Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership82,203 shares
Latest Disclosed Value $ 5,269,212
First Trust Advisors Lp reports 21.97% increase in ownership of MMS / Maximus, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 82,203 shares of Maximus, Inc. (MX:MMS) valued at $5,269,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 67,394 shares of Maximus, Inc.. This represents a change in shares of 21.97% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F MAXIMUS COM 577933104 82,203 14,809 21.97 5,269 -9.42 0.0038
2026-02-13 2025-12-31 13F MAXIMUS COM 577933104 67,394 -9,185 -11.99 5,817 -16.86 0.0042
2025-11-12 2025-09-30 13F MAXIMUS COM 577933104 76,579 -545,990 -87.70 6,997 -83.99 0.0052
2025-08-13 2025-06-30 13F MAXIMUS COM 577933104 622,569 -64,836 -9.43 43,704 -6.76 0.0351
2025-05-14 2025-03-31 13F MAXIMUS COM 577933104 687,405 62,171 9.94 46,874 0.43 0.0415
2025-02-13 2024-12-31 13F MAXIMUS COM 577933104 625,234 56,490 9.93 46,674 -11.91 0.0411
2024-11-13 2024-09-30 13F MAXIMUS COM 577933104 568,744 22,334 4.09 52,984 13.15 0.0505
2024-08-13 2024-06-30 13F MAXIMUS COM 577933104 546,410 -156,874 -22.31 46,827 -20.64 0.0477
2024-05-13 2024-03-31 13F MAXIMUS COM 577933104 703,284 690,737 5,505.20 59,006 5,508.84 0.0599
2024-02-13 2023-12-31 13F MAXIMUS COM 577933104 12,547 258 2.10 1,052 14.72 0.0011
2023-11-13 2023-09-30 13F MAXIMUS COM 577933104 12,289 92 0.75 918 -10.97 0.0011
2023-08-14 2023-06-30 13F MAXIMUS COM 577933104 12,197 -16,035 -56.80 1,031 -53.62 0.0012
2023-05-15 2023-03-31 13F MAXIMUS COM 577933104 28,232 -2,443 -7.96 2,222 -1.24 0.0026
2023-02-09 2022-12-31 13F MAXIMUS COM 577933104 30,675 -1,058,738 -97.18 2,249 -96.43 0.0027
2022-11-14 2022-09-30 13F MAXIMUS COM 577933104 1,089,413 60,316 5.86 63,044 -2.00 0.0817
2022-08-12 2022-06-30 13F MAXIMUS COM 577933104 1,029,097 138,169 15.51 64,329 -3.66 0.0794
2022-05-13 2022-03-31 13F MAXIMUS COM 577933104 890,928 -52,881 -5.60 66,775 -11.20 0.0683
2022-02-08 2021-12-31 13F MAXIMUS COM 577933104 943,809 107,481 12.85 75,193 8.06 0.0731
2021-11-15 2021-09-30 13F MAXIMUS COM 577933104 836,328 732,068 702.16 69,582 658.63 0.0748
2021-10-12 2021-06-30 13F/A-1 MAXIMUS COM 577933104 104,260 8,374 8.73 9,172 7.40 0.0099
2021-08-16 2021-06-30 13F MAXIMUS COM 577933104 104,260 8,374 9,172 0.0095
2021-05-14 2021-03-31 13F MAXIMUS COM 577933104 95,886 19,368 25.31 8,540 52.50 0.0103
2021-02-02 2020-12-31 13F MAXIMUS COM 577933104 76,518 9,754 14.61 5,600 22.62 0.0074
2020-11-05 2020-09-30 13F MAXIMUS COM 577933104 66,764 -2,004 -2.91 4,567 -5.74 0.0073
2020-07-22 2020-06-30 13F MAXIMUS COM 577933104 68,768 -10,470 -13.21 4,845 5.05 0.0084
