MaximusMMS

13F holders, Q2 2026 (June 30)
352holders −23
47new positions
75sold out
6famous investors
$53.80avg. 13F price*

At the end of Q2 2026, 352 institutions reported holding Maximus Inc. (MMS) in their 13F filings, down 23 from Q1 2026. 47 opened new positions and 75 sold out. The largest holders were BlackRock, Inc. ($400.2M), FMR LLC ($298.1M) and Vanguard Portfolio Management LLC ($182.2M). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions47$33.6M
Exits75$179.4M

All 13F filers, Q1 2026 → Q2 2026: 8,281,323 shares bought and 8,774,849 shares sold, net −493,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 352 holders

BlackRock, Inc. 0.01% Reduce -1.0% 7,443,930 $400.2M
FMR LLC 0.01% Reduce -32.2% 5,544,432 $298.1M
Vanguard Portfolio Management LLC 0.01% Reduce -2.4% 3,388,533 $182.2M
Fuller & Thaler Asset Management, Inc. 0.40% Add +29.9% 2,702,710 $145.3M
State Street Corp. 0.00% Add +4.4% 2,566,033 $137.9M
Vanguard Capital Management LLC 0.00% Reduce -2.9% 2,366,161 $127.2M
Dimensional Fund Advisors LP 0.02% Add +11.7% 2,354,118 $126.6M
Reinhart Partners, Llc. 2.43% Add +131.8% 1,982,415 $106.6M
Geode Capital Management, LLC 0.00% Add +5.3% 1,577,117 $84.8M
Van Berkom & Associates Inc. 1.88% Reduce -7.2% 1,088,046 $58.5M
Boston Partners 0.04% Add +36.0% 910,040 $49.2M
Stephens Investment Management Group LLC 0.49% Add +19.3% 854,785 $46.0M
Qube Research & Technologies Ltd 0.05% Add +96.6% 782,546 $42.1M
River Road Asset Management, LLC 0.46% Reduce -8.0% 759,899 $40.9M
Sio Capital Management, LLC 6.59% Reduce -7.0% 715,267 $38.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.9% 703,314 $37.8M
Northern Trust Corp. 0.00% Add +1.0% 699,692 $37.6M
Norges Bank 0.00% — 695,683 $37.4M
Allianz Asset Management GmbH 0.03% Reduce -23.4% 685,151 $36.8M
Prudential Financial Inc. 0.04% Add +3137.2% 683,912 $36.8M
LSV Asset Management 0.06% Add +131.1% 657,889 $35.4M
Goldman Sachs Group Inc. 0.00% Add +33.3% 640,595 $34.4M
Citadel Advisors 0.02% Add +517.2% 617,787 $33.2M
Jupiter Asset Management Ltd. 0.16% Add +25.6% 608,476 $32.7M
Bank of America Corp. 0.00% Add +3.9% 585,689 $31.5M
Invesco Ltd. 0.00% Add +192.9% 532,872 $28.6M
Royce & Associates LP 0.23% Add +41.5% 527,018 $28.3M
Bank of New York Mellon Corp 0.00% Reduce -5.9% 488,085 $26.2M
UBS Group AG 0.00% Reduce -35.2% 398,893 $21.4M
AQR Capital Management 0.01% Add +34.3% 395,510 $21.3M
Walleye Capital LLC 0.11% Reduce -10.4% 384,021 $20.6M
Vanguard Fiduciary Trust Co. 0.00% Reduce -6.7% 354,935 $19.1M
JPMorgan Chase & Co. 0.00% Add +12.8% 333,019 $18.3M
Deutsche Bank AG 0.01% Add +21.2% 328,007 $17.6M
Morgan Stanley 0.00% Reduce -10.0% 319,023 $17.2M
Rice Hall James & Associates, LLC 0.73% Add +25.1% 278,910 $15.0M
Marshall Wace, LLP 0.01% Add +376.0% 273,805 $14.7M
Cerity Partners LLC 0.02% Add +109.4% 269,038 $14.5M
Point72 Asset Management 0.02% Add +26.2% 256,453 $13.8M
