MaximusMMS

13F holders, Q4 2025 (December 31)
386holders +2
50new positions
55sold out
8famous investors
$86.36avg. 13F price*

At the end of Q4 2025, 386 institutions reported holding Maximus Inc. (MMS) in their 13F filings, up 2 from Q3 2025. 50 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($744.6M), FMR LLC ($705.1M) and Vanguard Group Inc. ($537.5M). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions50$110.4M
Exits55$98.8M

All 13F filers, Q3 2025 → Q4 2025: 6,436,855 shares bought and 4,780,283 shares sold, net +1,656,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 386 holders

BlackRock, Inc. 0.01% Add +8.5% 8,625,962 $744.6M
FMR LLC 0.04% Reduce -3.4% 8,168,803 $705.1M
Vanguard Group Inc. 0.01% Reduce -2.7% 6,227,259 $537.5M
State Street Corp. 0.01% Reduce -2.0% 2,488,491 $214.8M
Dimensional Fund Advisors LP 0.04% Add +5.2% 1,965,916 $169.7M
Mackenzie Financial Corp. 0.19% Reduce -16.4% 1,880,015 $163.1M
Fuller & Thaler Asset Management, Inc. 0.46% Reduce -8.6% 1,585,970 $136.9M
Geode Capital Management, LLC 0.01% Add +0.3% 1,482,079 $128.0M
Van Berkom & Associates Inc. 2.81% Reduce -2.6% 1,130,328 $97.6M
Boston Partners 0.08% Reduce -8.9% 880,539 $76.8M
River Road Asset Management, LLC 0.78% Add +236.1% 823,262 $71.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.5% 734,608 $63.4M
Point72 Asset Management 0.10% Add +124.5% 727,768 $62.8M
Reinhart Partners, Llc. 1.88% Reduce -21.3% 725,269 $62.6M
Stephens Investment Management Group LLC 0.81% Reduce -0.1% 719,847 $62.1M
Bank of America Corp. 0.00% Add +54.5% 700,604 $60.5M
Norges Bank 0.01% — 699,641 $60.4M
Northern Trust Corp. 0.01% Reduce -5.4% 698,864 $60.3M
UBS Group AG 0.01% Add +76.8% 610,354 $52.7M
Allianz Asset Management GmbH 0.06% Add +123.3% 607,834 $52.5M
Federated Hermes, Inc. 0.09% Reduce -14.2% 590,861 $51.0M
Goldman Sachs Group Inc. 0.01% Add +218.4% 583,627 $50.4M
Nuveen, LLC 0.01% Add +29.1% 534,083 $46.1M
Janus Henderson Group PLC 0.02% Reduce -1.2% 517,549 $44.7M
Bank of New York Mellon Corp 0.01% Reduce -6.3% 517,457 $44.7M
Sio Capital Management, LLC 7.16% Reduce -10.3% 500,304 $43.2M
Morgan Stanley 0.00% Add +22.8% 464,734 $40.1M
AQR Capital Management 0.02% Reduce -23.1% 424,229 $36.6M
Allspring Global Investments Holdings, LLC 0.06% Reduce -21.1% 415,876 $36.0M
Wellington Management Group LLP 0.01% Reduce -3.3% 361,743 $31.2M
Qube Research & Technologies Ltd 0.04% Add +162.1% 346,431 $29.9M
Fort Washington Investment Advisors Inc. 0.16% Add +4.3% 343,727 $29.7M
Manufacturers Life Insurance Company, The 0.02% Add +493.0% 342,266 $29.5M
William Blair Investment Management, LLC 0.08% Reduce -9.2% 313,594 $27.1M
Panagora Asset Management Inc. 0.08% Add +4.4% 272,275 $23.5M
Public Employees Retirement Association of Colorado 0.09% No change 270,566 $23.4M
Deutsche Bank AG 0.01% Reduce -17.5% 265,359 $22.9M
Barclays PLC 0.01% Add +15.2% 258,604 $22.3M
Freestone Grove Partners LP 0.15% New 235,620 $20.3M
BNP Paribas Financial Markets 0.01% Add +136.0% 231,401 $20.0M
Rice Hall James & Associates, LLC 1.02% Add +16.8% 213,995 $18.5M
Walleye Capital LLC 0.10% Reduce -1.1% 198,739 $17.2M
Millennium Management 0.01% Reduce -62.7% 194,969 $16.8M
