MaximusMMS

13F holders, Q1 2026 (March 31)
375holders −11
56new positions
65sold out
7famous investors
$64.14avg. 13F price*

At the end of Q1 2026, 375 institutions reported holding Maximus Inc. (MMS) in their 13F filings, down 11 from Q4 2025. 56 opened new positions and 65 sold out. The largest holders were FMR LLC ($524.2M), BlackRock, Inc. ($482.0M) and Vanguard Portfolio Management LLC ($222.5M). 7 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions56$107.0M
Exits65$76.6M

All 13F filers, Q4 2025 → Q1 2026: 5,096,875 shares bought and 6,813,087 shares sold, net −1,716,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 375 holders

FMR LLC 0.03% Add +0.1% 8,178,373 $524.2M
BlackRock, Inc. 0.01% Reduce -12.8% 7,519,627 $482.0M
Vanguard Portfolio Management LLC 0.01% — 3,471,636 $222.5M
State Street Corp. 0.01% Reduce -1.2% 2,458,892 $157.6M
Vanguard Capital Management LLC 0.00% — 2,437,636 $156.3M
Dimensional Fund Advisors LP 0.03% Add +7.2% 2,107,278 $135.1M
Fuller & Thaler Asset Management, Inc. 0.45% Add +31.2% 2,081,466 $133.4M
Mackenzie Financial Corp. 0.12% Reduce -16.1% 1,578,075 $101.2M
Geode Capital Management, LLC 0.01% Add +1.1% 1,497,679 $96.0M
Van Berkom & Associates Inc. 2.44% Add +3.7% 1,172,190 $75.1M
Allianz Asset Management GmbH 0.07% Add +47.2% 894,929 $57.4M
Reinhart Partners, Llc. 1.58% Add +17.9% 855,069 $54.8M
River Road Asset Management, LLC 0.60% Add +0.4% 826,224 $53.0M
Sio Capital Management, LLC 7.10% Add +53.7% 768,825 $49.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.4% 716,920 $46.0M
Stephens Investment Management Group LLC 0.63% Reduce -0.5% 716,389 $45.9M
Northern Trust Corp. 0.01% Reduce -0.8% 693,028 $44.4M
Boston Partners 0.04% Reduce -24.0% 669,053 $42.7M
UBS Group AG 0.01% Add +0.8% 615,193 $39.4M
Federated Hermes, Inc. 0.06% Add +3.2% 609,892 $39.1M
Bank of America Corp. 0.00% Reduce -19.6% 563,486 $36.1M
Bank of New York Mellon Corp 0.01% Add +0.2% 518,704 $33.2M
Jupiter Asset Management Ltd. 0.17% New 484,421 $31.1M
Goldman Sachs Group Inc. 0.00% Reduce -17.7% 480,582 $30.8M
Walleye Capital LLC 0.18% Add +115.7% 428,618 $27.5M
Qube Research & Technologies Ltd 0.04% Add +14.9% 398,119 $25.5M
Vanguard Fiduciary Trust Co. 0.01% — 380,206 $24.4M
Royce & Associates LP 0.24% Add +234.4% 372,542 $23.9M
Morgan Stanley 0.00% Reduce -23.8% 354,363 $22.7M
Fort Washington Investment Advisors Inc. 0.12% Add +1.9% 350,269 $22.5M
Nuveen, LLC 0.01% Reduce -36.5% 339,087 $21.7M
William Blair Investment Management, LLC 0.07% Add +3.4% 324,170 $20.8M
Lord, Abbett & Co. LLC 0.07% New 309,716 $19.9M
JPMorgan Chase & Co. 0.00% Add +110.1% 295,285 $19.2M
AQR Capital Management 0.01% Reduce -30.6% 294,453 $18.9M
Wellington Management Group LLP 0.00% Reduce -19.7% 290,641 $18.6M
LSV Asset Management 0.04% Add +74.0% 284,700 $18.2M
Deutsche Bank AG 0.01% Add +2.0% 270,713 $17.4M
Public Employees Retirement Association of Colorado 0.07% No change 270,566 $17.3M
Principal Financial Group Inc. 0.01% Add +30.7% 226,399 $14.5M
Rice Hall James & Associates, LLC 0.80% Add +4.2% 222,924 $14.3M
Victory Capital Management Inc. 0.01% Add +188.3% 221,421 $14.2M
