MaximusMMS

13F holders, Q2 2025 (June 30)
378holders +23
56new positions
35sold out
9famous investors
$70.23avg. 13F price*

At the end of Q2 2025, 378 institutions reported holding Maximus Inc. (MMS) in their 13F filings, up 23 from Q1 2025. 56 opened new positions and 35 sold out. The largest holders were FMR LLC ($593.3M), BlackRock, Inc. ($510.9M) and Vanguard Group Inc. ($454.4M). 9 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions56$89.5M
Exits35$41.2M

All 13F filers, Q1 2025 → Q2 2025: 4,270,930 shares bought and 3,812,485 shares sold, net +458,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 378 holders

FMR LLC 0.03% Reduce -0.4% 8,451,851 $593.3M
BlackRock, Inc. 0.01% Add +0.2% 7,278,288 $510.9M
Vanguard Group Inc. 0.01% Add +0.5% 6,473,320 $454.4M
State Street Corp. 0.01% Reduce -3.6% 2,595,841 $182.2M
Mackenzie Financial Corp. 0.23% Reduce -10.2% 2,502,425 $175.7M
Dimensional Fund Advisors LP 0.03% Add +8.1% 1,832,584 $128.6M
Fuller & Thaler Asset Management, Inc. 0.45% Add +0.6% 1,738,818 $122.1M
Geode Capital Management, LLC 0.01% Reduce -0.2% 1,466,208 $102.9M
Van Berkom & Associates Inc. 2.64% Reduce -0.8% 1,265,599 $88.8M
AQR Capital Management 0.06% Reduce -14.2% 1,007,156 $70.5M
Reinhart Partners, Llc. 2.19% Add +0.3% 913,856 $64.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.7% 872,317 $61.2M
Point72 Asset Management 0.13% Add +112.7% 761,230 $53.4M
Northern Trust Corp. 0.01% Reduce -3.1% 745,239 $52.3M
Norges Bank 0.01% No change 682,143 $47.9M
Federated Hermes, Inc. 0.09% Reduce -22.8% 679,658 $47.7M
Boston Partners 0.05% Add +113.6% 657,247 $46.4M
First Trust Advisors LP 0.04% Reduce -9.4% 622,569 $43.7M
Goldman Sachs Group Inc. 0.01% Add +72.0% 572,526 $40.2M
Bank of New York Mellon Corp 0.01% Add +1.6% 549,369 $38.6M
Sio Capital Management, LLC 15.44% Add +17.0% 548,086 $38.5M
Janus Henderson Group PLC 0.02% Reduce -43.9% 530,137 $37.2M
Stephens Investment Management Group LLC 0.45% Add +6.3% 483,846 $34.0M
Nuveen, LLC 0.01% Add +75.5% 478,388 $33.6M
Allspring Global Investments Holdings, LLC 0.06% Reduce -22.8% 462,686 $33.2M
William Blair Investment Management, LLC 0.09% Reduce -7.3% 461,235 $32.4M
Morgan Stanley 0.00% Add +15.4% 405,146 $28.4M
Qube Research & Technologies Ltd 0.04% Add +115.8% 379,342 $26.6M
Bank of America Corp. 0.00% Add +5.4% 363,923 $25.5M
Wellington Management Group LLP 0.00% Reduce -20.3% 351,997 $24.7M
UBS Group AG 0.00% Reduce -13.8% 330,215 $23.2M
Citadel Advisors 0.02% Add +103.1% 281,906 $19.8M
Invesco Ltd. 0.00% Reduce -2.5% 271,349 $19.0M
Public Employees Retirement Association of Colorado 0.07% No change 270,566 $19.0M
Panagora Asset Management Inc. 0.08% Add +1.4% 259,727 $18.2M
River Road Asset Management, LLC 0.23% New 244,687 $18.1M
Fort Washington Investment Advisors Inc. 0.10% Add +0.1% 241,263 $16.9M
Allianz Asset Management GmbH 0.02% Add +38.0% 233,348 $16.4M
Barclays PLC 0.01% Add +29.9% 216,842 $15.2M
Cerity Partners LLC 0.03% Add +67.7% 206,683 $14.5M
Rhumbline Advisers 0.01% Add +1.2% 201,363 $14.1M
Woodline Partners LP 0.07% New 194,499 $13.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.7% 192,854 $13.5M