Voloridge Investment Management, LLC 0.06% Add +40.8% 192,679 $16.6M
Assenagon Asset Management S.A. 0.02% New 181,565 $15.7M
Principal Financial Group Inc. 0.01% Add +8.6% 173,168 $14.9M
Rhumbline Advisers 0.01% Reduce -10.4% 172,630 $14.9M
LSV Asset Management 0.03% Add +35.5% 163,600 $14.1M
Russell Investments Group, Ltd. 0.02% Reduce -12.8% 162,628 $14.0M
Clark Capital Management Group, Inc. 0.09% Add +17.7% 162,265 $14.0M
Squarepoint Ops LLC 0.03% Add +1045.6% 160,842 $13.9M
Invesco Ltd. 0.00% Reduce -9.1% 155,743 $13.4M
Concentric Capital Strategies, LP 0.65% New 145,014 $12.5M
JPMorgan Chase & Co. 0.00% Reduce -29.8% 140,559 $12.1M
Cerity Partners LLC 0.02% Reduce -30.0% 137,435 $11.9M
Citigroup Inc. 0.01% Add +479.2% 131,989 $11.4M
D. E. Shaw & Co. 0.01% Add +124.9% 129,373 $11.2M
Susquehanna International Group, LLP 0.01% Add +841.9% 124,679 $10.8M
Voya Investment Management LLC 0.01% Reduce -46.7% 121,703 $10.5M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -0.7% 117,523 $10.1M
Public Sector Pension Investment Board 0.03% Add +38.4% 112,698 $9.7M
Royce & Associates LP 0.10% New 111,410 $9.6M
Swiss National Bank 0.01% Add +1.7% 111,107 $9.6M
Jane Street Group, LLC 0.01% Reduce -65.6% 108,811 $9.4M
Alliancebernstein L.P. 0.00% Reduce -0.1% 108,169 $9.3M
California Public Employees Retirement System 0.01% Add +3.9% 107,385 $9.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.9% 106,663 $9.2M
Wells Fargo & Company 0.00% Add +165.4% 102,886 $8.9M
Retirement Systems of Alabama 0.03% Reduce -0.5% 101,529 $8.8M
Cambria Investment Management, L.P. 0.50% New 100,177 $8.6M
Legal & General Group Plc 0.00% Reduce -3.8% 96,789 $8.4M
Ameriprise Financial Inc. 0.00% Reduce -4.6% 91,388 $7.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 84,465 $7.3M
Sei Investments Co. 0.01% Add +4.0% 83,252 $7.2M
Ruffer LLP 0.32% New 80,396 $7.0M
Candriam S.C.A. 0.03% New 79,349 $6.8M
Victory Capital Management Inc. 0.00% Add +342.3% 76,803 $6.6M
Raymond James Financial Inc. 0.00% Add +100.6% 76,334 $6.6M
Robeco Schweiz AG 0.15% Reduce -11.5% 76,162 $6.6M
New York State Teachers Retirement System 0.01% Add +6.2% 71,445 $6.2M
First Trust Advisors LP 0.00% Reduce -12.0% 67,394 $5.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +45.9% 66,837 $5.8M
Creative Planning 0.00% Add +3.5% 64,519 $5.6M
Intech Investment Management LLC 0.05% Add +18.6% 61,956 $5.3M
Comerica Bank 0.02% Add +124.4% 61,284 $5.3M
Jefferies Financial Group Inc. 0.04% Add +453.8% 60,361 $5.2M
Envestnet Asset Management Inc. 0.00% Add +61.5% 58,695 $5.1M
MetLife Investment Management, LLC 0.02% Reduce -4.8% 58,030 $5.0M
Nordea Investment Management AB 0.00% Reduce -15.3% 55,183 $4.8M
Bridgewater Associates 0.02% Add +382.1% 55,325 $4.8M
T. Rowe Price Associates Inc. 0.00% Add +5.3% 54,567 $4.7M
California State Teachers Retirement System 0.00% Reduce -0.1% 53,154 $4.6M
Wilmington Savings Fund Society, FSB 0.11% Reduce -7.9% 53,119 $4.6M
Natixis 0.02% New 53,000 $4.6M
Royal Bank of Canada 0.00% Add +53.6% 50,440 $4.4M
Two Sigma Investments, LP 0.01% Reduce -72.7% 46,034 $4.0M
Campbell & CO Investment Adviser LLC 0.19% Add +1060.2% 44,761 $3.9M