Principal Financial Group Inc. 0.01% Add +3.5% 234,443 $12.6M
Pacer Advisors, Inc. 0.03% Add +3296.4% 220,735 $11.9M
Squarepoint Ops LLC 0.02% Add +723.0% 219,301 $11.8M
Wellington Management Group LLP 0.00% Reduce -25.7% 215,834 $11.6M
ExodusPoint Capital Management, LP 0.10% Add +20.7% 206,784 $11.1M
Public Sector Pension Investment Board 0.03% Add +44.8% 204,644 $11.0M
Public Employees Retirement Association of Colorado 0.04% Reduce -29.0% 192,188 $10.3M
Victory Capital Management Inc. 0.01% Reduce -18.6% 180,246 $9.7M
Rhumbline Advisers 0.01% Add +1.4% 178,693 $9.6M
Cambria Investment Management, L.P. 0.44% Add +23.7% 165,149 $8.9M
Hotchkis & Wiley Capital Management LLC 0.03% Add +21.2% 160,408 $8.6M
Russell Investments Group, Ltd. 0.01% Add +15.3% 158,107 $8.5M
William Blair Investment Management, LLC 0.03% Reduce -51.3% 157,817 $8.5M
Clark Capital Management Group, Inc. 0.04% Add +6.5% 153,564 $8.3M
Raymond James Financial Inc. 0.00% Add +89.0% 149,273 $8.0M
Two Sigma Investments, LP 0.01% Add +434.8% 137,026 $7.4M
Alliancebernstein L.P. 0.00% Reduce -0.2% 111,334 $7.1M
Nuveen, LLC 0.00% Reduce -61.8% 129,446 $7.0M
California Public Employees Retirement System 0.00% Add +17.5% 126,247 $6.8M
First Trust Advisors LP 0.00% Add +47.5% 121,249 $6.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +1.6% 116,967 $6.3M
Lord, Abbett & Co. LLC 0.02% Reduce -63.7% 112,354 $6.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -41.1% 110,200 $5.9M
Swiss National Bank 0.00% Add +1.7% 109,507 $5.9M
D. E. Shaw & Co. 0.00% Reduce -34.1% 104,761 $5.6M
Ruffer LLP 0.19% Add +36.8% 99,933 $5.4M
Citigroup Inc. 0.00% Reduce -27.4% 99,084 $5.3M
Bridgewater Associates 0.02% Add +712.7% 98,469 $5.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +70.2% 95,450 $5.1M
BNP Paribas Financial Markets 0.00% Add +155.6% 91,721 $4.9M
Sei Investments Co. 0.00% Reduce -4.2% 89,859 $4.8M
Retirement Systems of Alabama 0.01% Reduce -12.4% 88,242 $4.7M
Seizert Capital Partners, LLC 0.19% Add +61.9% 84,731 $4.6M
WINTON GROUP Ltd 0.15% Add +1992.2% 83,687 $4.5M
Legal & General Group Plc 0.00% Reduce -0.1% 83,488 $4.5M
Ameriprise Financial Inc. 0.00% Reduce -12.7% 81,835 $4.4M
Arrowstreet Capital, Limited Partnership 0.00% Add +924.7% 78,830 $4.2M
Fifth Third Bancorp 0.01% Add +10.9% 74,633 $4.0M
XTX Topco Ltd 0.05% Add +55.1% 74,600 $4.0M
T. Rowe Price Associates Inc. 0.00% Add +18.3% 74,515 $4.0M
Third Avenue Management LLC 0.64% New 74,085 $4.0M
Trexquant Investment LP 0.02% New 73,165 $3.9M
Y-Intercept (Hong Kong) Ltd 0.08% Add +5.8% 73,063 $3.9M
Balyasny Asset Management L.P. 0.01% New 68,756 $3.7M
Voloridge Investment Management, LLC 0.02% Reduce -50.2% 65,978 $3.5M
Millennium Management 0.00% Add +50.6% 64,451 $3.5M
California State Teachers Retirement System 0.00% Reduce -0.9% 62,600 $3.4M
New York State Teachers Retirement System 0.01% Reduce -13.7% 59,818 $3.2M
MetLife Investment Management, LLC 0.01% Add +1.6% 56,523 $3.0M
