MaximusMMS

13F holders, Q1 2024 (March 31)
349holders
6famous investors
$83.89avg. 13F price*

At the end of Q1 2024, 349 institutions reported holding Maximus Inc. (MMS) in their 13F filings. The largest holders were FMR LLC ($749.7M), BlackRock Inc. ($636.5M) and Vanguard Group Inc. ($520.9M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Maximus Inc.
CUSIP
577933104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 349Q1 2024Q2 2024: 355Q2 2024Q3 2024: 371Q3 2024Q4 2024: 353Q4 2024Q1 2025: 355Q1 2025Q2 2025: 378Q2 2025Q3 2025: 384Q3 2025Q4 2025: 386Q4 2025Q1 2026: 375Q1 2026Q2 2026: 352Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions51$80.9M
Exits48$136.0M

Ownership 349 holders

FMR LLC 0.05% Reduce -2.3% 8,935,884 $749.7M
BlackRock Inc. 0.01% Add +1.5% 7,586,300 $636.5M
Vanguard Group Inc. 0.01% Add +2.4% 6,208,839 $520.9M
Victory Capital Management Inc. 0.38% Reduce -13.8% 4,585,731 $384.7M
Mackenzie Financial Corp. 0.33% Add +2.8% 2,719,840 $228.2M
State Street Corp. 0.01% Add +2.4% 2,628,987 $220.6M
Geode Capital Management, LLC 0.01% Add +4.8% 1,442,934 $121.1M
Alliancebernstein L.P. 0.04% Reduce -38.7% 1,254,901 $105.3M
Janus Henderson Group PLC 0.06% Add +2.1% 1,254,536 $105.3M
Van Berkom & Associates Inc. 2.72% Add +1.5% 1,137,713 $95.5M
Dimensional Fund Advisors LP 0.02% Add +1.2% 1,074,885 $90.2M
Fuller & Thaler Asset Management, Inc. 0.36% Add +22.6% 990,875 $83.1M
Bank of America Corp. 0.01% Reduce -6.3% 825,895 $69.3M
Thrivent Financial for Lutherans 0.13% Add +1.5% 793,855 $66.6M
Charles Schwab Investment Management Inc. 0.02% Add +10.3% 790,676 $66.3M
Norges Bank 0.01% Add +12.0% 745,636 $62.6M
Northern Trust Corp. 0.01% Reduce -8.1% 715,711 $60.0M
Allspring Global Investments Holdings, LLC 0.09% Add +0.5% 705,302 $59.2M
First Trust Advisors LP 0.06% Add +5505.2% 703,284 $59.0M
Ameriprise Financial Inc. 0.02% Add +1.7% 692,532 $58.1M
Bank of New York Mellon Corp 0.01% Reduce -2.3% 631,848 $53.0M
Stephens Investment Management Group LLC 0.66% Add +5.0% 591,478 $49.6M
Nuveen Asset Management, LLC 0.01% Add +2.4% 564,943 $47.4M
Federated Hermes, Inc. 0.11% Add +0.8% 546,315 $45.8M
William Blair Investment Management, LLC 0.10% Reduce -0.1% 441,739 $37.1M
Morgan Stanley 0.00% Reduce -7.3% 359,683 $30.2M
Public Employees Retirement Association of Colorado 0.12% Reduce -0.7% 332,830 $27.9M
Wellington Management Group LLP 0.00% New 319,352 $26.8M
Lord, Abbett & Co. LLC 0.07% No change 263,280 $22.1M
JPMorgan Chase & Co. 0.00% Add +11.0% 236,229 $19.8M
Fort Washington Investment Advisors Inc. 0.13% Reduce -21.5% 235,976 $19.8M
Principal Financial Group Inc. 0.01% Reduce -5.1% 232,879 $19.5M
Reinhart Partners, Llc. 0.79% Add +1.8% 231,819 $19.4M
Ophir Asset Management Pty Ltd 3.22% Reduce -10.0% 219,199 $18.4M
Qube Research & Technologies Ltd 0.03% Add +182.6% 206,314 $17.3M
Rhumbline Advisers 0.02% Reduce -1.1% 200,110 $16.8M