Deutsche Bank AG 0.00% Reduce -3.1% 189,532 $13.3M
Rice Hall James & Associates, LLC 0.70% Reduce -0.9% 184,084 $12.9M
Algert Global LLC 0.27% Add +64.4% 180,756 $12.7M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -7.5% 174,685 $12.3M
Principal Financial Group Inc. 0.01% Add +7.6% 171,427 $12.0M
Jane Street Group, LLC 0.02% Add +72.0% 168,976 $11.9M
JPMorgan Chase & Co. 0.00% Reduce -17.8% 167,195 $11.7M
Renaissance Technologies 0.02% Add +176.9% 167,000 $11.7M
Balyasny Asset Management L.P. 0.03% New 164,489 $11.5M
Walleye Capital LLC 0.12% Add +20.5% 162,355 $11.4M
Voloridge Investment Management, LLC 0.03% Reduce -31.6% 131,749 $9.2M
Ameriprise Financial Inc. 0.00% Reduce -6.7% 124,661 $8.7M
Russell Investments Group, Ltd. 0.01% Add +54.7% 123,116 $8.6M
Alliancebernstein L.P. 0.00% Reduce -5.4% 112,554 $7.9M
Empowered Funds, LLC 0.09% Add +3.0% 110,193 $7.7M
Swiss National Bank 0.00% Reduce -7.5% 108,107 $7.6M
Ruffer LLP 0.32% Reduce -26.3% 104,359 $7.3M
Robeco Schweiz AG 0.17% Reduce -6.7% 102,139 $7.2M
Legal & General Group Plc 0.00% Reduce -0.8% 101,742 $7.1M
California Public Employees Retirement System 0.00% Add +0.2% 99,374 $7.0M
Clark Capital Management Group, Inc. 0.05% Add +132.3% 99,074 $7.0M
Deprince Race & Zollo Inc. 0.14% New 98,633 $6.9M
Intech Investment Management LLC 0.06% Reduce -44.6% 96,137 $6.7M
Divisadero Street Capital Management, LP 0.45% New 95,000 $6.7M
D. E. Shaw & Co. 0.01% Reduce -24.8% 92,639 $6.5M
Trexquant Investment LP 0.07% New 89,950 $6.3M
Public Sector Pension Investment Board 0.02% Add +0.9% 82,762 $5.8M
Harbor Capital Advisors, Inc. 0.24% Reduce -2.5% 82,264 $5.8M
Sei Investments Co. 0.01% Add +4.8% 78,241 $5.5M
Susquehanna International Group, LLP 0.01% Add +8.7% 76,758 $5.4M
Pier Capital, LLC 0.81% New 75,355 $5.3M
New York State Teachers Retirement System 0.01% Reduce -0.5% 72,138 $5.1M
Lazard Asset Management LLC 0.01% Reduce -23.3% 71,495 $5.0M
Engineers Gate Manager LP 0.06% Add +15.6% 69,200 $4.9M
Retirement Systems of Alabama 0.02% Reduce -0.0% 68,871 $4.8M
Hillsdale Investment Management Inc. 0.17% Add +51.3% 65,800 $4.6M
Verition Fund Management LLC 0.03% Add +59.6% 65,485 $4.6M
HRT Financial LP 0.02% Reduce -19.4% 65,012 $4.6M
Nordea Investment Management AB 0.00% Add +0.6% 64,829 $4.5M
MetLife Investment Management, LLC 0.03% Reduce -1.0% 62,982 $4.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.9% 61,120 $4.3M
Wilmington Savings Fund Society, FSB 0.07% Reduce -5.8% 59,284 $4.2M
LSV Asset Management 0.01% Add +105.4% 56,900 $4.0M
California State Teachers Retirement System 0.00% Reduce -0.4% 55,400 $3.9M
Edgestream Partners, L.P. 0.11% Add +196.6% 54,039 $3.8M
New Age Alpha Advisors, LLC 0.16% Reduce -7.0% 50,667 $3.6M
T. Rowe Price Associates Inc. 0.00% Add +9.6% 49,473 $3.5M
Campbell & CO Investment Adviser LLC 0.22% Add +173.5% 48,789 $3.4M
Holocene Advisors, LP 0.01% Reduce -40.0% 48,659 $3.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.6% 48,372 $3.4M
Millennium Management 0.00% Reduce -48.3% 46,471 $3.3M
BNP Paribas Financial Markets 0.00% Add +197.1% 43,945 $3.1M