Jump Financial, LLC 0.03% New 53,630 $2.9M
Nordea Investment Management AB 0.00% Reduce -34.1% 52,915 $2.8M
Envestnet Asset Management Inc. 0.00% Add +28.5% 51,611 $2.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +3.4% 51,322 $2.8M
Zacks Investment Management 0.02% Add +4.2% 50,428 $2.7M
Wells Fargo & Company 0.00% Add +131.0% 50,208 $2.7M
DekaBank Deutsche Girozentrale 0.00% No change 42,100 $2.7M
Harbor Capital Advisors, Inc. 0.18% Add +114.1% 49,983 $2.7M
Numerai GP LLC 0.22% New 49,112 $2.6M
Vanguard Global Advisers, LLC 0.00% Add +85.8% 49,081 $2.6M
Quantinno Capital Management LP 0.00% Reduce -36.1% 48,666 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.2% 48,438 $2.6M
Royal Bank of Canada 0.00% Add +20.6% 47,185 $2.5M
Creative Planning 0.00% Add +24.9% 47,078 $2.5M
Mubadala Investment Co PJSC 0.01% Add +35.0% 46,002 $2.5M
Clark Estates Inc. 0.57% Add +68.4% 45,700 $2.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +32.0% 45,400 $2.4M
Freestone Grove Partners LP 0.01% Add +360.6% 41,332 $2.2M
Chatham Capital Group, Inc. 0.28% Add +20.4% 41,102 $2.2M
Twinbeech Capital LP 0.40% Reduce -9.3% 40,747 $2.2M
Robeco Institutional Asset Management B.V. 0.00% Add +31.5% 40,094 $2.2M
Engineers Gate Manager LP 0.03% New 38,590 $2.1M
Corient Private Wealth LP 0.00% Reduce -26.5% 36,887 $2.0M
Barclays PLC 0.00% Reduce -78.8% 36,135 $1.9M
Brevan Howard Capital Management LP 0.03% Add +247.4% 35,973 $1.9M
Invenomic Capital Management LP 0.11% New 34,026 $1.8M
American Century Companies Inc. 0.00% Add +26.3% 33,892 $1.8M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.2% 33,192 $1.8M
Mercer Global Advisors Inc. 0.00% Reduce -9.2% 32,403 $1.7M
Assenagon Asset Management S.A. 0.00% New 31,975 $1.7M
Wilmington Savings Fund Society, FSB 0.04% Reduce -34.5% 31,737 $1.7M
Nisa Investment Advisors, LLC 0.01% Reduce -13.9% 31,724 $1.7M
SG Americas Securities, LLC 0.00% Reduce -56.6% 31,586 $1.7M
Segall Bryant & Hamill, LLC 0.02% Add +0.1% 31,521 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -4.4% 30,160 $1.6M
Bridge City Capital, LLC 0.37% Reduce -1.9% 29,826 $1.6M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +89.5% 29,415 $1.6M
Wealthspire Advisors, LLC 0.01% Reduce -0.2% 29,210 $1.6M
New York State Common Retirement Fund 0.00% Add +2.5% 28,641 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -5.1% 27,444 $1.5M
KLP Kapitalforvaltning As 0.00% No change 27,200 $1.5M
Knights of Columbus Asset Advisors LLC 0.07% Add +0.7% 27,062 $1.5M
GHP Investment Advisors, Inc. 0.05% Reduce -14.7% 25,542 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.9% 25,359 $1.4M
Elo Mutual Pension Insurance Co 0.02% Add +114.8% 24,613 $1.3M
State of New Jersey Common Pension Fund D 0.00% Reduce -20.9% 23,760 $1.3M
Jupiter Topco LLC 0.00% — 23,701 $1.3M
Ameritas Investment Partners, Inc. 0.03% Add +0.7% 22,977 $1.2M
Amalgamated Bank 0.01% Reduce -5.4% 22,375 $1.2M
