Maximus, Inc.
MX ˙ BMV ˙ US5779331041
SecurityMX:MMS / Maximus, Inc.
InstitutionAlliancebernstein L.p.
Latest Disclosed Ownership2,807,556 shares
Ownership 4.60%
Alliancebernstein L.p. ownership in MMS / Maximus, Inc.

2023-02-14 - Alliancebernstein L.p. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,807,556 shares of Maximus, Inc. (MX:MMS). This represents 4.6 percent ownership of the company. In their previous filing dated 2022-02-14 , Alliancebernstein L.p. had reported owning 3,339,698 shares, indicating a decrease of -15.93 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2023-02-14 2023-02-14 13G/A 3,339,698 2,807,556 -15.93 4.60 -14.81
2022-02-14 2022-02-14 13G 3,339,698 5.40

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 111,546 3,377 3.12 9,629 3.12 0.0031
2026-02-17 2025-12-31 13F MAXIMUS COM 577933104 108,169 -50 -0.05 9,337 -5.56 0.0029
2025-11-14 2025-09-30 13F MAXIMUS COM 577933104 108,219 -4,335 -3.85 9,888 25.14 0.0031
2025-08-14 2025-06-30 13F MAXIMUS COM 577933104 112,554 -6,439 -5.41 7,901 -2.63 0.0026
2025-05-15 2025-03-31 13F MAXIMUS COM 577933104 118,993 -7,215 -5.72 8,114 -13.87 0.0029
2025-02-12 2024-12-31 13F MAXIMUS COM 577933104 126,208 -952,024 -88.29 9,421 -90.62 0.0032
2024-11-14 2024-09-30 13F MAXIMUS COM 577933104 1,078,232 -32,719 -2.95 100,448 5.50 0.0337
2024-08-14 2024-06-30 13F MAXIMUS COM 577933104 1,110,951 -143,950 -11.47 95,209 -9.57 0.0332
2024-05-14 2024-03-31 13F MAXIMUS COM 577933104 1,254,901 -790,999 -38.66 105,286 -38.63 0.0373
2024-02-14 2023-12-31 13F MAXIMUS COM 577933104 2,045,900 -263,629 -11.41 171,569 -0.53 0.0660
2023-11-14 2023-09-30 13F MAXIMUS COM 577933104 2,309,529 -639,355 -21.68 172,476 -30.79 0.0734
2023-08-15 2023-06-30 13F MAXIMUS COM 577933104 2,948,884 -97,410 -3.20 249,210 3.95 0.1017
2023-05-15 2023-03-31 13F MAXIMUS COM 577933104 3,046,294 238,738 8.50 239,743 16.45 0.1027
2023-02-15 2022-12-31 13F MAXIMUS COM 577933104 2,807,556 74,877 2.74 205,878 30.19 0.0927
2022-11-15 2022-09-30 13F MAXIMUS COM 577933104 2,732,679 52,705 1.97 158,140 -5.60 0.0766
2022-08-15 2022-06-30 13F MAXIMUS COM 577933104 2,679,974 -357,420 -11.77 167,525 -26.41 0.0765
2022-05-13 2022-03-31 13F MAXIMUS COM 577933104 3,037,394 -302,304 -9.05 227,653 -14.44 0.0879
2022-02-14 2021-12-31 13F MAXIMUS COM 577933104 3,339,698 193,816 6.16 266,074 1.66 0.0941
2021-11-10 2021-09-30 13F MAXIMUS COM 577933104 3,145,882 407,889 14.90 261,737 8.67 0.1033
2021-07-30 2021-06-30 13F MAXIMUS COM 577933104 2,737,993 36,379 1.35 240,861 0.13 0.0967
2021-05-06 2021-03-31 13F MAXIMUS COM 577933104 2,701,614 119,833 4.64 240,552 27.30 0.1055
2021-02-08 2020-12-31 13F MAXIMUS COM 577933104 2,581,781 188,264 7.87 188,961 15.40 0.0892