Rice Hall James & Associates, LLC 0.91% Reduce -4.3% 189,662 $15.9M
Voya Investment Management LLC 0.02% Reduce -43.5% 188,413 $15.8M
Man Group plc 0.04% Add +278.5% 179,226 $15.0M
Goldman Sachs Group Inc. 0.00% Add +33.0% 177,187 $14.9M
RK Capital Management, LLC 2.92% Add +230.1% 172,300 $14.5M
Millennium Management 0.01% Add +36.9% 162,185 $13.6M
Cubist Systematic Strategies, LLC 0.14% Add +30797.0% 144,598 $12.1M
Hotchkis & Wiley Capital Management LLC 0.04% New 140,430 $11.8M
Cambiar Investors LLC 0.43% Add +0.5% 138,638 $11.6M
Citadel Advisors 0.01% Add +656.2% 129,784 $10.9M
LPL Financial LLC 0.01% Add +8.3% 127,859 $10.7M
Segall Bryant & Hamill, LLC 0.19% Reduce -12.2% 122,949 $10.3M
Swiss National Bank 0.01% Add +0.5% 120,407 $10.1M
California Public Employees Retirement System 0.01% Reduce -0.5% 117,561 $9.9M
Cerity Partners LLC 0.03% Add +1.4% 116,943 $9.8M
Deutsche Bank AG 0.00% Reduce -0.5% 115,702 $9.7M
AQR Capital Management 0.02% Add +116.8% 111,670 $9.4M
American International Group, Inc. 0.03% Reduce -1.4% 110,285 $9.3M
Robeco Schweiz AG 0.16% No change 109,411 $9.2M
Barclays PLC 0.00% Reduce -19.2% 108,892 $9.1M
Franklin Resources Inc. 0.00% New 108,475 $9.1M
Pier Capital, LLC 1.23% Reduce -25.9% 106,452 $8.9M
Invesco Ltd. 0.00% Add +2.4% 103,686 $8.7M
Legal & General Group Plc 0.00% Add +0.9% 95,261 $8.0M
Assenagon Asset Management S.A. 0.02% New 92,653 $7.8M
State of Wisconsin Investment Board 0.02% Reduce -11.0% 92,125 $7.7M
D. E. Shaw & Co. 0.01% Add +2225.1% 92,098 $7.7M
ArrowMark Colorado Holdings LLC 0.09% Add +11.7% 90,640 $7.6M
Oberweis Asset Management Inc./ 0.54% Add +48.5% 89,700 $7.5M
West Coast Financial LLC 0.90% Reduce -0.1% 88,265 $7.4M
New York State Teachers Retirement System 0.01% Add +8.1% 81,543 $6.8M
UBS Group AG 0.00% Add +7.9% 78,470 $6.6M
Retirement Systems of Alabama 0.02% Add +0.7% 76,639 $6.4M
Prudential Financial Inc. 0.01% Add +157.3% 75,979 $6.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -56.7% 73,300 $6.1M
Envestnet Asset Management Inc. 0.00% Reduce -20.8% 72,273 $6.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.1% 71,493 $6.0M
Credit Suisse AG/ 0.01% Add +6.8% 69,829 $5.9M
Renaissance Technologies 0.01% Add +122.0% 65,700 $5.5M
Wilmington Savings Fund Society, FSB 0.21% — 65,648 $5.5M
BNP Paribas Financial Markets 0.01% Add +11.7% 64,054 $5.4M
MetLife Investment Management, LLC 0.04% Reduce -2.6% 63,453 $5.3M
California State Teachers Retirement System 0.01% Reduce -4.5% 61,661 $5.2M
Knights of Columbus Asset Advisors LLC 0.37% Reduce -48.8% 60,584 $5.1M
Hillsdale Investment Management Inc. 0.36% New 53,900 $4.5M
Texas Permanent School Fund Corp. 0.04% Add +1.7% 53,414 $4.5M
CANADA LIFE ASSURANCE Co 0.01% Add +0.5% 52,681 $4.4M
Dean Investment Associates, LLC 0.57% Add +2.1% 49,030 $4.1M
Allianz Asset Management GmbH 0.01% Add +2.2% 45,528 $3.8M
Jensen Investment Management Inc. 0.03% Add +45.8% 44,220 $3.7M