Aquatic Capital Management LLC 0.04% Add +266.4% 22,194 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -0.6% 21,915 $1.2M
Nomura Asset Management International Inc. 0.00% No change 21,900 $1.2M
Janney Montgomery Scott LLC 0.00% Add +130.2% 21,216 $1.1M
Robeco Schweiz AG 0.02% Reduce -32.4% 21,222 $1.1M
Hussman Strategic Advisors, Inc. 0.26% Reduce -50.0% 21,000 $1.1M
O'shaughnessy Asset Management, LLC 0.00% Add +3.2% 19,374 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,986 $1.0M
Mutual of America Capital Management LLC 0.01% Reduce -9.2% 18,988 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -24.1% 18,872 $1.0M
Intech Investment Management LLC 0.01% Reduce -22.5% 18,842 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -33.6% 18,767 $1.0M
Oppenheimer Asset Management Inc. 0.01% Add +80.6% 18,241 $981K
HSBC Holdings PLC 0.00% Add +310.1% 17,845 $956K
Campbell & CO Investment Adviser LLC 0.05% New 17,458 $939K
Horizon Investments, LLC 0.01% New 17,447 $938K
Quadrature Capital Ltd 0.01% New 17,415 $936K
State Board of Administration of Florida Retirement System 0.00% No change 16,768 $901K
Police & Firemen's Retirement System of New Jersey 0.01% Add +13.0% 16,243 $873K
Capital Fund Management S.A. 0.01% New 15,809 $850K
Yousif Capital Management, LLC 0.01% Reduce -8.5% 15,610 $839K
Louisiana State Employees Retirement System 0.01% Reduce -2.5% 15,400 $828K
Entropy Technologies, LP 0.03% New 15,287 $822K
Arizona State Retirement System 0.00% Add +0.6% 15,052 $809K
Vanguard Investments Australia, Ltd. 0.00% No change 14,714 $791K
Quantbot Technologies LP 0.03% New 14,710 $791K
Vident Advisory, LLC 0.01% Add +17.8% 14,689 $790K
Thrivent Financial for Lutherans 0.00% Reduce -4.1% 14,528 $781K
Handelsbanken Fonder AB 0.00% No change 14,416 $775K
Fox Run Management, L.L.C. 0.13% New 14,399 $774K
Radnor Capital Management, LLC 0.11% No change 14,275 $767K
Lazard Asset Management LLC 0.00% No change 13,061 $702K
Gsa Capital Partners LLP 0.04% Reduce -4.0% 12,889 $693K
Teacher Retirement System of Texas 0.00% Add +22.2% 12,883 $693K
South Dakota Investment Council 0.01% Add +2.4% 12,664 $681K
Inspire Investing, LLC 0.03% Add +57.3% 12,581 $676K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -8.0% 12,578 $676K
New Mexico Educational Retirement Board 0.02% No change 12,400 $667K
Bank of Montreal 0.00% Reduce -10.7% 12,352 $664K
State of Michigan Retirement System 0.00% Reduce -6.1% 12,318 $662K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.04% Add +43.1% 11,880 $639K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -3.3% 11,819 $635K
Franklin Resources Inc. 0.00% Reduce -89.0% 11,500 $618K
Captrust Financial Advisors 0.00% Add +9.8% 11,482 $617K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.7% 10,824 $582K
&partners 0.00% Add +120.8% 10,733 $577K
Ritholtz Wealth Management 0.01% Add +10.6% 10,519 $566K
Exchange Traded Concepts, LLC 0.00% Reduce -1.5% 10,201 $548K