Quantbot Technologies LP 0.08% Add +146.3% 43,863 $3.1M
Victory Capital Management Inc. 0.00% Add +1.8% 41,965 $2.9M
DekaBank Deutsche Girozentrale 0.01% No change 42,100 $2.9M
Agf Management Ltd. 0.01% New 40,946 $2.9M
Meeder Asset Management Inc. 0.18% Add +0.1% 40,939 $2.9M
Illinois Municipal Retirement Fund 0.04% Add +25.9% 40,687 $2.9M
Mercer Global Advisors Inc. 0.01% Add +5.5% 40,257 $2.8M
Nisa Investment Advisors, LLC 0.01% Reduce -0.4% 39,777 $2.8M
Leuthold Group, LLC 0.32% Add +2.0% 38,595 $2.7M
Aquatic Capital Management LLC 0.05% New 37,626 $2.6M
Martingale Asset Management L P 0.06% Add +4.7% 37,600 $2.6M
Creative Planning 0.00% Add +77.1% 37,582 $2.6M
Chatham Capital Group, Inc. 0.38% Reduce -0.6% 35,302 $2.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +13.1% 35,078 $2.5M
State of Wisconsin Investment Board 0.01% Reduce -22.6% 34,767 $2.4M
Royal Bank of Canada 0.00% Add +72.3% 33,994 $2.4M
Wells Fargo & Company 0.00% Add +58.2% 33,024 $2.3M
Envestnet Asset Management Inc. 0.00% Add +23.9% 32,705 $2.3M
Raymond James Financial Inc. 0.00% Add +28.7% 32,602 $2.3M
Mubadala Investment Co PJSC 0.01% New 31,794 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -10.0% 31,040 $2.2M
Johnson Investment Counsel Inc. 0.02% Add +0.1% 30,888 $2.2M
Dean Investment Associates, LLC 0.31% Reduce -59.6% 30,094 $2.1M
GHP Investment Advisors, Inc. 0.09% Reduce -1.2% 28,745 $2.0M
Citigroup Inc. 0.00% Reduce -46.5% 28,708 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -3.8% 28,023 $2.0M
Bridge City Capital, LLC 0.55% Reduce -1.4% 27,895 $2.0M
Comerica Bank 0.01% Reduce -2.9% 27,810 $2.0M
Clark Estates Inc. 0.43% No change 27,138 $1.9M
Wealthspire Advisors, LLC 0.01% Add +0.3% 27,108 $1.9M
Knights of Columbus Asset Advisors LLC 0.11% Reduce -2.0% 26,806 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -0.7% 26,617 $1.9M
New York State Common Retirement Fund 0.00% No change 25,992 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -12.6% 25,559 $1.8M
Amalgamated Bank 0.01% Reduce -0.5% 24,795 $1.7M
Dean Capital Management 0.70% Reduce -54.2% 24,242 $1.7M
State of Tennessee, Department of Treasury 0.01% No change 23,737 $1.7M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +158.2% 23,438 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -25.4% 23,017 $1.6M
Horizon Investments, LLC 0.03% New 22,821 $1.6M
Two Sigma Advisers, LP 0.00% Reduce -81.6% 22,800 $1.6M
Cubist Systematic Strategies, LLC 0.02% Add +11.4% 22,451 $1.6M
Legato Capital Management LLC 0.19% Reduce -44.9% 22,375 $1.6M
Thrivent Financial for Lutherans 0.00% Add +67.2% 22,183 $1.6M
Prudential Financial Inc. 0.00% Add +45.7% 22,074 $1.5M
KLP Kapitalforvaltning As 0.01% Reduce -17.2% 21,200 $1.5M
Ieq Capital, LLC 0.01% Add +373.7% 20,668 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -2.2% 20,059 $1.4M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -80.7% 19,552 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,986 $1.3M
Brevan Howard Capital Management LP 0.01% Add +92.0% 18,157 $1.3M
Robeco Institutional Asset Management B.V. 0.00% Reduce -33.7% 18,077 $1.3M