DekaBank Deutsche Girozentrale 0.01% No change 42,100 $3.5M
Trexquant Investment LP 0.07% Add +183.6% 41,312 $3.5M
Nisa Investment Advisors, LLC 0.02% Add +0.1% 39,712 $3.3M
Engineers Gate Manager LP 0.08% Add +344.7% 38,215 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +6.5% 38,100 $3.2M
Mercer Global Advisors Inc. 0.01% Reduce -0.2% 37,467 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -46.0% 36,365 $3.1M
Chatham Capital Group, Inc. 0.55% Add +12.9% 35,519 $3.0M
Long Run Wealth Advisors, LLC 0.78% Add +4.8% 35,396 $3.0M
Sei Investments Co. 0.00% Add +3.8% 33,413 $2.8M
Rowlandmiller & Partners.adv 0.59% Reduce -10.5% 33,272 $2.8M
State of New Jersey Common Pension Fund D 0.01% No change 33,205 $2.8M
Jane Street Group, LLC 0.00% Reduce -35.7% 32,325 $2.7M
Comerica Bank 0.01% Reduce -1.6% 32,094 $2.7M
Amalgamated Bank 0.02% Reduce -15.1% 31,960 $2.7M
New York State Common Retirement Fund 0.00% Reduce -0.1% 31,868 $2.7M
Johnson Investment Counsel Inc. 0.03% Add +17.3% 31,460 $2.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 31,000 $2.6M
Graham Capital Management, L.P. 0.13% Reduce -11.0% 29,241 $2.5M
Martingale Asset Management L P 0.05% New 29,186 $2.4M
GHP Investment Advisors, Inc. 0.12% Add +3.8% 29,108 $2.4M
Schonfeld Strategic Advisors LLC 0.02% New 28,652 $2.4M
Yousif Capital Management, LLC 0.03% Reduce -1.9% 28,610 $2.4M
Russell Investments Group, Ltd. 0.00% Add +12.0% 28,557 $2.4M
Pathstone Holdings, LLC 0.01% Add +230.6% 28,466 $2.4M
State Board of Administration of Florida Retirement System 0.01% Add +8.9% 29,247 $2.3M
TD Asset Management Inc 0.00% Reduce -6.8% 27,300 $2.3M
ExodusPoint Capital Management, LP 0.03% Reduce -37.9% 27,089 $2.3M
Verition Fund Management LLC 0.02% Add +51.2% 25,354 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -5.2% 26,285 $2.0M
Bridge City Capital, LLC 0.74% Add +0.8% 24,182 $2.0M
Legato Capital Management LLC 0.24% Add +2.4% 24,093 $2.0M
Wells Fargo & Company 0.00% Add +7.0% 23,658 $2.0M
Campbell & CO Investment Adviser LLC 0.17% Add +576.7% 23,564 $2.0M
Teza Capital Management LLC 0.26% Add +322.9% 23,176 $1.9M
Cavalier Investments, LLC 0.64% Add +5.7% 20,792 $1.7M
Citigroup Inc. 0.00% Reduce -32.9% 20,510 $1.7M
Hilton Capital Management, LLC 0.15% Add +130.5% 20,180 $1.7M
Danske Bank A/S 0.01% — 20,032 $1.7M
Twinbeech Capital LP 0.03% Add +55.7% 19,992 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 19,936 $1.7M
DAVENPORT & Co LLC 0.01% Add +45.2% 19,939 $1.7M
Ameritas Investment Partners, Inc. 0.06% No change 19,569 $1.6M
Prelude Capital Management, LLC 0.11% Add +184.0% 18,645 $1.6M
Ontario Teachers Pension Plan Board 0.01% Add +340.1% 17,926 $1.5M
Louisiana State Employees Retirement System 0.03% Add +2.9% 17,600 $1.5M
AlphaQuest LLC 0.26% Add +265.9% 17,549 $1.5M
Gotham Asset Management 0.02% Add +125.4% 17,312 $1.5M
Dean Capital Management 0.82% Add +3.5% 16,805 $1.4M