2020-11-12 2020-09-30 13F MAXIMUS COM 577933104 2,393,517 845,881 54.66 163,740 50.18 0.0881
2020-08-13 2020-06-30 13F MAXIMUS COM 577933104 1,547,636 684,110 79.22 109,031 116.95 0.0641
2020-05-14 2020-03-31 13F MAXIMUS COM 577933104 863,526 -19,417 -2.20 50,257 -23.48 0.0360
2020-02-18 2019-12-31 13F MAXIMUS COM 577933104 882,943 149,590 20.40 65,682 15.93 0.0373
2019-11-14 2019-09-30 13F MAXIMUS COM 577933104 733,353 491,285 202.95 56,659 222.66 0.0353
2019-08-14 2019-06-30 13F MAXIMUS COM 577933104 242,068 219 0.09 17,560 2.30 0.0109
2019-05-14 2019-03-31 13F MAXIMUS COM 577933104 241,849 -4,120 -1.68 17,166 7.22 0.0112
2019-02-13 2018-12-31 13F MAXIMUS COM 577933104 245,969 75,690 44.45 16,010 44.52 0.0119
2018-11-08 2018-09-30 13F MAXIMUS COM 577933104 170,279 -65 -0.04 11,078 4.71 0.0072
2018-08-13 2018-06-30 13F MAXIMUS COM 577933104 170,344 -3,795 -2.18 10,580 -8.97 0.0074
2018-05-14 2018-03-31 13F MAXIMUS COM 577933104 174,139 -4,800 -2.68 11,622 -9.26 0.0084
2018-02-13 2017-12-31 13F MAXIMUS COM 577933104 178,939 15,200 9.28 12,808 21.28 0.0092
2017-11-13 2017-09-30 13F MAXIMUS COM 577933104 163,739 17,308 11.82 10,561 15.16 0.0079
2017-08-10 2017-06-30 13F MAXIMUS COM 577933104 146,431 34,470 30.79 9,171 31.69 0.0071
2017-05-11 2017-03-31 13F MAXIMUS COM 577933104 111,961 -470 -0.42 6,964 11.02 0.0055
2017-02-13 2016-12-31 13F MAXIMUS COM 577933104 112,431 440 0.39 6,273 -0.96 0.0052
2016-11-10 2016-09-30 13F MAXIMUS COM 577933104 111,991 -2,070 -1.81 6,334 0.28 0.0053
2016-08-11 2016-06-30 13F MAXIMUS COM 577933104 114,061 3,070 2.77 6,316 8.10 0.0054
2016-05-13 2016-03-31 13F MAXIMUS COM 577933104 110,991 -3,877 -3.38 5,843 -9.57 0.0050
2016-02-16 2015-12-31 13F/A-1 MAXIMUS COM 577933104 114,868 -5,972 -4.94 6,461 -10.23 0.0055
2016-02-12 2015-12-31 13F MAXIMUS COM 577933104 114,868 6,842
2015-11-13 2015-09-30 13F MAXIMUS COM 577933104 120,840 -178 -0.15 7,197 -9.53 0.0062
2015-08-14 2015-06-30 13F MAXIMUS COM 577933104 121,018 -7,280 -5.67 7,955 -7.12 0.0066
2015-05-13 2015-03-31 13F MAXIMUS COM 577933104 128,298 -6,513 -4.83 8,565 15.85 0.0069
2015-02-13 2014-12-31 13F MAXIMUS COM 577933104 134,811 -39,390 -22.61 7,393 5.75 0.0061
2014-11-13 2014-09-30 13F MAXIMUS COM 577933104 174,201 -8,430 -4.62 6,991 -11.02 0.0059
2014-08-13 2014-06-30 13F MAXIMUS COM 577933104 182,631 -941,235 -83.75 7,857 -84.42 0.0066
2014-05-13 2014-03-31 13F MAXIMUS COM 577933104 1,123,866 -131,510 -10.48 50,417 -8.70 0.0436
2014-02-13 2013-12-31 13F MAXIMUS COM 577933104 1,255,376 -175,986 -12.30 55,224 -14.34 0.0494
2013-11-14 2013-09-30 13F MAXIMUS COM 577933104 1,431,362 678,637 90.16 64,469 14.99 0.0637
2013-08-13 2013-06-30 13F MAXIMUS COM 577933104 752,725 752,725 56,063 0.0595
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.