Voya Investment Management LLC 0.00% Add +8.4% 10,192 $548K
Wealth Enhancement Advisory Services, LLC 0.00% Add +23.7% 9,509 $539K
Bailard, Inc. 0.01% New 9,808 $527K
Boothbay Fund Management, LLC 0.01% New 9,702 $522K
Gallacher Capital Management LLC 0.29% New 9,696 $521K
Caisse de depot et placement du Quebec 0.00% Reduce -90.8% 9,600 $516K
Empowered Funds, LLC 0.00% Add +31.8% 9,377 $504K
ProShare Advisors LLC 0.00% Reduce -8.1% 9,282 $499K
LPL Financial LLC 0.00% Reduce -7.3% 9,101 $489K
Panagora Asset Management Inc. 0.00% No change 8,914 $479K
Jain Global LLC 0.01% New 8,757 $471K
Pictet Asset Management Holding SA 0.00% No change 8,657 $465K
Xponance LLC 0.00% Add +2.4% 8,539 $459K
State of Alaska, Department of Revenue 0.00% Reduce -2.8% 8,416 $451K
Choreo, LLC 0.00% Add +6.4% 8,248 $443K
AIA Group Ltd 0.01% No change 7,884 $424K
Liberty Capital Management, Inc. 0.07% — 7,656 $412K
Amundi 0.00% Add +44.3% 7,549 $406K
Allstate Corp. 0.00% New 7,482 $402K
Oxford Asset Management LLP 0.20% New 7,465 $401K
1492 Capital Management LLC 0.12% Add +20.4% 7,380 $397K
Man Group plc 0.00% Add +95.7% 7,206 $387K
AE Wealth Management LLC 0.00% Add +0.0% 7,034 $378K
Cetera Investment Advisers 0.00% Reduce -17.3% 6,728 $362K
Empirical Finance, LLC 0.01% Reduce -52.7% 6,709 $361K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -24.4% 6,699 $360K
Tower Research Capital LLC (TRC) 0.01% Reduce -3.5% 6,548 $352K
Total Wealth Planning & Management, Inc. 0.25% Add +19.8% 6,494 $349K
Swiss Life Asset Management Ltd 0.00% Add +5.8% 6,441 $346K
Quartz Partners, LLC 0.11% Add +4.8% 6,007 $323K
Optimize Financial Inc. 0.11% Reduce -0.3% 5,662 $304K
Sound Capital Solutions LLC 0.07% — 5,662 $304K
PNC Financial Services Group, Inc. 0.00% Add +22.5% 5,657 $304K
Sequoia Financial Advisors, LLC 0.00% New 5,461 $294K
EntryPoint Capital, LLC 0.07% New 5,429 $292K
Vestcor Inc 0.01% Reduce -42.0% 5,284 $284K
CSS LLC 0.04% Add +15.3% 5,245 $282K
Federated Hermes, Inc. 0.00% Reduce -99.1% 5,239 $282K
Counterpoint Mutual Funds LLC 0.03% Reduce -92.0% 5,230 $281K
Tidal Investments LLC 0.00% Reduce -60.2% 5,216 $280K
Atria Investments, Inc 0.00% Reduce -36.7% 5,122 $275K
Virtu Financial LLC 0.01% Add +19.1% 4,847 $261K
Generali Asset Management SPA SGR 0.00% New 4,852 $261K
Legato Capital Management LLC 0.02% No change 4,830 $260K
Neuberger Berman Group LLC 0.00% Reduce -58.7% 4,687 $252K
MML Investors Services, LLC 0.00% New 4,594 $247K
Occudo Quantitative Strategies LP 0.01% New 4,366 $235K
State of Wyoming 0.02% Add +22.7% 4,354 $234K
HighTower Advisors, LLC 0.00% Reduce -45.6% 4,345 $234K
US Bancorp \de 0.00% Reduce -13.7% 4,341 $233K
Great Lakes Retirement, Inc. 0.02% No change 4,332 $233K
Trust Point Inc. 0.02% Reduce -13.0% 4,217 $227K
Securian Asset Management, Inc. 0.01% Reduce -2.1% 3,875 $226K
EP Wealth Advisors, LLC 0.00% Reduce -5.1% 4,071 $219K
Delta Global Management LP 0.02% New 4,037 $217K
