MaximusMMS

13F holders, Q1 2025 (March 31)
355holders +2
55new positions
54sold out
9famous investors
$68.18avg. 13F price*

At the end of Q1 2025, 355 institutions reported holding Maximus Inc. (MMS) in their 13F filings, up 2 from Q4 2024. 55 opened new positions and 54 sold out. The largest holders were FMR LLC ($578.8M), BlackRock, Inc. ($495.5M) and Vanguard Group Inc. ($439.3M). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions55$89.2M
Exits54$91.5M

All 13F filers, Q4 2024 → Q1 2025: 4,835,310 shares bought and 5,417,703 shares sold, net −582,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 355 holders

FMR LLC 0.04% Add +1.5% 8,488,656 $578.8M
BlackRock, Inc. 0.01% Reduce -2.2% 7,266,293 $495.5M
Vanguard Group Inc. 0.01% Reduce -1.6% 6,441,654 $439.3M
Mackenzie Financial Corp. 0.27% Add +0.2% 2,787,398 $190.1M
State Street Corp. 0.01% Reduce -2.0% 2,693,627 $183.7M
Fuller & Thaler Asset Management, Inc. 0.46% Add +40.0% 1,729,305 $117.9M
Dimensional Fund Advisors LP 0.03% Add +20.6% 1,695,582 $115.6M
Geode Capital Management, LLC 0.01% Reduce -1.7% 1,468,822 $100.2M
Van Berkom & Associates Inc. 2.79% Add +1.5% 1,275,394 $87.0M
AQR Capital Management 0.08% Add +177.2% 1,173,329 $79.3M
Janus Henderson Group PLC 0.04% Reduce -20.3% 945,638 $64.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.5% 935,106 $63.8M
Reinhart Partners, Llc. 2.27% Add +65.4% 911,511 $62.2M
Federated Hermes, Inc. 0.13% Reduce -0.3% 880,788 $60.1M
Northern Trust Corp. 0.01% Reduce -5.6% 769,360 $52.5M
First Trust Advisors LP 0.04% Add +9.9% 687,405 $46.9M
Norges Bank 0.01% Reduce -28.7% 682,143 $46.5M
Allspring Global Investments Holdings, LLC 0.07% Reduce -17.0% 599,578 $41.2M
Bank of New York Mellon Corp 0.01% Reduce -5.2% 540,935 $36.9M
William Blair Investment Management, LLC 0.10% Reduce -4.0% 497,708 $33.9M
Sio Capital Management, LLC 9.67% Add +22.8% 468,352 $31.9M
Stephens Investment Management Group LLC 0.45% Reduce -1.2% 455,107 $31.0M
Wellington Management Group LLP 0.01% Add +36.7% 441,550 $30.1M
Man Group plc 0.09% Add +84.6% 412,124 $28.1M
UBS Group AG 0.01% Reduce -13.2% 383,040 $26.1M
Point72 Asset Management 0.07% New 357,921 $24.4M
Morgan Stanley 0.00% Reduce -30.1% 351,035 $23.9M
Bank of America Corp. 0.00% Add +37.9% 345,421 $23.6M
Goldman Sachs Group Inc. 0.00% Reduce -59.8% 332,823 $22.7M
Boston Partners 0.03% New 307,718 $21.0M
Invesco Ltd. 0.00% Add +11.1% 278,312 $19.0M
Nuveen, LLC 0.01% — 272,564 $18.6M
Public Employees Retirement Association of Colorado 0.08% No change 270,566 $18.4M
Panagora Asset Management Inc. 0.09% Add +2.2% 256,064 $17.5M
Fort Washington Investment Advisors Inc. 0.10% Reduce -18.7% 240,983 $16.4M
Assenagon Asset Management S.A. 0.02% Add +45.3% 203,561 $13.9M
JPMorgan Chase & Co. 0.00% Reduce -37.8% 203,395 $13.9M
Rhumbline Advisers 0.01% Reduce -3.0% 199,018 $13.6M
Deutsche Bank AG 0.01% Reduce -3.6% 195,572 $13.3M
Voloridge Investment Management, LLC 0.05% Reduce -48.8% 192,709 $13.1M