Point72 Asset Management 0.02% Reduce -72.1% 203,144 $13.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +75.4% 187,081 $12.0M
Invesco Ltd. 0.00% Add +16.8% 181,908 $11.7M
Rhumbline Advisers 0.01% Add +2.1% 176,313 $11.3M
ExodusPoint Capital Management, LP 0.11% New 171,276 $11.0M
Barclays PLC 0.00% Reduce -34.2% 170,165 $10.9M
D. E. Shaw & Co. 0.01% Add +22.9% 158,933 $10.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -63.0% 154,017 $9.6M
Alliancebernstein L.P. 0.00% Add +3.1% 111,546 $9.6M
Clark Capital Management Group, Inc. 0.06% Reduce -11.1% 144,231 $9.2M
Public Sector Pension Investment Board 0.03% Add +25.4% 141,299 $9.1M
Russell Investments Group, Ltd. 0.01% Reduce -15.7% 137,128 $8.8M
Citigroup Inc. 0.01% Add +3.5% 136,554 $8.8M
Cambria Investment Management, L.P. 0.48% Add +33.3% 133,486 $8.6M
Voloridge Investment Management, LLC 0.03% Reduce -31.3% 132,414 $8.5M
Hotchkis & Wiley Capital Management LLC 0.03% Add +12.6% 132,368 $8.5M
Cerity Partners LLC 0.01% Reduce -6.5% 128,478 $8.2M
Jane Street Group, LLC 0.01% Add +8.4% 117,948 $7.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +36.3% 115,113 $7.4M
Swiss National Bank 0.00% Reduce -3.1% 107,707 $6.9M
California Public Employees Retirement System 0.00% Add +0.1% 107,475 $6.9M
Franklin Resources Inc. 0.00% Add +1131.5% 104,588 $6.7M
Caisse de depot et placement du Quebec 0.01% New 104,088 $6.7M
Retirement Systems of Alabama 0.02% Reduce -0.7% 100,774 $6.5M
Citadel Advisors 0.00% Add +162.1% 100,102 $6.4M
Sei Investments Co. 0.01% Add +12.7% 93,826 $6.0M
Ameriprise Financial Inc. 0.00% Add +2.5% 93,698 $6.0M
Candriam S.C.A. 0.03% Add +16.9% 92,725 $5.9M
Legal & General Group Plc 0.00% Reduce -13.7% 83,563 $5.4M
First Trust Advisors LP 0.00% Add +22.0% 82,203 $5.3M
Nordea Investment Management AB 0.00% Add +45.5% 80,300 $5.1M
Raymond James Financial Inc. 0.00% Add +3.5% 78,979 $5.1M
Quantinno Capital Management LP 0.01% Add +413.1% 76,181 $4.9M
Ruffer LLP 0.19% Reduce -9.1% 73,047 $4.7M
SG Americas Securities, LLC 0.01% Add +351.9% 72,764 $4.7M
New York State Teachers Retirement System 0.01% Reduce -3.0% 69,308 $4.4M
Y-Intercept (Hong Kong) Ltd 0.08% Add +198.8% 69,073 $4.4M
Fifth Third Bancorp 0.01% Add +11500.2% 67,281 $4.3M
Counterpoint Mutual Funds LLC 0.63% New 65,452 $4.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 65,161 $4.2M
Edgestream Partners, L.P. 0.13% New 63,336 $4.1M
California State Teachers Retirement System 0.00% Add +18.8% 63,142 $4.0M
T. Rowe Price Associates Inc. 0.00% Add +15.5% 63,004 $4.0M
Marshall Wace, LLP 0.00% New 57,521 $3.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -16.1% 56,086 $3.6M
MetLife Investment Management, LLC 0.02% Reduce -4.1% 55,638 $3.6M
Seizert Capital Partners, LLC 0.15% Add +142.5% 52,347 $3.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -85.2% 50,540 $3.2M
Corient Private Wealth LP 0.00% New 50,210 $3.2M
Agf Management Ltd. 0.01% Add +37.3% 50,128 $3.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 49,649 $3.2M
Wilmington Savings Fund Society, FSB 0.07% Reduce -8.8% 48,448 $3.1M