Evolve Private Wealth, LLC 0.01% Reduce -49.3% 3,980 $214K
Connable Office Inc. 0.02% New 3,969 $213K
denkapparat Operations GmbH 0.07% No change 3,964 $213K
Arkadios Wealth Advisors 0.00% Add +5.0% 3,793 $204K
Nykredit A/S 0.00% — 3,771 $203K
New Age Alpha Advisors, LLC 0.01% Reduce -89.8% 3,525 $190K
Ensign Peak Advisors, Inc 0.00% Reduce -12.0% 3,292 $177K
Quarry LP 0.02% Add +8342.9% 2,364 $127K
GAMMA Investing LLC 0.00% Add +33.1% 2,306 $124K
Ni Acquisitions Company, LLC 0.05% — 2,256 $121K
Arax Advisory Partners 0.00% Add +232.5% 2,045 $110K
Blue Trust, Inc. 0.00% Add +35.6% 1,792 $96K
KBC Group NV 0.00% No change 1,786 $96K
Quantum Portfolio Management LLC 0.03% New 1,778 $96K
Covestor Ltd 0.05% Add +82.2% 1,651 $89K
Parkside Financial Bank & Trust 0.01% Reduce -4.3% 1,583 $85K
Hantz Financial Services, Inc. 0.00% Add +106.1% 1,556 $84K
Osaic Holdings, Inc. 0.00% Add +26.8% 1,551 $83K
Larson Financial Group LLC 0.00% Reduce -17.8% 1,493 $80K
Amova Asset Management Americas, Inc. 0.00% New 1,467 $79K
Avanza Fonder AB 0.00% Reduce -39.5% 1,450 $78K
Rockefeller Capital Management L.P. 0.00% Add +62.4% 1,436 $77K
Lanark Financial, Inc. 0.00% No change 1,150 $62K
Parallel Advisors, LLC 0.00% Add +57.8% 1,008 $54K
Sterling Capital Management LLC 0.00% Add +178.8% 987 $53K
Palladiem, LLC 0.05% No change 975 $52K
Archer Investment Corp 0.01% No change 800 $43K
Versant Capital Management, Inc 0.00% Reduce -0.7% 747 $40K
Global Retirement Partners, LLC 0.00% — 743 $40K
Nomura Asset Management Co. Ltd. 0.00% No change 620 $33K
Cullen/Frost Bankers, Inc. 0.00% Add +8.0% 556 $30K
EverSource Wealth Advisors, LLC 0.00% Reduce -55.5% 537 $29K
Jones Financial Companies LLLP 0.00% Reduce -42.0% 520 $28K
Atlantic Union Bankshares Corp 0.00% New 475 $26K
JFS Wealth Advisors, LLC 0.00% Add +0.2% 456 $25K
Federation des caisses Desjardins du Quebec 0.00% Add +83.3% 440 $24K
IFP Advisors, Inc 0.00% Reduce -64.8% 428 $23K
Signaturefd, LLC 0.00% Add +85.3% 428 $23K
Richardson Financial Services Inc. 0.01% Add +8.8% 418 $22K
Smartleaf Asset Management LLC 0.00% No change 409 $22K
LRI Investments, LLC 0.00% Add +44.1% 412 $22K
Allworth Financial LP 0.00% Reduce -14.7% 401 $22K
Kemnay Advisory Services Inc. 0.00% Add +7.8% 374 $20K
Bessemer Group Inc. 0.00% Add +95.0% 355 $19K
Optiver Holding B.V. 0.00% Add +296.6% 345 $19K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 332 $18K
Basecamp Wealth Advisors LLC 0.00% Reduce -16.4% 326 $18K
Essential Partners LLC 0.01% Add +33.9% 320 $17K
Farther Finance Advisors, LLC 0.00% Reduce -2.2% 306 $16K
Rothschild Investment LLC 0.00% Add +94.4% 276 $15K
WPG Advisers, LLC 0.01% Add +285.1% 258 $14K
Los Angeles Capital Management LLC 0.00% No change 236 $13K
Simplex Trading, LLC 0.00% Reduce -74.8% 211 $11K
SouthState Bank Corp 0.00% No change 186 $10K
UMB Bank, n.a. 0.00% Reduce -81.8% 179 $10K
Westside Investment Management, Inc. 0.00% No change 156 $8K