American Century Companies Inc. 0.00% Add +16.6% 18,003 $1.3M
Inspire Investing, LLC 0.14% Add +251.8% 17,751 $1.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -7.1% 17,080 $1.2M
Keeler Thomas Management LLC 0.51% New 16,799 $1.2M
Man Group plc 0.00% Reduce -95.9% 16,779 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 16,692 $1.2M
Arizona State Retirement System 0.01% Reduce -4.5% 16,518 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +6.3% 16,378 $1.1M
Janney Montgomery Scott LLC 0.00% Add +57.4% 15,969 $1.1M
Louisiana State Employees Retirement System 0.02% No change 15,900 $1.1M
Elo Mutual Pension Insurance Co 0.02% Add +2.9% 15,534 $1.1M
Voya Investment Management LLC 0.00% Add +1.9% 15,435 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -22.9% 14,800 $1.0M
Bank of Montreal 0.00% Reduce -5.1% 14,777 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.0% 14,478 $1.0M
Handelsbanken Fonder AB 0.00% Reduce -6.5% 14,416 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -22.0% 14,340 $1.0M
Radnor Capital Management, LLC 0.16% No change 14,300 $1.0M
South Dakota Investment Council 0.02% No change 14,264 $1.0M
ProShare Advisors LLC 0.00% Reduce -4.5% 14,111 $991K
Empirical Finance, LLC 0.05% New 14,109 $990K
Franklin Resources Inc. 0.00% Add +0.5% 13,601 $955K
State of Michigan Retirement System 0.00% No change 13,518 $949K
Squarepoint Ops LLC 0.00% Add +115.1% 13,493 $947K
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.8% 12,890 $905K
Tudor Investment Corporation 0.01% Add +169.1% 12,791 $898K
Magnetar Financial LLC 0.00% Add +123.5% 12,774 $897K
Polaris Capital Management, LLC 0.06% No change 12,700 $892K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.0% 12,582 $883K
New Mexico Educational Retirement Board 0.03% No change 12,400 $870K
Mariner, LLC 0.00% Add +181.8% 12,332 $866K
Exchange Traded Concepts, LLC 0.01% Add +2.0% 11,870 $833K
Globeflex Capital L P 0.07% No change 11,837 $831K
Oregon Public Employees Retirement Fund 0.01% No change 11,524 $809K
Diversified Trust Co. 0.02% Add +1.1% 11,014 $773K
Jefferies Financial Group Inc. 0.01% Reduce -22.2% 10,900 $765K
CSS LLC 0.14% Add +33.3% 10,447 $733K
Integrated Quantitative Investments LLC 0.21% New 10,254 $720K
Tower Research Capital LLC (TRC) 0.02% Add +427.4% 10,047 $705K
Vestcor Inc 0.02% No change 9,877 $693K
Fox Run Management, L.L.C. 0.11% Add +34.2% 9,685 $680K
XTX Topco Ltd 0.03% New 9,537 $669K
O'shaughnessy Asset Management, LLC 0.00% Add +100.8% 8,952 $628K
AlphaQuest LLC 0.06% Add +142.0% 8,663 $608K
Vanguard Personalized Indexing Management, LLC 0.01% Add +32.1% 8,607 $604K
Pictet Asset Management Holding SA 0.00% Reduce -4.9% 8,574 $602K
Liberty Capital Management, Inc. 0.12% No change 8,556 $601K
Wealth Enhancement Advisory Services, LLC 0.00% New 8,013 $577K
Point72 (DIFC) Ltd 0.04% Add +272.3% 8,042 $565K
Xponance LLC 0.00% Reduce -2.6% 8,008 $562K
Washington Capital Management, Inc. 0.42% Reduce -13.0% 8,000 $562K
Verdence Capital Advisors LLC 0.04% Add +3.5% 7,728 $542K
Candriam S.C.A. 0.00% Reduce -83.8% 7,668 $538K
111 Capital 0.09% New 7,471 $524K