Zacks Investment Management 0.02% Add +13.8% 48,403 $3.1M
XTX Topco Ltd 0.05% Add +208.4% 48,100 $3.1M
Twinbeech Capital LP 0.30% New 44,900 $2.9M
Leuthold Group, LLC 0.30% Add +7.4% 44,280 $2.8M
DekaBank Deutsche Girozentrale 0.00% No change 42,100 $2.8M
Millennium Management 0.00% Reduce -78.0% 42,808 $2.7M
Illinois Municipal Retirement Fund 0.03% Add +77.7% 42,604 $2.7M
Hussman Strategic Advisors, Inc. 0.58% New 42,000 $2.7M
Envestnet Asset Management Inc. 0.00% Reduce -31.6% 40,152 $2.6M
Royal Bank of Canada 0.00% Reduce -22.4% 39,121 $2.5M
Canada Pension Plan Investment Board 0.00% No change 38,500 $2.5M
Creative Planning 0.00% Reduce -41.6% 37,702 $2.4M
Nisa Investment Advisors, LLC 0.01% Add +5.2% 36,848 $2.4M
BNP Paribas Financial Markets 0.00% Reduce -84.5% 35,889 $2.3M
Mercer Global Advisors Inc. 0.00% Reduce -4.6% 35,700 $2.3M
New Age Alpha Advisors, LLC 0.10% Reduce -3.6% 34,708 $2.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +58.5% 34,400 $2.2M
Chatham Capital Group, Inc. 0.32% Reduce -3.1% 34,131 $2.2M
Mubadala Investment Co PJSC 0.01% New 34,074 $2.2M
CANADA LIFE ASSURANCE Co 0.00% Add +0.9% 33,590 $2.2M
State of Wisconsin Investment Board 0.00% Reduce -2.2% 31,534 $2.0M
Segall Bryant & Hamill, LLC 0.03% New 31,500 $2.0M
Robeco Schweiz AG 0.04% Reduce -58.8% 31,404 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Add +6.5% 30,497 $2.0M
Bridge City Capital, LLC 0.54% Add +38.2% 30,407 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +9.9% 30,026 $1.9M
GHP Investment Advisors, Inc. 0.08% Add +2.2% 29,959 $1.9M
Wealthspire Advisors, LLC 0.01% Reduce -0.3% 29,275 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -76.8% 28,924 $1.9M
State of Tennessee, Department of Treasury 0.01% No change 28,257 $1.8M
New York State Common Retirement Fund 0.00% Add +9.6% 27,941 $1.8M
KLP Kapitalforvaltning As 0.01% Add +13.8% 27,200 $1.7M
Clark Estates Inc. 0.42% No change 27,138 $1.7M
Knights of Columbus Asset Advisors LLC 0.10% Reduce -0.6% 26,885 $1.7M
American Century Companies Inc. 0.00% Add +69.2% 26,830 $1.7M
Squarepoint Ops LLC 0.00% Reduce -83.4% 26,646 $1.7M
Vanguard Global Advisers, LLC 0.00% — 26,410 $1.7M
Two Sigma Investments, LP 0.00% Reduce -44.3% 25,624 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -2.6% 25,595 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +30.8% 24,866 $1.6M
Intech Investment Management LLC 0.02% Reduce -60.7% 24,323 $1.6M
Janus Henderson Group PLC 0.00% Reduce -95.4% 23,701 $1.5M
Amalgamated Bank 0.01% Reduce -0.4% 23,647 $1.5M
Harbor Capital Advisors, Inc. 0.12% Add +37.7% 23,342 $1.5M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.8% 22,825 $1.5M
Johnson Investment Counsel Inc. 0.01% Reduce -29.5% 22,055 $1.4M
Nomura Asset Management International Inc. 0.00% New 21,900 $1.4M
Wells Fargo & Company 0.00% Reduce -78.9% 21,736 $1.4M
Prudential Financial Inc. 0.00% Add +19.3% 21,127 $1.4M
Mutual of America Capital Management LLC 0.02% Reduce -10.9% 20,905 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,986 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +59.7% 18,767 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -7.3% 17,055 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 16,768 $1.1M
