MaximusMMS

13F holders, Q3 2024 (September 30)
371holders +16
47new positions
32sold out
7famous investors
$93.16avg. 13F price*

At the end of Q3 2024, 371 institutions reported holding Maximus Inc. (MMS) in their 13F filings, up 16 from Q2 2024. 47 opened new positions and 32 sold out. The largest holders were FMR LLC ($822.1M), BlackRock, Inc. ($801.3M) and Vanguard Group Inc. ($590.9M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions47$62.6M
Exits32$39.2M

All 13F filers, Q2 2024 → Q3 2024: 4,104,789 shares bought and 5,201,987 shares sold, net −1,097,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 371 holders

FMR LLC 0.05% Reduce -3.2% 8,824,958 $822.1M
BlackRock, Inc. 0.02% — 8,601,554 $801.3M
Vanguard Group Inc. 0.01% Add +1.2% 6,342,720 $590.9M
Mackenzie Financial Corp. 0.35% Add +0.6% 2,726,567 $254.0M
State Street Corp. 0.01% Add +0.0% 2,624,643 $244.5M
Geode Capital Management, LLC 0.01% Add +1.4% 1,525,159 $142.1M
Dimensional Fund Advisors LP 0.03% Add +6.5% 1,229,517 $114.5M
Janus Henderson Group PLC 0.06% Add +0.1% 1,163,439 $108.4M
Van Berkom & Associates Inc. 2.96% Add +1.0% 1,158,154 $107.9M
Fuller & Thaler Asset Management, Inc. 0.42% Add +4.0% 1,150,098 $107.1M
Alliancebernstein L.P. 0.03% Reduce -3.0% 1,078,232 $100.4M
Charles Schwab Investment Management Inc. 0.02% Add +12.4% 929,066 $86.6M
Victory Capital Management Inc. 0.08% Reduce -70.3% 922,612 $86.0M
Bank of America Corp. 0.01% Add +7.1% 894,847 $83.4M
Assenagon Asset Management S.A. 0.17% Add +277.0% 878,894 $81.9M
Nuveen Asset Management, LLC 0.02% Reduce -5.8% 848,616 $79.1M
Northern Trust Corp. 0.01% Reduce -2.3% 720,275 $67.1M
Allspring Global Investments Holdings, LLC 0.10% Add +1.2% 705,400 $65.7M
Morgan Stanley 0.00% Add +34.3% 674,284 $62.8M
Norges Bank 0.01% Reduce -6.6% 669,971 $62.4M
Millennium Management 0.05% Add +51.0% 613,099 $57.1M
Goldman Sachs Group Inc. 0.01% Add +298.5% 609,829 $56.8M
First Trust Advisors LP 0.05% Add +4.1% 568,744 $53.0M
Stephens Investment Management Group LLC 0.72% Reduce -2.9% 564,610 $52.6M
Bank of New York Mellon Corp 0.01% Reduce -16.1% 527,319 $49.1M
Federated Hermes, Inc. 0.10% Reduce -4.7% 505,248 $47.1M
William Blair Investment Management, LLC 0.10% Reduce -3.6% 424,402 $39.5M
Wellington Management Group LLP 0.01% Reduce -19.5% 402,880 $37.5M
Reinhart Partners, Llc. 1.36% Add +7.9% 384,127 $35.8M
Public Employees Retirement Association of Colorado 0.10% Reduce -18.5% 270,783 $25.2M
Lord, Abbett & Co. LLC 0.08% Reduce -1.0% 259,567 $24.2M
Citadel Advisors 0.03% Add +34.1% 254,869 $23.7M
Two Sigma Investments, LP 0.05% Add +258.0% 246,534 $23.0M
Renaissance Technologies 0.03% Add +61.0% 242,200 $22.6M
Ameriprise Financial Inc. 0.01% Reduce -12.7% 236,306 $22.0M
JPMorgan Chase & Co. 0.00% Add +8.8% 223,766 $20.8M
Qube Research & Technologies Ltd 0.04% Add +8.0% 213,608 $19.9M
Fort Washington Investment Advisors Inc. 0.12% Reduce -28.6% 213,086 $19.9M
Invesco Ltd. 0.00% Add +0.3% 209,575 $19.5M
Rhumbline Advisers 0.02% Reduce -2.6% 193,487 $18.0M