DekaBank Deutsche Girozentrale 0.01% No change 42,100 $3.8M
Zacks Investment Management 0.03% Reduce -4.6% 42,521 $3.7M
Leuthold Group, LLC 0.38% Add +1.3% 41,228 $3.6M
Canada Pension Plan Investment Board 0.00% Reduce -1.3% 38,500 $3.3M
Citadel Advisors 0.00% Reduce -84.8% 38,198 $3.3M
Mercer Global Advisors Inc. 0.00% Reduce -12.7% 37,437 $3.2M
Algert Global LLC 0.05% Reduce -72.7% 37,245 $3.2M
Agf Management Ltd. 0.01% Reduce -4.1% 36,524 $3.2M
New Age Alpha Advisors, LLC 0.13% Reduce -27.2% 35,994 $3.1M
Chatham Capital Group, Inc. 0.43% Add +0.8% 35,207 $3.0M
Nisa Investment Advisors, LLC 0.01% Reduce -8.9% 35,025 $3.0M
WINTON GROUP Ltd 0.10% Reduce -49.4% 34,404 $3.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -29.9% 33,285 $2.9M
Ieq Capital, LLC 0.01% Reduce -33.8% 32,462 $2.8M
State of Wisconsin Investment Board 0.01% Reduce -7.5% 32,232 $2.8M
Renaissance Technologies 0.00% Reduce -76.2% 31,500 $2.7M
Johnson Investment Counsel Inc. 0.02% No change 31,285 $2.7M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 28,257 $2.7M
Wealthspire Advisors, LLC 0.02% Add +8.6% 29,366 $2.5M
Horizon Investments, LLC 0.03% Add +20.0% 29,312 $2.5M
GHP Investment Advisors, Inc. 0.10% Add +2.4% 29,309 $2.5M
Dean Investment Associates, LLC 0.36% Reduce -37.3% 29,029 $2.5M
Robeco Institutional Asset Management B.V. 0.00% Reduce -3.4% 28,628 $2.5M
State of New Jersey Common Pension Fund D 0.01% Add +9.7% 27,319 $2.4M
Clark Estates Inc. 0.57% No change 27,138 $2.3M
Knights of Columbus Asset Advisors LLC 0.13% Reduce -3.1% 27,043 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 26,290 $2.3M
New York State Common Retirement Fund 0.00% No change 25,490 $2.2M
Illinois Municipal Retirement Fund 0.03% Reduce -25.4% 23,973 $2.1M
KLP Kapitalforvaltning As 0.01% Add +56.2% 23,900 $2.1M
Amalgamated Bank 0.01% Reduce -4.0% 23,737 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -9.9% 23,452 $2.0M
Ameritas Investment Partners, Inc. 0.06% Reduce -4.7% 23,234 $2.0M
Y-Intercept (Hong Kong) Ltd 0.04% New 23,120 $2.0M
Bridge City Capital, LLC 0.56% Reduce -14.0% 22,002 $1.9M
Engineers Gate Manager LP 0.02% Add +191.1% 21,983 $1.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +404.6% 21,700 $1.9M
Seizert Capital Partners, LLC 0.08% New 21,588 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -2.3% 18,400 $1.8M
Gotham Asset Management 0.01% Add +175.4% 20,160 $1.7M
Oxford Asset Management LLP 0.61% New 19,856 $1.7M
Dean Capital Management 0.73% Reduce -48.3% 19,743 $1.7M
Inspire Investing, LLC 0.15% Add +299.1% 19,634 $1.7M
Verition Fund Management LLC 0.01% Reduce -56.4% 19,300 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +11.3% 19,011 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,986 $1.6M
Dynamic Technology Lab Private Ltd 0.36% New 18,642 $1.6M
Elo Mutual Pension Insurance Co 0.02% New 18,594 $1.6M
Lazard Asset Management LLC 0.00% Reduce -7.2% 18,495 $1.6M
PEAK6 LLC 0.04% Reduce -18.3% 18,129 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -24.6% 18,031 $1.6M
Prudential Financial Inc. 0.00% Reduce -19.3% 17,712 $1.5M
Keeler Thomas Management LLC 0.70% Add +0.2% 17,133 $1.5M