Pathstone Holdings, LLC 0.00% Add +6.6% 16,258 $1.0M
Louisiana State Employees Retirement System 0.02% Add +1.3% 15,800 $1.0M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +57.4% 15,524 $995K
Gotham Asset Management 0.00% Reduce -23.7% 15,388 $986K
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 15,151 $971K
Arizona State Retirement System 0.01% Reduce -4.9% 14,966 $959K
Vanguard Investments Australia, Ltd. 0.00% — 14,714 $943K
Handelsbanken Fonder AB 0.00% No change 14,416 $924K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -7.0% 14,376 $922K
Radnor Capital Management, LLC 0.14% No change 14,275 $915K
Empirical Finance, LLC 0.04% No change 14,190 $910K
Ieq Capital, LLC 0.00% Reduce -56.8% 14,019 $899K
Bank of Montreal 0.00% Reduce -2.2% 13,831 $887K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.1% 13,667 $876K
Gsa Capital Partners LLP 0.05% New 13,425 $861K
Integrated Quantitative Investments LLC 0.15% Add +9.1% 13,198 $846K
State of Michigan Retirement System 0.00% Reduce -1.5% 13,118 $841K
Tidal Investments LLC 0.00% Reduce -6.7% 13,117 $841K
Lazard Asset Management LLC 0.00% Reduce -29.4% 13,061 $837K
Dynamic Technology Lab Private Ltd 0.13% Reduce -31.3% 12,801 $821K
Vident Advisory, LLC 0.01% Add +371.6% 12,473 $800K
New Mexico Educational Retirement Board 0.02% No change 12,400 $795K
South Dakota Investment Council 0.02% No change 12,364 $793K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -3.1% 12,220 $783K
Bridgewater Associates 0.00% Reduce -78.1% 12,116 $777K
Mirabella Financial Services LLP 0.08% New 12,044 $772K
Elo Mutual Pension Insurance Co 0.01% Reduce -38.4% 11,461 $735K
Neuberger Berman Group LLC 0.00% Reduce -22.5% 11,355 $728K
Artemis Investment Management LLP 0.01% New 11,317 $725K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.9% 11,124 $713K
Two Sigma Securities, LLC 0.08% New 10,626 $681K
Teacher Retirement System of Texas 0.00% Reduce -41.5% 10,546 $676K
Captrust Financial Advisors 0.00% Reduce -3.5% 10,462 $671K
Brevan Howard Capital Management LP 0.01% New 10,355 $664K
Exchange Traded Concepts, LLC 0.01% Reduce -0.8% 10,354 $664K
Oppenheimer Asset Management Inc. 0.01% Add +16.5% 10,099 $647K
ProShare Advisors LLC 0.00% Reduce -20.0% 10,098 $647K
LPL Financial LLC 0.00% Reduce -7.3% 9,815 $629K
Ritholtz Wealth Management 0.01% New 9,508 $609K
Voya Investment Management LLC 0.00% Reduce -92.3% 9,402 $603K
Janney Montgomery Scott LLC 0.00% Reduce -14.6% 9,217 $591K
Vestcor Inc 0.02% No change 9,105 $584K
Freestone Grove Partners LP 0.00% Reduce -96.2% 8,973 $575K
Panagora Asset Management Inc. 0.00% Reduce -96.7% 8,914 $571K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.5% 8,855 $568K
Pictet Asset Management Holding SA 0.00% Add +7.2% 8,657 $555K
State of Alaska, Department of Revenue 0.01% Reduce -2.7% 8,660 $554K
Xponance LLC 0.00% Add +18.6% 8,342 $535K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.04% No change 8,300 $532K
Cetera Investment Advisers 0.00% Reduce -21.0% 8,138 $522K
