 350 | $32.0K | 0.00% | +88+33.6% | Added |
| Advisory Services Network, LLC | 351 | $32.1K | 0.00% | +351 | New |
| Global Retirement Partners, LLC | 379 | $34.6K | 0.00% | +112+41.9% | Added |
| Cullen/Frost Bankers, Inc. | 411 | $37.6K | 0.00% | +411 | New |
| JFS Wealth Advisors, LLC | 435 | $39.7K | 0.00% | +1+0.2% | Added |
| Principal Securities, Inc. | 472 | $43.1K | 0.00% | +69+17.1% | Added |
| Optiver Holding B.V. | 525 | $48.0K | 0.00% | +60+12.9% | Added |
| Fifth Third Bancorp | 593 | $54.2K | 0.00% | +113+23.5% | Added |
| Danske Bank A/S | 600 | $54.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 600 | $54.8K | 0.00% | +600 | New |
| Allworth Financial LP | 613 | $56.0K | 0.00% | +282+85.2% | Added |
| Nomura Asset Management Co Ltd | 620 | $56.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 631 | $57.7K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 657 | $60.0K | 0.01% | −1,166−64.0% | Reduced |
| Archer Investment Corp | 800 | $73.1K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 817 | $74.6K | 0.02% | +449+122.0% | Added |
| Umb Bank N A | 830 | $75.8K | 0.00% | −3−0.4% | Reduced |
| C M Bidwell & Associates Ltd | 883 | $80.7K | 0.04% | +883 | New |
| Painted Porch Advisors LLC | 944 | $86.3K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 957 | $87.4K | 0.00% | −13−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,039 | $95.0K | 0.00% | +1,039 | New |
| Aquatic Capital Management LLC | 1,100 | $100.5K | 0.00% | −36,526−97.1% | Reduced |
| Parkside Financial Bank & Trust | 1,118 | $102.2K | 0.01% | +239+27.2% | Added |
| National Bank of Canada | 1,118 | $102.2K | 0.00% | +313+38.9% | Added |
| NBC Securities, Inc. | 1,150 | $105.1K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 1,251 | $114.3K | 0.03% | +1,251 | New |
| GAMMA Investing LLC | 1,337 | $122.2K | 0.01% | +163+13.9% | Added |