Maximus, Inc.
US ˙ NYSE ˙ US5779331041

SecurityMMS / Maximus, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership37,702 shares
Latest Disclosed Value $ 2,416,722
Creative Planning reports 41.56% decrease in ownership of MMS / Maximus, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 37,702 shares of Maximus, Inc. (US:MMS) valued at $2,416,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 64,519 shares of Maximus, Inc.. This represents a change in shares of -41.56% during the quarter. The current value of the position is $2,267,398 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)
2026-05-12 2026-03-31 13F MAXIMUS COM 577933104 37,702 -26,817 -41.56 2,417 -56.62 0.0016
2026-02-17 2025-12-31 13F MAXIMUS COM 577933104 64,519 2,195 3.52 5,569 -2.20 0.0040
2025-11-14 2025-09-30 13F MAXIMUS COM 577933104 62,324 24,742 65.83 5,695 115.85 0.0044
2025-08-08 2025-06-30 13F MAXIMUS COM 577933104 37,582 16,363 77.11 2,638 82.43 0.0023
2025-05-15 2025-03-31 13F MAXIMUS COM 577933104 21,219 6,417 43.35 1,447 30.98 0.0014
2025-02-14 2024-12-31 13F MAXIMUS COM 577933104 14,802 -1,584 -9.67 1,105 -27.65 0.0011
2024-10-11 2024-09-30 13F MAXIMUS COM 577933104 16,386 1,181 7.77 1,527 17.11 0.0015
2024-08-15 2024-06-30 13F MAXIMUS COM 577933104 15,205 2,292 17.75 1,303 20.31 0.0014
2024-05-13 2024-03-31 13F MAXIMUS COM 577933104 12,913 3,415 35.95 1,083 36.06 0.0012
2024-02-14 2023-12-31 13F MAXIMUS COM 577933104 9,498 3,652 62.47 796 82.57 0.0015
2023-11-16 2023-09-30 13F MAXIMUS COM 577933104 5,846 -948 -13.95 437 -24.04 0.0006
2023-07-21 2023-06-30 13F MAXIMUS COM 577933104 6,794 2,253 49.61 574 60.78 0.0008
2023-05-15 2023-03-31 13F MAXIMUS COM 577933104 4,541 4,541 357 0.0005
2019-11-01 2019-09-30 13F MAXIMUS COM 577933104 0 -2,824 -100.00 0 -100.00
2019-07-26 2019-06-30 13F MAXIMUS COM 577933104 2,824 6 0.21 205 2.50 0.0007
2019-04-24 2019-03-31 13F MAXIMUS COM 577933104 2,818 2,818 200 0.0007
2017-10-17 2017-09-30 13F MAXIMUS COM 577933104 0 -913 -100.00 0 -100.00
2017-07-12 2017-06-30 13F MAXIMUS COM 577933104 913 600 191.69 57 200.00 0.0003
2017-04-07 2017-03-31 13F MAXIMUS COM 577933104 313 -436 -58.21 19 -54.76 0.0001
2017-01-09 2016-12-31 13F MAXIMUS COM 577933104 749 549 274.50 42 366.67 0.0003
2014-04-11 2014-03-31 13F MAXIMUS COM 577933104 200 -500 -71.43 9 -70.97 0.0001
2014-01-06 2013-12-31 13F MAXIMUS COM 577933104 700 700 31 0.0005
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.