Legato Capital Management LLC 0.13% Reduce -48.4% 16,952 $1.5M
Harbor Capital Advisors, Inc. 0.11% Reduce -25.7% 16,948 $1.5M
State Board of Administration of Florida Retirement System 0.00% Reduce -1.6% 16,768 $1.4M
Deerfield Management Company, L.P. 0.02% New 16,606 $1.4M
Mariner, LLC 0.00% Reduce -14.6% 16,591 $1.4M
SG Americas Securities, LLC 0.00% Add +34.0% 16,103 $1.4M
American Century Companies Inc. 0.00% Add +343.9% 15,856 $1.4M
Arizona State Retirement System 0.01% Reduce -5.7% 15,732 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -0.6% 15,600 $1.3M
XTX Topco Ltd 0.04% Add +95.0% 15,595 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -1.6% 15,550 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -1.4% 15,449 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -7.4% 15,252 $1.3M
Quantinno Capital Management LP 0.00% Add +96.6% 14,846 $1.3M
Neuberger Berman Group LLC 0.00% Add +146.6% 14,649 $1.3M
Handelsbanken Fonder AB 0.00% No change 14,416 $1.2M
Radnor Capital Management, LLC 0.18% Reduce -0.2% 14,275 $1.2M
Empirical Finance, LLC 0.06% No change 14,190 $1.2M
Bank of Montreal 0.00% Reduce -0.3% 14,142 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.5% 14,101 $1.2M
Tidal Investments LLC 0.01% New 14,064 $1.2M
HSBC Holdings PLC 0.00% Add +497.8% 13,886 $1.2M
State of Michigan Retirement System 0.01% Reduce -0.8% 13,318 $1.1M
ProShare Advisors LLC 0.00% Add +4.5% 12,617 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 12,607 $1.1M
Cwm, LLC 0.00% Reduce -14.7% 12,533 $1.1M
New Mexico Educational Retirement Board 0.03% No change 12,400 $1.1M
South Dakota Investment Council 0.02% Reduce -6.8% 12,364 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -8.4% 11,970 $1.1M
Integrated Quantitative Investments LLC 0.22% Add +18.0% 12,100 $1.0M
Diversified Trust Co. 0.02% Add +4.0% 12,074 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Add +10.7% 11,750 $1.0M
AlphaQuest LLC 0.06% Add +77.2% 11,639 $1.0M
Oregon Public Employees Retirement Fund 0.01% Reduce -0.9% 11,224 $969K
Polaris Capital Management, LLC 0.08% No change 10,900 $941K
Arrowstreet Capital, Limited Partnership 0.00% New 10,886 $940K
Captrust Financial Advisors 0.00% Reduce -3.6% 10,836 $935K
Janney Montgomery Scott LLC 0.00% Reduce -33.5% 10,791 $931K
State of Wyoming 0.10% Add +6.9% 10,704 $924K
LPL Financial LLC 0.00% Add +8.3% 10,588 $914K
Exchange Traded Concepts, LLC 0.01% Add +14.1% 10,434 $901K
Cetera Investment Advisers 0.00% Add +17.2% 10,297 $889K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -61.2% 9,865 $852K
Picton Mahoney Asset Management 0.01% Add +73738.5% 9,599 $829K
Aquatic Capital Management LLC 0.02% Add +767.4% 9,541 $824K
Vestcor Inc 0.02% No change 9,105 $786K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -3.4% 9,087 $784K
State of Alaska, Department of Revenue 0.01% Reduce -4.2% 8,900 $768K
Oppenheimer Asset Management Inc. 0.01% Reduce -24.9% 8,668 $748K
Ensign Peak Advisors, Inc 0.00% Reduce -24.8% 8,570 $740K
Franklin Resources Inc. 0.00% Reduce -37.1% 8,493 $733K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.05% Add +56.6% 8,300 $716K
HRT Financial LP 0.00% New 8,114 $700K