Atria Investments, Inc 0.01% Add +96.5% 8,096 $519K
Inspire Investing, LLC 0.03% Reduce -59.3% 7,997 $513K
HighTower Advisors, LLC 0.00% Add +24.1% 7,984 $512K
AIA Group Ltd 0.01% No change 7,884 $505K
Evolve Private Wealth, LLC 0.03% Add +0.3% 7,854 $503K
Choreo, LLC 0.01% Add +25.3% 7,751 $497K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -29.3% 7,693 $493K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -35.8% 7,686 $479K
JLB & Associates Inc. 0.07% Add +16.2% 7,210 $462K
Empowered Funds, LLC 0.00% New 7,115 $456K
AE Wealth Management LLC 0.00% Add +3.3% 7,031 $451K
Tower Research Capital LLC (TRC) 0.01% Add +98.0% 6,788 $435K
Abacus Wealth Partners, LLC 0.04% Add +26.6% 6,719 $431K
Capula Management Ltd 0.00% New 6,590 $422K
Cwm, LLC 0.00% Reduce -47.5% 6,576 $422K
Pacer Advisors, Inc. 0.00% Reduce -3.7% 6,499 $417K
1492 Capital Management LLC 0.15% Add +62.4% 6,131 $393K
Swiss Life Asset Management Ltd 0.00% Add +127.1% 6,086 $390K
Aquatic Capital Management LLC 0.01% Reduce -36.5% 6,058 $388K
Quartz Partners, LLC 0.14% Reduce -20.4% 5,729 $367K
Optimize Financial Inc. 0.18% New 5,681 $364K
DRW Securities, LLC 0.02% New 5,504 $353K
Mariner, LLC 0.00% Reduce -67.1% 5,453 $350K
Total Wealth Planning & Management, Inc. 0.28% Reduce -2.4% 5,419 $347K
Resona Asset Management Co.,Ltd. 0.00% No change 5,369 $344K
Amundi 0.00% Add +117.2% 5,233 $335K
Vise Technologies, Inc. 0.01% No change 3,853 $333K
Kendall Capital Management 0.07% Add +47.5% 5,120 $328K
Bank of Nova Scotia 0.00% Add +20.9% 5,088 $326K
US Bancorp \de 0.00% Add +6.7% 5,027 $322K
&partners 0.00% Add +10.8% 4,861 $312K
Trust Point Inc. 0.03% Reduce -6.4% 4,845 $311K
Legato Capital Management LLC 0.03% Reduce -71.5% 4,830 $310K
Independent Financial Group, LLC 0.01% New 4,686 $300K
PNC Financial Services Group, Inc. 0.00% Reduce -31.6% 4,619 $296K
CSS LLC 0.05% Reduce -11.8% 4,548 $292K
HSBC Holdings PLC 0.00% Reduce -68.7% 4,351 $279K
Great Lakes Retirement, Inc. 0.03% No change 4,332 $278K
EP Wealth Advisors, LLC 0.00% Add +12.5% 4,288 $275K
AlphaGrep UK Ltd 0.08% Add +0.3% 4,097 $263K
Virtu Financial LLC 0.01% New 4,071 $261K
WINTON GROUP Ltd 0.01% Reduce -88.4% 4,000 $256K
denkapparat Operations GmbH 0.11% No change 3,964 $254K
Securian Asset Management, Inc. 0.01% Reduce -2.5% 3,959 $254K
Axq Capital, LP 0.03% New 3,907 $250K
Neo Ivy Capital Management 0.07% New 3,899 $250K
Net Worth Advisory Group 0.05% Add +3.4% 3,824 $245K
Ensign Peak Advisors, Inc 0.00% Reduce -56.3% 3,742 $240K
Man Group plc 0.00% Add +20.9% 3,683 $236K
Arkadios Wealth Advisors 0.00% Reduce -26.5% 3,614 $232K
State of Wyoming 0.03% Reduce -66.8% 3,549 $227K
Elevation Point Wealth Partners, LLC 0.01% New 3,416 $219K
QRG Capital Management, Inc. 0.00% Add +9.3% 3,240 $208K
Marex Group Ltd 0.00% New 3,226 $207K
Blackstone Inc. 0.00% New 3,217 $206K
CIBC Bancorp USA Inc. 0.00% — 3,191 $205K
Quadrant Capital Group LLC 0.01% Reduce -19.3% 3,069 $197K
Caitong International Asset Management Co., Ltd 0.03% New 2,462 $158K
Avanza Fonder AB 0.00% Reduce -19.6% 2,398 $154K