Panagora Asset Management Inc. 0.08% Add +138.5% 189,340 $17.6M
Deutsche Bank AG 0.01% Add +68.4% 187,295 $17.4M
FIL Ltd 0.01% New 177,215 $16.5M
Rice Hall James & Associates, LLC 0.88% Reduce -1.6% 173,779 $16.2M
Barclays PLC 0.01% Add +285.1% 170,971 $15.9M
Algert Global LLC 0.42% Add +15.1% 166,802 $15.5M
Principal Financial Group Inc. 0.01% Reduce -20.4% 164,043 $15.3M
Sio Capital Management, LLC 6.48% New 155,142 $14.5M
Trexquant Investment LP 0.17% Add +71.4% 146,930 $13.7M
AQR Capital Management 0.02% Reduce -0.7% 146,439 $13.6M
Man Group plc 0.04% Reduce -13.7% 145,487 $13.6M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -3.6% 138,090 $12.9M
LPL Financial LLC 0.01% Add +8.5% 137,160 $12.8M
Cambiar Investors LLC 0.47% Reduce -4.2% 131,970 $12.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.6% 124,754 $11.6M
Swiss National Bank 0.01% Reduce -1.1% 118,707 $11.1M
Cerity Partners LLC 0.02% Add +1.0% 111,915 $10.4M
Segall Bryant & Hamill, LLC 0.14% Reduce -18.1% 109,920 $10.2M
Robeco Schweiz AG 0.19% No change 109,411 $10.2M
California Public Employees Retirement System 0.01% Reduce -10.5% 107,580 $10.0M
Oberweis Asset Management Inc./ 0.51% Reduce -3.4% 106,800 $9.9M
Corebridge Financial, Inc. 0.05% Reduce -5.4% 103,333 $9.6M
Legal & General Group Plc 0.00% Add +0.3% 103,096 $9.6M
Two Sigma Advisers, LP 0.02% Add +1291.8% 101,600 $9.5M
Voloridge Investment Management, LLC 0.03% Add +108.0% 92,447 $8.6M
State of Wisconsin Investment Board 0.02% No change 89,373 $8.3M
Sei Investments Co. 0.01% Add +57.5% 88,982 $8.3M
West Coast Financial LLC 0.91% Reduce -0.2% 88,943 $8.3M
New York State Teachers Retirement System 0.02% Add +9.0% 88,557 $8.3M
D. E. Shaw & Co. 0.01% Reduce -33.3% 78,289 $7.3M
UBS Group AG 0.00% Add +88.0% 77,461 $7.2M
Allianz Asset Management GmbH 0.01% Add +56.7% 76,501 $7.1M
Envestnet Asset Management Inc. 0.00% Add +0.7% 73,795 $6.9M
Campbell & CO Investment Adviser LLC 0.51% Add +206.3% 73,190 $6.8M
Retirement Systems of Alabama 0.03% Reduce -2.6% 73,101 $6.8M
Jane Street Group, LLC 0.01% Reduce -42.3% 71,932 $6.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.0% 69,878 $6.5M
Wilmington Savings Fund Society, FSB 0.11% Add +3.4% 66,805 $6.2M
MetLife Investment Management, LLC 0.03% Reduce -2.5% 64,470 $6.0M
Walleye Capital LLC 0.07% New 60,839 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Add +5.5% 60,291 $5.6M
Citigroup Inc. 0.01% Add +143.3% 59,448 $5.5M
California State Teachers Retirement System 0.01% Reduce -3.4% 57,931 $5.4M
BNP Paribas Financial Markets 0.01% Add +57.3% 57,555 $5.4M
Engineers Gate Manager LP 0.10% Add +35.0% 57,327 $5.3M
HRT Financial LP 0.02% New 52,749 $4.9M
Hillsdale Investment Management Inc. 0.37% Add +0.6% 52,170 $4.9M
Pier Capital, LLC 0.65% Reduce -0.5% 49,639 $4.6M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +221.9% 47,963 $4.5M
Jump Financial, LLC 0.09% Add +167.2% 45,656 $4.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -86.3% 44,400 $4.1M
Jensen Investment Management Inc. 0.03% No change 44,220 $4.1M
Balyasny Asset Management L.P. 0.01% New 41,714 $3.9M