Hotchkis & Wiley Capital Management LLC 0.04% Add +17.5% 188,865 $12.9M
Rice Hall James & Associates, LLC 0.74% Add +7.7% 185,780 $12.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.0% 180,690 $12.3M
Qube Research & Technologies Ltd 0.02% Reduce -31.4% 175,821 $12.0M
Intech Investment Management LLC 0.12% Add +127.4% 173,478 $11.8M
Allianz Asset Management GmbH 0.02% Reduce -4.6% 169,099 $11.5M
Barclays PLC 0.01% Add +6.2% 166,930 $11.4M
Principal Financial Group Inc. 0.01% Reduce -3.9% 159,371 $10.9M
Ruffer LLP 0.37% Add +2.9% 141,566 $9.7M
Citadel Advisors 0.01% Reduce -57.5% 138,801 $9.5M
Walleye Capital LLC 0.11% Add +162.3% 134,743 $9.2M
Ameriprise Financial Inc. 0.00% Add +3.3% 133,588 $9.1M
Two Sigma Investments, LP 0.02% Reduce -46.4% 133,324 $9.1M
Two Sigma Advisers, LP 0.02% Reduce -21.3% 123,800 $8.4M
Cerity Partners LLC 0.02% Add +3.4% 123,273 $8.4M
D. E. Shaw & Co. 0.01% Reduce -44.7% 123,115 $8.4M
Alliancebernstein L.P. 0.00% Reduce -5.7% 118,993 $8.1M
Swiss National Bank 0.01% Reduce -1.3% 116,807 $8.0M
Algert Global LLC 0.19% Reduce -41.2% 109,941 $7.5M
Robeco Schweiz AG 0.18% No change 109,411 $7.5M
Empowered Funds, LLC 0.10% Reduce -1.8% 107,033 $7.3M
Cambiar Investors LLC 0.30% Reduce -9.1% 103,736 $7.1M
Legal & General Group Plc 0.00% Reduce -0.1% 102,520 $7.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +20.3% 101,452 $6.9M
California Public Employees Retirement System 0.00% Reduce -1.3% 99,175 $6.8M
Jane Street Group, LLC 0.01% Add +941.3% 98,273 $6.7M
Lazard Asset Management LLC 0.01% Reduce -8.5% 93,255 $6.4M
Corebridge Financial, Inc. 0.04% Reduce -7.7% 90,109 $6.1M
Millennium Management 0.01% Reduce -73.3% 89,859 $6.1M
West Coast Financial LLC 0.70% Reduce -1.3% 89,320 $6.1M
Harbor Capital Advisors, Inc. 0.26% Add +75.9% 84,352 $5.8M
Public Sector Pension Investment Board 0.02% New 82,023 $5.6M
Holocene Advisors, LP 0.02% Add +217.1% 81,146 $5.5M
HRT Financial LP 0.03% Add +145.4% 80,676 $5.5M
Russell Investments Group, Ltd. 0.01% Add +103.5% 79,593 $5.4M
Sei Investments Co. 0.01% Reduce -3.2% 74,672 $5.1M
Dean Investment Associates, LLC 0.75% Add +27.2% 74,585 $5.1M
New York State Teachers Retirement System 0.01% Reduce -12.8% 72,468 $4.9M
Susquehanna International Group, LLP 0.01% Add +157.2% 70,605 $4.8M
Retirement Systems of Alabama 0.02% Reduce -5.8% 68,889 $4.7M
Nordea Investment Management AB 0.00% Add +4.7% 64,447 $4.4M
MetLife Investment Management, LLC 0.02% Reduce -7.4% 63,627 $4.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.6% 63,591 $4.3M
Wilmington Savings Fund Society, FSB 0.08% Reduce -1.8% 62,929 $4.3M
Renaissance Technologies 0.01% Reduce -85.1% 60,300 $4.1M
Engineers Gate Manager LP 0.07% Add +22.2% 59,856 $4.1M
Advisors Preferred, LLC 0.53% New 57,626 $4.0M
California State Teachers Retirement System 0.00% Reduce -1.1% 55,636 $3.8M
New Age Alpha Advisors, LLC 0.17% Add +21.6% 54,495 $3.7M
Citigroup Inc. 0.00% Reduce -9.9% 53,714 $3.7M