2020-05-06 2020-03-31 13F MAXIMUS COM 577933104 79,238 14,099 21.64 4,612 -4.83 0.0104
2020-02-03 2019-12-31 13F MAXIMUS COM 577933104 65,139 -2,404 -3.56 4,846 -7.13 0.0083
2019-11-04 2019-09-30 13F MAXIMUS COM 577933104 67,543 -5,136 -7.07 5,218 -1.02 0.0098
2019-07-30 2019-06-30 13F MAXIMUS COM 577933104 72,679 273 0.38 5,272 2.59 0.0099
2019-06-19 2019-03-31 13F/A-1 MAXIMUS COM 577933104 72,406 31,295 76.12 5,139 92.04 0.0102
2019-05-09 2019-03-31 13F MAXIMUS COM 577933104 72,406 31,295 5,139
2019-02-07 2018-12-31 13F MAXIMUS COM 577933104 41,111 34,425 514.88 2,676 515.17 0.0063
2018-10-25 2018-09-30 13F MAXIMUS COM 577933104 6,686 -8,398 -55.67 435 -53.58 0.0008
2018-08-02 2018-06-30 13F MAXIMUS COM 577933104 15,084 -14,257 -48.59 937 -52.15 0.0019
2018-04-23 2018-03-31 13F MAXIMUS COM 577933104 29,341 435 1.50 1,958 -5.36 0.0045
2018-02-08 2017-12-31 13F MAXIMUS COM 577933104 28,906 318 1.11 2,069 12.20 0.0049
2017-10-24 2017-09-30 13F MAXIMUS COM 577933104 28,588 -898 -3.05 1,844 -0.16 0.0047
2017-08-02 2017-06-30 13F MAXIMUS COM 577933104 29,486 3,680 14.26 1,847 15.08 0.0049
2017-05-02 2017-03-31 13F MAXIMUS COM 577933104 25,806 2,865 12.49 1,605 25.39 0.0044
2017-02-06 2016-12-31 13F MAXIMUS COM 577933104 22,941 -2,987 -11.52 1,280 -12.69 0.0038
2016-11-01 2016-09-30 13F MAXIMUS COM 577933104 25,928 11,877 84.53 1,466 88.43 0.0044
2016-08-04 2016-06-30 13F MAXIMUS COM 577933104 14,051 -4,058 -22.41 778 -18.36 0.0025
2016-05-10 2016-03-31 13F MAXIMUS COM 577933104 18,109 -48,002 -72.61 953 -74.37 0.0031
2016-05-04 2015-12-31 13F/A-1 MAXIMUS COM 577933104 66,111 -25,840 -28.10 3,719 -32.10 0.0097
2016-02-03 2015-12-31 13F MAXIMUS COM 577933104 66,111 3,719
2015-11-05 2015-09-30 13F MAXIMUS COM 577933104 91,951 -21,910 -19.24 5,477 -26.82 0.0159
2015-08-04 2015-06-30 13F MAXIMUS COM 577933104 113,861 59,078 107.84 7,484 104.65 0.0194
2015-05-04 2015-03-31 13F MAXIMUS COM 577933104 54,783 29,215 114.26 3,657 160.84 0.0107
2015-02-13 2014-12-31 13F MAXIMUS COM 577933104 25,568 1,178 4.83 1,402 43.21 0.0047
2014-11-12 2014-09-30 13F MAXIMUS COM 577933104 24,390 4,118 20.31 979 12.27 0.0039
2014-08-11 2014-06-30 13F MAXIMUS COM 577933104 20,272 10,353 104.38 872 95.96 0.0036
2014-05-12 2014-03-31 13F MAXIMUS COM 577933104 9,919 -994,891 -99.01 445 -98.99 0.0020
2014-08-08 2013-12-31 13F/A-1 MAXIMUS COM 577933104 1,004,810 2,987 0.30 44,202 -2.04 0.2143
2014-02-13 2013-12-31 13F MAXIMUS COM 577933104 1,004,810 44,202
2013-11-12 2013-09-30 13F MAXIMUS COM 577933104 1,001,823 508,616 103.12 45,122 22.83 0.2446
2013-08-12 2013-06-30 13F MAXIMUS COM 577933104 493,207 493,207 36,734 0.2390
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.