Pictet Asset Management Holding SA 0.00% Add +7.9% 8,078 $697K
Washington Capital Management, Inc. 0.56% No change 8,000 $691K
AIA Group Ltd 0.01% Reduce -40.2% 7,884 $681K
Evolve Private Wealth, LLC 0.04% — 7,830 $676K
Liberty Capital Management, Inc. 0.12% Reduce -10.5% 7,656 $661K
Quartz Partners, LLC 0.23% Reduce -3.6% 7,196 $621K
Xponance LLC 0.00% Reduce -12.0% 7,033 $607K
Verdence Capital Advisors LLC 0.04% Add +6.1% 6,944 $599K
AE Wealth Management LLC 0.00% Add +80.0% 6,806 $588K
PNC Financial Services Group, Inc. 0.00% Add +84.2% 6,751 $583K
Pacer Advisors, Inc. 0.00% Reduce -9.2% 6,747 $582K
Sequoia Financial Advisors, LLC 0.00% Add +42.5% 6,503 $561K
HighTower Advisors, LLC 0.00% Add +14.7% 6,431 $555K
Andina Capital Management, LLC 0.33% Add +2.1% 6,242 $539K
Choreo, LLC 0.01% Reduce -12.2% 6,188 $538K
JLB & Associates Inc. 0.07% Reduce -3.8% 6,207 $536K
Burns Matteson Capital Management, LLC 0.21% New 6,157 $531K
Total Wealth Planning & Management, Inc. 0.38% — 5,552 $479K
Jump Financial, LLC 0.01% New 5,418 $468K
Resona Asset Management Co.,Ltd. 0.00% No change 5,369 $463K
Abacus Wealth Partners, LLC 0.04% New 5,309 $458K
Trust Point Inc. 0.04% Reduce -2.1% 5,175 $447K
CSS LLC 0.07% Reduce -42.1% 5,157 $445K
Arkadios Wealth Advisors 0.01% Reduce -4.8% 4,916 $424K
Massar Capital Management, LP 0.08% New 4,863 $420K
US Bancorp \de 0.00% Reduce -1.5% 4,711 $407K
Stifel Financial Corp. 0.00% New 4,675 $404K
Pallas Capital Advisors LLC 0.01% Reduce -11.2% 4,631 $400K
Fieldview Capital Management, LLC 0.07% New 4,533 $391K
Westbourne Investments, Inc. 0.18% New 4,500 $388K
&partners 0.00% Reduce -36.3% 4,386 $379K
Great Lakes Retirement, Inc. 0.04% No change 4,332 $374K
Bank of Nova Scotia 0.00% Reduce -9.9% 4,209 $363K
Atria Investments, Inc 0.00% Add +75.5% 4,121 $356K
AlphaGrep UK Ltd 0.12% — 4,084 $353K
Securian Asset Management, Inc. 0.01% Reduce -2.4% 4,059 $350K
STRS Ohio 0.00% Reduce -9.1% 4,000 $345K
denkapparat Operations GmbH 0.19% No change 3,964 $342K
Inceptionr LLC 0.09% Reduce -7.9% 3,876 $335K
Vise Technologies, Inc. 0.01% Reduce -38.5% 3,853 $333K
EP Wealth Advisors, LLC 0.00% — 3,813 $329K
Quadrant Capital Group LLC 0.01% Reduce -5.2% 3,802 $328K
1492 Capital Management LLC 0.13% Add +43.5% 3,776 $326K
Cibc World Markets Corp. 0.00% — 3,747 $323K
Net Worth Advisory Group 0.06% Add +24.8% 3,699 $319K
MML Investors Services, LLC 0.00% Reduce -21.6% 3,566 $308K
Kendall Capital Management 0.06% New 3,470 $300K
Tower Research Capital LLC (TRC) 0.01% Reduce -44.5% 3,429 $296K
Merit Financial Group, LLC 0.00% Reduce -3.6% 3,387 $292K
Sivia Capital Partners, LLC 0.06% Add +14.1% 3,308 $286K
Man Group plc 0.00% Add +36.9% 3,046 $263K
Journey Strategic Wealth LLC 0.01% Reduce -7.1% 3,036 $262K
Weiss Asset Management LP 0.00% New 3,003 $259K
Crossmark Global Holdings, Inc. 0.00% No change 2,994 $258K
Avanza Fonder AB 0.01% Reduce -7.8% 2,981 $257K
QRG Capital Management, Inc. 0.00% Add +21.2% 2,963 $256K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -28.5% 2,919 $252K
Frank, Rimerman Advisors LLC 0.02% No change 2,895 $250K
Savant Capital, LLC 0.00% Reduce -1.0% 2,861 $247K
Los Angeles Capital Management LLC 0.00% Reduce -17.7% 2,953 $246K