Dean Capital Management 1.57% Add +34.1% 52,972 $3.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -8.9% 51,231 $3.5M
Candriam S.C.A. 0.02% New 47,191 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +1.5% 45,145 $3.1M
State of Wisconsin Investment Board 0.01% Add +12.6% 44,917 $3.1M
Hillsdale Investment Management Inc. 0.15% Reduce -17.0% 43,500 $3.0M
Clark Capital Management Group, Inc. 0.02% New 42,654 $2.9M
DekaBank Deutsche Girozentrale 0.01% No change 42,100 $2.8M
Victory Capital Management Inc. 0.00% Add +7.7% 41,228 $2.8M
Verition Fund Management LLC 0.02% Reduce -15.3% 41,023 $2.8M
Meeder Asset Management Inc. 0.19% Add +117.0% 40,895 $2.8M
Legato Capital Management LLC 0.37% Add +26.3% 40,570 $2.8M
Capital Fund Management S.A. 0.03% New 40,005 $2.7M
Nisa Investment Advisors, LLC 0.01% Add +0.7% 39,936 $2.7M
Mercer Global Advisors Inc. 0.01% Add +2.7% 38,147 $2.6M
Leuthold Group, LLC 0.34% New 37,838 $2.6M
Martingale Asset Management L P 0.06% Add +7.5% 35,900 $2.4M
Chatham Capital Group, Inc. 0.40% Add +4.8% 35,527 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.7% 34,476 $2.4M
Susquehanna Fundamental Investments, LLC 0.04% New 33,016 $2.3M
Illinois Municipal Retirement Fund 0.03% Add +27.9% 32,311 $2.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 31,014 $2.1M
Johnson Investment Counsel Inc. 0.02% Add +5.8% 30,870 $2.1M
Teacher Retirement System of Texas 0.01% Reduce -55.4% 30,840 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +11.2% 29,249 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -8.4% 29,132 $2.0M
GHP Investment Advisors, Inc. 0.10% Reduce -4.9% 29,081 $2.0M
Ontario Teachers Pension Plan Board 0.03% Reduce -28.6% 28,781 $2.0M
Comerica Bank 0.01% Add +6.4% 28,640 $2.0M
Bridge City Capital, LLC 0.58% Reduce -0.7% 28,293 $1.9M
LSV Asset Management 0.00% New 27,700 $1.9M
Knights of Columbus Asset Advisors LLC 0.13% Reduce -27.9% 27,349 $1.9M
Robeco Institutional Asset Management B.V. 0.00% Add +6.4% 27,252 $1.9M
Clark Estates Inc. 0.39% New 27,138 $1.9M
Wealthspire Advisors, LLC 0.01% Add +1.3% 27,033 $1.8M
Ameritas Investment Partners, Inc. 0.06% Reduce -4.7% 26,812 $1.8M
Envestnet Asset Management Inc. 0.00% Add +16.3% 26,387 $1.8M
New York State Common Retirement Fund 0.00% No change 25,992 $1.8M
Y-Intercept (Hong Kong) Ltd 0.12% New 25,616 $1.7M
KLP Kapitalforvaltning As 0.01% Add +4.9% 25,600 $1.7M
Raymond James Financial Inc. 0.00% Add +61.8% 25,334 $1.7M
Amalgamated Bank 0.01% Reduce -9.7% 24,921 $1.7M
State of Tennessee, Department of Treasury 0.01% No change 23,737 $1.6M
Picton Mahoney Asset Management 0.05% Add +164061.5% 21,341 $1.5M
Creative Planning 0.00% Add +43.4% 21,219 $1.4M
Wells Fargo & Company 0.00% Reduce -38.9% 20,871 $1.4M
Dark Forest Capital Management LP 0.06% Add +175.9% 20,522 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -7.0% 20,503 $1.4M
Cubist Systematic Strategies, LLC 0.02% New 20,160 $1.4M