Arizona State Retirement System 0.01% Reduce -1.3% 16,764 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 16,692 $1.4M
Polaris Capital Management, LLC 0.07% No change 16,600 $1.4M
HSBC Holdings PLC 0.00% New 16,593 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -2.3% 16,521 $1.4M
Orion Portfolio Solutions, LLC 0.01% Reduce -2.3% 16,521 $1.4M
Teacher Retirement System of Texas 0.01% Add +12.4% 16,298 $1.4M
Bank of Montreal 0.00% Add +1.1% 15,873 $1.3M
Avantax Advisory Services, Inc. 0.01% Reduce -2.6% 15,938 $1.3M
Oregon Public Employees Retirement Fund 0.03% Reduce -12.2% 15,084 $1.3M
State of Michigan Retirement System 0.01% Add +2.7% 15,018 $1.3M
Point72 Hong Kong Ltd 0.06% New 14,815 $1.2M
Robeco Institutional Asset Management B.V. 0.00% Add +10.7% 14,658 $1.2M
Radnor Capital Management, LLC 0.20% No change 14,000 $1.2M
ProShare Advisors LLC 0.00% Add +4.8% 13,914 $1.2M
American Century Companies Inc. 0.00% Add +19.4% 13,893 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.7% 13,613 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.7% 13,500 $1.1M
Raymond James & Associates 0.00% Reduce -8.4% 13,241 $1.1M
Cornercap Investment Counsel Inc. 0.17% Add +1.2% 13,021 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -27.8% 12,954 $1.1M
Creative Planning 0.00% Add +36.0% 12,913 $1.1M
Tidal Investments LLC 0.02% Add +238.9% 12,763 $1.1M
New Century Financial Group, LLC 0.74% New 12,739 $1.1M
HighTower Advisors, LLC 0.00% Reduce -14.9% 12,578 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.1% 12,609 $1.1M
New Mexico Educational Retirement Board 0.04% No change 12,400 $1.0M
South Dakota Investment Council 0.02% Add +108.7% 12,290 $1.0M
EULAV Asset Management 0.03% No change 11,966 $1.0M
Resona Asset Management Co.,Ltd. 0.01% — 11,613 $974K
Brevan Howard Capital Management LP 0.09% Add +34.4% 10,996 $923K
Stifel Financial Corp. 0.00% Add +2.3% 10,806 $907K
Jump Financial, LLC 0.02% Reduce -16.2% 10,477 $879K
Versor Investments LP 0.18% New 10,435 $875K
Handelsbanken Fonder AB 0.00% No change 9,916 $832K
Nebula Research & Development LLC 0.18% Add +234.7% 9,814 $823K
Quantbot Technologies LP 0.04% Add +926.8% 9,498 $797K
Pacer Advisors, Inc. 0.00% Add +3.4% 9,444 $792K
US Bancorp \de 0.00% Reduce -4.2% 9,435 $792K
Vestcor Inc 0.03% Reduce -25.5% 9,297 $780K
Cetera Investment Advisers 0.00% Add +116.9% 9,096 $763K
Illinois Municipal Retirement Fund 0.01% No change 9,021 $757K
Liberty Capital Management, Inc. 0.18% No change 8,856 $743K
Inceptionr LLC 0.19% New 8,804 $739K
Xponance LLC 0.01% Reduce -0.2% 8,772 $736K
Petrus Trust Company, LTA 0.07% New 8,692 $729K
Inspire Advisors, LLC 0.10% Reduce -2.3% 8,647 $725K
State of Wyoming 0.11% Add +189.0% 8,151 $684K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -23.1% 7,980 $670K
JLB & Associates Inc. 0.09% Add +29.3% 7,978 $669K