McLean Asset Management Corp 0.04% Add +0.1% 2,453 $235K
Swiss Life Asset Management Ltd 0.00% No change 2,680 $231K
Voleon Capital Management LP 0.00% New 2,653 $229K
Vident Advisory, LLC 0.00% Reduce -30.9% 2,645 $228K
Principal Securities, Inc. 0.00% Add +445.6% 2,575 $222K
Verus Financial Partners, Inc. 0.02% Reduce -22.2% 2,248 $222K
Park Avenue Securities LLC 0.00% New 2,540 $219K
Truist Financial Corp. 0.00% New 2,463 $213K
Amundi 0.00% New 2,409 $208K
Central Pacific Bank - Trust Division 0.03% Reduce -2.9% 2,382 $206K
Smartleaf Asset Management LLC 0.01% Add +782.8% 2,101 $183K
Larson Financial Group LLC 0.01% Add +1.4% 1,895 $164K
KBC Group NV 0.00% No change 1,786 $154K
Rockefeller Capital Management L.P. 0.00% Add +59.7% 1,659 $143K
IFP Advisors, Inc 0.00% Reduce -1.4% 1,639 $141K
Kingdom Financial Group LLC. 0.04% New 1,637 $141K
EverSource Wealth Advisors, LLC 0.01% Reduce -22.5% 1,574 $136K
Arax Advisory Partners 0.00% Reduce -95.3% 1,531 $132K
GAMMA Investing LLC 0.01% Add +13.8% 1,522 $131K
Osaic Holdings, Inc. 0.00% Reduce -87.3% 1,437 $124K
Parkside Financial Bank & Trust 0.01% Add +13.4% 1,268 $109K
Covestor Ltd 0.06% Reduce -61.2% 1,232 $106K
LRI Investments, LLC 0.01% Reduce -31.6% 1,179 $102K
Blue Trust, Inc. 0.00% Reduce -30.0% 1,153 $100K
Lanark Financial, Inc. 0.01% No change 1,150 $99K
Kestra Advisory Services, LLC 0.00% New 1,033 $89K
Parallel Advisors, LLC 0.00% Add +2.6% 982 $85K
Palladiem, LLC 0.08% — 975 $85K
Clearstead Advisors, LLC 0.00% Add +176.3% 967 $83K
C M Bidwell & Associates Ltd. 0.04% Add +8.0% 954 $82K
UMB Bank, n.a. 0.00% Add +11.6% 926 $80K
National Bank of Canada 0.00% Reduce -20.6% 888 $77K
Essential Partners LLC 0.02% Reduce -0.6% 812 $70K
Archer Investment Corp 0.02% No change 800 $69K
Hantz Financial Services, Inc. 0.00% Add +269.6% 706 $61K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -60.4% 636 $55K
McIlrath & Eck, LLC 0.01% No change 631 $54K
Nomura Asset Management Co. Ltd. 0.00% No change 620 $54K
Danske Bank A/S 0.00% No change 600 $52K
Fifth Third Bancorp 0.00% Reduce -2.2% 580 $50K
Allworth Financial LP 0.00% Reduce -14.0% 527 $45K
Jones Financial Companies LLLP 0.00% Add +218.0% 512 $44K
Cullen/Frost Bankers, Inc. 0.00% Add +18.7% 488 $42K
Pinnacle Wealth Planning Services, Inc. 0.00% New 468 $40K
Global Retirement Partners, LLC 0.00% Add +21.9% 462 $40K
JFS Wealth Advisors, LLC 0.00% Add +4.1% 453 $39K
Richardson Financial Services Inc. 0.01% Add +29.6% 451 $39K
Northwestern Mutual Wealth Management Co. 0.00% Add +225.2% 439 $38K
Basecamp Wealth Advisors LLC 0.01% — 428 $37K
Sterling Capital Management LLC 0.00% Add +167.9% 367 $32K
Optiver Holding B.V. 0.00% Reduce -39.2% 319 $28K
Farther Finance Advisors, LLC 0.00% Add +69.0% 284 $25K
Torren Management, LLC 0.01% — 266 $23K
Versant Capital Management, Inc 0.00% Add +25.6% 255 $22K
Bessemer Group Inc. 0.00% No change 246 $22K
Signaturefd, LLC 0.00% Add +15.1% 244 $21K
Federation des caisses Desjardins du Quebec 0.00% No change 240 $21K
True Wealth Design, LLC 0.01% Reduce -0.4% 239 $21K
Root Financial Partners, LLC 0.00% Add +20.1% 239 $21K
SouthState Bank Corp 0.00% Add +2657.1% 193 $17K