Gotham Asset Management 0.00% Reduce -31.9% 7,320 $514K
Cwm, LLC 0.00% Add +218.6% 7,244 $509K
QRG Capital Management, Inc. 0.00% Add +14.1% 7,172 $503K
Quartz Partners, LLC 0.23% New 7,108 $499K
Cibc World Markets Corp. 0.00% Reduce -44.9% 6,978 $490K
DRW Securities, LLC 0.03% New 6,928 $486K
Oppenheimer Asset Management Inc. 0.01% Add +6.5% 6,884 $483K
Qsemble Capital Management, LP 0.05% New 6,724 $472K
Centiva Capital, LP 0.03% New 6,713 $471K
Captrust Financial Advisors 0.00% Add +75.5% 6,681 $469K
&partners 0.00% New 6,689 $469K
JLB & Associates Inc. 0.06% Reduce -7.5% 6,609 $464K
Neuberger Berman Group LLC 0.00% Add +53.1% 6,472 $454K
Bridgewater Associates 0.00% Reduce -49.1% 6,415 $450K
State of Alaska, Department of Revenue 0.00% Reduce -4.6% 6,322 $443K
Point72 Asia (Singapore) Pte. Ltd. 0.08% Reduce -31.4% 6,309 $443K
LPL Financial LLC 0.00% Add +79.4% 6,152 $432K
Andina Capital Management, LLC 0.29% Add +3.5% 5,877 $413K
Assenagon Asset Management S.A. 0.00% Reduce -97.1% 5,877 $413K
Total Wealth Planning & Management, Inc. 0.36% Add +13.1% 5,875 $412K
Cetera Investment Advisers 0.00% Add +19.8% 5,413 $380K
Quadrature Capital Ltd 0.01% New 5,275 $370K
HSBC Holdings PLC 0.00% Reduce -70.1% 5,235 $368K
Bank of Nova Scotia 0.00% New 5,207 $366K
State of Wyoming 0.04% Add +47.2% 5,191 $364K
HighTower Advisors, LLC 0.00% Reduce -13.7% 5,143 $361K
Petrus Trust Company, LTA 0.04% Reduce -24.8% 5,128 $360K
Point72 Hong Kong Ltd 0.02% Reduce -54.6% 5,100 $358K
Trust Point Inc. 0.03% Add +0.0% 5,095 $358K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -80.2% 5,085 $357K
Resona Asset Management Co.,Ltd. 0.00% Add +26.4% 5,080 $357K
Arkadios Wealth Advisors 0.01% New 5,078 $356K
Zacks Investment Management 0.00% Reduce -0.0% 5,068 $356K
Quantinno Capital Management LP 0.00% Add +25.8% 4,991 $350K
Osaic Holdings, Inc. 0.00% Add +142.5% 4,828 $333K
Olympiad Research LP 0.54% Add +28.9% 4,699 $330K
Prelude Capital Management, LLC 0.03% Add +50.7% 4,590 $322K
US Bancorp \de 0.00% Reduce -16.6% 4,534 $318K
Vise Technologies, Inc. 0.01% — 4,473 $314K
Nebula Research & Development LLC 0.03% New 4,445 $312K
SG Americas Securities, LLC 0.00% Add +24.3% 4,414 $310K
Aster Capital Management (DIFC) Ltd 0.07% New 4,396 $309K
Great Lakes Retirement, Inc. 0.04% No change 4,332 $304K
Vident Advisory, LLC 0.00% Add +26.7% 4,257 $299K
Securian Asset Management, Inc. 0.01% Reduce -2.3% 4,198 $295K
Graham Capital Management, L.P. 0.01% Add +23.4% 4,154 $292K
Jain Global LLC 0.00% Reduce -53.8% 4,111 $289K
Entropy Technologies, LP 0.02% Reduce -52.2% 4,028 $283K
denkapparat Operations GmbH 0.22% Add +21.3% 3,964 $278K
Aigen Investment Management, LP 0.04% New 3,918 $275K
AE Wealth Management LLC 0.00% Reduce -7.0% 3,801 $267K
Tidal Investments LLC 0.00% Reduce -30.5% 3,787 $266K
Crossmark Global Holdings, Inc. 0.00% Reduce -2.5% 3,740 $263K
EP Wealth Advisors, LLC 0.00% Reduce -4.2% 3,723 $261K
STRS Ohio 0.00% No change 3,700 $260K
Armistice Capital, LLC 0.01% New 3,643 $256K
Bryn Mawr Trust Advisors, LLC 0.01% No change 3,637 $255K
Los Angeles Capital Management LLC 0.00% Reduce -2.5% 3,589 $252K