Pictet Asset Management Holding SA 0.00% Add +7.7% 7,442 $624K
Keybank National Association 0.00% Reduce -2.1% 7,175 $602K
Hudson Edge Investment Partners Inc. 0.12% No change 7,155 $600K
Natixis 0.00% No change 7,000 $587K
Synovus Financial Corp. 0.01% Reduce -9.9% 6,771 $568K
MML Investors Services, LLC 0.00% Reduce -28.8% 6,770 $568K
Point72 (DIFC) Ltd 0.04% — 6,718 $564K
State of Alaska, Department of Revenue 0.01% Add +0.8% 6,622 $555K
Great Lakes Retirement, Inc. 0.08% Reduce -0.6% 6,526 $548K
Vontobel Holding Ltd. 0.00% New 6,516 $547K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.4% 6,479 $544K
Los Angeles Capital Management LLC 0.00% Add +0.8% 6,478 $544K
Capstone Investment Advisors, LLC 0.02% New 6,342 $532K
Dynamic Technology Lab Private Ltd 0.06% Reduce -13.9% 6,284 $527K
Susquehanna International Group, LLP 0.00% Reduce -78.6% 6,119 $513K
Bayesian Capital Management, LP 0.05% New 6,105 $512K
Entropy Technologies, LP 0.05% New 5,849 $491K
Verus Financial Partners, Inc. 0.06% No change 5,790 $486K
Royal Bank of Canada 0.00% Reduce -84.6% 5,780 $485K
Mesirow Financial Investment Management, Inc. 0.01% New 5,755 $483K
QRG Capital Management, Inc. 0.01% Reduce -6.1% 5,403 $453K
STRS Ohio 0.00% Reduce -20.9% 5,300 $444K
Harbor Capital Advisors, Inc. 0.06% New 5,151 $432K
Trust Point Inc. 0.03% Add +0.3% 5,141 $431K
Mengis Capital Management, Inc. 0.07% No change 5,000 $420K
Securian Asset Management, Inc. 0.01% Reduce -2.0% 4,948 $415K
Mariner, LLC 0.00% Add +4.7% 4,930 $414K
Verdence Capital Advisors LLC 0.04% Add +3.7% 4,730 $397K
iSAM Funds (UK) Ltd 0.23% New 4,715 $396K
Phoenix Financial Ltd. 0.01% New 4,460 $373K
WR Wealth Planners, LLC 0.11% Reduce -1.4% 4,327 $363K
New York Life Investment Management LLC 0.00% New 4,322 $363K
Oppenheimer Asset Management Inc. 0.01% Reduce -4.5% 4,275 $359K
Inspire Investing, LLC 0.04% Reduce -7.2% 4,243 $356K
Osaic Holdings, Inc. 0.00% Reduce -71.6% 4,194 $352K
Crossmark Global Holdings, Inc. 0.01% Add +0.5% 4,180 $351K
O'shaughnessy Asset Management, LLC 0.00% Reduce -20.4% 4,035 $339K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -21.6% 4,031 $338K
Focus Partners Wealth 0.00% New 3,952 $332K
Stephens Inc. 0.01% Reduce -1.4% 3,888 $326K
HighPoint Advisor Group LLC 0.02% Reduce -5.4% 3,828 $326K
Fulton Bank, N.A. 0.01% Reduce -6.5% 3,883 $326K
Sherbrooke Park Advisers LLC 0.06% New 3,859 $324K
Elevation Point Wealth Partners, LLC 0.02% Add +12.6% 3,818 $320K
Paloma Partners Management Co 0.07% New 3,812 $320K
Fox Run Management, L.L.C. 0.07% Reduce -34.0% 3,799 $319K
Pearl River Capital, LLC 0.05% Reduce -29.2% 3,723 $312K
FIL Ltd 0.00% Reduce -74.2% 3,691 $310K
Virtu Financial LLC 0.02% Add +16.4% 3,610 $303K
Bridgefront Capital, LLC 0.23% Add +6.1% 3,599 $302K
Profund Advisors LLC 0.01% Add +5.9% 3,574 $300K
Point72 Asia (Singapore) Pte. Ltd. 0.08% New 3,568 $299K
PNC Financial Services Group, Inc. 0.00% Add +80.0% 3,565 $299K