Royal Bank of Canada 0.00% Add +146.2% 19,732 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 19,200 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,986 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -16.9% 18,394 $1.3M
State Board of Administration of Florida Retirement System 0.00% Reduce -47.0% 18,392 $1.3M
Edgestream Partners, L.P. 0.04% Add +139.4% 18,217 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Reduce -16.9% 17,841 $1.2M
Quantbot Technologies LP 0.04% Reduce -57.1% 17,808 $1.2M
HSBC Holdings PLC 0.00% Reduce -5.3% 17,519 $1.2M
Arizona State Retirement System 0.01% Reduce -1.0% 17,296 $1.2M
Occudo Quantitative Strategies LP 0.16% Add +26.4% 17,180 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 16,692 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -4.8% 15,900 $1.1M
Bank of Montreal 0.00% Reduce -1.9% 15,570 $1.1M
American Century Companies Inc. 0.00% Reduce -28.4% 15,435 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 15,413 $1.1M
Handelsbanken Fonder AB 0.00% No change 15,416 $1.1M
Voya Investment Management LLC 0.00% Reduce -14.8% 15,150 $1.0M
Prudential Financial Inc. 0.00% Reduce -30.9% 15,147 $1.0M
Elo Mutual Pension Insurance Co 0.02% New 15,096 $1.0M
BNP Paribas Financial Markets 0.00% Reduce -63.6% 14,793 $1.0M
ProShare Advisors LLC 0.00% Reduce -25.2% 14,773 $1.0M
Radnor Capital Management, LLC 0.16% Reduce -17.1% 14,300 $975K
South Dakota Investment Council 0.02% Add +16.2% 14,264 $973K
Jefferies Financial Group Inc. 0.02% New 14,015 $956K
Franklin Resources Inc. 0.00% Add +119.2% 13,538 $923K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.8% 13,530 $923K
State of Michigan Retirement System 0.01% Reduce -4.9% 13,518 $922K
Thrivent Financial for Lutherans 0.00% Reduce -6.3% 13,271 $905K
Polaris Capital Management, LLC 0.05% Reduce -49.6% 12,700 $866K
Cibc World Markets Corp. 0.01% Add +125.1% 12,670 $864K
Bridgewater Associates 0.00% New 12,608 $860K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -5.9% 12,584 $858K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -4.4% 12,417 $847K
New Mexico Educational Retirement Board 0.03% No change 12,400 $846K
Globeflex Capital L P 0.07% No change 11,837 $807K
Exchange Traded Concepts, LLC 0.01% New 11,642 $794K
Oregon Public Employees Retirement Fund 0.02% Reduce -5.7% 11,524 $786K
Point72 Hong Kong Ltd 0.05% New 11,247 $767K
Diversified Trust Co. 0.02% Add +4.9% 10,899 $743K
Gotham Asset Management 0.01% Reduce -75.8% 10,741 $732K
Janney Montgomery Scott LLC 0.00% Add +70.5% 10,145 $692K
Vestcor Inc 0.02% Add +2.3% 9,877 $674K
Brevan Howard Capital Management LP 0.02% New 9,456 $645K
Washington Capital Management, Inc. 0.51% No change 9,200 $627K
Point72 Asia (Singapore) Pte. Ltd. 0.16% New 9,194 $627K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +99.9% 9,077 $619K
Pictet Asset Management Holding SA 0.00% Add +5.3% 9,015 $615K
Jain Global LLC 0.01% New 8,906 $607K
Freestone Grove Partners LP 0.01% Reduce -61.4% 8,879 $605K