Jump Financial, LLC 0.00% New 3,564 $250K
Choreo, LLC 0.00% New 3,511 $246K
Atria Investments, Inc 0.00% New 3,490 $245K
Elevation Point Wealth Partners, LLC 0.02% New 3,480 $244K
Verus Financial Partners, Inc. 0.02% Add +6.7% 3,387 $244K
Avantax Advisory Services, Inc. 0.00% Add +1.4% 3,367 $236K
Aristides Capital LLC 0.07% New 3,261 $229K
Avanza Fonder AB 0.01% Add +17.2% 3,233 $227K
Net Worth Advisory Group 0.05% New 3,195 $224K
Pallas Capital Advisors LLC 0.01% New 3,008 $211K
Quadrant Capital Group LLC 0.01% Reduce -1.9% 2,966 $208K
Sivia Capital Partners, LLC 0.07% New 2,905 $204K
Frank, Rimerman Advisors LLC 0.01% New 2,895 $203K
Covestor Ltd 0.11% Reduce -15.3% 2,546 $179K
Central Pacific Bank - Trust Division 0.02% Reduce -4.6% 2,070 $145K
Shell Asset Management Co. 0.00% Reduce -9.9% 1,823 $128K
KBC Group NV 0.00% Reduce -36.5% 1,786 $125K
EverSource Wealth Advisors, LLC 0.01% Add +413.9% 1,773 $124K
PNC Financial Services Group, Inc. 0.00% Reduce -1.7% 1,654 $116K
Larson Financial Group LLC 0.00% Add +7.1% 1,642 $115K
Gitterman Wealth Management, LLC 0.03% New 1,622 $114K
Blue Trust, Inc. 0.00% Add +31.0% 1,609 $113K
IFP Advisors, Inc 0.00% Add +70.8% 1,558 $109K
LRI Investments, LLC 0.01% Reduce -31.9% 1,249 $88K
GAMMA Investing LLC 0.01% Add +60.4% 1,174 $82K
Lanark Financial, Inc. 0.01% No change 1,150 $80K
Parallel Advisors, LLC 0.00% Add +12.9% 970 $68K
Painted Porch Advisors LLC 0.03% Reduce -9.1% 944 $66K
Parkside Financial Bank & Trust 0.01% Add +21.8% 879 $62K
Bayforest Capital Ltd 0.03% New 870 $61K
UMB Bank, n.a. 0.00% Add +37.5% 833 $58K
National Bank of Canada 0.00% Add +312.8% 805 $57K
Archer Investment Corp 0.01% No change 800 $56K
McIlrath & Eck, LLC 0.01% No change 631 $44K
Nomura Asset Management Co. Ltd. 0.00% No change 620 $44K
Danske Bank A/S 0.00% New 600 $42K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 563 $40K
Canada Pension Plan Investment Board 0.00% New 500 $35K
Fifth Third Bancorp 0.00% Reduce -13.8% 480 $34K
Optiver Holding B.V. 0.00% Reduce -4.1% 465 $33K
JFS Wealth Advisors, LLC 0.00% Reduce -4.6% 434 $30K
Principal Securities, Inc. 0.00% Add +675.0% 403 $28K
Essential Partners LLC 0.01% — 368 $26K
J.Safra Asset Management Corp 0.00% Reduce -28.6% 366 $26K
Allworth Financial LP 0.00% Add +22.1% 331 $23K
Arax Advisory Partners 0.00% No change 289 $20K
CI Investments Inc. 0.00% Reduce -1.4% 278 $20K
Global Retirement Partners, LLC 0.00% — 267 $19K
Clearstead Advisors, LLC 0.00% Add +13000.0% 262 $18K
Westside Investment Management, Inc. 0.00% No change 260 $18K
Signaturefd, LLC 0.00% Add +69.1% 257 $18K
Rise Advisors, LLC 0.01% Add +0.4% 254 $18K
Federation des caisses Desjardins du Quebec 0.00% No change 240 $17K
Steward Partners Investment Advisory, LLC 0.00% Reduce -10.6% 228 $16K
Versant Capital Management, Inc 0.00% Add +23.8% 203 $14K
Hopwood Financial Services, Inc. 0.01% No change 200 $14K
Jones Financial Companies LLLP 0.00% Add +5.5% 173 $12K
Rexford Capital Inc. 0.01% — 172 $12K
True Wealth Design, LLC 0.00% Add +757.9% 163 $11K
Richardson Financial Services Inc. 0.01% Add +108.0% 156 $11K