Metropolitan Life Insurance Co 0.01% Reduce -8.8% 3,194 $268K
Mirabella Financial Services LLP 0.02% New 3,108 $263K
Handelsinvest Investeringsforvaltning 0.13% Reduce -34.2% 3,117 $262K
Squarepoint Ops LLC 0.00% New 3,119 $262K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.2% 3,043 $255K
HRT Financial LP 0.00% Reduce -14.4% 2,937 $246K
McLean Asset Management Corp 0.08% New 2,933 $239K
Quadrature Capital Ltd 0.00% New 2,831 $238K
Jefferies Financial Group Inc. 0.01% New 2,736 $230K
EntryPoint Capital, LLC 0.20% Add +58.4% 2,678 $225K
Shelton Capital Management 0.01% No change 2,620 $220K
Atom Investors LP 0.03% Reduce -72.4% 2,611 $219K
Marshall Wace, LLP 0.00% Reduce -97.1% 2,600 $218K
Truist Financial Corp. 0.00% New 2,599 $218K
Walleye Capital LLC 0.00% New 2,593 $218K
Sciencast Management LP 0.13% New 2,508 $210K
Coldstream Capital Management Inc. 0.01% Reduce -0.4% 2,491 $209K
Deerfield Management Company, L.P. 0.00% Reduce -53.5% 2,452 $206K
Cim Investment Management Inc. 0.06% No change 2,403 $202K
Shell Asset Management Co. 0.01% Reduce -9.3% 2,243 $192K
Central Pacific Bank - Trust Division 0.02% — 2,140 $176K
SG Americas Securities, LLC 0.00% Reduce -26.9% 2,012 $169K
Tower Research Capital LLC (TRC) 0.00% Reduce -84.2% 1,704 $143K
Larson Financial Group LLC 0.01% Reduce -12.0% 1,575 $132K
TD Private Client Wealth LLC 0.00% Add +0.7% 1,384 $116K
KBC Group NV 0.00% Add +48.4% 1,362 $114K
Parallel Advisors, LLC 0.00% Add +47.9% 1,287 $108K
Lanark Financial, Inc. 0.01% No change 1,150 $96K
Global Retirement Partners, LLC 0.00% Add +1.8% 1,057 $89K
CI Investments Inc. 0.00% Add +17.9% 995 $83K
Eagle Bay Advisors LLC 0.05% No change 984 $83K
Catalyst Funds Management Pty Ltd 0.02% — 700 $59K
Fifth Third Bancorp 0.00% Reduce -34.5% 654 $55K
McIlrath & Eck, LLC 0.01% New 631 $53K
Quarry LP 0.02% Add +207.7% 600 $50K
Quadrant Capital Group LLC 0.00% No change 513 $43K
Cwm, LLC 0.00% Add +56.4% 513 $43K
JFS Wealth Advisors, LLC 0.00% Add +0.5% 446 $37K
Balefire, LLC 0.01% Reduce -6.3% 420 $35K
Anchor Investment Management, LLC 0.00% No change 385 $32K
Farther Finance Advisors, LLC 0.00% Add +8.5% 344 $28K
Fernwood Investment Management, LLC 0.01% New 325 $27K
Rise Advisors, LLC 0.01% Add +1445.0% 309 $26K
Nomura Asset Management Co. Ltd. 0.00% No change 300 $25K
Spire Wealth Management 0.00% Add +7.9% 287 $24K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -22.5% 279 $23K
Steward Partners Investment Advisory, LLC 0.00% No change 245 $21K
Bessemer Group Inc. 0.00% Add +82.6% 210 $18K
Private Trust Co. NA 0.00% Reduce -14.6% 210 $18K
Colonial Trust Co / SC 0.00% No change 200 $17K
CIBC Private Wealth Group LLC 0.00% New 200 $16K
Asset Dedication, LLC 0.00% No change 176 $15K
Lindbrook Capital, LLC 0.00% No change 139 $12K
Blue Trust, Inc. 0.00% Reduce -20.3% 130 $11K
Northwest Investment Counselors, LLC 0.00% New 123 $10K