Teacher Retirement System of Texas 0.02% Add +58.1% 41,638 $3.9M
DekaBank Deutsche Girozentrale 0.01% No change 42,100 $3.9M
T. Rowe Price Associates Inc. 0.00% Add +1.6% 40,636 $3.8M
Arrowstreet Capital, Limited Partnership 0.00% New 40,445 $3.8M
Nisa Investment Advisors, LLC 0.02% Reduce -0.2% 39,679 $3.7M
Russell Investments Group, Ltd. 0.01% Reduce -3.5% 39,245 $3.7M
State Board of Administration of Florida Retirement System 0.01% No change 39,205 $3.7M
Knights of Columbus Asset Advisors LLC 0.23% Reduce -38.2% 37,858 $3.5M
AlphaQuest LLC 0.31% Add +95.2% 37,488 $3.5M
Mercer Global Advisors Inc. 0.01% Add +3.4% 37,335 $3.5M
Dean Investment Associates, LLC 0.47% Reduce -34.0% 36,994 $3.4M
HSBC Holdings PLC 0.00% Add +915.5% 36,245 $3.4M
Chatham Capital Group, Inc. 0.54% Add +0.2% 35,457 $3.3M
State of Tennessee, Department of Treasury 0.01% No change 35,136 $3.3M
Graham Capital Management, L.P. 0.17% Reduce -1.8% 34,766 $3.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +8.0% 33,386 $3.1M
Harbor Capital Advisors, Inc. 0.13% Add +91.9% 33,019 $3.1M
DAVENPORT & Co LLC 0.02% Add +23.0% 33,042 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -6.6% 32,524 $3.0M
GHP Investment Advisors, Inc. 0.14% Add +4.7% 32,151 $3.0M
Martingale Asset Management L P 0.07% Add +2.6% 31,278 $2.9M
Johnson Investment Counsel Inc. 0.03% Add +0.2% 30,830 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Add +21.9% 29,221 $2.7M
Bridge City Capital, LLC 0.72% Add +16.6% 28,249 $2.6M
Comerica Bank 0.01% Reduce -10.3% 27,610 $2.6M
Amalgamated Bank 0.02% Reduce -6.5% 27,602 $2.6M
Rowlandmiller & Partners.adv 0.52% Reduce -4.5% 27,359 $2.5M
New York State Common Retirement Fund 0.00% Reduce -22.5% 25,992 $2.4M
Gotham Asset Management 0.02% Add +218.7% 25,793 $2.4M
Wells Fargo & Company 0.00% Reduce -2.2% 25,093 $2.3M
Pathstone Holdings, LLC 0.01% Reduce -5.5% 24,916 $2.3M
ExodusPoint Capital Management, LP 0.02% Reduce -3.2% 24,110 $2.2M
Legato Capital Management LLC 0.28% Reduce -14.3% 23,996 $2.2M
Intech Investment Management LLC 0.02% Add +30.5% 23,832 $2.2M
Dean Capital Management 0.91% Add +11.7% 23,115 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -13.1% 22,848 $2.1M
Cavalier Investments, LLC 0.65% Add +6.4% 22,792 $2.1M
Ontario Teachers Pension Plan Board 0.02% New 22,792 $2.1M
Wealthspire Advisors, LLC 0.02% Add +111.8% 22,025 $2.1M
Polaris Capital Management, LLC 0.10% Add +31.3% 21,800 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.9% 21,705 $2.0M
Radnor Capital Management, LLC 0.30% New 21,675 $2.0M
Tidal Investments LLC 0.02% Add +49.1% 20,674 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -97.5% 19,948 $1.9M
Voya Investment Management LLC 0.00% Reduce -89.0% 19,606 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.7% 19,406 $1.8M
Illinois Municipal Retirement Fund 0.02% No change 18,667 $1.7M
Ameritas Investment Partners, Inc. 0.06% Reduce -2.0% 18,526 $1.7M
Prudential Financial Inc. 0.00% Reduce -4.7% 18,258 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +7.2% 18,228 $1.7M