CIBC Private Wealth Group LLC 0.00% Add +916.7% 183 $16K
Steward Partners Investment Advisory, LLC 0.00% No change 179 $15K
MAI Capital Management 0.00% Add +17.0% 165 $14K
Westside Investment Management, Inc. 0.00% Reduce -40.0% 156 $13K
Eastern Bank 0.00% New 154 $13K
Kemnay Advisory Services Inc. 0.00% New 147 $13K
Rothschild Investment LLC 0.00% Reduce -35.5% 136 $12K
Assetmark, Inc. 0.00% Add +42.4% 131 $11K
MassMutual Private Wealth & Trust, FSB 0.00% No change 127 $11K
Quarry LP 0.00% New 123 $11K
CoreCap Advisors, LLC 0.00% New 109 $9K
Camelot Portfolios, LLC 0.01% New 104 $9K
Private Wealth Management Group, LLC 0.00% No change 103 $9K
Colonial Trust Co / SC 0.00% No change 100 $9K
Anchor Investment Management, LLC 0.00% No change 100 $9K
DV Trading LLC 0.00% — 100 $9K
Hillsdale Investment Management Inc. 0.00% No change 100 $9K
Spire Wealth Management 0.00% Add +11.6% 77 $7K
J.Safra Asset Management Corp 0.00% No change 62 $5K
SageView Advisory Group, LLC 0.00% New 60 $5K
Capital Advisors, Ltd. LLC 0.00% No change 55 $5K
Smithfield Trust Co 0.00% No change 55 $5K
Bare Financial Services, Inc 0.00% No change 55 $5K
Bell Investment Advisors, Inc 0.00% Reduce -52.2% 55 $5K
Steigerwald, Gordon & Koch Inc. 0.00% New 52 $4K
Farmers & Merchants Investments Inc. 0.00% Add +6.3% 51 $4K
WealthCollab, LLC 0.00% No change 46 $4K
Flagship Harbor Advisors, LLC 0.00% New 45 $4K
IMA Advisory Services, Inc. 0.00% New 45 $4K
Transamerica Financial Advisors, LLC 0.00% Add +61.5% 42 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 41 $4K
Keating Financial Advisory Services, Inc. 0.00% — 38 $3K
Hilton Head Capital Partners, LLC 0.00% — 37 $3K
Godfrey Financial Associates, Inc. 0.00% — 34 $3K
Elyxium Wealth, LLC 0.00% New 34 $3K
Nemes Rush Group LLC 0.00% New 27 $2K
Fortitude Family Office, LLC 0.00% Reduce -7.7% 24 $2K
Manchester Capital Management LLC 0.00% New 24 $2K
Marquette Asset Management, LLC 0.00% New 22 $2K
Physician Wealth Advisors, Inc. 0.00% No change 22 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 22 $2K
Kilter Group LLC 0.00% Reduce -51.2% 21 $2K
St Germain D J Co. Inc. 0.00% No change 21 $2K
American National Bank & Trust 0.00% New 20 $2K
Sunbelt Securities, Inc. 0.00% No change 16 $1K
Rialto Wealth Management, LLC 0.00% Add +16.7% 14 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $1K
NewEdge Advisors, LLC 0.00% No change 12 $1K
Bruce G. Allen Investments, LLC 0.00% Add +10.0% 11 $950
Glen Eagle Advisors, LLC 0.00% No change 10 $886
TD Private Client Wealth LLC 0.00% No change 10 $863
Geneos Wealth Management Inc. 0.00% No change 10 $863
Principia Wealth Advisory, LLC 0.00% No change 9 $777
SJS Investment Consulting Inc. 0.00% Add +40.0% 7 $605
Bay Harbor Wealth Management, LLC 0.00% Add +75.0% 7 $604
HFM Investment Advisors, LLC 0.00% No change 4 $346
Trust Co 0.00% New 4 $345
SHP Wealth Management 0.00% — 4 $345
Dunhill Financial, LLC 0.00% New 1 $113
Cornerstone Planning Group LLC 0.00% No change 1 $95
American Capital Advisory, LLC 0.00% No change 1 $87
SBI Securities Co., Ltd. 0.00% No change 1 $86
Avion Wealth 0.00% No change 8 $0

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