Liberty Capital Management, Inc. 0.13% No change 8,556 $583K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -72.6% 8,500 $580K
Entropy Technologies, LP 0.06% Add +32.0% 8,428 $575K
Xponance LLC 0.01% Reduce -3.6% 8,219 $560K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -46.7% 7,994 $545K
CSS LLC 0.11% New 7,835 $534K
Verdence Capital Advisors LLC 0.04% Add +54.3% 7,469 $509K
Fox Run Management, L.L.C. 0.08% Reduce -15.7% 7,217 $492K
JLB & Associates Inc. 0.07% Reduce -3.2% 7,143 $487K
Polymer Capital Management (US) LLC 0.14% New 6,853 $467K
Petrus Trust Company, LTA 0.04% Reduce -36.2% 6,819 $465K
State of Alaska, Department of Revenue 0.01% Reduce -3.4% 6,627 $451K
Vanguard Personalized Indexing Management, LLC 0.01% Add +63.1% 6,515 $444K
Oppenheimer Asset Management Inc. 0.01% Add +24.0% 6,461 $441K
Neo Ivy Capital Management 0.14% New 6,342 $432K
QRG Capital Management, Inc. 0.00% Add +25.9% 6,286 $429K
Squarepoint Ops LLC 0.00% Reduce -97.9% 6,272 $428K
HighTower Advisors, LLC 0.00% Add +61.1% 5,960 $406K
Gsa Capital Partners LLP 0.04% Add +64.3% 5,834 $398K
Quantessence Capital LLC 0.10% New 5,800 $396K
Pacer Advisors, Inc. 0.00% Reduce -35.5% 5,790 $395K
Magnetar Financial LLC 0.01% New 5,715 $390K
Andina Capital Management, LLC 0.28% New 5,676 $387K
Tidal Investments LLC 0.00% Reduce -61.2% 5,450 $372K
US Bancorp \de 0.00% Reduce -13.1% 5,440 $371K
Total Wealth Planning & Management, Inc. 0.36% Add +49.7% 5,196 $354K
Trust Point Inc. 0.03% Add +1.0% 5,094 $347K
Zacks Investment Management 0.00% Add +15.0% 5,069 $346K
Inspire Investing, LLC 0.04% Reduce -6.1% 5,046 $344K
Tudor Investment Corporation 0.00% New 4,754 $324K
Cetera Investment Advisers 0.00% Add +5.8% 4,519 $308K
Schonfeld Strategic Advisors LLC 0.00% Reduce -18.6% 4,461 $304K
O'shaughnessy Asset Management, LLC 0.00% Add +35.3% 4,459 $304K
Hudson Bay Capital Management LP 0.00% New 4,433 $302K
Mariner, LLC 0.00% Reduce -25.4% 4,377 $298K
Ieq Capital, LLC 0.00% Reduce -39.8% 4,363 $298K
Great Lakes Retirement, Inc. 0.04% No change 4,332 $295K
Securian Asset Management, Inc. 0.01% Reduce -5.5% 4,298 $293K
Neuberger Berman Group LLC 0.00% Reduce -44.1% 4,228 $288K
AE Wealth Management LLC 0.00% Reduce -12.2% 4,086 $279K
Resona Asset Management Co.,Ltd. 0.00% No change 4,019 $274K
United Services Automobile Association 0.01% New 3,994 $272K
Quantinno Capital Management LP 0.00% New 3,967 $271K
EP Wealth Advisors, LLC 0.00% Add +14.7% 3,884 $265K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.1% 3,838 $262K
Captrust Financial Advisors 0.00% Add +3.0% 3,806 $259K
STRS Ohio 0.00% No change 3,700 $252K
Los Angeles Capital Management LLC 0.00% No change 3,683 $251K
Olympiad Research LP 0.29% New 3,646 $249K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -26.5% 3,637 $248K
AlphaQuest LLC 0.03% Add +73.8% 3,580 $244K
SG Americas Securities, LLC 0.00% New 3,552 $242K
State of Wyoming 0.03% Reduce -68.4% 3,527 $241K