Bessemer Group Inc. 0.00% Reduce -7.4% 162 $11K
Geneos Wealth Management Inc. 0.00% Add +26.3% 149 $10K
Sterling Capital Management LLC 0.00% Add +130.5% 136 $10K
Rothschild Investment LLC 0.00% Add +88.2% 128 $9K
MAI Capital Management 0.00% Add +10.3% 128 $9K
Ameritas Advisory Services, LLC 0.00% New 127 $9K
MassMutual Private Wealth & Trust, FSB 0.00% No change 127 $9K
Brooklyn Investment Group 0.00% Add +563.2% 126 $9K
Farther Finance Advisors, LLC 0.00% Reduce -22.6% 120 $8K
Bell Investment Advisors, Inc 0.00% Add +14.9% 108 $8K
Private Wealth Management Group, LLC 0.00% No change 103 $7K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -66.5% 103 $7K
Colonial Trust Co / SC 0.00% No change 100 $7K
Anchor Investment Management, LLC 0.00% No change 100 $7K
Hantz Financial Services, Inc. 0.00% Add +855.6% 86 $6K
Hemington Wealth Management 0.00% Add +39.7% 81 $5K
Smartleaf Asset Management LLC 0.00% Reduce -2.8% 70 $5K
Spire Wealth Management 0.00% No change 68 $5K
Capital Advisors, Ltd. LLC 0.00% Reduce -69.3% 55 $4K
Smithfield Trust Co 0.00% No change 55 $4K
TD Waterhouse Canada Inc. 0.00% New 50 $4K
Farmers & Merchants Investments Inc. 0.00% Add +9.1% 48 $3K
WealthCollab, LLC 0.00% No change 46 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 41 $3K
FSA Wealth Management LLC 0.00% No change 39 $3K
Assetmark, Inc. 0.00% Add +1800.0% 38 $3K
Capital A Wealth Management, LLC 0.02% New 25 $2K
Headlands Technologies LLC 0.00% Reduce -99.2% 29 $2K
CIBC Private Wealth Group LLC 0.00% Add +55.6% 28 $2K
Private Trust Co. NA 0.00% No change 25 $2K
Fortitude Family Office, LLC 0.00% New 23 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 22 $2K
St Germain D J Co. Inc. 0.00% No change 21 $1K
First Horizon Advisors, Inc. 0.00% New 21 $1K
Park Square Financial Group, LLC 0.00% New 19 $1K
Kilter Group LLC 0.00% New 19 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.9% 13 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $843
Huntington National Bank 0.00% No change 12 $842
Rialto Wealth Management, LLC 0.00% New 11 $773
Physician Wealth Advisors, Inc. 0.00% New 11 $773
Quarry LP 0.00% Reduce -92.4% 11 $772
Glen Eagle Advisors, LLC 0.00% No change 10 $716
TD Private Client Wealth LLC 0.00% No change 10 $702
Principia Wealth Advisory, LLC 0.00% New 9 $632
Logan Capital Management Inc. 0.00% No change 8 $562
Raleigh Capital Management Inc. 0.00% No change 7 $500
Bruce G. Allen Investments, LLC 0.00% Add +16.7% 7 $491
SJS Investment Consulting Inc. 0.00% Reduce -25.0% 6 $422
HFM Investment Advisors, LLC 0.00% Add +100.0% 4 $281
Bay Harbor Wealth Management, LLC 0.00% Add +300.0% 4 $280
GPS Wealth Strategies Group, LLC 0.00% New 3 $211
Twin Peaks Wealth Advisors, LLC 0.00% New 2 $166
Parkworth Wealth Management, Inc. 0.00% No change 2 $140
SBI Securities Co., Ltd. 0.00% Add +100.0% 2 $140
Highline Wealth Partners LLC 0.00% Reduce -93.3% 2 $140
Cornerstone Planning Group LLC 0.00% No change 1 $76
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.8% 1 $70
Avion Wealth 0.00% New 8 $0

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