Covestor Ltd 0.01% Reduce -82.1% 122 $10K
Tyler-Stone Wealth Management 0.00% No change 110 $9K
Northwestern Mutual Wealth Management Co. 0.00% No change 110 $9K
Parkside Financial Bank & Trust 0.00% No change 108 $9K
EverSource Wealth Advisors, LLC 0.00% Add +1287.5% 111 $9K
GAMMA Investing LLC 0.00% Add +35.9% 106 $9K
Ancora Advisors LLC 0.00% No change 100 $8K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $8K
Signaturefd, LLC 0.00% Add +19.0% 94 $8K
Princeton Global Asset Management LLC 0.00% No change 93 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.3% 89 $7K
Kelly Financial Services LLC 0.00% Add +1.2% 85 $7K
Bell Investment Advisors, Inc 0.00% No change 78 $7K
Castleview Partners, LLC 0.00% Add +70.0% 68 $6K
Avior Wealth Management, LLC 0.00% New 67 $6K
Capital Advisors, Ltd. LLC 0.00% No change 57 $5K
Smithfield Trust Co 0.00% No change 55 $5K
Benjamin F. Edwards & Company, Inc. 0.00% No change 62 $5K
Quent Capital, LLC 0.00% No change 57 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 53 $4K
Principal Securities, Inc. 0.00% New 52 $4K
Tsfg, LLC 0.00% No change 50 $4K
LGT Financial Advisors LLC 0.00% No change 46 $4K
Allworth Financial LP 0.00% Add +12.5% 45 $4K
Frazier Financial Advisors, LLC 0.00% No change 41 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 41 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 39 $3K
FSA Wealth Management LLC 0.00% No change 39 $3K
First Manhattan Co. Llc. 0.00% No change 39 $3K
Gilliland Jeter Wealth Management LLC 0.00% New 34 $3K
Abound Wealth Management 0.00% Add +3000.0% 31 $3K
Huntington National Bank 0.00% New 31 $3K
SouthState Bank Corp 0.00% New 29 $2K
Farmers & Merchants Investments Inc. 0.00% No change 24 $2K
IFP Advisors, Inc 0.00% Add +43.8% 23 $2K
St Germain D J Co. Inc. 0.00% No change 21 $2K
Sunbelt Securities, Inc. 0.00% No change 20 $2K
Harbour Investments, Inc. 0.00% Reduce -56.8% 19 $2K
SJS Investment Consulting Inc. 0.00% No change 17 $1K
UMB Bank, n.a. 0.00% New 17 $1K
Mather Group, Llc. 0.00% New 17 $1K
Montag A & Associates Inc. 0.00% New 13 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 12 $1K
Lazard Asset Management LLC 0.00% New 21 $1K
Geneos Wealth Management Inc. 0.00% No change 10 $839
Smartleaf Asset Management LLC 0.00% No change 10 $834
Prestige Wealth Management Group LLC 0.00% No change 9 $756
Archer Investment Corp 0.00% No change 9 $755
Carolinas Wealth Consulting LLC 0.00% New 8 $711
Assetmark, Inc. 0.00% New 7 $578
Rothschild Investment LLC 0.00% New 5 $420
NewEdge Advisors, LLC 0.00% Reduce -87.1% 4 $336
Bruce G. Allen Investments, LLC 0.00% No change 3 $252
Versant Capital Management, Inc 0.00% No change 2 $168
Cornerstone Planning Group LLC 0.00% No change 1 $83
Financial Management Professionals, Inc. 0.00% Reduce -20.0% 4 $0

"% of holder's portfolio" is MMS's weight in each manager's 13F, not the share of Maximus Inc. the manager owns.