Headlands Technologies LLC 0.03% Reduce -10.4% 3,481 $237K
LPL Financial LLC 0.00% Reduce -25.9% 3,430 $234K
Graham Capital Management, L.P. 0.01% Reduce -68.3% 3,365 $229K
Vident Advisory, LLC 0.00% Reduce -76.7% 3,359 $229K
Avantax Advisory Services, Inc. 0.00% Reduce -82.6% 3,322 $227K
denkapparat Operations GmbH 0.24% New 3,268 $223K
Verus Financial Partners, Inc. 0.02% Reduce -7.8% 3,173 $216K
Prelude Capital Management, LLC 0.02% New 3,045 $208K
Quadrant Capital Group LLC 0.01% Add +590.6% 3,025 $206K
Covestor Ltd 0.14% Add +69.5% 3,006 $206K
Inceptionr LLC 0.06% New 2,999 $205K
Avanza Fonder AB 0.01% Reduce -5.1% 2,758 $196K
New Vernon Capital Holdings II LLC 0.10% No change 2,865 $195K
KBC Group NV 0.00% Reduce -3.2% 2,811 $192K
Global Trust Asset Management, LLC 0.09% New 2,280 $155K
Cwm, LLC 0.00% Add +18.6% 2,274 $155K
Central Pacific Bank - Trust Division 0.02% Reduce -19.0% 2,170 $148K
Point72 (DIFC) Ltd 0.01% New 2,160 $147K
Shell Asset Management Co. 0.01% Reduce -4.1% 2,023 $138K
Osaic Holdings, Inc. 0.00% Reduce -49.0% 1,991 $136K
Tower Research Capital LLC (TRC) 0.00% Reduce -69.7% 1,905 $130K
LRI Investments, LLC 0.01% Add +11.9% 1,833 $125K
PNC Financial Services Group, Inc. 0.00% Reduce -32.0% 1,682 $115K
Larson Financial Group LLC 0.01% Reduce -28.5% 1,533 $105K
Blue Trust, Inc. 0.00% Add +32.8% 1,228 $84K
Lanark Financial, Inc. 0.01% — 1,150 $78K
Painted Porch Advisors LLC 0.03% No change 1,039 $71K
IFP Advisors, Inc 0.00% Add +16.0% 912 $62K
Coldstream Capital Management Inc. 0.00% New 861 $59K
Parallel Advisors, LLC 0.00% Reduce -9.9% 859 $59K
Lindbrook Capital, LLC 0.01% Add +527.5% 822 $56K
Archer Investment Corp 0.01% No change 800 $55K
GAMMA Investing LLC 0.00% Add +67.1% 732 $50K
Parkside Financial Bank & Trust 0.01% Add +568.5% 722 $49K
McIlrath & Eck, LLC 0.01% No change 631 $43K
Nomura Asset Management Co. Ltd. 0.00% Add +106.7% 620 $42K
UMB Bank, n.a. 0.00% Add +70.2% 606 $41K
Fifth Third Bancorp 0.00% Reduce -9.4% 557 $38K
Caitong International Asset Management Co., Ltd 0.03% Add +17533.3% 529 $36K
J.Safra Asset Management Corp 0.00% Add +6.0% 513 $35K
Optiver Holding B.V. 0.00% New 485 $33K
JFS Wealth Advisors, LLC 0.00% Add +0.9% 455 $31K
Eastern Bank 0.00% No change 390 $27K
EverSource Wealth Advisors, LLC 0.00% Add +50.7% 345 $24K
Northwestern Mutual Wealth Management Co. 0.00% Add +107.4% 307 $21K
Arax Advisory Partners 0.00% New 289 $20K
CI Investments Inc. 0.00% Reduce -6.3% 282 $19K
Allworth Financial LP 0.00% Reduce -81.9% 271 $19K
Westside Investment Management, Inc. 0.00% No change 260 $18K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.3% 255 $17K
Rise Advisors, LLC 0.01% Reduce -13.4% 253 $17K
Federation des caisses Desjardins du Quebec 0.00% No change 240 $16K
Hexagon Capital Partners LLC 0.00% Add +214.1% 223 $15K
Hopwood Financial Services, Inc. 0.01% No change 200 $14K
National Bank of Canada 0.00% Reduce -5.3% 195 $13K
Capital Advisors, Ltd. LLC 0.00% Add +58.4% 179 $12K