Fox Run Management, L.L.C. 0.37% Reduce -9.5% 17,778 $1.7M
Lazard Asset Management LLC 0.00% Add +135.4% 17,638 $1.6M
Robeco Institutional Asset Management B.V. 0.00% Add +32.8% 17,635 $1.6M
Arizona State Retirement System 0.01% Add +2.5% 17,506 $1.6M
Vestcor Inc 0.05% Add +85.0% 17,197 $1.6M
Danske Bank A/S 0.01% Add +8.7% 17,007 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -2.9% 16,700 $1.6M
Ensign Peak Advisors, Inc 0.00% No change 16,692 $1.6M
Nebula Research & Development LLC 0.18% Reduce -39.5% 16,470 $1.5M
Creative Planning 0.00% Add +7.8% 16,386 $1.5M
Los Angeles Capital Management LLC 0.01% Reduce -0.6% 15,968 $1.5M
Raymond James & Associates 0.00% Add +9.1% 15,842 $1.5M
Marshall Wace, LLP 0.00% New 15,804 $1.5M
Deerfield Management Company, L.P. 0.02% Add +13.4% 15,377 $1.4M
Bank of Montreal 0.00% Reduce -5.0% 15,051 $1.4M
Hilton Capital Management, LLC 0.11% Reduce -28.0% 14,924 $1.4M
Teza Capital Management LLC 0.15% Add +94.3% 14,622 $1.4M
State of Michigan Retirement System 0.01% Reduce -2.0% 14,318 $1.3M
ProShare Advisors LLC 0.00% Add +28.4% 14,152 $1.3M
State of Wyoming 0.18% Add +71.1% 13,770 $1.3M
Handelsbanken Fonder AB 0.01% Add +18.4% 13,516 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -11.8% 13,444 $1.3M
Orion Portfolio Solutions, LLC 0.01% Reduce -11.8% 13,444 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -1.6% 13,351 $1.2M
SG Americas Securities, LLC 0.00% Reduce -6.7% 13,325 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -1.6% 13,265 $1.2M
American Century Companies Inc. 0.00% Reduce -11.8% 13,215 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.7% 12,949 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -1.9% 12,687 $1.2M
Quantbot Technologies LP 0.05% Add +738.5% 12,628 $1.2M
New Mexico Educational Retirement Board 0.04% No change 12,400 $1.2M
South Dakota Investment Council 0.02% No change 12,275 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -2.9% 12,224 $1.1M
EULAV Asset Management 0.03% No change 11,966 $1.1M
XTX Topco Ltd 0.08% Add +234.2% 11,879 $1.1M
Bridgewater Associates 0.01% Add +139.6% 11,103 $1.0M
Quadrature Capital Ltd 0.02% Add +6.0% 10,934 $1.0M
Y-Intercept (Hong Kong) Ltd 0.06% New 10,824 $1.0M
Brevan Howard Capital Management LP 0.05% Add +16.8% 10,399 $969K
Natixis Advisors, LLC 0.00% New 10,247 $955K
Globeflex Capital L P 0.09% New 10,207 $951K
Stifel Financial Corp. 0.00% Reduce -5.3% 9,605 $895K
Royal Bank of Canada 0.00% Add +46.7% 9,223 $860K
Cetera Investment Advisers 0.00% Add +0.5% 8,763 $816K
TD Asset Management Inc 0.00% Reduce -56.5% 8,700 $806K
Neuberger Berman Group LLC 0.00% Add +166.0% 8,565 $798K
Liberty Capital Management, Inc. 0.18% Reduce -3.4% 8,556 $797K
Versor Investments LP 0.13% Add +213.5% 8,500 $792K
EntryPoint Capital, LLC 0.45% Add +220.7% 8,432 $786K
Inspire Advisors, LLC 0.10% Reduce -4.3% 8,392 $782K
Diversified Trust Co. 0.02% New 8,332 $776K
Verition Fund Management LLC 0.01% Add +83.3% 8,331 $776K
Spectrum Asset Management, Inc. (NB/CA) 0.32% Reduce -5.0% 8,214 $765K
Xponance LLC 0.01% Reduce -0.4% 8,190 $763K
