Maximus, Inc.
US ˙ NYSE ˙ US5779331041

SecurityMMS / Maximus, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership1,223 shares
Latest Disclosed Value $ 78,396
Advisor Group Holdings, Inc. reports 14.89% decrease in ownership of MMS / Maximus, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 1,223 shares of Maximus, Inc. (US:MMS) valued at $78,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,437 shares of Maximus, Inc.. This represents a change in shares of -14.89% during the quarter. The current value of the position is $73,551 USD.

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)
2026-05-15 2026-03-31 13F MAXIMUS COM 577933104 1,223 -214 -14.89 78 -37.10 0.0001
2026-02-17 2025-12-31 13F MAXIMUS COM 577933104 1,437 -9,849 -87.27 124 -87.93 0.0002
2025-11-14 2025-09-30 13F MAXIMUS COM 577933104 11,286 6,458 133.76 1,028 209.34 0.0014
2025-09-04 2025-06-30 13F/A-1 MAXIMUS COM 577933104 4,828 2,837 142.49 333 145.93 0.0006
2025-08-13 2025-06-30 13F MAXIMUS COM 577933104 4,765 2,774 331 0.0004
2025-05-12 2025-03-31 13F MAXIMUS COM 577933104 1,991 -1,917 -49.05 136 -53.61 0.0003
2025-06-06 2024-12-31 13F/A-1 MAXIMUS COM 577933104 3,908 370 10.46 292 -11.55 0.0007
2025-02-07 2024-12-31 13F MAXIMUS COM 577933104 3,864 326 301 0.0008
2024-11-13 2024-09-30 13F MAXIMUS COM 577933104 3,538 185 5.52 330 14.63 0.0007
2024-08-13 2024-06-30 13F MAXIMUS COM 577933104 3,353 -841 -20.05 287 -18.23 0.0007
2024-05-10 2024-03-31 13F MAXIMUS COM 577933104 4,194 -10,591 -71.63 352 -71.69 0.0008
2024-02-12 2023-12-31 13F MAXIMUS COM 577933104 14,785 -9,210 -38.38 1,241 -30.80 0.0022
2023-11-13 2023-09-30 13F MAXIMUS COM 577933104 23,995 -1,341 -5.29 1,792 -16.88 0.0026
2023-08-21 2023-06-30 13F/A-1 MAXIMUS COM 577933104 25,336 -612 -2.36 2,157 4.10 0.0039
2023-08-10 2023-06-30 13F MAXIMUS COM 577933104 25,336 -612 2,157 0.0006
2023-05-12 2023-03-31 13F MAXIMUS COM 577933104 25,948 37 0.14 2,071 9.06 0.0039
2023-02-10 2022-12-31 13F MAXIMUS COM 577933104 25,911 81 0.31 1,900 27.02 0.0038
2022-11-14 2022-09-30 13F MAXIMUS COM 577933104 25,830 361 1.42 1,495 -6.80 0.0034
2022-08-10 2022-06-30 13F MAXIMUS COM 577933104 25,469 -3,047 -10.69 1,604 28.73 0.0035
2022-05-04 2022-03-31 13F MAXIMUS COM 577933104 28,516 -4,827 -14.48 1,246 -53.30 0.0024
2022-02-03 2021-12-31 13F MAXIMUS COM 577933104 33,343 -214 -0.64 2,668 -5.36 0.0050
2021-11-05 2021-09-30 13F MAXIMUS COM 577933104 33,557 3,774 12.67 2,819 7.51 0.0059
2021-08-02 2021-06-30 13F MAXIMUS COM 577933104 29,783 4,127 16.09 2,622 13.95 0.0057
2021-05-13 2021-03-31 13F MAXIMUS COM 577933104 25,656 5,815 29.31 2,301 58.58 0.0055
2021-02-10 2020-12-31 13F MAXIMUS COM 577933104 19,841 7,751 64.11 1,451 75.45 0.0039
2020-11-12 2020-09-30 13F MAXIMUS COM 577933104 12,090 4,994 70.38 827 65.73 0.0025
2020-08-14 2020-06-30 13F MAXIMUS COM 577933104 7,096 4,339 157.38 499 211.88 0.0017
2020-05-18 2020-03-31 13F MAXIMUS COM 577933104 2,757 2,757 160 0.0007
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.