Bessemer Group Inc. 0.00% Add +26.8% 175 $12K
Jones Financial Companies LLLP 0.00% Add +107.6% 164 $11K
Versant Capital Management, Inc 0.00% Add +8100.0% 164 $11K
Farther Finance Advisors, LLC 0.00% Reduce -81.1% 155 $11K
Signaturefd, LLC 0.00% Add +100.0% 152 $10K
Quarry LP 0.00% Reduce -81.8% 145 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.4% 127 $9K
Geneos Wealth Management Inc. 0.00% Add +93.4% 118 $8K
MAI Capital Management 0.00% Reduce -9.4% 116 $8K
Private Wealth Management Group, LLC 0.00% New 103 $7K
Colonial Trust Co / SC 0.00% Reduce -53.0% 100 $7K
Anchor Investment Management, LLC 0.00% Reduce -50.0% 100 $7K
Bell Investment Advisors, Inc 0.00% Reduce -6.9% 94 $6K
Webster Bank, N. A. 0.00% No change 84 $6K
Richardson Financial Services Inc. 0.00% New 75 $5K
Smartleaf Asset Management LLC 0.00% Reduce -51.7% 72 $5K
Rothschild Investment LLC 0.00% Reduce -26.9% 68 $5K
Spire Wealth Management 0.00% Reduce -8.1% 68 $5K
Sterling Capital Management LLC 0.00% Reduce -3.3% 59 $4K
Smithfield Trust Co 0.00% No change 55 $4K
Principal Securities, Inc. 0.00% No change 52 $4K
WealthCollab, LLC 0.00% New 46 $3K
Hemington Wealth Management 0.00% Add +123.1% 58 $3K
Farmers & Merchants Investments Inc. 0.00% Add +83.3% 44 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 41 $3K
FSA Wealth Management LLC 0.00% No change 39 $3K
Bokf, NA 0.00% No change 39 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 37 $3K
Mather Group, Llc. 0.00% Reduce -42.6% 35 $2K
Highline Wealth Partners LLC 0.00% New 30 $2K
Private Trust Co. NA 0.00% New 25 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -43.6% 22 $2K
St Germain D J Co. Inc. 0.00% No change 21 $1K
True Wealth Design, LLC 0.00% New 19 $1K
Brooklyn Investment Group 0.00% Add +5.6% 19 $1K
CIBC Private Wealth Group LLC 0.00% New 18 $1K
Marshall Investment Management, LLC 0.00% New 16 $1K
Hantz Financial Services, Inc. 0.00% New 9 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +9.1% 12 $819
Huntington National Bank 0.00% No change 12 $818
Glen Eagle Advisors, LLC 0.00% No change 10 $692
Global Financial Private Client, LLC 0.00% Add +233.3% 10 $682
Stephens Consulting, LLC 0.00% New 10 $682
TD Private Client Wealth LLC 0.00% Reduce -84.1% 10 $682
SJS Investment Consulting Inc. 0.00% Reduce -27.3% 8 $546
Logan Capital Management Inc. 0.00% No change 8 $546
Halbert Hargrove Global Advisors, LLC 0.00% New 8 $546
Raleigh Capital Management Inc. 0.00% Reduce -46.1% 7 $484
Bruce G. Allen Investments, LLC 0.00% New 6 $409
NewEdge Advisors, LLC 0.00% No change 4 $273
HFM Investment Advisors, LLC 0.00% — 2 $137
Clearstead Advisors, LLC 0.00% Reduce -33.3% 2 $137
Parkworth Wealth Management, Inc. 0.00% No change 2 $136
Assetmark, Inc. 0.00% Reduce -80.0% 2 $129
Bay Harbor Wealth Management, LLC 0.00% New 1 $68
Cornerstone Planning Group LLC 0.00% No change 1 $68
SBI Securities Co., Ltd. 0.00% No change 1 $68

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