JLB & Associates Inc. 0.10% No change 7,966 $742K
Pictet Asset Management Holding SA 0.00% Add +8.5% 7,887 $735K
Hudson Edge Investment Partners Inc. 0.12% No change 7,155 $667K
Petrus Trust Company, LTA 0.06% Add +2.7% 7,084 $660K
Susquehanna International Group, LLP 0.00% Reduce -5.8% 7,082 $660K
State of Alaska, Department of Revenue 0.01% Add +5.5% 6,987 $650K
US Bancorp \de 0.00% Reduce -0.5% 6,958 $648K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -8.7% 6,793 $633K
Credit Agricole S A 0.00% New 6,770 $631K
Aquatic Capital Management LLC 0.02% Add +19.6% 6,700 $624K
iSAM Funds (UK) Ltd 0.35% Reduce -1.5% 6,616 $616K
Resona Asset Management Co.,Ltd. 0.00% No change 6,302 $587K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -3.2% 6,237 $581K
Cornercap Investment Counsel Inc. 0.17% Reduce -54.2% 6,173 $575K
STRS Ohio 0.00% No change 6,100 $568K
Washington Capital Management, Inc. 0.40% Add +22.2% 5,500 $512K
Seven Eight Capital, LP 0.05% Reduce -50.4% 5,427 $506K
Synovus Financial Corp. 0.01% Reduce -20.8% 5,377 $501K
Bridgefront Capital, LLC 0.19% Add +33.9% 5,339 $497K
World Investment Advisors 0.02% Add +6.6% 5,289 $493K
Oppenheimer Asset Management Inc. 0.01% Add +1.6% 5,283 $492K
O'shaughnessy Asset Management, LLC 0.00% Add +18.8% 5,391 $490K
Mariner, LLC 0.00% Add +2.7% 5,069 $472K
Trust Point Inc. 0.04% No change 5,027 $468K
Verus Financial Partners, Inc. 0.05% No change 5,049 $468K
Mengis Capital Management, Inc. 0.09% No change 5,000 $466K
Franklin Resources Inc. 0.00% Reduce -92.8% 5,072 $461K
MML Investors Services, LLC 0.00% Add +6.5% 4,870 $454K
Keybank National Association 0.00% Reduce -34.8% 4,725 $440K
Securian Asset Management, Inc. 0.01% Reduce -3.5% 4,679 $436K
WR Wealth Planners, LLC 0.12% Add +2.9% 4,657 $434K
Great Lakes Retirement, Inc. 0.05% Add +0.6% 4,556 $424K
Inspire Investing, LLC 0.04% Add +8.1% 4,445 $414K
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.4% 4,363 $406K
QRG Capital Management, Inc. 0.00% Add +31.9% 4,336 $404K
Stephens Inc. 0.01% Add +1.1% 4,277 $398K
Crossmark Global Holdings, Inc. 0.01% Add +9.8% 4,152 $387K
Fulton Bank, N.A. 0.01% Reduce -6.2% 4,129 $385K
nVerses Capital, LLC 0.17% Add +241.7% 4,100 $382K
Holocene Advisors, LP 0.00% Add +6.5% 3,927 $366K
Corient Private Wealth LP 0.00% New 3,881 $362K
Acadian Asset Management LLC 0.00% New 3,824 $356K
Elevation Point Wealth Partners, LLC 0.03% Reduce -0.3% 3,718 $346K
HighTower Advisors, LLC 0.00% Reduce -71.5% 3,618 $337K
Kapitalo Investimentos Ltda 0.08% New 3,559 $332K
Osaic Holdings, Inc. 0.00% Add +5.5% 3,538 $330K
Virtu Financial LLC 0.02% New 3,428 $319K
HighPoint Advisor Group LLC 0.02% Reduce -2.9% 3,611 $314K
Janney Montgomery Scott LLC 0.00% Add +14.7% 3,311 $308K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.2% 3,184 $297K
PNC Financial Services Group, Inc. 0.00% Reduce -7.5% 3,159 $294K
Savant Capital, LLC 0.00% Add +1.3% 3,015 $281K
Profund Advisors LLC 0.01% Add +0.8% 2,953 $275K
EP Wealth Advisors, LLC 0.00% New 2,892 $269K
Sherbrooke Park Advisers LLC 0.06% New 2,832 $264K
