Maximus, Inc.
US ˙ NYSE ˙ US5779331041

SecurityMMS / Maximus, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,107,278 shares
Latest Disclosed Value $ 135,084,006
Dimensional Fund Advisors Lp reports 7.19% increase in ownership of MMS / Maximus, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,107,278 shares of Maximus, Inc. (US:MMS) valued at $135,076,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,965,916 shares of Maximus, Inc.. This represents a change in shares of 7.19% during the quarter. The current value of the position is $126,731,699 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)
2026-05-07 2026-03-31 13F MAXIMUS COM 577933104 2,107,278 141,362 7.19 135,084 -20.40 0.0060
2026-02-12 2025-12-31 13F MAXIMUS COM 577933104 1,965,916 96,343 5.15 169,700 -0.65 0.0356
2025-11-12 2025-09-30 13F MAXIMUS COM 577933104 1,869,573 36,989 2.02 170,812 32.78 0.0367
2025-08-12 2025-06-30 13F MAXIMUS COM 577933104 1,832,584 137,002 8.08 128,647 11.27 0.0298
2025-05-13 2025-03-31 13F MAXIMUS COM 577933104 1,695,582 288,990 20.55 115,620 10.11 0.0287
2025-02-13 2024-12-31 13F MAXIMUS COM 577933104 1,406,592 177,075 14.40 105,001 -8.33 0.0252
2024-11-07 2024-09-30 13F MAXIMUS COM 577933104 1,229,517 75,540 6.55 114,541 15.81 0.0278
2024-08-09 2024-06-30 13F MAXIMUS COM 577933104 1,153,977 79,092 7.36 98,904 9.67 0.0258
2024-05-10 2024-03-31 13F MAXIMUS COM 577933104 1,074,885 12,712 1.20 90,183 1.24 0.0244
2024-02-07 2023-12-31 13F MAXIMUS COM 577933104 1,062,173 79,729 8.12 89,075 21.41 0.0260
2023-11-09 2023-09-30 13F MAXIMUS COM 577933104 982,444 45,562 4.86 73,371 -7.33 0.0241
2023-08-09 2023-06-30 13F MAXIMUS COM 577933104 936,882 32,004 3.54 79,176 11.19 0.0252
2023-05-12 2023-03-31 13F MAXIMUS COM 577933104 904,878 16,276 1.83 71,210 109,452.31 0.0240
2023-02-09 2022-12-31 13F MAXIMUS COM 577933104 888,602 -19,090 -2.10 65 -99.88 0.0193
2022-11-10 2022-09-30 13F MAXIMUS COM 577933104 907,692 76,597 9.22 52,528 1.11 0.0202
2022-08-12 2022-06-30 13F MAXIMUS COM 577933104 831,095 -85,411 -9.32 51,949 -24.38 0.0186
2022-05-13 2022-03-31 13F MAXIMUS COM 577933104 916,506 14,206 1.57 68,697 -4.44 0.0212
2022-02-09 2021-12-31 13F MAXIMUS COM 577933104 902,300 27,384 3.13 71,887 -1.25 0.0217
2021-11-12 2021-09-30 13F MAXIMUS COM 577933104 874,916 48,609 5.88 72,799 0.15 0.0234
2021-08-12 2021-06-30 13F MAXIMUS COM 577933104 826,307 -2,142 -0.26 72,691 -1.46 0.0230
2021-05-14 2021-03-31 13F MAXIMUS COM 577933104 828,449 38,519 4.88 73,765 27.59 0.0244
2021-03-08 2020-12-31 13F/A-2 MAXIMUS COM 577933104 789,930 26,656 3.49 57,814 10.72 0.0209
2021-02-11 2020-12-31 13F MAXIMUS COM 577933104 789,930 26,656 57,814 20,879.3438
2020-11-12 2020-09-30 13F MAXIMUS COM 577933104 763,274 17,715 2.38 52,216 -0.59 0.0221