Ares Financial Consulting, LLC 0.01% No change 144 $8K
Continuum Advisory, LLC 0.00% New 144 $8K
WealthCollab, LLC 0.00% Add +184.8% 131 $7K
Northwestern Mutual Wealth Management Co. 0.00% Add +30.0% 130 $7K
Steward Partners Investment Advisory, LLC 0.00% Add +9.6% 114 $6K
Clearstead Advisors, LLC 0.00% Add +455.0% 111 $6K
Colonial Trust Co / SC 0.00% No change 100 $5K
Anchor Investment Management, LLC 0.00% No change 100 $5K
Eurizon Capital SGR S.p.A. 0.00% No change 92 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -24.6% 89 $5K
Picton Mahoney Asset Management 0.00% Add +469.2% 74 $4K
CVA Family Office, LLC 0.00% Reduce -13.4% 71 $4K
Harbour Investments, Inc. 0.00% New 60 $3K
Fiduciary Financial Advisors 0.00% New 60 $3K
Smithfield Trust Co 0.00% No change 55 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.8% 47 $3K
High Note Wealth, LLC 0.00% New 45 $2K
IMA Advisory Services, Inc. 0.00% No change 44 $2K
Sachetta, LLC 0.00% New 43 $2K
SJS Investment Consulting Inc. 0.00% Add +208.3% 37 $2K
True Wealth Design, LLC 0.00% Reduce -70.0% 36 $2K
Fortitude Family Office, LLC 0.00% Add +40.0% 35 $2K
Godfrey Financial Associates, Inc. 0.00% No change 33 $2K
Torren Management, LLC 0.00% No change 30 $2K
Transamerica Financial Advisors, LLC 0.00% Add +73.3% 26 $1K
Keating Financial Advisory Services, Inc. 0.00% Reduce -43.5% 26 $1K
National Bank of Canada 0.00% Reduce -96.8% 26 $1K
Silver Grove Financial Group, Inc. 0.00% New 25 $1K
MCF Advisors LLC 0.00% No change 22 $1K
Creative Capital Management Investments LLC 0.00% New 19 $1K
Synergy Investment Management, LLC 0.00% New 15 $948
Bayforest Capital Ltd 0.00% New 17 $914
Marshall Investment Management, LLC 0.00% No change 16 $860
Bare Financial Services, Inc 0.00% Reduce -33.3% 16 $860
Bruce G. Allen Investments, LLC 0.00% No change 15 $806
Barnes Dennig Private Wealth Management LLC 0.00% New 12 $645
DiNuzzo Private Wealth, Inc. 0.00% Reduce -8.3% 11 $592
Bay Harbor Wealth Management, LLC 0.00% Add +42.9% 10 $538
Physician Wealth Advisors, Inc. 0.00% Reduce -9.1% 10 $538
Geneos Wealth Management Inc. 0.00% No change 10 $538
Bell Investment Advisors, Inc 0.00% Reduce -78.0% 9 $484
Dunhill Financial, LLC 0.00% Reduce -10.0% 9 $483
Mosley Wealth Management 0.00% New 8 $430
HFM Investment Advisors, LLC 0.00% Add +16.7% 7 $377
Trust Co 0.00% No change 4 $216
Rialto Wealth Management, LLC 0.00% Reduce -80.0% 4 $216
International Assets Investment Management, LLC 0.00% No change 4 $215
Cordant, Inc. 0.00% New 2 $108
DecisionPoint Financial, LLC 0.00% New 2 $108
Buck Wealth Strategies, LLC 0.00% New 2 $108
Assetmark, Inc. 0.00% Reduce -96.7% 2 $83
Huntington National Bank 0.00% No change 1 $54
Raffa Wealth Management, LLC 0.00% No change 1 $54
Maryland Capital Advisors Inc. 0.00% — 1 $54
Caitong International Asset Management Co., Ltd 0.00% Reduce -100.0% 1 $54
Navigoe, LLC 0.00% New 1 $0

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