Net Worth Advisory Group 0.08% — 2,785 $259K
1492 Capital Management LLC 0.12% No change 2,632 $245K
Atria Investments, Inc 0.00% New 2,617 $244K
McLean Asset Management Corp 0.07% Add +0.1% 2,586 $236K
Tower Research Capital LLC (TRC) 0.01% Reduce -80.3% 2,489 $232K
Aristides Capital LLC 0.10% New 2,470 $230K
Insigneo Advisory Services, LLC 0.02% Reduce -4.1% 2,449 $228K
Coldstream Capital Management Inc. 0.00% Reduce -1.4% 2,442 $227K
Shelton Capital Management 0.01% No change 2,437 $227K
Cresset Asset Management, LLC 0.00% New 2,334 $217K
Entropy Technologies, LP 0.02% New 2,295 $214K
Dakota Wealth Management 0.00% New 2,237 $208K
Bryn Mawr Trust Advisors, LLC 0.01% New 2,152 $200K
Shell Asset Management Co. 0.01% — 2,120 $197K
Central Pacific Bank - Trust Division 0.02% Reduce -28.6% 1,920 $179K
Public Employees Retirement System of Ohio 0.00% New 1,704 $159K
KBC Group NV 0.00% No change 1,631 $152K
Larson Financial Group LLC 0.01% No change 1,575 $147K
TD Private Client Wealth LLC 0.00% Reduce -0.5% 1,306 $122K
Covestor Ltd 0.07% Add +913.0% 1,246 $116K
Blue Trust, Inc. 0.00% Add +234.2% 1,310 $112K
Parallel Advisors, LLC 0.00% Reduce -5.2% 1,197 $112K
Global Retirement Partners, LLC 0.00% Reduce -0.7% 1,188 $111K
CI Investments Inc. 0.00% Add +16.9% 1,163 $108K
Lanark Financial, Inc. 0.01% No change 1,150 $107K
Quarry LP 0.03% Add +48.0% 1,017 $95K
LRI Investments, LLC 0.01% Add +3.6% 1,137 $92K
Eagle Bay Advisors LLC 0.04% Reduce -0.5% 979 $91K
GAMMA Investing LLC 0.01% Add +150.6% 862 $80K
Flputnam Investment Management Co. 0.00% Reduce -82.0% 175 $75K
Archer Investment Corp 0.02% No change 800 $75K
Fifth Third Bancorp 0.00% Add +9.6% 775 $72K
Painted Porch Advisors LLC 0.03% No change 688 $64K
Cwm, LLC 0.00% Add +14.7% 688 $64K
McIlrath & Eck, LLC 0.01% No change 631 $59K
Catalyst Funds Management Pty Ltd 0.01% Add +200.0% 600 $56K
Quadrant Capital Group LLC 0.00% No change 513 $48K
IFP Advisors, Inc 0.00% Add +53.2% 484 $45K
JFS Wealth Advisors, LLC 0.00% Add +0.5% 449 $42K
Farther Finance Advisors, LLC 0.00% Add +1.0% 392 $36K
Steward Partners Investment Advisory, LLC 0.00% Reduce -36.0% 351 $33K
J.Safra Asset Management Corp 0.00% Add +813.2% 347 $32K
Rise Advisors, LLC 0.01% Add +0.3% 311 $29K
Nomura Asset Management Co. Ltd. 0.00% No change 300 $28K
V-Square Quantitative Management LLC 0.00% New 273 $25K
Spire Wealth Management 0.00% No change 266 $25K
Westside Investment Management, Inc. 0.01% New 260 $24K
Private Trust Co. NA 0.00% Reduce -0.4% 256 $24K
Whittier Trust Co. 0.00% New 218 $20K
Colonial Trust Co / SC 0.00% No change 200 $19K
Anchor Investment Management, LLC 0.00% Reduce -33.3% 200 $19K
CIBC Private Wealth Group LLC 0.00% Reduce -8.7% 200 $19K
UMB Bank, n.a. 0.00% Add +450.0% 198 $18K
Arax Advisory Partners 0.00% No change 163 $15K
Castleview Partners, LLC 0.01% Add +43.8% 161 $15K
Capital Advisors, Ltd. LLC 0.00% No change 162 $15K
EverSource Wealth Advisors, LLC 0.00% Add +5.0% 148 $14K
Lindbrook Capital, LLC 0.00% No change 139 $13K
Northwest Investment Counselors, LLC 0.00% New 123 $11K