Central Pacific Bank - Trust Division 0.02% Reduce -0.8% 2,362 $151K
STRS Ohio 0.00% Reduce -42.5% 2,300 $147K
Larson Financial Group LLC 0.00% Reduce -4.1% 1,817 $116K
KBC Group NV 0.00% No change 1,786 $114K
GAMMA Investing LLC 0.01% Add +13.8% 1,732 $111K
Parkside Financial Bank & Trust 0.01% Add +30.4% 1,654 $106K
Blue Trust, Inc. 0.00% Add +14.6% 1,321 $85K
Osaic Holdings, Inc. 0.00% Reduce -14.9% 1,223 $78K
IFP Advisors, Inc 0.00% Reduce -25.8% 1,217 $78K
EverSource Wealth Advisors, LLC 0.00% Reduce -23.4% 1,206 $77K
Lanark Financial, Inc. 0.01% No change 1,150 $74K
Palladiem, LLC 0.06% No change 975 $64K
UMB Bank, n.a. 0.00% Add +6.3% 984 $63K
Jones Financial Companies LLLP 0.00% Add +75.0% 896 $58K
Covestor Ltd 0.04% Reduce -26.5% 906 $58K
Rockefeller Capital Management L.P. 0.00% Reduce -46.7% 884 $57K
Simplex Trading, LLC 0.00% New 836 $54K
National Bank of Canada 0.00% Reduce -9.6% 803 $51K
Archer Investment Corp 0.01% No change 800 $51K
Versant Capital Management, Inc 0.00% Add +194.9% 752 $48K
Hantz Financial Services, Inc. 0.00% Add +6.9% 755 $48K
C M Bidwell & Associates Ltd. 0.02% Reduce -24.4% 721 $46K
Parallel Advisors, LLC 0.00% Reduce -34.9% 639 $41K
McIlrath & Eck, LLC 0.00% No change 631 $40K
Nomura Asset Management Co. Ltd. 0.00% No change 620 $40K
Arax Advisory Partners 0.00% Reduce -59.8% 615 $39K
Cullen/Frost Bankers, Inc. 0.00% Add +5.5% 515 $33K
Allworth Financial LP 0.00% Reduce -10.8% 470 $30K
Advisory Services Network, LLC 0.00% New 465 $30K
JFS Wealth Advisors, LLC 0.00% Add +0.4% 455 $29K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -3.6% 451 $29K
Smartleaf Asset Management LLC 0.00% Reduce -80.5% 409 $27K
Basecamp Wealth Advisors LLC 0.01% Reduce -8.9% 390 $25K
Richardson Financial Services Inc. 0.02% Reduce -14.9% 384 $25K
MAI Capital Management 0.00% Add +123.6% 369 $24K
Sterling Capital Management LLC 0.00% Reduce -3.5% 354 $23K
Kemnay Advisory Services Inc. 0.00% Add +136.1% 347 $22K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +709.8% 332 $21K
Farther Finance Advisors, LLC 0.00% Add +10.2% 313 $20K
LRI Investments, LLC 0.00% Reduce -75.7% 286 $18K
Islay Capital Management, LLC 0.01% New 267 $17K
Federation des caisses Desjardins du Quebec 0.00% No change 240 $15K
Essential Partners LLC 0.01% Reduce -70.6% 239 $15K
Los Angeles Capital Management LLC 0.00% Reduce -92.0% 236 $15K
Signaturefd, LLC 0.00% Reduce -5.3% 231 $15K
Root Financial Partners, LLC 0.00% Reduce -16.7% 199 $13K
Bessemer Group Inc. 0.00% Reduce -26.0% 182 $12K
SouthState Bank Corp 0.00% Reduce -3.6% 186 $12K
Westside Investment Management, Inc. 0.00% No change 156 $10K
Eastern Bank 0.00% No change 154 $10K
Rothschild Investment LLC 0.00% Add +4.4% 142 $9K
Tacita Capital Inc 0.01% New 141 $9K
Ares Financial Consulting, LLC 0.01% New 144 $9K
True Wealth Design, LLC 0.00% Reduce -49.8% 120 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.1% 118 $8K
J.Safra Asset Management Corp 0.00% Add +88.7% 117 $8K
Steward Partners Investment Advisory, LLC 0.00% Reduce -41.9% 104 $7K
Colonial Trust Co / SC 0.00% No change 100 $6K