2020-08-13 2020-06-30 13F MAXIMUS COM 577933104 745,559 23,585 3.27 52,527 25.02 0.0231
2020-05-14 2020-03-31 13F MAXIMUS COM 577933104 721,974 23,513 3.37 42,016 -19.14 0.0219
2020-02-14 2019-12-31 13F MAXIMUS COM 577933104 698,461 -13,732 -1.93 51,960 -5.57 0.0189
2019-11-12 2019-09-30 13F MAXIMUS COM 577933104 712,193 -26,124 -3.54 55,024 2.74 0.0214
2019-08-13 2019-06-30 13F MAXIMUS COM 577933104 738,317 -2,947 -0.40 53,557 1.79 0.0208
2019-08-12 2019-03-31 13F/A-2 MAXIMUS COM 577933104 741,264 5,081 0.69 52,616 9.80 0.0210
2019-05-10 2019-03-31 13F MAXIMUS COM 577933104 741,264 5,081 52,616
2019-02-26 2018-12-31 13F/A-1 MAXIMUS COM 577933104 736,183 49,981 7.28 47,918 7.34 0.0217
2019-02-13 2018-12-31 13F MAXIMUS COM 577933104 736,183 49,981 47,918
2018-11-13 2018-09-30 13F MAXIMUS COM 577933104 686,202 27,762 4.22 44,643 9.16 0.0170
2018-08-10 2018-06-30 13F MAXIMUS COM 577933104 658,440 -1,044 -0.16 40,898 -7.08 0.0163
2018-05-11 2018-03-31 13F MAXIMUS COM 577933104 659,484 6,966 1.07 44,014 -5.77 0.0183
2018-02-12 2017-12-31 13F MAXIMUS COM 577933104 652,518 11,897 1.86 46,709 13.04 0.0194
2017-11-13 2017-09-30 13F MAXIMUS COM 577933104 640,621 29,145 4.77 41,320 7.89 0.0181
2017-08-11 2017-06-30 13F MAXIMUS COM 577933104 611,476 -20,642 -3.27 38,298 -2.59 0.0177
2017-05-12 2017-03-31 13F MAXIMUS COM 577933104 632,118 19,788 3.23 39,318 15.09 0.0188
2017-02-09 2016-12-31 13F MAXIMUS COM 577933104 612,330 -20,590 -3.25 34,162 -4.57 0.0171
2016-11-10 2016-09-30 13F MAXIMUS COM 577933104 632,920 -50,926 -7.45 35,797 -5.45 0.0193
2016-08-09 2016-06-30 13F MAXIMUS COM 577933104 683,846 -54,502 -7.38 37,860 -2.59 0.0218
2016-05-13 2016-03-31 13F MAXIMUS COM 577933104 738,348 -47,291 -6.02 38,866 -12.05 0.0233
2016-02-10 2015-12-31 13F MAXIMUS COM 577933104 785,639 -157,553 -16.70 44,193 -21.33 0.0275
2015-11-13 2015-09-30 13F MAXIMUS COM 577933104 943,192 -152,146 -13.89 56,176 -21.97 0.0369
2015-08-14 2015-06-30 13F MAXIMUS COM 577933104 1,095,338 1,975 0.18 71,997 -1.36 0.0441
2015-05-14 2015-03-31 13F MAXIMUS COM 577933104 1,093,363 14,529 1.35 72,992 23.37 0.0461
2015-02-06 2014-12-31 13F MAXIMUS COM 577933104 1,078,834 87,668 8.84 59,164 48.74 0.0389
2014-11-13 2014-09-30 13F MAXIMUS COM 577933104 991,166 127,083 14.71 39,777 7.01 0.0282
2014-08-08 2014-06-30 13F MAXIMUS COM 577933104 864,083 53,315 6.58 37,172 2.21 0.0258
2014-05-14 2014-03-31 13F MAXIMUS COM 577933104 810,768 16,555 2.08 36,370 4.10 0.0272
2014-02-12 2013-12-31 13F MAXIMUS COM 577933104 794,213 -78,720 -9.02 34,937 -11.14 0.0272
2013-11-13 2013-09-30 13F MAXIMUS COM 577933104 872,933 425,399 95.05 39,316 17.95 0.0340
2013-08-15 2013-06-30 13F MAXIMUS COM 577933104 447,534 447,534 33,333 0.0314
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.