MassMutual Private Wealth & Trust, FSB 0.00% Add +31.0% 114 $11K
Huntington National Bank 0.00% Add +356.0% 114 $11K
Parkside Financial Bank & Trust 0.00% No change 108 $10K
Jones Financial Companies LLLP 0.00% New 101 $9K
Ancora Advisors LLC 0.00% No change 100 $9K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -22.5% 100 $9K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $9K
Signaturefd, LLC 0.00% Reduce -3.1% 95 $9K
Princeton Global Asset Management LLC 0.00% No change 93 $9K
VitalStone Financial, LLC 0.01% New 89 $8K
Rothschild Investment LLC 0.00% Add +252.0% 88 $8K
Allworth Financial LP 0.00% Reduce -25.9% 86 $8K
Bessemer Group Inc. 0.00% Add +164.7% 90 $8K
Webster Bank, N. A. 0.00% No change 84 $8K
Principal Securities, Inc. 0.00% Add +10.5% 84 $8K
Smartleaf Asset Management LLC 0.00% Add +84.4% 83 $8K
Jaffetilchin Investment Partners, LLC 0.00% New 79 $7K
Bell Investment Advisors, Inc 0.00% No change 78 $7K
Sterling Capital Management LLC 0.00% — 62 $6K
Geneos Wealth Management Inc. 0.00% Add +510.0% 61 $6K
Quent Capital, LLC 0.00% No change 57 $5K
Smithfield Trust Co 0.00% No change 55 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 53 $5K
True Wealth Design, LLC 0.00% New 52 $5K
Mather Group, Llc. 0.00% Add +2300.0% 48 $4K
LGT Financial Advisors LLC 0.01% No change 46 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 41 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 39 $4K
FSA Wealth Management LLC 0.00% — 39 $4K
Bokf, NA 0.00% New 39 $4K
Gilliland Jeter Wealth Management LLC 0.00% No change 34 $3K
Proffitt & Goodson Inc. 0.00% New 30 $3K
Private Wealth Management Group, LLC 0.00% No change 25 $2K
Farmers & Merchants Investments Inc. 0.00% No change 24 $2K
Earned Wealth Advisors, LLC 0.00% New 22 $2K
Hazlett, Burt & Watson, Inc. 0.00% New 19 $2K
Hemington Wealth Management 0.00% New 26 $2K
Tsfg, LLC 0.00% Reduce -50.0% 25 $2K
SJS Investment Consulting Inc. 0.00% Reduce -4.5% 21 $2K
St Germain D J Co. Inc. 0.00% No change 21 $2K
Sunbelt Securities, Inc. 0.00% No change 20 $2K
Ashton Thomas Securities, LLC 0.00% New 19 $2K
Brooklyn Investment Group 0.00% New 18 $2K
Hexagon Capital Partners LLC 0.00% New 17 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.3% 13 $1K
Picton Mahoney Asset Management 0.00% New 13 $1K
Capital Analysts, LLC 0.00% No change 10 $1K
Glen Eagle Advisors, LLC 0.00% No change 10 $938
Montag A & Associates Inc. 0.00% Reduce -23.1% 10 $932
Prestige Wealth Management Group LLC 0.00% No change 9 $839
Carolinas Wealth Consulting LLC 0.00% Reduce -10.0% 9 $801
Assetmark, Inc. 0.00% Add +600.0% 7 $642
Claris Advisors, LLC / Mo / 0.00% New 4 $373
CENTRAL TRUST Co 0.00% New 4 $373
NewEdge Advisors, LLC 0.00% No change 4 $373
Bruce G. Allen Investments, LLC 0.00% No change 3 $279
Annapolis Financial Services, LLC 0.00% New 2 $187
Versant Capital Management, Inc 0.00% No change 2 $186
Cornerstone Planning Group LLC 0.00% No change 1 $87
Financial Management Professionals, Inc. 0.00% No change 4 $0

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