Anchor Investment Management, LLC 0.00% No change 100 $6K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -77.2% 100 $6K
Eurizon Capital SGR S.p.A. 0.00% New 92 $6K
Optiver Holding B.V. 0.00% Reduce -72.7% 87 $6K
CVA Family Office, LLC 0.00% New 82 $5K
Private Wealth Management Group, LLC 0.00% Reduce -22.3% 80 $5K
Spire Wealth Management 0.00% Reduce -10.4% 69 $4K
WPG Advisers, LLC 0.00% New 67 $4K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -90.3% 62 $4K
Capital Advisors, Ltd. LLC 0.00% No change 55 $4K
Smithfield Trust Co 0.00% No change 55 $4K
Assetmark, Inc. 0.00% Reduce -53.4% 61 $4K
Destiny Wealth Partners, LLC 0.00% New 54 $3K
Farmers & Merchants Investments Inc. 0.00% No change 51 $3K
Intentional Wealth Strategies, LLC 0.00% — 47 $3K
WealthCollab, LLC 0.00% No change 46 $3K
Keating Financial Advisory Services, Inc. 0.00% Add +21.1% 46 $3K
IMA Advisory Services, Inc. 0.00% Reduce -2.2% 44 $3K
Bell Investment Advisors, Inc 0.00% Reduce -25.4% 41 $3K
Hilton Head Capital Partners, LLC 0.00% Reduce -2.7% 36 $2K
Godfrey Financial Associates, Inc. 0.00% Reduce -2.9% 33 $2K
Torren Management, LLC 0.00% Reduce -88.7% 30 $2K
Quarry LP 0.00% Reduce -77.2% 28 $2K
Nemes Rush Group LLC 0.00% No change 27 $2K
Fortitude Family Office, LLC 0.00% Add +4.2% 25 $2K
Bare Financial Services, Inc 0.00% Reduce -56.4% 24 $2K
MCF Advisors LLC 0.00% New 22 $1K
St Germain D J Co. Inc. 0.00% No change 21 $1K
Rialto Wealth Management, LLC 0.00% Add +42.9% 20 $1K
Clearstead Advisors, LLC 0.00% Reduce -97.9% 20 $1K
Cassaday & Co Wealth Management LLC 0.00% New 19 $1K
Marshall Investment Management, LLC 0.00% New 16 $1K
Manchester Capital Management LLC 0.00% Reduce -33.3% 16 $1K
Sunbelt Securities, Inc. 0.00% No change 16 $1K
Bruce G. Allen Investments, LLC 0.00% Add +36.4% 15 $962
Transamerica Financial Advisors, LLC 0.00% Reduce -64.3% 15 $961
Kilter Group LLC 0.00% Reduce -33.3% 14 $898
Picton Mahoney Asset Management 0.00% Reduce -99.9% 13 $833
SJS Investment Consulting Inc. 0.00% Add +71.4% 12 $770
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $770
NBT Bank, N.A. 0.00% New 12 $769
Physician Wealth Advisors, Inc. 0.00% Reduce -50.0% 11 $706
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 11 $706
Dunhill Financial, LLC 0.00% Add +900.0% 10 $660
TD Private Client Wealth LLC 0.00% No change 10 $641
Geneos Wealth Management Inc. 0.00% No change 10 $641
Principia Wealth Advisory, LLC 0.00% No change 9 $577
Innovative Asset Advisors Group, LLC 0.00% — 8 $513
Bay Harbor Wealth Management, LLC 0.00% No change 7 $448
HFM Investment Advisors, LLC 0.00% Add +50.0% 6 $385
Zions Bancorporation, National Association 0.00% New 6 $385
Vermillion Wealth Management, Inc. 0.00% New 5 $321
Strategic Wealth Partners, Ltd. 0.00% New 5 $312
Trust Co 0.00% No change 4 $258
International Assets Investment Management, LLC 0.00% New 4 $250
Hughes Financial Services, LLC 0.00% New 3 $192
Twin Peaks Wealth Advisors, LLC 0.00% New 2 $128
Cornerstone Planning Group LLC 0.00% No change 1 $66
Huntington National Bank 0.00% New 1 $64
Raffa Wealth Management, LLC 0.00% New 1 $64

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